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

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

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… 

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

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

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.

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

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! 

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.

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

Hi. New user here! Thanks in advance. My issue is that some of our staff have reported that they do not have the Workload tab on their Home screen of Ideagen Quality Management Professional. Our version is Version 7.9.1.5.As per Capability comparison between the Web and Windows clientshttps://iqm-pro.help.ideagen.com/hc/en-gb/articles/ [removed by moderator] -Capability-comparison-between-the-Web-and-Windows-clientsThis article outlines the current module and feature comparison on each interface, and states that Workload can currently be accessed via both a Web and Windows client. When I log in I can see Home- Workload, My Searchs,Others can only see My Searches. Any idea when this may be and how to add?

Is there a way to get the Revision Number of a document into a footer that will automatically update when a new revision is published? Have had no luck with creating this so far and hoping someone has had success with this issue before.

Good evening, I’ve got a question regarding permissions for CAPA wizard. We would like to give users the ability to add an attachment in a CAPA wizard. And while we can attachments to the wizards, users with “create CA/PA via wizard” permissions are not able to add an attachment. We don’t want to statically assign ‘CA/PA edit attachments’ permissions as we only would like the option of adding attachments in the wizard rather than all users being able to edit attachments in CA/PAs at a later date. Is there a way to achieve this via the wizard? Thanks, Anna