Who is this article for?

Users who want to access their items using the mobile application.

Server access is required.

With the Ideagen Quality Management app, you can review your assigned Tasks, acknowledge Documents, and sync the changes to the main system while on the go. This article walks you through how to configure and navigate the app.

1. Configuring the app

To configure the app, you will need to specify your server endpoint URL in the app settings. These fields are available to users who need to use a local IP/server name while the device is connected to the company network and an external IP address/server name when they are not.

When you open the app, you will be asked for your:

• Server URL: The URL for your Ideagen Quality Management Professional API services.
• Audit Server URL: The URL for your Ideagen Quality Management Professional Audit web services.

The format of these URLs will vary depending on whether Ideagen Quality Management is self-hosted or hosted by Ideagen.

Self-hosted

• Server URL: http://<serverIPaddress>:<port>/QPulse5WebServices/services
• Audit Sever URL: http://<serverIPaddress>:<port>/QPulse5OfflineAuditServer

Please note, if your server has been configured with SSL then the URL will be https instead of http.

Unsure what your port number is?
You only need to include the port number if your IT have configured the Ideagen Quality Management servers to operate on their own ports. Check with your IT department to confirm.

Hosted by Ideagen

• Server URL: https://{GNUMBER}.ideagenqpulse.com/QPulse5WebServices/Services
• Audit Sever URL: https://{GNUMBER}.ideagenqpulse.com/QPulse5OfflineAuditServer

If only one of the two links is entered, the feature will work independently from the other.

2. Logging into the app

Once the app is linked to the server, you will be taken to the login screen.

To log in:

1. Select a Database from the dropdown.
2. Enter your Username.
   If you're using Windows authentication, this will be your Windows username.
3. Type in your Password.
   If you're using Windows authentication, this will be your Windows password.
4. Toggle Remember me if needed.
   This will allow you to automatically login when you next launch the app.
5. Tap Login.

Alternatively, you can tap Log in with AzureAD to log in using SSO (if it has been configured).

3. Navigating the app

After logging in, you will be directed to the Home screen.

There, you can see any due Tasks and recently viewed Documents.

To access the main menu, click the hamburger menu (three lines). Tap on one of the options to move to that part of the application:

• Reporting - Access your Reports.
• Documents - Access your Documents.
• Audit - Access your Audits.
• Sync - Synchronise changes between the app and the web services.
• Settings - Set options for app signatures, time zones, and timeout settings.
• Logout - Sign out of the app.

4. Modules in the app

Select a module below to learn more about how you can interact with it in the app.