Policy creation and revisionThis post explains how SharePoint’s document management features can be used to help manage the policies and procedures lifecycle.SharePoint is big, really big!SharePoint is now the worlds most popular document management system. Most organizations are using SharePoint to not only manage their documents but also as an Intranet, search engine, application hosting […]
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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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How to delete a SurveyNote: This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. To delete a survey you first need ensure that it is not attached to any document or else the users will receive an error if they try to complete it via the document […]
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Error Loading Survey: You have already completed this surveyNote: This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. If users are having problems accessing surveys attached to DocRead tasks and receive the following error: Please check that the survey has been created using the option “allow multiple responses” […]
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Automated content targeting in SharePoint with DocRead Reading TasksNote: This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. What is a Reading Task? A DocRead ‘Reading Task’ is something an end-user must complete when they are required (or recommended) to read a document by a specified deadline. […]
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DocRead & DocSurvey V5.0Note: The information in this post relates to DocRead for on-premises SharePoint only. 2nd December 2021 – Build 5.0.21281.2Improvements and bug fixesFixed issues with the web-parts loading overlay in Classic Mode.Fixed issues with dynamically loading data in the task panel. Performance improvements in loading data from web-services.Modern Experience Pack for SharePoint 2019New DocRead task list […]
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How to link fields in a document to an O365 libraryLinking fields in a word document to a document library can save time and also ensure consistency of reporting. This technique is really useful for Policies amongst other use cases. This post will provide the step-by-step instructions you need to follow to link fields to […]
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How to Increase Employee Engagement in Policy Management (part 1) The Connection between Employee Engagement and ComplianceEmployee engagement plays a crucial role in ensuring policy compliance within an organization. When employees are engaged, they are more likely to understand, follow, and support the companies policies and procedures. Engaged employees have a deeper sense of connection and […]
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Cybersecurity best practices : Phishing scamsPhishing scams are fraudulent emails or websites designed to steal sensitive information. In this module, we will discuss how to identify phishing scams and how to avoid falling victim to them. We will also cover best practices for reporting suspicious emails or websites.How to identify phishing scamsPhishing scams are becoming […]
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Increasing Employee Engagement in Policy Management (part 2) Part one of this post covered the connection between employee engagement and compliance, the benefits of involving employees in policy management as well as accessibility and training tips. Read part one here.Gamification and Interactive LearningGamification is a powerful tool that can be used to enhance engagement in […]
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