How to create read requests and record confirmations in Confluence
Do you ever have to notify your team when they need to read a specific Confluence page or document like a new policy or updated procedure?
Confluence alone offers a few options: You can share the page, @ mention team members in a page comment, or mention them on specific portions of content using inline comments. For standard collaboration, these work just fine.
But this becomes a challenge when you need your team to read a document, confirm it, and then be able to record and track those confirmations in an organized way. It gets even more complicated when the content is spread across multiple Confluence pages – a common approach to structuring content in Confluence.
Send and record read confirmations with Scroll Documents
At K15t, we created an app that enables you to manage a tree of Confluence pages as one unit – a document – and introduces a variety of features for managing versions, copies, document statuses, exports, and more.
Most recently, we introduced read confirmations which can be created for these documents. A new read request will notify your team that they should read a document and track their confirmations – even if the content exists on multiple pages. Here's how it works:
Create a read request
With the app installed, you can define a page or tree of Confluence pages as a single document and then manage those pages together. If you have a document that you need your team to read, like an employee handbook or other internal documentation, you can simply create a new request for that document:
Define your readers and set a deadline
Select the document and even define a specific version of that document, add a message, set a deadline, and enter the readers you wish to notify. These can be individual users or groups in Confluence:
Once sent, your team will receive a notification with a link to open the document. From there they can read and confirm the request when they're ready.
Monitor and manage read confirmations
Monitor who has acknowledged the request and read the document from an overview in Confluence. You can see all the readers who have confirmed, add new users or groups to the request, and even close or delete the request if it's no longer necessary. This ensures you're able to keep records of read confirmations for future reference and compliance.
Learn more
This is just one of the many great features of Scroll Documents, the app that brings better document management to Confluence.
Watch this short crash course video to see an overview of how the app works, or simply head to the Atlassian Marketplace where you can try it free for 30-days.
Share your feedback
Does your team need to track when content has been read in Confluence? Share your thoughts on this approach! Let us know your requirements in the comments below so that we can continue to improve this feature of Scroll Documents.
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Shannon Meehan _K15t_
About this author
Product Marketing Manager
K15t
Stuttgart, Germany
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