Hello, we’ve had QM Essentials for a few years.  My predecessor created 2 custom work flows we primarily use.  We’ve wanted to expand the security on these to include other managers in our lab system.  Currently only myself and a few other QA folks have access as admins.  We’ve enabled the others to view and alter reports, as well as for them to view security in the reports tab for the custom report we’ve created for the custom workflow (that’s been established for years).  The users (who we thought we gave appropriate permissions to) still can’t run the report.  An error message is given.  I understand that maybe embedded within that workflow are additional security measures.  We’ve also enabled workflow definitions for them and within the workflow toggled on view security.  Any ideas on why they still can not run reports? 

Click “like” to vote for this new feature! (I have no idea if that’s the correct process but hey, hopefully someone from IdeaGen is watching)! We have the requirement across several of our apps to send out notifications to users based on the value of a date-based question answer.In particular a ‘due by’ date when action is needed, for example to update an incident, safeguarding concern, feedback, policy or risk.This might be a reminder that the date is soon, has arrived, or is overdue - and to keep reminding users.Several customers have posted on the forums about this, there are rumours of a fix but no one seems to have implemented it and we’ve been told by consultants and the service desk that it’s not possible. This really should be standard functionality in the product. All it would take is to have a question rule option within Triggers, where: The answer to [date question] is working days from today - with the option to enter a positive or negative numeric value.If this sounds for

Is it possible to create a notification email based on a due date on a questionnaire? We would like to be able to send reminder emails to people a couple of weeks before the due date.

Good afternoon,Can the Governance Planner be used to set up additional reminders for scheduling and planning training sessions in the next financial year, beyond the standard compliance scheduling? For example, I need to train engineers on hazard identification and risk management.Many thanks,

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!

Is it possible to go directly to a document from your inbox? I recently switched to the new inbox format and have found the only way to get to a document is by clicking on it, selecting document properties and then opening the document from properties. Frustrating not to be able get directly to the document anymore. 

The No-downtime Production Update on Thursday, November 20, 2025 introduced an issue where special characters in default calculations could fail to work correctly in certain cases. This update reached our European and Canadian data centers on Wednesday, December 3rd. We are addressing the issue with a no-downtime Production Update on Thursday, December 11th, 2025. You can read the release notes for more detail.As always, if you have any questions or concerns, please don't hesitate to contact us.-Greg

Please be aware that the release previously planned for Thursday, December 11th is postponed until Thursday, December 18th. 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

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.

Hi , how to create people in the People module and then assign them a Q-Pulse login in the Administration module.Actually i added a user profile on People module and added all training records then realized had not created the user via Administration module. I want to link this profile to the administration module as need to create log in id as well. I checked in the setting i wasnt able to find anything. Please help , as quite a lot of records been uploaded for that profile. Thanks in advance.Best Regards ,Marwa Hussain

We are planning the following no-downtime mobile updates:Android (2.1.0) on December 11, 2025 Recent Assignments and Frequent Items New Relic integration Field-level help text Enhanced mobile submission performance iOS (1.49.0) on December 4, 2025 App rebranding Enhanced mobile submission performance Field-level help text New Relic integration Compatibility with iOS 26 Bug fixes Windows (1.6) on December 4, 2025Brand adoption New app ID Bug fixesFor additional details visit the release notes Ideagen EHSQ • Enterprise 2025 mobile release notes.As always, if you have any questions or concerns, please don't hesitate to contact us.

I am looking to add a header/footer to documents on our system.Is there a viable way to do this. Ideally it would contain the document title, ID and revision number.Has anyone had any experience with this?

Hello! We are looking at a way to reconfigure out how to set up our document management system in Ideagen to account for major and minor revisions. Essentially our current policy is that we must do a full review of our documents every 2 years, however if minor changes are needed between that those cycles we can do a shortened review before publishing the updates. We do not want these minor reviews to reset the expiration clock for the “full review”.How would you go about using the system to accomplish that?Hope that makes sense!

Platform UpdateWe are planning no-downtime updates to deliver Platform release 2.63.2 to the following areas:US Production: Thursday, December 11th Europe and Canada Production: Wednesday, December 17th US Government Cloud Production: Wednesday, January 7th (2026)You 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, December 5th. (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, December 31st.MaintenanceNo-downtime software maintenance on US Production servers:Between Tuesday, December 16th, and Thursday, December 18th. 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.

Hello everyone , I’m working my way through setting the Occurrences and Incidents . I would like the Occurrence to have mandatory field of “Severity”  to enable users to filter through more pressing issue (like in the Capa module ) anyone can help ?

Good morning,We are curious if any organizations currently use Qualtrax for your NAME accreditation and how your incorporate your NAME checklist into the system? Is it helpful for you?

I want to use the deputy function in the administration module for a staff member who will be away a fixed period.  I believe this should send all the CAPA and document notifications and escalations to the deputy and allow them to action against his name. Is this correct? Does any one have any experience of using this function? Thanks Paul  

Has anyone else had the issue since the rebrand where the Geometric symbols are no longer present

I’m trying to get the percentages on a pie chart to display the value with decimal places but can’t seem to find a way to do it. I’m using version 25.

Good morning, I'm having trouble importing my audit plan.

I am using IQM Pro version 7.7.0.0 and would like to set up and automatic email response when a complaint submitted through web reporting meets a given criteria, is this possible?

In the documents module, you can link related documents in Document Properties Editor. Is there a way to setup something similar in the Assets module? We’d like to link related assets by their unique numbers.