While we are starting fresh on this new platform, I need to raise the question that I am most commonly asked about Ideagen EHS Core - formerly Lucidity.What exactly is the limiting factor that is preventing the implementation of the Competency Module (i.e the ability to complete e-Learning) via the App? Currently 95% of our work force utilises the App for the majority of their use of the software, but still need to use the desktop version to complete their inductions / e-Learning. We have force loaded a link to the desktop site onto all the company managed mobile devices, but a large portion of our workforce use their personal devices to access the App, meaning we have had to explain that the app if for forms etc, and the desktop site is for e-learning and show them how to bookmark a web page (which was quite an undertaking for some less tech savvy demographics of our workforce).  I understand something like this needs significant software development, but the question remains; Is this

Platform UpdateWe are planning no-downtime updates to deliver Platform release 2.63.3 to the following areas:US Production: Thursday, January 15th US Government Cloud Production: Thursday, January 22nd Europe and Canada Production: Wednesday, January 28thYou 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 Friday, January 9th. (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, January 21st.MaintenanceNo-downtime software maintenance on US Production servers:Between Monday, January 19th, and Thursday, January 22nd. 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

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.

Does anyone have access to the option of selecting different trigger types as described in introduction to triggers?

The No-downtime Production Update on Thursday, December 18, 2025 introduced a session management issue that can cause object locks to persist longer than intended. This issue only affects the US Production environment — European, Canadian, and GovCloud environments are not impacted. We're deploying a targeted patch to US Production on Thursday, January 8, 2026 to resolve this issue. Release notes are available here. (We ended up delaying this release by a day, so note that the original version of this post, and the title, reference January 7th.)  As always, please contact us with any questions or concerns.-Greg

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

In the documents module, you can link related documents in Document Properties Editor. Is there a way to setup something similar in the Assets module? We’d like to link related assets by their unique numbers.

I want to use the deputy function in the administration module for a staff member who will be away a fixed period.  I believe this should send all the CAPA and document notifications and escalations to the deputy and allow them to action against his name. Is this correct? Does any one have any experience of using this function? Thanks Paul  

Hi , how to create people in the People module and then assign them a Q-Pulse login in the Administration module.Actually i added a user profile on People module and added all training records then realized had not created the user via Administration module. I want to link this profile to the administration module as need to create log in id as well. I checked in the setting i wasnt able to find anything. Please help , as quite a lot of records been uploaded for that profile. Thanks in advance.Best Regards ,Marwa Hussain

I need to delete selected records, in particular submitted occurrence forms; due to data retention  requirements/regulations. this would require running a search against a bespoke date field and then deleting in bulk (probably 100s or more likely thousands at a time). this process would need to also delete any linked Incident and CAPA records at the same time. There's no obvious function i can see to do this, unless anyone can advise differently?alternative would be to commission a bespoke SQL script to perform this activity, which we’d then run again annually. anyone ever done anything similar. and/or how do other clients deal with data retention requirements? 

How are other users navigating the issue of not being able to reorder content that isn’t yours?  i.e. in Policy Connect, for example it’s not in alphabetical order, and I can only move internally created content? 

Many teams still rely on annual stock audits, but with growing compliance and accuracy demands, that approach is increasingly risky. Inventory systems track transactions — inventory audits confirm physical existence and accuracy.Audit frequency should be driven by inventory risk, not habit. High-value or regulated items may need weekly checks, while low-risk stock might be verified monthly or quarterly. Infrequent audits often allow stock discrepancies to build up unnoticed.More organizations are now combining cycle counting with full audits to maintain audit-ready inventory year-round. Digital audit tools like Stockount support this by enabling faster verification, traceable audit records, and quicker reconciliation.Discussion:How often do you audit physical stock today? Has cycle counting or digital inventory auditing improved accuracy without disrupting operations?

Is it possible to create a notification email based on a due date on a questionnaire? We would like to be able to send reminder emails to people a couple of weeks before the due date.

IQM Pro v7.5.0.0: Has anyone managed to close an Action within an Incident Stage, and the software not request an electronic signature before? (With a standard user account, not Admin).

Is it possible to go directly to a document from your inbox? I recently switched to the new inbox format and have found the only way to get to a document is by clicking on it, selecting document properties and then opening the document from properties. Frustrating not to be able get directly to the document anymore. 

How to publish the module so staff can view it online.

Good afternoon,Can the Governance Planner be used to set up additional reminders for scheduling and planning training sessions in the next financial year, beyond the standard compliance scheduling? For example, I need to train engineers on hazard identification and risk management.Many thanks,

The No-downtime Production Update (2.63.1.1) deployed on Thursday, December 11th, 2025, in our European and Canadian data centers introduced an issue that prevents users from viewing uploaded files directly in the application (files can still be downloaded). We will resolve this on Tuesday, December 16th, 2025, with a targeted fix that will not require downtime or service restarts.As always, if you have any questions or concerns, please don't hesitate to contact us.-Carl

Hi, trying to get some information for our IT guys. We are looking to extract data into our internal databases so Power BI reports can be built using that. Have had a look through API documentation. IT guys are requesting the test and production details. Can anyone provide those so I can pass them on? 

Just a request to have the “Search” function restored as soon as possible, or some guidance on how to restore it myself?Did anyone else suffer major changes to their access profiles in this recent UI update also?