Did you know that you can link your Form Templates in policyIQ to Pages that you have captured in policyIQ? Why is that great news? With this capability, you can gather certifications, sign-offs, approvals, and opinions from your audience and rest assured that they have access to the information that they need to make an informed choice. Some examples where you may wish to link the template of your Form or questionnaire to another policyIQ page include:
- Sign-off forms can be linked to the annual corporate policies
- Certification forms can be linked to specifications
- Sign-off forms can be linked to training materials
- Certifications can be linked to Control procedures
- Surveys can be linked to processes for consideration
Really, the possibilities are limited only by your imagination.
To link a Form Template to a policyIQ Page, open the properties window (Edit Form Template) and navigate to the Attachments/Links tab. Choose “New Link” to identify and select the items that you’d like to have linked to your forms.
Another very helpful and related feature is the “Display in Form” option. Providing a link to relative content is nice, but placing it directly in their view when they open the form to provide their sign-off better ensures that they will actually see and review the content. The “Display in Form” option is in the same place…in the Attachments/Links tab. After linking to the appropriate Page(s), check the box next to the page and then click the “Display in Form” button.
This example will give you an idea of how a policy sign-off would be displayed if you select this option: