Hi, just seeing if there is any known issues with Samsung devices having trouble with syncing Vault Notify & Check. We are experiencing users with Samsung devices being unable to or it's taking a long time for them to upload reports and audits. We use workforce safety. 

Our preview of Mail Manager desktop which works with New Outlook is now available (set up instructions below).This is a preview and we are working on making this better, however we would love any customer feedback and suggestions on what you like or don't like.Please add them to this conversation.How to set up Mail Manager in New Outlook on windows – Ideagen Mail Manager | Help | Ideagen LuminateHow to use Mail Manager with New Outlook – Ideagen Mail Manager | Help | Ideagen LuminateHow to switch back to Classic Outlook when using New Outlook mode. – Ideagen Mail Manager | Help | Ideagen LuminateTroubleshooting Mail Manager desktop with New Outlook – Ideagen Mail Manager | Help | Ideagen Luminate

Visual ChangesThe next platform release (2.63.5) will include some minor visual changes to the Page Title, Breadcrumb bar, Home button, and Create New button.These changes will be available in the following areas on this schedule:US Production: Thursday, February 26th US Government Cloud Production: Thursday, March 5th Europe and Canada Production: Wednesday, March 11thThe same changes will typically be available in the corresponding UAT areas one week before these Production dates. You can go to the 2.63.5 release notes to see a screenshot comparing the changes.As always, if you have any questions or concerns, please don't hesitate to contact us.-Carl

Has anybody managed to change the date format in the report designer for the CAPA notifications? Despite changing the format - it still comes through in the America format on the emails. Any idea what I am doing wrong? 

Hello Everyone, Does someone have Management of Change Template in Occurrences and Incidents Module for a 145 Organisation to share? We are trying to incorporate this in Q-Pulse. Thank you

Hello,Can you assist on how to search for individuals that did not complete a certain Training Course.Thank you

We’re excited to introduce Ideagen Hub, your gateway to breakthrough performance. Ideagen Hub brings every solution, every support resource, and powerful predictive AI together in one secure, lightning‑fast platform — redefining what excellence looks like.To help you prepare, we’ve created a dedicated page with everything you need for a smooth transition.👉 Access it here: Are you ready to unlock your new command centre for Ideagen Workplace Training?

Please can this be treated as a feature request.Separation of completed and open actions on the Action module. For example, having completed actions highlighted in green or separated from the actions that are still outstanding, and could sit at the top of the actions part of the risk form in a filtered format. That allows users to only show opened, closed or overdue actions.As you can see, from the screenshot below, it is not immediately obvious what is closed and what is not.Thank you Ben (South Western Ambulance) 

I can't access my InPhase account to record a feedback from a service user. It tells me that there is no account associated with my work email address when I try to log onto InPhase. I've signed up and logged onto the Luminate webpage, but I'm just unable to still access InPhase. Would you please be able to help me? Thank you. Bw, Sara

Good morning all,My query is in regard to adding items to form 1 in boxes 15-18. If I add, for example, a CotS item, the FAIR is automatically change to an “Assembly” FAIR in box 13. This is incorrect to the AS9102 standard and the report should stay as a “Detail” FAIR. Is there any way to stop this automation when a sub part is created in the repository?Thanks in advance. DR

Hi all,I have a question regarding the People module, specifically how Event History works for recurring or renewable events.In the Event History, I would like to add a new event of a certain type with: a Completed Date, and a Renew By date (for the next cycle). Could someone clarify how the logic works in practice for reminders and escalation?Once an event has both a Completed Date and a Renew By date, when do reminders stop?  After the Completed Date is entered in a new event of the same type and has a completed date or I have to edit the same event with the new completed date and a new renew by? But by doing that I will lose historical record of previous event.

We’re exploring ways to make your experience with IQM Core even more seamless—and one idea on the table is Document Collaboration.I recently reviewed the Qualtrax Ideas Portal and noticed multiple entries requesting functionality like this. That tells us there’s been interest in the past—but we want to confirm:Is this still something you’d find valuable? Would real-time document collaboration help simplify your workflows?Your feedback is critical in shaping the future of IQM Core. Please share your thoughts in the comments!

Hi[Redacted] has been using Damstra Check for years but has recently been logged out and can’t get back in.I’ve issued a new token, but it isn’t working. We’ve deleted the app, restarted the phone, and reinstalled it, but the issue is still happening.[Redacted] is logging in via Token #, entering: Surname: [Redacted] Token number He receives the message: “Login failed – please provide correct surname or token.”Could someone please investigate this for us?Thanks

Platform UpdateWe are planning no-downtime updates to deliver Platform release 2.63.4 to the following areas:US Production: Thursday, February 5th US Government Cloud Production: Thursday, February 12th Europe and Canada Production: Wednesday, February 18thYou can review the release notes for an overview of the changes.ActionPlease report any unexpected behavior that you notice in your US Config (Build, Test, and UAT) areas, which we plan to update with this new version on Friday, January 30th. (We will postpone the Production update if we're not confident in its quality.) This release will reach the European and Canadian Config areas on Wednesday, February 11th.MaintenanceNo-downtime software maintenance on US Production servers:Between Tuesday, February 17th, and Thursday, February 19th. No-downtime software maintenance on European and Canadian servers as outlined in the Maintenance Schedule.As always, if you have any questions or concerns, please don't hesitate to contact us.-Greg

Hi, is there a way to see which records have documents attached and how many? Can this be checked from the admin side or a report page in Healthcare Guardian (Formerly InPhase)

Hi, trying to get some information for our IT guys. We are looking to extract data into our internal databases so Power BI reports can be built using that. Have had a look through API documentation. IT guys are requesting the test and production details. Can anyone provide those so I can pass them on? 

The No-downtime Production Update on Thursday, January 15th, 2026 introduced a RESTConnect issue that prevents finding data in certain cases. We're deploying a patch to US Production on Tuesday, January 27, 2026, to resolve this issue. Release notes are available here.Also note that the 2.63.3 release to EU & Canada originally scheduled for Wednesday, January 28 will now happen on Thursday, January 29, and will include this 2.63.3.1 patch.As always, please contact us with any questions or concerns.-Greg

Hi Everyone, I am looking some advice on best practices regarding discontinued documents. When a document is discontinued, the training department currently carry out several steps:Remove the document from all staff Training plans  Remove the document from all standard Job Roles Remove outstanding renewable flags from all training events.  Archive the Master event.As a large organisation we have recently discontinued may of our induction documents which are applicable company wide. The above process has caused this to be a mammoth task.  Could you advise if the above steps are all necessary or if there is a admin setting we can use or if there is a better way to achieve the same outcome. Thank you in advance for your help with this.Kind regards,Sarah-Louise 

Hi Everyone,I’m looking for guidance on best practices for requesting employees to acknowledge a document in the system without allowing them to acknowledge it on behalf of someone else. Unfortunately, at the moment this is possible, and I haven’t been able to find a way to restrict that permission.Additionally, is there a way to limit the visibility of the acknowledgement actions, so that each employee only sees the acknowledgement line associated with their own name, rather than seeing acknowledgement actions for all employees across the company?The screenshot below shows our current setup, which is what’s currently visible to all users.Any advice on configuration and permissions would be greatly appreciated. Thanks in advance! 

We are using V 7.4.1.0, which does not produce tagged accessible PDFs as per the PDF/UA standards. Is this possible in a newer version?

This is notice of an upcoming downtime on the Idea-Gen-AI test stack - System Integration (US). During this time all Idea-Gen-AI endpoints for that particular stack will be unreachable. Sack Date Time System Integration (US) 22-Jan 11:00 – 13:00 UTC  This is part of a version upgrade from V2.4.0 to V2.5.0, which removes some end-of-life models (Claude 3.5 & Claude 3.7 & gpt 4o (2024-05-13)) and migrates these to their newer recommended models (Claude 4.5 & gpt 4o (2024-11-20)). You can see the new platform mappings here: https://ideagen.atlassian.net/wiki/spaces/AISPACE/pages/41030451666/v2.5+Model+DetailsOnce the deployment to the test stack has been completed, we will notify you. We encourage you to test your agents with these new models against the test stack as the model updates can cause changes to response style (e.g. Claude 4.5 is naturally much more verbose than 3.5) and may require some prompt tweaking.  Claude provides

Last month we migrated from on-prem Q-Pulse to IQM Cloud.Yesterday we got a hotfix in our pre-production environment, and it seems at least some of our custom configuration got wiped in the process, namely all of our custom reports (and their corresponding configurations on the web reporting portals). Now I’m wondering what else we may have lost.Does anyone have or know of a complete list of what needs to be backed up/re-done before and after an upgrade?The fact that I even have to ask this is ridiculous. I manage multiple cloud apps and this is the only one where I have to worry about losing anything when the vendor updates the version. Yet more confirmation that Ideagen went cloud without having cloud architecture in place.