2016 went by fast…here’s some features you may have missed!

As last year came to a close, our policyIQ team was discussing all the new ways customers could now use our product – and we managed to surpass our expectations for the year!  While some features simply add small functionality to the software, policyIQ’s 2016 releases contained HUGE improvements to visually displaying content, content history and increasing content efficiency.  And the great news is that 2017 is looking to perhaps even surpass last year’s features!

Linked Fields

Highly anticipated and incredibly useful, Linked Fields are going to change the way content in displayed in policyIQ forever.  A common need from our user base is to be able to view a Control page, but also see some information from the Risk it is mitigating.  Linked Fields make this a reality!

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Insert a Linked Field on your Control Template, and point it to a Risk template field of your choice.  In the example here, I’m just pulling in the field “Risk Description”.  The field is shown and the properties of which are displayed just above the field content.   You can add as many Linked Fields as you’d like!

Because the fields are linked, any changes made to the Risk Page description will be reflected and displayed on the Control Page.  This saves you time, and ultimately ensures that your content is consistent without having to think about it!

Custom Charts and Graphs

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Super simple to create, Custom Charts and Graphs can be used to provide oversight to a process within your policyIQ site, project manage, or any other number of uses.  Simply build a new Page Report and choose a chart or graph as the report layout.  That’s it!  When selecting items to display (columns), keep in mind that the top or first item selected will be used as the chart parameter (the way the chart or graph will be divided up).  That’s it!  Save your chart and even add it to your Dashboard for review.

HTML Field History

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Users can now have access to the history of their HTML fields in policyIQ.  Upon each save of data within an HTML field, version and change records are kept.  After a history is established, click the blue “History” link button just above the field when viewing a page to view the Field History.

On the right, select a version of the page to view.  Changes made within that version can be toggled on and off using the “Show Markup” toggle in the toolbar at the top.  If at at point you’d like to revert to an old version of the field, select the version to display, and then click “Restore” in the toolbar.  The history window will close, and your HTML field will show the reverted version.

Other Features

There are a whole lot of features that have been added over the last year!

Form Bundle Imports 

This tool allows a user to create their Form Bundles in Excel outside the system, and then import them into policyIQ.  This helps users work offline, and in some cases, much faster.

Sum/Average Report Results 

These rows can be added within the report builder to page detail reports by clicking the checkbox on the report builder screen.  Within the results of a report, two additional rows-sum and average- will be displayed as a calculation of numerical fields across all pages in the results.

Delete Open Forms

Form Administrators will love us for this one.  Those outstanding open forms that you just couldn’t get rid of?  Now you can delete them, and keep your form results perfectly right.

 

Earn free CPE: Introduction to policyIQ-October 20th

Please join us for our quarterly “Introduction to policyIQ” CPE event on Thursday, October 20th.

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Our quarterly training sessions are developed to provide general training on how policyIQ works, how content is created and stored in the site, and other basic functions of the software.  Based on feedback we’ve received in prior sessions, we’ll showcase our Reports feature a bit more fully this time around.

1 CPE is given to all attendees that participate in all polling questions, stay online for the full duration of the training, and complete the survey that follows the session.

We look forward to hearing from you!

Imports: Create content in mass, in minutes!

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.

  1.  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.
  2. 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.
  3. 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.
  4. 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.
  5. Import!
    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.
  6. 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.

7.6 Release Notes Training Session

A great opportunity for new and old users of policyIQ, our upcoming training session on Tuesday, June 7th at noon Eastern Time will serve as a point of reference for all new updates to our clients’ policyIQ sites.

During the session, our presenters will showcase new features of the product, including the exciting Approval Workflow Management update for Pages and Forms.  Approval Workflow feature the highly-sought ability for users to dictate the path a piece of content takes on its path to approval.

New custom charts and graphs have been added to the Report Builder, allowing users to create policyIQ Pie Charts and Bar Graphs that can be added to users’ Dashboards for easy visual convenience.

Security has also been simplified, with the removal of outdated and unnecessary features which, while were once imperative to the product, are now unnecessary.  In this case, less is more!

Accessing policyIQ from mobile devices will look a lot different, as our mobile experience has been revamped.  In addition to the modern, clean look, the mobile application now allows users to respond (fill out/edit) forms to which they have been assigned.  policyIQ Forms “on-the-go”!

We’ll also cover other aspects of the Release Notes, such as updates on browser information and other information–you won’t want to miss it!

Click here to sign up today!

7.6 is here! Learn the details in an upcoming Release Notes training session!

Join us for our upcoming training session where we’ll review the Release Notes of the latest version of policyIQ, 7.6.  

Click the link and select “Register” to sign up for the session.  During this time, we’ll review all new features of policyIQ, and discuss the best practices around using them.  Our team is super excited to announce the development of a complete Approval Workflow for 7.6, which allows users to set up, edit an apply a step-by-step process for approving content in the site.  These workflows dictate the path a document takes during it approval process, and includes step to step email and dashboard communication.

We’ve also developed new Charts and Graphs for dashboards, giving an executive look to users desiring a visual way of displaying certain aspects of their content.

Security has been simplified in certain areas of the application, with the removal of older and outdated page security technology.  Content can now have its security edited in a couple quick clicks of the mouse, with fewer, more simplified options. As we often find in the technology world, and certainly in the case of policyIQ security, less is often more.

Be sure to join us for this demonstration of our new features!  Contact our support team at Support@policyIQ.com with any questions!