I hope that you’ll be joining us for our CPE session on Thursday, April 21st, where we’ll focus on the automation of your 302 Quarterly Certification Process using policyIQ! This process utilizes policyIQ’s Forms Management functionality and employs a number of related features to save organizations a significant amount of time, money, and heartburn associated with the manual management of the process.
A great policyIQ feature to expedite your certification process!
One of the headaches associated with the process is gathering responses to certifications and identifying those that may require follow-up. Rather than literally leafing through all responses and looking for negative responses, in policyIQ, one can use report filters and Common Fields to arrive quickly and confidently at the narrowed down list of individuals who responded that they “disagree” with a certification or who responded with comments.
We introduced common fields several years ago, now, but you might have worked through the setup of your forms without noticing the option or recognizing the benefits. If you want a reminder of how they work, refresh your memory by taking a look back at our blog post on Common Fields that we posted last year.
“See you” in training on Thursday! (If you can’t make it, but would like to bounce some ideas off of someone regarding the automation of your 302 process, shoot us a message and we’ll set up some time to work through it with you!)