{"id":1377796,"date":"2024-05-27T11:31:37","date_gmt":"2024-05-27T11:31:37","guid":{"rendered":"https:\/\/www.collaboris.com\/?p=1377796"},"modified":"2024-07-01T13:03:16","modified_gmt":"2024-07-01T13:03:16","slug":"policy-lifecycle-sharepoint-2","status":"publish","type":"post","link":"https:\/\/www.collaboris.com\/policy-lifecycle-sharepoint-2\/","title":{"rendered":"Build a policy lifecycle solution with SharePoint and Microsoft 365 &#8211; Part 2"},"content":{"rendered":"<h1>Build a policy lifecycle solution with SharePoint and Microsoft 365 &#8211; Part 2<\/h1>\n<p><span><a href=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2023\/05\/process-standardization-scaled.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" alt=\"\" data-id=\"1374717\" width=\"1080\" data-init-width=\"2560\" height=\"403\" data-init-height=\"956\" title=\"Process standardization\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2023\/05\/process-standardization-scaled.jpg\" data-link-wrap=\"true\" data-width=\"1080\" style=\"aspect-ratio: auto 2560 \/ 956;\" data-height=\"403\"><\/a><\/span><\/p>\n<p data-pm-slice=\"1 1 []\" dir=\"auto\" style=\"\">Welcome to part two of this series explaining how to create an effective policy lifecycle. Click <a href=\"https:\/\/www.collaboris.com\/policy-lifecycle-sharepoint-1\/\" target=\"_blank\" rel=\"noopener\">here<\/a> to read part one if you missed it.<\/p>\n<h3>How to create a policy lifecycle solution with SharePoint and Microsoft 365 &#8211; series<\/h3>\n<ol>\n<li style=\"\"><a href=\"\/policy-lifecycle-sharepoint-1\/\" target=\"_blank\" style=\"outline: none;\" rel=\"noopener\">Research and create<\/a><\/li>\n<li style=\"\">Collaborate and approve (this post)<\/li>\n<li style=\"\"><a href=\"\/policy-lifecycle-sharepoint-3\/\" target=\"_blank\" style=\"outline: none;\" rel=\"noopener\">Target acknowledge and track<\/a><\/li>\n<\/ol>\n<h2>Stage 2: Collaborate and Approve<\/h2>\n<p>Now that you have a dedicated and, above all, secure (from those who are not working on the policy document) location to work in, the item you are working on may need to undergo several iterations and be worked on by different people. This collaboration can take the form of word processing, exchanges of messages, notes and discussion points, meetings, telephone calls, walk-throughs, interviews, and so on.<\/p>\n<p>When the document is ready for approval, it will need to be signed off by various stakeholders in the organization.<\/p>\n<p>If the policy does not get approved for any reason, further amendments will be needed until it is \u2018signed off.\u2019 Once the policy is approved it is then ready to move into the next stages \u2013 Distribute and track.<\/p>\n<h3><a name=\"collaboration-shortcuts\" style=\"outline: none;\">Collaboration shortcuts<\/a><\/h3>\n<p>To assist in the collaboration and approval phase of a new (or existing) policy the following solution is recommended based on SharePoint. All of the SharePoint capabilities discussed previously will be utilized to help with this solution.<\/p>\n<p>__CONFIG_colors_palette__{&#8220;active_palette&#8221;:0,&#8221;config&#8221;:{&#8220;colors&#8221;:{&#8220;16871&#8221;:{&#8220;name&#8221;:&#8221;Accent Darker&#8221;,&#8221;parent&#8221;:&#8221;43816&#8243;,&#8221;lock&#8221;:{&#8220;saturation&#8221;:0}},&#8221;43816&#8243;:{&#8220;name&#8221;:&#8221;Main Accent&#8221;,&#8221;parent&#8221;:-1},&#8221;4592d&#8221;:{&#8220;name&#8221;:&#8221;Accent Lighter&#8221;,&#8221;parent&#8221;:&#8221;43816&#8243;,&#8221;lock&#8221;:{&#8220;lightness&#8221;:1,&#8221;saturation&#8221;:1}}},&#8221;gradients&#8221;:[]},&#8221;palettes&#8221;:[{&#8220;name&#8221;:&#8221;Default&#8221;,&#8221;value&#8221;:{&#8220;colors&#8221;:{&#8220;16871&#8221;:{&#8220;val&#8221;:&#8221;rgb(3, 3, 3)&#8221;,&#8221;hsl_parent_dependency&#8221;:{&#8220;h&#8221;:80,&#8221;l&#8221;:0.01,&#8221;s&#8221;:-0.05}},&#8221;43816&#8243;:{&#8220;val&#8221;:&#8221;rgb(171, 212, 107)&#8221;,&#8221;hsl&#8221;:{&#8220;h&#8221;:83,&#8221;s&#8221;:0.5497,&#8221;l&#8221;:0.6255,&#8221;a&#8221;:1}},&#8221;4592d&#8221;:{&#8220;val&#8221;:&#8221;rgb(244, 250, 235)&#8221;,&#8221;hsl_parent_dependency&#8221;:{&#8220;h&#8221;:84,&#8221;l&#8221;:0.95,&#8221;s&#8221;:0.58}}},&#8221;gradients&#8221;:[]},&#8221;original&#8221;:{&#8220;colors&#8221;:{&#8220;16871&#8221;:{&#8220;val&#8221;:&#8221;rgb(29, 23, 12)&#8221;,&#8221;hsl_parent_dependency&#8221;:{&#8220;h&#8221;:38,&#8221;s&#8221;:0.41,&#8221;l&#8221;:0.08,&#8221;a&#8221;:1}},&#8221;43816&#8243;:{&#8220;val&#8221;:&#8221;rgb(255, 204, 102)&#8221;,&#8221;hsl&#8221;:{&#8220;h&#8221;:40,&#8221;s&#8221;:1,&#8221;l&#8221;:0.7,&#8221;a&#8221;:1}},&#8221;4592d&#8221;:{&#8220;val&#8221;:&#8221;rgb(250, 246, 236)&#8221;,&#8221;hsl_parent_dependency&#8221;:{&#8220;h&#8221;:42,&#8221;s&#8221;:0.58,&#8221;l&#8221;:0.95,&#8221;a&#8221;:1}}},&#8221;gradients&#8221;:[]}}]}__CONFIG_colors_palette__  <\/p>\n<h3 style=\"color: var(--tcb-color-8) !important; --tcb-applied-color: var$(--tcb-color-8) !important;\"><span style=\"\">Tired of reminding staff to <strong>read your company policies?<\/strong><\/span><\/h3>\n<p style=\"text-align: center;\">DocRead makes compliance simple<\/p>\n<p>  <a href=\"\/products\/docread\/\" style=\"border-radius: 0px; overflow: hidden;\" target=\"_blank\" rel=\"noopener\"> <span style=\"\"><span style=\"\">See how<\/span><\/span> <\/a>   <\/p>\n<h3>Assign reference documents with DocRead for SharePoint<\/h3>\n<p>One problem facing the policy owners is how to get team members to read and understand reference or guidance documentation before contributing to the policy e.g. \u201cPlease take the following steps, you have x amount of time and I would like y as the feedback\u201d.<\/p>\n<p>To solve this, an add-on solution &#8211; DocRead for SharePoint &#8211; can be used to assign documents relevant for research or background to the policy to those who you wish to work on the policy.<\/p>\n<p>Once assigned, DocRead gives the members of the group time to read and acknowledge the document. Once the user acknowledges and confirms the document a receipt is securely generated and stored in the DocRead database.<\/p>\n<p>This means you can be consistent in your messages from start to finish in your collaboration phase. You will also know who is up to speed and who isn\u2019t \u2013 without needing to assign new emails each time a member joins or have to worry about \u2018on-boarding them\u2019 into the team.<\/p>\n<p>You simply set up your \u2018reviewers\u2019 group in SharePoint, assign your guidance and DocRead will manage the rest for you. You can use reports to see who has joined\/left the group and ensure people are reading your guidance.<\/p>\n<p>The screenshot below illustrates how easy it is to assign reference documentation to users.<\/p>\n<p>In this example, the \u2018First aid at work guidance\u2019 document is required to be read by the staff in the \u2018First aid at work workspace members\u2019 group. These staff members have 3 days to read and acknowledge the document from the day they join the group. After that it will be overdue and reminders will be issued. If new team members join the project at later date, then they will automatically be given 3 days to read and acknowledge it.<\/p>\n<p><span><img decoding=\"async\" alt=\"Image showing the due date for a compliance assignment\" data-id=\"1377810\" width=\"1080\" data-init-width=\"1448\" height=\"691\" data-init-height=\"927\" title=\"image-20240520161506909\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/05\/image-20240520161506909.png\" data-link-wrap=\"true\" data-width=\"1080\" data-height=\"691\" style=\"aspect-ratio: auto 1448 \/ 927;\"><\/span><\/p>\n<p>From the end-user perspective, DocRead web parts can be placed anywhere in your SharePoint farm. These allow a user to view, read and confirm the documents all from one web page. This is useful when a person may work across several \u2018policy workspaces\u2019 and wishes to know if they have any required reading across them all.<\/p>\n<p>Additionally, with DocRead, all site users have access to a personal dashboard that provides a complete list of all their reading assignments.<\/p>\n<p><span><img decoding=\"async\" alt=\"Image showing a users compliance dashboard\" data-id=\"1377811\" width=\"799\" data-init-width=\"939\" height=\"528\" data-init-height=\"620\" title=\"image-20240520161904276\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/05\/image-20240520161904276.png\" data-link-wrap=\"true\" data-width=\"799\" data-height=\"528\" style=\"aspect-ratio: auto 939 \/ 620;\"><\/span><\/p>\n<h2 style=\"color: var(--tcb-color-8) !important; --tcb-applied-color: var$(--tcb-color-8) !important;\">Find out how DocRead can <span style=\"--tcb-applied-color: var$(--tcb-color-7) !important; color: var(--tcb-color-7) !important;\">help<\/span><\/h2>\n<p><span>Find out how DocRead can meet your specific requirements by booking a personalized demonstration with one of our experts. During the call they will be able to discuss your specific requirements and show how DocRead can help.<\/span><\/p>\n<p><span><span>If you have any questions<\/span>&nbsp;<a href=\"https:\/\/www.collaboris.com\/contact-us\" target=\"_blank\" style=\"outline: none;\" rel=\"noopener\">please let us know<\/a>.<\/span><\/p>\n<p style=\"\">DocRead has enabled us to see a massive efficiency improvement&#8230; we are now saving 2 to 3 weeks per policy on administration alone.<\/p>\n<h4 style=\"\">Nick Ferguson<\/h4>\n<p style=\"\">Peregrine Pharmaceuticals<\/p>\n<p style=\"\">\n<p style=\"\"><span style=\"font-style: normal;\">Feedback for the on-premises version of DocRead.<\/span><\/p>\n<h3><a name=\"finalise-and-publish\" style=\"outline: none;\">Finalise and publish<\/a><\/h3>\n<p>Once the policy has reached a stage where it is ready for approval, it should be prepared for publishing. This includes removing any notes and ensuring that the formatting is correct before finalizing and saving.<\/p>\n<p>We also recommend it should be converted into PDF and saved back to the library. The PDF version should then be used for onward publishing to ensure that no further changes can be made. The added advantage of using PDF versions for distribution is that any versioning history, change history, workflow history, etc., which has been generated against the original draft is retained in one location and never lost. ONLY the final version is moved forward for use. This means you can always go back to your workspace and pick up where you left off for any future change.<\/p>\n<p>After the document has been finalised, it should be sent over to a \u2018Policies and Procedures Portal\u2019 site so that the relevant staff members can access it.<\/p>\n<h4 style=\"text-align: left;\" id=\"t-1646317658621\">You may also be interested in:<\/h4>\n<p><a href=\"https:\/\/www.collaboris.com\/standard-operating-procedures-a-complete-guide\/#comments\" dynamic-postlink=\"tcb_post_comments_link\" data-shortcode-id=\"517561\"><\/a><\/p>\n<h2 style=\"\" id=\"t-1646317658622\"><span data-shortcode=\"tcb_post_title\" data-shortcode-name=\"Post title\" data-extra_key=\"\" data-attr-link=\"1\" data-attr-target=\"0\" data-attr-rel=\"0\" data-option-inline=\"1\" data-attr-static-link=\"{&quot;className&quot;:&quot;&quot;,&quot;href&quot;:&quot;https:\/\/www.collaboris.com\/standard-operating-procedures-a-complete-guide\/&quot;,&quot;title&quot;:&quot;Standard Operating Procedures Guide&quot;,&quot;class&quot;:&quot;&quot;}\" data-attr-css=\"\"><a href=\"https:\/\/www.collaboris.com\/standard-operating-procedures-a-complete-guide\/\" title=\"Standard Operating Procedures Guide\" data-css=\"\">Standard Operating Procedures Guide<\/a><\/span><\/h2>\n<p>Standard Operating Procedures &#8211; A complete guideStandard Operating Procedures (SOP) are key to many <a href=\"https:\/\/www.collaboris.com\/standard-operating-procedures-a-complete-guide\/#more-1370\">&#8230;<\/a><\/p>\n<p><a href=\"https:\/\/www.collaboris.com\/standard-operating-procedures-a-complete-guide\/\"><span><span>Read More<\/span><\/span><\/a><a href=\"https:\/\/www.collaboris.com\/policy-management-software-buyers-checklist\/#comments\" dynamic-postlink=\"tcb_post_comments_link\" data-shortcode-id=\"517561\"><\/a><\/p>\n<h2 style=\"\" id=\"t-1646317658622\"><span data-shortcode=\"tcb_post_title\" data-shortcode-name=\"Post title\" data-extra_key=\"\" data-attr-link=\"1\" data-attr-target=\"0\" data-attr-rel=\"0\" data-option-inline=\"1\" data-attr-static-link=\"{&quot;className&quot;:&quot;&quot;,&quot;href&quot;:&quot;https:\/\/www.collaboris.com\/standard-operating-procedures-a-complete-guide\/&quot;,&quot;title&quot;:&quot;Standard Operating Procedures Guide&quot;,&quot;class&quot;:&quot;&quot;}\" data-attr-css=\"\"><a href=\"https:\/\/www.collaboris.com\/policy-management-software-buyers-checklist\/\" title=\"The Ultimate Policy Management Software Checklist\" data-css=\"\">The Ultimate Policy Management Software Checklist<\/a><\/span><\/h2>\n<p>The Ultimate Policy Management Software Checklist! 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Click here to read part one if you missed it. How to create a policy lifecycle solution with SharePoint and Microsoft 365 &#8211; series Research and create [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":1372853,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"no","_lmt_disable":"","footnotes":""},"categories":[6],"tags":[],"class_list":["post-1377796","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-policy-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.9 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Build a policy lifecycle with SharePoint &amp; Microsoft 365 - Part 2<\/title>\n<meta name=\"description\" content=\"Part 2 in a series of blog posts explaining how to create an effective policy lifecycle with SharePoint, Office 365 and Microsoft 365\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.collaboris.com\/policy-lifecycle-sharepoint-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Build a policy lifecycle with SharePoint and Microsoft 365 - Part 2\" \/>\n<meta property=\"og:description\" content=\"Using the in-built features of SharePoint and off the shelf third party and \u201cno-code solutions\u201d, it is possible to move from \u201cout of the box\u201d SharePoint to a fully featured Policy Management solution in a relatively short space of time.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.collaboris.com\/policy-lifecycle-sharepoint-2\/\" \/>\n<meta property=\"og:site_name\" content=\"Collaboris\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Collaboris\/\" \/>\n<meta property=\"article:published_time\" content=\"2024-05-27T11:31:37+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-01T13:03:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2023\/05\/process-standardization-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"956\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Helen Jones\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Build a policy lifecycle with SharePoint and Microsoft 365 - Part 2\" \/>\n<meta name=\"twitter:description\" content=\"Using the in-built features of SharePoint and off the shelf third party and \u201cno-code solutions\u201d, it is possible to move from \u201cout of the box\u201d SharePoint to a fully featured Policy Management solution in a relatively short space of time.\" \/>\n<meta name=\"twitter:creator\" content=\"@helen.jones@collaboris.co.uk\" \/>\n<meta name=\"twitter:site\" content=\"@Collaboris\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Helen Jones\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.collaboris.com\/policy-lifecycle-sharepoint-2\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.collaboris.com\/policy-lifecycle-sharepoint-2\/\"},\"author\":{\"name\":\"Helen Jones\",\"@id\":\"https:\/\/www.collaboris.com\/#\/schema\/person\/df8a602d5db57fce86940a1aa6385aef\"},\"headline\":\"Build a policy lifecycle solution with SharePoint and Microsoft 365 &#8211; 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