Clients that are looking to use a GRC product like policyIQ are often intimidated by the typically long process of uploading all of their data to the software. policyIQ helps make this process easier by allowing users with the appropriate permissions to mass upload data to policyIQ pages. While organizing your own data is often a tedious process, the end result is a pain-free upload to policyIQ. Here’s how you can get started.
- Decide what kind of page or data you’d like to create in bulk, and create a Page Template for it
For many, this first step can be the most challenging. It’s one thing to say, “We’d like to capture Control documentation in policyIQ.” It’s another to have a very clear understanding of what types of data you want to capture, the order you’d like them to be in, and many other aspects of the data gathering process. Having a clear vision for what you’d like to capture makes the rest of the data import process that much easier.
- Where will your new pages of data sit?
Content in policyIQ sits in a folder structure much like any other PC or disk drive you might store electronic files in. Many clients choose to store files in folders that are organized by department name, division, geographical location, or other such easy to understand structure. Each client and company are unique, so decide what is going to make the most sense for your users.
- Who is going to have access to these newly created pages?
We always suggest using the import process to “fill out” as many aspects of your new pages as possible, including security. Yes, even security measures can be included in your spreadsheet, with page-by-page adjustments possible. While you may not have the exact individual user accounts created prior to conducting the import, you certainly can and should create the groups. Perhaps a group called “Policy Administrators” will have administrative rights to all new policy pages. This group can be added to page security via import, and the have the users added to the group at a later, more convenient time.
- Comb through and organize your data in the spreadsheet
Massaging your data can be a tedious process-but making sure you have the right data associated with the right page is essential. Take your time making sure that your data is in the right place.
With just a few clicks, begin the Import process in policyIQ! Hundreds or even thousands of pages can be created in just minutes. Refresh the table to check the import progress, or go grab a cup of coffee. By the time you return, you can refresh the site to find all of your newly created pages neatly indexed into the folders that you selected.
- Continue making changes in bulk.
With the right permissions, users conducting the import can continue to make adjustments to their data. Want to add a group to the security? No problem. Other, more “complicated” changes such as adding an additional field, field selection, or other change to the content of your import can be done as well, with a feature called Import to Update.
Sound too good to be true? It really is that easy. Contact a policyIQ expert today, and we can help you get started with your new policyIQ endeavor. The last thing anyone wants to do is create pages one at a time. The Import function makes that process lightning quick.