Cheat Sheets and Checklists – Delivered as requested!

yay-2981793In 2012, we conducted a client survey to gauge the needs and preferences of our clients.  Among many other topics, we asked policyIQ users what type of training materials they were most interested in having available.  We were surprised to discover that many of you were jonesing for more written materials – tip sheets, checklists or written procedures.

In the eternal words of the farmboy Wesley to his beloved Princess Buttercup, “As you wish.”

With the roll-out of version 7, we took that feedback very seriously and focused our efforts on creating a series of policyIQ cheat sheets and checklists.  As of today, there are eight such documents ready for you and your users, with more planned in the coming months.

You have taken a look at the new and improved Help Guide, right?

If you have not yet taken a look at Help in policyIQ version, you should check that out now.  It is available, as it always has been, in the upper right corner of your policyIQ application.

HelpWithin the online Help Guide, you’ll find written instructions on all aspects of the application, guidance on using policyIQ in specific ways, as well as Training Tools.  Here in the Help Guide, you’ll find a folder of all of the new Cheat Sheets and Checklists.  (Take a moment to check out the other materials, as well, including a training PowerPoint presentation that can be customized for your organization!)


The following tools are available:

Great for Standard Users!  (or Everyone!)

  • Basic Navigation
  • Locate and Submit a Form

Help Content Creators / Owners Manage Pages

  • Add – Edit Page
  • policyIQ Reporting

Not Sure How or Why to Use WhistleBlower?

  • WhistleBlower

Site Administrators Take Note!

  • Initial Configuration
  • Importing Content

Transitioning from Version 5.7?

  • Version 5.7 – Version 7 Terminology

Is there a specific topic that you’d like to see covered?  Let us know and we’ll do our best to get your cheat sheet developed!

This entry was posted in Training and tagged , , , 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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