Hi all, We need assistance on trying to configure a cover page for any documents that are being exported from the system. We have instances where we would need to send controlled copies of our documents, i.e policies to customers and therefore need the version number, last reviewed date, author etc on the document. I understand that report builder can generate this meta data and we have configured our own report in the report designer to do this, however, whenever we try to print the document or export - only the report comes up. Is there a way to append the document itself after the report?  For reference, we are on version 7.9.0.1 and have access to the web and desktop client. 

Hi, We have just discovered that two of our databases have different search option within the Document module.One database has “Content” as a default option, the other does not have this. How we can remove “Content” from the search options?

Hi,is it possible to add a hyperlink in a message notification. whilst i can paste in the URL i cant format that as a hyperlink. e.g. i’d like to be able to direct any user receiving an capa action notification to a guidance document located on our local n/w. any ideas? this would help those users that may not have used Q-Pulse previously. thanks Sean

Hi everyone,I’m looking for some guidance on how to personalise the escalation emails generated by the app.At the moment, our employees receive consolidated digest emails listing their due and overdue actions. I would like to update the wording in these emails to make them clearer, and provide guidance on the required actions but I haven’t been able to find where this can be configured within the system.I managed to modify the messages, reminders and escalation, but not when we send them out as a single email summarising the actions. Does anyone know where the templates for these digest or escalation notifications are located, or how to go about modifying them? Any tips would be greatly appreciated.Thanks in advance for your help!Beatrix

Hello, I archived a person inadvertently and I need to reinstate them. How can I do that?I tried to do so in the admin module, but I kept getting the error that the name was not unique. But I cannot find a way to reinstate them through the people module.  

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-->

Can anyone help with a process for removing the ability for staff to quick add categories or options while using the live environment. I presume this would involve creating a security group and adding all staff to it. Additions would then be managed through the managed lists in admin Thanks David

Hello,Can you assist on how to search for individuals that did not complete a certain Training Course.Thank you

We are a large organization in the process of migrating from on-prem to cloud.We have an automation to create/update/archive users via the API and keep everything in sync with our IDP. The problem is that the API can’t add UPN (User Principal Name), which is required for SSO to work.How are you dealing with this? Certainly you aren’t doing a manual daily bulk upload, which the documentation would leave me to believe is the only option.

Has anybody managed to change the date format in the report designer for the CAPA notifications? Despite changing the format - it still comes through in the America format on the emails. Any idea what I am doing wrong? 

Hello Everyone, Does someone have Management of Change Template in Occurrences and Incidents Module for a 145 Organisation to share? We are trying to incorporate this in Q-Pulse. Thank you

Hi all,I have a question regarding the People module, specifically how Event History works for recurring or renewable events.In the Event History, I would like to add a new event of a certain type with: a Completed Date, and a Renew By date (for the next cycle). Could someone clarify how the logic works in practice for reminders and escalation?Once an event has both a Completed Date and a Renew By date, when do reminders stop?  After the Completed Date is entered in a new event of the same type and has a completed date or I have to edit the same event with the new completed date and a new renew by? But by doing that I will lose historical record of previous event.

Hi Everyone, I am looking some advice on best practices regarding discontinued documents. When a document is discontinued, the training department currently carry out several steps:Remove the document from all staff Training plans  Remove the document from all standard Job Roles Remove outstanding renewable flags from all training events.  Archive the Master event.As a large organisation we have recently discontinued may of our induction documents which are applicable company wide. The above process has caused this to be a mammoth task.  Could you advise if the above steps are all necessary or if there is a admin setting we can use or if there is a better way to achieve the same outcome. Thank you in advance for your help with this.Kind regards,Sarah-Louise 

We are using V 7.4.1.0, which does not produce tagged accessible PDFs as per the PDF/UA standards. Is this possible in a newer version?

Last month we migrated from on-prem Q-Pulse to IQM Cloud.Yesterday we got a hotfix in our pre-production environment, and it seems at least some of our custom configuration got wiped in the process, namely all of our custom reports (and their corresponding configurations on the web reporting portals). Now I’m wondering what else we may have lost.Does anyone have or know of a complete list of what needs to be backed up/re-done before and after an upgrade?The fact that I even have to ask this is ridiculous. I manage multiple cloud apps and this is the only one where I have to worry about losing anything when the vendor updates the version. Yet more confirmation that Ideagen went cloud without having cloud architecture in place.

I’m looking for advice on how to set up the Documents module more efficiently for the following scenario.We have several documents that are mandatory reading for new starters and require formal acknowledgement. Currently, this process is very admin-heavy. When a new employee joins, I add them to the People module, then for each individual document I have to manually add their name in the Distribution tab and the Copyholder/Acknowledgement field so they can acknowledge it. This has to be repeated for every mandatory document.Is there a way to group these acknowledgements for new starters, so that all required documents are assigned at once rather than individually?Any suggestions would be greatly appreciated. Thank you for your help.

Can someone tell me how to best set up annual renewable courses in Academy so they are reflected in the person’s workload in IQM?   Are there any docs available that explain how the link between the ‘People’ module in IQM and Academy works, and how you get Academy and IQM to work in conjunction to manage outstanding training events? 

Hello!We have a pretty frequent issue where the iOS app errors out when trying to sync to the server to push updates to our ipads that we use for offline document access (which has to be up to date at all times, so the sync failure causes a gap in compliance). There are three errors that appear: 2 error messages or the app just crashing. The only thing that we have figured out for “fixing” the issue (per our IT dept) is to just keep trying until it works, however I have spent several hours over several days just trying and trying again to no avail. The only time it becomes successful is when I bring them over to IT and my IT guy does the same exact thing that I’ve been doing.Here’s one error we see: And the other one just says “Unable to Sync - Unable to complete a sync. Ideagen Quality Management server may be down”. We know

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.  

Hi, Is it possible to assign document for review within q-pulse? In the same way that they can be allocated for approval. 

In the documents module, you can link related documents in Document Properties Editor. Is there a way to setup something similar in the Assets module? We’d like to link related assets by their unique numbers.