How to use Ruʾā

Set up your Ruʾā account and your organization workspace so your team can start working together.

1. 1Open the Sign in page and choose “Create account”, then register with your email and a password (or continue with Google).
2. 2Confirm your email address from the verification message we send you.
3. 3Complete onboarding by creating your organization and choosing your default language (Arabic or English).
4. 4Invite your colleagues and assign roles from Settings → Users & Roles.

Ruʾā stores your complaint records in your own Drive workspace, keeping you in full control of your data.

1. 1Go to Integrations → Drive workspace.
2. 2Connect your Microsoft OneDrive or Google Drive account (admins only).
3. 3Authorize access so Ruʾā can create and update your data file.
4. 4Confirm the workspace status shows as connected and synced.

Bring your historical complaints into Ruʾā in minutes by uploading a single Excel or CSV file — the platform reads your columns, maps them to the right fields, and builds your taxonomies automatically.

1. 1Go to Data → Import and upload your file (.xlsx, .xls or .csv). The first sheet is read and the row count is shown.
2. 2Ruʾā auto-detects your column headers and maps them to the matching fields (date, customer, product, batch, SKU, site, line, severity, quantity, recall risk and more) using smart name matching.
3. 3Review the “Map columns to fields” table and adjust any column manually — pick a different source column, or choose “— ignore —” for columns you don’t need.
4. 4Taxonomy fields (category, type, source, severity, product, region, line, site) are created automatically in the platform from your data — no manual setup required.
5. 5Click “Import”, then confirm the success message showing how many complaints were imported.

Slice your complaints by any field with a flexible, point-and-click filter builder that adapts to each field’s type — and remembers your selection across pages.

1. 1Click “Configure filters”, search for the fields you want (standard or your own custom fields), and select them.
2. 2For each filter, choose an operator that fits the field: contains/equals for text, between/equals for numbers and dates, and is/in for list values.
3. 3Pick values from dynamic dropdowns that load the real options found in your data, or type a range for dates and numbers.
4. 4Combine several filters together to narrow results, and remove any one with the × button or clear them all at once.

Capture, classify and track every customer complaint from intake through to closure.

1. 1Open Complaints and click “New complaint”.
2. 2Fill in customer details, the description, and the date received.
3. 3Link the related product, batch, production line and site for full traceability.
4. 4Set the category, type, source and severity, then save.
5. 5Track each complaint’s status as it moves through the workflow.

Organize the investigation, gather evidence and record inspection results in one place.

1. 1Open a complaint and switch to the Investigation tab.
2. 2Add findings, attach evidence and record inspection results.
3. 3Document the timeline and the people involved.

Use built-in quality tools to identify the true cause rather than the symptom.

1. 1From the complaint, open Root Cause Analysis.
2. 2Run a 5-Why or Fishbone (Ishikawa) analysis to explore causes.
3. 3Confirm and record the verified root cause.

Define corrective and preventive actions, assign owners and track them to closure.

1. 1Open the CAPA section and create corrective/preventive actions.
2. 2Assign an owner and a due date for each task.
3. 3Track progress and mark actions complete.
4. 4Run an effectiveness check before closing the CAPA.

The Analysis Center is Ruʾā’s powerhouse: a fully dynamic workspace that turns your complaint data into decisions. Every chart recalculates instantly as you change filters, dimensions and time ranges — so you can explore, compare and drill down without leaving the page.

1. 1Use the sticky filter bar at the top to focus the entire dashboard on any segment — product, batch, line, region, period or any custom field — then press “Apply”.
2. 2Read the KPI strip for an instant pulse: total, open, critical and closed complaints plus Cost of Poor Quality (COPQ).
3. 3Switch the Pareto dimension on the fly (category, type, product, batch, line, root cause or site) to find the vital few issues driving most complaints.
4. 4Change the trend granularity between day, week and month, and watch the moving average and forecast update automatically.
5. 5Explore the dedicated views: root-cause ranking, product health, batch anomalies, production-line load, heatmap, geographic spread, severity-vs-frequency matrix, and CAPA effectiveness.
6. 6Click any bar, point or table row to drill straight into the matching complaints — an instant way to compare and investigate segments.
7. 7Save your configured view to reuse it later, and export the results to Excel, PDF or PowerPoint.

Go beyond the built-in charts by composing your own widgets — design the exact metrics and breakdowns your team watches every day.

1. 1On the home dashboard, click “Add widget” to open the widget builder.
2. 2Choose a chart type (bar, line, pie, area, KPI or table) and a data source (complaints or CAPA).
3. 3Select a metric (count, or distinct customers) and a group-by field — including your own custom fields imported with your data.
4. 4Set a Top-N limit to keep the widget focused on the most significant groups, then save.
5. 5Rearrange, edit or remove widgets anytime; your dashboard layout is saved for your organization.

Customize the lists and reference data that power the platform, and manage your team.

1. 1Open Settings → Taxonomy to manage categories, types, sources, severities, products and sites.
2. 2Update your organization details and default language under Settings → Organization.
3. 3Manage members and permissions under Settings → Users & Roles.