Compliance Tracker 365

Compliance Tracker 365 is a purpose-built solution for organisations that need to guarantee engagement with essential SharePoint content. Whether it’s policies, procedures, or compliance updates, CT365 helps you target the right audience, track readership, and report on engagement—all within your Microsoft 365 environment.

Key Features

• Target - Identify and assign critical content to specific users or groups in SharePoint.
• Track - Monitor who has and hasn’t read important documents, ensuring compliance visibility.
• Report - Generate detailed dashboards and exportable reports for audits and governance.

Why Compliance Tracker 365?

• Built exclusively for SharePoint content—no extra platforms required.
• Provides real-time compliance insights for managers and administrators.
• Supports regulatory and internal policy adherence with transparent reporting.
• Seamlessly integrates with Microsoft 365 security and permissions.

Benefits

• Reduce compliance risk by ensuring mandatory content is acknowledged.
• Save time with automated tracking and reporting.
• Improve accountability across teams and departments.

Extend Compliance Beyond Policies

Compliance Tracker 365 isn’t limited to mandatory documents—it works across all SharePoint content, including news posts, announcements, and critical updates. Target specific audiences, track engagement automatically in the background, and know exactly who is interacting with your content. Whether it’s new training material, a leadership message, or an urgent operational update, CT365 ensures your communication reaches the right people and provides clear visibility into who’s engaging and who’s not.

Compliance Tracker 365 can be used for 30 days with a trial licenses issued within the app. To continue to use the application after the trial period, purchase a subscription via AppSource.

The Compliance Tracker 365 solution consists of:

• My Reads web part - displays a list of documents and pages that you need to read
• Read Profile web part - allows staff to select terms of interest when personal profiles are configured
• Page Tracker - allow staff to acknowledge when they have read a document or page from an application customizer in the page footer
• Compliance Tracker 365 lists - 4 SharePoint lists that store the configuration and logs used by Compliance Tracker 365
• Compliance Tracker 365 list view command set - access the Management page and document information panel, to configuring trackers and view reports, directly from within libraries
• Compliance Tracker 365 Management - a set of pages for administrators to configure the solution and to access reports

The solution optionally integrates with the PnP Modern Search web parts to show read tags on search results. This requires the installation of two additional apps - PnP Modern Search web part & Compliance Tracker 365 PnP Search Extension. Read how to integrate in our docs site https://docs.compliancetracker365.com/additional-information/pnp-search-integration/.

All Compliance Tracker 365 documentation is available at https://docs.compliancetracker365.com

Latest change log is available at https://docs.compliancetracker365.com/changelog

Note: The solution does not deploy tenant wide. Add it to each site where Compliance Tracker 365 is to be used.