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    10
      R
      Thinker
      Robert.GittinsThinker
       Discussions
      Reoccurring document reviews – assign to a group

      HelloIs it possible to assign a reoccurring document review to a group of people? I want it so a group get notified and any member of the group will be able to conduct a review.I have around 200 documents that need to be checked every 3 months. Currently only the owner will get notified of the review. I would be time consuming to manual allocate the reviews out to a team.Thanking youRobert Gittins

      140
      R
      Thinker
      10 days ago
      Q
      Thinker
      QPQThinker
       Discussions
      Assigning documents to reviewers

      Hi, Is it possible to assign document for review within q-pulse? In the same way that they can be allocated for approval. 

      922
      R
      Thinker
      10 days ago
      R
      Thinker
      RichardWThinker
       Discussions
      Restricted Document Views

      Hi Fellow Users!I have inherited a database without user security groups, instead all users have documents (full Access) or no access. I have created a new document type and a user group (for new users) that restricts those new users to only viewing the new document type but…Is there a way to restrict the document reviews for existing users with documents (full Access) so they can’t view the new document type I’ve created- basically I want to avoid the huge job of redefining access levels through the removal of documents (full access)Hope someone out there can please help… 

      180
      R
      Thinker
      11 days ago
      K
      Thinker
      KyleAtSNCThinker
       Discussions
      API Integration

      We are attempting to drive an integration with PleaseReview via a custom app. To do so, we have attempted to create a trusted client in our portal, and call ListLoginMethods and Login1. Both API endpoints give the following response: <?xml version="1.0" encoding="utf-8"?><soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">    <soap:Body>        <soap:Fault>            <faultcode>soap:Client</faultcode>            <faultstring>Client Access Key is not valid ---> INVALID_ACCESS_KEY:Client Access Key is not valid:</faultstring>            <faultactor>kcentrix.com/tara</faultactor>            <detail>                <TaraUserException ExceptionCodeMnemonic="INVALID_ACCESS_KEY" ExceptionCodeValue="55" UserMessage="Client Access Key is not valid">INVALID_ACCESS_KEY:Client Access Key is not valid:</Ta

      1611
      F
      Thinker
      12 days ago
      H
      Thinker
      HabreenThinker
       Discussions
      Deleted Document Record

      Is there a way to recover a deleted ‘document record’ in Documents module?

      100
      H
      Thinker
      12 days ago
      R
      Thinker
      Richard PriceThinker
       Discussions
      HAVS Operator Exposure Alert emails

      Our company has been using Reactec wearable technology for HAVS for a number of years. We had been set up for receiving operator exposure email alerts for when operators exceed the HAVS EAV or ELV. These emails have stopped since the admin portal changed from Reactec to Ideagen & I can't find how to switch the email alerts back on. Any help on switching the operator exposure alert emails back on would be appreciated. Thank you.

      401
      Alan Blair
      Ideagen Luminate Manager
      15 days ago
      J
      Thinker
      JointMedica1Thinker
       Discussions
      Saved Searches in Documents Module

      Hello, Would anyone be able to help me find where the saved searches are on the web version of IQMPThanksWill.

      153
      Jordi Comas
      Enthusiast
      15 days ago
      C
      Thinker
      corrieThinker
       Discussions
      Reflective Practice

      Hello, I would like to explore the possibility of adding a reflective practice section and workflow to my events form or doing something with actions to capture reflective practice, does anyone have an existing process/workflow they would be willing to discuss and share? My main concern currently is around permissions if this were to be created as a section on our event form. Thank you! 

      160
      C
      Thinker
      17 days ago
      Z
      Thinker
      zkonradThinker
       Discussions
      LSRF vs Repository Folder

      A while back, someone from support reviewed our setup and told us we need to create an LSRF folder separate from our Repository folder that we had used for years.  So we created a network share folder called AM_LSRF and gave access to the Q Pulse users.  I noticed that in the new AM_LSRF folder we created, it has some of the same folders that are in the original repository folder, but the original repository folder has many more folders in it.In the Setup Options for Q Pulse, should we direct everyone to the AM_LSRF folder and then remove the duplicate folders that are in the original repository folder?It’s kinda crazy that in order to use Q Pulse at our company, you need access to both of those folders and access to the database.  None of it really makes sense to any of us here.

      150
      Z
      Thinker
      25 days ago
      M
      Enthusiast
      MartynEnthusiast
       Discussions
      Retrieving original Document after PDF conversion & attachment change

      Hello,We really like the feature that allows us to convert a document (Word, Excel etc.) to a PDF. This can be done either when activating a draft, or when submitting for approval.Of course, we can also convert back again: When an active document is revised into a new draft/active document, and the checkbox to base the new file on a copy of the old is selected, the original attachment (Word/Excel) is made available again. This is great. We don’t need to keep backup copies of the original in other locations (file server etc.).However, in a few cases, such as when needing to make a minor adjustment or typo correction after a document has been made active, but without going through the full revision process, it’s more difficult.This is perhaps an edge case.Example workflow that leads to this issue:Create a Draft document, upload Word file, Activate and Convert to PDF Note a small mistake in the active document. Edit the document, delete the attachment, upload a new file and save.The probl

      532
      M
      Enthusiast
      26 days ago

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