Category Archives for "SharePoint"

Policy and Procedures : Using SharePoint Search to find policies quickly

Policy and Procedures : Using SharePoint Search to find policies quicklyAs part of an on-going series of posts illustrating how SharePoint can help manage the life-cycle of a policy, this post explains how SharePoint can meet the requirement below: “It should be possible to find a policy in seconds“. To view all of the features […]

Continue reading

Regulatory Compliance – Auditing

Regulatory Compliance – Auditing The ability to verify and follow through a series of events to prove compliance (or not!) is essential. Historical records detailing who, what and how an event occurred are required by most regulatory bodies. Although the word ‘Audit’ sometimes sends a shiver down many a hardened business professionals’ back, immense comfort […]

Continue reading

Regulatory Compliance – Top 10 Features

Regulatory Compliance – Top 10 FeaturesThis series of blog post will highlight 10 features that SharePoint has in order to allow regulatory compliance. There are in fact, many regulations that require compliance for an organisation, these will depend on the type of industry, the country and/or type of business that the organisation is involved with. […]

Continue reading

Regulatory Compliance – Information Management Policies

Regulatory Compliance – Information Management Policies Information Management Policies in SharePoint in my experience, are not used that heavily, but are an extremely easy way to apply policies to your documents. They are accessible from ‘Library Settings’ and are configurable per content type. For example, this means that all ‘documents’ in the library will have the policy applied. […]

Continue reading

What is a SharePoint Audience ?

What is a SharePoint Audience ?A SharePoint Audience is dynamically populated group of Users that are defined based on a set of ‘rules’ that define who is a member of that Audience. Audiences are only available in SharePoint Standard and above or MOSS. Once an Audience is configured it can then be manually compiled, or […]

Continue reading

Upgrading a custom application to SharePoint 2013

Upgrading a custom application to SharePoint 2013Just before Christmas I was tasked with the wonderful job of getting DocRead (our Policy Management Software for SharePoint) working on SharePoint 2013. I had actually tackled this a couple of weeks before when I reported this here : ‘DocRead’s first day on 2013’. At this point, although things appeared […]

Continue reading

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 […]

Continue reading

How to Create a SharePoint User Group

How to Create a SharePoint User GroupDocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of the […]

Continue reading