Calculations, Repeat Reminders and more – Coming in 7.2!

With less than a handful of policyIQ clients still to upgrade to version 7, our team has been charging ahead with continued enhancements and new features.  Many of you might not have noticed the release of version 7.1, as the changes primarily impacted only those clients who are using policyIQ for Conflict Minerals Compliance.  However, in a few weeks, we’ll be releasing version 7.2 – with enhancements to benefit every company and every implementation.

policyIQ is now set to “do math” with Calculated Fields

We know that many policyIQ users would like to be able to have a simple calculation within a field in policyIQ.  We most frequently hear the request when talking to our clients about risk assessment processes in policyIQ.  There are a number of risk factors that get pulled together into a final assessment – often as a weighted average of the different factors.

During training sessions and demonstrations, we’ve found ourselves having to say that “policyIQ doesn’t do math”.  We’re thrilled to announce that we’ll be retiring that phrase in just a few short weeks.

In version 7.2, template administrators will be able to add a “Calculated Field” as a new field type.  (In fact, your calculated field can be a whole number, decimal number or currency value.)  The calculation is based on a formula made up of the Whole Number, Decimal Number or Currency fields on your template.


The value in the calculated field will update every time the page is saved with new information.  That includes changes that are saved directly on the Edit Page window, or changes saved through bulk updates or import.

Send out repeat email reminders (with HTML formatting) on unanswered Forms with just one action

When you issue a quarterly certification questionnaire, how many times do you need to remind your audience before all responses are submitted?  For most processes, the answer is more than once.

policyIQ is now designed to make those reminders easier.  For any Form Bundle, you can establish automated reminders – with customized HTML messages – to go out to anyone with Open Forms on a regular schedule.  You can choose which day of the week to send them, and choose weekly, bi-weekly, monthly or more.  Messages will go only to those with open forms, so you can let the reminder process run itself.


Copy a Role for easier security configuration changes

Roles are a security staple in policyIQ, creating the underlying rule set for what functionality is available to a user when he/she logs in.  Most of our policyIQ clients choose not to update the standard Roles provided – and in policyIQ version 7.2, we are going to make those standard Roles fixed and uneditable.

For those with non-standard needs, however – Roles are still customizable.  Now you can simply copy one of the provided Roles and make those minor adjustments to create a new Role.

This entry was posted in Releases 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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