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

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

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? 

Do you have a release note for 7.8 please?

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?

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

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. 

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

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

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?  

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

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

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

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!

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? 

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   

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

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

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.

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 

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.

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.

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?

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

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