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Welcome Chris Tubbs Lead Product Specialist- Productivity Applications SSM Healthcare St. Louis, MO.
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Transcript of Welcome Chris Tubbs Lead Product Specialist- Productivity Applications SSM Healthcare St. Louis, MO.
SharePoint• Web based tool• Powerful throughout the organization
• Page editing• Internal/External Sites• Document Libraries• Lists• Calendars
Team/Department Sites Overview
• First step: Organize (Need site owners, contributors, etc)• Meet and Design
• Gather technical requirements• Propose a “theme”• Draw layout• Propose “draft”• Finalize • Publish• Communicate
Document Workflows• Go to your Document Library• Hover your mouse over the document• Click the down arrow that appears• Click Workflows
Workflows Cont…• Choose your type of workflow (may be different than
below depending on your IT dept)• Approval or Collect Feedback
Incoming Email- Workflow Initiator• The person who initiated the workflow will receive an
email stating that the workflow has started
Incoming Email- Assignee• The assignee will receive an email with a task assignment• The assignee can edit the document or view it and mark the task as complete
Checking Progress in SharePoint• Find out who has tasks assigned to them and if the tasks have been
completed or not.• Check workflow history to evaluate how long it takes to get a document
reviewed or approved
Workflow Completed • Once the workflow has been completed, the originator
receives an email letting them know it has been completed.
Scanning Paper Docs to SharePoint Electronically• Create a document library• Assign an email address
Scanning Paper Docs to SharePoint Electronically
• Assign permissions to scan• Choose Settings- Document library settings• Choose Incoming email settings
• Choose the appropriate security policy for your library
• Scan your documents to the email address you specified on the previous slide.
Create a Custom List• Create a custom list
• Click Site actions (Need owner access)• Click Create• Choose Custom List
Create a Custom List• Choose Settings- Create Column• Allows for storage of additional data (also applies to
document libraries)
References• Create a Custom List
http://www.trainsignal.com/blog/sharepoint-services-part-2-learn-to-create-a-new-custom-list
• SharePoint 2013 Adoption Guides
http://www.discoversharepoint.com/
SharePoint Tips and Tricks for End Users
https://www.nothingbutsharepoint.com/sites/eusp/Pages/default.aspx
• Articles• Step by Step Instruction
References• Set up a Workflow
http://www.youtube.com/watch?v=UxWF77Ty1tg