enterprise claims department an overview of the team sharepoint · 2014. 5. 8. · an overview of...

Enterprise Claims Department

An Overview of the Team SharePoint


“For Internal Use Only. Not for distribution to agents or the public.”

Last Updated by: Jessica Single as of 05/08/2014 2

Contents What is a SharePoint site? ........................................................................................................... 3

How to Navigate the SharePoint page ........................................................................................ 3

The big picture: ........................................................................................................................ 3

Top row tabs: ........................................................................................................................... 4

Left hand column: .................................................................................................................... 4

Center: ..................................................................................................................................... 4

Calendar ...................................................................................................................................... 5

Calendar: ................................................................................................................................. 5

To add to the calendar: ............................................................................................................... 6

Editing the Calendar: ................................................................................................................... 7

The SharePoint page for your team ............................................................................................ 8

Life Claims page ........................................................................................................................... 9

Shared Documents .................................................................................................................... 10

Pop-Up’s .................................................................................................................................... 11

First Time Accessing A New SharePoint Page............................................................................ 12




What is a SharePoint site?

A SharePoint site is a Web site that provides a central storage and collaboration space for documents, information, and ideas. A SharePoint site is a tool for collaboration, just as a telephone is a tool for communication, or a meeting is a tool for decision-making. A SharePoint site helps groups of people (whether work teams or social groups) share information and work together.

For example, a SharePoint site can help you:

Coordinate projects, calendars, and schedules.

Discuss ideas and review documents or proposals.

Share information and keep in touch with other people.

NOTE: When you move your mouse over the link you want to open

notice how the cursor will change from an arrow to a

hand

How to Navigate the SharePoint page

The home page is the main page that you see when you open the SharePoint.

The big picture:




The tab across the top of the page has the name of each department – Click on the name of the department to view the page for that team.

Top row tabs:

The column along the left hand side has links to information such as Docouments, Lists for your team calendar, etc.

Left hand column:

The center of the page is used to share communications from the department, the title on the main page is Departmental Business Announcements.

Center:




The column along the right hand side shows a different image for each team page. Below the image are some links to different things that may be helpful to you and the contact details for the people who update the SharePoint.

Right hand column:

Calendar

Many teams use the calendar to record vacation time. On your team page, on the left hand column under Lists, you should see a link for Calendar.

Calendar:

The calendar page opens to the current month.




To add to the calendar:

1. Click New in the upper left hand corner.

2. A new calendar item opens. Fill in the details and click OK.

3. Your information will now appear on the team calendar.




Editing the Calendar:

1. To make a change or delete your calendar entry, click on the time/name that you want to change.

2. Your calendar entry will open and you can click on Edit Item or, Delete Item - If no change is needed, click on the Close button.

3. If you click on Delete Item, a pop-up message will appear asking – Are you sure you want to send this item to the site Recycle Bin. Click Ok.




The SharePoint page for your team

When you open the SharePoint, the home page is the main page that you see.

The big picture

Top row tab The tab across the top of the page has the name of each department – Click on the name of the department to view the page for that team. This example shows the hand hovering by the tab for Life Claims.

Click on Life Claims to view the group page.




Life Claims page

The group page for Life Claims.

Left hand column – Documents - Shared Documents The column along the left hand side has links to information such as Docouments, Lists for your team calendar, etc.

Click on Shared Documents




Shared Documents

The Shared Documents page holds the team’s documents. To open a specific folder or document, move your mouse over the name and click on it.

Click on the folder EB Life – Standard Work

The page opens to show all of the documents that are in the folder.

To open a document, click one time

NOTE: It make take a few moments for the document to open.




Pop-Up’s

Different documents types can sometimes have pop-up’s when trying to open those files. Here are a few examples:

Do you want to open or save this file?

Click - open

You are about to open a read only document The default “read only” should automatically be selected for you.

Click – OK




First Time Accessing A New SharePoint Page

The first time you access a SharePoint you will see the message – Error: Access Denied be sure to follow the steps below to request access to the SharePoint.

1. Click on the text Request access.

2. Fill in the form; be sure to add the URL (web address) of the SharePoint

you are requesting to have access to view.

Example: Please give me access to view the documents on the

SharePoint, (url here).




3. Once you have filled in the form, click on Send Request button.

4. You will then see the confirmation screen letting you know that the request

for access has been sent.

Note: It may take a few days for your request to be processed.