Executive Oversight in policyIQ: Dashboards, Charts and Graphs

Does management want or need oversight of your policyIQ work?  Perhaps YOU want a quick way to check the progress your team has made on SOX work, audit prep, policy updates, or the like.

Simplify the sometimes chaotic world of GRC documentation with policyIQ’s arrangement of Custom Charts and Graphs – all available to be placed on any Advanced user’s Dashboard.

Charts and Graphs are a visual version of your reports in the system.  Simply create a new Page Report, and then choose a chart or graph as your Report Layout. Perhaps control owners are updating controls for the new SOX year – or maybe even performing testing on financial controls.   Set the report filter to any of these types of content.

As usual, pick the display filters/columns that you want to see in the results, with the first or top selection being the chart parameter (how you’d like the chart divided up).  In the case of many site administrators, they’re going to want to set the chart parameter to something like Stage – which will show which pages are in draft, are checked out, or are finished and published.

Save and run the report/chart, and see your results!  Because it is built in the same spirit as a report, the chart can be accessed (with proper security setup) by other users in the site, and even stored on their Dashboards.

Thinking about automating administrator oversight of your policyIQ site?  Look no further than Custom Charts and Graphs, available on every policyIQ site!