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• “Available for Checkout”: Black Hole of policyIQ or Misunderstood Gem?

  I find myself frequently saying the words, "I don't recommend using the Available for Checkout stage as a part of your process" - and I have a lot of good reasons. Available for Checkout essentially means this: a page in policyIQ is not... Posted Jan 19 2012, 10:15 AM by chrisburd with | with no comments Filed under: tips, features, workflow

• Work smarter with reporting "smartcuts"

  How many times have you been told to “work smarter, not harder” throughout your life? It was a phrase that used to make me crazy when I was younger – probably because like many teenagers, I was convinced that I was the smartest thing that ever existed... Posted Nov 18 2011, 01:14 PM by chrisburd with | with no comments Filed under: tips, reports, time savers

• Surge in Control Self Assessment Implementations!

  Phew! We’ve had a surge in inquiries about Control Self Assessments lately! What's more interesting is that, among the four clients that followed through with implementation in the last two weeks, each client had their own thoughts about how the process... Posted Oct 17 2011, 08:24 AM by stepheniebuehrle with | with no comments Filed under: SOX, tips, Training, features, best practices, configuration, forms, sarbanes-oxley, Control Self Assessment

• Less is more. Restrict content Creators to streamline the user experience.

  We've all heard the phrase "Less is more", and unless we're talking about whipped cream on pumpkin pie, I wholeheartedly agree. The less stuff we have to deal with, the easier it is to get things done. In our policyIQ training session... Posted Sep 23 2011, 10:03 AM by chrisburd with | with no comments Filed under: tips, setup, security

• Decrease the processing time and increase the efficiency of your forms with these simple suggestions!

  Automating a recurring process using policyIQ forms is practically a "no-brainer" for many of our clients. Quarterly management certification letters? Absolutely! Monthly account reconciliations? Of course! Annual policy sign-offs? Done. policyIQ... Posted Sep 13 2011, 09:05 AM by chrisburd with | with no comments Filed under: tips, forms, automation, electronic forms

• We might not like your color scheme, but we're happy to show you how to implement it!

  A few months ago, I sent the following email off to a long-time customer: Hi, Joe* - I recently noticed that the colors on your policyIQ site have gotten a bit messed up. I took a moment this morning to readjust the color scheme so that your header and... Posted Aug 29 2011, 03:31 PM by chrisburd with | with 1 comment(s) Filed under: tips, setup

• Information Governance – “That’s a wrap” on our latest training session

  As always, a huge thank you to all of our policyIQ community members who joined our training session on Information Governance last week. When it comes down to it, every feature of policyIQ is built with the intention to help you to govern your content... Posted Aug 23 2011, 09:00 AM by chrisburd with | with no comments Filed under: tips, Training, features, professional services, Page Templates, information governance, IT

• Reduce, reuse and recycle…electronic content?

  Being successful in business today is not a walk in the park. (Unless your business happens to be dog walking.) It requires efficiency in everything you do. Every minute of your time is valuable. If you are like me, you have a folder of emails saved,... Posted Aug 10 2011, 06:47 AM by chrisburd with | with no comments Filed under: tips, cost-saving

• My oven is not scary. Neither is your policyIQ Dashboard.

  My sister is a great cook. She's one of those people who can make a delicious meal out of a little bit of rice, random leftover vegetables and dried spices. She rarely has to, because she always has a fully stocked freezer, fridge and pantry. She... Posted Aug 01 2011, 01:30 PM by chrisburd with | with no comments Filed under: tips, features

• Best Practices for all types of users

  We were pleased to host a lively policyIQ training session last week on the topic of Best Practices. The session was enriched by the discussion that our participants offered in the live, online chat. Participants shared their own best practices (like... Posted May 26 2011, 05:09 PM by chrisburd with | with no comments Filed under: tips, Training, best practices

• Viewers, Folders and Searching: It turns out that they are important when it comes to Forms.

  Picture it: Pittsburgh, 2007. I was sitting, along with several of my policyIQ teammates, in a conference room hashing out some design ideas for the new policyIQ version 6. We were talking about Forms. What a concept! The Compliance Questions of version... Posted Apr 28 2011, 08:29 AM by chrisburd with | with no comments Filed under: tips, features, releases, Version 6, electronic forms

• policyIQ is now fully compatible with Internet Explorer v.9!

  A few weeks ago, we had posted a note that policyIQ was not fully compatible with the new Internet Explorer version 9. We're happy to report that the compatibility issue has been resolved, and you can feel comfortable downloading the new version of... Posted Apr 21 2011, 04:39 PM by chrisburd with | with no comments Filed under: tips, support

• Even more efficiency in your quarterly or monthly processes!

  We are talking a lot about using policyIQ to "automate" your quarterly certification processes this month. policyIQ forms allow your organization to easily distribute, track and report on responses for a variety of regular processes - monthly... Posted Apr 12 2011, 10:43 AM by chrisburd with | with no comments Filed under: SOX, tips, feature requests, features, releases, 302, forms, setup, process, electronic forms

• Certifications and Sub-Certifications – Building confidence from below

  Sarbanes-Oxley Section 302 requires that the Chief Executive Officer and Chief Financial Officer (or those in equivalent positions) of all companies publicly traded in the US certify the accuracy of all annual and quarterly financial reports. The actual... Posted Apr 06 2011, 12:12 PM by chrisburd with | with no comments Filed under: SOX, tips, Training, 302, sarbanes-oxley

• Internet Explorer Add-ons and policyIQ

  Add-ons can affect the way that your Internet Explorer browser interacts with websites and applications on the Internet. I've listed two examples below of browser add-ons affecting the way that a user interacts with policyIQ. In our first example... Posted Mar 31 2011, 09:39 AM by brianwhalen with | with no comments Filed under: tips