With our upcoming release of policyIQ version 7.7, we are rolling out an unexcitingly named feature we refer to as “Form Bundle Imports”. It might not have the flashiest name, but the feature can open new doors for your organization!
Form Bundles and Their Purpose
If you are familiar with forms in policyIQ, you know that you can pull forms together into bundles. Form bundles are really just collections of forms to be issued at the same time, and bundling them together can make it easier to push them out. Form bundles do serve another purpose, though. By creating a form bundle, you are able to add unique default data to each instance of the form that is being issued.
For example, if you issue Account Reconciliation Forms, you may add the account number and account name to the form, so that you ensure that each account is covered in the reconciliations. If you use a form bundle to collect Control Self-Assessments or Control Reviews, you will link each instance to a different Control page, so that each control is covered in the assessment.
Typically, the first set-up of the form bundle can be a bit cumbersome, as you likely either had to set up each individual instance by hand, or perhaps you engaged our support team to import the details for you. After the initial set-up, you probably just copied the form bundle for subsequent periods. Because of the cumbersome nature of the set-up, it is unlikely that you added new, customized data each time.
Now – Let’s Imagine Being Able to Import Detailed Default Data On Demand!
Account Reconciliations is the area where we expect that this import option offers the most dramatic change. Now, a simple import can pull in unique data on the first day of the month – including account name, account number, and current balance!
We also know that the controls that your organization manages do not always stay static. Being able to import based on your current list of in-scope key controls will allow you to more quickly create an accurate and complete Control Review or Control Self-Assessment process. And if you bring on a new entity or acquire a new company? No problem! A quick import will add their controls to the mix.
We’ve also recently talked to clients about automating Evidence Requests, and this import function will make it easy to create forms and push out requests when needed. Simply create your list of evidence required, who is required to provide it, and import. Boom.
Tell Us How You Will Use Form Bundle Imports!
We know that when we release a feature like Form Bundle Imports, we will have clients who will be thinking of new ways to use the feature that never occurred to use before. What do you think? How are you planning to use this new feature?
Contact us with your ideas (or post them below) – or reach out if you have any questions about how to use this feature. Version 7.7 will be coming soon!