Hello,We really like the feature that allows us to convert a document (Word, Excel etc.) to a PDF. This can be done either when activating a draft, or when submitting for approval.Of course, we can also convert back again: When an active document is revised into a new draft/active document, and the checkbox to base the new file on a copy of the old is selected, the original attachment (Word/Excel) is made available again. This is great. We don’t need to keep backup copies of the original in other locations (file server etc.).However, in a few cases, such as when needing to make a minor adjustment or typo correction after a document has been made active, but without going through the full revision process, it’s more difficult.This is perhaps an edge case.Example workflow that leads to this issue:Create a Draft document, upload Word file, Activate and Convert to PDF Note a small mistake in the active document. Edit the document, delete the attachment, upload a new file and save.The probl

Good evening, I’ve got a question regarding permissions for CAPA wizard. We would like to give users the ability to add an attachment in a CAPA wizard. And while we can attachments to the wizards, users with “create CA/PA via wizard” permissions are not able to add an attachment. We don’t want to statically assign ‘CA/PA edit attachments’ permissions as we only would like the option of adding attachments in the wizard rather than all users being able to edit attachments in CA/PAs at a later date. Is there a way to achieve this via the wizard? Thanks, Anna

Good day!We are an IQMS professional customer with an Academy integration.There is not a specific ‘Academy Forum’, but I thought that I would ask here. I’m trying to clean out our courses in Academy and there are a number of them that I cannot do anything with. Here is what they look like.Any suggestions?

Hi all, does anybody have have any advice on whether CA/PA from a specific source can be made confidential?  I have a small group of users working on confidential actions that we don’t want to be visible to the rest of the business, is it possible to give view and edit access only to a small group.  Thank you in advance for any help you can offer

Is it just me/my organisation that feels the permission model for CAPA has weaknesses?ignoring static and focusing of dynamic security permissions…we’ve always worked on the basis that:the CAPA owner/creator has full edit permission for a record (along with any associated auditors), the stage owners can only edit any stages they have been assigned as owners and stage action owners can only edit those they own/are assigned.that works fine except when the stage action owners need to attach evidence so that completion of the action can be independently verified. this fails as by default they don't have permission to attach files, and if given ‘add/edit attachments’ they also need the hieratical CAPA edit for that the work.if they are given that permission, then it also allow them to also edit the stages and wider CAPA elements - which breaks the cascading/workflow type control model. incidentally they can also edit the ‘details’ part of an agreed action, as well as the ‘response’, which i

I've successfully added hyperlinks into q-pulse reports and messages, however hyperlinks don't seem to work in the Incident templates (or CAPA templates).I've tried adding the URL address into an incident template, within the stage details - however when that field appears in any messages that incorporates that field, it looks like a hyperlink but the address is not recognised. oddly it does work for an email address link, opening up a new OL email message.i would normally get round this by putting this hyperlink (for user guidance) in the related message(s), however because it not applicable to all forms and message aren't form specific (unlike templates) it doesn't work for our situation/requirements.any suggestions are most welcome.

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!

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

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! 

Hi all,  Documents can sometimes be missed and not distributed to the right people if they have changed roles or if a new person has joined the team and there has not been time to update the copyholder templates. Has anyone else experienced this? Would it be possible to create dynamic copyholder templates, i.e. Distribute document IF Job Role “xyz” is TRUE? If a workaround already exists and I’m not aware, please let me know!! :) Thank you.   Kind regardsMonika Blinstrubyte

Just wondering if anyone could help with distributing document acknowledgement and document review emails from the system.Currently, when the action owners receive the email, all recipient email addresses are visible in the To field. Is there any way to hide these email addresses? Many thanks for helping.  

How do I archive a user with outstanding workload? This used to be straightforward in the system where you could go to Admin > People > Select User > Archive however. since this function has moved to the Admin Console / User Management on the web I’m struggling to do this. I have managed to make the user ‘Inactive’ in the admin module but can’t find where the outstanding workload has went for this user. I have checked the section for reassigning ownership in advanced workload and it is not there.

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?

This issue has only come up for me recently, but when I go to save a document before checking it back into QMS, I get this Q-Pulse Password protection window: It’s never asked for this before, so is there a way to turn this function off in QMS? It slows down my work process quite a bit.

Hi,I have being asked to move a number of current/active accounts from Primary Licence to Secondary Licence.1.Can you let me know how to easy do this?What are the effects of moving from Primary to Secondary on the system? Is there any way to do this for a large amount at one time? Thank you for any advise in advance. 

Our system was due to be upgraded on ‘w/c 27 April.’ We moved to the cloud platform last year in hopes for smoother upgrade cycles. We have been very disappointed in the lack of communication. We expect to be told of outages and when the downtime will occur as a time window rather than a vague weeklong span. I have started this conversation to look for answers for my organisation into how we get this vital information. On Friday morning last week, our eQMS was down, and we had no alerts from Ideagen that the upgrade had occurred and also failed. We require it for producing to go ahead - if it is down we stand to lose a production and incur downtime loss. Our Sales executive was not contactable and we have been left to pick up the aftermath. Please can we get some answers.

IN IQM, how do you change the status of an audit from Findings Completed to allow for further findings to be added 

Hi,I am recently trying to build a couple of dashboards and want to ask if there is a way or an ‘argument’ to use to filter a single department out? Not sure if I am missing something.Thanks,Kay

Our system is again down and support are currently ignoring us (not responding to emails)Our contract manager is on holiday.Who do I contact? can’t find a phone number to anyone?Any one else really not enjoying the system after the migration? It has barely worked since September.

Morning All,We’ve been using Quality Managment Professional (previoulsy Q-Pulse) for a number of years now and have a question around document permissions. When we initially set Q-Pulse up, we created a user group called “Basic User” for all users which gives access to certain modules, including docs and access to view and print attachments.We now want to be able to resrict access to certain document types to prevent printing or saving out of QMP to users local machines. Is there a way of doing this? (we’re currently on version 7.8.1.9)   

Is there a way to restrict users so they can only view specific document types?We currently have separate document types set up for SOPs and Forms. Our goal is to allow users to view both, but only permit printing for Forms.However, I wasn’t able to find anything in the admin module that supports this level of selective control, permissions appear to be all or nothing when it comes to printing.

I would like to search for all items that have their last activity by date that have a certain outcome.i.e.  All items with an outcome of Booking\OUT as below: This would enable me to list all items that are booked out of our gauge store.Any solutions would be greatly appreciated.   

Would love some help please! We currently have our documents set to keep active date fixed (the date when the document originally became live) and review date to update when a document is reviewed. In some instances however, active date is updating after a review has been performed. For the life of me, I can’t work out where I can fix this. Any advice would be greatly appreciated!

Hello! Is there a way to import training records from an excl spreadsheet? We are in mid-transition and I am trying to get historical training records uploaded into the QMS. I had hoped that the academy integration would move the records, but that does not appear to be there case. So I am leaning towards entering the completed training records (prior to 2025 when we got Academy/QMS) into the QMS but am unsure if it is possible to import them directly. I have a ticket currently open about the issue however I have not had any response, and it has been over a month. I need to work on getting this completed but am stuck.