Now easier than ever to delegate work to someone else. You’re welcome.

About a month ago, we reminded you in this blog about a little used Page Security property called Editors.  Editors serve a unique function as users to whom a Page might be assigned, but who are not able to finalize and publish the Page.  This distinction from their Administrator counterparts, gives you the ability to build in three levels of workflow for your content: Editors (to create and edit the item), Administrators (to review, Publish and Send for Approval) and Approvers (to take one final look at Approve and Publish).

We want to encourage more of you to consider this type of process – to better delegate and distribute responsibility for content updates.  (Really – shouldn’t your Control Owners be making those updates to Controls?  Don’t you want the front line staff to document the Procedures they use every day?)  We found that many organizations who have wanted to build in these levels of responsibilities were struggling when it came to checking out the pages to the right users.  The people to whom they wanted to assign the Page weren’t in the list of options.  What was happening?  Why is it so difficult?

Let’s make it easier to Check Out Pages to new people.

In version 6.6, if you want to check a page out to a user, he must already be listed among the Administrators or Editors that has access to that page.  To do that, you as the Administrator of the Page must go to the Page Security tab, seach and add the user or his Group, and save the Page.  Then you can check it out to your new Editor.

coto_selectIn our new version 6.7, we’re going to save you some steps and, just maybe, some headaches.

Go to the Check Out to Others function.  If your user is not already one of the Administrators or Editors, that’s okay – you can add him using the Select User icon right from this same window.  The user selected will be added as an Editor, and the Page will be checked out to him.  Easy peasy.

We haven’t taken away the cool little drop down option, either.  If your users are already set up in your Page Security, the drop down list will display all of the individuals who can edit or can administer the page so that you can easily pick the right one.

Ready to start using Editors?  Want to learn more about version 6.7?  Just really like chatting with the policyIQ support team?  Send us an email and let us know how we can help to support your organization and your policyIQ implementation.

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

About Chris Burd

Chris is the Vice President 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 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, reads too many books, and spends more time than she should taking photos of her cats. She's on a mission to visit the hometown of every US President - so far managing to get to 14. She would like to be a rock star when she grows up.

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