Training – Serving your policyIQ users of tomorrow!

What’s the best training for your team?
No implementation is complete without delivering appropriate and effective training to the various types of users. Think about your organization’s reason for using policyIQ. Ask yourself, “Self, what types of users will interface with policyIQ?” The level of detail in your plan will be dictated by the level of usage at your organization.  Clients with a small project team using policyIQ may not find it necessary to organize a complex training plan, while a client with over 10,000 users across the world will need to have a more detailed set of steps in place early in the process. Usually, each client will adapt their own unique processes and procedures together with the tools that are provided by the policyIQ team (PowerPoint slides, Help guide, live and recorded training sessions, etc) to create a complete training program that is appropriate for their organization.

Let’s explore some of the training tools and tips that the policyIQ Team has created for you. You will notice when you go to our recorded trainings page that the middle column displays the recordings in the order that we recommend for various user types: (

<strong10-8-2009-training_by_userRead-Only Users:
Your Read-Only users will be able to take advantage of policyIQ’s streamlined interface with minimal guidance.   While we anticipate that training will not be necessary for Read-Only users, they may wish to review the “Introduction to policyIQ” recorded training session. If applicable, Read-Only users may wish to access the Help guide (link to Help is in the top right corner of each policyIQ window) and read more about the WhistleBlower module, policyIQ’s issue management system, and learn how to submit a case.

Standard Users:
Standard Users may have a range of policyIQ responsibilities including locating specific content (procedures, specifications, controls); monitoring unit performance or status; responding to compliance questions; or submitting necessary forms for services, equipment, benefits or other notification. In addition to those recommendations for Read-Only Users, Standard Users may wish to review the “Subscribe to RSS Feeds” recorded training to learn how to add feeds to your Home view. If you are required to submit Forms (302 Certifications or HR Annual Policy Sign-offs, for example) you may wish to review the portion of the “Forms – Overview” session that looks at Forms from the respondent’s perspective.

Advanced Users:
Content and Form Managers:
Of course, you can read about how to add new content, edit content, move content through the workflow, create policy sign-offs, manage 302 certifications and much more in the “’How to’ by Subject” manual of policyIQ’s online Help guide. If you’re a visual learner, like I am, I’d suggest reviewing the “Workflow – Overview” recorded training, at minimum. The “Forms – Overview” session is also a must for your administrators and approvers of Forms.

You can see all of the trainings that we have recommended under “Content Managers” and “Form Managers” on our training page, but I have to emphasize…I really wish that everyone could realize the power of policyIQ Reports! I uber-strongly encourage you to review the appropriate reports trainings.

Site (Global) Administrators:
Sure, there are training materials that I can point you toward…we have some great recordings and we think there’s no substitute for a complete “policyIQ Reference Guide”. If you plan to present some of the training highlights to your users in PowerPoint, we’ve already done at least half of the work for you (you can get to all of these materials from within your Help guide). However, if you only remember one thing from this post, please remember to take advantage of your partnership with your policyIQ Account Manager! It’s their job to be a good listener, to understand your implementation goals and to guide you toward the materials and plans that will best serve your team. Have you owned policyIQ for years, you feel like it’s in need of revamping and you don’t know who your Account Manager is? Just ask us and we’ll help you to connect and get the re-launch ball rolling! (You can contact us at

If you remember two things from this post, remember to “can it if you can”! (This might arguably be the most important thing, but I have to put it second to developing a relationship with your Account Manager!) What I mean is, capture your training program in a way that makes it easy to repeat or to share with new users in the future. If you’re delivering a live session, video-tape it! Keep hard—or better yet, soft copies of your training materials. And for the love of all that is good and easy to hand-off when you move on to the next big adventure, keep your written procedures for end users in an easily accessible location…how about in policyIQ?!

If all of this is way more than you care to think about or take on with your limited time and resources, let us develop and deliver a custom training for you! We can map out a live session or create a custom training recording that is the perfect fit for your needs—contact us if you’d like more information on custom training development.

This entry was posted in Training by Stephenie Buehrle. Bookmark the permalink.

About Stephenie Buehrle

Stephenie is the “solutions” expert on the policyIQ team. With RGP since 2004, she designs and develops solutions that capitalize on the best practices of the hundreds of companies that she has touched, while tailoring each configuration to meet the unique needs of each client. Before joining RGP and the policyIQ team, Stephenie enjoyed working as an independent consultant in the non-profit sector. Stephenie also previously performed analyst services for a major brewer ranging from roles in biological and chemical services to analytical roles in business process improvement and innovation. Stephenie quips that she still doesn’t know what she wants to be when she grows up, but hopes to spend her days helping others (companies, individuals, and communities) to realize their full potential.

1 thought on “Training – Serving your policyIQ users of tomorrow!

  1. Pingback: Get new folks “on-board” with policyIQ! | policyIQ Blog

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