how to fire people using sharepoint
TRANSCRIPT
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-