Standard Operating Procedures Guide

Standard Operating Procedures – A complete guideStandard Operating Procedures (SOP) are key to many businesses these days. Not only do they document the successful process to maintain a quality product, output or procedure. In many circumstances they are the key to ensuring regulatory compliance. This SOP guide provides an overview of the creation process.The creation of […]

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 […]

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 […]

Creating links to external content in Office365

Creating links to external content in Office365From time to time you may need to give the effect of storing documents in SharePoint Online, without them actually being stored in SharePoint Online document libraries. Maybe you have documents in external systems that you want to make available with SharePoint Online. Alternatively, you may have found an […]

How to Distribute a Training Video with DocRead for SharePoint

How to Distribute a Training Video with DocRead OK, so here’s the thing – you’ve created a fabulous training video and you now need to ensure that all relevant staff watch it and follow your guidance.In Office 365/ SharePoint onlineFirst, create a new video library to contain your videos. You can upload your videos directly into […]

Five ways to improve internal communications in your organisation

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

How to manage third-party risk with SharePoint

How to manage third-party risk with SharePointSharePoint has long been used as a tool to collaborate and communicate with external third-parties. It’s document management tools make it particularly well suited to co-working on many types of project. It’s flexible permissions, and self contained site structure model lends itself neatly to creating easy to use project […]

Advanced DocRead reporting with Power BI

Advanced DocRead reporting with Power BI  The DocRead reporting suite provides several reports to help you manage your compliance tasks. The out-of-the-box reporting options allow administrators and line managers to track progress with real-time reports. Whilst powerful out of the box, it’s impossible for the suite to cover more customised reporting requirements. That’s where Power BI comes […]

Troubleshooting Emails from DocRead – useful things to check for

Troubleshooting Emails from DocRead – useful things to check forIf you are expecting emails to be sent out to individuals who have been assigned Reading Tasks and they aren’t – use this post to troubleshoot the most common causes. Please note – a log file will be output to the “C:\ProgramData\Collaboris\DocRead Scheduler\Logs” directory by default. […]

How to use a ‘Link to a document’ in place of a real document in SharePoint.

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 […]