Introducing the Mandatory Read Tracker — a simple way to track who’s seen and signed off on key content.
Perfect for tracking who accepted HR, Compliance, Legal, or IT policies.
To add a web part, simply find it in the list and add it to Full-Width section at the top of the page:
Initial setup
After you add the web part to the top of the page
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Click Configure button:
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Choose departments for which the banner will show (the list of departments is read from all available departments in your SharePoint user profile:
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Optionally you can pick a due date which will be shown to users:
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Optionally set your own language and colors by expanding the sections in web part properties:
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Save the page and test acceptance by clicking the Accept button (this bar will show for you only if you are part of the targeted department):
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Finally, follow these steps to set up necessary permissions on the ComplianceReadLog list on your site for the first time: Admin Setup: Give SharePoint users permissions to create list items but not edit or delete them
Track acceptance/ compliance
To see who accepted:
- Navigate to the page and click Edit to edit the page.
- Click View results in the tracker bar:
- See who accepted, and who didn’t
- Optionally export to CSV for audit purposes
Change Language and Styles
You can change prompt language to meet your needs, making it softer such as “Mark as Read” or more strict (“Sign Off”, “I accept” etc). You can also change the message prominence by adjusting colors as needed:
Known Limits
- Users who don’t have the department set in the user profile will not be picked up or targeted when “All Departments” is selected. This is to avoid system accounts showing up in your tracker logs.