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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.
Account for Temporary Control Changes due to Covid-19
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.
Reporting on Changes
Roll-Forward for a New Audit or Compliance Year
Workflows: Notifications, Field Rules & More
Logic, Conditions & policyIQ Field Rules
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.
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.
Status & Oversight Reporting with Summary Reports
Dashboards and Data Visualization
Global, User & Custom List Fields
Calculations in Reports, Fields & Across Pages
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