How do you know if new employees have read key documents?When a new employee joins your organization a smooth onboarding process will ensure they transition to their role effectively. The new employee will want to complete the onboarding process quickly so they can begin their new role. You want to ensure they have completed all…
Creating links to external content in Office365From time to time you may need to give the effect of storing documents in SharePoint Online, without them actually being stored in SharePoint Online document libraries. Maybe you have documents in external systems that you want to make available with SharePoint Online. Alternatively, you may have found an…
How to Distribute a Training Video with DocRead OK, so here’s the thing – you’ve created a fabulous training video and you now need to ensure that all relevant staff watch it and follow your guidance.In Office 365/ SharePoint onlineFirst, create a new video library to contain your videos. You can upload your videos directly into…
Five ways to improve internal communications in your organizationSpeak to the HR or Marketing department of most companies and they will tell you the importance they place on good internal communications. Every organization values how it speaks to its own staff, and trumpets the methods it uses to give people a voice. Yet despite these best…
How to manage third-party risk with SharePointSharePoint has long been used as a tool to collaborate and communicate with external third-parties. It’s document management tools make it particularly well suited to co-working on many types of project. It’s flexible permissions, and self contained site structure model lends itself neatly to creating easy to use project…
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…
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….
How to use a ‘Link to a document’ in place of a real document in SharePoint.Note: The information in this post relates to on-premises SharePoint only. If you want to see the equivalent information for SharePoint Online / Office365 / Microsoft 365, please go here.SharePoint is an amazing place to store documents and important information. SharePoint…
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…
The Importance of Versioning with PoliciesWhat is policy versioning?Policy versioning is the practice of assigning a unique version number to each iteration of a policy or procedure. This helps to keep track of changes and updates made to the policy over time. It also helps ensure that policies are up-to-date and compliant with the latest…
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