Hi! I am trying to create a method of tracking regulatory reporting requirements for changes made to documents. For context, I am using the Windows desktop client version 7.6.0.0. I started by testing out customizing a user defined field via custom fields & managed lists that lists the different types of regulatory reporting that may be required with a document update.Training environment - Document Properties Editor, Additional FieldsThe problem I ran into with this is that changes made to the user defined field were bound at the document level, so when I changed the reporting requirement for a new revision, it changed previous revisions as well, which causes a problem when we are pulling lists of document changes for our annual report and a document has updated multiple times within a year.We hav

Hi Everyone,We’re working on refining our permissions in the document management module, and I’m looking for a bit of guidance on how to restrict document downloads. Here's the situation:I’d like to set things up so that only the document owner can download their documents. For example, only the Environmental Manager should be able to download environmental documents — and not anyone else from the Environmental team or other departments. Do you think there is way to set permissions this way? Thanks again for all the help this week!

I am currently testing Ideagen before we transfer from Qualtrax. I created workflows with no problem. However, the email actions are not going out to anyone.. Is this an Ideagen test problem or is it a problem for out IT department?

Our company has 1 seat for Q-Pulse FAI.  We originally got the program back from Visual Fair.  Been using this for quite some time. Today I tried to create a FAI like normal.  Forms 1 & 2 came out as expected.  However, after ballooning 3 pages of characteristics, I went to Form 3 and there were multiple pages shown at the bottom.  Each one had 13 characteristics listed.  In total there are 7 pages.  There has only been one page up till now.  Am I doing something incorrectly or was there and upgrade to add pages to eliminate scrolling?Any help, advise will be appreciated….

Hello!I’m wondering if anyone has had success with uploading excel documents into Q-Pulse with headers that will pull the active date of the document? (Similar to how the word plug-in does for MS word documents). We have some validated spreadsheets that we use and I couldnt find information on if there is any excel based functionality or plugin.

HIWe are using version 7.7.0.When viewing the Requirements matrix from the web app and the desktop app, where the person has a requirement for a certain course that is a renewable event, the matrix is not showing the renewed status when it has been renewed.Any thoughts? 

HelloWe have this message “Server error: the soecified server is not responding” on the dialog box for login.Regards,

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

Hello, we’re attempting to export data from our modules, however there is detailed information from fields we customized specific for our occurrences. Is there a way we can bring in custom columns to those tables to sort through and export? I know there is the report function, but we’re having difficulty generating that. To me, it seems like the verbiage we can select is not connected to the items we’ve created in our fields. Thank you for your help.

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.  

Good afternoon, is there a way to show the frequency of scheduled activities in the list view / a report? I’d like to have a list that shows all activities scheduled over the next year and whether they’ve got an annual frequency. When I add the “period” column; it just says “fixed”.The activity record then states for the period, e.g. “The recurring period is set for 1 Year”. Is there any way to show this frequency in the list view or pull that into a report for all activities?Thanks, Anna

I have attempted to set up a dashboard to monitor incidents and occurrences. This is what I have so far…The issue that I have is with the combo boxes and the subsequent data displayed. Here, the combo boxes are set to show August 2025 records, the pie charts all show the correct number of records (9), chart 1 and grid 1 do not (you can see here that the grid shows records from May and July).The combo boxes have 'incident' as a data source as do the pie charts. Chart 1 and Grid 1 have 'occurrences' as a data source we have to set the grid up on the occurrences data source to access all of the required fields.If I amend the data source for the combo boxes to 'occurrences' then all of the subsequent plots show incorrect amounts of data.Additionally, the hyperlinks that we were provided do not work

Hi everyone,I have being asked to get the IQM (AKA Q-Pulse) Mobile app up and going for Audit.  I got IT to place the App onto an Ipad.  The screen at the very start of my Log In. asks for the Server URL.  To which my IT have put the DRS link.  When I then they the Advance Username and password I get a message stating UNAUTHORIZED - You are not authorized to connect to this server.  Please use advanced settings to enter a network account.I was so excited to get this for Audit but 7 days later and the joy has left me. Any advice would be gratefully appreciated.  Thanks in advance.Version 7.3 in an apple ipad i think.  I am not tech minded.   

Hello,I’ve been pointed in this direction for adding a new persons signature to our system. 

Despite having assigned a user group the ‘CA/PA Edit Additional Fields Permission’ in the CA/PA Module, the entire Additional Fields sections remains greyed out for them. I have populated it with a dropdown to select from in User Field 1 and I can use the dropdown on records with my system admin access, but the users cannot regardless of whether I add the permission to the dynamic role(s) or their relevant static permission group. Any idea what’s preventing this from working???

Error.An error occurred while processing your request. Have raised a ticket as clearing browser history & cache did not work and none of our users can get it.Best wishesMel

Good morning Does anybody know if there is any way to prevent documents attached to occurrences from needing to be downloaded in order to view? 

Staff have recently reported being unable to complete certain cleaning activities in a specific location.To summarize: we have four distinct cleaning tasks (e.g., Cleaning – Section A, Cleaning – Section B, etc.) assigned to various staff members within the same location. Up until two weeks ago, these tasks were being completed without issue. However, since then, a “Broken Rules” error message has been appearing when staff attempt to complete these activities. As a user with admin privileges, I’ve been manually completing the tasks on their behalf, but we haven’t yet identified the root cause of the issue.Does anyone have insight into what might be causing this or suggestions for a potential solution?Thanks!

Hi All,My name is Tamena Yousaf and I am leading the implementation of our new Q-Pulse Electronic Quality Management System (eQMS) at JointMedica as an Interim Consultant to assist them with going live with Q-pulse. I have previously implemented eQMS’s using Q-pulse and MasterControl.  Upon joining JointMedica, I have found that the level of support has been limited which has caused us delays and leaves us with unanswered questions.We plan to go live with the Documents Module mid November, we currently use desktop client, version 7.7.0.0 and are considering using the Web version instead as this desktop client version is different to what I have implemented previously as does not appear as user friendly to what I am used to.  Upon requesting Ideagen for support to access the Web version link we are seeing delays in response times and support - is this due to being on the Essentials package?Can anyone advise and support us while we look into upgrading to a

Hi all,When using Documents Module on the desktop client, the document owners are no longer able to add keyword to the documents that they are owner of. Does anybody know how to remedy this? 

Is there a way to switch off the web link being present in the email notifications that come out? We are not utilising the web portal at the moment and want to take away any confusion that having two links might cause

Dear Sir or madame,We cannot fetch any documents via the soap interfaceThe host exists, but I wont get the token from the interface (AuthenticateResult). Please help, please consider that as urgent, since we need to sync the documents on our mobile devices. Thank you in advance,Oliver Vorderegger

Hi All,Does anyone know of a simple way to visually differentiate the Live & Training environments that we have access to?I’m regularly testing changes in the Training environment before implementing them in the Live environment, but it’s very easy to mix them up when having both open simultaneously and switching between them.The Training environment does show “training.<databaseID>.ideagenpulse.com” at the start of the URL in the browser’s address bar, but it’s a subtle difference. In the Windows Client, there’s no easy way to tell which database you’re in, as far as I can see (only via Help > About).For the Web, being able to change the header banner colour would be all that’s needed. For the Client, I’m not sure what solution would be practical.Thanks,Martyn

Does anyone know how to remove recurring due dates (easily) for training events that have been archived or deleted?  

Hi everyone,I'm working on the document module and trying to set up access for a user to complete document reviews via the Review tab, but I’m running into an issue.The user is part of the "Manager - Documents" group with the following permissions: “document review”, document review action complete”, document review action edit”. The user has secondary licence..Despite this setup, the user cannot complete reviews from the Review tab,  as the action options enabled in the “Review” tab. Does anyone know if there are any additional permissions or settings needed, or maybe the secondary licence be a limitation?  Any suggestions or troubleshooting steps would be appreciated!Thanks in advance!