6.7.7 Patch Release Feature Highlights

Our development team has recently released a new patch release for version 6.7 into production.  Included in this patch release are two seemingly minor features that could have a significant impact on your everyday usage of policyIQ.

Read Only Account Type “Change Password” Feature

Previously, only Standard and Advanced User Types in policyIQ had the ability to customize and change their password after creation.  This ability has been extended to Read Only users as well, as more and more clients are using these accounts for specific users (such as an External Auditor).

To enable a Read Only user to change their password, use a new checkbox called “Can Change Password?” that appears when adding or editing a Read Only user.  When this setting has been checked, a Read Only user will be able to change their password upon initial login, after a password reset, or via the “Change Profile” window.


Form Approver E-mail Option

Since version 6.6 Form Templates could have multiple approvals required in order for a Form to enter Approved status (i.e. the “All” approval designation on the Form Template).  However, a Form Approver was only able to send an e-mail to the submitting user, and what had been missing was the ability for this Approver to e-mail the next Approver in line during the “All” approval process.

In this recent patch release for version 6.7, we’ve adjusted the Form Approval window when additional approval is required.  When an Approver chooses to notify the next Approver(s) in line, they’ll be provided with an option to send an e-mail notification with a custom message.  The option to e-mail the submitting user now appears only when the approval type is “Any” on the Form Template, or when the final approval is being made on an “All” approval Form Template.


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

About Stacey Zearott

Stacey is the Client Success Manager for policyIQ. She has a very strong background in sales and operations with over 20 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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