Good day, all.I have been investigating how ideagen mail manager (or oneplace mail) processes client data (looking at it from a security perspective).I cannot find any documentation as to what is processed outside the M365 tenant (some data seems to be sent outside the tenant). Can anyone point me in the right direction?Thanks in advance

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.  

I recently tried to hyperlink a controlled document in Ideagen Quality Management system by Copy-and-Paste the URL into a Word document. After hyperlinking it, I returned to Ideagen to open the Document Tree to verify, the document disappeared.It still shows up on my Advanced search, so the item still exists. I also looked up the Audit Trail and it did not show anything happened to the document. Can anyone help?

Can you also provide how to create a report for risks as opposed audits please

Hello, When you have users that leave the business and you archive them, when they have outstanding actions like Document acknowledgements, is there any way you can do this easily? Currently I have to reassign ownership to an admin account and sign them off myself with a comment. Is there anything else that other users do that works better?Thanks, Kay

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! 😊

What are best practices when setting up competencies, job roles, and training events so that the system can identify what the training needs are? When employees change competencies or job roles, will the training need to be redone to reflect the updated changes?  

We are having issues with the macros on our Excel Files, more specifically the dates and revision numbers are not updating correctly. Has anyone else experienced this or have a fix for this?  

Looking into updating our Training and Production from 7.9.1.1. Does anyone have any experience or suggestions on easiest and more successful path for this? Any tips/suggestions welcomed

How do you segregate audits? ie just see supplier audits for the year or internal audits for the year? 

Trying to migrate users from the desktop to web client (v7.10) but the web client doesn’t carry over searches.As an admin, is there a way to define searches and then distribute them so that a standardised or routinely expected set of search criteria is immediately accessible to everyone?

Hi, I’d like to be able to incorporate info from more than one of the Custom Fields in a workflow into the Inbox Display name. Is there a creative workaround to make that possible? For example, I want the Inbox Display name for PTs to show the Assigned Examiner name and the test ID.

Is there guidance on use of the SafetyStratus Dashboard Configuration function to create a new customized dashboard?

Hello, I wish to create a dashboard for overdue document reviews like for outstanding acknowledgements with a treemap by dept then person but for documents past their review date. How do I set this up? Thanks

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

Is there a way to change the name of a file once it’s attached to phases or steps?

I get the following error message when trying to move emails from one location to another. 

Is there an easy way to run a report on expired insurances? When I run it and in the column is expired it is listing previously expired and deleted certificates, as well as the ones that are current for the same contractor

Hi, We are using q-pulse SaaS version, where can I download the Word q-pulse add-ons for installation? Thank you,RPL