Set your new policyIQ users on the path to success!

You can better ensure consistency and continuity in your organization’s policyIQ-related business by

  • effectively handing off work in cases of personnel transition and 
  • providing complete (without overwhelming) training and support to set your new users off on the right foot.

One of the keys to effectively handing off work lies in capturing necessary documentation of activities and tasks that are then easy to find and easy to follow—clear,  up to date and relevant. This is a great setup for a whole different blog post on another day (maybe later this month!).

What I want to bring you today is a tip for on-boarding new staff members to the content and responsibilities that they might have in policyIQ. We have tools that can help you to get them off to a good start!

Have you explored the materials available to you within your online Help’s Training section?


There’s a lot of great stuff out there—written guidance, PowerPoint slides, videos…perhaps you also have a training manual specific to your organization.

To help your new employees get a jump start on their policyIQ responsibilities, we recommend beginning with the Help page titled “Version 6 Training Recommendations by User Type”.

And to those of you who are responsible for bringing folks on board, we recommend that you focus on “Trainers’ Checklist and Tools”.

If you do just one thing to point your new users in the vicinity of policyIQ success, make it be an email or call (1-866-753-1231) to the policyIQ Support Team—we’ll take it from there!



This entry was posted in Training by Stephenie Buehrle. Bookmark the permalink.

About Stephenie Buehrle

Stephenie is the “solutions” expert on the policyIQ team. With RGP since 2004, she designs and develops solutions that capitalize on the best practices of the hundreds of companies that she has touched, while tailoring each configuration to meet the unique needs of each client. Before joining RGP and the policyIQ team, Stephenie enjoyed working as an independent consultant in the non-profit sector. Stephenie also previously performed analyst services for a major brewer ranging from roles in biological and chemical services to analytical roles in business process improvement and innovation. Stephenie quips that she still doesn’t know what she wants to be when she grows up, but hopes to spend her days helping others (companies, individuals, and communities) to realize their full potential.

1 thought on “Set your new policyIQ users on the path to success!

  1. Pingback: Get new folks “on-board” with policyIQ! | policyIQ Blog

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