Streamline and automate communication–start with these four features

As we’re working through our everyday processes and “to do’s”, we are constantly reaching out to others and trying to keep track of next steps. The follow policyIQ features could be huge time savers and they’re really easy to implement!

Automatic Email Notifications

Take advantage of the system feature that notifies users when they have content expiring, pages to read, or forms to complete. Contact if you’re interested in having this feature enabled.

Workflow Notification Options

The next time that you’re delegating content updates to someone else (Checkout to Others), sending something to an Approver (Publish), or approving content, pause to notice that you have options to notify others of the change in workflow, as well as options to customize your email message. Basically, if content is changing hands, you are presented with options to send system generated emails to your stakeholders.

Forms – Email Reminder

Collecting an inventory of responses and tracking down those who haven’t yet responded to you forms or questionnaires (such as 302 certifications, policy sign-offs, and account reconciliations) can be so tedious and time consuming. These mundane tasks are made much easier and remedied more quickly using policyIQ Forms. Review your issued forms in Activities where you not only have instant access to the “inventory” of who has responded and those responses that are still outstanding, you can also send an email reminder to those with outstanding Forms with just a few clicks!

Pages – Custom Alerts

Have you clicked on the Alerts tab in your Pages yet? We tend to do what we’ve always done or to do only what’s necessary without exploring auxiliary services. If you have a friend who might fit one of these descriptions, perhaps you could help him to work more efficiently by showing him that he can manage projects, processes and initiatives with the help of policyIQ’s Custom Alerts.

There’s an almost infinite combination of options for using this feature to streamline communications—hence, the name “Custom” Alerts.

Check out the info that we’ve published previously regarding Custom Alerts.


This entry was posted in Features, Training 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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