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 […]
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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, […]
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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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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. […]
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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 […]
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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. […]
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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 […]
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SOP Implementation in SharePoint: 10 Steps That Actually Stick Successful SOP implementation comes down to ten steps: define the purpose, understand the audience, choose a usable format, engage the right authors, structure the content, write plainly, test with real users, store it where people actually look, prove it was read, and confirm it was understood. […]
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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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