sharepoint policy compliance with docread

DocRead

Policy Compliance For SharePoint

How to ensure your most important policies

are read and acknowledged with DocRead

What does DocRead do?

Allows different types of content to be targeted to

specific groups of users

Office documents

PDF’s

Web pages

Videos

2DocRead - Policy Compliance for SharePoint

From a Users point of view

Information is relevant to them

Given a set amount of time to read / view content

They can confirm that they have read a document

Receive a record of confirmed readership

Reading receipts are issued confirming completion of

tasks (also negative receipts when tasks are not

completed before the task is removed)


The Benefits for your organisation

Information is targeted to the relevant employees

Email reminders can be used when tasks are

allocated, completed or fall overdue

Administrator reports can be used to monitor the

completion of tasks and to highlight outstanding items

Reading receipts (positive and negative) are stored in

a secure database


Adding Documents to a DocRead enabled document library is really easy. DocRead

simply adds two additional sections towards the bottom of the normal SharePoint

‘add document’ screen for you to select your target audiences and also allocate the

amount of time each user has to complete the task.

5

Adding Documents to DocRead

DocRead - Policy Compliance for SharePoint

Reading tasks

This shows the reading task window viewed by a user. Users must confirm

that they have completed a task before a reading receipt is issued.


The dashboard summarises reading information, drill down functions allow

further in depth analysis by user or reading task.

7

DocRead Reporting


This shows all assigned reading tasks to a DocRead Administrator. The

report contains search and filter options and may also be exported into

various formats.

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Site Reading Report


Email notifications


DocRead can also send email notifications for assigned, completed

and overdue tasks.

New Employees


DocRead can be used to recognise when new employees are added to

Active Directory and allocates all relevant reading tasks to them, giving

them the same amount of time to read and confirm tasks as when it was

originally assigned. * this relies on correct configuration of SharePoint Groups or Audiences.

Employee Moves DepartmentDocRead recognises when employees move between departments and

allocates all relevant reading tasks to them.

Records for completed tasks move with them.

Tasks for incomplete, non relevant items are removed and new tasks

relating to the new department are created.

Reset Task

To update an already issued task

Amend the policy, ensure it is checked in

Edit properties and select reset task

Process site readerships

The ‘old’ version will be removed, positive and

negative reading receipts will be created and kept

All required and recommended tasks will be

reissued, regardless of whether the ‘old’ task had

been completed


Deleting a task

To remove historic reading tasks

The task will be deleted from users task lists

Positive or negative reading receipts will be

generated and stored in a secure database


To find out more about DocRead:

DocRead product page

http://www.collaboris.co.uk/products/docread

DocRead factsheet

http://www.collaboris.co.uk/docs/default-

document-library/docread-fact-sheet---1-

page.pdf?Status=Master

Three minute overview screencast

http://www.youtube.com/watch?feature=player_pr

ofilepage&v=XYObICiWM6Q




http://www.collaboris.co.uk/docs/default-document-library/docread-fact-sheet---1-page.pdf?Status=Master














http://www.youtube.com/watch?feature=player_profilepage&v=XYObICiWM6Q



www.collaboris.co.uk.


sharepoint policy compliance with docread

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