WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
SHAREPOINT AND THE STORY OF THE MUTANT
FROGNarrated By:
Tom Duff
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Prince Tom Duff• SharePoint Developer• Portland, Oregon, U.S.• 35+ years in IT, 20+ working with collaboration software• Co-author of two books (in a former technical life with
IBM/Lotus)• Specializing in Out-Of-The-Box solutions for business areas• Speaker at virtual conferences, SharePoint User Groups,
SharePoint Saturdays
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Once upon a time…• The Wish• Brainstorming• How We Built It• The Moral of the Story
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
The Wish• Peer recognition program that incentivize employees to
participate• Must be easy to use, low cost and easy to maintain• Employees can recognize any other employee throughout the
company as many times as they like• Automated email notifications• Employees can see who they recognized and who recognized
them• Managers can see who and what was recognized
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Brainstorming Time• What shall we call it? • Let’s make it pretty (https://pixabay.com/)
• Oh no, our frog only has 4 toes (SnagIt)
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
The ConceptTake Five to Give Five
Take 5 minutes to give 5 points to a fellow co-worker and recognize their outstanding work. You also receive 1 point for
recognizing someone.
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Time to Get to Work• Let’s build the site • Create a Picture Library to store our artwork• Build a custom list to store the High Five recognitions• Build a second custom list to store the drawing entries• Build a dashboard page to summarize information
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
List Settings:Advanced Settings
• Item-level Permissions• Attachments - Disabled
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Creating the Custom ListCreate columns:• Recipient (Field Type: Person or Group)
• Recognition (Field Type: Multiple lines of text, Rich text for spell check purposes)
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Customize the Form• Used InfoPath to customize form• Colors• Logo• Submit button
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Additional Form Fields• Submitter• Date Submitted• Year, Quarter, Month• Recipient and Submitter: • First Name, Last Name, Division, SubDivision, SubSubDivision,
Supervisor Level 1, 2, and 3• High Five Recognition Board• Character count
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Form Rules• 350 character limit for recognition and character count• You can’t “High Five” yourself• Submit display message
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
High Five Drawing List• Create a secondary list
for drawing entries
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Initial Processing Workflow• Update the demographic fields• Update High Five Recognition Board field• Set the supervisory fields• Create the High Five Drawing Entries• Send out an email
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Deleting a High Five• Used to prevent people from deleting High Fives but still
getting drawing entries for giving or receiving• PowerShell script• Create hash table of High Five list IDs• Read each drawing entry and check to see if High Five list
ID is in the table• If not, delete the drawing entry
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Monthly Drawings• Export to Excel• Filter list to current month• Random Number Generator
https://www.random.org/integers/
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Home Page• InfoPath webpart for submission• High Five list with Recognition Board field (no toolbar)• Content Editor Webpart to remove column headers
<style> TR.ms-viewheadertr {DISPLAY: none}</style>
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
High Five Dashboard
• 3 Filtered List Web Parts
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Information Management Policy SettingsPurge Drawing Entries
4 months after created datePurge High Fives
13 months after created date
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
The Moral of the Story• It doesn’t have to be hard• It doesn’t have to be dull and boring• It can be done out-of-the-box• Have fun
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
And they all lived happily ever after
WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia
Thank you for attendingTom Duff• Twitter: @duffbert• Email: [email protected]• SlideShare:
www.slideshare.net/duffbert
Sandra Mahan• Twitter: @smahan14• Email: [email protected]• SlideShare:
www.slideshare.net/sharepointsandra