Track Subject Matter Experts (Auditors, and the like) in policyIQ

Are you managing a number of auditors and working to track all of your resources so that you can more efficiently assign tests to the appropriate tester? What tool are you using to keep track of your auditors? Generally speaking, I look for opportunities to move the work that I’m tracking in the two dimensional world of Excel, Word or Email into a database like policyIQ. By moving this content into the database, I can not only easily report on all auditors that fit a certain criteria or profile, but I can also see whether I have them fully utilized and when they will become available.

Remember that you can customize Templates, Fields, Folders, Groups and so on in policyIQ and you can link pages to one another. One way that a client has used this flexibility to their advantage is by creating a “Subject Matter Expert” Template with fields that allow them to track the areas of expertise that their auditors have, as well as other fields that help them to know when the appropriate resources will be available. Here is a sample of a Page Template for tracking your Subject Matter Experts in policyIQ:


Remember that all of the fields are customizable—you can amend any of the fields that you see, add additional choices, change the type of field, rearrange, and so on.

Your SME pages can be linked to test pages as each SME is assigned. This will allow you to run a report on tests with associated SMEs (Detail Link Report) so that you can visually see who is deployed.

Another method that our clients have employed is the addition of Hours Budgeted and Actual Hours fields directly on the Test pages. The combination of these Templates and Fields can help the administrators of the audit process to better oversee and manage resources while in the thick of testing and can help with budgeting and managing costs.

Have you taken advantage of the flexibility of policyIQ in a related way? What suggestions would you share with other users on how to better track resources or other key attributes? Let us know in “Comments” or email the policyIQ team directly—we’ll spread the word!

This entry was posted in Best Practices and tagged , , , , 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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