Home Uses Policies & Procedures Overview Example Policy Key Benefits SOX & Compliance Overview Example Risk Example Control Example Test Example Deficiency Reporting Key Benefits Process Automation Overview Example IT Form Example Acct Form Example HR Form Key Benefits Document Management Overview Example Document Key Benefits Features Example Content Example Policy Example Risk Example Control Example Test Example Deficiency Example IT Form Example Acct Form Example HR Form Example Document By Activity User Navigation Edit Content Enforce Compliance Setup & Configure By User Type User Type Overview Read-Only Access Standard User Advanced User Product Information Brochures Subscription Agreement Case Studies Fact Sheets Access & Support Hosted Delivery Network Installation Implementation & Training Customer Support Partners News & Events

By User Type >Advanced User

Advanced Users can have any combination of up to 30 different permissions in policyIQ. Those permissions may allow the user to create Pages, approve Pages, create Folders, update User Accounts, setup Templates, or any other management and administrative rights that are granted to that user. The table below summarizes many of the key content management and administrative features available to Advanced Users in policyIQ.

Feature	Key Benefit	Activity
Reports	Summary and detail reports with filtering	Enforce Compliance
Customized Templates	Dropdown, text, and other reporting fields	Setup & Configure
Editor with Spellcheck	Author and format content directly online	Create & Manage Content
Check-in/out	Make content available for group editing	Create & Manage Content
Version History	Automatically archive old versions	Create & Manage Content
Expiration Dates	Ensure content is updated timely	Create & Manage Content
Internal Links	Many-to-many links between related content	Create & Manage Content
Delegate Editing	Assign content to users with due dates	Create & Manage Content
Approval Workflow	Ensure appropriate management review	Create & Manage Content
File Attachments	Upload any file as an attachment or object	Create & Manage Content
External Linking	Link to or from outside documents	Create & Manage Content
Groups	Organize users for security rights	Setup & Configure
Custom Roles	Use standard or create custom roles	Setup & Configure
Folder Administration	Restrict who can edit and index to each folder	Setup & Configure
Change History	Date, time, and user name-stamped changes	Create & Manage Content
Multiple Record Update	Make mass changes to selected content	Create & Manage Content

Next > Navigate through our Interactive Demonstration

© 2008 policyIQ. All Rights Reserved. For more information, please call 1.866.753.1231.