Hi All,We are currently using the Distribution functionality on the Document Module to control the issuance (distribution/acknowldge) of our paper logbooks however do not have the option in the module  to record when they are returned.Does anyone have any suggestions of how they manage this process?KRColin  

Hi All, I have been tasked to create a new report for our outstanding document acknowledgements >30 days.I have tried to use the normal parameters that i use to get from the document module list but when I go to the report designer there is no way to add 30 days in the filter string section.Can anyone point me in the right direction at all?

I am trying to teach myself how to design reports and messages. I can’t seem to find a resource that explains what each field presents as in the report. For example in the message for Draft Approver Rejected what information is returned for the fields listed?

Is there a way to move multiple assets to a new location in the Assets Module in Q-Pulse? I’m trying to assign multiple inspection gauges to another department/location. Thanks.

Hi All, I’m new to Q-Pulse and am currently trying to set up the People module to use for training.I have successfully applied Master Competencies to Job Roles which then populate the training plan with all of the requirements in one level.However, where I have set up a Master Competency with two levels, only one level is applying to the job role.In the Master Competency section the two levels of requirements are bundled together. However they are split as two separate lines when I come to apply them to the Job Role. Can anyone help with where I am going wrong? I am hoping to have one level with activities that are required to be completed, and then the other level will link the required SOPs. Thanks,Kate

We love all the functionality the IQM document module has to offer, and we utilize all of it.  We have large projects that include hundreds of data records which are linked by using related documents. There are times where new metadata will be added, we do often use a placeholder if we anticipate an addition. If there was a group edit function for Properties, it would prevent us to open each record’s properties to add this new metadata.  We also share data with our suppliers and customers using Ideagen Huddle, the data in Huddle is hyperlinked to IQM so if there is a change our supplier/customer has the current revision. To notify them of the revision change we add them to the Notify Only in Distribution. Here again it can be hundreds of data records, so a group edit for the Distribution function would be very valuable to us.

Hello -  does anyone know if there is a way to change the name of a stage in the Customer module? I want to change the name of the “Compliments” stage to something else. Any compliments we receive (and let’s face it, there won’t be many...) will be added in the properties. 

I am keen to leverage the dashboard functionality better. I use it all the time and want to encourage more use of it across my organisation but build in controlled access.I want to organise dashboards into groups for different business functions and then control acccess to these dashboard groups. Is anyone aware of any requests for this idea previously or whether this idea might be in the development pipeline already?

Hi there!  Is there any way to send out emails/escalations to people who have checked out a document and not checked it back in for an x amount of time?  Thanks! 

I’ve seen recent reports from other NHS centres (looking to upgrade their local Q-Pulse installation) that they are being given no option but to switch to the cloud version with a corresponding significant increase in maintenance costs. Has anyone experienced this?Cheers,Andy, Newcastle

With the recent Mobile App upgrade to 2.5 the release notes appeared very light on detail but gave the impression that most of the changes were superficial presentation and rebranding to announce the new brand and improve the user experience along with mentioning the below:Now not being a software or network security specialist this appears to lack detail around when implemented you will no longer be able to support android devices using third party remote sharing such as MS Teams, TeamViewer or other apps of it’s ilk, nor will android phones be able to take screenshots of the app so if you were intending on making a user guide for your users best you do it on iOS and hope that the android experience is identical because - well users are users.So Ideagen, can you please tell me how we can now remotely support the portion of our user

Our organisation currently cannot access the cloud based version and I have phoned and left call back details over 4 hours ago and still no response. Is this typical of the level of service I can expect? 

What better way to commence the new year than by embracing a brand-new IQM Pro Tip, ushering in a wave of fresh insights and possibilities!In this months edition we’ll be answering the age old question - Is it possible to archive customers and suppliers, because I can’t find a button for it!?If that sounds like something that’s been keeping you up at night, I’m delighted to share that it is in fact possible to archive a Customer or Supplier record within the system. Keep reading below to find out just how you can do this…If you have been using IQM Pro for a long time, you likely have many Supplier and Customer Records in those modules. It is possible there are some that you are no longer affiliated with, yet they still appear in your Module List View. Rather than deleting them and losing all of the valuable data, you can actually just archive them and even reinstate them again in the future.In the Administration Cons

Our corporate office is requesting information that I can not figure out.  This is what they are requesting and a brief description of it.Q-Pulse                which authentication algorithm is used for SC-10.01 (Acceptable Answers: HTTPS/LDAPS/SSH/Kerbros/FTPS/SFTP)?SC-10.01- This control goes hand in hand with the IA-04.03 how are we securing the session that is being created and passing the information this is more where you are addressing HTTPS, SSH, FTPS, SFTP and so there needs to be an understanding how data is transmitted and how the session is protected. Any idea how I figure this out for Q-Pulse?

Each month I’ll be sharing a useful tip and trick that I’ve picked up from my years as a Consultant within Ideagen with the hope that it might be something even the seasoned IQM Pro veteran isn’t aware of. This month we’ll be looking at the relationship between CA/PAs and Documents.A common topic that came up with clients was that it’s all well and good that you can access CA/PA records related to Assets/Audits/Incidents/Suppliers/Customers from either module, but the documents only seem to work one way (from within the CA/PA Module). If the above sounds familiar, you’ll happy to hear that there is actually a way to track and trend all non-conformances related to a document from within the Document Module and below I’ll show you just how this can be achieved...1. Log in to IQM Pro and open the Document Module. Once here, select the Document of interest.

Hey folks! 🌟Interesting findings from the latest YouGov research! Did you know 65% of us encounter workplace operational issues monthly? 😲Even more intriguing, 48% notice folks not taking action. 🤔 Operational hiccups can lead to compliance issues, impacting not just efficiency but also risking adherence to regulations.Share your experiences in the comments and let's discuss how we navigate these challenges together!#JoinTheDiscussion #WorkplaceInsights #ShareYourExperience

Hi, is there a way to link two or more different documents to each other? Basically, if one document is changed, systematically review the possible impact on the other document(s) .  I’m aware of the Related documents section on the properties, but, even though there were documents in that section, I still was able to revise any document without reviewing the related documents.

The following article shows:How to Use the Document Retrieval Service (DRS) with Sharepoint However this is for SharePoint 2016 and earlier - not SharePoint Online. The support team do not know how to do this.Has anyone done this?