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? 

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.

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?

Hi,is it possible to add a hyperlink in a message notification. whilst i can paste in the URL i cant format that as a hyperlink. e.g. i’d like to be able to direct any user receiving an capa action notification to a guidance document located on our local n/w. any ideas? this would help those users that may not have used Q-Pulse previously. thanks Sean

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!

Hello, I archived a person inadvertently and I need to reinstate them. How can I do that?I tried to do so in the admin module, but I kept getting the error that the name was not unique. But I cannot find a way to reinstate them through the people module.  

Is there a way to move the tabs located on the right side of the dashboard to left side of the screen? 

Hello, Is there a way to assign a secondary document location to a document? I want it to appear in both folders. Thanks,KT!--a=1-->

Can anyone help with a process for removing the ability for staff to quick add categories or options while using the live environment. I presume this would involve creating a security group and adding all staff to it. Additions would then be managed through the managed lists in admin Thanks David

Hi All,New to the community. Was wondering if there is a way to modify the risk matrix in Ideagen? I note that the existing version doesn’t align with my organisations risk values and was hoping there's a way to change it so that I can use the one within the organisation I work for. That way when I’ve got workers completing the risk assessments they are using a familiar risk matrix model. Any thoughts on his one please?

HI,  We want an additional Matrix to display Opportunities score  in addition to the existing Risk Matrix with a different colour coding and descriptions etc.  Any one done this or know if it’s possible? Many thanks Ian

I want to create a group of people who need to sign off a template but only one person in that group is required. So the group could contain 4 people but if one person has approved it the rest don’t need to before it moves to the next stage.

Hi, just seeing if there is any known issues with Samsung devices having trouble with syncing Vault Notify & Check. We are experiencing users with Samsung devices being unable to or it's taking a long time for them to upload reports and audits. We use workforce safety. 

Hello, We are looking to download a backup of all of our information that we keep on the PI module of Ideagen Risk Management and were wondering if there was some type of bulk export functionality? We have lots of documents uploaded which are assigned to PIs as well as the inputs for the PI’s themselves, both of which we would want to somehow bulk export rather than manually recording. Is this possible? Please let me know, thank you.

Quality Event Workflows lose their titles, descriptions and attachments when workflows reach the Final Assessment stage.

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.

Has anybody managed to change the date format in the report designer for the CAPA notifications? Despite changing the format - it still comes through in the America format on the emails. Any idea what I am doing wrong? 

Hello Everyone, Does someone have Management of Change Template in Occurrences and Incidents Module for a 145 Organisation to share? We are trying to incorporate this in Q-Pulse. Thank you

Please can this be treated as a feature request.Separation of completed and open actions on the Action module. For example, having completed actions highlighted in green or separated from the actions that are still outstanding, and could sit at the top of the actions part of the risk form in a filtered format. That allows users to only show opened, closed or overdue actions.As you can see, from the screenshot below, it is not immediately obvious what is closed and what is not.Thank you Ben (South Western Ambulance) 

I can't access my InPhase account to record a feedback from a service user. It tells me that there is no account associated with my work email address when I try to log onto InPhase. I've signed up and logged onto the Luminate webpage, but I'm just unable to still access InPhase. Would you please be able to help me? Thank you. Bw, Sara

Good morning all,My query is in regard to adding items to form 1 in boxes 15-18. If I add, for example, a CotS item, the FAIR is automatically change to an “Assembly” FAIR in box 13. This is incorrect to the AS9102 standard and the report should stay as a “Detail” FAIR. Is there any way to stop this automation when a sub part is created in the repository?Thanks in advance. DR

Hi all,I have a question regarding the People module, specifically how Event History works for recurring or renewable events.In the Event History, I would like to add a new event of a certain type with: a Completed Date, and a Renew By date (for the next cycle). Could someone clarify how the logic works in practice for reminders and escalation?Once an event has both a Completed Date and a Renew By date, when do reminders stop?  After the Completed Date is entered in a new event of the same type and has a completed date or I have to edit the same event with the new completed date and a new renew by? But by doing that I will lose historical record of previous event.