spscpt2014 you want to do what with my list

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#SPSCPT / @SPS_events / @SPSeventsSA Tracy van der Schyff The Guid Stuff (Pty) Ltd Cape Town

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Is over engineering causing your “Quick Wins” to never realise? In this session we will cover the following functionality with only lists and alerts, no workflow required. • On-boarding System • ISO Compliant Document Registry • Audit Findings Register including Corrective and Preventive Measures SharePoint End Users equipped with the items listed above will have a better understanding of SharePoint and will also be able to enrich their productivity and with these small iterative value adds, fast track their SharePoint maturity and success.

TRANSCRIPT

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#SPSCPT / @SPS_events / @SPSeventsSA

Tracy van der Schyff

The Guid Stuff (Pty) Ltd

Cape Town

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“Here's to the crazy ones. the misfits, the rebels, the troublemakers. the round pegs in the square holes, the ones who see things differently. they're not fond of the rules and have no respect for the status quo. you can quote them, disagree with them, glorify or vilify them. about the only thing you can't do is ignore them. because they change things, they push the human race forward. and while some may see them as the crazy ones, we see genius, because the people who are crazy enough to think they can change the world, are the ones who do.“

Jack Kerouac

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ABOUT ME

@tracyvds

http://tracyvanderschyff.com

http://www.linkedin.com/pub/tracy-van-der-schyff/43/a5/647

www.theguidstuff.co.za

http://www.slideshare.net/TracyVanDerSchyff

SharePoint Coach & Catalyst

Enabling individuals to make conscious decisions and

empowering them to become leaders in their own lives. I use SharePoint to

identify, mentor and

grow aspiring SharePoint Solutions Architects.

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SESSION INFO

Is over engineering causing your “Quick Wins” to never realise?In this session we will cover the following functionality with only lists and alerts, no workflow required.• On-boarding System• ISO Compliant Document Registry• Audit Findings Register including Corrective and Preventive MeasuresSharePoint End Users equipped with the items listed above will have a better understanding of SharePoint and will also be able to enrich their productivity and with these small iterative value adds, fast track their SharePoint maturity and success.

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SESSION INDEX

• OVERVIEW

• DEMO

• EMPLOYEE ON-BOARDING

• ISO COMPLIANT

DOCUMENT REGISTRY

• AUDIT FINDINGS REGISTER

• CREDITS

• QUESTIONS & FEEDBACK

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OVERVIEW

@tracyvds

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Hi, could you build us an Audit Findings

Solution?

Of course, I would love to

help!!

Cannot wait to test my skill and build this monster….

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ISO COMPLIANTDOCUMENT REGISTRY

OVERVIEW

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ISO COMPLIANTDOCUMENT REGISTRY

OVERVIEW

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ISO COMPLIANTDOCUMENT REGISTRY

OVERVIEW

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EMPLOYEE ON-

BOARDING

@tracyvds

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EMPLOYEE ON-BOARDING FORM

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EMPLOYEE ON-BOARDING FORM (CONT.)

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EMPLOYEE ON-BOARDING LIST

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EMPLOYEE ON-BOARDING VIEWS

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EMPLOYEE ON-BOARDING EXPORTS

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EMPLOYEE ON-BOARDING CREATE FILTERED VIEW AND SETUP ALERT - PARKING

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EMPLOYEE ON-BOARDING CREATE FILTERED VIEW AND SETUP ALERT - IT

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EMPLOYEE ON-

BOARDING

TAKE-AWAY

• Complicated workflows don’t make people do things

@tracyvds

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ISO COMPLIANT

DOCUMENT

REGISTRY

@tracyvds

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ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY FORM

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ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY LIST

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ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT REVISION

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ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT REVISION

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ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT TYPES

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ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT TYPES

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ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY EXPORTS

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ISO COMPLIANT

DOCUMENT

REGISTRY

TAKE-AWAY

• No need to duplicate a controlled document register

• Version history + approvals• Library = database

@tracyvds

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AUDIT FINDINGS

REGISTER

@tracyvds

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AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER FORM

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AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER FORM

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AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER FORM

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AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER LIST

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AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER EXPORT

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AUDIT FINDINGS

REGISTER

TAKE-AWAY

• Need to understand data and business process

• Workflow does not correct process@tracyvds

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QUESTIONS

&

FEEDBACK

@tracyvds

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CREDITS

Veronique PALMER

Carl STEIJN

David RANDALLQuinton VENTER

Bart DE VRIEZE

Francois HUNTER

Lucas VILJOEN

Andre CHAPMAN

Alistair PUGINBradley GELDENHUYS

Dinah COETZERJaco CAMPHER

Wouter vd MERWEThys FOURIE

Stefan WOLVAARDT