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?

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

In Q-Pulse desktop records couldn’t be load in the grid for one of my QPulse database. It shows error “Error occurred during processing server request ‘Object refference not set to an object ………...’”. However, if I put filters like for specific type or specific date it shows empty right number of rows with the same error.Workaround:I restart services as suggested by support.I restarted IIS as suggested by support.But no luck till now.  

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.

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 =

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. 

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

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. 

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 

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?

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  

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?

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?

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.

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

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.

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. 

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?

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! 

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

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

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? 

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