Discussions | Ideagen Community

External link

The link you are about to click will take you to a different website. Please only click on the link if you are sure that the website is safe and trustworthy. Ideagen is not responsible for any content that is hosted or displayed on external websites.

There's more discussions to explore simply by registering for Ideagen Community. Join us and start speaking with your peers today!

Discussions

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

  • 7 Posts
  • 10 Replies

7 Posts

B
Thinker
Bthoma4Thinker
 Discussions

Document Review Confirmation

I have two questions. If we want to send a document out to just a few lead people to review and confirm the review of a document, do we need to have them in their own group in order for them to be the only one who receives the document to review in their current group or are we able to select people from different groups to send a document to? In order to send a Document (Policy) out for the few people to review and acknowledge receipt and review of the document, what settings do we use to do that? They are not to edit or approve the document we just want to be able to send new policies that have been published out to individuals to review and then be able to acknowledge they read it. I am wondering if the Test or Training field is the only way to be able to do this?

1
L
Thinker
9 days ago
B
Thinker
Bthoma4Thinker
 Discussions

User Lock Out

Hello,We have a user that attempted to log in and exceeded the 5-time limit and received the error that she had exceeded the limit of attempts, and the account is now locked out, please contact your system administrator to reset your account. When we log in to Administration, Personnel there is no one listed locked out in our system and no box at the bottom with anyone's name or a check box to unlock. I have also attempted to go into her profile and manually type in a new password in both the Enter Password box and Confirm Password box and nothing is selected under Use Default or Enter, I then save the settings and she still cannot log in. Not quite sure why it is not working. Any ideas?

4
B
Thinker
20 days ago
Marina Khatibi-Gaines
Ideagen Employee
Marina Khatibi-GainesIdeagen Employee
 Discussions

Join the live webinar on how to enhance your quality management processes with Ideagen Smartforms on March 14 at 10 a.m. EST.Webinar

Ideagen Quality Management Essentials (formerly Qualtrax) now integrates with Ideagen Smartforms, a powerful tool for creating and managing digital forms.We invite you to join our live webinar on 14 March at 10 AM EST, where our experts Cody Kestner, Consultant and Kaitlyn Burke, Product Manager will demonstrate how you can use Ideagen Quality Management Essentials and Ideagen Smartforms together. They will also answer your questions and provide you with useful tips and best practices.Please sign up here: Register nowIdeagen Smartforms is a complementary tool to IQM Essentials that allows you to create and use digital forms for various purposes, such as inspections, audits, surveys, checklists and more. It helps you streamline your processes, eliminate paper and manual work, and capture data in real time. It also helps you trigger actions and workflows based on the data collected, such as raising non-conformances, assigning corrective actions and sending notifications.By attending this

100
Marina Khatibi-Gaines
Ideagen Employee
2 months ago
M
Thinker
MikeThinker
 Discussions

Clinical Competency

Hello all,I was wondering if anyone had a good solution for competency tracking and automation within the Ideagen Quality Management system (formerly Qualtrax). Clinical competencies are unique in their requirements of satisfying the six major pillars and the requirement to have to competencies performed within the first year. I would love a way to automate this task, making it easy to automate the process and enable reporting without creating a boatload of workflows or trainings for every method performed. There are dedicated systems for this out there, but another login and system to learn is a strain on staff.

3
K
Thinker
3 months ago
Dan.Elliot
Ideagen Employee
Dan.ElliotIdeagen Employee
 Discussions

How long have you been using Ideagen Quality Management: Essentials for?

How long have our IQM Essentials (Qualtrax) users been using the solution?

471
K
Thinker
3 months ago
M
Thinker
Monika BlinstrubyteThinker
 Discussions

Batch Owner re-assignment

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 

1
Samuel Brown
Ideagen Community Manager
5 months ago
Kaitlyn Burke
Ideagen Product Manager
Kaitlyn BurkeIdeagen Product Manager
 Discussions

Navigating Operational Challenges: Insights from YouGov's Latest Research

Hey folks! 🌟Interesting findings from the latest YouGov research! Did you know 65% of employees 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.Vote below and share your experiences in the comments and let's discuss how we navigate these challenges together!#JoinTheDiscussion #WorkplaceInsights #ShareYourExperience

0
Kaitlyn Burke
Ideagen Product Manager
5 months ago

Guidelines

Before you start posting your ideas, it is important to ensure that you have thoroughly read and comprehended our guidelines for posting ideas within Ideagen Community.

Read our guidelines

Help guides and resources

Terms of UseCustomise cookies