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

Hi, Is it possible to assign document for review within q-pulse? In the same way that they can be allocated for approval. 

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… 

Safe Food Latest Releases Summary – June 2026 ✨We're excited to share the latest updates to Ideagen Safe Food. Our June release brings smoother day-to-day workflows across users, dashboards, and notifications, along with an important fix based directly on your feedback.⭐ No more notifications on archived or deleted itemsWhy this matters: Previously, the scheduler could still fire on items that had been archived or deleted, generating document reviews and other notifications for things you or your suppliers thought were no longer active. This is now fixed, so archived and deleted items stay out of the queue for good. If you've raised tickets about unexpected reviews or notifications on retired documents, this is the fix.⭐ Email address visible on Users and InvitationsWhy this matters: You can now see each user's email address directly on the Users and Invitations tabs, making it quicker to confirm details or search your user list without digging through individual records.⭐ Business Gro

We are attempting to drive an integration with PleaseReview via a custom app. To do so, we have attempted to create a trusted client in our portal, and call ListLoginMethods and Login1. Both API endpoints give the following response: <?xml version="1.0" encoding="utf-8"?><soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">    <soap:Body>        <soap:Fault>            <faultcode>soap:Client</faultcode>            <faultstring>Client Access Key is not valid ---> INVALID_ACCESS_KEY:Client Access Key is not valid:</faultstring>            <faultactor>kcentrix.com/tara</faultactor>            <detail>                <TaraUserException ExceptionCodeMnemonic="INVALID_ACCESS_KEY" ExceptionCodeValue="55" UserMessage="Client Access Key is not valid">INVALID_ACCESS_KEY:Client Access Key is not valid:</Ta

I’m looking for advice on how to set up the Documents module more efficiently for the following scenario.We have several documents that are mandatory reading for new starters and require formal acknowledgement. Currently, this process is very admin-heavy. When a new employee joins, I add them to the People module, then for each individual document I have to manually add their name in the Distribution tab and the Copyholder/Acknowledgement field so they can acknowledge it. This has to be repeated for every mandatory document.Is there a way to group these acknowledgements for new starters, so that all required documents are assigned at once rather than individually?Any suggestions would be greatly appreciated. Thank you for your help.

Is there a way to recover a deleted ‘document record’ in Documents module?

Our company has been using Reactec wearable technology for HAVS for a number of years. We had been set up for receiving operator exposure email alerts for when operators exceed the HAVS EAV or ELV. These emails have stopped since the admin portal changed from Reactec to Ideagen & I can't find how to switch the email alerts back on. Any help on switching the operator exposure alert emails back on would be appreciated. Thank you.

Hello, Would anyone be able to help me find where the saved searches are on the web version of IQMPThanksWill.

We're deploying a patch to US Production during the afternoon of Thursday, June 25, 2026, to resolve some module caching issues, as well as an issue with certain search notifications and grid exports. Because of this patch, we're delaying delivering 2.64.3 to the EU/Canada Production and GovCloud Production data centers until Monday, June 29, 2026.  The release notes for this patch are available here. As always, please contact us with any questions or concerns.

Hello, I would like to explore the possibility of adding a reflective practice section and workflow to my events form or doing something with actions to capture reflective practice, does anyone have an existing process/workflow they would be willing to discuss and share? My main concern currently is around permissions if this were to be created as a section on our event form. Thank you! 

What you need to knowNext month, we will be migrating our US production environment to new infrastructure. This is the final phase of a multi-stage process — we have already completed and validated migrations of our Build/Test and UAT environments, so we are confident in the approach heading into production. When is this happening?The migration is scheduled for July 10th from 12:00 AM to 8:00 AM EDT. That window is intentionally conservative — we expect to complete the work well before 8:00 AM. Why are we doing this?This move gives us a more flexible and resilient foundation, which means better reliability and service delivery for you going forward. What is the expected impact?There will be a planned downtime of up to 8 hours during the migration window. We will be working to minimize that as much as possible. Do you need to do anything?For most customers, no action is required. However, if you have our IP address whitelisted in your firewall or routing rules — or if any third-party sy

Hello My company currently use IdeaGen Q-Pulse, Management System V7.1 (specifically version 7.1.5.2), specifically the module document control (we do not use any other module). This version of Q-Pulse will run out of contracted Supplier support next March 2027 and we are looking to upgrade to the latest version from IdeaGen, v7.10.We need to understand the functional changes between v7.1.5.2. through to the latest release, as set out in IdeaGen release notes. Looking at the link for release notes it only goes as far as v7.5. I would be grateful if I could have access to all release notes since v7.1.5.2 so I can complete a full impact assessment. Where can I access all release notes. Many thanks

We're releasing version 2.64.4 of Ideagen EHSQ Enterprise on 25 June 2026.Here's what's improved.What's newFaster record creation from the dashboard — the old buried “Create New” button has been replaced with a role-tailored Quick Create toolbar at the top of each dashboard, giving users one-click access to their most-used record types (e.g. New Incident, New Permit) without navigating away. Admins configure which buttons appear per dashboard and per team. Cleaner, less cluttered screens — the record initiation screen now hides the nav rail, breadcrumbs, and excess controls so users can focus on filling in the form. Required fields now show a progress bar (“1 of 14 complete”) with a dropdown that jumps directly to any outstanding field, replacing the old competing side panel. Admins get new configuration power (act before go-live on 25 June 2026) — Quick Create toolbars, org logo white-labelling in the header, module icons/colours in the Create New modal, and a new “Grid: Button Menus”

Are other experiencing this? Google tells me it’s likely an issue at Ideagen’s end, I assume there’s no workaround?

As we continue final preparations for the 2.64.3 release, we want to ensure our team has adequate time to complete thorough validation before deployment. To accommodate this, we are updating the release schedule:US Production: Thursday, June 18th EU / Canada: Wednesday, June 24th GovCloud (FedRAMP): Thursday, June 25thWe recognize this has been a longer road than expected and appreciate your patience. Our priority is a smooth, stable deployment and we'd rather move the date than rush it. Please don't hesitate to reach out with any questions.

A while back, someone from support reviewed our setup and told us we need to create an LSRF folder separate from our Repository folder that we had used for years.  So we created a network share folder called AM_LSRF and gave access to the Q Pulse users.  I noticed that in the new AM_LSRF folder we created, it has some of the same folders that are in the original repository folder, but the original repository folder has many more folders in it.In the Setup Options for Q Pulse, should we direct everyone to the AM_LSRF folder and then remove the duplicate folders that are in the original repository folder?It’s kinda crazy that in order to use Q Pulse at our company, you need access to both of those folders and access to the database.  None of it really makes sense to any of us here.

Hi everyone, I work for a professional services firm and am currently project managing the rollout of a new DMS system in SharePoint. As part of this we have started using Ideagen. I just wondered if anyone has any hints or tips or just generally wants to have a chat about how they’ve done this themselves? We are 5000+ people and want to deploy ‘big bang’.  Happy to hear any success stories (or horror stories) if you’ve done the same! Thanks 

Hello,We really like the feature that allows us to convert a document (Word, Excel etc.) to a PDF. This can be done either when activating a draft, or when submitting for approval.Of course, we can also convert back again: When an active document is revised into a new draft/active document, and the checkbox to base the new file on a copy of the old is selected, the original attachment (Word/Excel) is made available again. This is great. We don’t need to keep backup copies of the original in other locations (file server etc.).However, in a few cases, such as when needing to make a minor adjustment or typo correction after a document has been made active, but without going through the full revision process, it’s more difficult.This is perhaps an edge case.Example workflow that leads to this issue:Create a Draft document, upload Word file, Activate and Convert to PDF Note a small mistake in the active document. Edit the document, delete the attachment, upload a new file and save.The probl

Our team has identified a module caching issue that requires additional time to resolve. Because of this, we are moving the 2.64.3 US Production release to Tuesday, June 16th. The EU and Canada release remains on schedule for Wednesday, June 17th. We would rather take that time now than introduce a problem into your production environment. Thank you for your continued patience, and please reach out if you have any questions or concerns.

Hi. New user here! Thanks in advance. My issue is that some of our staff have reported that they do not have the Workload tab on their Home screen of Ideagen Quality Management Professional. Our version is Version 7.9.1.5.As per Capability comparison between the Web and Windows clientshttps://iqm-pro.help.ideagen.com/hc/en-gb/articles/ [removed by moderator] -Capability-comparison-between-the-Web-and-Windows-clientsThis article outlines the current module and feature comparison on each interface, and states that Workload can currently be accessed via both a Web and Windows client. When I log in I can see Home- Workload, My Searchs,Others can only see My Searches. Any idea when this may be and how to add?

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.

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.

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.

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