Are you having trouble accessing pages or updating fields in policyIQ? Do you make a change only to find that the selection you made is not saved or you choose the “Save” option and see a perpetual “Processing” screen? Frustrating, huh?

The good news is that there is likely an easy fix and you’ll be off to the races in no time.

Read further to learn how you can adjust your browser settings to optimize your policyIQ experience (and pass it on—tell other policyIQ users and make it a standing practice when new people join the organization or are added as policyIQ users).

Here’s what we want you to do: follow our recommended steps for checking and, if need be, updating your browser settings. After making changes to your browser settings, log off of policyIQ, log back in and go back to working on the items that you were addressing before. The majority of the time, these browser changes will solve the problem. Of course, if you’re still experiencing difficulties, we want to hear from you and to help you to troubleshoot.

Add policyIQ as a Trusted Site

1. Open Internet Explorer.
2. On the “Tools” menu, click “Internet Options”.
3. When the Internet Options dialog window appears, click the “Security” tab at the top.
4. On the Security tab, click on the “Trusted Sites” icon and then click the “sites” button.
5. When the Trusted sites window appears, type  “*.policyiq.com” (excluding the double quotes) in the “Add this web site to the zone” field.  At the bottom of the screen, remove the check mark from “Require Server Verification…” Then click the “Add” button.
6. Click the “Ok” button to close the Trusted Sites window.
7. Click the “Ok” button to close the Internet Options window.

Automatically check for newer version of stored pages

1. Open Internet Explorer.
2. On the “Tools” menu, click “Internet Options”.
3. On the “General” tab, click on the “Settings” button within the “Browsing history” section (Note for IE6, this section will be labeled Temporary Internet files).
4. If “Automatically” is not selected, then select this option and click on OK.

Enable Status Bar

The last thing to do would be to enable a status bar to show up on pages while you view / edit them, this will let you know if the page is loading with an error or not.

1. In the Internet Options window, click on the Security tab.
2. Click on the Trusted Sites with the check mark to highlight it.
3. Near the bottom of the window click on the Custom Level… button.
4. In the Security Settings window, scroll about half way down and “Disable” the Allow websites to open windows without address or status bars and then click on ok on both windows to close them out.

Again, we hope that you will pass on these browser basics to your colleagues. Please don’t hesitate to get in touch with us about any odd experience that you have in policyIQ–we aim to uphold our reputation for being very responsive and for working hard to help you resolve any issue that you may be experiencing.