Category Archives for "SharePoint"

How to Manage Policy Exceptions in Microsoft 365 Without Losing Audit Control

How to Manage Policy Exceptions in Microsoft 365 Without Losing Audit Control Policies are designed to establish consistent expectations across an organization. But in practice, there will always be situations where an employee, department, or business unit needs to operate differently from the standard policy.These exceptions can be legitimate. A particular role may require a […]

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Contractor Policy Acknowledgment: How to Track Compliance for Third Parties

Contractor Policy Acknowledgment: How to Track Compliance for Third Parties Organizations often rely on contractors, consultants, suppliers, vendors, and other third parties to support day-to-day operations. While these external workers may not be employees, they can still be subject to important organizational policies, particularly those relating to information security, health and safety, data protection, confidentiality, […]

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The Difference Between Governance Infrastructure and Governance Theater

The Difference Between Governance Infrastructure and Governance Theater Most organizations don’t lack governance. They lack effective governance.On paper, everything looks solid. Policies are written. Committees exist. Tools are deployed. Dashboards are green. In practice, much of this is governance theater—activity that looks responsible but doesn’t actually control risk. The difference between governance infrastructure and governance […]

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Creating a Policy Approval Workflow with Power Automate

Policy Approval WorkflowAutomated policy approval workflows offer several benefits that can significantly enhance the efficiency and accuracy of policy creation within an organization. Here are some of the key advantages:Increased Efficiency: Automation speeds up the document approval process by eliminating manual steps. This results in quicker turnaround times for document approvals.Reduced Errors: Automated workflows minimize […]

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Creating policy review reminders in SharePoint

Creating policy review reminders in Office 365You might want to set up a reminder process to ensure you don’t forget to review a policy. However, creating reminders for starting a policy review process can bring many benefits, including: Ensures Compliance: Regular reminders help ensure that policies remain compliant with current laws and regulations. This in turn […]

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SOP Implementation in SharePoint: 10 Steps That Actually Stick

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. At this point, although things appeared to be working, we encountered a few issues during testing. We also needed to make DocRead look and feel like a […]

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SOP Implementation in SharePoint: 10 Steps That Actually Stick

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. […]

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