A complete solution – presented in a policyIQ CPE event!

As part of our ongoing quarterly CPE event for policyIQ, we are putting together something a bit different – and bigger – than normal!

Join us on Thursday, November 30, 2017 at 12pm Eastern Time for the one hour CPE event presented via the web, showcasing policyIQ’s abilities, features and processes for all of your Policy Management needs.  Hosting this session will be Chris Burd, policyIQ Managing Director, and Travis Whalen, policyIQ Product Manager.  Learn more about policyIQ’s solution possibilities here.

In this Introduction to policyIQ CPE session, participants will be able to (among other milestones):

  • See how to utilize the import utility to centralize previously disparate content
  • Secure documentation with read, write and edit access – and approval processes
  • Apply search and reporting features to quickly gather information that is critical to decision-making

Sign up for this training here, and learn more about how policyIQ can be an effective solution for your organization’s Policy Management needs.

 

policyIQ has a solution for you!

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Policy Management, SOX Compliance, Revenue Recognition, Enterprise Risk Management. What do all of these things have in common? policyIQ. That’s right; policyIQ users have implemented policyIQ for many different content management, process streamlining, automation, and oversight or approval management purposes.  The list doesn’t end there; click on and bookmark this link to check out the list of policyIQ solutions. Plan to revisit as we will continue to update this page with Solutions as we hear of our clients’ creative applications of policyIQ.

As you may know, we’ve also been conducting solution-focused training sessions over the last couple of years. We encourage you to visit our training page to see the list of our solution-session recordings and to launch those that may benefit your organization. There is also a link at the top of our training page to access and register for our upcoming live solution sessions.

If you are interested in implementing policyIQ for any of these solutions, contact us and let us show you how to get started saving time and money by using policyIQ for multiple solutions.

 

Our policies have been created…now what?

Many organizations have used policyIQ for their Policy Management needs, and each client of ours has their own unique needs and for providing transparent and accessible policies to their users, public website, auditors, or other audience type.  However, the process is largely the same, regardless of the unique needs.

In nearly all cases, the policy content is created in policyIQ, reviewed, approved, and then published.  Making that content available is where the differences come in to play.  There are a few options for doing so:

A shared, Read-only account:

Create a Read-only user account in your policyIQ site (which is free, by the way), and apply the Read-only account as a viewer only on all applicable policy pages in your site.  Be sure to make sure that this account also has view access to the necessary folders, as well.

Then, share the Read-only account credentials with your user base.  Once logged in, the policyIQ view this user will have is a scaled down look – just folders and policy content, in this case.  Because the very nature of the account is Read-only, there is minimal risk in sharing the credentials with a large group of people.

A shared, Read-only account accessed via policyIQ Reader:

A similar process to the one above, but with a different look to the program and no login needs.

After creating the Read-only user profile and applying the user to security where necessary, edit the user profile.  Under the “required” tab of the Edit User window, scroll to the bottom to find a unique link called “policyIQ Reader“.  This hyperlink can be placed anywhere you like: bookmarked in your browser, stored on your desktop, placed in a shared network drive, or even on your intranet.  Once a location is selected, users anyone that clicks the link will gain instant, Read-only access to your policyIQ site.  No login required, and the “reader” look – a straightforward, no nonsense look at content, which is displayed in the table area to the right instead of a separate window, as seen below.

pIQ_Reader

Individual Read-only accounts:

Create an individual Read-only account per-user, which allows for greater flexibility in terms of seeing policies that are applicable to certain divisions, but not others.  Perhaps your finance and accounting folks have policies and procedures that apply to them, but not to the vast majority of other employees.  Creating separate accounts for everyone ensures the user experience in the product is directly related to their role.

 Individual policies accessed from an outside source:

Some of our clients choose to have their policies accessed from their primary company website.  In this case, the policyIQ pass-through link is ideal: eliminate login needs, access individual policies, and don’t display the main policyIQ site from which the policies were created.  Instead, display only the pages themselves.

Create a primary Read-only user account, and again add it to the view security on all applicable pages.  Now, view a page of your choice that is published.  A the very bottom, the page ID sits, and contains a link.  Click the link to open a small window that contains the policyIQ Passthrough link .  Copy and paste this link to the destination of your choice.  Selecting this link from an outside source will open the policy page only, and not require a login to the system.

Next steps:

Did you know policyIQ also handles Policy Sign-offs, as well?  It’s a simple process at a minimal cost.  Add Standard Users to your site in bulk (50 to over 10,000+) to completely revamp the way your organization automates creating, approving and storing certifications and sign-offs.

Does something here sound like it might be right for you?  If so, let’s talk about it!  Scheduling a half hour with a policyIQ expert on our team is not only free of charge, but will pay dividends moving forward as the management of your processes becomes easier by the day.  Many adjustments to existing sites take minutes to change, and new sites are even simpler!  Contact us at Support@policyIQ.com or 412-263-3330 to begin.