Work Smarter – policyIQ On-The-Go!

IMG_3479We’ve all heard the phrase “Work Smarter, not Harder”.  We keep that phrase in mind with every release of policyIQ, as we try to make each version of policyIQ smarter than the version before.

In version 7.6, we’ve added an improved mobile interface, allowing easier and more functional access to policyIQ on your mobile devices.  When policyIQ recognizes that it is being used from a mobile device, it will adjust the settings and provide a different interface, allowing you to easily search, navigate, approve items or respond to forms!

Respond to Forms via Mobile Devices!

IMG_3480Probably the biggest change in the newest version of the mobile interface is the ability to respond to forms.  When issuing out 302 Certifications, Control Reviews, Risk Assessments, Policy Sign-Offs or other critical certifications and questionnaires, your employees can now review the information on their mobile device to quickly complete their certifications.  For those team members who are frequently travelling – or for folks without regular access to desktop computers – this is invaluable!

Mobile access has our clients buzzing!

IMG_3481In one of our early release notes review sessions, Donna McLean, Knowledge Manager at Surgical Care Affiliates, expressed her excitement about the mobile access.  Now that version 7.6 has been released, we asked Donna how she feels about the mobile interface:

I love it!  It will give me quick access to look up a policy reference for a facility that is in the throes of a survey, or an Administrator who needs to refer to an HR policy and is having trouble locating it, and I’m not sitting at my desk to do so.  I’ll be travelling in a couple of weeks, and I know that inevitably things will pop up while I’m waiting for planes and I’ll need to get to PIQ in a hurry.  It is nice to know that I can from my tablet or phone.

Have you hesitated in the past to add your certifications or sign-offs to policyIQ?  There is no better time than NOW.   Contact us about pricing to expand the number of users who have access to forms, or to get some help to set up your new process!

Season’s Greetings and Happy New Year from your friends at policyIQ!

Holiday Message

December 2014

Celebrating the season!

Greetings from the policyIQ Team! As the cold weather settles in throughout the U.S., our policyIQ team continues to bustle with activity through the winter Holidays. In place of our monthly newsletter, we decided to take a moment to reflect on the policyIQ “gifts” of 2014, our excitement over the coming version 7.4, and begin to build the anticipation for some cool new features on the horizon…

A Professional GRC Tool—kicked up a notch!

Our clients using policyIQ for Risk and Compliance activities, Audit, Policies and Procedures, Contract tracking (and more) saw the introduction of many new features in 2014 that are making them more effective and able to monitor work and make business decisions in a fraction of the time!

This year brought the introduction of Calculated Fields (policyIQ is doing “math”!) and welcomed the hotly anticipated Track Changes feature for policyIQ’s Rich (HTML) Text Fields. We added conveniences throughout the workflow of content including the ability to email more than one page at a time, automation with recurring email notifications, the ability to upload multiple files at once, and a place to track the conversation between reviewers and those updating content in the Comments Thread. Reporting was improved with the addition of new filters and the ability to select and display more information in the output, among other enhancements.

policyIQ also became significantly more powerful with features to support massive amounts of data in Supplier Surveys; providing immediate relief and an advantage for companies subject to the SEC’s Conflict Minerals rule.

Of course, there were lots of other features released in 2014—this is just a sampling. Check out the detailed rundown within the Release Notes. They are always available in the Support section of your online policyIQ Help manual.

New Year’s Resolutions for policyIQ:

We all know how busy this time of year can be. Speaking of which—wouldn’t it be nice to track Time & Expenses directly in policyIQ? The wait is not far off! policyIQ 7.4 will feature a Time & Expense module used to capture and track the hours and expenses associated with project tasks. We’re looking at you, audit professionals, and hoping to help you to more efficiently manage audits, auditors and to use the information for planning future audits.

Policy management professionals, contract reviewers, and those responsible for safety, training and disaster recovery will likely be happy to see our feature that keeps a version of content visible at all times (even while it is being edited). Users will never lose sight of content following v7.4.

We are forever pursuing features that keep you moving and create convenience within the flow of your everyday work. Along those lines, with 7.4, we are introducing the ability to schedule reports and the delivery of report results to any email address—no need to login to check on status or progress of work!

This next feature takes convenience in the flow of your everyday work to a new level: Up to this point, we have always been only a desktop-based application. While that remains largely true, we’re excited to be experimenting with a mobile-based version of policyIQ that would allow users to access a “light” version of their site. In this environment, users can respond to forms, read pages, and browse folders in a simplified user interface—great for policyIQ users that are on the go and need to take quick action in their site. More to come in 2015 on these exciting updates!

Thank you, everyone!

We have enjoyed a great year in 2014. A big part of our continued success comes from hearing your ideas for policyIQ, and working with you to take your business to the next level. We would like to extend our sincere thanks for your business and partnership.

Happy Holidays! This season, may you be blessed with laughter, peace and prosperity. We’re looking forward to continuing to build our friendship in the coming year!

With Warm Regards,
The policyIQ Team