Featured Feature: We want to Advance your Search

Sometimes I wish that policyIQ came with an audio track.  Perhaps James Earl Jones could occasionally remind users about the great features that they skip right past.

“Hello Jane. I noticed that you do not have any saved Advanced Searches. Can I help you create one today?”

How awesome would that be?  It is really hard to ignore James Earl Jones – and who would want to?

Sadly, policyIQ does not have an audio track.  Or a contract with James Earl Jones.  We do have an Advanced Search feature that allows you to personalize your policyIQ experience – and we’d like to show you how to take advantage of it!

 Why “Advance” your “Search”?

Advanced Search is essentially a simpler version of policyIQ Reports – available to both Advanced and Standard Users.  What makes it different from simple Search?

    • Save your search, so that you can run the same search again and retrieve real-time results! Saved Advanced Searches appear in the left navigation of each module.
    • Wide range of filter options!
      Filter by specific field values, folders, security permissions, change history and much more.
    • Choose what detail you see!
      You choose the columns that you want to see in the results, giving you more flexibility to see additional detail.

Because you can create your own filters, customize the level of detail and then save the Advanced Search to appear in your left navigation – you have the power to create an entirely customized navigation in policyIQ.

Want some ideas?  Check out this earlier blog post for more suggestions on how to utilize Advanced Search in your role.

This entry was posted in Features by Chris Burd. Bookmark the permalink.

About Chris Burd

Chris is the Vice President of the policyIQ group at RGP. She gets geeky about compliance and technology, and gets to spend every day working at the crossroads of the two. With policyIQ since 2005, Chris has worked with hundreds of policyIQ clients to implement technology and enhance their internal compliance environment. In past lives, Chris worked as a system implementation consultant, a e-commerce specialist, a customer service call center manager, and - for one short but memorable summer during high school - a machine operator on midnight shift in a plastics factory. In her free time, she spoils her nieces, reads too many books, and spends more time than she should taking photos of her cats. She's on a mission to visit the hometown of every US President - so far managing to get to 14. She would like to be a rock star when she grows up.

1 thought on “Featured Feature: We want to Advance your Search

  1. Pingback: Combine Search with Table Filters to focus on critical content | policyIQ Blog

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