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 […]
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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 […]
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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. […]
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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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Creating Report Backgrounds for Power BIPower BI allows you to create amazing visualizations from your data. You can easily get carried away and create hundreds of different combinations. Once you have worked out the best way to summarize and display your data, chances are your Power BI report screen will look something like this:My report above […]
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The Importance of Versioning with PoliciesWhat is policy versioning?Policy versioning is the practice of assigning a unique version number to each iteration of a policy or procedure. This helps to keep track of changes and updates made to the policy over time. It also helps ensure that policies are up-to-date and compliant with the latest […]
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Summarizing DocRead Task Information in Power BIAll of the DocRead task data is stored in a SQL database, meaning that it is available for further analysis and reporting with Power BI. Here’s how to create a summary of all DocRead tasks showing the reading status (assigned, completed, overdue) in Power BI. The end result will look […]
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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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Leveraging AI for Policy Writing SuccessIn the realm of policy writing, data and documentation are crucial components that demand accuracy, efficiency, and clarity. However, the process of creating comprehensive policy documents can be time-consuming and prone to human error. Enter AI, the game-changer that revolutionizes policy writing success. With the integration of artificial intelligence technology, policy […]
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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 […]
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