Hi there group, I am attempting to create useful dashboards for Suppliers module data. I can view this easily from the module tab but also want to create a dashboard with Suppliers that are due review. Which data source is needed for the data required?  Many Thanks, Tom

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

How are people using Draft Approved documents?  Specifically, I thought that this was a stage where poeple could be trained on a new revision of a document ‘before’ the old revision was superseded and the new one became active.  I can’t see how to setup document training that is initated at this stage.

Hello, Is there a way to assign a secondary document location to a document? I want it to appear in both folders. Thanks,KT!--a=1-->

We are currently working on a training course module in Q-Pulse and would like your guidance on managing groups of attendees effectively. Could you please provide us with instructions or recommendations on how to handle this, as shown below?    

Is it possible to link a CA/PA record to an incident or record?

Hi, I was wondering if its possible to bring back a document from Archive? One of my team archived in error but I don’t see an option to bring the document back,  does anyone know if this is possible? Thanks

Hello, I was wondering if it is possible in IQM (either now or in the future) to upload an asset list using a spreadsheet, must the same way as the People module can upload users?   In our situation, as we integrate new departments into our IQM system, they each bring their list of assets that need to be uploaded.  It would be much easier to do this as a spreadsheet as opposed to making singular entries in the Asset module. CheersTony O

I am currently looking at rolling out Approval of documents on the platform and was wondering if the constant need for email, password and verification could be switched off.  I can see it becoming cumbersome and people might try to skip the step

No one seems to be getting automatic notifications on their email every time I make a document change that requires approval or acknowledgment from the team. The notifications are only visible once one logs in their QPulse account   People cannot acknowledge documents, as the acknowledgement button (the green tick symbol on the upper part of the screen) is greyed out Documents that have been previously uploaded in PDF form (directives, manuals, etc., like the ones below) do not open. When we click on them the software crashes

I have created a course in Ideagen Academy and it has recently been updated. Now, once people have completed the course, both revision 1 and revision 2 of the course show in their training plan as a requirement for their competencies. Is there a way to archive completed requirements within competencies to only show the most recent requirement?

Hello ,  I’ve created a form in occurrence module I am wondering if there is a way to include Risk matrix to it or this is only option once it is moved to Incidents ? 

Hi there, I am wondering if there is a way to change Document owners by batch, for example all Documents in certain Type to be assigned to a specific person? So far, I have only found you are able to change ownership if the person is no longer an active user but this does not seem to offer the ability to differentiate between Types/Subtypes or through advanced workload but that seems to be only for “actions” e.g. due review rather than actual ownership of the document. Would be grateful for your advice. 😊 Kind regardsMonika 

Does anyone have any reports built for the Occurrence module?  I want to be able to print the current view of a raised occurrence.  The report in there is blank.  Thanks

Is there a way to import multiple occurrences into IQM via excel or other potential method? We get several hundred occurrences a day that we would need to upload. Importing in bulk would be more beneficial than individually adding them. We could format our excel or other document to reflect that of the Occurrence Summary format. Thank you so much for your help. 

When creating the dashboards I am having difficulty locating the fields from the occurrence forms we have created. (We have multiple managed lists and check box fields but unable to locate these when creating the dashboards). I have selected both Occurrence Fields and Incident data sources.

When a document was issued out for approval one of the approvers highlighted the incorrect name and was able to reject the document with comment and saveIs there a way to lock it so that they are only able to complete the approve/reject against their own nameI don’t want to end up in a scenarios where by one person can go in and approve/reject for everyoneAny advise would be appreciated

Has anyone else encountered this message when attempting to log in after switching between accounts multiple times, which then prevents further access to the system? I'm currently in the process of validation and need to frequently switch between my admin and basic user accounts. Any advice or tips would be greatly appreciated.  

Does someone know how I can filter a dashboard of outstanding copyholder acknowledgements so that only ACTIVE employees are listed?

Q-Pulse Version 7.3.  We are about to Open the Audit module. When I am completing a Audit and raising a NC it is taking me automatically into Incidents and not CA/CP module.  Is this a set-up issue?In the Incident module I can raise a Non-Conformance and CA/PA in a sub-tab is this enough for external auditor?Why is it not taking me to CA/PA?Why is it only taking me to Incidents?Are these two modules meant to be connected?When I raise a NC sometimes the actions arenot connected to the NC, does this mean if I raise and NC and action separately it will still be connected to the Audit? Can I only open Audit and Incident module; and work solely from there to ensure all NCs and Actions are followed up?  Is there a necessity to open CAPA?The analysis tab, does this make a difference only have the Audit/Incident module in use?Is there anything else I am missing about Audit - Incident and CA/PA? Any guidance

Is it possible to extract company documents stored within Q-Pulse after the Q-Pulse license has expired?

Hi Community,I’d like to ask a simple question. Is there a way of automatically synchronizing Academy Events with Quality Management or is this only a manual function through the actions tab in the people module?Thank you for your assistance.

Hello,We have a test server where we installed Q-Pulse 7.1.7 and upgraded it to IQM 7.6 and noticed that Windows Authentication no longer works.  We are still using the same Dbconnections.xml file that we had with the 7.1.7 install.  We are on a Citrix environment, but even when we run Q-Pulse directly from the application server, Windows authentication doesn’t work.Can anyone offer suggestions on how to troubleshoot this?  Did I miss an installation step somewhere?

Good morning team Currently we’re trying to get away of old 2012 server. So, all the apps running on server 2012 need to be migrated to newer server, however, need to know the new server build requirement. So, could you please advise me what are the required/configuration details for new server build to run QPulse without any issues, please? Also, please advise if any firewall rules need to be applied, I mean if server needs to communicate internet in in/out way please – if required, I need to know the port names, IP address, web address etc? Thank you.

Hello, I am new to Q-pulse and was wondering if anyone would have access to a manual ?  Someone is teaching me about the program and I want to use the manual to make some notes. Thx