The policyIQ Version 7 Experience: Rock Star Training


In last Thursday’s training webinar, the policyIQ team aimed to create new policyIQ rock stars.  With the release of version 7, there are a number of changes designed to allow you to manage your daily workload more efficiently, help infrequent users access policyIQ with less hassle or confusion, and save site administrators time on regular maintenance tasks.

One of our objectives in our training session was to help you communicate these great new features with all of the policyIQ users in your organization.  We know that you, our audience for our training sessions and blog posts, are typically the ones your colleagues rely on to pass along policyIQ tips and hints.  And every time you pass along a new tip, you elevate just a little higher to that “rock star” status.


We enjoyed this extremely interactive session – and thank all of the participants for sharing their questions, comments and experiences.  In return, we want to help you pass along your lessons as quickly and easily as possible.  Right-click and save any of the individual graphics below – and insert them into an email to your policyIQ users after you have upgraded to version 7!

Did you miss the session?  Click here to access the recording and “experience” it for yourself.

policyIQ version 7 is easier to access – particularly for those “infrequent” users

We know that in many organizations, you have users accessing policyIQ only a few times a year for sign-offs or questionnaires.  Managing infrequent users has its own unique challenges – as you want to make it as easy as possible for those users to get into policyIQ.

Share some of these great new features of policyIQ version 7 when you release your next round of sign-offs – and feel free to take credit (as it is due to clients like you!) for these improvements!

policyIQ is now cross-browser compatible:


AND you can complete things like forms (certifications, questionnaires, sign-offs) via your iPad (and many other tablets).  Page editors can even update and save changes to pages, assuming that they are already checked out to them.


And if your users struggle to remember their log-in details, they can reset their password and have it sent to them, simply by using their email address or their policyIQ user name.  (We should note that this feature is not available for our clients using any single sign-on or active directory integration.)


Create, Edit and Review Documentation More Efficiently

For users who are in policyIQ every day updating documentation, version 7 offers some great tools to increase efficiency.

Now you can use the Search function to search for Reports – without having to remember what category the report is in or have it saved as a favorite!


Most users already know that they can create custom reports – but now they can create a broad report and use the filters that appear on every column heading in the results table to narrow down the report results.


And if you need to add a new page – such as adding a Deficiency page when a Test has failed – you can add the new item directly from the report results table toolbar!  No need to switch to a new module or go to a different place within the application.


Maintenance of policyIQ Made Simple(r) 

There almost always one person within your organization who is tasked with keeping policyIQ clean – making sure content is updated, getting rid of any abandoned or old content, and helping other users remember how to make their necessary updates.  Chances are good that if you are reading this blog post, that person is you.

We removed modules from policyIQ for good!  No more explaining to users that they have to move to the Create And Edit module to make changes to their content.  Just direct them to the folders or to Search – and set them on their way!

Standard Reports are those reports (currently 12 of them) that are already created and available to all policyIQ administrators.  The reports are designed to help Site Administrators manage the site’s content and users more effectively. standardreports

In the training session, we specifically explored the All Active (Non-Deleted) Pages… report – and utilized those filters in the column headings to narrow down a couple of sets of potential “troubled” content:

– Published pages that are not indexed into Folders (Filter for “Published” in the Stage column and sort on the Folder column)

– Draft pages that have not been updated recently (Filter for “Check” in the Stage column and sort on the Last Edited column)

We also took a look at the User List report and sorted by Last Login Date.  Deleting old user accounts will free up licenses for new users!

And don’t forget about Deleted Content.  Site Adminsitrators are the only users who can Permanently Delete content – so you may want to add a periodic review of those items to your maintenance schedule.  Here’s a quick image you can use to remind your policyIQ users that they should check for any content they don’t want to be permanently purged!


 *whew* That was a lot to cover.

There were a lot of tips and hints exchanged in last week’s training class – and we hope that we’ve been able to help you communicate those lessons!  If you attended the training session and came away with new ideas, please share those in the comments.

If you have questions about anything we discussed or anything above, please don’t hesitate to contact us!

This entry was posted in Features, Solutions, Training 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.

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