Hi, I am currently navigating Lucidity Public API to extract data from our Ideagen system for reporting purposed. I’ve conformed that API endpoint is enabled and returns a successful 200 response.However, I have not been able to generate a public API token.could anyone advise how I can generate one and where it can be done with my system administrator access? Thank you  

We have SSO setup within our Sandbox and Production. After few missed items we were finally able to operate as we did with Ideagen Auth. Lately, many Policies and other documents are being assigned and reviewed. Users who get this assigned process and approve however, with SSO they are constantly getting the MS login page and then have to use Authenticator every time they approve. Setting with in Ideagen SSO is checked but does not appear to be working   Remember credentials for Electronic Signature Has anyone ran into this problem yet? When you have 1 or 2 its not bad but when you have 15 it becomes a whole day project. 

Hi, someone here can guide me about audit tenure calculations in auditor engagment file. it has column auditor tenure but i didnt understand how this tenure is calculated.

Platform UpdateWe are planning no-downtime updates to deliver Platform release 2.66.1 to the following Production datacenters:US: Thursday, November 12th US Government Cloud: Thursday, November 19th UK and Australia: Monday, November 23rd Europe and Canada: Tuesday, November 24thYou can review the release notes for an overview of the changes.ActionWe updated your US Config areas (Build, Test and UAT) to this version on Thursday, November 5th. Please report any unexpected behavior you notice there ahead of the Production update — we will only proceed once we are confident in the quality of the release. Config areas in other regions will be updated ahead of their respective Production dates.With this update, we plan to re-enable the improved search experience for US Config customers that had previously disabled the behavior. If anything looks off, contact support@ideagen.com or your Customer Success Manager.MaintenanceWe will be performing no-downtime software maintenance on all Producti

I am not sure if anyone ran into this issue. We have updated our SSO to work with in Sandbox envt. Logging in to the system took few tries but it works. What does not work is when articles such as Policies are assigned to users and reviewed, users have to approve the updated change. SSO button is present which then leads to Microsoft account entry and Authentication. This is where the process fails with error “   xxxx.iqmp.ideagen.com says  Failed to Authenticate” I have validated our SSO setup .. Any ideas?

I’m delighted to share the latest product roadmap for Ideagen EHSQ Enterprise.This video outlines the changes made in the product and what is coming soon.https://share.synthesia.io/42ac1bc1-3d8d-50e0-96d5-20d1a8acc7eeAs always, please let us know your thoughts below 👇

How do you add an attachment to a supplier record in the web version?

We’re excited to share the latest updates to Ideagen Safe Food. This month’s releases bring multi-file attachments, a new Identifier for Batch Programmes, richer Auditing grids, editable start times in Cleaning records, API and SCIM improvements, and a range of fixes. ⭐ Attachments: Multiple Files & Checklist DownloadsWhy this matters: Attaching and retrieving files should take fewer steps.What’s new:Multiple files can now be selected and uploaded in one action when using Actions > Add Attachment, across all record types The combined size of files in a single upload is limited to 200MB; if it is exceeded, a file size error is shown and none of the files are uploaded A download button now appears next to each file attached in the Add File / Link column of checklists, so you can retrieve a file without removing it⭐ Batching EnhancementsWhy this matters: Linking batch records to your own reference numbers makes integration simpler.What’s new:New optional Identifier free-text field

What’s changing and whenOn Tuesday, November 3, 2026, we are rolling out an upgraded search experience across all EU- and Canada-hosted config areas: Build, Test, and UAT. You don’t need to take any action.EU config areas: 6 PM UTC (7 PM CET) Canada config areas: 6 PM Eastern (3 PM Pacific)This applies to these config areas only. Production areas will follow in a later phase, and we’ll announce timing separately. The upgrade does not touch your underlying records, and your data stays in its current hosting region.What to expectDuring the rollout, the current and upgraded search versions run side by side. If results look different straight after the change, wait a few minutes and refresh. If something still doesn’t look right, we can switch your config area back to the previous search experience quickly.What you can doWe recommend running a few of your usual searches and reports in Build, Test, and UAT afterwards. If anything looks off, contact support@ideagen.com or your Customer Succe

Hi there,What is the best way to bulk upload new users and give them access to mandated content as part of that upload?Having difficulty finding the correct templae to use to do the upload, I’ve found a couple. Which is the correct one?ThanksBilly

Hi everyone!I'm new to Ideagen Luminate and to this community, so please bear with me as I find my feet! As an administrator, I've been using Ideagen Policy Connect for a little while. I'll be honest — I'm finding it a little difficult to navigate and not very intuitive for me at this stage. I'm sure it's just a matter of getting to know the platform better!I'm keen to find the right training resources to help me work more efficiently and build a better understanding of the system as a whole. I want to make sure I'm getting the most out of it for my organisation. Could anyone point me in the right direction? Whether it's specific training modules, video tutorials, webinars or tips from your own experience — I'd really appreciate any guidance the community can offer.Thanks so much in advance — looking forward to learning from you all! 😊

I recently tried to hyperlink a controlled document in Ideagen Quality Management system by Copy-and-Paste the URL into a Word document. After hyperlinking it, I returned to Ideagen to open the Document Tree to verify, the document disappeared.It still shows up on my Advanced search, so the item still exists. I also looked up the Audit Trail and it did not show anything happened to the document. Can anyone help?

I need to set up 3 annual PIs that will be updated every September and then outputted in the September data of our reports.  I set them up with start dates of 30th September 2026.  I then entered the updates for 2026 and the PI says the next update due is 30Sept 2028! skipping a year.. also no data is outputted at all in reports for September 2026.  i can’t find anything anywhere that explains why any of this happens.  Does anyone have any insights?

Hi, I wondered if there was any update on timescales for the roll-out plan of taxonomy 6? We’re being asked questions by our ICB about when this will be implemented. 

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! 

We’re thinking of setting up a regional clinical audit - collecting anonymised patient data from other hospitals in our region. Has anyone used IHG for this type of project? If so, how easy did you find it to contain access for external users to just the one data collection tool? What IG issues did you face? Most people use REDCap - and we will probably go down this route too but just curious if anyone has already tried using IHG instead and how successful it was

Hi,My reviewers have received multiple emails of same content when I assign a particular document for them to review.I assigned a document to 5 reviewers and instead of them receiving 1 email, they received 5. However this does not occur with all documents I assign.What could be causing this?Thanks for your help.Ken

Quality Management hosted customer upgrade announcementBy Jeena Stephen Last updated October 2026 I have just read this announement above; we currently use version 7.3 will these changes affect our system and when will I notice the ‘Changes’ updates?  We are directly hosted by Ideagen. Many thanks Teresa 

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

Hi all,I hope all are well.This is my first time to post.I work in medical physics in the UK. With regards to the Quality Management product, is there a way to automate the downloading of controlled files from the server?I am aware of accessing file via the via the document retrieval service. It works nicely for individual files but can this process be automated for multiple files (say a few hundred)? Or can all files under a given doc type category be download in bulk / single zipped file etcWe want to have a local back up copy of our files on our remote Quality Management server in case we ever lose connection to the server (sever fault, internet provider fault, during upgrades etc)? Have a nice day.RegardsAnthony Murray,Clinical Scientist

We have recently upgraded to IQM 7.10.  Users have reported that two people are unable to open a Microsoft Office document (Word, Excel, etc.) at the same time.  When the 2nd user tried to open the same document, they receive a Q-Pulse “file not found” error message.  We do not embed our documents.  PDF documents do not have this issue.Is there a fix for this?  Outside of IQM, in this situation, the 2nd user would receive a message to the effect of “the file is in use, would you like to open a read-only version”.  The “file not found” error from IQM is very generic.

What are best practices when setting up competencies, job roles, and training events so that the system can identify what the training needs are? When employees change competencies or job roles, will the training need to be redone to reflect the updated changes?  

There is currently one “Occurrence created” message in the “Customisation - Messaging” section of the admin panel in version 7.7.0.0. Is it possible to create a second “Occurrence created” message that can be sent to conditional reciepients instead of the existing one?