Our policyIQ Training Library is a collection of training videos and resources, available for all clients at any time. Click on a training category below to see the available materials.
Learn the basics – from logging in for the first time to customizing your policyIQ Dashboard.
Creating templates, adding fields, building rules and logic, and applying approval workflows.
Templates (Page & Form)
More how-to videos for policyIQ features.
Apply policyIQ to meet your Governance, Risk and Compliance needs. These sessions, typically 45 – 60 minutes, touch on best practices and practical applications.
With many major policyIQ releases, we provide a video overview of the new features and how they can be implemented or how they may impact your use of policyIQ.
Managing Pages and Forms
Creating pages, issuing forms, and much more.
Specific features in policyIQ are highlighted in these mid-length (15 – 30 minute) training sessions, with best practices and practice how-to’s provided.
Use the policyIQ reporting tools to query, analyze or export your data.
Intro to policyIQ
In all Introduction to policyIQ trainings, we follow a similar path to training users how to navigate, create and edit content, and work in basic reports. Each session uses different examples to illustrate basic functionality.
Tip sheets and desk guides for specific policyIQ topics.