Is there a way to import multiple occurrences into IQM via excel or other potential method? We get several hundred occurrences a day that we would need to upload. Importing in bulk would be more beneficial than individually adding them. We could format our excel or other document to reflect that of the Occurrence Summary format. Thank you so much for your help. 

When creating the dashboards I am having difficulty locating the fields from the occurrence forms we have created. (We have multiple managed lists and check box fields but unable to locate these when creating the dashboards). I have selected both Occurrence Fields and Incident data sources.

When a document was issued out for approval one of the approvers highlighted the incorrect name and was able to reject the document with comment and saveIs there a way to lock it so that they are only able to complete the approve/reject against their own nameI don’t want to end up in a scenarios where by one person can go in and approve/reject for everyoneAny advise would be appreciated

Has anyone else encountered this message when attempting to log in after switching between accounts multiple times, which then prevents further access to the system? I'm currently in the process of validation and need to frequently switch between my admin and basic user accounts. Any advice or tips would be greatly appreciated.  

Does someone know how I can filter a dashboard of outstanding copyholder acknowledgements so that only ACTIVE employees are listed?

Q-Pulse Version 7.3.  We are about to Open the Audit module. When I am completing a Audit and raising a NC it is taking me automatically into Incidents and not CA/CP module.  Is this a set-up issue?In the Incident module I can raise a Non-Conformance and CA/PA in a sub-tab is this enough for external auditor?Why is it not taking me to CA/PA?Why is it only taking me to Incidents?Are these two modules meant to be connected?When I raise a NC sometimes the actions arenot connected to the NC, does this mean if I raise and NC and action separately it will still be connected to the Audit? Can I only open Audit and Incident module; and work solely from there to ensure all NCs and Actions are followed up?  Is there a necessity to open CAPA?The analysis tab, does this make a difference only have the Audit/Incident module in use?Is there anything else I am missing about Audit - Incident and CA/PA? Any guidance

Is it possible to extract company documents stored within Q-Pulse after the Q-Pulse license has expired?

Hi Community,I’d like to ask a simple question. Is there a way of automatically synchronizing Academy Events with Quality Management or is this only a manual function through the actions tab in the people module?Thank you for your assistance.

Hello,We have a test server where we installed Q-Pulse 7.1.7 and upgraded it to IQM 7.6 and noticed that Windows Authentication no longer works.  We are still using the same Dbconnections.xml file that we had with the 7.1.7 install.  We are on a Citrix environment, but even when we run Q-Pulse directly from the application server, Windows authentication doesn’t work.Can anyone offer suggestions on how to troubleshoot this?  Did I miss an installation step somewhere?

Good morning team Currently we’re trying to get away of old 2012 server. So, all the apps running on server 2012 need to be migrated to newer server, however, need to know the new server build requirement. So, could you please advise me what are the required/configuration details for new server build to run QPulse without any issues, please? Also, please advise if any firewall rules need to be applied, I mean if server needs to communicate internet in in/out way please – if required, I need to know the port names, IP address, web address etc? Thank you.

Hello, I am new to Q-pulse and was wondering if anyone would have access to a manual ?  Someone is teaching me about the program and I want to use the manual to make some notes. Thx

I am wondering if there are others who are using Quality Managment in Japan or South Korea and how you are getting around the language barrier.  I am hoping these languages will be added in the future upgrades.

Good evening, I’ve got a question regarding permissions for CAPA wizard. We would like to give users the ability to add an attachment in a CAPA wizard. And while we can attachments to the wizards, users with “create CA/PA via wizard” permissions are not able to add an attachment. We don’t want to statically assign ‘CA/PA edit attachments’ permissions as we only would like the option of adding attachments in the wizard rather than all users being able to edit attachments in CA/PAs at a later date. Is there a way to achieve this via the wizard? Thanks, Anna

Hi all,I logged onto Ideagen Academy to look at the People and Training module courses, and it only has the ‘professional’ version. At the beginning of this course, it states that you must have watched the basic version beforehand, but I am not able to locate the basic version within the registerCan anyone assist, please?

Hi there!  Stuck on a query with Report Designer. I am trying to get it to list all approvers of a document and their response (or blank if haven’t responded). So far what I am able to get is either just 1 approver and it doesn’t list the rest or just the approvers who have responded. Hope someone can help! :) Thanks. Kind regardsMonika Blinstrubyte

Hi Everyone is there any way of viewing documents (SOPs/templates) that require reviewing as a list. Many thanks Manjit 

I would like to apply a template to distribute a document, but I am only able to access this feature when we distribute the document for approval, not when the document is for ‘notified only’.  Could you advise, please? 

Do you have a release note for 7.8 please?

Hi Everyone,  When will IQM v7.7.1 be released? Is there release notes specific to 7.7.1 or will it be grouped with the current release notes for v7.7?

I have read through the help guides, but they don’t seem to apply to our requirements.  I am working on the desk-top version of Q-Pulse, but I also need to utilise the cloud version (which I’m trying to), but as an administrator I’m getting very confused especially with the search in documents.  I think I need someone to just point me in the right direction because using both methods don’t seem to compliment each other.  Help

When I create a new document in Q-Pulse, there is no option to set a review date. I can only view the review date field in documents list but no option to actually enter one. I don’t want to select in bulk either, each document has its own review date (and I cannot select anything, the selection is disabled). Very puzzled and I would appreciate some advice please. 

Hi,When opening QPulse, we are getting the following message, can you let me know when you will update the licence, as you are hosting for usThanks in advanceDan

Hello,We would be interested in connecting with other organisations (ideally policing sector organisations, although that’s not critical)  who are using the Q Pulse training and people modules and have a matrix management style structure. It would be helpful if these organisations were using the training module to measure both initial and ongoing competence.  Many thanks

We had a problem with no escalations and alerts coming thorough (now resolved) but some one suggested that if any conditional notifications are set up then the regular notifications will not go through. I have  been trying to develop a test but not got very far, has any one experienced this.  For example:  I have a reminder for CAPA stage over due to the stage owner and want this to go to all stage owners but I also want to send this to some managers depending on the CAPA source so I enabled conditional recipientsI think this should alert every stage owner for over due stages but also alert the QC team and the Non-conformance owner for the records that meet these ad