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    45
      Greg Harper
      Ideagen Employee
      Greg HarperIdeagen Employee
       Technology updates
      Further Postponed: No-downtime Production Updates (2.64.1) starting Thursday, April 9th, 2026, and Maintenance

      We have an update regarding our planned release: we are moving the 2.64.1 release to Thursday, April 23rd.Our team is committed to delivering this UI framework update at the quality level you expect from us, and our testing process has indicated we need additional time to get there. We would rather take that time now than compromise on the experience we deliver to you.As a result of this delay, the remainder of our release calendar will shift back by two weeks. We will share updated dates as part of our ongoing communications.Thank you for your continued patience. Please reach out if you have any questions or concerns.-Greg

      10
      Greg Harper
      Ideagen Employee
      3 hours ago
      stockount
      Thinker
      stockountThinker
       Discussions
      Is cycle counting better than full inventory audits?

      Hi everyone,I’ve been reading about cycle counting and how businesses are moving away from full inventory audits.Instead of counting everything at once, the idea is to count smaller sets of inventory regularly — daily, weekly, or monthly depending on importance.It sounds efficient, especially for reducing errors and avoiding large audit disruptions.But I’m curious about real-world usage:Does it actually improve inventory accuracy? Is it easy for teams to maintain consistently? Does it work well without dedicated software?Would love to hear your experience.

      40
      stockount
      Thinker
      1 day ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Quality Management 7.9 introduces a new user interface
      Ideagen Quality Management 7.9 introduces a new user interface

      We’ve been listening — and now we’re delivering.Based on your feedback, we’re rolling out a brand-new web experience designed to help you work smarter, faster, and with greater clarity.✨ What’s New?🧭 Collapsible Navigation Bar – Maximize your workspace while keeping key modules just a click away. 🗂️ Tabbed Workload View – Manage multiple tasks with ease and stay organized like never before. 🎯 Powerful Filters – Zero in on what matters most and cut through the noise. ⚡ Quick Actions – Complete tasks in record time with streamlined, intuitive controls.This update is all about efficiency, clarity, and getting things done — so you can focus on delivering quality without the clutter.Ready to explore the new interface? Check out the video below and experience the difference!https://share.synthesia.io/abf17d47-9595-45b6-86a2-e76a77d49d10 Ideagen Quality Management 7.9 rolls out December 2025!

      188313
      T
      Thinker
      2 days ago
      drewk1
      Thinker
      drewk1Thinker
       Discussions
      Search for last activity by date.

      I would like to search for all items that have their last activity by date that have a certain outcome.i.e.  All items with an outcome of Booking\OUT as below: This would enable me to list all items that are booked out of our gauge store.Any solutions would be greatly appreciated.   

      20
      drewk1
      Thinker
      4 days ago
      K
      Thinker
      KKassemThinker
       Discussions
      Published Date Field to Document Reports

      I want to create a Document Report that includes the Published Date instead of the Approval Date. Using the system field of Approval Date can lead to multiple rows for the same document, because there may be multiple approvers. I want only one row per document and the date to be the date it was published. Is there a way to do this currently?

      40
      K
      Thinker
      5 days ago
      D
      Thinker
      donnamarieThinker
       Discussions
      Document active date

      Would love some help please! We currently have our documents set to keep active date fixed (the date when the document originally became live) and review date to update when a document is reviewed. In some instances however, active date is updating after a review has been performed. For the life of me, I can’t work out where I can fix this. Any advice would be greatly appreciated!

      211
      M
      Maven
      5 days ago
      M
      Mentor
      Mkealey-harbaughMentor
       Discussions
      Import training records

      Hello! Is there a way to import training records from an excl spreadsheet? We are in mid-transition and I am trying to get historical training records uploaded into the QMS. I had hoped that the academy integration would move the records, but that does not appear to be there case. So I am leaning towards entering the completed training records (prior to 2025 when we got Academy/QMS) into the QMS but am unsure if it is possible to import them directly. I have a ticket currently open about the issue however I have not had any response, and it has been over a month. I need to work on getting this completed but am stuck. 

      201
      Alan Blair
      Ideagen Community Manager
      5 days ago
      Greg Harper
      Ideagen Employee
      Greg HarperIdeagen Employee
       Technology updates
      Postponed: No-downtime Production Updates (2.64.1) starting Thursday, April 9th, 2026, and Maintenance

      Please be aware that the release previously planned for Thursday, April 9th has been postponed to Tuesday, April 14th. This release includes a significant update to our UI framework — one that shouldn't affect the end-user experience but does require additional validation of our internal testing processes to meet the quality bar you expect from us.As always, if you have any questions or concerns, please don't hesitate to contact us.-Greg

      210
      Greg Harper
      Ideagen Employee
      6 days ago
      Greg Harper
      Ideagen Employee
      Greg HarperIdeagen Employee
       Technology updates
      No-downtime Production Updates (2.64.1) starting Thursday, April 9th, 2026, and Maintenance

      Platform UpdateWe are planning no-downtime updates to deliver Platform release 2.64.1 to the following areas:US Production: Thursday, April 9th US Government Cloud Production: Thursday, April 16th Europe and Canada Production: Wednesday, April 22ndYou 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 by Friday, April 3rd. (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, April 15th.MaintenanceNo-downtime software maintenance on US Production servers:Between Tuesday, April 21st, and Thursday, April 23rd. 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

      272
      Greg Harper
      Ideagen Employee
      6 days ago
      B
      Thinker
      Beatrix BThinker
       Discussions
      Document acknowledgement permissions and visibility

      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! 

      492
      M
      Mentor
      6 days ago
      A
      Ideagen Employee
      Andrea MattinsonIdeagen Employee
       Discussions
      Ideagen Safe Food March 2026 Releases

      Ideagen Safe Food March 2026 ReleasesWe're excited to share the latest updates to Ideagen Safe Food. This month's releases bring continued dashboard modernisation, new API capabilities, platform security improvements, and important fixes based on your feedback. ⭐ Customer Master Data APIWhy this matters: Managing customer data across multiple systems can be time-consuming and error-prone. The new Customer Master Data API lets you synchronise customer records directly into Ideagen Safe Food from external systems such as your CRM, keeping your data accurate and up to date automatically. This joins our growing suite of Master Data APIs covering Suppliers, Materials, Employees, Documents, and Final Products.What's new:Customer records can now be created and kept in sync via API integration Reduces manual data entry and administrative overhead for your team ⭐ Continued Dashboard ModernisationWhy this matters: Your dashboards continue to get a fresh look as we progress through our modernisat

      30
      A
      Ideagen Employee
      6 days ago
      Samuel Brown
      Ideagen Community Manager
      Samuel BrownIdeagen Community Manager
       Discussions
      ISO 13485:2016 7.3: Medical device design controls and why they’re important
      ISO 13485:2016 7.3: Medical device design controls and why they’re importantBlog

       Aaron HoareMedical device design controls are a set of policies and practices intended to ensure consistent translation of input requirements into a physical product that meets those requirements.Good design controls are important to:Reduce product risks Demonstrate your product is fit for purpose Align your organizationISO 13485:2016 sets out a series of requirements for design controls. So how can you actually apply, manage and use our software to ensure you are compliant with ISO 13485 design control requirements?Each of the sub-clauses in 7.3 require documented SOPs (Standard Operating Procedures). Our software takes this one step further – it enables you to enforce each of the procedures, making quality by design and default.It's a much more natural way to plan, record and manage quality - an approach preferred by auditors. Rather than SOPs which are bolted-on, they are embedded. Quality is part of the culture. It's no longer a "quality management system" as such, it's the busine

      4111
      H
      Thinker
      6 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Audit Analytics Roadmap (Q2 2026)
      Ideagen Audit Analytics Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Risk Management community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/55ed6a94-81a6-47d0-8cb3-1bdeb7697b26 

      120
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Supply Chain Roadmap (Q2 2026)
      Ideagen Supply Chain Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Supply Chain community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/69d72016-b593-405f-b111-83380f189dc9

      30
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Safe Food Roadmap (Q2 2026)
      Ideagen Safe Food Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Safe Food community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/10491406-a8a2-43ac-8a08-8158e1379dde

      30
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Please Review Roadmap (Q2 2026)
      Ideagen Please Review Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Please Review community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/e0533d3a-6b2d-4c66-ae72-c07b07b1c497

      80
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Policy Connect Roadmap (Q2 2026)
      Ideagen Policy Connect Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Policy Connect community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/fc4535b3-c591-42e0-be81-18af108eb1b3

      20
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Mail Manager Enterprise Roadmap (Q2 2026)
      Ideagen Mail Manager Enterprise Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Mail Manager Enterprise community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/7536f18b-a74e-4ff3-8714-901c13effb0e

      260
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Mail Manager Roadmap (Q2 2026)
      Ideagen Mail Manager Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Mail Manager community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/19404225-bfd1-449f-b097-14e8e50049c1

      30
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen EHS Core Roadmap (Q2 2026)
      Ideagen EHS Core Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen EHS Core community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/e8455098-2ab7-4c27-ade8-a4037223d6dd

      230
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Aviation Safety (Cora) Roadmap (Q2 2026)
      Ideagen Aviation Safety (Cora) Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Aviation Safety community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/29b39d48-d153-4523-9033-b1d6e4ed97a7

      40
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Collaboration Portal Roadmap (Q2 2026)
      Ideagen Collaboration Portal Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Collaboration Portal community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/930b9905-39e4-499e-afda-6bb239b9a6f6

      10
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Risk Management Roadmap (Q2 2026)
      Ideagen Risk Management Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Risk Management community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/2aa3a4f1-c9a2-45e4-816b-e677c9d88afd

      130
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Internal Audit Roadmap (Q2 2026)
      Ideagen Internal Audit Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Internal Audit community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/2aa3a4f1-c9a2-45e4-816b-e677c9d88afd

      00
      Alan Blair
      Ideagen Community Manager
      7 days ago
      Alan Blair
      Ideagen Community Manager
      Alan BlairIdeagen Community Manager
       Discussions
      Ideagen Audit Quality Roadmap (Q2 2026)
      Ideagen Audit Quality Roadmap (Q2 2026)

      ✨ Exciting news for the Ideagen Audit Quality community!We're delighted to share a first look at a brand-new wave of features and improvements heading your way.These updates have been designed with your experience in mind — enhancing workflows, improving visibility, and making the system more intuitive across your organisation.🎥 Watch the update video to explore what's new, what's changing, and how these enhancements will empower your teams to deliver stronger, more consistent outcomes.We'd love to hear your feedback — let us know what you think in the comments! 💬https://app.screendesk.io/recordings/658092ad-59b2-43ca-8515-bbffd9075348

      20
      Alan Blair
      Ideagen Community Manager
      7 days ago
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