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Activity

8 Posts

J
Thinker
Jen OrtizThinker
 Discussions

Apps Question

Hello! Does anyone know if we can have manager approvals through apps? For example, I would like a manager to review data from an app entry and sign off on it.

2
T
Ideagen Product Manager
4 days ago
J
Thinker
Jen OrtizThinker
 Discussions

Draft Entry in Apps

Hello! Does anyone know if we can save an app entry as a draft and come back to finish it? For example, if someone is filling out the form (Safety Committee) on an app and need to pause to come back, there isn’t a way (that I know of) they can save and come back to it later.

4
T
Ideagen Product Manager
4 days ago
B
Thinker
Bthoma4Thinker
 Discussions

Document Review Confirmation

I have two questions. If we want to send a document out to just a few lead people to review and confirm the review of a document, do we need to have them in their own group in order for them to be the only one who receives the document to review in their current group or are we able to select people from different groups to send a document to? In order to send a Document (Policy) out for the few people to review and acknowledge receipt and review of the document, what settings do we use to do that? They are not to edit or approve the document we just want to be able to send new policies that have been published out to individuals to review and then be able to acknowledge they read it. I am wondering if the Test or Training field is the only way to be able to do this?

1
L
Thinker
8 days ago
P
Thinker
PATS AircraftThinker
 Discussions

Document module Group Editing

We love all the functionality the IQM document module has to offer, and we utilize all of it.  We have large projects that include hundreds of data records which are linked by using related documents. There are times where new metadata will be added, we do often use a placeholder if we anticipate an addition. If there was a group edit function for Properties, it would prevent us to open each record’s properties to add this new metadata.  We also share data with our suppliers and customers using Ideagen Huddle, the data in Huddle is hyperlinked to IQM so if there is a change our supplier/customer has the current revision. To notify them of the revision change we add them to the Notify Only in Distribution. Here again it can be hundreds of data records, so a group edit for the Distribution function would be very valuable to us.

0
P
Thinker
13 days ago
A
Thinker
Amy FairleyThinker
 Discussions

Changing a stage name

Hello -  does anyone know if there is a way to change the name of a stage in the Customer module? I want to change the name of the “Compliments” stage to something else. Any compliments we receive (and let’s face it, there won’t be many...) will be added in the properties. 

3
Paul Callaghan
Ideagen Employee
13 days ago
B
Thinker
Bthoma4Thinker
 Discussions

User Lock Out

Hello,We have a user that attempted to log in and exceeded the 5-time limit and received the error that she had exceeded the limit of attempts, and the account is now locked out, please contact your system administrator to reset your account. When we log in to Administration, Personnel there is no one listed locked out in our system and no box at the bottom with anyone's name or a check box to unlock. I have also attempted to go into her profile and manually type in a new password in both the Enter Password box and Confirm Password box and nothing is selected under Use Default or Enter, I then save the settings and she still cannot log in. Not quite sure why it is not working. Any ideas?

4
B
Thinker
19 days ago
Esther Bennett
Thinker
Esther BennettThinker
 News

Can you help us recognize the great work our employees do?Awards

The Gemmys are our prestigious annual awards that celebrate the amazing achievements of our people throughout the year and highlight those moments where our employees live and breathe our values.Have you had really stand out interactions with Ideagen colleagues that you would be willing to share? If so, we’d love to hear what they have done, how it made a difference and how the experience made you feel about working with Ideagen!Please do share your stories on this platform by Friday 19th April.Thank you for your continued support! ✨

481
B
Ideagen Employee
26 days ago
Marie Brennan
Ideagen Employee
Marie BrennanIdeagen Employee
 Discussions

New Report! Who audits public companies

In our recent report, we analyze the current auditor market share for U.S. Securities and Exchange Commission registrants in 2024.This year shows the first decrease in firms conducting audits within the past five years. However, the top ten firms by registrant remain unchanged while Deloitte & Touche added the most clients.Read more on how the audit market has been affected by SPACs, large accelerated filers, accelerated filers and more ⬇️ https://okt.to/tuVfDP  

0
Marie Brennan
Ideagen Employee
29 days ago

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