10 Steps for Implementing Successful SOPs with SharePointStandard Operation 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. Bespoke SOP Compliance software can be used to help you manage the process, however you can also manage your SOP’s […]
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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.Note: The information in this post relates to on-premises SharePoint only. If you want to see the equivalent information for SharePoint Online / Office365 / Microsoft 365, please go here.SharePoint is an amazing place to store documents and important information. SharePoint […]
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Using a basic SharePoint workflow to approve a policy changeSharePoint Server 2016 SharePoint Server 2013 Enterprise SharePoint approval workflows can be used for a variety of different purposes. In this post I’m going to show how a SharePoint Policy Approval workflow can be used when a document / policy or procedure is changed.What is SharePoint workflow?Workflows […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 or complete a task first) and the option to select Required or Recommended audiences does not appear then […]
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The Effect of Reset Task on Receipts 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, […]
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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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Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 […]
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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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Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 […]
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