Library Dashboard

The library dashboard allows library owners to view the status of all assignments associated with documents or list items stored on a specific SharePoint document library or list.

This post assumes that DocRead has been enabled in the library we want to manage.

To open the Library Dashboard, navigate to the SharePoint library or list you want to view the DocRead assignments for and select DocRead from the top menu.

If DocRead has been activated on this site, the “Library dashboard” will automatically open.

Overview tab

At the top of the overview screen you will see a summary of the number of tasks and their relative proportions. These are presented in coloured boxes, green for completed tasks, blue for recommended tasks, amber for required tasks and red for overdue tasks. Below the summary you will find a list of all tasks assigned to all employees.

Clicking in any of the coloured boxes will filter the list displayed below to only show the tasks for the selected status.

Clicking the “show all incomplete” option will display a list of all outstanding tasks. This will include required tasks that have not yet been completed plus any required tasks that has not been completed and the due date has passed (i.e. are shown as overdue).

Assignments tab

The Assignments tab provides a list of all assignments for items that are stored in this library.

They are prioritised, with overdue assignments shown at the top, followed by required tasks, recommended tasks and finally all assignments that have already been completed.

Searching for assignments

Toggle the search switch to turn on the search options.

You can search by document name, status, user name and audience name.

When searching by document name, you can use partial names, which will help anyone who can’t remember the full name of any item.

Receipts tab

The reading receipts tab provides access to all of the formal confirmations that prove whether an assignment has been completed (or not).

• Positive receipts are generated when an assignment is completed.

• Negative receipts are created when a user no longer has the opportunity to complete an assigned task. These can occur when the user leaves a group or audience, leaves the organization all together, or the document no longer needs to be read.

Searching through receipts

Receipts are also searchable. Toggle the search switch to turn on the search options.

You can search by document name, receipt reason, receipt type, user name and audience name.

When searching by document name, you can use partial names, which will help anyone who can’t remember the full name of any item.

Documents

The Documents tab provides a list of all documents that have been assigned by DocRead from this library and an overview of their reading statistics.

The split coloured bar underneath the document title illustrates the relative completeness of each document.

The statistics give an aggregate status for the document, a percentage incompleteness and the number of tasks in existence for this document. The cog icon on the right can be used to access the document settings detail.