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Ideagen Quality Management: Essentials (Formerly Qualtrax)

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

16 Posts
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DavidLawsonThinker
 Discussions
Assets module - Assets list - due dates

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

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D
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David ProbertThinker
 Discussions
Setting Up a Training Competency Matrix

Hi there, I’m new to the People’s module.So looking for any suggestions, tips, tricks or avoidable pitfalls, when setting up a training competency matrix. We are a manufacturing facility, with operators at different levels within various departments. My aim is to get the structure right from the start, so that I don’t have to go back over my work later, as I learn more.All help is gratefully received.

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Alan Blair
Ideagen Community Manager
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beaurymThinker
 Discussions
Customize Column Chooser

Hello, we’re attempting to export data from our modules, however there is detailed information from fields we customized specific for our occurrences. Is there a way we can bring in custom columns to those tables to sort through and export? I know there is the report function, but we’re having difficulty generating that. To me, it seems like the verbiage we can select is not connected to the items we’ve created in our fields. Thank you for your help.

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Q
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Qualtrax4EverThinker
 Discussions
Delay Publish Feature

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

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L
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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

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I
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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

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I
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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. 

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I
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C
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ChristosThinker
 Discussions
Document with two 'Main Locations'

Hello, has anyone came across an issue whereby a document is in the same folder location twice and both are showing as the ‘Main Location’? For reference they both have the exact same ID number and there is no possibility to ‘Remove Document Location’ for either of them. 

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C
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B
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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

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Irene Chua
Ideagen Employee
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Bthoma4Thinker
 Discussions
NAME Accreditation Checklist

Good morning,We are curious if any organizations currently use Qualtrax for your NAME accreditation and how your incorporate your NAME checklist into the system? Is it helpful for you?

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B
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B
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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?

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B
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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?

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B
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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

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Marina Khatibi-Gaines
Ideagen Employee
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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.

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K
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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?

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K
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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

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Kaitlyn Burke
Ideagen Employee

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