SharePoint 2010 & UNTHSC Policies

September, 2013

Agenda

• 2011 Policy Template

• Policy Website

• SharePoint Tips and Demonstration

New 2011 Template

• The new template is easier to use and can be found by going to the policy website, clicking on “Policies Process” and downloading the “New 2011 Policy Template”

Template Tips

• The new template does not have tables within Word but still requires the Responsible Party to be listed under Procedures and Responsibilities (tab location should be 1 ½)

• All font in the template must be Calibri 12

Template Tips

• Please do not bold text that is not already bold in the template or create extra tabs within the sections

• OSM will assign policy number and approved, revised and effective dates

Policy Website

• The policy website is an internet site that is updated nightly to reflect changes made in SharePoint

http://www.hsc.unt.edu/policies/PoliciesList.cfm

• The policy website is designed to allow anyone to search for and view current Health Science Center policies

• The website is external and can be viewed by anyone on the internet

Policy Website

• The policy website is updated nightly to reflect changes in SharePoint

• The status of a policy in SharePoint must be changed from “Active” to “Under Review” when making changes to a policy that are not final. Otherwise, the changes will appear as final on the internet and create potential risk to the Health Science Center.

SharePoint 2010

• The SharePoint site is the central repository for all UNTHSC policies

• All changes to a policy and all approvals must be tracked through SharePoint

SharePoint Tips

• Log in using “unthsc\EUID” and your network password

• Always check-out a policy before making changes

• Turn on the “Track Changes” function located under the Review tab in Microsoft Word when making changes

SharePoint Tips

• Always change the document status to “Under Review” when making changes that are not final

• When policy is ready for legal approval, go into “Workflows” and start the “Policy Legal Review” process

• When submitting a policy for legal review, include your contact information in the comments section

Resources

• Contacts:

• Sara Murphy, x0460, sara.murphy@unthsc.edu

• Office of Strategy and Measurement Main Line, x2612

• ITS Helpdesk, x2192

SharePoint 2010 Demo