Reading list

📋 Table of contents

How to create a reading list?
How to use a reading list once you’ve been added to one
How to manage a reading list

Introducing reading lists

A reading list is a helpful tool that enables users to share a collection of documents that require reading. It can be difficult for employees to determine which documentation needs to be read, but reading lists eliminate this issue.

Once a reading list is created, Inverifi documents can be added to it. Other users can be added to the reading list, where they can conveniently view all the required documentation. Users can mark off the documents they have read, and managers can track their progress through the list. This creates a streamlined and efficient reading process, saving time that would have been spent searching for the necessary documents.

1.1) How to create a reading list?

Reading lists can be created by anyone that has the editor permission inside of an organisation, they are usually reserved for users that normally mange people or documents.

Make sure you have the role of editor and above in your organisation
Click on the Reading list icon/ button in the side navigation bar
Click “Add list” in the bottom right of the screen
Add a name
Select the organisation it’ll belong to
Click “Save”

This will create your new blank reading list, simply click on the new reading list to open it. You can then click on the purple plus icon in the bottom right to start adding documents to the reading list.

What can be added to reading list?

Any type of Inverifi document may be added to a reading list, the full list of potential items are as follows:

Manuals
Pages
Answers
Diagrams
Risks
Filters

Filters are useful for managing a large reading list. For example, if you need someone to review your documents, you can use a filter to display only the ones with the status “Needs review”.

1.2) How to use a reading list once you've been added to one

When you open the reading list, you will find a variety of documents. These are the documents you need to read. Clicking on any document will open it for reading. After reading a document, you can return to the list and click on the empty box next to the document to mark it as read. This will inform the list owner/manager that you have read the document. By checking off the documents, you will also be able to keep track of what you have read and what remains, eliminating the need to remember.

Once you have checked off all the documents, a congratulatory message will appear, indicating that there are no more documents left to read.

1.3) How to manage a reading list

Users with the manager role for a reading list will have access to the “Manage tab,” where they can view a breakdown of all list members and their completion status. This visibility is crucial for ensuring compliance with standards that require evidence of employee familiarity with and application of standard requirements.

Additionally, managers can use the “Manage tab” to track progress, assign specific readings to employees, and monitor overall completion rates. This level of oversight is essential for promoting accountability and ensuring that all employees are staying up to date with the necessary reading materials.