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!

Does anyone know if it possible for a Document Type assigned with a document numbering prefix to automatically assign the next sequential number but formatted with leading zeros (fixed number of digits). For example SOP00005, SOP00134, etc. I seem to only be able to get SOP5, SOP134.  We really need to ensure the total number of characters for document ID is consistent of always being 8 characters. We are currently using version 7.8.0.

Within the Dashboards feature of IQM in the Web based client, i’d like to create a list with the number of days since copyholders were notified. Would anyone know how to create a calculated field for this?

Hello,I’m a relatively new user of IQM 7. We are in the process of building up content for the business before it goes on wider release to our user base.I’ve dabbled with creating Dashboards, and while I have no problem with the designer functionality, understanding the data sources can be a challenge. Having created a couple of dashboards with the intention of displaying a particular type of information, I could not then find the data source I needed. So now there are redundant entries in the Dashboard list.Is there a way to delete a Dashboard from the list after it has been created? I cannot find any way to do this. I have System Wide Access.We are running version 7.8.0.0 at present.Thanks.

In the Document module, we currently have two date fields: Active Date and Review Date. At the moment, the Review Date is automatically set to one year from the last review date.Could someone help me with the following questions:  Is it possible to change the default review period from one year to two years, in line with our management system requirements? Is there a way to disable the automatic setting of the Review Date altogether, so that it can be left blank? Any guidance on configuring these settings would be greatly appreciated. Thanks. 

In our current process, training for SOPs (“read and understood”) is documented in the eQMS. However, training is only assigned after documents become effective, which has been identified by auditors to be a gap between SOP implementation and staff training.Has anyone implemented an effective system or workflow for pre-effective-date training in the eQMS?

Hello--I am wondering if it is possible to link a document from the documents module to a sharepoint page.  In the past we used sharepoint as our QMS system, so we were able to provide a link on our homepage so that team members could reference the document directly. Is it possible to provide a link directly to the current revision from the documents module?

We’ve just updated to 7.8.1.1 and are having loads of issues with searching and multi layer lists in most modules. Is anyone else having the same problems?

Hello,Is there anyone using IQM or Q-Pulse that has adapted the Asset module to also provide a way to monitor and manage equipment replacement?I come from a large Pathology company with a significant equipment list - many of the items on the list have a specific lifespan, with planned obsolescence required to ensure replacements are forecast and obtained in a timely manner.The obsolescence plan is generally based on three elements - projected lifespan, current condition, and criticality.  These elements are assessed and recorded on a regular basis so budget for replacement can be allocated.Is there anyone with experience of using the Asset module to help monitor, record and report this?   Cheers Tony 

Has anyone come across this error when attempting to save a change document to the document detail? I’ve attempted to save this multiple times and I get this message. This hasn’t happened with any other documents that I’ve worked with. I’ve tried to see about changing the extension itself (it’s a Word doc), well more like saving it again as a .docx to see if that helped at all- it didn’t. Any insight would be greatly appreciated! 

Hello. Does anyone know whether it is possible to cancel document read & acknowledge sent in error to users?

Is anyone else having an issue with saving a draft document after submitting for approvals? I have had this issue multiple times now, where once all approvals are complete and I try to make any changes to the document and then save it, I receive the save error at the top of the record. The tool tip does not show up anywhere in the record, but when I hover over the save error I get a popup message that says “You must specify some text in your note”.  Also, if I try to Activate the document using the wizard in the  desktop client I can go through all the windows and then the last box has the “Save” button greyed out. 

Hi there,Is there a security issue with enabling the web reporting portal in unauthenticated mode (no SSO), where external users from anywhere in the world can upload attachments?I’m specifically concerned about the risk of someone uploading a file that contains malware. How is this normally managed in practice? do systems in Ideagen usually scan uploads, restrict file types, or isolate them before we access and possibly download them? What are the best practices for handling this kind of setup or is it always recommended to be authenticated (which means external parties cant fill the form)Thanks,Alex

When using the web version, I have been unable to load .xls files. I get a notification stating that it is a forbidden file type.  So I typically revert to the desktop version, as I have never gotten the error using that.  Has anyone else experienced this? Is there a setting that I need to change? 

Hi All, Many years ago, in a previous job, I had the pleasure of attending an Ideagen conference that I believe was help in Nottingham but I can’t quite remember.I do remember one of the attendees giving a presentation on how they created bespoke reports to send to suppliers for notification of complaints.In my current role I am back working with Q-Pulse, or it’s new identity as Ideagen Quality Management Professional, and would like to update the look and feel of the reports we are using for supplier (and customer) notifications. If you are still around and are able to share the information/presentation that would be fantastic.If anyone else has a good how-to guide for setting up reports that would also be much appreciated!Thank you

Hello, Quick question for the group. Is there a way for an individual who has a ‘primary license’ to be logged in with a secondary license if there are no primary licenses available at that time? Is there a way to set it that way? As an example, earlier this week, I had two associates who were unable to log in because there were no primary licenses available, but what they were logging in to do did not require the actual primary license at that time.   Does that make sense?Thanks in advance! Michelle

The QM department has reported that a specific document has been marked as obsolete in the system. They would like to track and identify the user who performed this action, along with the date and time it occurred.Could anyone please advise which database tables or logs we should check to retrieve this information?Your guidance is appreciated.

Hello,As we are using IQMS as our document control system, and we are using the audit module is it possible to link documents from the documents module to the audit module without having to upload the document again?