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. 

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

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 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.

Is there currently a way to use the external custom fields to attach more than one file at a time?I have users needing to upload between 2 and 20 pictures and having to go through the ‘Choose File’ button for each is very time consuming. Is there a way to bulk attach to the form/ workflow?

Is there a way to have a workflow generate a report at the end?Idealy i would like to have this sent to either a SharePoint folder or an internal folder in Qualtrax.The goal is to be ablet o look up old reports if you dont know the information to search the primary database of the workflow. Or have a PDF/Word/ or other format created to be exproted to send to internal and external customers. the work flow we are trying to do this with are quality non conformances.

At this point can a PDF be used to initiat a work flow or uploaded to a work flow to fill in fields?

Hi everyone! 👋Our team is currently building new training resources for version 7.9, focusing on the updated web interface. These materials are designed to make it easier for you to navigate and get the most out of the latest changes.Now we’d love your input!What would you like to see next?Are there specific topics, workflows, or tips that would make a big difference for you and your teams? Maybe deep dives into reporting, best practices for configuration, or quick-start guides for new features?Your ideas help shape what we create—so drop your suggestions in the comments and let’s build something great together!

With the launch of Luminate, will the Ideagen Academy be archived/ceased as it appears that the majority of courses/training are now available within the Skills section of Luminate. if this is the case, will users be able to link any completed courses with their People record on IQM via a manual sync process (as we do now with the Academy)? 

Hi there, I am new on here and this is my first post so hope I am in the right spot. I am aware that on 10.12.2025 the legislation regarding the Social Media Age Restrictions become effective and I was looking to see if I could find an upcoming release  updates for the Student Use of Social Media Policy and Procedures page in the Student Duty of Care Module but couldn’t find anything. Any guidance is appreciated. 

Hi! I am trying to create a method of tracking regulatory reporting requirements for changes made to documents. For context, I am using the Windows desktop client version 7.6.0.0. I started by testing out customizing a user defined field via custom fields & managed lists that lists the different types of regulatory reporting that may be required with a document update.Training environment - Document Properties Editor, Additional FieldsThe problem I ran into with this is that changes made to the user defined field were bound at the document level, so when I changed the reporting requirement for a new revision, it changed previous revisions as well, which causes a problem when we are pulling lists of document changes for our annual report and a document has updated multiple times within a year.We have that “Change Attachments” field that is bound at the revision level, however that only allows document uploads (as far as I’m aware). Is there a way that I can change a user defined fie

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!