spsdbn2014 you want to do what with my list

41
#SPSDBN / @SPS_events / @SPSeventsSA Tracy van der Schyff The Guid Stuff (Pty) Ltd

Upload: tracy-van-der-schyff

Post on 05-Dec-2014

88 views

Category:

Technology


0 download

DESCRIPTION

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

Page 1: Spsdbn2014 you want to do what with my list

#SPSDBN / @SPS_events / @SPSeventsSA

Tracy van der Schyff

The Guid Stuff (Pty) Ltd

Page 2: Spsdbn2014 you want to do what with my list
Page 3: Spsdbn2014 you want to do what with my list
Page 4: Spsdbn2014 you want to do what with my list

“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

Page 5: Spsdbn2014 you want to do what with my list

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.

Page 6: Spsdbn2014 you want to do what with my list

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.

Page 7: Spsdbn2014 you want to do what with my list

SESSION INDEX

• OVERVIEW

• DEMO

• EMPLOYEE ON-BOARDING

• ISO COMPLIANT

DOCUMENT REGISTRY

• AUDIT FINDINGS REGISTER

• CREDITS

• QUESTIONS & FEEDBACK

Page 8: Spsdbn2014 you want to do what with my list

OVERVIEW

@tracyvds

Page 9: Spsdbn2014 you want to do what with my list

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….

Page 10: Spsdbn2014 you want to do what with my list
Page 11: Spsdbn2014 you want to do what with my list

ISO COMPLIANTDOCUMENT REGISTRY

OVERVIEW

Page 12: Spsdbn2014 you want to do what with my list

ISO COMPLIANTDOCUMENT REGISTRY

OVERVIEW

Page 13: Spsdbn2014 you want to do what with my list

ISO COMPLIANTDOCUMENT REGISTRY

OVERVIEW

Page 14: Spsdbn2014 you want to do what with my list

EMPLOYEE ON-

BOARDING

@tracyvds

Page 15: Spsdbn2014 you want to do what with my list

EMPLOYEE ON-BOARDING FORM

Page 16: Spsdbn2014 you want to do what with my list

EMPLOYEE ON-BOARDING FORM (CONT.)

Page 17: Spsdbn2014 you want to do what with my list

EMPLOYEE ON-BOARDING LIST

Page 18: Spsdbn2014 you want to do what with my list

EMPLOYEE ON-BOARDING VIEWS

Page 19: Spsdbn2014 you want to do what with my list

EMPLOYEE ON-BOARDING EXPORTS

Page 20: Spsdbn2014 you want to do what with my list

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

Page 21: Spsdbn2014 you want to do what with my list

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

Page 22: Spsdbn2014 you want to do what with my list

EMPLOYEE ON-

BOARDING

TAKE-AWAY

• Complicated workflows don’t make people do things

@tracyvds

Page 23: Spsdbn2014 you want to do what with my list

ISO COMPLIANT

DOCUMENT

REGISTRY

@tracyvds

Page 24: Spsdbn2014 you want to do what with my list

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY FORM

Page 25: Spsdbn2014 you want to do what with my list

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY LIST

Page 26: Spsdbn2014 you want to do what with my list

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT REVISION

Page 27: Spsdbn2014 you want to do what with my list

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT REVISION

Page 28: Spsdbn2014 you want to do what with my list

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT TYPES

Page 29: Spsdbn2014 you want to do what with my list

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT TYPES

Page 30: Spsdbn2014 you want to do what with my list

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY EXPORTS

Page 31: Spsdbn2014 you want to do what with my list

ISO COMPLIANT

DOCUMENT

REGISTRY

TAKE-AWAY

• No need to duplicate a controlled document register

• Version history + approvals• Library = database

@tracyvds

Page 32: Spsdbn2014 you want to do what with my list

AUDIT FINDINGS

REGISTER

@tracyvds

Page 33: Spsdbn2014 you want to do what with my list

AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER FORM

Page 34: Spsdbn2014 you want to do what with my list

AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER FORM

Page 35: Spsdbn2014 you want to do what with my list

AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER FORM

Page 36: Spsdbn2014 you want to do what with my list

AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER LIST

Page 37: Spsdbn2014 you want to do what with my list

AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER EXPORT

Page 38: Spsdbn2014 you want to do what with my list

AUDIT FINDINGS

REGISTER

TAKE-AWAY

• Need to understand data and business process

• Workflow does not correct process@tracyvds

Page 39: Spsdbn2014 you want to do what with my list

QUESTIONS

&

FEEDBACK

@tracyvds

Page 40: Spsdbn2014 you want to do what with my list

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

Page 41: Spsdbn2014 you want to do what with my list