15 minutes might save you money on your car insurance, but just 2 minutes can save you time on audit testing!

Auditors and testing teams have been asking for an even easier way to view information about the associated Control or Procedure that they are testing.  Rather than having two screens open side by side in policyIQ, auditors would prefer to see critical details about the control that they are testing right there on their test screen.

Now you can make that happen – with NO DUPLICATION OF DATA!  And it literally takes less than 2 minutes, with no additional data entry required.

linkedfields

How?  If you are a Site Administrator, you need just 2 minutes, I promise!

On your Test page template, simply add a new field and select “Linked Field” as the field type.  Select the field that should be linked from another page template, save it and VOILA!

If you’ve added the Control Description field from the Control template, for example, you’ll automatically see the Control Description displayed on a Test page for any Control that is linked to it.  If there are multiple controls linked to a single Test, you’ll see multiple Control Descriptions, identified by the page name.

This function does not apply to audit testing alone!  Consider these other ideas:

  • Pull vendor information into a Contract page.
  • Bring risk descriptions to Control pages.
  • Create Process pages that pull in linked Control Descriptions.
  • Pull project task descriptions into Action Items.
  • Bring issue details into a Remediation Plan.

Want more information?  Contact us at support@policyIQ.com.

This entry was posted in Best Practices, Features by Chris Burd. Bookmark the permalink.

About Chris Burd

Chris is the Managing Director 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 the past few years, she's focused on enhancing policyIQ's offering as a Conflict Minerals and Anti-Corruption tool. 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, volunteers at her local food bank, and spends more time than she should taking photos of her cats. She would like to be a rock star when she grows up.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s