Time and Expense Tracking, Support for Offline Work, Scheduled Reports and more in version 7.4!

The policyIQ team is incredibly excited to announce the release of version 7.4! The first wave of client upgrades will be taking place on February 1st and we can’t wait to get your feedback.

Version 7.4 just might be the best collection of new features to date, with entirely new areas of functionality, huge improvements in the functionality you use every day, and small adjustments to make your life easier.

Here are some highlights:

  • Time and Expense Tracking

Audit and project managers will love this new feature that allows you to establish a project, assign tasks, and keep track of the time and expenses associated with the work. Know immediately when tasks are overdue or your project is over budget.  (Check out this short 6 minute video to show you this amazing new feature!)


  • Keep the Last Published Version Available While Editing

Particularly helpful for clients utilizing policyIQ for Policy Management, you can now keep the last version available while you edit and get approvals on your updates.

  • Schedule Reports to be Sent to Email

Can we automate reports to be run and sent out on a weekly or monthly basis?” YES!  You can schedule any report and have the results sent to any number of email addresses or policyIQ users.

  • Update Content via Import from Excel, Allowing Offline Work

We know that sometimes you have users who need to work on something offline – or need to be able to make massive changes quickly. policyIQ has always allowed you to export your data into Microsoft Excel format, and now you can re-import that data after making your changes. Work from the airplane and update your content when you land!

  • So. Much. More.

Read our Release Notes and Participate in Live Webinar Training!

74releasenotesThere are more features and more detail provided in our policyIQ version 7.4 Release Notes. We are also offering a live webinar to review all of the new features on Thursday, February 5th at Noon ET / 9 AM PT.  Register for the webinar today!  (Feel free to check out the recording of the webinar from February 5th, 2015.)

If you already know that you want to be included in the first wave of client upgrades, let us know! We do intend to upgrade all clients by the end of February.

This entry was posted in Features, 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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