Avoid the SOP management Mistakes

Avoid the SOP Management MistakesOf course, in any work environment, when creating and updating Standard Operating Procedures,  there are numerous considerations; many ways to get it right and many ways to get it wrong. This blog is to highlight some of the most common areas people and teams fail in their SOP management.Not Using The Full […]

Distributing and tracking your policies and procedures with DocRead and SharePoint

Distributing and tracking your policies and procedures with DocRead and SharePointAfter your policy has been created, reviewed and approved. It should be moved to a policies and procedures site within your main SharePoint Intranet and targeted to the relevant users with DocRead.  Target the policy to the relevant usersTo target your policy to the relevant […]

How to utilise audience targeting in SharePoint

How to utilise audience targeting in SharePointThis article will explain how to setup and configure audience targeting in SharePoint 2010. Before I get started with the guide, I’d like to mention that an Audience is a part of the User Profile Service Application. To manage a SharePoint Audience you will need to open Central Administration website Application Management—–> Manage […]

How to add a web part to every users MySite in 5 minutes

How to add a web part to every users MySite in 5 minutesThis post will outline how to add a web part to every users MySite. The web part we are going to add is the standard DocRead Reading Tasks web part, but this process can be applied to any web part in SharePoint.MySite host […]

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 […]

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 […]

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 […]