How to Add Users to a SharePoint Group

How to Add Users to a SharePoint GroupThis blog post explains how to add users to a SharePoint group! Treat it as a quick-reference guide. You can find step-by-step instructions for both SharePoint online and on-premises versions of SharePoint below.SharePoint Online 1. First, log in as an administrator and navigate to the site where the […]

10 Powerful Strategies to Boost Employee Compliance

10 Powerful Strategies to Boost Employee Compliance Ensuring that employees comply with company policies is a common challenge faced by many organizations. For example, despite implementing strict security protocols, employees might ignore multi-factor authentication, leaving the company vulnerable to breaches. In another case, an organization may have clear data-handling policies, but employees may inadvertently mishandle customer […]

DocRead Cockpit release notes – V1.1.3

DocRead Cockpit – Release 1.1.3 In this post, I’ll cover the latest enhancements introduced in the DocRead Cockpit version 1.1.3Export to CSVIn our aim to continue to improve DocRead based on customer feedback we are pleased to announce that we just added the ability to export Assignments and Receipts search results as a CSV file. […]

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 […]

Creating a SharePoint Audience for New Employees

How to create a SharePoint Global Audience for New EmployeesAutomatically identifying a ‘new employees’ group in SharePoint can be achieved really easily using the SharePoint Global Audience function. Global Audiences can be automatically compiled based on a set of rules that you specify. The only restrictions are that this data must be captured and maintained in […]

How to automatically assign reading tasks to new employees

How to automatically assign reading tasks to new employees“We are currently using DocRead to manage an employee handbook. We have a group of every user in the company we have sent the handbook out to a couple weeks or so ago. This coming week we have 2 new users starting that we want to read and acknowledge […]

Advanced DocRead reporting with Power BI

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 […]

DocRead 365 release notes – V1.0.16

DocRead SharePoint App – Release 1.0.16 In this post, I’ll cover the latest enhancements introduced in the DocRead SharePoint app version 1.0.16Search by user group name instead of audience name We have listened to customer feedback and upgraded the search feature in the SharePoint app. Now, you can look for assignments and receipts by user […]

Troubleshooting Emails from DocRead – useful things to check for

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. […]

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 […]