Introduction to Read and Understood
The timeline below demonstrates the Read and Understood fully automated process:
-
Document Created or Updated Change picked up a midnightContent authors of SharePoint Create/Update a document. The App 'Document Selector' rules control who should receive an Acknowlegement request.
-
Automated Notification EmailsAn Email is sent to all employees required to Acknowledge reading the document.
-
Reminder EmailsSent only to employees who have yet to acknowledge reading the document.
-
Optional Overdue EmailSend an overdue email for those who did not acknowledge within the specified time.
-
Document Summary EmailThe designated summary recipient recieves a email with attached Excel report of who did and did not acknowledge reading the Document.
-
Export Excel ReportsView our Reports, either through the App or download to an Excel file.
Finer detail of the Process
‘Read and Understood’ is fully automated, with the exception of the editorial process of editing/creating the document. The SharePoint App that, once installed and setup, will:
Send an email Notification to employees when a document is updated or created and becomes a major version in SharePoint
The employee can open the document in SharePoint from the email and acknowledge reading the document, again by clicking a link provided in the same email which opens the Read and Understood App.
Reminder emails can be sent to employees how have not acknowleged.
A summary email is sent to the nominated Summary Report Recipient that details those that did or did not Acknowledge.
Update or Add New Documents to a Library
Content editors continue to maintain documents in a SharePoint library as they do currently. The Read and Understood rules will decide which document require users to acknowledge. If you want to just let users know a document has updated, then there is a rule for that too.
Read and Understood also works with videos and other SharePoint content.