Sneak Peek at our next release, version 6.6

Version 6.6 of policyIQ is on its way and we just know you’re chomping at the bit to see what’s in it! With that in mind, we wanted to give you a sneak peek of the coming release.

Custom Views using Advanced Searches

This new feature is going to let you define the different views you have in various modules. An Advanced Search menu item will appear in the left hand navigation of the Home, Create And Edit, Approve and Setup modules. You’ll be able to create Advanced Searches that give you a custom view of data, and then save these Advanced Searches for quick access.


Do you perform SOX testing in a specific business area?

Use this feature to create an Advanced Search in Create And Edit that lists all Test Pages in a specific Process Folder, with columns that display the Testing Status, Sample Size and other relevant details.

Would you like to have a quick view of all newly published Content?

Create an Advanced Search in Home that lists all Content published in the last 30 days, and includes the published date and the publish reason.

New Approval Options

We’re introducing functionality that will let you specify what happens when a Page is published by an Approver, or when a Form is Submitted by an Approver. In both scenarios, you may want to skip the automatic approval process and allow different Approvers to review the item. Our new approval options are going to give you this flexibility.

It’s also going to be possible now to run Form Templates with no Approvers. This is going to let you have submitted Forms go directly to the Approved stage without requiring a review process.

Lots of Reporting Enhancements!

There are a number of reporting improvements in this release, including greater accessibility for Form Reports, new filter and column options, and some very nice stylistic enhancements to the column selection process. Oh, and we’ll be introducing four new Standard reports!

Dashboard Enhancements too

You’ll notice a few nice improvements for your dashboard too, including the ability to add this policyIQ Blog to your Dashboard, and a breakdown of Active vs. Deleted Pages in the Administrative Overview section.


There are more changes included in the release, but we’ll save those for the release notes! Be sure to keep an eye on this blog for the release announcement and a link to the full release notes document.

This entry was posted in Releases by Stacey Zearott. Bookmark the permalink.

About Stacey Zearott

Stacey is the Client Success Manager for policyIQ. She has a very strong background in sales and operations with over 20 years in the communications sales industry. Not only does she bring this knowledge and background to the team, but a love of theatre, fun hair and just the need for a daily dose of laughter.

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