Version 6.7 of policyIQ is just around the corner and we’re excited to offer you a sneak peek of what you can expect. As you know, all of the features we introduce in our product updates are determined by the feedback we get from YOU! So keep your recommendations and requests coming!
This latest release contains some really helpful features, and we bet you’ll see something here that interests you.
Custom Alerts: Send notifications on your own terms!
One of our more frequently requested enhancements is the ability to generate custom alerts based on “things” happening on your policyIQ Pages. And our users want the flexibility to be able to define what those “things” are. Some examples would be reaching a specified date (such as a Contract nearing a renewal date), a user selecting a particular value from a dropdown (such as a tester selecting a Failed status), or a change in a workflow Stage (such as a Corporate Policy being published). We’re very pleased to let you know that this new feature will let you introduce this functionality into your policyIQ process. Let us share a few examples of how you can immediately take advantage of this new functionality.
Alert Process Owner of a Failed Test
Let’s say you’re involved in a compliance effort that includes the testing of Control Pages. When your testers test a Control, they create a Test Page to document the results. Would you like to notify a manager or process owner when a Test fails? This new feature will allow you to do that. You’ll specify whether the Alert should take the form of an email to a selected recipient (even individuals who don’t have access to policyIQ), or a notification on a selected user’s Dashboard. When the Test Page is published with a Status equal to “Failed,” policyIQ will generate that Alert.
(While we’re sure you’ll agree that the above image is cool, don’t forget that 6.7 isn’t finalized yet, so this can be considered a prototype!)
Alert Contract Owners of Upcoming Milestone Dates
One more quick example of how you could start using this feature right away : Let’s say you’re managing your contracts in policyIQ and you want to ensure that the contract owners are reviewing their contracts on certain milestone dates, such as a certain number of days before the expiration date. You can use the new Custom Alerts feature to generate emails that will be sent to your contract owners when a milestone is reached. Any given field can have multiple alerts going to multiple individuals, even with different alert messages! Trigger all of your necessary alerts from your Contract End Date – with different alerts for 30, 60 or 90 days prior. Set up email notifications to go out to the Contract Owner, Legal Department or Procurement Director – all from a single field on your Contract page!
Check out to others (any others!)
If you’ve ever wanted to check a Page out to another user who wasn’t already an Administrator or Editor on that Page, you’re going to appreciate this new feature. You’ll now be able to check a Page out to any other Advanced User is in your policyIQ site without needing to first give them local rights to the Page. Simply click on the new Lookup button on the Checkout to others window and select the desired user. Once you’ve done that, the user will be added as an Editor on the Page and the Page will be checked out to them. Check it out!
Create Report Categories that are available to all users
Do you use Report Categories to organize your reports? Are you a Site Administrator who has been frustrated because you can’t set up a category that all of your users can use? If so, you aren’t alone. Many of you have told us that being able to set up Report Categories site-wide would make your lives much easier.
Starting in version 6.7, Site Administrator level users (or users with similar custom Roles) will be able to create a Report Category and designate the Category as “site-wide.” Those Categories will appear in the left hand navigation of the Reports module for all users.
Don’t worry – custom user-level Categories are also still available! Any Report can be indexed into multiple Categories , whether they are user-specific or site-wide. Your existing Categories won’t change, but now you can update them to share with others, if desired.
There are more features included in version 6.7 which will be discussed more fully in the release notes, including the following:
- Searches include Forms
- Common Report Categories across the site
- Send email notification to new users after User Import
- Bulk change Folders and Viewers on Form List Templates
We hope you’ve enjoyed this early preview of policyIQ version 6.7. Keep your eyes out for the full release notes coming in the near future!