Featured Feature: Bulk Changes in policyIQ

It’s human nature…we figure out the steps required to complete our work and then re-perform those same steps again and again. It is rarer for people to regularly explore alternate and improved means to accomplish their routine tasks. If this sounds familiar to you, we are here to help. We will regularly make a point to highlight a feature that you might not be aware of and let you know how it may be useful.

This time around, we want to be sure that you know that you can make changes in bulk.  Any place where you see a list of policyIQ items in the table (Items within a Folder, Report results, Items in your “Checked Out To Me” list, etc.), you can highlight multiple items and choose appropriate options from the toolbar above. These might be tasks like:

  • Assign all Tests within a particular folder to a tester at once

  • Change or update a field that many Pages have in common at once (like a Status field or Owner field, for example)

  • Index several items at once into a specific Folder.

For more information and examples, check out these resources:

Keep an eye out for “Featured Features” in our monthly policyIQ Newsletter.

Is there a feature that you recently discovered that is a life saver–or at least a time saver–for you? Add a Comment below to share it with others!

This entry was posted in Features 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.

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