How do you add an attachment to a supplier record in the web version?

Hi there,What is the best way to bulk upload new users and give them access to mandated content as part of that upload?Having difficulty finding the correct templae to use to do the upload, I’ve found a couple. Which is the correct one?ThanksBilly

Hi everyone!I'm new to Ideagen Luminate and to this community, so please bear with me as I find my feet! As an administrator, I've been using Ideagen Policy Connect for a little while. I'll be honest — I'm finding it a little difficult to navigate and not very intuitive for me at this stage. I'm sure it's just a matter of getting to know the platform better!I'm keen to find the right training resources to help me work more efficiently and build a better understanding of the system as a whole. I want to make sure I'm getting the most out of it for my organisation. Could anyone point me in the right direction? Whether it's specific training modules, video tutorials, webinars or tips from your own experience — I'd really appreciate any guidance the community can offer.Thanks so much in advance — looking forward to learning from you all! 😊

I need to set up 3 annual PIs that will be updated every September and then outputted in the September data of our reports.  I set them up with start dates of 30th September 2026.  I then entered the updates for 2026 and the PI says the next update due is 30Sept 2028! skipping a year.. also no data is outputted at all in reports for September 2026.  i can’t find anything anywhere that explains why any of this happens.  Does anyone have any insights?

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! 

We’re thinking of setting up a regional clinical audit - collecting anonymised patient data from other hospitals in our region. Has anyone used IHG for this type of project? If so, how easy did you find it to contain access for external users to just the one data collection tool? What IG issues did you face? Most people use REDCap - and we will probably go down this route too but just curious if anyone has already tried using IHG instead and how successful it was

Hi,My reviewers have received multiple emails of same content when I assign a particular document for them to review.I assigned a document to 5 reviewers and instead of them receiving 1 email, they received 5. However this does not occur with all documents I assign.What could be causing this?Thanks for your help.Ken

Quality Management hosted customer upgrade announcementBy Jeena Stephen Last updated October 2026 I have just read this announement above; we currently use version 7.3 will these changes affect our system and when will I notice the ‘Changes’ updates?  We are directly hosted by Ideagen. Many thanks Teresa 

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

There is currently one “Occurrence created” message in the “Customisation - Messaging” section of the admin panel in version 7.7.0.0. Is it possible to create a second “Occurrence created” message that can be sent to conditional reciepients instead of the existing one?

We need to be able to remove the text "pastoral care" and replace it with "wellbeing" through all policies.This has been done in a policy, we need it done in the following Policies.“Pastoral Care Policy and Procedures”Boarder Program wherever it appears.School Registration program.Thank you.