Have you ever had a document that needed to be read by certain people, but you didn’t have proof that they had read it? The SharePoint Mandatory Read Module allows administrators to assign specific documents to a group of users, forcing the users to read them and confirm that they have done so.
Keep reading for information on how it works.
SharePoint Mandatory Read on Hub Intranet Home Page
Accepting a Mandatory Read Task
When a task is created, a SharePoint Mandatory Read Web Part will appear on the Intranet Home Page. This will be hidden when there are no tasks available for the user.
A user must first click on the link to the document. This will open the document in a new tab for it to be read. Once the document link has been clicked, the “Confirm” button will change from inactive to active.
A user must click on the “Confirm” button and accept the on-screen prompt to close the task. The task will then be removed from the list – if this is the last remaining task then the Web Part will then hide itself again.
Each time a user presses “Confirm”, a new item will be added to the Mandatory read Acknowledgement List for reporting purposes.
SharePoint Mandatory Read
Adding a Mandatory Read Task
Completing the Form
It is advised that the user is working in multiple tabs/windows at this stage, this will allow for the copy of URLs from one location to another.
- Navigate to the Mandatory Read SharePoint List
- Click to add a new item
- Fill in all required data within the form that appears
Note: The Mandatory Read Module will only support SharePoint Users & SharePoint Groups. Active Directory and Office 365 groups are yet to be supported. E.g. “Everyone” or “Everyone Except External Users” cannot be used.
- Click Save once all fields are completed
Copying the Document URL
Currently, SharePoint Lists and Libraries can be displayed within Classic View or the New Experience.
If you wish to copy a document URL from Classic View you must;
- Navigate to the Documents location
- Click on the Ellipsis Menu (. . .) and open up the Preview Panel
- Select and copy the URL that appears
If you wish to copy a document URL from the New Experience you must;
- Navigate to the Documents Location
- Click on the Ellipsis Menu (. . .) and open up the menu
- Click on Get a Link
- Copy the Link that appears
Mandatory Read Task – Status
Each Mandatory Read Task has a “Status” that is automatically defaulted to “Active”, meaning that the Task will appear for all defined users who are yet to complete it.
If the “Status” is set to either “Completed” or “Cancelled” then the task will not appear. It is recommended to manually set tasks to “Completed” once all users have performed their Read Activity. This will just safeguard the speed of your Intranet Page where the Mandatory Read Web Part is placed.
Please make use of the packaged reporting to identify when a task has been confirmed as read by all participants.
If a new employee joins the organisation and is added to a group that has been used for a Mandatory Read Task, then you can set the “Status” of that task back to “Active” this will then enable that to appear for all new staff members who did not have the chance to Read and Confirm previously.
Thursday 1st March – 1PM GMT
AMT will be hosting a webinar on The Hub (a SharePoint Intranet) where we will show you all the tools and features it has to offer, including mandatory read. If you are interested, please register by clicking here or by clicking on the image above.