WelcomeChris Tubbs

Lead Product Specialist- Productivity Applications

SSM Healthcare

St. Louis, MO

SHAREPOINTSharePoint 2007• Overview of References

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

Teamsites Cont…

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

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

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

document

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

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

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

Outlook

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.

Status of a Completed Workflow

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 Listhttp://www.trainsignal.com/blog/sharepoint-services-part-2-learn-to-create-a-new-custom-list

• SharePoint 2013 Adoption Guideshttp://www.discoversharepoint.com/

SharePoint Tips and Tricks for End Usershttps://www.nothingbutsharepoint.com/sites/eusp/Pages/default.aspx

• Articles• Step by Step Instruction

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

Thank You! Questions?