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 […]
Read more
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 […]
Read more
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 […]
Read more
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. […]
Read more
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 […]
Read more
What happens when an audience is removed from a DocRead configured document?Note: The information in this post relates to DocRead for on-premises SharePoint only. This blog post will explain what happens to tasks and reading receipts when a SharePoint Group or SharePoint Global Audience is removed from a previously configured document in DocRead for SharePoint. Let’s assumed […]
Read more
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 […]
Read more
Who has read your key documents?Ensuring the right people have read and understood key documents is key to any compliance process. After spending precious time creating your policies, procedures and other important documents, you need to make sure they have the desired effect. The relevant employees need to thoroughly understand your expectations and standards. Today’s […]
Read more
Create a Reporting Hierarchy in Power BI Creating hierarchies in your Power BI data provides opportunities to further enhance reporting capabilities. For instance, Power BI will automatically calculate a date hierarchy. This will allow you to drill down from annual data, to quarters, months and days. You can also create bespoke hierarchies within your data to […]
Read more
How to delete a SurveyNote: This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. To delete a survey you first need ensure that it is not attached to any document or else the users will receive an error if they try to complete it via the document […]
Read more
