Creating Report Backgrounds for Power BIPower BI allows you to create amazing visualizations from your data. You can easily get carried away and create hundreds of different combinations. Once you have worked out the best way to summarize and display your data, chances are your Power BI report screen will look something like this:My report above […]
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The Importance of Versioning with PoliciesWhat is policy versioning?Policy versioning is the practice of assigning a unique version number to each iteration of a policy or procedure. This helps to keep track of changes and updates made to the policy over time. It also helps ensure that policies are up-to-date and compliant with the latest […]
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Differences between Process, Procedures and PoliciesProcesses, procedures and policies are the guidelines that a company follows to make sure they are operating in a way that is both effective and safe. Every business needs them, however, sometimes it can be confusing as to where one starts and another ends. Often businesses muddle up their use […]
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Target external content with Office365 and DocReadMicrosoft 365 / SharePoint Online is an amazing place to store documents and important information. Documents and links are searchable, sharable and secure. SharePoint security ensures any sensitive information does not get into the wrong hands. From time to time you may need to give the effect of storing documents […]
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How do you know if new employees have read key documents?When a new employee joins your organization a smooth onboarding process will ensure they transition to their role effectively. The new employee will want to complete the onboarding process quickly so they can begin their new role. You want to ensure they have completed all […]
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Standard Operating Procedures – A complete guideStandard Operating Procedures (SOP) are key to many businesses these days. Not only do they document the successful process to maintain a quality product, output or procedure. In many circumstances they are the key to ensuring regulatory compliance. This SOP guide provides an overview of the creation process.The creation […]
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Summarizing DocRead Task Information in Power BIAll of the DocRead task data is stored in a SQL database, meaning that it is available for further analysis and reporting with Power BI. Here’s how to create a summary of all DocRead tasks showing the reading status (assigned, completed, overdue) in Power BI. The end result will look […]
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Standard Operating Procedures ManualStandard Operating Procedures (SOPs) can be the key to ensuring regulatory compliance. In this free SOP manual we have summarized the creation process of Standard Operating Procedures into six main parts: In each stage, we concentrate on the key elements, and identify some of the pitfalls and areas to focus on. Technology, […]
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Troubleshooting Emails from DocRead – useful things to check forIf you are expecting emails to be sent out to individuals who have been assigned Reading Tasks and they aren’t – use this post to troubleshoot the most common causes. Please note – a log file will be output to the “C:\ProgramData\Collaboris\DocRead Scheduler\Logs” directory by default. […]
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Leveraging AI for Policy Writing SuccessIn the realm of policy writing, data and documentation are crucial components that demand accuracy, efficiency, and clarity. However, the process of creating comprehensive policy documents can be time-consuming and prone to human error. Enter AI, the game-changer that revolutionizes policy writing success. With the integration of artificial intelligence technology, policy […]
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