Summarizing DocRead tasks in Power BI

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 […]

Creating an Audience report for your document

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 […]

Create a Reporting Hierarchy in Power BI

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 […]

How to delete a Survey

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 […]

Error Loading Survey: You have already completed this survey

Error Loading Survey: You have already completed this surveyNote:  This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. If users are having problems accessing surveys attached to DocRead tasks and receive the following error: Please check that the survey has been created using the option “allow multiple responses” […]

Automated content targeting in SharePoint with DocRead Reading tasks

Automated content targeting in SharePoint with DocRead Reading TasksNote:  This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. What is a Reading Task? A DocRead ‘Reading Task’ is something an end-user must complete when they are required (or recommended) to read a document by a specified deadline. […]

RN30: DocRead and DocSurvey for SharePoint V5.0 (5.0.21281.2).

DocRead & DocSurvey V5.0Note: The information in this post relates to DocRead for on-premises SharePoint only. 2nd December 2021  – Build 5.0.21281.2Improvements and bug fixesFixed issues with the web-parts loading overlay in Classic Mode.Fixed issues with dynamically loading data in the task panel.  Performance improvements in loading data from web-services.Modern Experience Pack for SharePoint 2019New DocRead task list […]

How to target SharePoint content with DocRead

How to target SharePoint content with DocReadHaving amazing content stored in SharePoint is great, but how do you ensure people know where to find it? Targeting SharePoint content to groups of users is easier than you may think!This post shows how easy it is to use DocRead to target documents, or any other content stored in SharePoint. […]

The Effect of Reset Task on Receipts

The Effect of Reset Task on ReceiptsReset task can be really useful if you already have a policy assigned by DocRead to the relevant audience and simply need to update / refresh the policy and get everyone to re-acknowledge the new policy. Before we look at what changes when you reset a task, let’s take a […]

Permission levels required to create a Survey in SharePoint

Permission levels required to create a Survey in SharePointThe permissions to create Surveys are controlled by SharePoint itself. By default SharePoint allows users with the “Contributor” right to create Surveys in a site (so any member of the SharePoint Site Members group will get this permission by default). Using enhanced quiz / survey features in SharePoint using […]