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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.

    • Discussions
    182 Posts
      Most repliesMost viewsRecently created
    M
    Mentor
    Mkealey-harbaughMentor
     Discussions
    Issues loading .xls files

    When using the web version, I have been unable to load .xls files. I get a notification stating that it is a forbidden file type.  So I typically revert to the desktop version, as I have never gotten the error using that.  Has anyone else experienced this? Is there a setting that I need to change? 

    481
    Alan Blair
    Ideagen Community Manager
    6 months ago
    D
    Thinker
    dlucasThinker
     Discussions
    Designing customer/supplier notification reports

    Hi All, Many years ago, in a previous job, I had the pleasure of attending an Ideagen conference that I believe was help in Nottingham but I can’t quite remember.I do remember one of the attendees giving a presentation on how they created bespoke reports to send to suppliers for notification of complaints.In my current role I am back working with Q-Pulse, or it’s new identity as Ideagen Quality Management Professional, and would like to update the look and feel of the reports we are using for supplier (and customer) notifications. If you are still around and are able to share the information/presentation that would be fantastic.If anyone else has a good how-to guide for setting up reports that would also be much appreciated!Thank you

    451
    Alan Blair
    Ideagen Community Manager
    6 months ago
    M
    Mentor
    Mkealey-harbaughMentor
     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

    1292
    M
    Mentor
    6 months 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.

    961
    M
    Maven
    6 months ago
    M
    Mentor
    Mkealey-harbaughMentor
     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? 

    841
    M
    Maven
    6 months ago
    M
    Mentor
    Mkealey-harbaughMentor
     Discussions
    Exception Error

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

    882
    M
    Mentor
    6 months 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

    510
    M
    Thinker
    7 months 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.

    2161
    Sam Jackson
    Ideagen Employee
    7 months 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.

    1442
    ajin
    Thinker
    7 months 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?

    690
    C
    Thinker
    7 months 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?

    2170
    J
    Thinker
    7 months 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 

    971
    T
    Thinker
    8 months 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

    1302
    T
    Thinker
    8 months 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

    620
    M
    Maven
    8 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.

    580
    N
    Thinker
    8 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?    

    561
    Alan Blair
    Ideagen Community Manager
    8 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?

    711
    Alan Blair
    Ideagen Community Manager
    8 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

    1021
    Alan Blair
    Ideagen Community Manager
    8 months ago
    T
    Enthusiast
    tonyoEnthusiast
     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

    621
    Alan Blair
    Ideagen Community Manager
    8 months ago
    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

    852
    Samuel Brown
    Ideagen Community Manager
    8 months ago
    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

    2453
    Samuel Brown
    Ideagen Community Manager
    8 months ago
    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?

    461
    Alan Blair
    Ideagen Community Manager
    8 months ago
    K
    Thinker
    kamila.lyczekThinker
     Discussions
    Occurrence form

    Hello ,  I’ve created a form in occurrence module I am wondering if there is a way to include Risk matrix to it or this is only option once it is moved to Incidents ? 

    1073
    Alan Blair
    Ideagen Community Manager
    8 months ago
    M
    Maven
    Monika BlinstrubyteMaven
     Discussions
    Batch Owner re-assignment

    Hi there, I am wondering if there is a way to change Document owners by batch, for example all Documents in certain Type to be assigned to a specific person? So far, I have only found you are able to change ownership if the person is no longer an active user but this does not seem to offer the ability to differentiate between Types/Subtypes or through advanced workload but that seems to be only for “actions” e.g. due review rather than actual ownership of the document. Would be grateful for your advice. 😊 Kind regardsMonika 

    3614
    Samuel Brown
    Ideagen Community Manager
    9 months ago
    A
    Thinker
    Amanda LepleyThinker
     Discussions
    Reports for the Occurrence module

    Does anyone have any reports built for the Occurrence module?  I want to be able to print the current view of a raised occurrence.  The report in there is blank.  Thanks

    1102
    A
    Thinker
    9 months ago
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