Site preparation for policyIQ 7.6 is easier than you think!

policyIQ 7.6 is right around the corner, so it is time to begin prepping your site!  With just a few quick changes, your site will be set up for quick and easy conversion to the newest version of policyIQ.

“Viewer Set 2” Removal

In short, we’re simplifying security for Viewers on Pages and Forms.  In addition to removing the “And Above” and “Above and Below” security settings, we are also simplifying the number of viewer sets.  Today, we have two: Viewer Set 1 and Viewer Set 2.

The reason for two sets was that in old versions of our software, these two sets acted as a cross-reference.  If you were a member of both sets of viewers, then you could see the page. Since this time, we’ve built the new custom Groups and Users’ structure, which negates any reason to have two viewer sets.  Anyone listed in the  Viewers part of security will have read access to the content.  We’re working with clients to make sure they have groups or users in the second viewer set removed before the conversion to 7.6.  policyIQ will automatically COMBINE the two viewer sets upon conversion to 7.6, which may open up the page or form to more users than you want.  So, be sure to take advantage of our free offer!


New Standard Reports, available right now in your site, shows all pages or forms that have Viewers in Set 2.  As a matter of best practice, run either report to see where you have content with groups or users in Set 2.  To adjust, highlight a page or form in the table and go to Edit>Change Viewers.  This screen allows you to adjust the Viewer security on the page or form in question.  Save your changes when finished.

It is important to keep in mind that there are easy ways to make these changes in mass, should you prefer a faster method.  We’re offering to do this with you for FREE.  All you need to do is reach out, and we’ll schedule a 20 minute working session with you.

“Always Notify Approvers”Removal

7.6 will also remove the “Always Notify Approvers” option from Page and Form templates.  This option, when populated with users, will automatically notify them upon the approval of a page or form in the site.


The new version of policyIQ will remove this as an option because the “Always Notify” action will take place anyway with the new Approval Workflow processes (we’ll have more coming soon on Approval Workflows!).  Each step of the Approval Process will automatically notify users in the next step  of the workflow, (and have an option of emailing them, as well) so there is no longer a need for this option.  Users may want to rework their approval process because of this, and be sure that the right people are being notified and emailed during the approval process for pages and forms.  This feature ties directly in with the addition of Approval Workflow…see below for some insight into the new feature!

Approval Workflow – More to come!

The biggest and most involved part of 7.6 requires its own blog look for details on this very soon!  The policyIQ team has constructed an environment for users to create set-by-step Approval Workflows, ensuring that documents can pass through a complete process before being published to your site.  Each step allows for a group or users to be selected, and groups can be an ANY or ALL approval setting.  When the document passes from one step to another, users will have the option to email those in the next step (with all users in the next step automatically being notified on their Dashboard). Much more to come on this in a separate blog post!

Let us help you with “Viewer Set 2” and the “Always Notify” changes to your policyIQ site!  Contact us today to set up a 20 minute working session!


Time and Expense Tracking, Support for Offline Work, Scheduled Reports and more in version 7.4!

The policyIQ team is incredibly excited to announce the release of version 7.4! The first wave of client upgrades will be taking place on February 1st and we can’t wait to get your feedback.

Version 7.4 just might be the best collection of new features to date, with entirely new areas of functionality, huge improvements in the functionality you use every day, and small adjustments to make your life easier.

Here are some highlights:

  • Time and Expense Tracking

Audit and project managers will love this new feature that allows you to establish a project, assign tasks, and keep track of the time and expenses associated with the work. Know immediately when tasks are overdue or your project is over budget.  (Check out this short 6 minute video to show you this amazing new feature!)


  • Keep the Last Published Version Available While Editing

Particularly helpful for clients utilizing policyIQ for Policy Management, you can now keep the last version available while you edit and get approvals on your updates.

  • Schedule Reports to be Sent to Email

Can we automate reports to be run and sent out on a weekly or monthly basis?” YES!  You can schedule any report and have the results sent to any number of email addresses or policyIQ users.

  • Update Content via Import from Excel, Allowing Offline Work

We know that sometimes you have users who need to work on something offline – or need to be able to make massive changes quickly. policyIQ has always allowed you to export your data into Microsoft Excel format, and now you can re-import that data after making your changes. Work from the airplane and update your content when you land!

  • So. Much. More.

Read our Release Notes and Participate in Live Webinar Training!

74releasenotesThere are more features and more detail provided in our policyIQ version 7.4 Release Notes. We are also offering a live webinar to review all of the new features on Thursday, February 5th at Noon ET / 9 AM PT.  Register for the webinar today!  (Feel free to check out the recording of the webinar from February 5th, 2015.)

If you already know that you want to be included in the first wave of client upgrades, let us know! We do intend to upgrade all clients by the end of February.

Trust us – You are going to LOVE version 7.3!

For many of our users, version 7.2 has only been out for a few weeks, but we’re already looking ahead to the roll-out of version 7.3.  We’ve rolled out some really cool features this year, but version 7.3 is going to take policyIQ to a new level.

Track Changes as You Create or Edit Content

That’s right, folks.  policyIQ version 7.3 will allow you to track the changes that are made within Rich Text (HTML) fields.  With Track Changes turned on for the field, every change will be highlighted, deleted text struck through, user and date/time stamp annotated, and all new text color coded to be attributed to the proper editor.  Changes can be accepted, rejected and you can turn off the tracking if you just want to see the final copy.


With the notable exception of making policyIQ available via all major internet browsers, this feature is most often requested and most highly anticipated.  We can’t wait to put it into your hands!

New Field Type of “Multi-Line Text” Eliminates Need for Too Many Slow Rich Text Fields

In version 7.2 and earlier, we have had two options for text fields:

  1. Short Text – a single line of plain, non-formatted text input that did not always allow for enough characters or enough viewable space, or
  2. Rich Text (HTML) – a large narrative space with an unlimited number of characters that took longer to load on the screen because of the many formatting options available.

Many of you expressed a need for something in the middle, where you could enter a longer amount of text that was visible on the screen, but without having to load the clunky and slower Rich Text formatting.  In version 7.3, we bring you Multi-Line Text.


This field choice is available in both Pages and Forms.  For Forms, this will provide added flexibility to add “Comments” fields where needed, without the concern of a longer form loading time.

Utilize a Comments Thread on Pages throughout the Workflow Process

Many of our users – particularly those of you working in audit departments – have expressed a desire to have a comments thread that is available for you to post and review comments on a page as you send it through the workflow process.

Now you will find Comments as a new tab on a Page, with the ability to post comments throughout the workflow process.  Upon publishing the page, the page administrator can decide whether or not he or she would like to delete comments from the published version.


Allow Approvers to Edit Pages in the Sent for Approval Stage

We know that for many of you, the review and approval process for your pages can be complex and involve a number of different individuals.  Some of you have asked that Approvers be allowed to make changes to the page while the page is in the Awaiting Approval stage.  Others prefer that pages are locked down once sent for approval, requiring that they are sent back to the people responsible for their content to make any adjustments.

We aim to keep everyone happy, and have added the ability to open up a page for editing by the Approver based on a setting that can be changed on the page Template.  If you want your Approvers to also be allowed to make changes (without requiring those changes to go back through the full workflow), you can activate this feature.  It will be deactivated by default.


We do offer some caution on this particular feature.  When activated, approvers of the page can make changes without being required to notify the content administrators or other approvers.  The audit trail will reflect those changes, but no automated notification will be sent.

But wait, there’s more!

There are a number of other improvements and enhancements coming in version 7.3, but we wanted to give you a sneak peek into the heavy hitters.  We expect version 7.3 to be released this spring, and we’ll communicate the timing of that release (and training to help you best take advantage of new features!) very soon.

What can you look forward to with policyIQ’s version 7.2?

Happy New Year, policyIQ Friends! As we turned over to the 2014 calendar, we introduced policyIQ’s version 7.2 to the first wave of clients. This latest release includes features that serve a wide range of policyIQ users. If you’d like to get right to the technical details, follow this link to the release notes. Read on for a peek at the highlights.

More easily populate content using the Import utility

If you are one of those clients who take advantage of the Import utility, you can now easily toggle back and forth between the table where you are analyzing the results of your Import and the table listing your Imports using the “Back to Imports” option that was added to the toolbar.

New time savers in Roles

If you recently began using policyIQ or are expanding your use of policyIQ to new areas, you may find some new options related to Roles to be helpful.

First, you can now copy one of the existing standard policyIQ Roles as a starting place for a new role that you would like to create. For example, to give different teams mutually exclusive access to policyIQ, you can copy the Group Administrator role and enable the “Add Root Folder”, “Add Root Group” and “Add Template” permissions to create a new role for the different team leaders. For more information, check out our related post “Practical Application: How do I really use policyIQ for multiple purposes?”

Another enhancement introduced with 7.2 and related to Roles is that the core Roles in any new policyIQ site have been locked down. That is, the permissions of your standard policyIQ Roles cannot be changed. Coupled with the ability to Copy a Role, this is an advantage or improvement because it helps the administrators of your site and the policyIQ Support team to better support your users while simplifying your ability to create custom roles. One of the fundamental items to check when users are not seeing what they expect, or do not have the access that they expected, is the user’s Role. If someone had changed the permissions of a client’s standard roles, it would not have been initially apparent to the troubleshooter and could have prolonged the time to arrive at a resolution.

policyIQ has learned to do math!

We’ve had clients using policyIQ for Account Reconciliations, monitoring of leases and vendors, tracking of Risk Assessment conclusions—and a whole slew of other things—for quite some time. Maybe you’ve heard us say that policyIQ is used for “administration” of these processes. We always want to err on the side of being honest…and until recently, clients were really not using policyIQ to perform the reconciliation. They were using policyIQ for the administration of the process around reconciliations, contract approval, and so on. With policyIQ’s version 7.2, clients can now use the “Calculated Fields” to actually calculate and display the balance, variance, contract amount, lease payment, etc. We’re very excited about this long awaited development!

Ongoing development to support Conflict Minerals compliance

We are proud to have partnered with experts around the U.S. to be among the first of firms and technology developers to offer comprehensive support for compliance with the Dodd-Frank Conflict Mineral Provision. With version 7, we have continued to make performance improvements on the application and to add features that better support the Reasonable Country of Origin Inquiry (RCOI) supplier survey process. Check out our Release Notes to learn how we are supporting analysis of supplier and part-level surveys.

Babysitting—policyIQ is even doing that now

A couple of years ago we presented a webinar on how policyIQ is used to help manage, collect and report on questionnaires for things like 302 Certification. We talked about that pesky human condition called procrastination that was really out of reach of policyIQ. Turns out we were wrong!

Back then, we told you that you could go to Activities/Issued Forms and take advantage of the instant inventory of responses to easily send email reminders to those who still had outstanding or “open” forms. Now, with version 7.2, policyIQ offers you the option to prescribe the reminders for open forms, including the

  • Frequency of reminders
  • Day of the week that you’d like reminders to go out
  • Start and end date of reminders for any given Form Bundle
  • And customized email Subject and Message

So, we can make easy work of chasing down those people who tend to need ongoing reminders. Nice!

Exciting times!

We are thrilled to be starting 2014 with such momentum! The policyIQ Team is committed to listening to our clients, getting you the functionality that you need—fast—and continuously improving this tool that you rely on to make you more effective and more efficient.

Cheers to 2014! We are looking forward to our ongoing partnership with you. Thank you for all of your feedback!

policyIQ goes Agile for real

yay-1660484Agile methodology, as it relates to software development, is the idea of implementing a short cycle of designing, developing, testing, releasing and getting feedback on features.  We have been talking about how our policyIQ development team has been utilizing an Agile methodology over the past year, but for some of you the benefits of that agile methodology haven’t been obvious.  If you have not yet been upgraded to version 7, you haven’t experienced any change over the past year.

With the release of version 7, we’ve been able to make enhancements and roll-out new features quickly.

Until version 7 was ready to go out the door, we had to stick with a more traditional “waterfall” development process.  We had to have the complete set of functionality for version 7 ready to go before we could release it, as we already had clients relying on each of the features that existed in version 6.  However, as soon as version 7 was released, we were able to truly put our Agile process in place.

Since the initial release in April, we have gone from version 7.0.0 to 7.1.6.  Version 7 is considered a “major” release, where the functionality of the product has been significantly enhanced, updated or changed.  7.1 was a “minor” release, where we added enhancements, but did not impact the entire product.  7.1.6 would have been considered a “patch” release, where we rolled out some updates, enhancements or bug fixes – but most users would not notice any change in functionality.

Coming to terms with imperfection – and acting quickly to perfect

Utilizing Agile methodology requires a certain tolerance for imperfection.  Testing is still critical.  We need to know that the features we roll out will work.  But we’re not always right about how they will work.

A good example is our recent update of Password Reset feature.  Clients had asked for the capability for a user to request a new password if all that they had was their email address.  Our team worked quickly to fill this request, building new screens that allowed a user to request their password with only an email address.  Because the user might not be using the right email address – or that email address might be associated with more than one user account – we had to add some additional functionality to contact an administrator if the password couldn’t be reset.  We added a “Contact your administrator” link.

It was quickly apparent after roll-out that our screen design was flawed.  The link to “Contact your administrator” was far more prominent than the button “Reset Password”.  Admins were flooded with emails about password resets – and users were confused as to why they didn’t get a new password.

If you didn’t notice the problem, you’re in luck – because it has already been corrected.  We’ve updated the screen design and the option to contact an administrator is only available if policyIQ cannot perform an automated reset.

Version 7.2 is coming soon!

We’re about roll-out version 7.2, where the updates are primarily impacting clients utilizing policyIQ for their Conflict Minerals compliance.  However, we’re also adding performance enhancements and a new feature allowing all clients to set up automated reminders (custom HTML formatted emails) on a recurring schedule for their open forms.

We’re getting into the groove and enjoy working in this Agile environment! We hope that you notice how quickly we respond to your inquiries and feedback. Let us know how we’re doing. We sincerely appreciate and enjoy hearing from you.

Version 7.0 is released into the wild! Check out the “live action” release notes!

It is official – version 7.0 has been released into the wild!  Several of our policyIQ clients have been upgraded.  (If you requested the “First Wave” of upgrades, stay tuned for more information coming soon.)

Have you had a chance to see version 7.0 yet?  Even if you have taken the opportunity to review the written version of the policyIQ version 7.0 Release Notes, we’d like to encourage you check out the “live action” version.

Product Director Stephenie Buehrle has recorded a webinar overview of our policyIQ version 7.0 Release Notes, so that you see the changes in action, while learning tips and tricks for using the new features.  We highly encourage your Advanced Users to check out the changes via this recorded webinar.


Highlights from our policyIQ Version 7.0 Release Notes Review

We are so excited to be fast approaching the production release of policyIQ’s Version 7.0! Keep in mind for future reference that the most up-to-date Release Notes are always available in the online policyIQ Help guide.  You can also arrive at the latest version for v7 by clicking this link.

We recently hosted a visual tour through the highlights of the Release Notes. If you missed it, read on for a summary or pan down to the bottom to launch a video preview of what’s changed and what’s new in v7.


A few new terms are introduced with version 7. Most notably, we’ve simplified the language around Forms. We have often explained to users that they can bundle forms together to simplify administration of several forms at once and referred to the bundle as a Form List. As with previous releases of policyIQ, when we realize we’re saying the same thing over and over to explain or describe something, that’s a sign that we could improve terminology. Form Lists are now referred to as “Bundled Forms”.

Similarly, we found ourselves saying that “Activities” refers to the activity that takes place after a form has been sent out or issued to respondents. In v7, the left navigation now displays “Issued Forms” so that Form Administrators can plainly see where they need to go to monitor the activities related to previously issued forms.

Cross-browser Compatibility

For some time, we have publicly shared that policyIQ’s next release would introduce the accessibility of the application from all browsers. We have actively tested version 7 from Internet Explorer’s v7 and higher, FireFox, Chrome and Safari.

Among our top priorities for 2013 is further testing and policyIQ development to allow access from mobile devices.

Left Navigation

Likely, the most visible change brought about with version 7 is the new look and behavior of policyIQ’s left navigation pane.

  • We have removed modules and streamlined options at the top level of the structure. In addition to the relief of not having to know which module to go to in order to change the order of Folders, for example, users also have the convenience of being able to work within more than one top level structure at a time (rather than policyIQ auto-closing one module in order to work in another).
  • With the elimination of modules, we have reordered items at the top level of the left navigation menu and consolidated like items together. You will find that all things page-related are together under “Page Management”. Likewise, all things form-related are consolidated under Form Management.
  • “Users” is a top level navigation structure now, pulling the customizability for Groups and Users and for Roles under one heading.
  • Tools & Settings is the navigation menu that you will go to for many site related settings that were once found within the Setup module’s “System Setup” menu. Find most commonly used tools toward the top of the list.
  • Another cool feature regarding the left navigation pane in policyIQ’s version 7.0 is that it is now resizable! Drag the border to widen the navigation pane or to make it narrower. You can also click to fully collapse the left navigation panel to gain more real estate for your work or analysis in the table to the right.
  • Security is intact! In previous versions of policyIQ, users would only “see” what they were permitted to see. The same rules hold true for this latest version. policyIQ is simply more “intelligent” than ever—allowing users of all types to access one folder structure, for example, and each set of users can only do or see what is permitted by his permissions and local rights.


More powerful and easier to user are themes that drove our development throughout changes and additions in the table area of policyIQ’s version 7.

  • At the top of the table area, Search is ever-present. What’s new is the ability to return Forms and Reports in search results. With the removal of modules, this centralized search capability is smarter and more helpful than ever!
  • The feature that has caused the greatest roar of cheers in the table is the Table Filter. Like policyIQ’s Search feature, you can type any portion of a word to execute a search or filter of all items in that table column that contain those characters. In Figure 1 below, “pol” is entered in the Type Table Filter, narrowing the list of 704 different published items down to just the 21 policies visible to this user. Clients have raved that they expect to reduce the need for and number of reports that they have to create because the table has become such a powerful tool for analysis.

Figure 11301_Release-Notes_TableFilter

  • Performance is greatly enhanced with version 7. Users can scroll through and highlight hundreds of items in the table in real time. No more delays waiting for the database to process your request to highlight multiple items. You don’t have to select whether you want to display 25 or 500 items. With the improved speed and performance of the table, there is no longer a need for a pagination bar. You will always be able to easily see any of the items that you are looking for in the table.
  • Along the lines of a “more intelligent policyIQ”, the Toolbar from which users choose a wide range of actions is now more streamlined and user-friendly than ever. We have worked to eliminate unnecessary clicks and to allow users to work from various screens in policyIQ rather than having to be in the “right” table or menu. Have a combination of pages that are published and checked out to other users that you’d like to work on or re-assign to another person? No problem! Highlight and take action on all of the pages with the same destination; policyIQ will no longer require you to carry out different steps depending on the original stage of the content. Ahhhh…much more user friendly!
  • We are working to incorporate commonly accepted standards into policyIQ functionality and navigation. Notice, when you double click on a Folder in the table, it drills down into that Folder and displays subfolders and/or the content within the Folder. Double-click now allows you to navigate rather than opening the properties of a Folder, Template or other objects. Look for the Edit options in the toolbar or above the toolbar if you do wish to edit properties.
  • We’ve packed a powerful little punch (three of them, actually) in the lower left corner of policyIQ’s table. o From left to right, we have “Reload Table”, “Up level”, “Reset Table”. (See Figure 2 below.)

Figure 21301_Release-Notes_Table_tools

  •     Reload Table – Reload any table with updated data (esp. helpful in report results).
  •     Up Level – Automatically move up one level in your structure.
  •     Reset Table – Reset your table back to the defaults, including order of columns, sort order and filters.


Were you frustrated by having to click each one of your 25 fields in your Template in order to display them as column headings in your report results? Guess what? Your feature request is among those implemented in v7.0! We’ve added the ability to add all Template fields as column headings to the output of your report using one click action. A visual “select all” option has been added to the “Edit Columns” area of the Report builder.


Generally speaking, we are working to eliminate pop-ups as much as possible—either by placing functionality directly on 1st-level screen or by replacing the pop-up with a “modal”. What the difference? Modals operate faster and present less interference with pop-up blockers. The way that you will likely observe a difference is by the placement of the actions: pop-ups still have a toolbar at the top of the window, while modals have action buttons in the lower right corner.

Want to see for yourself? Add a new Folder—this is a pop-up window. Now select the toolbar option to Reorder the Folders—this is a modal.

You will also find evidence of our work to streamline windows and eliminate pop-ups by looking at the Security tab of a Page. Notice the ability to adjust Page Security is all visible within the tabs on the window—no need to launch a pop-up to select appropriate groups or users.

User Experience

We hope that your Advanced Users will also be excited and echo the positive experience that our Beta users have reported. On multiple levels, we have worked to make the experience easier to use, faster, and more powerful. We do not expect these users to require training to make the transition from version 6 to version 7. This release is simpler to navigate than any prior version.

Read Only and Standard Users may notice improvements in performance and some updating of the color and style in version 7, but they might not otherwise notice a change.

In the past, Read Only users only had appropriate Folders visible to them and could see RSS Feeds and WhistleBlower if you had it enabled. They often use Search to find content. They will still be able to locate content in the same ways. News Feeds will no longer appear in the left navigation if the feature is not enabled in your site.

Your Standard Users are accustomed to accessing the links within Forms Assigned/In Progress to complete their forms. The Dashboard presentation of their forms, Folders and Search capabilities is unchanged. What they will have, now, is the ability to add filters to their Advanced Searches. This is an improvement introduced with v7.

Visual learners, have a look!

If you would like to watch our guided tour through policyIQ’s version 7 enhancements (including a couple that we did not share in the live webinar), click on this link to launch the video.

Coming soon!

Version 7.0 will be rolled out to production sites in the coming weeks. Keep an eye on your email for a call to sign up for your release window. For more information on roll-out plans, refer to this post or contact

policyIQ Version 7.0 – Your Questions. Our Answers.

QandABy now you have all heard us talk quite a bit about policyIQ version 7.0 – and we love that you are almost as excited as we are for the new product to be rolled out.  You have questions about the timing and content of policyIQ version 7.0 – and we have answers.

When will version 7.0 be rolled out?

We have not yet set a roll-out date, as there are still items in testing.  However, we do expect to be announcing that roll-out date very soon.

Are we going to have to re-learn policyIQ all over again?

No!  While policyIQ version 7.0 provides significant enhancements, our intention was to retain the core functionality.  In fact, your Standard and Read-Only users will notice only some small style changes – and faster performance – in the upgraded product.

As one of our policyIQ version 7.0 beta clients put it, “If you have used a previous version of policyIQ, there is no additional training necessary.”

(Have you checked out the other comments from our beta testers?)

What are these enhancements?  How can we learn more?

A few months ago, we published a sneak peek into some of these new enhancements.  You can check that out on our policyIQ blog.

Even better, next week we will be presenting our first live “Version 7.0 Release Notes Review” via WebEx.  Join us on Thursday, January 24th at 3 PM ET / Noon PT for this 60 minute review of the new functionality, with a 30 Q&A session to follow!

Do we have to upgrade?

We are anticipating that we will upgrade all of our policyIQ hosted clients to version 7.0.  This version provides superior functionality, improved performance and an updated technology platform.  We want to be sure that all of our clients have the most optimized policyIQ experience available.

Do I have to upgrade right away?

We do plan to allow for an upgrade window of at least six months for all of our hosted clients.  We will ask clients to let us know if they prefer to be in our first wave, second wave or third wave of clients to be upgraded.  We will have limited capacity in each wave of upgrades; when we reach out to your organization, please let us know your preference so that we can be sure to accommodate you.

How much downtime will we have to plan for?

Moving from policyIQ version 6 to policyIQ version 7.0 will be a very smooth process, with only around 30 minutes of downtime required for most sites.  The upgrades will be performed during off hours to minimize disruption.

For clients who are still using policyIQ version 5, we will need to go through the conversion process.  We’ll ask for you to plan for a day of downtime to complete the conversion and testing.

So what is our next step?

Register for our Release Notes Review that will be presented next week – and stay tuned!  We will continue to bring you new information – and we’ll be reaching out very soon to ask for your preferred upgrade timing.

If you have any questions, please feel free to reach out to us!

‘Tis the Season of Version 7.0!

Twas the month before Christmas and all through the code,
There were features to polish and the work had not slowed.
New icons were placed in the application with care
In hopes that the users would like what was there.

Developers worked quickly to correct every error
While testers logged bugs that were becoming much rarer.
The application looked great and the team was excited;
They hoped that their users would be just as delighted.

Version 7 was coming and onward they pressed
Until it was perfect, the team would not rest!
It was coming! It was close! It was almost here!
QA would soon give it the final “all clear”.

It had to be perfect.  It had to be right.
And it would very soon, users don’t fright!
Within the next month, we’ll say “Save the Date!”
Version 7 is coming and it’s going to be great!


Version 7 is right around the corner, and we want you to be ready.  A small group of beta testers will be given links to test sites today!  Release notes are written.  And we’re working hard to put the finishing touches on the 7th generation of policyIQ.

Within the next month, we’ll be communicating our upgrade schedule.  We’re planning to allow at least six months for our full rollout schedule, and we’ll be asking you if you would prefer to be included in the early, middle or late stages of that roll-out.

We’re excited about the improvements to policyIQ coming with version 7, but we’re also pleased to say that the learning curve for the new version will be minor.  Your Standard and Read-Only users will notice only minor adjustments, and will need little to no training on the new version.  Advanced Users will want to get familiar with some changes to navigation, but the core functionality will remain unchanged.  We will be providing Release Notes and webinars well in advance, so that you can see the changes and prepare your users before your move to the new version.

If you have any questions or concerns, please reach out to us!