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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.

114 Posts
M
Thinker
Mkealey-harbaughThinker
 Discussions
Exception Error

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

111
Sam Jackson
Ideagen Employee
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?

423
Sam Jackson
Ideagen Employee
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.

331
Sam Jackson
Ideagen Employee
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.

671
ajin
Thinker
M
Thinker
Mkealey-harbaughThinker
 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.  

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D
Thinker
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?

180
C
Thinker
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?

200
J
Thinker
M
Thinker
Mkealey-harbaughThinker
 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

230
M
Thinker
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.

120
F
Thinker
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 

341
T
Thinker
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
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. 

240
G
Thinker
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.   

360
T
Thinker
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

712
T
Thinker
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

220
M
Maven
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.

340
N
Thinker
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-->

393
Alan Blair
Ideagen Community Manager
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
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?

351
Alan Blair
Ideagen Community Manager
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

421
Alan Blair
Ideagen Community Manager
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

291
Alan Blair
Ideagen Community Manager
B
Thinker
beaurymThinker
 Discussions
Add custom fields to 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.

282
Samuel Brown
Ideagen Community Manager
S
Thinker
smcmonagleThinker
 Discussions
Approval of Docs Sign Off

I am currently looking at rolling out Approval of documents on the platform and was wondering if the constant need for email, password and verification could be switched off.  I can see it becoming cumbersome and people might try to skip the step

532
Samuel Brown
Ideagen Community Manager
F
Thinker
foreillyThinker
 Discussions
Qpulse Queries

No one seems to be getting automatic notifications on their email every time I make a document change that requires approval or acknowledgment from the team. The notifications are only visible once one logs in their QPulse account   People cannot acknowledge documents, as the acknowledgement button (the green tick symbol on the upper part of the screen) is greyed out Documents that have been previously uploaded in PDF form (directives, manuals, etc., like the ones below) do not open. When we click on them the software crashes

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Samuel Brown
Ideagen Community Manager
S
Thinker
StevenFMThinker
 Discussions
Archiving Training Plan History

I have created a course in Ideagen Academy and it has recently been updated. Now, once people have completed the course, both revision 1 and revision 2 of the course show in their training plan as a requirement for their competencies. Is there a way to archive completed requirements within competencies to only show the most recent requirement?

271
Alan Blair
Ideagen Community Manager

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