Delegate to get things done, but retain control with these “Check Out to Others” tips!

You have a LOT going on, and there are only so many hours in your day. But of course, more work piles up on your desk – and you need to get all of your department’s policies and procedures updated and reviewed in policyIQ by the end of the summer.  How are you going to get everything done?

DELEGATE!

If you are managing a project to update all of your departmental content, you have probably been given Administrator permissions on the relevant pages. (If you haven’t, you may need to check with a Site Administrator to be sure you have the permissions you need!) But just because you are the Administrator doesn’t mean you have to do all of the work. Check pages out to members of your team – those individuals who are best suited to update a specific policy or procedure.

But you ARE the Administrator – and you need to ensure that the project gets finished – so you want to retain some measure of control over the process.  Did you know that, as the Page Administrator, you can check a Page out to a user and then have that Page automatically checked back out to you once they’ve made their edits? This allows you to delegate the editorial responsibility, while allowing you to maintain control over the next step of the review process.

Here’s how!

In Create & Edit, you would select the policy from one of the relevant menus (Checked Out To Me, Available For Check Out, etc.). Then from the Check In/Out menu on the Toolbar, you would select the option Check Out to Others.

check_out_menu

The Check Out To Others window opens, and you’ll notice the Checkout To dropdown. Click on the down arrow and you’ll see a list of all the people to whom you could check out the Page (the other Page Administrators and the page Editors). Select the user that you would like to update the Page. Below that, you’ll see the option, “When this user is ready to check this item back in, automatically check the page back out to me for my review.” Check that checkbox and the Page will checked back out to you automatically when the user checks it back in.

check_out_to_others

This feature will come in handy when you’re managing a large number of Pages. Instead of needing to remember to circle back around on a Page, you can use this feature to make sure it’s checked directly back out to you.

Your policyIQ Account Manager can share even more timesaving tips with you. Send us an email at support@policyIQ.com, and let us know what areas of your process you wish were more efficient!

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

About Stacey Zearott

Stacey is the Operations & Sales Coordinator for policyIQ. She is coming up on her 1 year anniversary with the company. She has a very strong background in sales and operations with 15 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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