Date post: | 13-Dec-2015 |
Category: |
Documents |
Upload: | natalie-lynch |
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Why replace WGFL?Why replace WGFL?
It’s use had grown over the years and a more flexible/accessible solution was required
The file/folder structure and basic search facility made it difficult to locate documents quickly
It had limited functionality to cater for changing needs/current requirements
Benefits of The ChangeBenefits of The Change
More informal library structure and flexible search facility enable documents to be located quickly/easily
‘Tagging’, sorts & filters further aid document retrieval
A flexible solution that enables external facing & internal/team sites to be maintained
Benefits of The Change Benefits of The Change cont…cont…
Enables online collaboration: -– Document sharing– Discussions
Facility to create different roles enables different access levels for users
Allows teams to administer their own site/staff
Sharepoint OverviewSharepoint Overview
Edulink is based on Microsoft SharePoint technology
SharePoint categorises the main elements of the system into: -– Sites– Libraries– Lists– Web Parts
LibrariesLibraries
Files are stored and organised in libraries– Similar to storing files in folders
Libraries are organised in listsThere are three types of libraries
– Document libraries– Form libraries– Picture libraries
ListsListsA collection of shared information items
displayed on a site – Most of the information in a
SharePoint site is organised and stored in lists
– Everyone who has access to the site will be able to view lists
Aims & ObjectivesAims & Objectives
Navigate around the site quickly/easilyPublish new documentsSort, filter & carry out searches to locate
documentsEdit, delete & restore
documents(Recycle Bin)
At the end of the session you will be able to: -
Aims and ObjectivesAims and ObjectivesAt the end of the session you will be able to: -Delete existing/add new
– Contacts– News items– Web links
Create custom views
Getting StartedGetting Started
Logons/Passwords Password same as corporate logonSite hierarchy (public, internal etc.)Site navigation/commonly used features
– Hyperlinks/’quick links– Breadcrumbs/Tabs
Document ManagementDocument ManagementDocument management features
– Publishing/Storage– Sorting & filtering – Searching/locating documents– Version control/document approval– Delete/amend– Recycle Bin
E Black BagE Black Bag
The same concept as before
Majority of existing functionality retained from WGFL
Additional functionality/flexibility introduced for Edulink
Author tags the document for
submission to the E-Black Bag
Document Uploaded to any SharePoint site
on the portal by an author
Live copy of the document is sent by
workflow action to the E-Black Bag site as an
unapproved item
Author presented with options for setting
expiry date and school phase
Approver user signs in to the E-Black Bag site
Approver user launches form that allows multiple-item
approval
Item is added to a weekly alert for
distribution to schools (filtered by phase)
Item approved?
Send an e-mail to the author notifying that
item has been rejected
End
No
Yes
Approver adds document or news
item directly to the E-Black Bag site
E Black Bag Process Overview
Creating & Managing ListsCreating & Managing Lists
Some of the most commonly used lists are: -
ContactsWeb linksAnnouncements/NewsSurveysCustom lists
Additional FunctionalityAdditional Functionality
Sending document linksSetting email alertsCreating custom views
Administrator FunctionalityAdministrator Functionality
Team administrators will have the ability to change the look and feel of their site
Other features available will be: -– Access & control of users– Reporting– Surveys/Creating custom lists– RSS feeds
Aims & ObjectivesAims & Objectives
Navigate around the site quickly/easilyPublish new documentsSort, filter & carry out searches to locate
documentsEdit, delete & restore
documents(Recycle Bin)
By now we hope you are able to: -
Aims and ObjectivesAims and ObjectivesBy now we hope you are able to: -
Delete existing/add new – Contacts– News items– Web links
Create custom views
Where to Get More Where to Get More InformationInformation
Other training sessions– Administrator/Expert user training from
November onwardsUser Support
Phone - 766766
What Happens Next?What Happens Next?
Go live 3/9Nigel Haigh needs urgent contact with
owners of publication sitesBlack bag publication via WGFL initially