Skip to main content

Leaving Ideagen Luminate

This link leads to an external site. Only proceed if trusted. Ideagen is not responsible for external content.

Ideagen Luminate logo Ideagen Luminate logo
  • Community

    Start a conversation

    Collaborate with industry experts, ask questions and share best practices.

    Visit Community
    • Forums

      Explore our forums and start a discussion
    • Events

      Browse upcoming and on-demand events
    • Luminate updates

      See the latest updates to the platform
    • Recent activity

      See what others are talking about
    • Unanswered questions

      Help others by answering questions
  • Help

    Explore solution guides

    Discover our comprehensive library of solution guides, articles and roadmaps.

    Visit Help
    • All solutions

      Explore our solutions to find the documentation you need
    • Resources

      Access general information, announcements and more
  • Skills
  • Support
Navigation
{{search submit=false instant=settings.instant_search class='search search-full' placeholder='Search for articles, announcements and more'}}
Need help?
Send feedback
{{#if (not signed_in)}} {{#is help_center.name "Ideagen Help"}} {{#link "sign_in" class="unified-navigation--btn-primary"}}Sign in{{/link}} {{else}} {{#link "sign_in" class="unified-navigation--btn-primary"}}Sign in{{/link}} {{/is}} {{/if}} {{#if signed_in}}
{{user.name}}
{{#is help_center.name "Ideagen Help"}} Manage tickets {{else}} {{#link "requests" role="menuitem"}} Manage tickets {{/link}} {{/is}} Update profile Change password
Privacy Policy Terms of Use
{{#link "sign_out" role="menuitem" class="signOut"}} Sign out {{/link}}
{{/if}}
{{search submit=false instant=settings.instant_search class='search search-full' placeholder='Search for articles, announcements and more'}}
This page does not meet FedRAMP security standards. Please avoid entering sensitive or classified information. Learn more
Learn more
Learn more

Looking for help?

Common queries

View all
How do I use Ideagen Luminate?
How do I create or access my accounts?
How do I get in touch with Support?
How do I manage my Support tickets?
I can't sign in or open a Support ticket!
Where do I go to access e-learning?
I can't find my product anywhere!
Where can I use FedRAMP data?
Back Open

Send us feedback

Before you start

This form is for Ideagen Luminate feedback only.

Your submission will not receive a response. To request solution support, open a ticket with us.

We'd love to hear your thoughts on features, usability, or what you love about Ideagen Luminate.
Ideagen Community Logo
      • Recent activity
      • Unanswered questions
      • News
      • Announcements6
      • Feature spotlight4
      • General1
      • Ideagen Audit Analytics
      • Discussions14
      • Ideagen Aviation Safety • Cora (Formerly Coruson)
      • Discussions3
      • Ideagen EHS • Priya (Formerly ProcessMAP / Ideagen EHS)
      • Discussions22
      • Ideagen Collaboration Portal (Formerly Huddle™)
      • Discussions8
      • Ideagen Please Review
      • Discussions10
      • Ideagen Smartforms (Formerly MiCo / Smartforms Professional)
      • Discussions5
      • Ideagen Quality Control • Professional (Formerly Inspection Xpert (IXOD) 2.0)
      • Discussions3
      • Ideagen Quality Control • Enterprise (Formerly Inspection Xpert 3.0 / Quality Control Essentials)
      • Discussions6
      • Ideagen Quality Management • Professional (Formerly Q-Pulse QMS)
      • Discussions145
      • Ideagen Quality Management • Core (Formerly Qualtrax / Quality Management Essentials)
      • Discussions26
      • Ideagen Workplace Training (Formerly WorkRite)
      • Discussions9
      • Ideagen Healthcare Guardian (Formerly InPhase)
      • Discussions29
      • Ideagen Policy Logic (Formerly CompliSpace)
      • Discussions0
      • Ideagen EHSQ • Enterprise (Formerly the DevonWay platform)
      • Technology updates10
      • Discussions0
      • Ideagen Mail Manager
      • Discussions7
      • Ideagen Audit & Risk Management
          • Discussions0
          • Discussions0
          • Discussions0
      • Ideagen EHS • Core (Formerly Lucidity)
      • Discussions2
      • Ideagen Machine Safety (Formerly Plant Assessor)
      • Discussions0
      • Ideagen Mail Manager • Enterprise (Formerly OnePlace)
      • Discussions1
      • Ideagen Compliance (Formerly ConvergePoint)
      • Discussions1
      • Ideagen Safe Food (Formerly SafeFood 360°)
      • Discussions1
      • Ideagen Supply Chain (Formerly Authenticate)
      • Discussions1
      • Ideagen Workforce Safety (Formerly Damstra)
      • Discussions0
      • Ideagen Risk Management • Ion (Formerly Pentana Risk / Risk Management)
      • Discussions0
      • Ideagen Internal Audit • Aura (Formerly Pentana Audit / Internal Audit)
      • Discussions0
      • Ideagen Internal Audit • Alto (Formerly Pentana MK / Internal Audit MK)
      • Discussions0
  • Ideagen Help
Ideagen Community Logo
  • Create a post
  • Sign In
  • Ideagen Luminate
  • Community
  • Ideagen Quality Management • Professional (Formerly Q-Pulse QMS)
  • Discussions

Discussions

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

  • 145 Posts
  • 241 Replies
When you subscribe we will email you when there is a new topic in this category
145 Posts
    Most repliesMost viewsRecently created
M
Maven
Monika BlinstrubyteMaven
 Discussions
Report Designer - Approvers List

Hi there!  Stuck on a query with Report Designer. I am trying to get it to list all approvers of a document and their response (or blank if haven’t responded). So far what I am able to get is either just 1 approver and it doesn’t list the rest or just the approvers who have responded. Hope someone can help! :) Thanks. Kind regardsMonika Blinstrubyte

1655
M
Maven
7 months ago
M
Thinker
ManjitThinker
 Discussions
Document module

Hi Everyone is there any way of viewing documents (SOPs/templates) that require reviewing as a list. Many thanks Manjit 

871
Alan Blair
Ideagen Community Manager
7 months ago
J
Thinker
JohnTThinker
 Discussions
Documents module - Notified only - Apply template

I would like to apply a template to distribute a document, but I am only able to access this feature when we distribute the document for approval, not when the document is for ‘notified only’.  Could you advise, please? 

1404
F
Thinker
7 months ago
L
Thinker
Lynne BedfordThinker
 Discussions
IQM version 7.8

Do you have a release note for 7.8 please?

3003
Alan Blair
Ideagen Community Manager
8 months ago
A
Thinker
Arjun501Thinker
 Discussions
IQM Version 7.7.1

Hi Everyone,  When will IQM v7.7.1 be released? Is there release notes specific to 7.7.1 or will it be grouped with the current release notes for v7.7?

1391
Alan Blair
Ideagen Community Manager
8 months ago
berylr
Thinker
berylrThinker
 Discussions
Search in documents

I have read through the help guides, but they don’t seem to apply to our requirements.  I am working on the desk-top version of Q-Pulse, but I also need to utilise the cloud version (which I’m trying to), but as an administrator I’m getting very confused especially with the search in documents.  I think I need someone to just point me in the right direction because using both methods don’t seem to compliment each other.  Help

1121
Alan Blair
Ideagen Community Manager
8 months ago
O
Thinker
OzzyThinker
 Discussions
Newbie question - How do I set a review date for my documents in Q-Pulse?

When I create a new document in Q-Pulse, there is no option to set a review date. I can only view the review date field in documents list but no option to actually enter one. I don’t want to select in bulk either, each document has its own review date (and I cannot select anything, the selection is disabled). Very puzzled and I would appreciate some advice please. 

1281
Alan Blair
Ideagen Community Manager
8 months ago
D
Thinker
DanielPearceyThinker
 Discussions
QPulse Licence

Hi,When opening QPulse, we are getting the following message, can you let me know when you will update the licence, as you are hosting for usThanks in advanceDan

1341
Alan Blair
Ideagen Community Manager
8 months ago
A
Thinker
AnonymousThinker
 Discussions
Training and People Modules

Hello,We would be interested in connecting with other organisations (ideally policing sector organisations, although that’s not critical)  who are using the Q Pulse training and people modules and have a matrix management style structure. It would be helpful if these organisations were using the training module to measure both initial and ongoing competence.  Many thanks

1953
Alan Blair
Ideagen Community Manager
8 months ago
P
Thinker
Paul LThinker
 Discussions
Escalations and alerts

We had a problem with no escalations and alerts coming thorough (now resolved) but some one suggested that if any conditional notifications are set up then the regular notifications will not go through. I have  been trying to develop a test but not got very far, has any one experienced this.  For example:  I have a reminder for CAPA stage over due to the stage owner and want this to go to all stage owners but I also want to send this to some managers depending on the CAPA source so I enabled conditional recipientsI think this should alert every stage owner for over due stages but also alert the QC team and the Non-conformance owner for the records that meet these additional criteria.Is this correct?  

911
Alan Blair
Ideagen Community Manager
8 months ago
S
Thinker
smcmonagleThinker
 Discussions
Notification Email Links

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

1241
Alan Blair
Ideagen Community Manager
8 months ago
A
Thinker
AnnaThinker
 Discussions
"Recorded by" field in CAPA Wizard

Good afternoon, I’m wondering what the “recorded by” field that’s available in the CAPA Wizard links to in the template? I assumed it might be linked to the “raised by” or similar, but if I add this field to a CAPA wizard and enter data into it (e.g. my name), I haven’t then been able to find that anywhere in the CAPA that’s raised from the template. Thanks, Anna

491
Alan Blair
Ideagen Community Manager
8 months ago
H
Thinker
hbelotThinker
 Discussions
Problem with Incident Status in E5X Format

Dear support, We have a request concerning the conversion of occurences in E5X format. This request concerns the field "Status".Actually, we changed the "Status" field from "Pending" to "To Review".So now, we have the three following status:- Open- To Review- ClosedFor example, I have attached an exemple of an occurence (VSR-304) with Status: "To Review". See screenshot in attachment.We would like when we transform it to E5X format, the Status "To Review" becomes "3" (the same as when Status is "Closed"), such as follow:Open --> <Report_Status>2</Report_Status>To Review --> <Report_Status>3</Report_Status>Closed --> <Report_Status>3</Report_Status> In attachment, you will find the Transform file that we use.When I use it with an incident with a "To Review” status, the <Report_Status> field does not appear anymore in the E5X file. Please, can you help me? Thank you.Best regards

501
Alan Blair
Ideagen Community Manager
8 months ago
I
Thinker
inktThinker
 Discussions
What's the difference between using a workflow scheduler and expiring a workflow instance?

Hello,I am not totally sure what the difference between these two features in IQM is, and when the best time to pick to use the scheduler is vs the embedded expiration feature. Any clarity?Thanks!

541
Alan Blair
Ideagen Community Manager
8 months ago
drewk1
Thinker
drewk1Thinker
 Discussions
Assets module - Edit searches ?

Q-Pulse Version 7.6.1.0 Is there a permission which allows a user to edit a search criteria ?I have a lot of searches saved by the administrator account which I need to edit in my user account.Is this possible? 

1213
Alan Blair
Ideagen Community Manager
8 months ago
C
Thinker
ClaireThinker
 Discussions
Is there a way to export details of users in a Security Group

Hi ,  have a need to export details of users in a security group ,    there doesnt appear to be an export option ,   just wondered if this is doable and if so how it is done ,   Ta   

701
Alan Blair
Ideagen Community Manager
8 months ago
A
Thinker
AnnaThinker
 Discussions
Search for activities with no next activity scheduled

Morning,  we’ve had some issues where no new activity was scheduled after an activity was performed. I.e. there is no due date that would notify users to make sure asset activities (e.g. calibrations) are being carried out. Manually going through and regularly reviewing the entire asset list to ensure all activities are scheduled correctly seems a bit tedious, so we’ve been trying to come up with a way to search for a list of all assets that have got an activity scheduled against it - but no due date set for the next activity. We’ve not had much luck with setting up an appropriate search. It seems that it’s only possible to search activities that are already scheduled in an activity type, but we haven’t found a way to search for an activity types that haven’t got a future activity scheduled. Any ideas? Thanks, Anna

643
Alan Blair
Ideagen Community Manager
8 months ago
S
Thinker
SandraThinker
 Discussions
Approve document

HiWe are new to the Ideagen system.  We are doing some testing in the system and cannot work out why someone can’t approve a document.  The approve “stamp” below is greyed out.Is this a permission issue?I look forward to your wise replies.RegardsSS

1322
S
Thinker
8 months ago
M
Thinker
MGriffithThinker
 Discussions
Raising NCs using the wizard within CAPA module - Is there way to prepopulate the NC detail?

During an audit, several Non-conformances may be found. When I don’t have a built in checklist for a particular audit, I currently have to create a new NC using the wizard each time or select a previous NC and create another record via the ‘New Based on’ functionality.Both options seem a little time consuming when there are a number of NCs to raise against the same department/during the same audit. Has anyone been able to configure the audit/Capa module/wizard to allow for the system to remember previously entered details such as my user name (Raised by); the Department (against), Source, owner, CAPA severity and extent… etc.? Grateful for any shortcut suggestions.

711
Alan Blair
Ideagen Community Manager
9 months ago
C
Thinker
ClaireThinker
 Discussions
Document Module - Inactive / Obsolete Document URLS

When using the document retrieval system (DRS) to obtain URLs for active documents we currently use the version specific option ,    however we are finding when the document is revised ,    if users have used the link in related documents ,  the link surfaces previous versions .        Is there a way to stop URLs working for Obsolete / Inactive issues to ensure users surface the most current issue .    Any advice appreciated  Thanks 

981
Alan Blair
Ideagen Community Manager
9 months ago
P
Thinker
PATS AircraftThinker
 Discussions
Report Designer

Is it possible to create a report where the fields are specific Document Types?Example: Document Type: A, B, C, & D are in a list view in the report.

1442
Alan Blair
Ideagen Community Manager
9 months ago
K
Thinker
kennedyThinker
 Discussions
Audit APP not uploading audit evidence

Hello. For users who moved to SaaS, are you having trouble uploading audit evidence when using the mobile APP? For us the APP uploads the checklist but does not upload the evidence. Ideagen has been of no help so far. Very frustrating.

972
K
Thinker
9 months ago
K
Thinker
Kim JacobsThinker
 Discussions
How do we move an Approved Document from Draft to Draft Approved when we do not have the Draft Approved Option?

In the Q-Pulse Documents desktop version we are having trouble moving an approved document from Draft to Draft Approved. The document has actions on it that need completed in the Document Approved phase. We only have to option to move the document to Active. How do we fix this issue?

1742
K
Thinker
11 months 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

3846
S
Thinker
11 months ago
G
Enthusiast
GMikulaEnthusiast
 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

1303
Paul Callaghan
Ideagen Employee
1 year ago
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
Page 4 / 6

Guidelines

Before you post, please become familiar with our community guidelines.


  • Respect all members – This is a space for positive, inclusive collaboration.
  • Share generously – Offer expertise and stay open to learning.
  • No spam or self-promotion – Avoid advertising or off-topic promotions.
  • Post carefully – Avoid sensitive data and never share unsafe screenshots.
  • Keep it constructive – Focus on helpful discussions than competitor criticism.

We remove harmful, confidential, or abusive content. Violations may result in warnings, suspension, or bans.

Become a Quality Management: Professional Certified Administrator

Learn more

Badges

  • Reply #1
    Joniciahas earned the Reply #1 badge!
  • Post #1
    Joniciahas earned the Post #1 badge!
  • Reply #1
    NickShas earned the Reply #1 badge!
  • Post #1
    oliver.vordereggerhas earned the Post #1 badge!
  • Post #1
    Lori McWhirterhas earned the Post #1 badge!
Show more
Powered by Gainsight
Terms of UseCustomise cookiesAccessibility statement

logo_full-color.svg

Sign inSign up

Login with SSO

Ideagen Employee Login Login with Ideagen Hub
or

logo_full-color.svg

Sign inSign up

Login with SSO

Ideagen Employee Login Login with Ideagen Hub
or
Forgot your password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK
CommunityAll forumsEvents Ideagen Luminate News
Get in touch Open a Support ticket Contact sales
Useful linksAll Help documentation All Skills courses Resources
Get in touch Open a Support ticket Contact sales
Ideagen Corporate news Events and webinars

Connect with us
©  Ideagen
Privacy PolicyTerms of Use Data Protection PolicyEnvironmental Policy Slavery and Human Trafficking Statement