Get a fresh start with policyIQ’s Import utility!

Okay, okay…you’re saying “I’m not a new client just starting up with policyIQ who can take advantage of the utility’s ability to import Folders, Users and Content for my site’s initial Setup.”

That’s alright—there are still some perks in it for you! Think about it…policyIQ’s import utility isn’t just for beginners.

It could also be for those who want to “begin again”, so to speak. Have you been using policyIQ for policies and procedures and are thinking of managing your SOX content in the application now? Maybe you’re using policyIQ to manage your risks, controls and tests and are thinking about how you can roll your Payment Card Industry (PCI) compliance information into policyIQ, as well. Expansion is an ideal time to consider how importing content can save you time on the setup of your new processes in policyIQ. If you are currently storing your data in spreadsheet format (like Excel) or in a database that can export to Excel, then you’re well on your way to being able to quickly import that content into policyIQ Pages!

We have some clients out there that have users sitting on both sides of the fence and they’re struggling to make everyone happy—that is, some users “like the way they’ve always done it” in Excel, while others want to jump into the policyIQ database where they have version control, centralized access and powerful reporting capability. The Import utility can help you to bridge the gap between these two groups. Configure policyIQ to meet your users’ needs and then import the content of those users who continue to work and present results to you in Excel.

Some of you have told us that you have learned a lot since you originally configured policyIQ for your content management needs in year one or year two and now you think you’d do it differently. Why not?!

“Begin again in 20-10! Begin again in 20-10!…”

How would you do it differently? Would you prefer to use different Templates, but can’t swap Templates within the application? Use Reports to export the content to Excel and then create NEW Pages using the Import utility to import content into a NEW policyIQ Template. You can even use the utility to import new Folders if your Processes or plans for organizing the content have adjusted slightly. As a function of the import, you can indicate which Page IDs should be indexed to the new Folder. Wah-lah (a.k.a. Voila for you smart-types)! New layout for the new year!

Check out the Import section of your Help guide and review this step-by-step video on importing content. Let us know (contact if we can help you get the ball rolling!

This entry was posted in Features 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.

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