Summarizing DocRead tasks in Power BI

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 […]

Linking a SharePoint Survey to a document

Linking a SharePoint Survey to a document If you have created a survey, quiz or questionnaire using DocSurvey for SharePoint and want to link it to a specific document then you can easily achieve this by following these simple steps. Different versions of SharePoint have different requirements, so scroll down the page to find the ones you […]

Display the status of DocRead reading tasks

Display the status of DocRead reading tasks I’m currently trying to learn the basics of Power BI to try and replicate some of my existing reports. I figured I would learn faster by trying help our customers making the most out of DocRead rather than following a set training course covering information I don’t need […]

17 HR Policies every organization should have

17 HR Policies every organization should haveGetting your HR processes and employment policies right is essential. After all, most organizations need people to perform services or create products. Ensuring the right people with the right skills (or enthusiasm to learn new ones) are chosen is key to success. This post written by Virginia Ripley, HR Practitioner, […]

SOP Manual

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, […]

How to find out who has completed a SharePoint Survey

How to find out who has completed a SharePoint Survey If you would like to find out who has completed a survey you created with either SharePoint Survey or by using DocSurvey for SharePoint, then hopefully the instructions below will help you: Firstly, ensure you check the box as shown below when you create the survey. […]

Creating a SharePoint Audience for New Employees

How to create a SharePoint Global Audience for New EmployeesAutomatically identifying a ‘new employees’ group in SharePoint can be achieved really easily using the SharePoint Global Audience function. Global Audiences can be automatically compiled based on a set of rules that you specify. The only restrictions are that this data must be captured and maintained in […]

How to target SharePoint content with DocRead

How to target SharePoint content with DocReadHaving amazing content stored in SharePoint is great, but how do you ensure people know where to find it? Targeting SharePoint content to groups of users is easier than you may think!This post shows how easy it is to use DocRead to target documents, or any other content stored in SharePoint. […]

How to adjust the timing of DocRead notification emails

How to adjust the timing of DocRead notification emails The DocRead Notification Scheduler oversees the sending of emails within DocRead. Three timer jobs are used to schedule and issue emails associated with DocRead tasks, they are: 1) New Tasks Job – Responsible for sending emails for new reading tasks. This job, by default, runs once per […]

10 Steps for Implementing Successful SOPs with SharePoint

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 […]