Policy Reading Tracker Automation in SharePoint online
Every employee—roughly 100 people—must acknowledge our entire library of PDF policies in SharePoint Online. Their core details (name, email, division, man…
Offer description
Every employee—roughly 100 people—must acknowledge our entire library of PDF policies in SharePoint Online. Their core details (name, email, division, manager) already live in the HR software, which can supply the data feed or a daily export. Here is the workflow I need captured in a single, streamlined SharePoint dashboard: • Employees sign in, open each PDF, and click a simple “I’ve read this” confirmation. • The system records that acknowledgement against their HR record. • Each night an automated job generates a dashboard-ready summary showing: – who has completed the full policy set – which specific PDFs remain unread for everyone else • The same job emails (via outlook) each employee a personalis...
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