Hi everyone,I have being asked to get the IQM (AKA Q-Pulse) Mobile app up and going for Audit.  I got IT to place the App onto an Ipad.  The screen at the very start of my Log In. asks for the Server URL.  To which my IT have put the DRS link.  When I then they the Advance Username and password I get a message stating UNAUTHORIZED - You are not authorized to connect to this server.  Please use advanced settings to enter a network account.I was so excited to get this for Audit but 7 days later and the joy has left me. Any advice would be gratefully appreciated.  Thanks in advance.Version 7.3 in an apple ipad i think.  I am not tech minded.   

Hello,I’ve been pointed in this direction for adding a new persons signature to our system. 

Despite having assigned a user group the ‘CA/PA Edit Additional Fields Permission’ in the CA/PA Module, the entire Additional Fields sections remains greyed out for them. I have populated it with a dropdown to select from in User Field 1 and I can use the dropdown on records with my system admin access, but the users cannot regardless of whether I add the permission to the dynamic role(s) or their relevant static permission group. Any idea what’s preventing this from working???

Error.An error occurred while processing your request. Have raised a ticket as clearing browser history & cache did not work and none of our users can get it.Best wishesMel

Good morning Does anybody know if there is any way to prevent documents attached to occurrences from needing to be downloaded in order to view? 

I have attempted to set up a dashboard to monitor incidents and occurrences. This is what I have so far…The issue that I have is with the combo boxes and the subsequent data displayed. Here, the combo boxes are set to show August 2025 records, the pie charts all show the correct number of records (9), chart 1 and grid 1 do not (you can see here that the grid shows records from May and July).The combo boxes have 'incident' as a data source as do the pie charts. Chart 1 and Grid 1 have 'occurrences' as a data source we have to set the grid up on the occurrences data source to access all of the required fields.If I amend the data source for the combo boxes to 'occurrences' then all of the subsequent plots show incorrect amounts of data.Additionally, the hyperlinks that we were provided do not workI have tried the incident and the occurrence hyperlink in all possible combinations and it results in the following error messageI would appreciate your input as we have been struggling along wit

Staff have recently reported being unable to complete certain cleaning activities in a specific location.To summarize: we have four distinct cleaning tasks (e.g., Cleaning – Section A, Cleaning – Section B, etc.) assigned to various staff members within the same location. Up until two weeks ago, these tasks were being completed without issue. However, since then, a “Broken Rules” error message has been appearing when staff attempt to complete these activities. As a user with admin privileges, I’ve been manually completing the tasks on their behalf, but we haven’t yet identified the root cause of the issue.Does anyone have insight into what might be causing this or suggestions for a potential solution?Thanks!

Hi All,My name is Tamena Yousaf and I am leading the implementation of our new Q-Pulse Electronic Quality Management System (eQMS) at JointMedica as an Interim Consultant to assist them with going live with Q-pulse. I have previously implemented eQMS’s using Q-pulse and MasterControl.  Upon joining JointMedica, I have found that the level of support has been limited which has caused us delays and leaves us with unanswered questions.We plan to go live with the Documents Module mid November, we currently use desktop client, version 7.7.0.0 and are considering using the Web version instead as this desktop client version is different to what I have implemented previously as does not appear as user friendly to what I am used to.  Upon requesting Ideagen for support to access the Web version link we are seeing delays in response times and support - is this due to being on the Essentials package?Can anyone advise and support us while we look into upgrading to a higher support level?Looking fo

Hello!I’m wondering if anyone has had success with uploading excel documents into Q-Pulse with headers that will pull the active date of the document? (Similar to how the word plug-in does for MS word documents). We have some validated spreadsheets that we use and I couldnt find information on if there is any excel based functionality or plugin.

Wondering if Automatic File Transfer can be configured to drop files into a Microsoft SharePoint location? 

I am currently testing Ideagen before we transfer from Qualtrax. I created workflows with no problem. However, the email actions are not going out to anyone.. Is this an Ideagen test problem or is it a problem for out IT department?

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

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

I created a Custom Field (text type) and added them to a folder. Let’s call the Custom Field = A. I entered the text data into the custom field properties of a document in the folder. When running a Document report to retrieve the data, the report displays previous/historical data of the custom field B (note: custom field B was deleted and replaced with custom field A). Is there anyway to update the report display to show data entered into custom field A, which is the current setting of the document properties?

Hello,We have two sites set up to access Scannell Enviromanger. In order to access eash site, users are added to a specific Active Directory group. Some users have changed site so have been added to the different AD group. However they cannot still not see the site in AD. Can we please set up a call to work on this issue as it is happening about 20 users who need to be able to access to the correct site once logged in.

Does anyone know how to remove recurring due dates (easily) for training events that have been archived or deleted?  

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!

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!

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.

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

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?

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 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?