how to fire people using sharepoint

65
How to Fire People Using SharePoint Sandra Mahan SharePoint Saturday – Boise October 3, 2015

Upload: sandra-mahan

Post on 13-Apr-2017

431 views

Category:

Technology


5 download

TRANSCRIPT

Page 1: How to Fire People Using SharePoint

How to Fire People Using SharePoint

Sandra MahanSharePoint Saturday ndash Boise

October 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

Contact InfoTwitter smahan14Email smahan14gmailcom

Sandra MahanSharePoint Team Lead PHRLewiston Idaho US

bull 20+ years experience in Human Resources

bull Former Business Analyst

bull Power User who enjoys sharing information with others

bull Speaker at SharePoint Saturdays Evolutions SharePoint Live 360

About Me

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

Agendabull Gathering requirements

bull Populating the data

bull Workflow history alerts

bull Auditing the data

bull Handing over the keys

SharePoint Saturday ndash BoiseOctober 3 2015

Utilization Review Accreditation Commissionbull Daily changes (new hires

terminations promotions etc)

bull Non-profit organization that certifies healthcare quality through accreditation process

bull Makes on-site reviews of company policies to make sure they are being followed and adhere to best practices

bull Itrsquos a Big Deal for health insurance companies

SharePoint Saturday ndash BoiseOctober 3 2015

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bull Results tracked on Excel throughout multiple shared drives by 23 employees

bull Daily changes (new hires terminations promotions etc)

SharePoint Saturday ndash BoiseOctober 3 2015

What are our options

SharePoint Saturday ndash BoiseOctober 3 2015

Optionsbull Create interfaces to each systembull Start small and tell them phase 2bull Requirements werenrsquot fully outlinedbull If data isnrsquot pulled correctlythen they would say

SharePoint wasnrsquot working

SharePoint Saturday ndash BoiseOctober 3 2015

Final Statebull 1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bull Ability to display all the information for a specific person on a single screen

bull Time to prepare for an audit has been reduced to hours instead of days

SharePoint Saturday ndash BoiseOctober 3 2015

Gathering Requirements

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 2: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Contact InfoTwitter smahan14Email smahan14gmailcom

Sandra MahanSharePoint Team Lead PHRLewiston Idaho US

bull 20+ years experience in Human Resources

bull Former Business Analyst

bull Power User who enjoys sharing information with others

bull Speaker at SharePoint Saturdays Evolutions SharePoint Live 360

About Me

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

Agendabull Gathering requirements

bull Populating the data

bull Workflow history alerts

bull Auditing the data

bull Handing over the keys

SharePoint Saturday ndash BoiseOctober 3 2015

Utilization Review Accreditation Commissionbull Daily changes (new hires

terminations promotions etc)

bull Non-profit organization that certifies healthcare quality through accreditation process

bull Makes on-site reviews of company policies to make sure they are being followed and adhere to best practices

bull Itrsquos a Big Deal for health insurance companies

SharePoint Saturday ndash BoiseOctober 3 2015

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bull Results tracked on Excel throughout multiple shared drives by 23 employees

bull Daily changes (new hires terminations promotions etc)

SharePoint Saturday ndash BoiseOctober 3 2015

What are our options

SharePoint Saturday ndash BoiseOctober 3 2015

Optionsbull Create interfaces to each systembull Start small and tell them phase 2bull Requirements werenrsquot fully outlinedbull If data isnrsquot pulled correctlythen they would say

SharePoint wasnrsquot working

SharePoint Saturday ndash BoiseOctober 3 2015

Final Statebull 1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bull Ability to display all the information for a specific person on a single screen

bull Time to prepare for an audit has been reduced to hours instead of days

SharePoint Saturday ndash BoiseOctober 3 2015

Gathering Requirements

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 3: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

Agendabull Gathering requirements

bull Populating the data

bull Workflow history alerts

bull Auditing the data

bull Handing over the keys

SharePoint Saturday ndash BoiseOctober 3 2015

Utilization Review Accreditation Commissionbull Daily changes (new hires

terminations promotions etc)

bull Non-profit organization that certifies healthcare quality through accreditation process

bull Makes on-site reviews of company policies to make sure they are being followed and adhere to best practices

bull Itrsquos a Big Deal for health insurance companies

SharePoint Saturday ndash BoiseOctober 3 2015

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bull Results tracked on Excel throughout multiple shared drives by 23 employees

bull Daily changes (new hires terminations promotions etc)

SharePoint Saturday ndash BoiseOctober 3 2015

What are our options

SharePoint Saturday ndash BoiseOctober 3 2015

Optionsbull Create interfaces to each systembull Start small and tell them phase 2bull Requirements werenrsquot fully outlinedbull If data isnrsquot pulled correctlythen they would say

SharePoint wasnrsquot working

SharePoint Saturday ndash BoiseOctober 3 2015

Final Statebull 1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bull Ability to display all the information for a specific person on a single screen

bull Time to prepare for an audit has been reduced to hours instead of days

SharePoint Saturday ndash BoiseOctober 3 2015

Gathering Requirements

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 4: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Agendabull Gathering requirements

bull Populating the data

bull Workflow history alerts

bull Auditing the data

bull Handing over the keys

SharePoint Saturday ndash BoiseOctober 3 2015

Utilization Review Accreditation Commissionbull Daily changes (new hires

terminations promotions etc)

bull Non-profit organization that certifies healthcare quality through accreditation process

bull Makes on-site reviews of company policies to make sure they are being followed and adhere to best practices

bull Itrsquos a Big Deal for health insurance companies

SharePoint Saturday ndash BoiseOctober 3 2015

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bull Results tracked on Excel throughout multiple shared drives by 23 employees

bull Daily changes (new hires terminations promotions etc)

SharePoint Saturday ndash BoiseOctober 3 2015

What are our options

SharePoint Saturday ndash BoiseOctober 3 2015

Optionsbull Create interfaces to each systembull Start small and tell them phase 2bull Requirements werenrsquot fully outlinedbull If data isnrsquot pulled correctlythen they would say

SharePoint wasnrsquot working

SharePoint Saturday ndash BoiseOctober 3 2015

Final Statebull 1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bull Ability to display all the information for a specific person on a single screen

bull Time to prepare for an audit has been reduced to hours instead of days

SharePoint Saturday ndash BoiseOctober 3 2015

Gathering Requirements

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 5: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Utilization Review Accreditation Commissionbull Daily changes (new hires

terminations promotions etc)

bull Non-profit organization that certifies healthcare quality through accreditation process

bull Makes on-site reviews of company policies to make sure they are being followed and adhere to best practices

bull Itrsquos a Big Deal for health insurance companies

SharePoint Saturday ndash BoiseOctober 3 2015

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bull Results tracked on Excel throughout multiple shared drives by 23 employees

bull Daily changes (new hires terminations promotions etc)

SharePoint Saturday ndash BoiseOctober 3 2015

What are our options

SharePoint Saturday ndash BoiseOctober 3 2015

Optionsbull Create interfaces to each systembull Start small and tell them phase 2bull Requirements werenrsquot fully outlinedbull If data isnrsquot pulled correctlythen they would say

SharePoint wasnrsquot working

SharePoint Saturday ndash BoiseOctober 3 2015

Final Statebull 1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bull Ability to display all the information for a specific person on a single screen

bull Time to prepare for an audit has been reduced to hours instead of days

SharePoint Saturday ndash BoiseOctober 3 2015

Gathering Requirements

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 6: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bull Results tracked on Excel throughout multiple shared drives by 23 employees

bull Daily changes (new hires terminations promotions etc)

SharePoint Saturday ndash BoiseOctober 3 2015

What are our options

SharePoint Saturday ndash BoiseOctober 3 2015

Optionsbull Create interfaces to each systembull Start small and tell them phase 2bull Requirements werenrsquot fully outlinedbull If data isnrsquot pulled correctlythen they would say

SharePoint wasnrsquot working

SharePoint Saturday ndash BoiseOctober 3 2015

Final Statebull 1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bull Ability to display all the information for a specific person on a single screen

bull Time to prepare for an audit has been reduced to hours instead of days

SharePoint Saturday ndash BoiseOctober 3 2015

Gathering Requirements

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 7: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

What are our options

SharePoint Saturday ndash BoiseOctober 3 2015

Optionsbull Create interfaces to each systembull Start small and tell them phase 2bull Requirements werenrsquot fully outlinedbull If data isnrsquot pulled correctlythen they would say

SharePoint wasnrsquot working

SharePoint Saturday ndash BoiseOctober 3 2015

Final Statebull 1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bull Ability to display all the information for a specific person on a single screen

bull Time to prepare for an audit has been reduced to hours instead of days

SharePoint Saturday ndash BoiseOctober 3 2015

Gathering Requirements

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 8: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Optionsbull Create interfaces to each systembull Start small and tell them phase 2bull Requirements werenrsquot fully outlinedbull If data isnrsquot pulled correctlythen they would say

SharePoint wasnrsquot working

SharePoint Saturday ndash BoiseOctober 3 2015

Final Statebull 1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bull Ability to display all the information for a specific person on a single screen

bull Time to prepare for an audit has been reduced to hours instead of days

SharePoint Saturday ndash BoiseOctober 3 2015

Gathering Requirements

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 9: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Final Statebull 1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bull Ability to display all the information for a specific person on a single screen

bull Time to prepare for an audit has been reduced to hours instead of days

SharePoint Saturday ndash BoiseOctober 3 2015

Gathering Requirements

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 10: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Gathering Requirements

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 11: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 12: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

The First Meetingbull Ask a few pointed questions

bull Listen and take notes ndash use OneNote

bull Donrsquot suggest solutions in the initial meeting

bull Dont talk like a programmer

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 13: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull When do you need this

bull Is this a temporary or long-term solution

bull How many items will be entered monthly

bull How many people will be using the application and do they need unique permissions

bull What are the benefits of automating this process or changing platforms

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 14: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Questions to askbull How will new items be added

bull What happens when a new item is added

bull Does the item require versioning

bull What is going to happen to your current process bull Does the old data need to be brought into the new system

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 15: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 16: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Where to startbull Flowchart the process

bull Start small and build up

bull Show them the basics so they can visualize

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 17: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Example Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 18: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Visio flowchart icons

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 19: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Populating the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 20: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Master Filebull Each employee

being tracked has one

bull Focal point of all the employeersquos information

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 21: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Demographic Section

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 22: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Certification Section

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 23: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 24: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 25: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Upload DataWeekly HR report via Excel spreadsheet

Data pasted into the Upload View (datasheet)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 26: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Workflowbull On creationbull From the Employee Data listbull Creates or Updates an item on the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 27: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Create or Update the List Itembull Most of the fields are passed straight over However a

few of them are treated special

Status History Job Code URL

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 28: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Statusbull Activebull New Hirebull Rehirebull Move into positiondepartment

bull Inactive (also updates term date and inactive date)bull Terminationbull Move out of positiondepartment

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 29: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Form Update History

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 30: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

History Section

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 31: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint List

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 32: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Customize in InfoPath

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 33: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

SharePoint Designer

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 34: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Job Code URLbull Job Descriptions named with the job codebull Pass the job code via a parameterized link in the

workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 35: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Master File - Workflowsbull Email Department Orientation Checklist

bull License or Certification Required

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 36: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Documents

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 37: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

License or Certification Requirementsbull Simple list that matches on job code

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 38: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Personnel Documentsbull Contains the following types of recordsbull Resumebull Proof of license or certificationbull Department orientation checklist

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 39: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Upload Personnel Documentsbull Document Library with metadata

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 40: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull Update the Master File for a resume

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 41: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Personnel Documentsbull License or Certification

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 42: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Training History Flowchart

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 43: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Training Reportbull Excel report generated by HR

bull Admin retrieves the data from the learning management system

bull Copy and paste into a datasheet view

bull Updates the Master File

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 44: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow - Training Reportbull Workflow

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 45: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alerts

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 46: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow Error View

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 47: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Overall Error Page

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 48: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alertbull Navigate to the workflow history list

bull Add ldquoworkflow historyrdquo to the end of the urlhttp[servername][sitename]listsWorkflow20History

bull Create a new calculated YesNo column named ldquoIs Errorrdquobull Formula

=OR([Event Type]=0[Event Type]=10)

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 49: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Create a view based on the new ldquoIs Errorrdquo field

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 50: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Workflow History Alert (continued)bull Now set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 51: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Auditing the Data

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 52: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 53: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Employee Audit Dashboardbull Page with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bull Connectionsbull Master File web part connects

to the other three web parts

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 54: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboard

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 55: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull Folder Completion Status

Calculation=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 56: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Incomplete Folder Dashboardbull jQuery to highlight columns

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 57: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Dates

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 58: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Expiration Datesbull Master File List Filter bull Personnel Document List

Filter

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 59: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Handing Over the Keys

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 60: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Page

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 61: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Admin Guide

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 62: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Technical Documentation

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 63: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Train the Admin

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 64: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Aha Moment

Questions

My Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You
Page 65: How to Fire People Using SharePoint

SharePoint Saturday ndash BoiseOctober 3 2015

Thank You

  • How to Fire People Using SharePoint
  • About Me
  • Slide 3
  • Agenda
  • Utilization Review Accreditation Commission
  • Initial State
  • Slide 7
  • Options
  • Final State
  • Gathering Requirements
  • Slide 11
  • The First Meeting
  • Questions to ask
  • Questions to ask (2)
  • Homework for the Business
  • Where to start
  • Example Flowchart
  • Visio flowchart icons
  • Populating the Data
  • Master File
  • Demographic Section
  • Certification Section
  • History Section
  • Flowchart
  • Upload Data
  • Workflow
  • Create or Update the List Item
  • Status
  • Form Update History
  • History Section (2)
  • SharePoint List
  • Customize in InfoPath
  • SharePoint Designer
  • Job Code URL
  • Master File - Workflows
  • Upload Documents
  • License or Certification Requirements
  • Personnel Documents
  • Upload Personnel Documents
  • Workflow - Personnel Documents
  • Workflow - Personnel Documents (2)
  • Training History Flowchart
  • Training Report
  • Workflow - Training Report
  • Workflow History Alerts
  • Workflow Error View
  • Overall Error Page
  • Workflow History Alert
  • Workflow History Alert (continued)
  • Workflow History Alert (continued) (2)
  • Auditing the Data
  • Employee Audit Dashboard
  • Employee Audit Dashboard (2)
  • Incomplete Folder Dashboard
  • Incomplete Folder Dashboard (2)
  • Incomplete Folder Dashboard (3)
  • Expiration Dates
  • Expiration Dates (2)
  • Handing Over the Keys
  • Admin Page
  • Admin Guide
  • Technical Documentation
  • Train the Admin
  • Slide 64
  • Thank You