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Updated by Mark Jones on Feb 01, 2021
Mark Jones Mark Jones
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Great uses for DocRead

Describes all of the different types of documents that can be distributed and tracked with DocRead for SharePoint.

Employee Handbook

One of the biggest challenges facing organizations today is not the creation and maintenance of the employee handbook, but how to ensure employees read and acknowledge / agree to it. Traditionally this has been achieved by creating a glossy brochure and requesting employees return a separate advice slip confirming they have read the document which is then stored for future reference. However more and more organizations are turning to electronic solutions to provide a more efficient and cost effective approach.

Bribery Act Compliance

The Bribery Act came into force in the UK on 1st July 2011. The Act now makes it illegal for organisations to allow their associated persons (employees, contractors, third parties etc.), to bribe another person (usually to win business). However, if an organisation can prove that they have adequate procedures in place to educate and train those persons from bribing others, then they can indemnify themselves against prosecution.

Health and Safety Documents and Training Videos

This requires a publishing page, web part page or a wiki to be developed. Within that page a training video can be embedded. DocRead can then send the page to a group of users.


IT Policies

IT Policies

DocRead can be used to send general IT policies about Email, Internet and Equipment Usage. As well as policies and procedures about the security of data.


Track Mandatory Training

Track Mandatory Training

"We are also using DocRead to track any mandatory classroom training. In this case, the organizer of the classroom training will fill out a document with which groups will be trained, we add a document to a separate DocRead enabled library titled ‘Corporate Training’ with the date, time and topic of the classroom training, and the user confirms their attendance using DocRead so we have the record for auditing purposes." -customer in pharmaceutical industry

HIPAA (Health Information Privacy)

The Health Insurance Portability and Accountability Act (HIPAA) is an act intended to allow individuals to more easily transfer health care information from one insurer or provider to another, while keeping that information protected and confidential. Over the course of its lifetime, HIPAA has been developed and expanded to address and clarify various issues that have arisen. This has led to the HIPAA Security Rule, the Patient Safety and Quality Improvement Act (which produced the Patient Safety Rule), and, most recently, the implementation of ARRA-HITECH. HIPAA, itself, has come to refer primarily to the Privacy Rule, which is what this article will cover.

Code of Conduct Regulations

"A code of conduct is a set of rules outlining the responsibilities of or proper practices for an individual, party or organization. Related concepts include ethical codes and honor codes." Wikipedia


Standard Operating Procedures (SOP)

Standard Operating Procedures (SOP)

Most industries have Standard Operating Procedures that they require their employees to comply with.

For example, in manufacturing you may have procedures around Provision and Use of Work Equipment Regulations 1998 (PUWER), RA (Risk Assessment),
Safe Systems of Work (SSOW), SOP, 5S methodology and "Hot Working"

Compliance of these procedures usually manifests itself in the form of on-line training or documentation that must be complied with. DocRead can help with bot.

"A work instruction is a tool provided to help someone to do a job correctly. This simple statement implies that the purpose of the work instruction is quality and that the target user is the worker." - Explainers


Program Plans

Program Plans

Program planning is deciding what needs to be done, and who does what, when and where. The two key elements in successful program planning are the program or project itself and the interest and involvement of group members.


Project Documentation

Project Documentation

Most projects generate lots of documentation at various stages in the life-cycle. For example, at the start of a project a 'requirements specification' may be developed. In order to move to the next stage, it's important that involved parties 'sign-off' on specification. This can easily be achieved with DocRead by uploading it to SharePoint and sending it to the project team.


On-boarding and induction training

On-boarding and induction training

When new employees join a company they are required to read and agree to many HR policies and procedures. DocRead makes this a very simple process as the right documentation can be assigned to a "new starters" group. Once the employee enters the group they are then required to do the reading, with no manual intervention required.

Drug-Free Workplace Act (DFWA)

The Drug-Free Workplace Act (DFWA) was established to ensure that any qualifying organization with federal contracts maintains a drug-free working environment. DFWA guidelines require that all individuals or organizations receiving federal grants, and any individual or organization with a federal contract over $100,000 working within the U.S., must comply with DFWA regulations.

Equal Employment Opportunity Commission (EEOC)

The Equal Employment Opportunity Commission (EEOC) is a government agency charged with enforcing federal anti-discrimination in employment laws. The EEOC also develops regulations to best implement the federal laws under its jurisdiction.

The Employee Retirement Income Security Act (ERISA) is federal legislation that establishes a minimum standard for pension plans. ERISA applies only to employers who offer pension plans and does not require that an employer have a pension plan.

Health and Safety at work etc. Act

The Health & Safety at Work etc. Act 1974 requires all employers to ensure, so far as is reasonably practicable, the health, safety and welfare at work of all their employees.

Fair Labor Standards Act (FLSA)

The Fair Labor Standards Act (FLSA), also known as the Wage and Hours Bill, sets requirements for federal minimum wage, overtime pay, and employers’ recordkeeping responsibilities, in addition to setting youth employment standards.

Family and Medical Leave Act (FMLA)

The Family and Medical Leave Act (FMLA) was enacted to provide a qualifying employee with up to 12 weeks of job-protected, unpaid leave during any 12 month period in order to care for the employee’s child, spouse, immediate family member, or self. The FMLA also provides for the employee’s health benefits to be maintained during the leave.

The Occupational Safety and Health Administration (OSHA) was created by the passage of the Occupational Safety and Health Act of 1970. OSHA is tasked with assuring safe and healthful working conditions for the American people, and achieves this by setting and enforcing standards for workplace safety.

Sarbanes–Oxley Act (SOX)

The Sarbanes-Oxley Act (SOX) was created to “protect investors by improving the accuracy and reliability of corporate disclosures…” SOX applies to the financial and accounting departments of corporations (public or private), as well as accounting, investment and tax firms.

Sexual Harassment Policy

The Department of State is committed to providing a workplace that is free from sexual harassment. Sexual harassment in the workplace is against the law and will not be tolerated. When the Department determines that an allegation of sexual harassment is credible, it will take prompt and appropriate corrective action.


Drug and alcohol Policy

Drug and alcohol Policy

This is usually a policy drafted by the employer stating that the use of recreational drugs and alcohol is not permitted within given time constraints and locations.

DocRead for SharePoint

DocRead for SharePoint : The leading Policy and Procedure Solution for SharePoint. Use the collaboration features of SharePoint and the power of DocRead to distribute and track policies and procedures to groups of users.


Allergy Management Policy

Allergy Management Policy

A policy detail how to manage allergies in he workplace.

  • I have spent many many hours working as a SharePoint Developer Architect and Consultant for lots of organisations in the UK such as the NHS, Tarmac, O2, Lloyds of London, Lloyds TSB, BT etc.


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