Enterprise-wide GRC made more powerful *and* simple with our new list fields!

By now, you likely are aware that policyIQ is a flexible GRC platform that can be easily configured and customized into various GRC and other solutions. One of policyIQ’s strengths is the ability to tailor security at a broad and granular level allowing organizations to implement policyIQ in many areas without stepping on each other’s toes, so to speak. Because of this security capability, with our user-based pricing (rather than the common software model of pushing multiple products or add-on modules), our clients have long been able to leverage policyIQ throughout the organization for multiple initiatives at a reasonable cost.

The latest release of policyIQ includes features that support robust enterprise-wide applications of policyIQ for a range of initiatives. In the past, users in different areas of the organization would create a folder, manual, dropdown or multi-select list to track different critical pieces of information pertinent for their documentation. And while this setup could have been perfect for the audit team’s testing documentation, the same location list, for example, would have to be recreated by the technical accountants performing ASC 606 contract reviews. That was then. Clients leveraging policyIQ’s version 7.8 are able to create and manage Global Lists that can be shared across the organization. If your list of Field Offices is leveraged in various types of content throughout the organization, it can now be centrally maintained and updated rather than having to be updated in several department-specific templates.

Similarly, clients historically had to create independent dropdown fields to track people or responsibilities in their content (i.e. Control Owners, testers, contract reviewers). Now, the lists of users created under Groups and Users and established as a part of user profiles can be leveraged as fields within templates. Once and done.

Here are more examples of where this might be pertinent to you. If you have fields or folders tracking these things and would like to save time and sanity managing them, we recommend looking into the new shared fields (Global Lists, Users Lists):

  • Currency
  • Location
  • Revenue Stream
  • Process Area
  • Business Unit
  • Control Owners
  • Significant Accounts
  • System Applications
  • Relevant Compliance Area
  • Prepared By

Of course, reach out to us if you have questions on how to make the adjustments to your policyIQ site.

This entry was posted in Features, Releases and tagged , , , , , by Stephenie Buehrle. Bookmark the permalink.

About Stephenie Buehrle

Stephenie is the “solutions” expert on the policyIQ team. With RGP since 2004, she designs and develops solutions that capitalize on the best practices of the hundreds of companies that she has touched, while tailoring each configuration to meet the unique needs of each client. Before joining RGP and the policyIQ team, Stephenie enjoyed working as an independent consultant in the non-profit sector. Stephenie also previously performed analyst services for a major brewer ranging from roles in biological and chemical services to analytical roles in business process improvement and innovation. Stephenie quips that she still doesn’t know what she wants to be when she grows up, but hopes to spend her days helping others (companies, individuals, and communities) to realize their full potential.

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