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Welcome

Welcome. Chris Tubbs Lead Product Specialist- Productivity Applications SSM Healthcare St. Louis, MO. SharePoint. SharePoint 2007 Overview of References. SharePoint. Web based tool Powerful throughout the organization Page editing Internal/External Sites Document Libraries

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Welcome

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  1. Welcome Chris Tubbs Lead Product Specialist- Productivity Applications SSM Healthcare St. Louis, MO

  2. SharePoint SharePoint 2007 Overview of References

  3. SharePoint • Web based tool • Powerful throughout the organization • Page editing • Internal/External Sites • Document Libraries • Lists • Calendars

  4. 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

  5. TeamsitesCont…

  6. Create a Document Library • Click Site actions (Need owner access) • Click Create

  7. Document Workflows • Go to your Document Library • Hover your mouse over the document • Click the down arrow that appears • Click Workflows

  8. Workflows Cont… • Choose your type of workflow (may be different than below depending on your IT dept) • Approval or Collect Feedback

  9. Workflows Cont… • Specify who you want to review or approve your document

  10. Incoming Email- Workflow Initiator • The person who initiated the workflow will receive an email stating that the workflow has started

  11. 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

  12. Assignee Feedback • The assignee can type feedback, request a change, or reassign the task

  13. Progress Reminder- Outlook • Check the progress of the originator’s workflow right from Outlook

  14. Checking Progress in SharePoint • Find out who has tasks assigned to them and if the tasks havebeen completed or not. • Check workflow history to evaluate how long it takes to get a document reviewed or approved

  15. Workflow Completed • Once the workflow has been completed, the originator receives an email letting them know it has been completed.

  16. Status of a Completed Workflow

  17. Scanning Paper Docs to SharePoint Electronically • Create a document library • Assign an email address

  18. 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.

  19. Create a Custom List • Create a custom list • Click Site actions (Need owner access) • Click Create • Choose Custom List

  20. Create a Custom List • Choose Settings- Create Column • Allows for storage of additional data (also applies to document libraries)

  21. 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

  22. References • Set up a Workflow http://www.youtube.com/watch?v=UxWF77Ty1tg

  23. Thank You! Questions?

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