Jane Marie Souza, Ph.D.Marcus White

Keith Werosh, Ph.D.

SharePoint as an Assessment &

Accreditation Tool

Sponsored by

Housekeeping

We will do a brief presentation on our approach to SharePoint for Assessment & Accreditation.

During this time, please mute your phones and submit comments, suggestions and questions in the box to the right.

We will then address comments and questions submitted and facilitate the discussion.

Context & Functionality

Gather Information

Manage Process Report Out

Standardize data collection

Keep track of deliverables

Dashboard

Centralize the data Big picture Disparate data sources

Can apply to accreditation compliance, etc…

Ability to see work in progress

Aggregate info leading to meaningful interpretation

RemindersAccountability

Perspective

• Be able to aggregate data in support of multiple standards

• Be able to share with multiple offices

• Be transparent!

• See progress at a glance

• Be able to generate reports

Not too simple - Not too complex!

Considerations

• Using Office 365 2013• Your permissions may differ from ours– check with

your system administrator if you need assistance• These are tools you likely already have!• There is far more flexibility than what’s covered

today• This is just scratching the surface on the

possibilities• Much of the following can be accomplished by end

users (provided you have permission)

It starts with an App

• Provisions your own SQL database• Simple forms• Basic reporting• Multiple users• Different views• Can convert existing dataset• Good for small applications• Not much flexibility• Boring

Integrating MS Access into SharePoint

Access Form

Access Form

Custom Lists

Data Input via Form Example

• Create basic forms

• Use InfoPath to design more elaborate forms

• Integrate with Outlook, Excel, Access, Project

Custom Lists Data Management

• Export to Excel• Receive email or mobile alerts when things change• Set permissions/views

Multiple Dashboard Requested

Adding Detail to each Standard

Completing the Form

Tech Talk• What is available in SharePoint without

development/modifications?• Web Parts or “Apps”• Alerts

• What do we plan on doing to customize our solution?• SharePoint Designer & jQuery (JavaScript)

• Add-ons available for SharePoint• Virto Workflows

• Time commitment for development?• 40-80 hours high level estimate

• Reporting• Additional Topics

• SharePoint permission structure• Cloud vs Local

Reporting Capabilities

• How can the information be sorted and pulled to be put to good use for reporting?

• Export to Excel is very easy!

• Multiple ways to extract data.

Your turn….

Let’s look at your questions, comments and suggestions…..