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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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 […]
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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 […]
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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 […]
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How to display a comment to users as they complete a reading assignment DocRead can be used to create specific tasks for users requesting that they read and acknowledge key documents. The tasks can relate to policies, procedures or other important information. DocRead is particularly useful where compliance with these documents is essential for legal […]
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DocRead includes a comprehensive, easy to use reporting suite to help you interrogate and understand the status of all reading tasks, descriptions of which can be found in the DocRead Administrators Guide in the Documentation Centre here. If you wish to perform additional queries on the DocRead database we have a SQL database view that […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. If you are considering migrating your SharePoint 2013 Farm to SharePoint 2016 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ to understand how this effects your DocRead and DocSurvey licensing.Preparing your […]
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Why are the audience fields grayed out or disabled?Note: The information in this post relates to DocRead for on-premises SharePoint only. If you have activated DocRead against a SharePoint document library and you are unable to assign audiences to a document because they are disabled then this article explains how to resolve the issue. Only people with DocRead […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. This post describes how to move a site collection, containing DocRead, between two SharePoint Farms. The instructions on this document should first be tested on a test environment that mimics the live environment. Please note that you cannot move individual libraries or sites where […]
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Analysing DocRead Error MessagesNote: The information in this post relates to DocRead for on-premises SharePoint only. Should you encounter any error when using DocRead or DocSurvey, the first place to look for additional information is the Collaboris Error Logs. This is located within SharePoint Central Administration, in the Collaboris Settings menu: From the Collaboris Settings Menu, select […]
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