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Changing or resetting the occurrence numbering sequence

By Alan Blair

• Last updated

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Who is this article for?

Administrators managing occurrence settings.

Administrator permissions are required.

You can change the default occurrence numbering to reset it for a new calendar year or start from a specific number.

This article explains both options.

WebWindows client

Resetting the sequence

If you have your occurrence record numbering setup to include a year (e.g. if your occurrence number is assigned as "OCC-2025-123"), you will need to:

• update the prefix for the year
• update the number sequence

Updating the prefix

To update the prefix:

1. Open the Administration module.
2. Expand Incident & Occurrence Administration.
3. Select Occurrence Numbering Sequences.

4. Click Edit next to the sequence to change.

5. Change the prefix to match the current year.
   For example, change "OCC-2025-" to "OCC-2026-".
6. Click Save.

Updating the sequence

To update the number sequence:

1. On the database server, launch Microsoft SQL Management Studio.
2. Connect to the database.
3. Take a full backup of your database.
4. Click the New Query button.
5. Copy the following query into the query window:

use QPulse7
go

update OccurrenceNumberSequence

set number = '0' 

where prefix = 'OCC-2025-'
go

6. Review the query to confirm that the:

• correct database has been specified (in this example, it is listed as QPulse7)
• desired number has been specified (in this example, it is set to 0 so the next number assigned in Ideagen Quality Management will be 1)
• correct prefix has been specified (in this example, the prefix chosen is OCC-2025-)

7. Right-click the query.
8. Click Execute.

---

Changing the sequence start

To change the sequence start:

1. On the database server, launch Microsoft SQL Management Studio.
2. Connect to the database.
3. Take a full backup of your database.
4. Click the New Query button.
5. Copy the following query into the query window:

use QPulse7
go

update OccurrenceNumberSequence

set number = '49' 

where prefix = 'OCC'
go

6. Review the query to confirm that the:

• correct database has been specified (in this example, it is listed as QPulse7)
• desired number has been specified (in this example, it is set to 49 so the next number assigned in Ideagen Quality Management will be 50)
• correct prefix has been specified (in this example, the prefix chosen is OCC)

7. Right-click the query.
8. Click Execute.

Resetting the sequence

If you have your occurrence record numbering setup to include a year (e.g. if your occurrence number is assigned as "OCC-2025-123"), you will need to:

• update the prefix for the year
• update the number sequence

Updating the prefix

To update the prefix:

1. Go to the Administration module.
2. Expand Incident & Occurrence Administration.
3. Select Occurrence Numbering Sequences.

4. Highlight the sequence to change.
5. Click Edit....

6. Change the prefix to match the current year.
   For example, change "OCC-2025-" to "OCC-2026-".
7. Click OK.

Updating the sequence

To update the number sequence:

1. On the database server, launch Microsoft SQL Management Studio.
2. Connect to the database.
3. Take a full backup of your database.
4. Click the New Query button.
5. Copy the following query into the query window:

use QPulse7
go

update OccurrenceNumberSequence

set number = '0' 

where prefix = 'OCC-2025-'
go

6. Review the query to confirm that the:

• correct database has been specified (in this example, it is listed as QPulse7)
• desired number has been specified (in this example, it is set to 0 so the next number assigned in Ideagen Quality Management will be 1)
• correct prefix has been specified (in this example, the prefix chosen is OCC-2025-)

7. Right-click the query.
8. Click Execute.

---

Changing the sequence start

To change the sequence start:

1. On the database server, launch Microsoft SQL Management Studio.
2. Connect to the database.
3. Take a full backup of your database.
4. Click the New Query button.
5. Copy the following query into the query window:

use QPulse7
go

update OccurrenceNumberSequence

set number = '49' 

where prefix = 'OCC'
go

6. Review the query to confirm that the:

• correct database has been specified (in this example, it is listed as QPulse7)
• desired number has been specified (in this example, it is set to 49 so the next number assigned in Ideagen Quality Management will be 50)
• correct prefix has been specified (in this example, the prefix chosen is OCC)

7. Right-click the query.
8. Click Execute.