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Activity

42
    B
    Thinker
    BeanikkiThinker
     Discussions
    Issue with Requirements Marrix

    HIWe are using version 7.7.0.When viewing the Requirements matrix from the web app and the desktop app, where the person has a requirement for a certain course that is a renewable event, the matrix is not showing the renewed status when it has been renewed.Any thoughts? 

    151
    A
    Thinker
    1 day ago
    Samuel Brown
    Ideagen Community Manager
    Samuel BrownIdeagen Community Manager
     General
    Introduce yourself and welcome others 👋
    Introduce yourself and welcome others 👋

    Hello everyone and welcome to the Ideagen Luminate community!The Ideagen Luminate team is excited to get to know our new users and their backgrounds. We would love to hear a little bit about yourself and what you do for your company. You may meet others on this thread who share common interests or work in the same industry as you.We believe that by getting to know each other, we can build a stronger community and learn from each other. So please, take a moment to introduce yourself and let us know what you're interested in. We can't wait to get to know you!Here are some questions to get you started: What is your name? What do you do for a living? What are your interests? What are you hoping to get out of the Ideagen Luminate? A little about me…I have been with Ideagen for almost seven years now, and some of you may recognise my name. I started out in the support team, where I covered both frontline and escalated support for products including Coruson, Q-Pulse Cloud, Risk Manageme

    167142
    S
    Thinker
    3 days ago
    R
    Ideagen Employee
    Rebecca WatsonIdeagen Employee
     Discussions
    Welcome to our Ideagen Safe Food Customers!

    Welcome Ideagen Safe Food customers, we’re really pleased to have you in our Ideagen Luminate community. This is a place where you can communicate and interact with peers.In time there will be more support and help resources available here and we’ll also post updates on product enhancements.In the meantime, please feel free to introduce yourself.Ideagen Safe Food is one of our many solutions to support compliance with standards and regulations necessary to ensure safe food and beverage manufacturing, and we’re proud to have you on board.In the coming weeks you’ll notice a slightly new look and feel to your solution as it gets a bit of an Ideagen makeover! However, all the functionality remains the same. 

    1123
    S
    Thinker
    3 days ago
    H
    Thinker
    Hayley.WattThinker
     Discussions
    Luminate Skills to supercede Ideagen Academy?

    With the launch of Luminate, will the Ideagen Academy be archived/ceased as it appears that the majority of courses/training are now available within the Skills section of Luminate. if this is the case, will users be able to link any completed courses with their People record on IQM via a manual sync process (as we do now with the Academy)? 

    50
    H
    Thinker
    3 days ago
    A
    Thinker
    AndryThinker
     Discussions
    Server error

    HelloWe have this message “Server error: the soecified server is not responding” on the dialog box for login.Regards,

    352
    Sam Jackson
    Ideagen Employee
    4 days ago
    S
    Thinker
    Stuart PopeThinker
     Discussions
    Date System Limitations in Ideagen Quality Management – suggested improvement.

    Recently we requested for Ideagen to develop the way the due date system works to improve functionality and save on time wastage within the business.The current workload functionality is set at the template stage and is purely based on the raised date. This is great in theory, but in the real world, it leads to a lack of efficiency & requires considerable manual intervention with the need for micro-managing all the due dates of stages & actions within the system.As an FYI some of our Q-Pulse processes have 15 or more stages with multiple tasks within each stage.Scenario - We have a process that involves three sequential stages, the current methodology has defined dates as follows:The first stage due date is preset 7 days from the raised date, the second stage due date is preset 12 days from the raised date, and the third stage due date is 16 days from the raised date.In theory, the task will be completed in 16 days and no dates will ever be changed.However, what if the first st

    4129
    K
    Enthusiast
    4 days ago
    B
    Thinker
    beaurymThinker
     Discussions
    Add custom fields to column chooser?

    Hello, we’re attempting to export data from our modules, however there is detailed information from fields we customized specific for our occurrences. Is there a way we can bring in custom columns to those tables to sort through and export? I know there is the report function, but we’re having difficulty generating that. To me, it seems like the verbiage we can select is not connected to the items we’ve created in our fields. Thank you for your help.

    734
    T
    Ideagen Employee
    4 days ago
    drewk1
    Thinker
    drewk1Thinker
     Discussions
    Assets module . Multiple edit properties

    Q-Pulse Business Version: 6.2.1.15Is there any way to bulk edit properties / Additional fields ?I have set up a user defined field and wish to populate it with a value which is the same for approximately 300 records.  

    2016
    K
    Enthusiast
    4 days ago
    Alan Blair
    Ideagen Community Manager
    Alan BlairIdeagen Community Manager
     Discussions
    Ideagen Quality Management 7.9 introduces a new user interface
    Ideagen Quality Management 7.9 introduces a new user interface

    We’ve been listening — and now we’re delivering.Based on your feedback, we’re rolling out a brand-new web experience designed to help you work smarter, faster, and with greater clarity.✨ What’s New?🧭 Collapsible Navigation Bar – Maximize your workspace while keeping key modules just a click away. 🗂️ Tabbed Workload View – Manage multiple tasks with ease and stay organized like never before. 🎯 Powerful Filters – Zero in on what matters most and cut through the noise. ⚡ Quick Actions – Complete tasks in record time with streamlined, intuitive controls.This update is all about efficiency, clarity, and getting things done — so you can focus on delivering quality without the clutter.Ready to explore the new interface? Check out the video below and experience the difference!https://share.synthesia.io/abf17d47-9595-45b6-86a2-e76a77d49d10 Ideagen Quality Management 7.9 rolls out December 2025!

    8972
    K
    Enthusiast
    4 days ago
    A
    Thinker
    AnnaThinker
     Discussions
    Asset Activity report / list view with frequency

    Good afternoon, is there a way to show the frequency of scheduled activities in the list view / a report? I’d like to have a list that shows all activities scheduled over the next year and whether they’ve got an annual frequency. When I add the “period” column; it just says “fixed”.The activity record then states for the period, e.g. “The recurring period is set for 1 Year”. Is there any way to show this frequency in the list view or pull that into a report for all activities?Thanks, Anna

    90
    A
    Thinker
    5 days ago
    Molly Broughton
    Ideagen Employee
    Molly BroughtonIdeagen Employee
     Discussions
    🎥 User Group Video Now Available On Demand!

    We’re excited to share that the latest User Group session is now available to watch on demand on Luminate!Whether you missed the live event or want to revisit key insights, you can now catch up at your convenience. The session covers valuable updates, best practices, and real-world success stories that are especially relevant for our Healthcare Guardian customer community. 🔗 Watch now in Luminate Ideagen Healthcare Guardian User Group 2025 📌 Don’t forget to share your thoughts and questions in the comments!Let’s keep the conversation going 💬 

    160
    Molly Broughton
    Ideagen Employee
    5 days ago
    M
    Thinker
    MattFThinker
     Discussions
    Dashboards

    I have attempted to set up a dashboard to monitor incidents and occurrences. This is what I have so far…The issue that I have is with the combo boxes and the subsequent data displayed. Here, the combo boxes are set to show August 2025 records, the pie charts all show the correct number of records (9), chart 1 and grid 1 do not (you can see here that the grid shows records from May and July).The combo boxes have 'incident' as a data source as do the pie charts. Chart 1 and Grid 1 have 'occurrences' as a data source we have to set the grid up on the occurrences data source to access all of the required fields.If I amend the data source for the combo boxes to 'occurrences' then all of the subsequent plots show incorrect amounts of data.Additionally, the hyperlinks that we were provided do not workI have tried the incident and the occurrence hyperlink in all possible combinations and it results in the following error messageI would appreciate your input as we have been struggling along wit

    452
    M
    Thinker
    5 days ago
    T
    Thinker
    Teresa McGuinness
     Discussions
    Q-Pulse Mobile App - First time install

    Hi everyone,I have being asked to get the IQM (AKA Q-Pulse) Mobile app up and going for Audit.  I got IT to place the App onto an Ipad.  The screen at the very start of my Log In. asks for the Server URL.  To which my IT have put the DRS link.  When I then they the Advance Username and password I get a message stating UNAUTHORIZED - You are not authorized to connect to this server.  Please use advanced settings to enter a network account.I was so excited to get this for Audit but 7 days later and the joy has left me. Any advice would be gratefully appreciated.  Thanks in advance.Version 7.3 in an apple ipad i think.  I am not tech minded.   

    1061
    Alan Blair
    Ideagen Community Manager
    6 days ago
    X
    Thinker
    X-Cel SuperturnThinker
     Discussions
    Require signature adding - Esign

    Hello,I’ve been pointed in this direction for adding a new persons signature to our system. 

    381
    Alan Blair
    Ideagen Community Manager
    8 days ago
    M
    Thinker
    MGriffithThinker
     Discussions
    CA/PA Edit Additional Fields - Permission

    Despite having assigned a user group the ‘CA/PA Edit Additional Fields Permission’ in the CA/PA Module, the entire Additional Fields sections remains greyed out for them. I have populated it with a dropdown to select from in User Field 1 and I can use the dropdown on records with my system admin access, but the users cannot regardless of whether I add the permission to the dynamic role(s) or their relevant static permission group. Any idea what’s preventing this from working???

    361
    Alan Blair
    Ideagen Community Manager
    8 days ago
    M
    Thinker
    MGriffithThinker
     Discussions
    Anybody else experiencing system outage today?

    Error.An error occurred while processing your request. Have raised a ticket as clearing browser history & cache did not work and none of our users can get it.Best wishesMel

    311
    Alan Blair
    Ideagen Community Manager
    8 days ago
    H
    Thinker
    H MacKenzieThinker
     Discussions
    Web version 7.8.1.0 - Preview attachments rather than downloading

    Good morning Does anybody know if there is any way to prevent documents attached to occurrences from needing to be downloaded in order to view? 

    211
    Alan Blair
    Ideagen Community Manager
    8 days ago
    M
    Thinker
    MathieuFThinker
     Discussions
    Broken Rules: Only one scheduled activity item is allowed per activity definition

    Staff have recently reported being unable to complete certain cleaning activities in a specific location.To summarize: we have four distinct cleaning tasks (e.g., Cleaning – Section A, Cleaning – Section B, etc.) assigned to various staff members within the same location. Up until two weeks ago, these tasks were being completed without issue. However, since then, a “Broken Rules” error message has been appearing when staff attempt to complete these activities. As a user with admin privileges, I’ve been manually completing the tasks on their behalf, but we haven’t yet identified the root cause of the issue.Does anyone have insight into what might be causing this or suggestions for a potential solution?Thanks!

    131
    Alan Blair
    Ideagen Community Manager
    8 days ago
    T
    Thinker
    tamenayousafThinker
     Discussions
    Introduction & address questions

    Hi All,My name is Tamena Yousaf and I am leading the implementation of our new Q-Pulse Electronic Quality Management System (eQMS) at JointMedica as an Interim Consultant to assist them with going live with Q-pulse. I have previously implemented eQMS’s using Q-pulse and MasterControl.  Upon joining JointMedica, I have found that the level of support has been limited which has caused us delays and leaves us with unanswered questions.We plan to go live with the Documents Module mid November, we currently use desktop client, version 7.7.0.0 and are considering using the Web version instead as this desktop client version is different to what I have implemented previously as does not appear as user friendly to what I am used to.  Upon requesting Ideagen for support to access the Web version link we are seeing delays in response times and support - is this due to being on the Essentials package?Can anyone advise and support us while we look into upgrading to a higher support level?Looking fo

    371
    Alan Blair
    Ideagen Community Manager
    8 days ago
    L
    Thinker
    Lynchk8Thinker
     Discussions
    Q-Pulse Excel Functionality?

    Hello!I’m wondering if anyone has had success with uploading excel documents into Q-Pulse with headers that will pull the active date of the document? (Similar to how the word plug-in does for MS word documents). We have some validated spreadsheets that we use and I couldnt find information on if there is any excel based functionality or plugin.

    211
    Alan Blair
    Ideagen Community Manager
    8 days ago
    J
    Thinker
    JohnTThinker
     Discussions
    Adding keywords as a document owner

    Hi all,When using Documents Module on the desktop client, the document owners are no longer able to add keyword to the documents that they are owner of. Does anybody know how to remedy this? 

    171
    Alan Blair
    Ideagen Community Manager
    8 days ago
    S
    Thinker
    smcmonagleThinker
     Discussions
    Notification Email Links

    Is there a way to switch off the web link being present in the email notifications that come out? We are not utilising the web portal at the moment and want to take away any confusion that having two links might cause

    1453
    Alan Blair
    Ideagen Community Manager
    8 days ago
    J
    Thinker
    JLSThinker
     Discussions
    Automatic File Transfer to SharePoint?

    Wondering if Automatic File Transfer can be configured to drop files into a Microsoft SharePoint location? 

    131
    Cody Kestner
    Ideagen Employee
    9 days ago
    J
    Thinker
    JoniciaThinker
     Discussions
    Email Actions

    I am currently testing Ideagen before we transfer from Qualtrax. I created workflows with no problem. However, the email actions are not going out to anyone.. Is this an Ideagen test problem or is it a problem for out IT department?

    233
    M
    Enthusiast
    9 days ago
    R
    Ideagen Employee
    Rebecca WatsonIdeagen Employee
     Discussions
    Ideagen Authenticate is getting a new name!

    Welcome Ideagen Authenticate customers - or as you’ll soon been known, our Ideagen Supply Chain customers! We’re really pleased to have you in our Ideagen Luminate community. This is a place where you can communicate and interact with peers not just in the food and beverage industry - but across all our solutions.In time there will be more support and help resources available here and we’ll also post updates on product enhancements.In the meantime, please feel free to introduce yourself.Ideagen Supply Chain is one of our many solutions to support compliance with standards and regulations necessary to ensure safe food and beverage manufacturing, and we’re proud to have you on board.In the coming weeks you’ll notice a slightly new look and feel to your solution as it gets a bit of an Ideagen makeover! However, all the functionality remains the same. Let us know what you think of the new name!

    100
    R
    Ideagen Employee
    11 days ago
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