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Jane Marie Souza, Ph.D.Marcus White
Keith Werosh, Ph.D.
SharePoint as an Assessment &
Accreditation Tool
Sponsored by
Housekeeping
We will do a brief presentation on our approach to SharePoint for Assessment & Accreditation.
During this time, please mute your phones and submit comments, suggestions and questions in the box to the right.
We will then address comments and questions submitted and facilitate the discussion.
Context & Functionality
Gather Information
Manage Process Report Out
Standardize data collection
Keep track of deliverables
Dashboard
Centralize the data Big picture Disparate data sources
Can apply to accreditation compliance, etc…
Ability to see work in progress
Aggregate info leading to meaningful interpretation
RemindersAccountability
Perspective
• Be able to aggregate data in support of multiple standards
• Be able to share with multiple offices
• Be transparent!
• See progress at a glance
• Be able to generate reports
Not too simple - Not too complex!
Considerations
• Using Office 365 2013• Your permissions may differ from ours– check with
your system administrator if you need assistance• These are tools you likely already have!• There is far more flexibility than what’s covered
today• This is just scratching the surface on the
possibilities• Much of the following can be accomplished by end
users (provided you have permission)
It starts with an App
• Provisions your own SQL database• Simple forms• Basic reporting• Multiple users• Different views• Can convert existing dataset• Good for small applications• Not much flexibility• Boring
Integrating MS Access into SharePoint
Access Form
Access Form
Custom Lists
Data Input via Form Example
• Create basic forms
• Use InfoPath to design more elaborate forms
• Integrate with Outlook, Excel, Access, Project
Custom Lists Data Management
• Export to Excel• Receive email or mobile alerts when things change• Set permissions/views
Multiple Dashboard Requested
Adding Detail to each Standard
Completing the Form
Tech Talk• What is available in SharePoint without
development/modifications?• Web Parts or “Apps”• Alerts
• What do we plan on doing to customize our solution?• SharePoint Designer & jQuery (JavaScript)
• Add-ons available for SharePoint• Virto Workflows
• Time commitment for development?• 40-80 hours high level estimate
• Reporting• Additional Topics
• SharePoint permission structure• Cloud vs Local
Reporting Capabilities
• How can the information be sorted and pulled to be put to good use for reporting?
• Export to Excel is very easy!
• Multiple ways to extract data.
Your turn….
Let’s look at your questions, comments and suggestions…..