Using a basic SharePoint workflow to approve a policy change

Using a basic SharePoint workflow to approve a policy changeSharePoint 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 help encourage collaboration on items, documents […]

Manage your Policy Management Lifecycle in SharePoint

Manage your Policy Management Lifecycle in SharePointIf you are one of the many policy management professionals who have been tasked with improving the policy management lifecycle in your organization, then this post will give you some insight into why SharePoint is a cool choice! Firstly, I am a big fan of SharePoint and I also […]

Standard Operating Procedures – A complete guide! – Distribute & Train

Standard Operating Procedures – A complete 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 […]

5 Reasons to use SharePoint for Standard Operating Procedure (SOP) Management

5 Reasons to use SharePoint for Standard Operating Procedure (SOP) ManagementIt is fair to say that with the highly regulated world we live in, for many industries, a good Standard Operating Procedure (SOP) management system and approach is the key to achieving regulatory compliance. When people are looking to implement or improve their SOP management system, […]

Downloadable background templates for your Power BI reports

Downloadable background templates for your Power BI reportsPower BI allows you to create amazing visualizations from your data. Once you have worked out the best way to summarize and display your data, adding a background can make your dashboard really stand out. The examples below show the same information, with and without background images. Hopefully you […]

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 […]

Migrating DocRead from SharePoint 2013 to SharePoint 2019

How to migrate DocRead from SharePoint 2013 to 2016At Collaboris, we strive to follow Microsoft’s lead when it comes to upgrading between product versions. We feel this allows us to provide the level of support that is of consistently high quality. This post explains how to migrate DocRead from SharePoint 2013 to 2019.The steps you need […]

Five ways to improve internal communications in your organisation

Five ways to improve internal communications in your organisationSpeak to the HR or Marketing department of most companies and they will tell you the importance they place on good internal communications. Every organisation values how it speaks to its own staff, and trumpets the methods it uses to give people a voice. Yet despite these best […]

Create a Reporting Hierarchy in Power BI

Create a Reporting Hierarchy in Power BI Creating hierarchies in your Power BI data provides opportunities to further enhance reporting capabilities. For instance, Power BI will automatically calculate a date hierarchy. This will allow you to drill down from annual data, to quarters, months and days. You can also create bespoke hierarchies within your data to […]

Standard Operating Procedures – A complete guide! – Review & Update

Standard Operating Procedures – A complete guide! – SOP 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 […]