Can someone tell me how to best set up annual renewable courses in Academy so they are reflected in the person’s workload in IQM?   Are there any docs available that explain how the link between the ‘People’ module in IQM and Academy works, and how you get Academy and IQM to work in conjunction to manage outstanding training events? 

Hello!We have a pretty frequent issue where the iOS app errors out when trying to sync to the server to push updates to our ipads that we use for offline document access (which has to be up to date at all times, so the sync failure causes a gap in compliance). There are three errors that appear: 2 error messages or the app just crashing. The only thing that we have figured out for “fixing” the issue (per our IT dept) is to just keep trying until it works, however I have spent several hours over several days just trying and trying again to no avail. The only time it becomes successful is when I bring them over to IT and my IT guy does the same exact thing that I’ve been doing.Here’s one error we see: And the other one just says “Unable to Sync - Unable to complete a sync. Ideagen Quality Management server may be down”. We know that the server isn’t down because we’re accessing it just fine elsewhere.Anybody have a better solution to these errors beyond just centering all of my work hour

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!

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

Does anyone have access to the option of selecting different trigger types as described in introduction to triggers?

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

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.

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  

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 need to delete selected records, in particular submitted occurrence forms; due to data retention  requirements/regulations. this would require running a search against a bespoke date field and then deleting in bulk (probably 100s or more likely thousands at a time). this process would need to also delete any linked Incident and CAPA records at the same time. There's no obvious function i can see to do this, unless anyone can advise differently?alternative would be to commission a bespoke SQL script to perform this activity, which we’d then run again annually. anyone ever done anything similar. and/or how do other clients deal with data retention requirements? 

Many teams still rely on annual stock audits, but with growing compliance and accuracy demands, that approach is increasingly risky. Inventory systems track transactions — inventory audits confirm physical existence and accuracy.Audit frequency should be driven by inventory risk, not habit. High-value or regulated items may need weekly checks, while low-risk stock might be verified monthly or quarterly. Infrequent audits often allow stock discrepancies to build up unnoticed.More organizations are now combining cycle counting with full audits to maintain audit-ready inventory year-round. Digital audit tools like Stockount support this by enabling faster verification, traceable audit records, and quicker reconciliation.Discussion:How often do you audit physical stock today? Has cycle counting or digital inventory auditing improved accuracy without disrupting operations?

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.

IQM Pro v7.5.0.0: Has anyone managed to close an Action within an Incident Stage, and the software not request an electronic signature before? (With a standard user account, not Admin).

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. 

How to publish the module so staff can view it online.

Hi, trying to get some information for our IT guys. We are looking to extract data into our internal databases so Power BI reports can be built using that. Have had a look through API documentation. IT guys are requesting the test and production details. Can anyone provide those so I can pass them on?