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• Wrap up: policyIQ for Operational Audits

  Thank you to those who joined us for our April 29th policyIQ solution-focused session, “Internal Audit (Beyond SOX)”, which focused on developing and implementing a successful Operational Audit program. Special thanks to David Doney, Vice President of... Posted May 03 2010, 01:09 PM by stepheniebuehrle with | with 1 comment(s) Filed under: reports, setup, internal audit, Operational Audit

• Perform policyIQ User Maintenance to manage access and costs

  There are a number of items we recommend policyIQ Site Administrators keep an eye on from time to time, in order to stay on top of your policyIQ site. Performing periodic user maintenance is one of these recommended steps. The benefits of a periodic review... Posted Apr 26 2010, 08:36 AM by scottpalermo with | with no comments Filed under: tips, reports, best practices, maintenance

• Effectively reporting on changes

  If you've done any reporting in policyIQ, you know just how powerful our reporting tool is. Using filter selections, you can report on pretty much anything that is going on in your policyIQ site. And with our customizable column selections, you can... Posted Apr 15 2010, 07:29 AM by scottpalermo with | with no comments Filed under: tips, reports, features, administration, maintenance

• Advanced Search: Value for users at all levels in all organizations

  Advanced Search is a scaled down version of the Reports module that is available in every module of policyIQ. In version 6.6, we made improvements that allow any Standard or Advanced User to save Advanced Searches in their left navigation for easy access... Posted Apr 12 2010, 09:35 AM by chrisburd with | with no comments Filed under: SOX, tips, reports, features, best practices, internal audit, sarbanes-oxley, project management

• Common Fields: A commonly overlooked improvement to your policyIQ Forms and Reporting!

  policyIQ Forms are still something of a mystery to many of you. We know how much value there is to be gained by effectively using Forms- so we'll be bringing you some blog posts to highlight Forms features that you might not know about yet! The following... Posted Apr 06 2010, 01:24 PM by chrisburd with | with no comments Filed under: SOX, reports, features, best practices, configuration, 302, forms, sarbanes-oxley

• Standard Reports - Take the easy way out with reports already created for you!

  Did you know that you can use policyIQ's reporting tool to easily track and manage your content? If you've used the Reports module, you know what a powerful tool you have at your disposal. What you may not realize is that, for some of the more... Posted Apr 05 2010, 08:17 AM by scottpalermo with | with no comments Filed under: tips, reports, features, best practices, administration, maintenance

• Spring cleaning tips to get your policyIQ site in order!

  We're almost at that time of year when we start thinking of spring cleaning. Here in Pittsburgh, where the policyIQ team is headquartered, we've had record snowfall over the past month. So anything that gets us thinking about spring (even spring... Posted Mar 08 2010, 08:33 AM by scottpalermo with | with no comments Filed under: tips, reports, best practices, administration, maintenance

• Overview of policyIQ for SOX: Training Q&A - Reports and Training (Part 2 of 2)

  In this second half of our Q&A follow-up from our February 23rd training class, we'll address those questions related to: Reports Training Other policyIQ uses Haven't read Part 1, yet? Check it out here! Reports When we dug into the topic... Posted Feb 24 2010, 07:25 AM by chrisburd with | with 2 comment(s) Filed under: SOX, tips, Training, reports, features, best practices, 302, forms, setup, sarbanes-oxley

• Overview of policyIQ for SOX: Training Q&A - 302 and 404 (Part 1 of 2)

  Our training team recently hosted the first in our series of "solution-based" policyIQ training sessions. Every month we will be choosing a new area of your business for which policyIQ can offer you solutions to your business needs. In addition... Posted Feb 24 2010, 06:46 AM by chrisburd with | with 3 comment(s) Filed under: SOX, tips, Training, reports, best practices, configuration, 302, forms, setup, sarbanes-oxley

• Know thy data, Know thyself: Improve your Business IQ with Reporting

  Business Intelligence is defined by the good people at Wikipedia as referring to skills, processes, technologies, applications and practices used to support decision making. So how can you improve your "Business IQ" and make better, more informed... Posted Feb 15 2010, 01:40 PM by chrisburd with | with 1 comment(s) Filed under: SOX, tips, reports, features, best practices, maintenance, internal audit, account reconciliation, contract management, sarbanes-oxley

• Resolution #114: Clean-up and manage content more optimally in policyIQ!

  Visualize it… all of your policies, procedures, training materials, regulations, controls, validations, reference materials and so on are up to date and capturing the variables that are most important to you. They are neatly organized in a simple to navigate... Posted Jan 04 2010, 07:24 PM by stepheniebuehrle with | with no comments Filed under: tips, Training, reports, features, best practices, configuration, forms, setup, administration, maintenance

• Training - Serving your policyIQ users of tomorrow!

  What’s the best training for your team? No implementation is complete without delivering appropriate and effective training to the various types of users. Think about your organization’s reason for using policyIQ. Ask yourself, “Self, what types of users... Posted Oct 08 2009, 09:34 AM by stepheniebuehrle with | with no comments Filed under: tips, Training, Custom, reports, best practices, configuration, setup, administration

• Coming soon to a policyIQ site near you!

  The policyIQ elves* are busy working on the finishing touches for version 6.5. As they polish up the next release, we would like to take this opportunity to give you all a sneak peek at what is coming. Color, style – and faster response times! policyIQ... Posted Sep 23 2009, 10:50 AM by chrisburd with | with no comments Filed under: reports, features, charts and graphs, releases, import