Unanswered questions

Within the Dashboards feature of IQM in the Web based client, i’d like to create a list with the number of days since copyholders were notified. Would anyone know how to create a calculated field for this?

I’ve been tasked with creating a report for outstanding document approvals within IQM and i’ve noticed that there is a Ideagen created dashboard for outstanding copyholders in the dashboards section of the web client. I’ve been able to show this to my superiors, who like the fact that it is interactive and can show names and departments of who has not acknowledged the document. Now, has anyone been able to create a dashboard, similar to the one i’ve described, that can show all outstanding document approvals? If so, would you be able to share how it was set up so I can also set it up in my company’s database? Thanks in advance.

I can’t get any answers from support since they quit responding to my emails for the past 2 weeks.All we’re trying to do is move a Q Pulse Database from one SQL server to another. We’ve actually completed that task, and everything shows up when we connect to it, but we get an error. When We connect to the DB and try to open a file from the repository, we get an error that says:Could not open part.Could not lock the part ####. Does it have something to do with the old DB connecting to the repository/Network Share.Do we need to create a new DB and then move the data to it.Do we need to move the repository/Network share to a new server.

Dear Team, Trust this email finds you well. We would like to schedule a meeting with your team on the possibility of maintaining a repository for all audit engagements uploaded on MK Insight since inception. Kindly confirm the convenient date and time for the engagement. We appreciate your prompt response.

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?

I’m looking to see if there is any method that makes it possible to download documents/attachments akin to an API? The Document Retrieval Service looked promising at first, but upon seeing the interface shown in "Using the DRS", it doesn’t appear to serve that purpose?

Hello, Quick question for the group. Is there a way for an individual who has a ‘primary license’ to be logged in with a secondary license if there are no primary licenses available at that time? Is there a way to set it that way? As an example, earlier this week, I had two associates who were unable to log in because there were no primary licenses available, but what they were logging in to do did not require the actual primary license at that time. Does that make sense? Thanks in advance! Michelle

Hi, I wondered if there was any update on timescales for the roll-out plan of taxonomy 6? We’re being asked questions by our ICB about when this will be implemented.

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.

I am working on a workflow that will enable the user to upload saved documents in one occurrence. Each document has its own category which the user selects. Can this be done in a subform? Or, can the user indicate that there are more documents to load and restart the workflow again without exiting? What’s the most efficient way to do this?

Hi Everyone, Is there a way to “combine” compliance questions with the live connect information (text information, or non compliance questions)? We have not been able to display in the same widget this information and we have tried using object query and not been successful. Any help is appreciated! Thanks!

The QM department has reported that a specific document has been marked as obsolete in the system. They would like to track and identify the user who performed this action, along with the date and time it occurred. Could anyone please advise which database tables or logs we should check to retrieve this information? Your guidance is appreciated.

When will Mail Manager be able to scan an entire Sharepoint library and automatically find and index all emails? This would be useful for us. We have a SP library with tens of thousands of folders and subfolders, some of which (but not all) have emails in them. New folders are created all the time. It is far too much effort to manually find all the email locations. And we don’t want to have to create a new MM location every time we save an email in a new place.

Hi, We’re in the process of setting up Quality Management System and looking to understand if there are watermark options available for printing of certain document types (e.g. draft). Are there any header/footers able to be applied also? Many thanks, Rachel