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    • Ideagen Quality Management • Core (Formerly Qualtrax / Quality Management Essentials)

    Ideagen Quality Management • Core (Formerly Qualtrax / Quality Management Essentials)

    Connect with lab managers and compliance specialists in the Ideagen Quality Management • Core forum. Share process optimization tips, solve documentation challenges, and master quality control together.

    • Discussions
    37 Posts
      Most repliesMost viewsRecently created
    D
    Thinker
    DavidLawsonThinker
     Discussions
    Assets module - Assets list - due dates

    Hello, is it possible to see calibration / annual check due dates in the Assets List view?

    480
    D
    Thinker
    8 months ago
    Q
    Thinker
    Qualtrax4EverThinker
     Discussions
    Delay Publish Feature

    Anyone using this functionality yet? If so, how are you implementing it from a process perspective in our organization?

    1352
    H
    Thinker
    1 year ago
    L
    Thinker
    Lrich1010Thinker
     Discussions
    Reporting of published documents

    Is there a way to have an automatic report sent out weekly that contains information on what documents were published the previous week.  I know that I can set it up so it will report out a weeks' worth of information, but it has to be the same week, or it needs to be redone each Monday with a new week.  I would like it to automatically send per week with the previous week's information.Thank You

    510
    L
    Thinker
    1 year ago
    I
    Thinker
    Ideagen4allThinker
     Discussions
    "List" Custome Fields modification

    Hello Everyone,I was wondering if it is possible to modify the size of the List-Type Custom field. When scrolling down, it would be nice to see more than one item within the list.Best,Huan Nguyen

    871
    T
    Thinker
    1 year ago
    I
    Thinker
    Ideagen4allThinker
     Discussions
    Custom Fields related inquiry

    Hello all, For the List custom field, is there any way for it to be edited into a nested format? For example, if I wanted to create an EPA method and within said method, there would be a certain number of analytes that need to be included. Also, is there a way to change the selection style within a list when the “multi-select” option is chosen? It is inconvenient to hold shift and click multiple items within a tiny box. 

    2844
    I
    Thinker
    1 year ago
    B
    Thinker
    Bthoma4Thinker
     Discussions
    Email Actions

    I have a question regarding the email actions that go out to employees to let them know a training and or test has been assigned to them. In the subject line I copied another that had previously been set up and it reads like, Training ##TITLE## was assigned to you. Then in the body of the message it also has the verbiage of, ##ALL_TRAINEES####INSTANCE_ID## Do we have to keep those in there with the ## signs for it to work correctly? I was thinking it was probably apart of a workflow that was needed

    1961
    Irene Chua
    Ideagen Employee
    1 year ago
    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?

    2371
    L
    Thinker
    1 year 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?

    4904
    B
    Thinker
    1 year 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 y

    740
    Marina Khatibi-Gaines
    Ideagen Employee
    1 year 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.

    2953
    K
    Thinker
    2 years ago
    Dan.Elliot
    Ideagen Employee
    Dan.ElliotIdeagen Employee
     Discussions
    How long have you been using Ideagen Quality Management: Essentials for?
    How long have you been using Ideagen Quality Management: Essentials for?

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

    1131
    K
    Thinker
    2 years 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 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

    470
    Kaitlyn Burke
    Ideagen Employee
    2 years ago
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