Manage Policies and Procedures in SharePoint

Manage Policies and Procedures in SharePointNo matter what size your organization, at some point you will need to ensure that certain employees read and acknowledge policies and procedure documents – for example company policies, risk assessments or employee manuals. Depending on your organization, industry and compliance regulations the list of documents can seem endless. Creating […]

Standard Operating Procedures Guide – Review & Update

Standard Operating Procedures Guide – Review ProcessWelcome back to the 7th and final blog on the ‘SOP Pie’. This series of blogs has described the key elements in the SOP lifecycle. Up to now we have been through the who, what and why’s of our SOP, followed by some fine tuning before getting it out […]

Standard Operating Procedures Guide – Distribute & Train

Standard Operating Procedures Guide – Distribute & TrainWelcome back to the 6th in our series of blogs describing the Key elements in the SOP lifecycle. So far we have introduced the ‘SOP pie’ and worked through all the way to having our SOP ready and tested in order to start the roll out. This blog […]

Standard Operating Procedures Guide – Test & Adjust

Standard Operating Procedures Guide – Test & AdjustWelcome back to the 5th in our series of blogs describing the Key elements in the SOP lifecycle. So far we have introduced the ‘SOP pie’ and worked through the first half and hopefully got to the stage where we now have a the first draft of the […]

Standard Operating Procedures Guide – Audience and Authors

Standard Operating Procedures Guide – Audience and AuthorsWelcome back to the third in our series of blogs describing the Key elements in the SOP lifecycle. So far we have introduced the ‘SOP pie’ and discussed Scope & Purpose. This blog will dig further into the 2nd slice – Audience and Authors So let’s start with […]

A list of essential policies for your organization

A list of essential policies for your organizationA policy is a formal rule, requirement or guideline that explains the company standards that must be followed. Company policies should always be consistent with strategic goals and uphold corporate values. They are often set at the highest levels within the organization to ensure corporate ideals are followed.Ensuring […]

DocRead Cockpit release notes – V1.1.3

DocRead Cockpit – Release 1.1.3 In this post, I’ll cover the latest enhancements introduced in the DocRead Cockpit version 1.1.3Export to CSVIn our aim to continue to improve DocRead based on customer feedback we are pleased to announce that we just added the ability to export Assignments and Receipts search results as a CSV file. […]

Keeping track of compliance tasks for new hires in Power BI

Keeping track of compliance tasks for new hires with Power BI Ensuring all of your compliance tasks are completed on time and by the right people can be complicated. Additional complexity arises when new people join the organization, or move within it. However, as with a lot of things, a little control and planning can minimize […]

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 do you know if your new employees have read key documents?

How do you know if new employees have read key documents?When a new employee joins your organization a smooth onboarding process will ensure they transition to their role effectively. The new employee will want to complete the onboarding process quickly so they can begin their new role. You want to ensure they have completed all […]