10 Steps for Implementing Successful SOP’s with SharePoint Standard Operating procedures (SOPs) are key in many industries to keeping a company moving and sometimes more importantly, compliant with the vast array of regulations, legislations, and Laws. Despite this many organisations still struggle to get the correct SOP’s created, distributed and understood by their employees. This blog will […]
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How to create a SharePoint Survey in under 5 minutes This post will discuss how to create a Survey in SharePoint using out of the box functionality and nothing else! The example we will use is to create a survey that asks employees to answer questions about their previous training in the organization.Step 1: Ensure […]
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How to use a ‘Link to a document’ in place of a real document in SharePoint.From time to time you may need to give the effect of storing documents in SharePoint, without them actually being stored in SharePoint document libraries. Maybe you have a raft of documents in external systems that you want to make […]
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SharePoint workflows can be used for a variety of different purposes, but in this post I’m going to concentrate on how a basic SharePoint Policy Approval workflow can be used when a document / policy or procedure is changed. The short (<4minutes) video below demonstrates this process in practice. The text below explains the process step by […]
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If you are trying to create a DocSurvey request (i.e. assign a DocSurvey to a group of users without asking them to read a specific document first) and the option to select Required or Recommended audiences does not appear then please complete the following steps: Go to the DocRead Site Settings page ( Site Settings […]
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Reset task can be really useful if you already have a policy assigned by DocRead to the relevant audience and simply need to update / refresh the policy and get everyone to re-acknowledge the new policy. Before we look at what changes when you reset a task, let’s take a look at the current status […]
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DocRead includes a comprehensive, easy to use reporting suite to help you interrogate and understand the status of all reading tasks, descriptions of which can be found in the DocRead Administrators Guide in the Documentation Centre here. If you wish to perform additional queries on the DocRead database we have a SQL database view that […]
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DocSurvey can be used to create quizzes and questionnaires with the DocSurvey question type allowing multiple answers to be provided, from which the user must choose the single correct answer. Using this question type means that DocSurvey can then mark the answers provided and calculate an overall score for the test, which is great if […]
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There is scope in DocRead to display messages to end users in your local language. Whilst DocRead menus within SharePoint Settings and Administration notes, hints and descriptions will always appear in English, DocRead provides the functionality to provide key instructions and messages in local languages in the DocRead task panel and emails sent via the […]
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DocRead uses the SharePoint API to get the list of users that have been assigned to a DocRead audience. Because of limitations with this API DocRead audiences can only contain individual windows users, SharePoint Groups, ASP.Net roles, standard Windows security groups and SharePoint audiences. Active Directory Universal security groups and distribution lists are not supported. […]
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