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

Good day!We are an IQMS professional customer with an Academy integration.There is not a specific ‘Academy Forum’, but I thought that I would ask here. I’m trying to clean out our courses in Academy and there are a number of them that I cannot do anything with. Here is what they look like.Any suggestions?

I've successfully added hyperlinks into q-pulse reports and messages, however hyperlinks don't seem to work in the Incident templates (or CAPA templates).I've tried adding the URL address into an incident template, within the stage details - however when that field appears in any messages that incorporates that field, it looks like a hyperlink but the address is not recognised. oddly it does work for an email address link, opening up a new OL email message.i would normally get round this by putting this hyperlink (for user guidance) in the related message(s), however because it not applicable to all forms and message aren't form specific (unlike templates) it doesn't work for our situation/requirements.any suggestions are most welcome.

Is there a way to create an attachment Library?

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!

Hi there!  Is there any way to send out emails/escalations to people who have checked out a document and not checked it back in for an x amount of time?  Thanks! 

Just wondering if anyone could help with distributing document acknowledgement and document review emails from the system.Currently, when the action owners receive the email, all recipient email addresses are visible in the To field. Is there any way to hide these email addresses? Many thanks for helping.  

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

How do I archive a user with outstanding workload? This used to be straightforward in the system where you could go to Admin > People > Select User > Archive however. since this function has moved to the Admin Console / User Management on the web I’m struggling to do this. I have managed to make the user ‘Inactive’ in the admin module but can’t find where the outstanding workload has went for this user. I have checked the section for reassigning ownership in advanced workload and it is not there.

When I used Qpulse some years ago, it had the functionality of downloading some audit checklists based on ISO standards. Is this option still available?

How to resent the login details to new users? They were unable to reset the password.

I’m looking to pull information for SCAR data and complaints per supplier and issue associated with, for example, foreign material. I have attached a photo of what I’m looking for. 

This issue has only come up for me recently, but when I go to save a document before checking it back into QMS, I get this Q-Pulse Password protection window: It’s never asked for this before, so is there a way to turn this function off in QMS? It slows down my work process quite a bit.

Hello,Is there a way to import data from an Excel sheet to create a custom field list, instead of adding each item manually one by one? I need to create a list with about 1,000 items, and entering them manually is taking quite a while.Thank you!

Hi,I have being asked to move a number of current/active accounts from Primary Licence to Secondary Licence.1.Can you let me know how to easy do this?What are the effects of moving from Primary to Secondary on the system? Is there any way to do this for a large amount at one time? Thank you for any advise in advance.