policyIQ version 7.5 is just about ready to roll and we want to give you a sneak peek into what you expect! Expect to see communication coming out in the next few weeks alerting you to your organizations roll-out date, with full release notes posted on our policyIQ log-in page coming soon!
Project Management Reporting for Time & Expense Module
Version 7.4 introduced the ability to track projects in policyIQ, including budgeted and actual time and expenses. In version 7.5, we’re taking the feedback from this initial release and expanding on the reporting capabilities. A new type of report will be available in the Reports module for Time and Expenses, with options for…
- Project Detail Reports
- Task Detail Reports
- Time/Expense Detail Reports
If you have been waiting to check out the Time & Expense module, what are you waiting for? You can track small team projects – or use the functionality to assign tasks across the organization for larger initiatives. Contact us for more information!
More Streamlined User Management and Group Reorganization
We have made it easier than ever before to manage users or to reorganize groups in policyIQ. In version 7.5, administrators can now move multiple users into or out of groups in bulk – and into or out of more than one group at a time.
Quicker Folder Creation and Editing Options
When copying or editing a folder in version 7.5, you will be able to also choose to move that folder into a new location in the hierarchy within the same window! For users who are reorganizing, updating security and changing folder names, this will streamline the process into few steps.
Improved Forms Reporting for Multi-Line and Short Text Fields
Multi-line text fields were recently added to policyIQ, giving administrators another option to add to the layout of forms and pages. In version 7.5, we’ve included these fields – along with the simple Short Text fields – into the report’s “Common Fields” filters.
If you aren’t familiar with Common Fields, the field types that are included allow a report to be created looking for values across form responses that exist in all fields using those field types. For example, you can now report on any form response where any Multi-Line text field is “NOT BLANK”. This allows you to pull up a report of all forms where the respondents may have provided valuable information in a comments or notes field.
Internet Explorer version 8 is no longer supported
It is important to note that one other change that is coming with policyIQ version 7.5 is the discontinuation of support for Internet Explorer version 8. This version of IE is no longer supported by Microsoft, and as such, the technology that we use to bring you policyIQ can no longer be supported on this browser.
If you have questions about any of the upcoming features in version 7.5, please reach out to us! We’re looking forward to even more exciting features coming in version 7.6 that will fundamentally shift the way that you use policyIQ workflow, allowing for multiple levels of approvals in a linear and targeted capacity!