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    29
      M
      Mentor
      Mkealey-harbaughMentor
       Discussions
      Academy Certificate customization

      Hello!I am trying to create custom certificates and have figured out everything except how to get the file to upload and be inserted into the certificate. I have uploaded the file to images, but it does not appear to be working. 

      131
      Stef Brown
      Ideagen Employee
      5 hours ago
      C
      Ideagen Employee
      Carl GardinerIdeagen Employee
       Technology updates
      No-downtime Production Update (2.65.0.2) - Tuesday, August 11, 2026

      Update on EU/Canada Production: after further review, we've decided to hold off on deploying 2.65.0.1 to EU and Canada Production. Instead, we'll deliver 2.65.0.2 to those regions next week, which is cumulative and includes everything in 2.65.0 and 2.65.0.1, plus the additional fixes and improvements described in the release notes.We're deploying 2.65.0.2 to US Production on Tuesday, August 11th, to EU Production on Wednesday, August 12th, and to Canada Production on Thursday, August 13th.This release includes several targeted improvements to performance on the mobile and REST data sync path, particularly around search and reference-data syncing. Customers doing large reference-data syncs or high-volume searches should notice meaningfully faster response times and reduced data transfer.No action is needed on your end - these improvements will take effect automatically once this patch is live.As always, please contact us with any questions or concerns.-Carl

      70
      C
      Ideagen Employee
      10 hours ago
      Z
      Ideagen Employee
      Zack JohnsonIdeagen Employee
       Technology updates
      Service Restored - US Production Environment

      The issue affecting our US Production environment has been resolved. Service was restored at approximately 6:20 AM Pacific time. We will be undertaking a structured root cause analysis review to understand the exact cause of the issue and will be implementing mitigation actions to prevent future occurrences. We apologize for the impact and thank you for your patience. -Zack

      440
      Z
      Ideagen Employee
      1 day ago
      R
      Thinker
      RobertRedzepiThinker
       Discussions
      Automated Training reports to Managers in Ideagen Hub

      HiWe have recently migrated to Mazlan from Ideagen EHS and previously had filters setup so managers would receive automated training reports (in emails) of their staff to review who was due or overdue to complete training and e-learnings.Since migration all these reports have ceased. Anyone have any suggestions on how to set them up in Mazlan? Regards Rob

      120
      R
      Thinker
      3 days ago
      C
      Ideagen Employee
      Carl GardinerIdeagen Employee
       Technology updates
      No-downtime Production Update (2.65.0.1) - Monday, August 3, 2026

      We're deploying a patch to US Production today, Monday, August 3, 2026, to fix two related issues causing elevated server resource usage and slower response times under heavy load.Given the improvement this brings, we're also moving up delivery of this release to EU/Canada Production, from the previously scheduled August 12th to Thursday, August 6th. This release will go to EU/Canada Config today.US Government Cloud (FedRAMP) Production will receive this patch on Friday, August 7th, with Config updated tomorrow, Tuesday, August 4th.The release notes for this patch are available here.No action is needed on your end - performance under load will improve once this patch is live.As always, please contact us with any questions or concerns.-Carl

      310
      C
      Ideagen Employee
      3 days ago
      C
      Ideagen Employee
      Chandra KarthikeyanIdeagen Employee
       Discussions
      Safe Food Latest Releases Summary – July 2026 ✨

      We're excited to share the latest updates to Ideagen Safe Food. Our July release brings richer document intelligence data, more dependable dashboards, and stronger platform security, along with a handful of fixes based directly on your feedback.⭐ Document Intelligence Assistant gets richer document and review dataWhy this matters: The Document and Document Review APIs now return full record detail, including complete metadata on GET by ID calls and filterable, paginated results when listing reviews. If you or your integration partners build on these APIs, you can now pull everything you need in fewer calls.⭐ See a supplier’s full risk picture in one placeWhy this matters: The Supplier Details dashlet now shows an "Overall Risk Status" field reflecting the most recent risk set by any workflow, Full Assessment, Supplier Performance Review, or Supplier Audit, rather than just the Full Assessment. The colour-coded status matches what you already see in the supplier list, so you get a consi

      90
      C
      Ideagen Employee
      4 days ago
      R
      Thinker
      RichardWThinker
       Discussions
      Restricted Document Views

      Hi Fellow Users!I have inherited a database without user security groups, instead all users have documents (full Access) or no access. I have created a new document type and a user group (for new users) that restricts those new users to only viewing the new document type but…Is there a way to restrict the document reviews for existing users with documents (full Access) so they can’t view the new document type I’ve created- basically I want to avoid the huge job of redefining access levels through the removal of documents (full access)Hope someone out there can please help… 

      541
      D
      Thinker
      6 days ago
      O
      Thinker
      Orlaith McDonnell
       Discussions
      Training & People Module User Permissions

      Hi, I am currently setting up the training & people module in Q-Pulse 7.7.0. I can't seem to prevent staff from viewing other staff training records. Is this possible to do?

      431
      D
      Thinker
      6 days ago
      M
      Mentor
      Mkealey-harbaughMentor
       Discussions
      Academy Integration into Mazlan/Hub?

      Hello,Is Academy going to be added as an app/interface into Mazlan/Hub? Without this, for the general user who is only using IQMS for document retrieval (about 80% of my users) the hub seems an un-necessary step.  

      341
      Alan Blair
      Ideagen Luminate Manager
      7 days ago
      A
      Thinker
      AnonymousThinker
       Discussions
      Archiving User Query

      I am interested to know how other organisations archive their users. If a user is showing as having outstanding actions for documents that are in ‘draft’ state, Q-Pulse seems to assume the prior copyholder list, even though the document has not been through the issue process yet so has not had a template assigned. We are unable to remove them from the ‘draft’ documents and when we archive the account the number of ‘draft’ documents where the user is linked to ends up being added to the administration workload. We apply a new template to a reissued documents instead of amending the last (which automatically appears during the issue process) so as long as the leavers are removed from the various template lists, they will slowly phase out.  How are other organisations dealing with this, do you just let the admin outstanding workload increase?

      382
      A
      Thinker
      7 days ago
      Alan Blair
      Ideagen Luminate Manager
      Alan BlairIdeagen Luminate Manager
       Discussions
      Ideagen Quality Management 7.9 introduces a new user interface
      Ideagen Quality Management 7.9 introduces a new user interface

      We’ve been listening — and now we’re delivering.Based on your feedback, we’re rolling out a brand-new web experience designed to help you work smarter, faster, and with greater clarity.✨ What’s New?🧭 Collapsible Navigation Bar – Maximize your workspace while keeping key modules just a click away. 🗂️ Tabbed Workload View – Manage multiple tasks with ease and stay organized like never before. 🎯 Powerful Filters – Zero in on what matters most and cut through the noise. ⚡ Quick Actions – Complete tasks in record time with streamlined, intuitive controls.This update is all about efficiency, clarity, and getting things done — so you can focus on delivering quality without the clutter.Ready to explore the new interface? Check out the video below and experience the difference!https://share.synthesia.io/abf17d47-9595-45b6-86a2-e76a77d49d10 Ideagen Quality Management 7.9 rolls out December 2025!

      222916
      apolynskiy
      Thinker
      8 days ago
      L
      Thinker
      linglisThinker
       Discussions
      Automatic Distribution of documents

      Hi all, Is there any way that when updating a copyholder template (or personnel department list or group), the system will automatically distribute documents new personnel when the template or group is used in the document distribution?  As people move departments or there are new people added to the system, I don’t know of a way to automatically distribute documents when personnel are added (or removed) from a template / group. At the moment the only way I can see to do this is to add / remove individuals on each document but this is an almost impossible admin task when there are 100s of documents in the system.Thanks in advance. 

      543
      Jordi Comas
      Enthusiast
      8 days ago
      D
      Thinker
      DavidLawsonThinker
       Discussions
      Training database / Training records

      Hello, we use the Training database / training records for authorisations.When someone leaves they get deactivated / pacified. Question: If someone has left the company,  is it possible to retrieve their training records / certificates e.g. for an audit. 

      565
      D
      Thinker
      8 days ago
      C
      Ideagen Employee
      Carl GardinerIdeagen Employee
       Technology updates
      Scheduled Maintenance: US Commercial Non-Production Environments - Tuesday, August 4

      On Tuesday, August 4th, we'll be taking US Commercial non-production environments offline for approximately 60 minutes as part of scheduled maintenance, which is different than our typical scheduled maintenance windows (Tuesdays, 4–5 PM PT) that do not require any downtime.This maintenance will take place from 4:00 PM to 5:00 PM PT and is needed to complete some remaining migration-related work.What this means for you:This affects non-production areas only — production environments are not impacted. Non-production environments will be unavailable for up to one hour during the stated window. If you have testing, validation, or project work planned in non-production during this time, please plan accordingly.We apologize for any inconvenience this may cause. If you have any questions or concerns, please reach out to your CSM or TAM.Thank you for your understanding.- Carl

      360
      C
      Ideagen Employee
      8 days ago
      K
      Ideagen Employee
      Kenya ZiajkaIdeagen Employee
       Discussions
      10 terabytes of project email: how one construction firm keeps all of it findable - Live webinar for Mail Manager customersWebinar

      When a project wraps and the files land back in the archive, the question isn't whether the email is there - it's whether anyone could ever find it again.For Davis Construction, a 575-person US contractor, a decade of projects had built up into roughly 10 terabytes of email, buried in a folder structure so deep that finding a single message, or reusing correspondence from one job on another, meant clicking down through layer after layer.Join Brendan Harrington, Systems Engineer at Davis Construction, and Henry Counsell, Email Management Consultant at Ideagen, for a 30-minute session on how Davis turned that around.Brendan will walk through the real decisions behind the change, including:Why a growing folder structure makes project email harder to find, not easier, especially at scale How filing to one place and searching beats navigating, across hundreds of users and years of projects Where to start bringing your own project email under control, so any of it can be found when it matter

      330
      K
      Ideagen Employee
      9 days ago
      C
      Ideagen Employee
      Carl GardinerIdeagen Employee
       Technology updates
      No-downtime Production Updates (2.65.0) starting Thursday, July 30th, 2026

      Platform UpdateWe are planning no-downtime updates to deliver Platform release 2.65.0 to the following areas:US Production: Thursday, July 30th US Government Cloud Production: Thursday, August 6th Europe and Canada Production: Wednesday, August 12thYou can review the release notes for an overview of the changes.ActionPlease report any unexpected behavior that you notice in your US Config (Build, Test, and UAT) areas, which we are updating with this new version on Monday, July 27th. (We will postpone the Production update if we're not confident in its quality.) This release will reach the European and Canadian Config areas on Wednesday, August 5th.As always, if you have any questions or concerns, please don't hesitate to contact us.-Carl

      370
      C
      Ideagen Employee
      10 days ago
      D
      Thinker
      DavidLawsonThinker
       Discussions
      Assets module - Assets list - due dates

      Hello, is it possible to see calibration / annual check due dates in the Assets List view?

      1171
      Jordi Comas
      Enthusiast
      10 days ago
      M
      Thinker
      melanie.streatThinker
       Discussions
      Can't draft approve document

      Hi. I am an admin trying to draft approve a document, but the option is greyed out. The only difference I can note from other documents is that the file attachment is a PDF which seems to be already imbeded in IQM. Could this be what is stopping the draft approved option from being available?

      503
      Jordi Comas
      Enthusiast
      15 days ago
      C
      Ideagen Employee
      Carl GardinerIdeagen Employee
       Technology updates
      No-downtime Production Update (2.64.4.2) - Thursday, July 23, 2026

      We're deploying a patch to US Production and US Government Cloud (FedRAMP) Production on Thursday, July 23, 2026, to fix an issue where users could potentially see records outside their assigned Reporting Authority in listings such as Recently Created Items, even though those records could not be opened directly.This patch will be included in the 2.64.4 release going to EU/Canada Production on Wednesday, July 29, 2026, as already scheduled. It will also be included in the 2.64 LTS release for on-premise customers.The release notes for this patch are available here.No action is needed on your end - Reporting Authority scoping will be corrected across these listings once this patch is live.As always, please contact us with any questions or concerns.-Carl

      350
      C
      Ideagen Employee
      15 days ago
      C
      Ideagen Employee
      Carl GardinerIdeagen Employee
       Technology updates
      No-downtime Production Update (2.64.4.1) - Tuesday, July 21, 2026

      We're deploying a patch to US Production this afternoon, Tuesday, July 21, 2026, to fix an issue with the batched email delivery introduced in 2.64.4. Emails being split into batches of 50 recipients or fewer were, in some cases, being sent in quick succession, which could cause some recipients to not receive their email due to a send-rate limit enforced by our email provider.2.64.4.1 adds a short pause between email batches so all batches stay under this rate limit and all intended recipients receive their email as expected.This patch is already included in the 2.64.4 release being deployed to EU/Canada Production, so no separate action is needed there.No action is needed on your end going forward - this is a backend fix and email delivery will continue to work as described in our 2.64.4 release notes. If you believe a notification failed to reach some recipients prior to this fix, please reach out to your Customer Success Manager or Technical Account Manager, who can help identify an

      330
      C
      Ideagen Employee
      16 days ago
      B
      Thinker
      BeanikkiThinker
       Discussions
      Issue with Requirements Marrix

      HIWe are using version 7.7.0.When viewing the Requirements matrix from the web app and the desktop app, where the person has a requirement for a certain course that is a renewable event, the matrix is not showing the renewed status when it has been renewed.Any thoughts? 

      1133
      A
      Thinker
      21 days ago
      Greg Harper
      Ideagen Employee
      Greg HarperIdeagen Employee
       Technology updates
      Upcoming Infrastructure Upgrade: FTP Server Migration

      What you need to know We will be migrating our FTP server to new infrastructure. This is part of our ongoing effort to improve the reliability, performance, and security of our platform. When is this happening? The migration is scheduled for Tuesday, July 21st at 4:00 PM Pacific. Why are we doing this? This move gives us a more modern and resilient foundation for file transfer services, supporting better reliability and performance going forward. What is the expected impact? We do not expect any interruption to file transfer service during this migration. This has been planned and tested with that goal in mind. We expect the transition to take about 30 minutes. Do you need to do anything? No action is required. Your login credentials, usernames, and access permissions will remain unchanged. If you have any questions, please reach out to your customer success contact.

      510
      Greg Harper
      Ideagen Employee
      21 days ago
      R
      Thinker
      Robert.GittinsThinker
       Discussions
      Reoccurring document reviews – assign to a group

      HelloIs it possible to assign a reoccurring document review to a group of people? I want it so a group get notified and any member of the group will be able to conduct a review.I have around 200 documents that need to be checked every 3 months. Currently only the owner will get notified of the review. I would be time consuming to manual allocate the reviews out to a team.Thanking youRobert Gittins

      501
      P
      Thinker
      22 days ago
      T
      Thinker
      takura.benhuraThinker
       Discussions
      Triggers and notification section of the form builder

      Hi, can someone send me an example of a completed trigger and notification section of the form builder

      240
      T
      Thinker
      22 days ago
      B
      Thinker
      Brad OrterstromThinker
       Discussions
      Mazlan Home (Ideagen Hub) login page

      Will the new Mazlan Home (Ideagen Hub) login page have links to find login names or reset passwords by providing your email address?

      870
      B
      Thinker
      22 days ago
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