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    36
      Greg Harper
      Ideagen Employee
      Greg HarperIdeagen Employee
       Technology updates
      Service Restored - US Production Environment

      The issue affecting our US Production environment has been resolved. Service was restored at approximately 12:00 PM Pacific time.We will be sharing a follow-up post with more details on the root cause. We apologize for the disruption and thank you for your patience.

      110
      Greg Harper
      Ideagen Employee
      1 hour ago
      Greg Harper
      Ideagen Employee
      Greg HarperIdeagen Employee
       Technology updates
      Service Disruption - US Production Environment

      We are aware of an issue affecting our US Production environment that began at approximately 11:30 AM Pacific time. Our team is actively investigating and working to restore normal service as quickly as possible.We will provide updates as we have more information to share. We apologize for the disruption and appreciate your patience.

      510
      Greg Harper
      Ideagen Employee
      2 hours ago
      C
      Thinker
      CHMSCThinker
       Discussions
      Footer with Revision Number automatically added

      Is there a way to get the Revision Number of a document into a footer that will automatically update when a new revision is published? Have had no luck with creating this so far and hoping someone has had success with this issue before.

      10
      C
      Thinker
      7 hours ago
      A
      Thinker
      AnnaThinker
       Discussions
      Permissions for adding attachments in CAPA wizards only

      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

      1067
      Sean
      Maven
      1 day ago
      M
      Mentor
      Mkealey-harbaughMentor
       Discussions
      IQMS/Academy

      Good day!We are an IQMS professional customer with an Academy integration.There is not a specific ‘Academy Forum’, but I thought that I would ask here. I’m trying to clean out our courses in Academy and there are a number of them that I cannot do anything with. Here is what they look like.Any suggestions?

      171
      Stef Brown
      Ideagen Employee
      1 day ago
      K
      Thinker
      KimBThinker
       Discussions
      Permissions for Confidential CAPA

      Hi all, does anybody have have any advice on whether CA/PA from a specific source can be made confidential?  I have a small group of users working on confidential actions that we don’t want to be visible to the rest of the business, is it possible to give view and edit access only to a small group.  Thank you in advance for any help you can offer

      444
      K
      Thinker
      1 day ago
      Sean
      Maven
      SeanMaven
       Discussions
      segregation of roles for permissions in CAPA

      Is it just me/my organisation that feels the permission model for CAPA has weaknesses?ignoring static and focusing of dynamic security permissions…we’ve always worked on the basis that:the CAPA owner/creator has full edit permission for a record (along with any associated auditors), the stage owners can only edit any stages they have been assigned as owners and stage action owners can only edit those they own/are assigned.that works fine except when the stage action owners need to attach evidence so that completion of the action can be independently verified. this fails as by default they don't have permission to attach files, and if given ‘add/edit attachments’ they also need the hieratical CAPA edit for that the work.if they are given that permission, then it also allow them to also edit the stages and wider CAPA elements - which breaks the cascading/workflow type control model. incidentally they can also edit the ‘details’ part of an agreed action, as well as the ‘response’, which i

      205
      Jordi Comas
      Enthusiast
      1 day ago
      Sean
      Maven
      SeanMaven
       Discussions
      adding hyperlinks in incident (or capa) templates

      I've successfully added hyperlinks into q-pulse reports and messages, however hyperlinks don't seem to work in the Incident templates (or CAPA templates).I've tried adding the URL address into an incident template, within the stage details - however when that field appears in any messages that incorporates that field, it looks like a hyperlink but the address is not recognised. oddly it does work for an email address link, opening up a new OL email message.i would normally get round this by putting this hyperlink (for user guidance) in the related message(s), however because it not applicable to all forms and message aren't form specific (unlike templates) it doesn't work for our situation/requirements.any suggestions are most welcome.

      70
      Sean
      Maven
      2 days ago
      T
      Thinker
      TKendallThinker
       Discussions
      Where is Info to Review on a Workpaper?

      New to Ideagen, and just trying it out, so apologies for the basic questions. Auditor completed a step, entering the description of work done in the “Comments” field within that planning step. Then set the step to “Completed.” Now I (supervisor) need to review, but I cannot see the text she entered into the Comments field. What are we doing wrong?  Should the auditor not set the test to Completed? If she leaves it open, how do I know it’s ready to review? Thanks!

      301
      J
      Ideagen Employee
      2 days ago
      J
      Thinker
      jwbishopThinker
       Discussions
      Library for frequently used attachments

      Is there a way to create an attachment Library?

      211
      J
      Ideagen Employee
      2 days ago
      Alan Blair
      Ideagen Luminate Manager
      Alan BlairIdeagen Luminate Manager
       Discussions
      What training materials would you like to see added to Skills next?

      Hi everyone! 👋Our team is currently building new training resources for version 7.9, focusing on the updated web interface. These materials are designed to make it easier for you to navigate and get the most out of the latest changes.Now we’d love your input!What would you like to see next?Are there specific topics, workflows, or tips that would make a big difference for you and your teams? Maybe deep dives into reporting, best practices for configuration, or quick-start guides for new features?Your ideas help shape what we create—so drop your suggestions in the comments and let’s build something great together!

      1269
      Sean
      Maven
      2 days ago
      Greg Harper
      Ideagen Employee
      Greg HarperIdeagen Employee
       Technology updates
      Postponed: 2.64.3 for US Production and 2.64.2 for EU/Canada Production

      We are delaying the 2.64.3 release to US Production by one week to allow additional time to ensure quality. The new target date is Thursday, June 11th, 2026. For EU and Canada customers, your environments have not received the 2.64.2 release or its subsequent patches as we've worked through the US environment's production issues. Given that, we have decided to skip the 2.64.2 release entirely and move directly to 2.64.3 which is currently scheduled for Wednesday, June 17th.  We appreciate your understanding and will keep you updated as we move forward.

      90
      Greg Harper
      Ideagen Employee
      6 days ago
      S
      Thinker
      Stuart PopeThinker
       Discussions
      Date System Limitations in Ideagen Quality Management – suggested improvement.

      Recently we requested for Ideagen to develop the way the due date system works to improve functionality and save on time wastage within the business.The current workload functionality is set at the template stage and is purely based on the raised date. This is great in theory, but in the real world, it leads to a lack of efficiency & requires considerable manual intervention with the need for micro-managing all the due dates of stages & actions within the system.As an FYI some of our Q-Pulse processes have 15 or more stages with multiple tasks within each stage.Scenario - We have a process that involves three sequential stages, the current methodology has defined dates as follows:The first stage due date is preset 7 days from the raised date, the second stage due date is preset 12 days from the raised date, and the third stage due date is 16 days from the raised date.In theory, the task will be completed in 16 days and no dates will ever be changed.However, what if the first st

      60312
      Paul Callaghan
      Ideagen Employee
      7 days ago
      M
      Maven
      Monika BlinstrubyteMaven
       Discussions
      Checked out documents

      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! 

      2643
      Paul Callaghan
      Ideagen Employee
      7 days 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

      913
      M
      Maven
      7 days ago
      B
      Thinker
      Beatrix BThinker
       Discussions
      Emails from the tool - Hiding recipient list

      Just wondering if anyone could help with distributing document acknowledgement and document review emails from the system.Currently, when the action owners receive the email, all recipient email addresses are visible in the To field. Is there any way to hide these email addresses? Many thanks for helping.  

      301
      C
      Thinker
      8 days ago
      L
      Thinker
      laurenThinker
       Discussions
      Deactivating users with outstanding workload

      How do I archive a user with outstanding workload? This used to be straightforward in the system where you could go to Admin > People > Select User > Archive however. since this function has moved to the Admin Console / User Management on the web I’m struggling to do this. I have managed to make the user ‘Inactive’ in the admin module but can’t find where the outstanding workload has went for this user. I have checked the section for reassigning ownership in advanced workload and it is not there.

      381
      Jordi Comas
      Enthusiast
      8 days 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?

      951
      Jordi Comas
      Enthusiast
      8 days ago
      D
      Thinker
      DeborahThinker
       Discussions
      Please Review - new users

      How to resent the login details to new users? They were unable to reset the password.

      140
      D
      Thinker
      13 days ago
      Greg Harper
      Ideagen Employee
      Greg HarperIdeagen Employee
       Technology updates
      Postponed: EU & Canada Datacenter Production Updates for 2.64.2.3

      After the rollout of our latest release to US production, we identified performance issues that need to be addressed before we proceed with the EU and Canada deployments.We are delaying those releases while we resolve and validate the fix. The EU and Canada datacenters will receive the release on June 3, 2026.Thank you for your patience while we get this right.

      270
      Greg Harper
      Ideagen Employee
      13 days ago
      Greg Harper
      Ideagen Employee
      Greg HarperIdeagen Employee
       Technology updates
      Update: Performance Improvements Deployed to US Production

      This afternoon (May 27, 15:30–16:15 CDT) we deployed a set of targeted improvements to our US Production environment intended to address what we believe to be the primary contributors to the slower response times reported since the 2.64.2 release on May 15. There was some service interruption during the deploy window itself, which a few of you may have noticed; the environment settled shortly after 16:15 CDT.Early indications since the deploy are encouraging. Common actions like Open, Save, and Submit are responding more quickly than they were over the past several days. We want to be transparent, however: monitoring continues, and it is still possible that response times will not fully return to the levels customers experienced prior to 2.64.2. If that is the case, our investigation will continue.As with the prior update, the European and Canadian data centers remain on the previous release and are unaffected by both the original regression and the changes we have now applied to US. W

      190
      Greg Harper
      Ideagen Employee
      13 days ago
      K
      Thinker
      K_BlalockThinker
       Discussions
      SCAR Data

      I’m looking to pull information for SCAR data and complaints per supplier and issue associated with, for example, foreign material. I have attached a photo of what I’m looking for. 

      140
      K
      Thinker
      14 days ago
      K
      Thinker
      kkalokoThinker
       Discussions
      MS Word Password Prompt

      This issue has only come up for me recently, but when I go to save a document before checking it back into QMS, I get this Q-Pulse Password protection window: It’s never asked for this before, so is there a way to turn this function off in QMS? It slows down my work process quite a bit.

      170
      K
      Thinker
      14 days ago
      Greg Harper
      Ideagen Employee
      Greg HarperIdeagen Employee
       Technology updates
      Performance Investigation in Progress (US Production)

      We are aware that some users on US Production have experienced slower-than-expected response times for common actions like Open, Save, and Submit since the 2.64.2 release on May 15. This is our team's top priority.Our engineers are actively profiling the affected services in production and progressively eliminating potential causes. We are making steady progress, but we want to be careful about announcing a specific fix until our analysis is conclusive.Customers in the European and Canadian data centers are not affected, as those environments are still on the previous release. We will not deploy 2.64.2 to those regions until we have a clear understanding of the issue and confidence in a resolution.We will post an update here as soon as we have something concrete to share. As always, please contact us with any questions.

      340
      Greg Harper
      Ideagen Employee
      15 days ago
      F
      Thinker
      FridayThinker
       Discussions
      How to add a picture to a form (InForm)

      Save the image in the vault and copy the link Go to the inform module and navigate to form admin. Select the form template that needs to be edited. Click on 'Add New Field' and select the 'Info' field. Insert the title as per your requirement. Insert the following code in the code section, replacing the highlighted with the copied link, and adding a relevant “Description”: within the quotation marks The Width and Height can be adjusted accordingly<img src="path/to/your/image.jpg" alt="Description of the image" width="300" height="200">i.e. <img src=https://company.luciditysoftware.com.au/intranet/filelink/00grege00gergre/EvacPic.jpg alt="Evacuation Diagram" width="300" height="200"> 

      150
      F
      Thinker
      16 days ago
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