When life hands you lemons, revisit your policyIQ Dashboard!

lemonsIt is always our intention to release to you a version of policyIQ that provides more functionality and is more efficient than the version before.  We are also committed to ensuring that the changes we make don’t require that you have to update personal settings or preferences.

With the release of version 6.5…well…we made a mistake.  With this latest version, the policyIQ Dashboard has undergone some significant changes to make it load faster and to offer you charts and graphs.  As a result, we’ve reset your Dashboard back to just the two “required” Dashboard items – Pages to Read and Forms Assigned and In Progress – and any items that you previously selected to appear are no longer visible.  This was not an intentional change, and we’re very sorry for the inconvenience it may have caused.

But don’t worry!  You can easily reset your preferred Dashboard items

It’s easy to reset your Dashboard back to your preferred options.  It’s just two simple steps:

1. Simply click on the Add option in the toolbar above your Dashboard.

AddtoDashboard
checkboxes
2. You see a list of all of the Dashboard items that are available to you.  Your options will depend on your policyIQ Account Type and Role.

If you are a Site Administrator, for example, you may have some additional options for Administrative Overview or User Login Trends.

Check the options that you’d like to see appear and click Save.

Our Lemonade Recipe: Make your policyIQ Dashboard work for you!

While you may feel that we’ve given you some lemons, we’d like to help by offering you a recipe for lemonade.  The Dashboard can be a powerful tool and great time saver, so why not take advantage of our mistake and revisit what options you see when you log into policyIQ?

Here are just a few suggestions that we’ve put together for various roles within an organization.

1. Site Administrators: Those users with oversight over all of policyIQ need to be able to keep track of what is in this site, without getting too bogged down in the details.  (Most Site Administrators are also content managers or editors, so we understand that you might have some other items related to your personal responsibilities to content, as well!)

  • Administrative Overview – this item will allow you to keep track of how many users you have and how large your site is, both in terms of number of items and megabytes.
  • Chart: Expired / Expiring Items – you can keep an eye on content that is getting old – and remind users if you see that many pages are past their expiration date.
  • Chart: Login Trends by Month – to track how often users are logging in and to determine which are your “busy” months through the trend analysis.
  • Chart: Advanced User Roles – keep an eye on how many Site Administrators, Project Managers or Group Administrators you have so that you limit permissions as necessary.

2. Content Creators (Writers, Administrators): The users who are actively creating, editing and managing content are the busiest in policyIQ – and often require the most Dashboard items.  For this group, it might even be help to think about what is on your Dashboard that you DON’T need, to avoid too much clutter.  Here are our suggestions for some of the right items.

  • Checked Out to Me – will give you a list of all pages that are currently checked out and waiting for some action from you.
  • Expired / Expiring Items – allows you to keep up on which pages are reaching or have passed their expiration date, indicating that you should review and make updates.
  • Available for Checkout – can be particularly important if you are responsible for a team, and you’d like to easily see what items are in no one’s queue right now.
  • Training Videos – there is no such thing as too much training.


3. Content Reviewers (or Approvers): For those users who are asked to review and approve content, you want easy access to those pages that are waiting for your approval.  Using your Dashboard, you don’t even need to navigate any further to complete your tasks.

  • Awaiting My Approval – typically the single most important list in policyIQ for any user who is required to approve content before it is published.
  • Training Videos – because having training just a click away is always a good thing!

4. Account Reconcilers: If you are using policyIQ for account reconciliations, your reconcilers have very specific needs.  In a nutshell, they need to know what accounts they still have reconcile – and when those reconciliations are due.

  • Forms Assigned and In Progress – to see a list of all account reconciliations currently open and due.
  • Favorite Form Templates – for any Forms that may not be assigned on a monthly basis.
  • Favorite Pages – to easily access policies and procedures that are applicable.
  • Training Videos – have we mentioned how useful access to training can be?

5. IT Help Desk: For an IT person who might be responsible for managing a number of different systems and the access to those systems, you want a Dashboard that tells you who is in policyIQ, how often, with what security – and you probably need to know how large your database is in order to manage its size.

  • Administrative Overview – this item will allow you to keep track of how many users you have and how large your site is, both in terms of number of items and megabytes.
  • Chart: Login Trends by Month – to track how often users are logging in and to determine which are your “busy” months through the trend analysis.
  • Chart: Advanced User Roles – keep an eye on how many Site Administrators, Project Managers or Group Administrators you have so that you limit permissions as necessary.

Again we are sincerely sorry for any inconvenience of having to reset your policyIQ Dashboard and select your items, but we hope we’ve given you an opportunity to get a fresh look at what is offered and what makes the most sense for you.

If you need any assistance or if you’d like to discuss the best options for you, please do not hesitate to contact us at support@policyIQ.com.

This entry was posted in Features by Chris Burd. Bookmark the permalink.

About Chris Burd

Chris is the Managing Director of the policyIQ group at RGP. She gets geeky about compliance and technology, and gets to spend every day working at the crossroads of the two. With policyIQ since 2005, Chris has worked with hundreds of policyIQ clients to implement technology and enhance their internal compliance environment. In the past few years, she's focused on enhancing policyIQ's offering as a Conflict Minerals and Anti-Corruption tool. In past lives, Chris worked as a system implementation consultant, a e-commerce specialist, a customer service call center manager, and - for one short but memorable summer during high school - a machine operator on midnight shift in a plastics factory. In her free time, she spoils her nieces, volunteers at her local food bank, and spends more time than she should taking photos of her cats. She would like to be a rock star when she grows up.

One thought on “When life hands you lemons, revisit your policyIQ Dashboard!

  1. Pingback: My oven is not scary. Neither is your policyIQ Dashboard. | policyIQ Blog

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