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Discussions

Ask a question or engage in conversation about industry, professional challenges, platform experiences, or any other relevant topics.

  • 45 Posts
  • 50 Replies
45 Posts
Paul Callaghan
Ideagen Employee
Paul CallaghanIdeagen Employee
 Discussions
Become an Ideagen Quality Management: Professional certified administrator 🚀✨Certification

Hi, everyone 👋🏻I thought it would be worth sharing that we have some availability for September and November’s intake for Ideagen Quality Management: Professional’s four-day online Certified Administrator course. This certification was made for those of you looking to build or refresh your knowledge around the features and functions of the platform’s QMS and IMS modules.Learn morePlease feel free to share any questions you might have about the certification via a reply below!

1380
Paul Callaghan
Ideagen Employee
1 month ago
Paul Callaghan
Ideagen Employee
Paul CallaghanIdeagen Employee
 Discussions
Unlock success: sign up for Ideagen Quality Management Professional certified administrator training!Certification

Ready to level up your expertise?Looking to grow your Ideagen Quality Management Professional skills? Sign our 4-day online certified administrator course covering Ideagen's Quality Management System (QMS) and Incident Management System (IMS) modules.Click the link below to learn more or share any questions below. 💭Learn more

2402
Samuel Brown
Ideagen Community Manager
6 months ago
G
Thinker
GMikulaThinker
 Discussions
ECCAIRS-Compatible Reporting in Ideagen Quality Management: Looking for Best Practices

Hello everyone,I am the Safety Manager at LOT Polish Airlines, and we are in the process of introducing ECCAIRS-compatible reports into our system. We are currently using Ideagen Quality Management: Professional, and we've successfully imported all the necessary fields into our system.The challenge we're facing is with providing a user-friendly experience for our pilots and other employees to submit these reports. ECCAIRS requires a significant number of fields to be filled out, many of which are either unnecessary for the initial submission or should/can be completed at a later stage by the flight safety inspectors. We are concerned that this complexity might discourage individuals from reporting and make a template of a report hard to fill out.On the web reporting portal, we can hide certain fields from the reporter, but unfortunately, this functionality does not seem to be available on the mobile app, which many of our employees may use for convenience.How are you handling this issu

0
G
Thinker
7 days ago
K
Thinker
KPrestonThinker
 Discussions
Can you add events without completing them?

Hi Community!Is there a way to restrict the permissions so a user could add an event, but not complete it? For example, I would like a training user to create their own event, but then a training manager would be required to check the record before marking it as complete? Thanks,Kate

1
Sam Jackson
Ideagen Employee
25 days ago
J
Thinker
JacThinker
 Discussions
Document Control : Deadline to Acknowledge

Hello, I was wondering if there was a default deadline to acknowledge documents shared via Q-Pulse. I understand that it has an Overdue Notification function but I can’t seem to find the exact time period which triggers the overdue flag. Any help would be appreaciated,Jac. 

1
Sam Jackson
Ideagen Employee
27 days ago
C
Thinker
ClaireThinker
 Discussions
Is there a way to flag total items on a Document Register

i just wondered if anyone know if there is a way to show the total number of items on a register ,  in particular in the document module would like to identify how many documents we have activated .   Thanks 

2
C
Thinker
1 month ago
D
Thinker
drewk1Thinker
 Discussions
Assets module . Multiple edit properties

Q-Pulse Business Version: 6.2.1.15Is there any way to bulk edit properties / Additional fields ?I have set up a user defined field and wish to populate it with a value which is the same for approximately 300 records.  

2
D
Thinker
1 month ago
S
Thinker
Stuart PopeThinker
 Discussions
Date System Limitations in Ideagen Quality Management – suggested improvement.

Recently we requested for Ideagen to develop the way the due date system works to improve functionality and save on time wastage within the business.The current workload functionality is set at the template stage and is purely based on the raised date. This is great in theory, but in the real world, it leads to a lack of efficiency & requires considerable manual intervention with the need for micro-managing all the due dates of stages & actions within the system.As an FYI some of our Q-Pulse processes have 15 or more stages with multiple tasks within each stage.Scenario - We have a process that involves three sequential stages, the current methodology has defined dates as follows:The first stage due date is preset 7 days from the raised date, the second stage due date is preset 12 days from the raised date, and the third stage due date is 16 days from the raised date.In theory, the task will be completed in 16 days and no dates will ever be changed.However, what if the first st

1
F
Thinker
2 months ago
C
Thinker
CareytThinker
 Discussions
Is it possible to remane "user defined additional fields" within the CAPA module of v6?

Hi, I am hoping that someone may be able to advise. I am currently using a user defined section of the CAPA module to collate additional information within the reports and was wondering if it is possible to rename this heading from “user defined” to something more appropriate that other users within our QMS would be able to find?

2
C
Thinker
2 months ago
C
Thinker
ColinThinker
 Discussions
Document Distribution

Hi All,We are currently using the Distribution functionality on the Document Module to control the issuance (distribution/acknowldge) of our paper logbooks however do not have the option in the module  to record when they are returned.Does anyone have any suggestions of how they manage this process?KRColin  

2
C
Thinker
2 months ago
M
Thinker
MakcrownThinker
 Discussions
Report Designer - creating a list from using the filter string Notified Date not within 30 days

Hi All, I have been tasked to create a new report for our outstanding document acknowledgements >30 days.I have tried to use the normal parameters that i use to get from the document module list but when I go to the report designer there is no way to add 30 days in the filter string section.Can anyone point me in the right direction at all?

2
M
Thinker
2 months ago
H
Thinker
HLEWISThinker
 Discussions
Report Designer - Explanation of Fields

I am trying to teach myself how to design reports and messages. I can’t seem to find a resource that explains what each field presents as in the report. For example in the message for Draft Approver Rejected what information is returned for the fields listed?

4
M
Thinker
2 months ago
Marty Delima
Thinker
Marty DelimaThinker
 Discussions
Moving multiple assets in Q-Pulse

Is there a way to move multiple assets to a new location in the Assets Module in Q-Pulse? I’m trying to assign multiple inspection gauges to another department/location. Thanks.

1
Paul Callaghan
Ideagen Employee
3 months ago
K
Thinker
KPrestonThinker
 Discussions
Master Competencies with Multiple Levels

Hi All, I’m new to Q-Pulse and am currently trying to set up the People module to use for training.I have successfully applied Master Competencies to Job Roles which then populate the training plan with all of the requirements in one level.However, where I have set up a Master Competency with two levels, only one level is applying to the job role.In the Master Competency section the two levels of requirements are bundled together. However they are split as two separate lines when I come to apply them to the Job Role. Can anyone help with where I am going wrong? I am hoping to have one level with activities that are required to be completed, and then the other level will link the required SOPs. Thanks,Kate

2
K
Thinker
3 months ago
P
Thinker
PATS AircraftThinker
 Discussions
Document module Group Editing

We love all the functionality the IQM document module has to offer, and we utilize all of it.  We have large projects that include hundreds of data records which are linked by using related documents. There are times where new metadata will be added, we do often use a placeholder if we anticipate an addition. If there was a group edit function for Properties, it would prevent us to open each record’s properties to add this new metadata.  We also share data with our suppliers and customers using Ideagen Huddle, the data in Huddle is hyperlinked to IQM so if there is a change our supplier/customer has the current revision. To notify them of the revision change we add them to the Notify Only in Distribution. Here again it can be hundreds of data records, so a group edit for the Distribution function would be very valuable to us.

0
P
Thinker
4 months ago
A
Thinker
Amy FairleyThinker
 Discussions
Changing a stage name

Hello -  does anyone know if there is a way to change the name of a stage in the Customer module? I want to change the name of the “Compliments” stage to something else. Any compliments we receive (and let’s face it, there won’t be many...) will be added in the properties. 

3
Paul Callaghan
Ideagen Employee
4 months ago
Adam Trigg
Thinker
Adam TriggThinker
 Discussions
Organising dashboards into groups

I am keen to leverage the dashboard functionality better. I use it all the time and want to encourage more use of it across my organisation but build in controlled access.I want to organise dashboards into groups for different business functions and then control acccess to these dashboard groups. Is anyone aware of any requests for this idea previously or whether this idea might be in the development pipeline already?

2
Paul Callaghan
Ideagen Employee
5 months ago
M
Thinker
Monika BlinstrubyteThinker
 Discussions
Checked out documents

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! 

1
A
6 months ago
Samuel Brown
Ideagen Community Manager
Samuel BrownIdeagen Community Manager
 Discussions
ISO 13485:2016 7.3: Medical device design controls and why they’re importantBlog

 Aaron HoareMedical device design controls are a set of policies and practices intended to ensure consistent translation of input requirements into a physical product that meets those requirements.Good design controls are important to:Reduce product risks Demonstrate your product is fit for purpose Align your organizationISO 13485:2016 sets out a series of requirements for design controls. So how can you actually apply, manage and use our software to ensure you are compliant with ISO 13485 design control requirements?Each of the sub-clauses in 7.3 require documented SOPs (Standard Operating Procedures). Our software takes this one step further – it enables you to enforce each of the procedures, making quality by design and default.It's a much more natural way to plan, record and manage quality - an approach preferred by auditors. Rather than SOPs which are bolted-on, they are embedded. Quality is part of the culture. It's no longer a "quality management system" as such, it's the busine

1180
K
Newcomer
6 months ago
A
Thinker
andyseeThinker
 Discussions
Moving to Q-Pulse cloud

I’ve seen recent reports from other NHS centres (looking to upgrade their local Q-Pulse installation) that they are being given no option but to switch to the cloud version with a corresponding significant increase in maintenance costs. Has anyone experienced this?Cheers,Andy, Newcastle

3
S
Ideagen Employee
7 months ago
R
Thinker
Risky BusinessThinker
 Discussions
Mobile App Release 2.5 notes Lack of detail

With the recent Mobile App upgrade to 2.5 the release notes appeared very light on detail but gave the impression that most of the changes were superficial presentation and rebranding to announce the new brand and improve the user experience along with mentioning the below:Now not being a software or network security specialist this appears to lack detail around when implemented you will no longer be able to support android devices using third party remote sharing such as MS Teams, TeamViewer or other apps of it’s ilk, nor will android phones be able to take screenshots of the app so if you were intending on making a user guide for your users best you do it on iOS and hope that the android experience is identical because - well users are users.So Ideagen, can you please tell me how we can now remotely support the portion of our user community using android phones? I’m hoping someone here can help because raising a service ticket keeps pointing me back to the wonderfully light on detail

1
Paul Callaghan
Ideagen Employee
7 months ago
C
Thinker
Caber FeidhThinker
 Discussions
Service Desk

Our organisation currently cannot access the cloud based version and I have phoned and left call back details over 4 hours ago and still no response. Is this typical of the level of service I can expect? 

2
C
Thinker
7 months ago
Sam Jackson
Ideagen Employee
Sam JacksonIdeagen Employee
 Discussions
Cracking the Code: Januarys IQM Pro Tip - Archiving Customer and Supplier Records

What better way to commence the new year than by embracing a brand-new IQM Pro Tip, ushering in a wave of fresh insights and possibilities!In this months edition we’ll be answering the age old question - Is it possible to archive customers and suppliers, because I can’t find a button for it!?If that sounds like something that’s been keeping you up at night, I’m delighted to share that it is in fact possible to archive a Customer or Supplier record within the system. Keep reading below to find out just how you can do this…If you have been using IQM Pro for a long time, you likely have many Supplier and Customer Records in those modules. It is possible there are some that you are no longer affiliated with, yet they still appear in your Module List View. Rather than deleting them and losing all of the valuable data, you can actually just archive them and even reinstate them again in the future.In the Administration Console, under Managed Lists, select Customer/Supplier Name   Select the

0
Sam Jackson
Ideagen Employee
8 months ago
Z
Thinker
zkonradThinker
 Discussions
Which Authenitcation Algorithm is used

Our corporate office is requesting information that I can not figure out.  This is what they are requesting and a brief description of it.Q-Pulse                which authentication algorithm is used for SC-10.01 (Acceptable Answers: HTTPS/LDAPS/SSH/Kerbros/FTPS/SFTP)?SC-10.01- This control goes hand in hand with the IA-04.03 how are we securing the session that is being created and passing the information this is more where you are addressing HTTPS, SSH, FTPS, SFTP and so there needs to be an understanding how data is transmitted and how the session is protected. Any idea how I figure this out for Q-Pulse?

2
Z
Thinker
8 months ago
Sam Jackson
Ideagen Employee
Sam JacksonIdeagen Employee
 Discussions
Quick Tips From a Pre-Sales Consultant - Ideagen Quality Management Pro - December Edition

Each month I’ll be sharing a useful tip and trick that I’ve picked up from my years as a Consultant within Ideagen with the hope that it might be something even the seasoned IQM Pro veteran isn’t aware of. This month we’ll be looking at the relationship between CA/PAs and Documents.A common topic that came up with clients was that it’s all well and good that you can access CA/PA records related to Assets/Audits/Incidents/Suppliers/Customers from either module, but the documents only seem to work one way (from within the CA/PA Module). If the above sounds familiar, you’ll happy to hear that there is actually a way to track and trend all non-conformances related to a document from within the Document Module and below I’ll show you just how this can be achieved...1. Log in to IQM Pro and open the Document Module. Once here, select the Document of interest.2. Double Click to open that Documents Detail View. Once here, use the View dropdown menu and select Related Non-Conformances (it’s as

0
Sam Jackson
Ideagen Employee
9 months ago

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