Target

Any page or document can be targeted to individuals using terms. Terms could cover ‘All Employees’ or be related to a specific location ‘Perth Office’, or a responsibility ‘People Managers’. Business users can define the terms and the people or groups associated with them. Terms are then applied to content for reading.
Target SharePoint content using terms

Target SharePoint content using terms

  • Target any page or document to groups of people using simple terms
  • Show personalized reading lists based on an individuals profile
  • Makes it easy for people to see what’s new and updated for reading
  • Highlight important content using visual tags
Localize to your language

Localize to your language

  • Use business or local language terms
  • Update language on labels, forms and interfaces
  • Use site specific or global term sets
Centrally assigned or self-managed profiles

Centrally assigned or self-managed profiles

  • Flexible assignment of terms based on groups, profile properties or individually by name.
  • Centrally assign terms to people in bulk through Profile management
  • Allow people to personalise their own interests for Knowledge Management
Highlight important content

Highlight important content

  • Highlight content that’s relevant to read
  • ‘My Reads’ webpart shows all content to read
  • Use PnP Modern Search to add tags and statuses
Use scheduling, versioning and rereads

Use scheduling, versioning and rereads

  • Use scheduling to show and remove content
  • Add Refresher Days to force rereads
  • Use versioning to highlight contents that changes
  • Administration option to ‘Revoke’ reads
External guest support

External guest support

  • Target content to external guests and contractors
  • Enable enhanced security to lock down data
  • Create profiles from groups using our Flow Solution

Make Compliance Tracker 365 work for you

Got questions? Contact us