While we are starting fresh on this new platform, I need to raise the question that I am most commonly asked about Ideagen EHS Core - formerly Lucidity.What exactly is the limiting factor that is preventing the implementation of the Competency Module (i.e the ability to complete e-Learning) via the App? Currently 95% of our work force utilises the App for the majority of their use of the software, but still need to use the desktop version to complete their inductions / e-Learning. We have force loaded a link to the desktop site onto all the company managed mobile devices, but a large portion of our workforce use their personal devices to access the App, meaning we have had to explain that the app if for forms etc, and the desktop site is for e-learning and show them how to bookmark a web page (which was quite an undertaking for some less tech savvy demographics of our workforce).  I understand something like this needs significant software development, but the question remains; Is this

Does anyone know if it possible for a Document Type assigned with a document numbering prefix to automatically assign the next sequential number but formatted with leading zeros (fixed number of digits). For example SOP00005, SOP00134, etc. I seem to only be able to get SOP5, SOP134.  We really need to ensure the total number of characters for document ID is consistent of always being 8 characters. We are currently using version 7.8.0.

Hi Everyone,We’re working on refining our permissions in the document management module, and I’m looking for a bit of guidance on how to restrict document downloads. Here's the situation:I’d like to set things up so that only the document owner can download their documents. For example, only the Environmental Manager should be able to download environmental documents — and not anyone else from the Environmental team or other departments. Do you think there is way to set permissions this way? Thanks again for all the help this week!

Hi Team, it appears in our system (Ideagen EHS Core - formerly Lucidity), that once a document is deleted from the filing cabinet, the review action associated with said file remains - and the review action needs to be subsequently manually deleted. Should the system not register that the file itself is deleted and automatically delete its associated review action? We have also noticed there is no functionality to “bulk change” document review actions; hypothetically when we finish a project, the site specific management plans, inductions and procedures are deleted/archived - therefore sometimes there will be a large amount of individual document review actions that needs to be manually deleted one by one with minimal filtering ability in the All Actions section of the Intranet Module (as we only use the Projects managed list, not Location). Can anyone think of a work around for the above or have a system that they have put in place to manage this process with more ease?

Within the Dashboards feature of IQM in the Web based client, i’d like to create a list with the number of days since copyholders were notified. Would anyone know how to create a calculated field for this?

I have an issue with users unable to view reports.I have enabled the ‘Create Reports’ & ‘Alter Reports’ permissions for these users but they still are unable to view reports. Has anyone had an issue that is similar?

Hi everyone,I'm working on the document module and trying to set up access for a user to complete document reviews via the Review tab, but I’m running into an issue.The user is part of the "Manager - Documents" group with the following permissions: “document review”, document review action complete”, document review action edit”. The user has secondary licence..Despite this setup, the user cannot complete reviews from the Review tab,  as the action options enabled in the “Review” tab. Does anyone know if there are any additional permissions or settings needed, or maybe the secondary licence be a limitation?  Any suggestions or troubleshooting steps would be appreciated!Thanks in advance!

Hello,I have been reviewing the skills catalog in search of courses or a curriculum for the people and training modules. I have not been able to find any. Are there some that I am missing?  I was hoping to get our HR people through some of those so that they have a better understanding to build out the matrices and competencies.  We do have some success training in June, but I was hoping to give them some information in advance.  

Good afternoon customers,I hope you all are doing well. I wanted to take a moment to introduce myself in case we hadn't had the opportunity to meet and speak. My name is Ali and I’m your Product Manager. I was gifted this product at the beginning of the year and hit the ground running thanks to your willingness to engage in conversation. Truly grateful for the opportunity to speak with you, it allows me to know what’s working well, what we can do better, and what it is you need. I’m a firm believer that we should be building products for the customer, by the customer. I’d like to ask you some questions and am hoping this is a tool that we can use to:Create and vote on ideas as many of you had done in the old Qualtrax days. I’ve had a look at the list of ideas that you all submitted and voted on and we have prioritized these requests by number of votes. We have challenged ourselves as a team to deliver is at all possible so keep them coming! We are here and I am listening. An upcoming i

Hello,I’m a relatively new user of IQM 7. We are in the process of building up content for the business before it goes on wider release to our user base.I’ve dabbled with creating Dashboards, and while I have no problem with the designer functionality, understanding the data sources can be a challenge. Having created a couple of dashboards with the intention of displaying a particular type of information, I could not then find the data source I needed. So now there are redundant entries in the Dashboard list.Is there a way to delete a Dashboard from the list after it has been created? I cannot find any way to do this. I have System Wide Access.We are running version 7.8.0.0 at present.Thanks.

Please be aware that the release previously planned for Thursday, October 9th is postponed until Tuesday, October 14th. We always strive to release the highest quality software possible, and in this case, we have identified areas that require further testing to guarantee the high quality that you expect. As always, if you have any questions or concerns, please don't hesitate to contact us.-Greg

Good morning, The form revision is in the program, but when printing  the forms, it doesn’t reflect the AS9102 revision. It did previously. See e-mail below. Could you help us with this. Thanks!La revisión de las formas está en el programa  pero a l imprimir las formas  de  los fai’s  no refleja la revisión del AS9102.Anteriormente si la tenía.

In the Document module, we currently have two date fields: Active Date and Review Date. At the moment, the Review Date is automatically set to one year from the last review date.Could someone help me with the following questions:  Is it possible to change the default review period from one year to two years, in line with our management system requirements? Is there a way to disable the automatic setting of the Review Date altogether, so that it can be left blank? Any guidance on configuring these settings would be greatly appreciated. Thanks. 

In our current process, training for SOPs (“read and understood”) is documented in the eQMS. However, training is only assigned after documents become effective, which has been identified by auditors to be a gap between SOP implementation and staff training.Has anyone implemented an effective system or workflow for pre-effective-date training in the eQMS?

We are a large organization in the process of migrating from on-prem to cloud.We have an automation to create/update/archive users via the API and keep everything in sync with our IDP. The problem is that the API can’t add UPN (User Principal Name), which is required for SSO to work.How are you dealing with this? Certainly you aren’t doing a manual daily bulk upload, which the documentation would leave me to believe is the only option.

I’m having an issue on New Outlook.  When sending an email I set the the email to not file, and afterwards an old style filing box shows up after the email is sent about 3 to 10 seconds after the email is sent.  Why is it trying to double file things? 

When we try to file emails in MM many projects don’t file. They are either Cancelled or have Error: the remote server returned an error in the Progress column. We do not have a physical server. I have requested help with this before but it keeps happening. Can anyone help with this?Thank you.

Seeing a new column when accessing user profile called “Action”, first noted today, have not noted this previously. Any insight what it is?

If i have a user that’s not in Qualtrax (no license), is it possible to input an email address within the workflow and/or email action and have the completed workflow email sent to them to let the know it’s complete?

Hello,I have been trying for a while to find a way to create an automated email or a periodic report without success and perhaps you may know a way to get this done.We want to send a report summarising the staff who has not completed their assigned training in time, or tests assigned more than 15 days ago. This report would be sent as an email to their managers on a weekly basis.Do you have any ideas about this or something similar?Regards,Pedro

Hello--I am wondering if it is possible to link a document from the documents module to a sharepoint page.  In the past we used sharepoint as our QMS system, so we were able to provide a link on our homepage so that team members could reference the document directly. Is it possible to provide a link directly to the current revision from the documents module?

We’ve just updated to 7.8.1.1 and are having loads of issues with searching and multi layer lists in most modules. Is anyone else having the same problems?