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.

Featured Feature: Import (helps you to start fresh!)

import_definitionWebster gives us a pretty easy to understand definition of import, but did you know that Import is also a utility under policyIQ’s Tools & Settings menu that enables Site Administrators to bulk load items that exist outside of the system into policyIQ?

Most policyIQ clients had an experience of policyIQ’s Import capabilities when they first implemented policyIQ—it is the fastest way to get all of your content from other systems and spreadsheets into policyIQ. However, many of today’s policyIQ users inherited their instance of policyIQ and, so, you may not be aware of how easy it is to load new content into policyIQ or to replace existing content.

With the events impacting public companies, we are hearing from a number of clients who want to revamp their existing policyIQ implementation by importing COSO’s 17 Principles and 87 Points of Focus. We are also working with a number of companies who are taking this opportunity to start fresh with a new examination of the Risk Assessment and associated Risks, Controls and Tests. All of this content can be captured and linked, just as procedures can be linked to related policies, so that you have very useful reporting capabilities. In any case, if your organization is considering the use of policyIQ to help automate processes and make the oversight and management more effective and efficient, we encourage you to take advantage of the import utility in policyIQ.

For information on how to import content, check out the online policyIQ Help guide and navigate to the import section:

For those visual learners, you will also find a link to a video walkthrough of the importing process within the Help guide. Of course, you are welcome to reach out to the policyIQ Support team with any questions: Let us know if you’d like to discuss your options regarding starting over—maybe you’d like to get a brand new policyIQ site with the updated framework and our latest recommendations already configured. We are happy to accommodate you. Reach out to us!