Automated content targeting in SharePoint with DocRead Reading TasksNote: This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. What is a Reading Task? A DocRead ‘Reading Task’ is something an end-user must complete when they are required (or recommended) to read a document by a specified deadline. […]
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DocRead Architecture Design DocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. DocRead can distribute, process, track and report on reading tasks for 1000’s of end users at a time. To cope with volume an enterprise architecture was designed and implemented. […]
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How to get employees to read and agree to your employee handbook with SharePointOne of the biggest challenges facing organizations today is not the creation and maintenance of the employee handbook, but how to ensure employees read and acknowledge / agree to it. Traditionally this has been achieved by creating a glossy brochure and requesting […]
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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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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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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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