Is it possible to add a quantity to PPE items?

We are planning no-downtime patch to the European and Canadian datacenters to deliver version 2.64.1.2, which contains a fix for date fields for users whose time zones are ahead of UTC. The release notes are available here.Additionally, the no-downtime US Production update for 2.64.2 is postponed by one day until Friday, May 15th, 2026. This release will contain the same fix included in the 2.64.1.2 patch.-Greg

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

IN IQM, how do you change the status of an audit from Findings Completed to allow for further findings to be added 

Platform UpdateWe are planning no-downtime updates to deliver Platform release 2.64.2 to the following areas:US Production: Thursday, May 14th US Government Cloud Production: Thursday, May 21st Europe and Canada Production: Wednesday, May 27thYou 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 plan to update with this new version on Monday, May 11th. (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, May 20th.MaintenanceNo-downtime software maintenance on US Production servers:Between Tuesday, May 19th, and Thursday, May 21st. No-downtime software maintenance on European and Canadian servers as outlined in the Maintenance Schedule.As always, if you have any questions or concerns, please don't hesitate to contact us.-Greg

When will Ideagen look at integrating the action plans from each app to one overall action plan per site?  We have multiple sites with multiple actions and they need collating per site.

Hi there,I’m currently in the process of testing out the Safe Food software, and I’m trying to get the training module working. When creating a program, you can assign competency assessment questions. When i try to then create a training under that program, it only allows me to complete a report for the training. How would i go about sending the competency assessment questions to the employees being trained on the program?Thanks. 

Just recently within the last day or two started to get this message? It does not pop up on all emails and at this point seems to be random? What setting is this related to? 

Our system was due to be upgraded on ‘w/c 27 April.’ We moved to the cloud platform last year in hopes for smoother upgrade cycles. We have been very disappointed in the lack of communication. We expect to be told of outages and when the downtime will occur as a time window rather than a vague weeklong span. I have started this conversation to look for answers for my organisation into how we get this vital information. On Friday morning last week, our eQMS was down, and we had no alerts from Ideagen that the upgrade had occurred and also failed. We require it for producing to go ahead - if it is down we stand to lose a production and incur downtime loss. Our Sales executive was not contactable and we have been left to pick up the aftermath. Please can we get some answers.

We're deploying a patch to US Production on the afternoon of Wednesday, May 6, 2026, to fix an issue with certain search filters. The release notes are available here.Note that this patch will delay the Production releases for the European and Canadian data centers from Wednesday, May 6, 2026, to Thursday, May 7, 2026.As always, please contact us with any questions or concerns.-Greg

HI,  We want an additional Matrix to display Opportunities score  in addition to the existing Risk Matrix with a different colour coding and descriptions etc.  Any one done this or know if it’s possible? Many thanks Ian

I am fairy certain Paul has previously said that Run Charts were not previously possible within InPhase but it was something in development. Is it now possible to set up run charts within InPhase? If so, can I be pointed in the direction of where I can learn how to do so? If not, is this still the intention, and if so, when?

I am trying to edit some questions for a Clinical Audit but when I try to save and overwrite, it tells me unable to change question from YesNoNA to Boolean (yesNo) as there are 376 entries.  When I then tried to create a different version it had the same error message.  How can I edit the questionnaire?

Good morning,Prior to the Ideagen Hub upgrade our users with Site Manager access were able to add new, archive or delete users.  Now they do not have access to Ideagen Hub to do this - I can give them Administrator access to HR & that gives them access to the Ideagen Hub home page, but not the Admin Console.  Can you please advise how this access can be set up ?

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!

Where can I find the instructions for the Code of Practice Module for Safefood360?

Hello, has anyone used the Form Filler automation in Workflows? The Ideagen help guide says: Form Filler populates a Word template with data from the Workflow. The filled form can then be attached to the Workflow as a record, added to the document tree in a specific location, or both. The form can also be converted to PDF for final storage if desired.which sounds like it could be really helpful. How do I set up the Word template so it can be populated? And how do I set up the Workflow so that it will populate the template?

Is there a way to create an attachment Library?

Teams Discovery has not worked since February 12th and most of our users cannot file emails anymore as all their Teams Locations are gone.  They only see old SharePoint locations we don’t use.To make things even more complicated, some users still see 1 of their locations or none at all.  Nothing on our end has changed.  We can access and see all the previously filed emails within the Teams Channels just fine so there are no permissions issues with our teams.We have many cases with support and now the issue has to be brought to users in Malaysia as we seem to be the only customer using Teams Auto Discovery and no one knows how the code works.1. Are there any customers that use Teams Auto Discovery?2. Do all your users see all of their Teams Locations?

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.  

Hi,I am recently trying to build a couple of dashboards and want to ask if there is a way or an ‘argument’ to use to filter a single department out? Not sure if I am missing something.Thanks,Kay

I have a field in my form called referral number. There is a field in my report also called referral number. I would like for the number entered in my form to auto-populate in the report field with the same name, but I can not figure out how. I have been reading the user guide and there is no indication on how to make that happen

Hello,I hope this community can help clarify how the Huddle Desktop app works. I was invited to a Huddle platform by my employer and I’m using my personal computer (the company does not provide computers). Naturally, I’m concerned about adding software to my personal computer.How does the Desktop App function? Does it integrate into Mac’s Finder so that I’m able to browse files like a network storage drive? Do I have to access files via a standalone app? Does the app create a local folder on my computer that is then synced to the Huddle platform?  If I’m invited to multiple workspaces, are the files associated with those workspaces downloaded (synced) to my local drive?I’m asking because I have limited space on my personal computer and am concerned that if the app uses sync technology, it will eat up valuable hard drive space on my machine. Lastly, I’m working on professional design software like Adobe Photoshop, Illustrator, InDesign, and Premier Pro where files often get into the 1TB