Who is this article for?

Ideagen Quality Management administrators managing the system.

Admin access is required.

The Ideagen Quality Management Homepage is the page users see when they access the Ideagen Quality Management system, basically the welcome page they login from. This section describes the various ways you can modify how that page appears.

The Homepage files are added to the Documents Tree and controlled through the Administration System Settings tab.

For Hosted systems, the initial page for 'All users' only shows a login option, rather than the Homepage, as shown below. We can help On-Premise installations also configure the page this way if desired. Note - there are no options for visitors other than to login, meaning all users must be tied to a license.

This article outlines:

1. How to Edit the Homepage
2. How to Add Links to the HTML Homepage

1. How to Edit the Homepage

1. If you do not currently have an HTML document created to use as the Homepage, your IT team can retrieve the existing file from the Web Server to edit. From the web server, go to the Web\Homepage directory, typically located at C:\Program Files\Ideagen Quality Management\Web\Homepage. If you have an existing .html file to use, you may skip to the fourth step.

Note: In order to edit the Homepage, you must have the proper permissions to the Administration>System Settings tab and the document selected for the Homepage.

2. Once you have retrieved the Homepage.html file, it's best to edit it in an HTML editing application. Most users edit the file in MS Word. Open the file in the editing application.
3. Insert any image objects, welcome text, or hyperlinks to documents you'd like displayed to users on the main login page. If you're editing in Word, save the file as Web Page, Filtered. Otherwise, save the file and close it.
4. Add the saved HTML document to the Documents Tree in Ideagen Quality Management.
5. In Administration>system Settings, under the Homepage section, choose the Select option and find the .html document added to the tree.
6. Save changes and select the Ideagen Quality Management logo in the top right-hand corner of the page to view the new Homepage.

Additional Information:

• The Clear option removes the value from the Ideagen Quality Management Homepage field and replaces it with a value of 0. The default Ideagen Quality Management Homepage will then be displayed.
• If a document is used as the Homepage it can not be Retired until it is first removed from the Administration>system Settings>Web Settings as the selected Homepage.
• If a document is used as the Homepage it can not be Deleted with the Data Retention feature until it is first removed from the Administration>system Settings>Web Settings as the selected Homepage.
• All users can view Homepage content; however, the document's security List is enforced in all other product areas (document Tree access, etc.).

2. How to Add Links to the HTML Homepage

When using links in .html documents, you will need to use the following formats in order to avoid security vulnerabilities.

Internal Sources:

<a href=”https://{SystemName}/Showdocument.aspx?ID={ID#}” target=”_blank”>{Link Title}</a>

<a href=”https://forensics.qualtraxcloud.com/Showdocument.aspx?ID=1757&#8243; target=”_blank”>Bloodborne Pathogen Exposure Control</a>

External Sources:

(YouTube Video)

<a href=”https://{Link}” target=”_blank”>{Link Title}</a>

<a href=”https://youtu.be/gLeTNOVfh8o&#8221; target=”_blank”>OSHA Blooborne Pathogen Video</a>

Note: A target value of either _blank or _top can be used to open an external link from an HTML document in Ideagen Quality Management, including the Homepage. Use _blank to have the link open in new tab. Use _top to have the link open in the current tab, navigating away from Ideagen Quality Management.