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25 Posts

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Most views Most replies

JohnTThinker

Discussions

Documents module - Notified only - Apply template

I would like to apply a template to distribute a document, but I am only able to access this feature when we distribute the document for approval, not when the document is for ‘notified only’. Could you advise, please?

16 hours ago

Kim JacobsThinker

Discussions

How do we move an Approved Document from Draft to Draft Approved when we do not have the Draft Approved Option?

In the Q-Pulse Documents desktop version we are having trouble moving an approved document from Draft to Draft Approved. The document has actions on it that need completed in the Document Approved phase. We only have to option to move the document to Active. How do we fix this issue?

302

1 day ago

ColinThinker

Discussions

Document Module - Edit a Change Request

Hi All,The Document Owner is unable to update the ‘Implemented In Revision’ field ?Does the document need to be effective with no draft versions to enable the owner to populate this field? In this scenario Version 03 is active and there is an Version 04 at Draft KRColin

373

1 day ago

Qualtrax4EverThinker

Discussions

Delay Publish Feature

Anyone using this functionality yet? If so, how are you implementing it from a process perspective in our organization?

PATS AircraftThinker

Is it possible to create a report where the fields are specific Document Types?Example: Document Type: A, B, C, & D are in a list view in the report.

310

19 days ago

inktThinker

Discussions

What's the difference between using a workflow scheduler and expiring a workflow instance?

Hello,I am not totally sure what the difference between these two features in IQM is, and when the best time to pick to use the scheduler is vs the embedded expiration feature. Any clarity?Thanks!

20 days ago

kennedyThinker

Discussions

Audit APP not uploading audit evidence

Hello. For users who moved to SaaS, are you having trouble uploading audit evidence when using the mobile APP? For us the APP uploads the checklist but does not upload the evidence. Ideagen has been of no help so far. Very frustrating.

190

23 days ago

Elana WhiteThinker

Discussions

Japanese and Korean users

I am wondering if there are others who are using Quality Managment in Japan or South Korea and how you are getting around the language barrier. I am hoping these languages will be added in the future upgrades.

311

27 days ago

ahmedmmThinker

Discussions

In QPulse Desktop Occurrence module couldn't load records

In Q-Pulse desktop records couldn’t be load in the grid for one of my QPulse database. It shows error “Error occurred during processing server request ‘Object refference not set to an object ………...’”. However, if I put filters like for specific type or specific date it shows empty right number of rows with the same error.Workaround:I restart services as suggested by support.I restarted IIS as suggested by support.But no luck till now.

481

27 days ago

HelenThinker

Discussions

Document review action outstanding

Hi, We have one ‘Document review action outstanding’ showing up in the advanced workload of Q-Pulse. Clicking on the red flag does not lead to a document and it’s driving me insane! Any ideas on how to resolve it please? I have checked every active document for review actions using advanced searches and had no luck.

964

29 days ago

Monika BlinstrubyteThinker

Discussions

Report Designer - Approvers List

Hi there! Stuck on a query with Report Designer. I am trying to get it to list all approvers of a document and their response (or blank if haven’t responded). So far what I am able to get is either just 1 approver and it doesn’t list the rest or just the approvers who have responded. Hope someone can help! :) Thanks. Kind regardsMonika Blinstrubyte

150

29 days ago

KBeckettThinker

Discussions

SQL for Training Events in People Module

Hello,I have tried to create query to pull through all our users training events into a spreadsheet, it pulls through some course but not all. Does anyone have any ideas where im going wrong?This is the query:Connection String:DRIVER=SQL Server;SERVER=18.132.20.231,8855;UID=tradebeproxyuser;PWD=qpGnTySyRG57;APP=Microsoft Office 2010;WSID=5FZS9T1A;DATABASE=QPulse5LiveCommand Text:WITH XMLNAMESPACES ( DEFAULT 'http://www.gaelquality.com/Bacchus/PersonTrainingEventFields' )SELECTPTE.PersonID AS [Attendee], PTE.CertificateNumber AS [Certificate Number], PTE.RenewByDate AS [Renew By Date],P.FullName AS [Attendee Name], P.Number AS [Employee Number], Dept.[Name] AS [Employee Location], T.Title AS [Training Event], T.ScheduledDate AS [Scheduled Date], T.CompletedDate AS [Completed Date], Sup.[Name] AS [Training Provider], T.TrainerPersonID AS [Internal Trainer],P.IsDeleted AS [Leaver / Archived] FROMdbo.PersonTrainingEvent AS PTEInner JOIN dbo.Person AS PON P.ID =

260

30 days ago

Bthoma4Thinker

Discussions

Published Document Date Stamp

Hello,When we add a policy to Ideagen and it goes through all the review and approval steps and is officially published and made into a PDF, does the system automatically stamp the document with the approver’s name and the date of approval? As of now our system does not so I am not sure if that is a setting we need to turn on or if we just add that information manually to the document at some point?

140

1 month ago

hannahjThinker

Discussions

NICE - Overall assurance

Hi, We are new to reporting on overall assurances for NICE guidelines. Has anyone created an explanatory text to explain the differences in the levels of assurance? If so, please can you share! We want to ensure this is as clear as possible for staff and that they feel confident understanding what each answer quantifies.

120

1 month ago

Ideagen4allThinker

Discussions

Custom Fields related inquiry

Hello all, For the List custom field, is there any way for it to be edited into a nested format? For example, if I wanted to create an EPA method and within said method, there would be a certain number of analytes that need to be included. Also, is there a way to change the selection style within a list when the “multi-select” option is chosen? It is inconvenient to hold shift and click multiple items within a tiny box.

1214

2 months ago

ChristosThinker

Discussions

Document with two 'Main Locations'

Hello, has anyone came across an issue whereby a document is in the same folder location twice and both are showing as the ‘Main Location’? For reference they both have the exact same ID number and there is no possibility to ‘Remove Document Location’ for either of them.

240

2 months ago

KPrestonThinker

Discussions

Can you add events without completing them?

Hi Community!Is there a way to restrict the permissions so a user could add an event, but not complete it? For example, I would like a training user to create their own event, but then a training manager would be required to check the record before marking it as complete? Thanks,Kate

471

2 months ago

EvertzThinker

Discussions

Task and subsequent action items - how to create a 'tree'

Hi all! Can anyone help with following (EHS) question?Yesterday we performed a task that focused on a safety check round. We created the task in VTRAC. The result of that round was a number of findings (all related to the same topic) that now need to be created as action-items in VTRAC.Is there a way to connect these action items to yesterday’s task? Is there a way to create a main action item (since all actions relate to the same topic) with underlying sub-action items? Hope someone can help!

Bthoma4Thinker

I have a question regarding the email actions that go out to employees to let them know a training and or test has been assigned to them. In the subject line I copied another that had previously been set up and it reads like, Training ##TITLE## was assigned to you. Then in the body of the message it also has the verbiage of, ##ALL_TRAINEES####INSTANCE_ID## Do we have to keep those in there with the ## signs for it to work correctly? I was thinking it was probably apart of a workflow that was needed

1261

4 months ago

ColinThinker

Discussions

Document Distribution

Hi All,We are currently using the Distribution functionality on the Document Module to control the issuance (distribution/acknowldge) of our paper logbooks however do not have the option in the module to record when they are returned.Does anyone have any suggestions of how they manage this process?KRColin

1242

4 months ago

Bthoma4Thinker

Discussions

NAME Accreditation Checklist

Good morning,We are curious if any organizations currently use Qualtrax for your NAME accreditation and how your incorporate your NAME checklist into the system? Is it helpful for you?

340

4 months ago

MakcrownThinker

Discussions

Report Designer - creating a list from using the filter string Notified Date not within 30 days

Hi All, I have been tasked to create a new report for our outstanding document acknowledgements >30 days.I have tried to use the normal parameters that i use to get from the document module list but when I go to the report designer there is no way to add 30 days in the filter string section.Can anyone point me in the right direction at all?

1612

4 months ago

HLEWISThinker

Discussions

Report Designer - Explanation of Fields

I am trying to teach myself how to design reports and messages. I can’t seem to find a resource that explains what each field presents as in the report. For example in the message for Draft Approver Rejected what information is returned for the fields listed?

1844

5 months ago

GabrielIdeagen Employee

Discussions

How are we doing with the audit and inspection cascading question dependencies?

With the goal to provide more flexibility and to streamline your audit or inspection processes, we released in 24.1 version, the enhancement to allow you to configure cascading questions based on protocols, so that you can define dependencies between questions. This feature is available to all customers by default. **Watch On-Demand Video** to walk you through this process, in just one minute, you’ll see how to:Define dependencies between questions. Navigate seamlessly through parent and child questions. Adapt and reconfigure dependencies as needed. Feel free to share your thoughts and experiences below.

200

5 months ago

Marty DelimaThinker

Discussions

Moving multiple assets in Q-Pulse

Is there a way to move multiple assets to a new location in the Assets Module in Q-Pulse? I’m trying to assign multiple inspection gauges to another department/location. Thanks.

691

5 months ago

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