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  • Ideagen Quality Management • Professional (Formerly Q-Pulse QMS)

Ideagen Quality Management • Professional (Formerly Q-Pulse QMS)

Join quality leaders and process innovators in the Ideagen Quality Management • Professional forum. Share digital transformation strategies, solve compliance challenges, and advance quality excellence together.

118 Posts
    Most repliesMost viewsRecently created
M
Enthusiast
Mkealey-harbaughEnthusiast
 Discussions
Login license issue

Hello, Quick question for the group. Is there a way for an individual who has a ‘primary license’ to be logged in with a secondary license if there are no primary licenses available at that time? Is there a way to set it that way? As an example, earlier this week, I had two associates who were unable to log in because there were no primary licenses available, but what they were logging in to do did not require the actual primary license at that time.   Does that make sense?Thanks in advance! Michelle

351
S
Thinker
1 day ago
F
Thinker
faseehThinker
 Discussions
track who obsolete doc in the system

The QM department has reported that a specific document has been marked as obsolete in the system. They would like to track and identify the user who performed this action, along with the date and time it occurred.Could anyone please advise which database tables or logs we should check to retrieve this information?Your guidance is appreciated.

341
M
Maven
2 days ago
M
Enthusiast
Mkealey-harbaughEnthusiast
 Discussions
People and training

Hello,I have been reviewing the skills catalog in search of courses or a curriculum for the people and training modules. I have not been able to find any. Are there some that I am missing?  I was hoping to get our HR people through some of those so that they have a better understanding to build out the matrices and competencies.  We do have some success training in June, but I was hoping to give them some information in advance.  

31312
M
Thinker
2 days ago
S
Thinker
swhgrahamThinker
 Discussions
Document Numbering with Leading Zeros

Does anyone know if it possible for a Document Type assigned with a document numbering prefix to automatically assign the next sequential number but formatted with leading zeros (fixed number of digits). For example SOP00005, SOP00134, etc. I seem to only be able to get SOP5, SOP134.  We really need to ensure the total number of characters for document ID is consistent of always being 8 characters. We are currently using version 7.8.0.

80
S
Thinker
4 days ago
M
Enthusiast
Mkealey-harbaughEnthusiast
 Discussions
Audits and documents

Hello,As we are using IQMS as our document control system, and we are using the audit module is it possible to link documents from the documents module to the audit module without having to upload the document again? 

431
M
Maven
6 days ago
A
Thinker
amoutoThinker
 Discussions
Web Reporting - Unauthenticated for external entry

Hi there,Is there a security issue with enabling the web reporting portal in unauthenticated mode (no SSO), where external users from anywhere in the world can upload attachments?I’m specifically concerned about the risk of someone uploading a file that contains malware. How is this normally managed in practice? do systems in Ideagen usually scan uploads, restrict file types, or isolate them before we access and possibly download them? What are the best practices for handling this kind of setup or is it always recommended to be authenticated (which means external parties cant fill the form)Thanks,Alex

140
A
Thinker
8 days ago
M
Enthusiast
Mkealey-harbaughEnthusiast
 Discussions
Exception Error

Hello, A user at my workplace is receiving the following error and I am uncertain how to resolve the problem.  

422
M
Enthusiast
14 days ago
M
Thinker
mkaliisaThinker
 Discussions
PASSWORD RESET RETURNS ERROR

Is there a problem currently with the Password reset feature, as  the system says that the New password doesn’t match former password, which I find rather odd considering the reason I’d be resetting the password is to give a user a new password. I’m using Ideagen Quality Management Version 7.7

260
M
Thinker
19 days ago
S
Thinker
StevenFMThinker
 Discussions
Calculated Field for number of days since notification

Within the Dashboards feature of IQM in the Web based client, i’d like to create a list with the number of days since copyholders were notified. Would anyone know how to create a calculated field for this?

563
Sam Jackson
Ideagen Employee
23 days ago
S
Thinker
StevenFMThinker
 Discussions
Document approvals - Dashboard

I’ve been tasked with creating a report for outstanding document approvals within IQM and i’ve noticed that there is a Ideagen created dashboard for outstanding copyholders in the dashboards section of the web client.I’ve been able to show this to my superiors, who like the fact that it is interactive and can show names and departments of who has not acknowledged the document.Now, has anyone been able to create a dashboard, similar to the one i’ve described, that can show all outstanding document approvals? If so, would you be able to share how it was set up so I can also set it up in my company’s database?Thanks in advance.

931
Sam Jackson
Ideagen Employee
23 days ago
Z
Thinker
zkonradThinker
 Discussions
Error after moving DB from one server to another

I can’t get any answers from support since they quit responding to my emails for the past 2 weeks.All we’re trying to do is move a Q Pulse Database from one SQL server to another.  We’ve actually completed that task, and everything shows up when we connect to it, but we get an error.  When We connect to the DB and try to open a file from the repository, we get an error that says:Could not open part.Could not lock the part ####. Does it have something to do with the old DB connecting to the repository/Network Share.Do we need to create a new DB and then move the data to it.Do we need to move the repository/Network share to a new server.

901
ajin
Thinker
26 days ago
C
Thinker
cbirThinker
 Discussions
Audit checklist templates

When I used Qpulse some years ago, it had the functionality of downloading some audit checklists based on ISO standards. Is this option still available?

250
C
Thinker
30 days ago
J
Thinker
jriceThinker
 Discussions
API Endpoint for Downloading Documents?

I’m looking to see if there is any method that makes it possible to download documents/attachments akin to an API?The Document Retrieval Service looked promising at first, but upon seeing the interface shown in "Using the DRS", it doesn’t appear to serve that purpose?

260
J
Thinker
1 month ago
R
Thinker
rronaldsonThinker
 Discussions
Watermark for Printed Documents?

Hi,  We’re in the process of setting up Quality Management System and looking to understand if there are watermark options available for printing of certain document types (e.g. draft). Are there any header/footers able to be applied also? Many thanks,Rachel 

411
T
Thinker
1 month ago
X
Thinker
X-Cel SuperturnThinker
 Discussions
Require signature adding - Esign

Hello,I’ve been pointed in this direction for adding a new persons signature to our system. 

200
X
Thinker
1 month ago
G
Thinker
garyfThinker
 Discussions
Document Save Error

Is anyone else having an issue with saving a draft document after submitting for approvals? I have had this issue multiple times now, where once all approvals are complete and I try to make any changes to the document and then save it, I receive the save error at the top of the record. The tool tip does not show up anywhere in the record, but when I hover over the save error I get a popup message that says “You must specify some text in your note”.  Also, if I try to Activate the document using the wizard in the  desktop client I can go through all the windows and then the last box has the “Save” button greyed out. 

290
G
Thinker
1 month ago
T
Thinker
Teresa McGuinness
 Discussions
Q-Pulse Mobile App - First time install

Hi everyone,I have being asked to get the IQM (AKA Q-Pulse) Mobile app up and going for Audit.  I got IT to place the App onto an Ipad.  The screen at the very start of my Log In. asks for the Server URL.  To which my IT have put the DRS link.  When I then they the Advance Username and password I get a message stating UNAUTHORIZED - You are not authorized to connect to this server.  Please use advanced settings to enter a network account.I was so excited to get this for Audit but 7 days later and the joy has left me. Any advice would be gratefully appreciated.  Thanks in advance.Version 7.3 in an apple ipad i think.  I am not tech minded.   

420
T
Thinker
1 month ago
T
Thinker
tesparonThinker
 Discussions
IQMP Dashboards - Data Source - Suppliers

Hi there group, I am attempting to create useful dashboards for Suppliers module data. I can view this easily from the module tab but also want to create a dashboard with Suppliers that are due review. Which data source is needed for the data required?  Many Thanks, Tom

742
T
Thinker
1 month ago
M
Maven
Monika BlinstrubyteMaven
 Discussions
Dynamic Copyholder Templates

Hi all,  Documents can sometimes be missed and not distributed to the right people if they have changed roles or if a new person has joined the team and there has not been time to update the copyholder templates. Has anyone else experienced this? Would it be possible to create dynamic copyholder templates, i.e. Distribute document IF Job Role “xyz” is TRUE? If a workaround already exists and I’m not aware, please let me know!! :) Thank you.   Kind regardsMonika Blinstrubyte

240
M
Maven
2 months ago
N
Thinker
Neil BThinker
 Discussions
Draft Approved documents and training

How are people using Draft Approved documents?  Specifically, I thought that this was a stage where poeple could be trained on a new revision of a document ‘before’ the old revision was superseded and the new one became active.  I can’t see how to setup document training that is initated at this stage.

360
N
Thinker
2 months ago
I
Thinker
inktThinker
 Discussions
How to assign secondary locations to Documents

Hello, Is there a way to assign a secondary document location to a document? I want it to appear in both folders. Thanks,KT!--a=1-->

403
Alan Blair
Ideagen Community Manager
2 months ago
F
Thinker
faseehThinker
 Discussions
manage attendees groups

We are currently working on a training course module in Q-Pulse and would like your guidance on managing groups of attendees effectively. Could you please provide us with instructions or recommendations on how to handle this, as shown below?    

221
Alan Blair
Ideagen Community Manager
2 months ago
H
Thinker
HLEWISThinker
 Discussions
Incident and occurrences and linking to CAPA

Is it possible to link a CA/PA record to an incident or record?

381
Alan Blair
Ideagen Community Manager
2 months ago
S
Thinker
S2454891Thinker
 Discussions
Document Archive

Hi, I was wondering if its possible to bring back a document from Archive? One of my team archived in error but I don’t see an option to bring the document back,  does anyone know if this is possible? Thanks

441
Alan Blair
Ideagen Community Manager
2 months ago
T
Thinker
tonyoThinker
 Discussions
Uploading an Asset list via spreadsheet

Hello, I was wondering if it is possible in IQM (either now or in the future) to upload an asset list using a spreadsheet, must the same way as the People module can upload users?   In our situation, as we integrate new departments into our IQM system, they each bring their list of assets that need to be uploaded.  It would be much easier to do this as a spreadsheet as opposed to making singular entries in the Asset module. CheersTony O

321
Alan Blair
Ideagen Community Manager
2 months ago
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