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!

linkedfieldsimage

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

chart

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

htmlhistory

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.

 

7.7 Feature: Custom Chart and Graph Data Output

In policyIQ version 7.6, we introduced our clients to custom charts and graphs for the very first time.  This feature lets users to show their data using the chart or graph output of the report builder that they use in other areas of the product.

chart

After its release this summer, many users provided feedback that they would like the ability to access pages directly from the chart or graph.

Great news-we listened!

Clicking the “Show All” link within your Dashboard chart or graph will now display all content that was generated.  The data will be displayed in the table row by row just as it would if it was generated using a typical Detail Report layout.  At this point, users can take action on items by selecting them and looking to the toolbar for their options.

The only part of this experience is the generation of the chart or graph itself.  Originally, we only allowed users to select one “column” for the chart, and this selection would dictate how the chart was divided up (in the example above and below, we divided by page Stage).  Because users wanted to interact with the data, we wanted to allow users to add more than one “column” of data so that clicking “Show All” would yield more than a single column worth of results.

chartcolumns

When generating the chart, select as many columns as you like, making sure that the selection you want to divide the char tor graph by is in the first position (above).  Click save, and then save and run your chart or graph.

The chart will generate, and you can then select “Show All”.  Here are the results for my example here:

chart_data

You can see that any typical action can now be taken on your results…not bad, huh?  We’re excited about it, too!  Think of all the ways you may want to use custom charts and graphs in your processes.

If  you’d like to provide us additional feedback, please do!  Support@policyIQ.com