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27 Posts

Joanne BridgewaterThinker

Report for records and attachments

Is there a way of running a report that exports records / actions along with their connected attachments?

Arjun501Thinker

IQM Version 7.7.1

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?

Lynne BedfordThinker

IQM version 7.8

Do you have a release note for 7.8 please?

berylrThinker

Search in documents

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

OzzyThinker

Newbie question - How do I set a review date for my documents in Q-Pulse?

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.

DanielPearceyThinker

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

AnonymousThinker

Training and People Modules

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

nadeauaThinker

Does anyone have a Q-pulse user manual ?

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

Paul LThinker

Escalations and alerts

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 additional criteria.Is this correct?

smcmonagleThinker

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

zkonradThinker

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.

JohnTThinker

Documents module - Notified only - Apply template

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?

smcmonagleThinker

Notification Email Links

Is there a way to switch off the web link being present in the email notifications that come out? We are not utilising the web portal at the moment and want to take away any confusion that having two links might cause

AnnaThinker

"Recorded by" field in CAPA Wizard

Good afternoon, I’m wondering what the “recorded by” field that’s available in the CAPA Wizard links to in the template? I assumed it might be linked to the “raised by” or similar, but if I add this field to a CAPA wizard and enter data into it (e.g. my name), I haven’t then been able to find that anywhere in the CAPA that’s raised from the template. Thanks, Anna

hbelotThinker

Problem with Incident Status in E5X Format

Dear support, We have a request concerning the conversion of occurences in E5X format. This request concerns the field "Status".Actually, we changed the "Status" field from "Pending" to "To Review".So now, we have the three following status:- Open- To Review- ClosedFor example, I have attached an exemple of an occurence (VSR-304) with Status: "To Review". See screenshot in attachment.We would like when we transform it to E5X format, the Status "To Review" becomes "3" (the same as when Status is "Closed"), such as follow:Open --> <Report_Status>2</Report_Status>To Review --> <Report_Status>3</Report_Status>Closed --> <Report_Status>3</Report_Status> In attachment, you will find the Transform file that we use.When I use it with an incident with a "To Review” status, the <Report_Status> field does not appear anymore in the E5X file. Please, can you help me? Thank you.Best regards

DouglasGGThinker

Windows Authentication not working after upgrade to 7.6

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?

inktThinker

What's the difference between using a workflow scheduler and expiring a workflow instance?

Hello,I am not totally sure what the difference between these two features in IQM is, and when the best time to pick to use the scheduler is vs the embedded expiration feature. Any clarity?Thanks!

drewk1Thinker

Assets module - Edit searches ?

Q-Pulse Version 7.6.1.0 Is there a permission which allows a user to edit a search criteria ?I have a lot of searches saved by the administrator account which I need to edit in my user account.Is this possible?

smcmonagleThinker

Notification Emails

Is there a way to switch off the web link being present in the email notifications that come out? We are not utilising the web portal at the moment and want to take away any confusion that having two links might cause

ClaireThinker

Is there a way to export details of users in a Security Group

Hi , have a need to export details of users in a security group , there doesnt appear to be an export option , just wondered if this is doable and if so how it is done , Ta

AnnaThinker

Search for activities with no next activity scheduled

Morning, we’ve had some issues where no new activity was scheduled after an activity was performed. I.e. there is no due date that would notify users to make sure asset activities (e.g. calibrations) are being carried out. Manually going through and regularly reviewing the entire asset list to ensure all activities are scheduled correctly seems a bit tedious, so we’ve been trying to come up with a way to search for a list of all assets that have got an activity scheduled against it - but no due date set for the next activity. We’ve not had much luck with setting up an appropriate search. It seems that it’s only possible to search activities that are already scheduled in an activity type, but we haven’t found a way to search for an activity types that haven’t got a future activity scheduled. Any ideas? Thanks, Anna

SandraThinker

Approve document

HiWe are new to the Ideagen system. We are doing some testing in the system and cannot work out why someone can’t approve a document. The approve “stamp” below is greyed out.Is this a permission issue?I look forward to your wise replies.RegardsSS

Ellie RoserIdeagen Community Manager

Introducing Skills - A new e-learning service for our customers! 🚀Announcement

We are thrilled to announce the launch of our brand-new e-learning site designed specifically for Ideagen customers! 🎉https://app.guidde.com/share/playbooks/sgch1jbdfiyDxYib4oxWgL?origin=cCLyFoR44mSXlCFKCbVeCHA7Qf03Why we created this e-learning siteAs part on the new launch of Success Plans, we are working hard to empower, educate, and surface easier access to help, support and product training for our customers. By giving all our customers the tools for success, we hope we enable you to use our products a tool to complete your day-to-day tasks.Skills is a self-sign-up platform with all our customer learning and education material accessible for upskilling and enhancing your abilities with Ideagen software.How to get startedGetting started is easy! Simply visit Skills and find your product- from here you can sign up to start learning! It’s that easy.Need a bit of extra help? Visit our FAQs or comment below for us to help get you going!To iteration and beyond!Your feedback is invaluab

MGriffithThinker

Raising NCs using the wizard within CAPA module - Is there way to prepopulate the NC detail?

During an audit, several Non-conformances may be found. When I don’t have a built in checklist for a particular audit, I currently have to create a new NC using the wizard each time or select a previous NC and create another record via the ‘New Based on’ functionality.Both options seem a little time consuming when there are a number of NCs to raise against the same department/during the same audit. Has anyone been able to configure the audit/Capa module/wizard to allow for the system to remember previously entered details such as my user name (Raised by); the Department (against), Source, owner, CAPA severity and extent… etc.? Grateful for any shortcut suggestions.

ClaireThinker

Document Module - Inactive / Obsolete Document URLS

When using the document retrieval system (DRS) to obtain URLs for active documents we currently use the version specific option , however we are finding when the document is revised , if users have used the link in related documents , the link surfaces previous versions . Is there a way to stop URLs working for Obsolete / Inactive issues to ensure users surface the most current issue . Any advice appreciated Thanks

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