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Feature Focus

In this series of videos, we spend 15–30 minutes exploring a specific feature or set of features in policyIQ. Videos vary in audience from Read-Only users to Advanced Users with site administration capabilities.

Update your Control template and Control Review template to capture temporary control changes.
Account for Temporary Control Changes due to Covid-19
Explore options for printing and exporting data throughout the application.
Bundled Forms
Examine what form bundles are used for and how they can be created.
Explore the various options from within the policyIQ search bar.
Search Bar Options
File Attachments
Understand various ways that files can be attached or uploaded to policyIQ.
Examine options to report on changes to content in policyIQ.
Reporting on Changes
Quickly roll-forward your risks, controls, and testing to create a fresh start for the new audit year.
Roll-Forward for a New Audit or Compliance Year
Understand the options within approval workflows to better manage the process.
Workflows: Notifications, Field Rules & More
Understand how policyIQ Field Rules operate and add logic into your Templates.
Logic, Conditions & policyIQ Field Rules
Template Formatting
Explore some of the ways you can improve the visual look and feel of your policyIQ Page and Form Templates.
Custom Dashboards for all User Types
Take a look at the Dashboard options for Advanced, Standard and Read-Only users, as well as explore how users can customize their own Dashboard to meet their specific needs.
Optimize your Certifications and Attestations
Using policyIQ forms to issue certifications and attestations is a core part of many processes.

We will discuss the policyIQ features that optimize the distribution, collection and aggregation of electronic forms.
Field Rules
Did you know that you can add logic to your policyIQ pages, making it possible to skip, require, or autofill responses based on previous answers, or assign a workflow process based on a user’s response?

In this short training session, we will explore all the options for adding field rules.
Site Style
Does your policyIQ site have style? The Site Style area of policyIQ Tools & Settings is more than just the logo and header color.

In this short session, we'll take a look at the options available - including reordering the left navigation and establishing text for your read-only users.
Take a deeper look at the various ways that User Groups impact the policyIQ application – from security settings to workflow to reporting.
Import Update
Use the import tool to quickly update pages from an Excel file.
Understand what public forms are and how they might be used.
Public Forms
Single Sign On
Find out what SSO options exist and how to get started.
Understand how to use Summary reports for insight into status or for oversight into projects.
Status & Oversight Reporting with Summary Reports
Learn how to charts and customize your policyIQ Dashboard.
Dashboards and Data Visualization
Explore the various types of List fields that can be added to Templates.
Global, User & Custom List Fields
Delve into the various ways that calculations can be used within policyIQ.
Calculations in Reports, Fields & Across Pages
User Security Roles
Explore the purpose of user security roles and best practices in assigning roles. We will also review the standard roles available, and how (and why) you might create your own custom roles.
Detail Reports
Detail reports are the baseline report type, from which other report options can be built.

We’ll touch on the basics of policyIQ reporting by exploring how to create and customize a Detail Report on policyIQ pages.
User Groups
In this short training session, we will discuss how user groups impact application security and workflow, and the best practices in creating user groups.
We’ll also discuss practical considerations, such as how many groups is too many.
Page & Folder Security
policyIQ offers a sometimes-overwhelming variety of security options.

In this short training session, we’ll focus on the core security options that apply to policyIQ pages and folders.
In this short session, we'll focus on how to create and use policyIQ Workflows. We will also explore some creative ways to apply workflows for activities beyond just content review and approval.
Updating Folder Structures
Learn what factors to consider before updating your organization's folder structure in policyIQ and how to do so efficiently.

In this short training session, we will cover all of the steps one needs to take for a fresh start in folders.
Dashboards for All User Types
Dive into dashboards for all users, specifically read-only, standard and advanced user types. Learn about the key dashboard widgets and charts users have on their dashboard in policyIQ.
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