How to import your DocRead data into Power BI The DocRead reporting suite provides several different 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. For more in-depth reporting needs linking your DocRead databases to Power BI […]
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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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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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Announcing the new DocRead 365 Analytics ModuleWe are thrilled to announce the release of our brand-new DocRead Analytics Module add-on! This powerful new feature gives our DocRead 365 customers the ability to create their own employee compliance reports using Power BI, adding a level of flexibility and customisation that many of our customers have been […]
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DocRead & DocSurvey V4.0Note: The information in this post relates to DocRead for on-premises SharePoint only. 21st of May 2021 – Build 4.0.21142.7 New Functionality and what has changed in this version of DocReadDocRead document context menu options (Reading Requirements and DocRead Settings) now fully working in SharePoint 2019DocRead document context menu options now available in the […]
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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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Microsoft Purview vs Policy Acknowledgment Software: What Each Tool Does (and Doesn’t) Do Microsoft 365 gives organizations a lot of compliance tools. But not every compliance problem is the same.Microsoft Purview can help organizations classify sensitive information, manage retention, investigate activity, and meet broader regulatory and compliance requirements.But what happens when the question is much […]
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SOP Implementation in SharePoint: 10 Steps That Actually Stick Successful SOP implementation comes down to ten steps: define the purpose, understand the audience, choose a usable format, engage the right authors, structure the content, write plainly, test with real users, store it where people actually look, prove it was read, and confirm it was understood. […]
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DocRead vs PowerDMS: Policy & Training Tools Comparison Many organizations already pay for Microsoft 365 and use SharePoint for document management. DocRead (plus DocSurvey) builds on SharePoint to deliver policies, track acknowledgements, and add quizzes—without adding a new platform.PowerDMS is a standalone suite that requires separate licenses, employee training, and ongoing admin support. Total cost […]
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What Challenges Do Organizations Face When Managing Policies in SharePoint? SharePoint is the natural home for storing policies and procedures for many. It’s already part of Microsoft 365, familiar to employees, and provides robust document management capabilities such as version history, permissions, metadata, and search.However, storing policies is only one aspect of policy management. The […]
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