Content is identified for reading using standard SharePoint tags. All libraries with Compliance Tracker 365 applied will have 5 additional columns used to tag the readership, tracker type and reread requirements.
These columns can be update directly through the library, from Page details or using Edit Details from the Tracker web part.
When targeting pages, the Tracker web part needs to be added to the page (top, bottom and/or vertical section) when using the Read, Quiz or Feedback Tracker Types.
Compliance Tracker 365 tags
To target content, as a minimum, the Mandatory or Optional plus the Tracker Type must have values. Configuration options for each are outlined below.
Mandatory - Select terms which identify people that must read the content.
Optional - Select terms which identity people that optionally need to read content.
Tracker Type - Determines how the content will be confirmed as read. Options outlined in table below.
Version Number - Increment when the content has changed and need to be reread.
Refresher Days - Determines the number of days after which content needs to be reread.
Expiry Date - Used to add countdown into My Reads. Available from v2.1.
Tracker Type (required on page) |
Behavior when matching term found |
Note |
|---|---|---|
Hidden (No) |
Automatically records content as Read on first visit in the background. |
Hidden content is not displayed in My Reads.* |
Automatic (Optional) |
Automatically records content as Read on first visit in the background. If the Tracker is on the page, it will indicate when the page version was first read. |
|
Read (Yes) |
Manual button to confirm when content is read. Tracker displays first read date and indicated if a reread is needed due to a version change or refresher days requirement. |
|
Feedback (Yes) |
Text field to capture feedback and/or rating. Content confirmed as Read after a rating or feedback provided. |
Feedback must be reviewed using the Feedback Report before additional feedback can be added by the person. |
Quiz (Yes) |
Manual button to start the quiz. All questions must be answered to complete the Quiz. If failed, can retake immediately. All attempts recorded. |
Targeted documents and files are displayed in My Reads to open using the File Reader page.
Any targeted documents or files opened outside of the File Reader will not be tracked.
*Hidden content can be displayed if needed by updating the My Reads web part properties or by using the PnP Modern Search web parts.
Updating page properties
From the library
Use the Library view to update properties in bulk to save time.
- Search or filter for document/pages in a view.
- Select all to be updated
- Click on the info icon top right
- Update the properties
- Click save and remember to Publish and Approve all content.
From the Tracker web part
Individual pages can be updated from the Tracker or Page details. Use the Edit Details option to add or edit Quiz questions.
The web part has additional properties to change its behavior. Access these by editing the page.
To trigger a reread on a specific day, change the Version Number.
Use Optional targeting with a Hidden tracker to capture general page views.