spsjhb2014 you want to do what with my list?!

38
Tracy van der Schyff The Guid Stuff (Pty) Ltd

Upload: tracy-van-der-schyff

Post on 07-Dec-2014

192 views

Category:

Technology


1 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: Spsjhb2014 you want to do what with my list?!

Tracy van der Schyff

The Guid Stuff (Pty) Ltd

Page 2: Spsjhb2014 you want to do what with my list?!

THANKING

THE

SPONSORS

Page 3: Spsjhb2014 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 4: Spsjhb2014 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 5: Spsjhb2014 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 6: Spsjhb2014 you want to do what with my list?!

OVERVIEW

Page 7: Spsjhb2014 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 8: Spsjhb2014 you want to do what with my list?!
Page 9: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANTDOCUMENT REGISTRY

OVERVIEW

Page 10: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANTDOCUMENT REGISTRY

OVERVIEW

Page 11: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANTDOCUMENT REGISTRY

OVERVIEW

Page 12: Spsjhb2014 you want to do what with my list?!

EMPLOYEE ON-

BOARDING

Page 13: Spsjhb2014 you want to do what with my list?!

EMPLOYEE ON-BOARDING FORM

Page 14: Spsjhb2014 you want to do what with my list?!

EMPLOYEE ON-BOARDING FORM (CONT.)

Page 15: Spsjhb2014 you want to do what with my list?!

EMPLOYEE ON-BOARDING LIST

Page 16: Spsjhb2014 you want to do what with my list?!

EMPLOYEE ON-BOARDING VIEWS

Page 17: Spsjhb2014 you want to do what with my list?!

EMPLOYEE ON-BOARDING EXPORTS

Page 18: Spsjhb2014 you want to do what with my list?!

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

Page 19: Spsjhb2014 you want to do what with my list?!

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

Page 20: Spsjhb2014 you want to do what with my list?!

EMPLOYEE ON-

BOARDING

TAKE-AWAY

• Complicated workflows don’t make people do things

Page 21: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANT

DOCUMENT

REGISTRY

Page 22: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY FORM

Page 23: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY LIST

Page 24: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT REVISION

Page 25: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT REVISION

Page 26: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT TYPES

Page 27: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY VIEWS

DOCUMENT TYPES

Page 28: Spsjhb2014 you want to do what with my list?!

ISO COMPLIANTDOCUMENT REGISTRY

DOCUMENT REGISTRY EXPORTS

Page 29: Spsjhb2014 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

Page 30: Spsjhb2014 you want to do what with my list?!

AUDIT FINDINGS

REGISTER

Page 31: Spsjhb2014 you want to do what with my list?!

AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER FORM

Page 32: Spsjhb2014 you want to do what with my list?!

AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER FORM

Page 33: Spsjhb2014 you want to do what with my list?!

AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER FORM

Page 34: Spsjhb2014 you want to do what with my list?!

AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER LIST

Page 35: Spsjhb2014 you want to do what with my list?!

AUDIT FINDINGS REGISTER

AUDIT FINDINGS REGISTER EXPORT

Page 36: Spsjhb2014 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

Page 37: Spsjhb2014 you want to do what with my list?!

QUESTIONS

&

FEEDBACK

Page 38: Spsjhb2014 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