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  • 119 Posts
  • 195 Replies
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119 Posts
    Most repliesMost viewsRecently created
Paul Callaghan
Ideagen Employee
Paul CallaghanIdeagen Employee
 Discussions
Become an Ideagen Quality Management: Professional certified administrator 🚀✨
Become an Ideagen Quality Management: Professional certified administrator 🚀✨Certification

Hi, everyone 👋🏻I thought it would be worth sharing that we have some availability for September and November’s intake for Ideagen Quality Management: Professional’s four-day online Certified Administrator course. This certification was made for those of you looking to build or refresh your knowledge around the features and functions of the platform’s QMS and IMS modules.Learn morePlease feel free to share any questions you might have about the certification via a reply below!

4622
Shamil Tailor
Ideagen Employee
10 months ago
H
Thinker
HelenThinker
 Discussions
Document review action outstanding

Hi, We have one ‘Document review action outstanding’ showing up in the advanced workload of Q-Pulse. Clicking on the red flag does not lead to a document and it’s driving me insane! Any ideas on how to resolve it please? I have checked every active document for review actions using advanced searches and had no luck.

1954
M
Ideagen Employee
10 months ago
K
Thinker
KBeckettThinker
 Discussions
SQL for Training Events in People Module

Hello,I have tried to create query to pull through all our users training events into a spreadsheet, it pulls through some course but not all. Does anyone have any ideas where im going wrong?This is the query:Connection String:DRIVER=SQL Server;SERVER=18.132.20.231,8855;UID=tradebeproxyuser;PWD=qpGnTySyRG57;APP=Microsoft Office 2010;WSID=5FZS9T1A;DATABASE=QPulse5LiveCommand Text:WITH    XMLNAMESPACES        (            DEFAULT 'http://www.gaelquality.com/Bacchus/PersonTrainingEventFields'        )SELECTPTE.PersonID AS [Attendee], PTE.CertificateNumber AS [Certificate Number], PTE.RenewByDate AS [Renew By Date],P.FullName AS [Attendee Name], P.Number AS [Employee Number], Dept.[Name] AS [Employee Location], T.Title AS [Training Event], T.ScheduledDate AS [Scheduled Date], T.CompletedDate AS [Completed Date], Sup.[Name] AS [Training Provider], T.TrainerPersonID AS [Internal Trainer],P.IsDeleted AS [Leaver / Archived] FROMdbo.PersonTrainingEvent AS PTEInner JOIN dbo.Person AS PON P.ID =

900
K
Thinker
10 months ago
H
Thinker
hannahjThinker
 Discussions
NICE - Overall assurance

Hi, We are new to reporting on overall assurances for NICE guidelines. Has anyone created an explanatory text to explain the differences in the levels of assurance? If so, please can you share! We want to ensure this is as clear as possible for staff and that they feel confident understanding what each answer quantifies. 

150
H
Thinker
11 months ago
K
Thinker
KPrestonThinker
 Discussions
Can you add events without completing them?

Hi Community!Is there a way to restrict the permissions so a user could add an event, but not complete it? For example, I would like a training user to create their own event, but then a training manager would be required to check the record before marking it as complete? Thanks,Kate

671
Sam Jackson
Ideagen Employee
1 year ago
J
Thinker
JacThinker
 Discussions
Document Control : Deadline to Acknowledge

Hello, I was wondering if there was a default deadline to acknowledge documents shared via Q-Pulse. I understand that it has an Overdue Notification function but I can’t seem to find the exact time period which triggers the overdue flag. Any help would be appreaciated,Jac. 

2491
Sam Jackson
Ideagen Employee
1 year ago
C
Thinker
ClaireThinker
 Discussions
Is there a way to flag total items on a Document Register

i just wondered if anyone know if there is a way to show the total number of items on a register ,  in particular in the document module would like to identify how many documents we have activated .   Thanks 

872
C
Thinker
1 year ago
C
Thinker
CareytThinker
 Discussions
Is it possible to remane "user defined additional fields" within the CAPA module of v6?

Hi, I am hoping that someone may be able to advise. I am currently using a user defined section of the CAPA module to collate additional information within the reports and was wondering if it is possible to rename this heading from “user defined” to something more appropriate that other users within our QMS would be able to find?

952
C
Thinker
1 year ago
C
Thinker
ColinThinker
 Discussions
Document Distribution

Hi All,We are currently using the Distribution functionality on the Document Module to control the issuance (distribution/acknowldge) of our paper logbooks however do not have the option in the module  to record when they are returned.Does anyone have any suggestions of how they manage this process?KRColin  

1793
C
Thinker
1 year ago
M
Thinker
MakcrownThinker
 Discussions
Report Designer - creating a list from using the filter string Notified Date not within 30 days

Hi All, I have been tasked to create a new report for our outstanding document acknowledgements >30 days.I have tried to use the normal parameters that i use to get from the document module list but when I go to the report designer there is no way to add 30 days in the filter string section.Can anyone point me in the right direction at all?

2122
M
Maven
1 year ago
H
Thinker
HLEWISThinker
 Discussions
Report Designer - Explanation of Fields

I am trying to teach myself how to design reports and messages. I can’t seem to find a resource that explains what each field presents as in the report. For example in the message for Draft Approver Rejected what information is returned for the fields listed?

3624
M
Maven
1 year ago
Marty Delima
Thinker
Marty DelimaThinker
 Discussions
Moving multiple assets in Q-Pulse

Is there a way to move multiple assets to a new location in the Assets Module in Q-Pulse? I’m trying to assign multiple inspection gauges to another department/location. Thanks.

1271
Paul Callaghan
Ideagen Employee
1 year ago
K
Thinker
KPrestonThinker
 Discussions
Master Competencies with Multiple Levels

Hi All, I’m new to Q-Pulse and am currently trying to set up the People module to use for training.I have successfully applied Master Competencies to Job Roles which then populate the training plan with all of the requirements in one level.However, where I have set up a Master Competency with two levels, only one level is applying to the job role.In the Master Competency section the two levels of requirements are bundled together. However they are split as two separate lines when I come to apply them to the Job Role. Can anyone help with where I am going wrong? I am hoping to have one level with activities that are required to be completed, and then the other level will link the required SOPs. Thanks,Kate

2672
K
Thinker
1 year ago
P
Thinker
PATS AircraftThinker
 Discussions
Document module Group Editing

We love all the functionality the IQM document module has to offer, and we utilize all of it.  We have large projects that include hundreds of data records which are linked by using related documents. There are times where new metadata will be added, we do often use a placeholder if we anticipate an addition. If there was a group edit function for Properties, it would prevent us to open each record’s properties to add this new metadata.  We also share data with our suppliers and customers using Ideagen Huddle, the data in Huddle is hyperlinked to IQM so if there is a change our supplier/customer has the current revision. To notify them of the revision change we add them to the Notify Only in Distribution. Here again it can be hundreds of data records, so a group edit for the Distribution function would be very valuable to us.

1100
P
Thinker
1 year ago
A
Thinker
Amy FairleyThinker
 Discussions
Changing a stage name

Hello -  does anyone know if there is a way to change the name of a stage in the Customer module? I want to change the name of the “Compliments” stage to something else. Any compliments we receive (and let’s face it, there won’t be many...) will be added in the properties. 

1713
Paul Callaghan
Ideagen Employee
1 year ago
Adam Trigg
Thinker
Adam TriggThinker
 Discussions
Organising dashboards into groups

I am keen to leverage the dashboard functionality better. I use it all the time and want to encourage more use of it across my organisation but build in controlled access.I want to organise dashboards into groups for different business functions and then control acccess to these dashboard groups. Is anyone aware of any requests for this idea previously or whether this idea might be in the development pipeline already?

1762
Paul Callaghan
Ideagen Employee
1 year ago
Paul Callaghan
Ideagen Employee
Paul CallaghanIdeagen Employee
 Discussions
Unlock success: sign up for Ideagen Quality Management Professional certified administrator training!
Unlock success: sign up for Ideagen Quality Management Professional certified administrator training!Certification

Ready to level up your expertise?Looking to grow your Ideagen Quality Management Professional skills? Sign our 4-day online certified administrator course covering Ideagen's Quality Management System (QMS) and Incident Management System (IMS) modules.Click the link below to learn more or share any questions below. 💭Learn more

2662
Samuel Brown
Ideagen Community Manager
1 year ago
M
Maven
Monika BlinstrubyteMaven
 Discussions
Checked out documents

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! 

1771
M
Maven
1 year ago
A
Thinker
andyseeThinker
 Discussions
Moving to Q-Pulse cloud

I’ve seen recent reports from other NHS centres (looking to upgrade their local Q-Pulse installation) that they are being given no option but to switch to the cloud version with a corresponding significant increase in maintenance costs. Has anyone experienced this?Cheers,Andy, Newcastle

14833
S
Ideagen Employee
1 year ago
R
Thinker
Risky BusinessThinker
 Discussions
Mobile App Release 2.5 notes Lack of detail

With the recent Mobile App upgrade to 2.5 the release notes appeared very light on detail but gave the impression that most of the changes were superficial presentation and rebranding to announce the new brand and improve the user experience along with mentioning the below:Now not being a software or network security specialist this appears to lack detail around when implemented you will no longer be able to support android devices using third party remote sharing such as MS Teams, TeamViewer or other apps of it’s ilk, nor will android phones be able to take screenshots of the app so if you were intending on making a user guide for your users best you do it on iOS and hope that the android experience is identical because - well users are users.So Ideagen, can you please tell me how we can now remotely support the portion of our user community using android phones? I’m hoping someone here can help because raising a service ticket keeps pointing me back to the wonderfully light on detail

2831
Paul Callaghan
Ideagen Employee
1 year ago
C
Thinker
Caber FeidhThinker
 Discussions
Service Desk

Our organisation currently cannot access the cloud based version and I have phoned and left call back details over 4 hours ago and still no response. Is this typical of the level of service I can expect? 

2712
C
Thinker
1 year ago
Sam Jackson
Ideagen Employee
Sam JacksonIdeagen Employee
 Discussions
Cracking the Code: Januarys IQM Pro Tip - Archiving Customer and Supplier Records

What better way to commence the new year than by embracing a brand-new IQM Pro Tip, ushering in a wave of fresh insights and possibilities!In this months edition we’ll be answering the age old question - Is it possible to archive customers and suppliers, because I can’t find a button for it!?If that sounds like something that’s been keeping you up at night, I’m delighted to share that it is in fact possible to archive a Customer or Supplier record within the system. Keep reading below to find out just how you can do this…If you have been using IQM Pro for a long time, you likely have many Supplier and Customer Records in those modules. It is possible there are some that you are no longer affiliated with, yet they still appear in your Module List View. Rather than deleting them and losing all of the valuable data, you can actually just archive them and even reinstate them again in the future.In the Administration Console, under Managed Lists, select Customer/Supplier Name   Select the

550
Sam Jackson
Ideagen Employee
1 year ago
Z
Thinker
zkonradThinker
 Discussions
Which Authenitcation Algorithm is used

Our corporate office is requesting information that I can not figure out.  This is what they are requesting and a brief description of it.Q-Pulse                which authentication algorithm is used for SC-10.01 (Acceptable Answers: HTTPS/LDAPS/SSH/Kerbros/FTPS/SFTP)?SC-10.01- This control goes hand in hand with the IA-04.03 how are we securing the session that is being created and passing the information this is more where you are addressing HTTPS, SSH, FTPS, SFTP and so there needs to be an understanding how data is transmitted and how the session is protected. Any idea how I figure this out for Q-Pulse?

2942
Z
Thinker
1 year ago
Sam Jackson
Ideagen Employee
Sam JacksonIdeagen Employee
 Discussions
Quick Tips From a Pre-Sales Consultant - Ideagen Quality Management Pro - December Edition

Each month I’ll be sharing a useful tip and trick that I’ve picked up from my years as a Consultant within Ideagen with the hope that it might be something even the seasoned IQM Pro veteran isn’t aware of. This month we’ll be looking at the relationship between CA/PAs and Documents.A common topic that came up with clients was that it’s all well and good that you can access CA/PA records related to Assets/Audits/Incidents/Suppliers/Customers from either module, but the documents only seem to work one way (from within the CA/PA Module). If the above sounds familiar, you’ll happy to hear that there is actually a way to track and trend all non-conformances related to a document from within the Document Module and below I’ll show you just how this can be achieved...1. Log in to IQM Pro and open the Document Module. Once here, select the Document of interest.2. Double Click to open that Documents Detail View. Once here, use the View dropdown menu and select Related Non-Conformances (it’s as

1070
Sam Jackson
Ideagen Employee
1 year ago
Kaitlyn Burke
Ideagen Employee
Kaitlyn BurkeIdeagen Employee
 Discussions
Navigating Operational Challenges: Insights from YouGov's Latest Research

Hey folks! 🌟Interesting findings from the latest YouGov research! Did you know 65% of us encounter workplace operational issues monthly? 😲Even more intriguing, 48% notice folks not taking action. 🤔 Operational hiccups can lead to compliance issues, impacting not just efficiency but also risking adherence to regulations.Share your experiences in the comments and let's discuss how we navigate these challenges together!#JoinTheDiscussion #WorkplaceInsights #ShareYourExperience

260
Kaitlyn Burke
Ideagen Employee
1 year ago
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