How to improve your SOP training using SharePoint

How to improve your SOP training using SharePointA huge problem in business is whether we can be really sure that training on company Standard Operating Procedures (SOP) has genuinely been read, understood and ultimately can be adhered to by staff members.Should we rely on meetings and phone calls?One answer would be to make sure that you interview your […]

Policies and Procedures management in SharePoint – 6 ways we are going to help

Policies and Procedures management in SharePoint – 6 ways we are going to helpOver the last 2 years – whilst helping customers benefit from DocRead for SharePoint – we have discussed the management of policies and procedures (within SharePoint) on several occasions. We have found that some organizations are really struggling to understand how SharePoint can help them […]

Linking a SharePoint Survey to a document

Linking a SharePoint Survey to a document If you have created a survey, quiz or questionnaire using DocSurvey for SharePoint and want to link it to a specific document then you can easily achieve this by following these simple steps. Different versions of SharePoint have different requirements, so scroll down the page to find the ones you […]

How to configure a yearly reminder on a SharePoint document

How to configure a yearly reminder on a SharePoint documentSharePoint Information Management Policies are very useful for automatically performing actions on a document at some point in the future.For example, your organization may conform to ISO 9001 standards which require that documentation should be regularly reviewed and refreshed. It’s also extremely good practice to clean, […]

How to get your DocRead data into Power BI

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 […]

Creating Report Backgrounds for Power BI

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 […]

Display the status of DocRead reading tasks

Display the status of DocRead reading tasks I’m currently trying to learn the basics of Power BI to try and replicate some of my existing reports. I figured I would learn faster by trying help our customers making the most out of DocRead rather than following a set training course covering information I don’t need […]

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 […]

SharePoint Document Reading Dashboard for Power BI

Rich SharePoint content insights with DocRead and Power BIDocRead is an add-on for SharePoint that allows you to target and track content to the right users in your organization.DocRead comes with a report suite that is accessed from the DocRead admin pages inside SharePoint. Whilst powerful out of the box, it’s impossible for the suite […]

Creating a SharePoint Document Library Dashboard

Creating a SharePoint document library dashboardSharePoint provides excellent opportunities to create document repositories. You may already have several document libraries containing all of your important company information. Policies, procedures, SOP’s, and lots of other types of documents can be stored safely and securely in SharePoint.  This in itself leads to more problems! How do your users […]