Who is this article for?

Ideagen Quality Management Administrators managing CA/PA numbering.

Administration module access and IT server access is needed.

CA/PA module numbering is managed in the Ideagen Quality Management database. The Administration module allows the Administrator to make changes to the prefix but if you need to restart the sequence from the beginning then you will need to make changes via the SQL database.

For Example: You may have your CA/PA sequence setup to include the year (i.e. CAR-2022-001). If so, every year you may choose to change this (i.e. CAR-2023-001).

This article outlines the steps required to reset the sequence and is split into three sections. The first section is designed for the administrator to follow and the second section is designed for the IT team to follow:

1. How to Change the CA/PA Prefix
2. How to Set the Number Sequence to Zero
3. Further Reading

Tip! This choice of configuration is quite cumbersome as these changes need to be made annually. You should consider changing your prefixes to remove the year as the date the CA/PA was raised can easily be added to any search criteria.

1. How to Change the CA/PA Prefix

1. Open the Administration module.
2. Go to Preferences and then to CA/PA Numbering Sequences. 
3. Locate the sequence you would like to change and click on edit.

4. Change this prefix to match the current year.

2. How to Set the Number Sequence to Zero

Changing the number sequence to start at zero requires IT assistance.

Important: It is crucial that a full backup of the database is taken prior to following the steps below.

To change the sequence:

1. On the server open Microsoft SQL Management Studio and connect to the database.
2. Highlight the database.
3. Click the New Query button.
4. Copy the following query into the query window:

update IncidentNumberDefinition
set number = '0'
where prefix = 'PREFIX'

6. Change the number to the last number assigned (for example, if you want the next number to be assigned as 50, enter 49) and change the PREFIX to the prefix set in the Administration module.
7. Right-click on the query and select Execute.

3. Further Reading

• How to Set-Up Default CA/PA Wizard & Template Access for New Users
• How to Add Additional Stages to a CA/PA Record