How to Fire People Using SharePoint
Sandra MahanSharePoint Saturday ndash Utah
February 20 2016
About Me
Contact InfoTwitter smahan14Email smahan14gmailcom
Sandra MahanSharePoint Team Lead PHRChubbuck Idaho US
bull 20+ years experience in Human Resources
bull Former Business Analyst
bull Power User who enjoys sharing information with others
bull Speaker at SharePoint Saturdays Evolutions SharePoint Live 360
AgendaGathering Requirements
Populating the Data
Workflow History Alerts
Auditing the Data
Handing Over the Keys
Utilization Review Accreditation Commission
bullDaily changes (new hires terminations promotions etc) bullNon-profit organization that certifies healthcare quality through accreditation processbullMakes on-site reviews of company policies to make sure they are being followed and adhere to best practicesbull Itrsquos a Big Deal for health insurance companies
Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance
reviews)bull Hard copy documents (driverrsquos license and certifications)
bullResults tracked on Excel throughout multiple shared drives by 23 employees
bullDaily changes (new hires terminations promotions etc)
What are our options
OptionsbullCreate interfaces to each system
bullStart small and tell them phase two
bullRequirements werenrsquot fully outlined
bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working
Gathering Requirements
The First MeetingbullAsk a few pointed questions
bullListen and take notes ndash use OneNote
bullDonrsquot suggest solutions in the initial meeting
bullDont talk like a programmer
Questions to askbullWhen do you need this and is it a temporary or long-term solution
bullHow many items will be entered monthly
bullHow many people will be using the application and do they need unique permissions
bullWhat are the benefits of automating this process or changing platforms
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
About Me
Contact InfoTwitter smahan14Email smahan14gmailcom
Sandra MahanSharePoint Team Lead PHRChubbuck Idaho US
bull 20+ years experience in Human Resources
bull Former Business Analyst
bull Power User who enjoys sharing information with others
bull Speaker at SharePoint Saturdays Evolutions SharePoint Live 360
AgendaGathering Requirements
Populating the Data
Workflow History Alerts
Auditing the Data
Handing Over the Keys
Utilization Review Accreditation Commission
bullDaily changes (new hires terminations promotions etc) bullNon-profit organization that certifies healthcare quality through accreditation processbullMakes on-site reviews of company policies to make sure they are being followed and adhere to best practicesbull Itrsquos a Big Deal for health insurance companies
Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance
reviews)bull Hard copy documents (driverrsquos license and certifications)
bullResults tracked on Excel throughout multiple shared drives by 23 employees
bullDaily changes (new hires terminations promotions etc)
What are our options
OptionsbullCreate interfaces to each system
bullStart small and tell them phase two
bullRequirements werenrsquot fully outlined
bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working
Gathering Requirements
The First MeetingbullAsk a few pointed questions
bullListen and take notes ndash use OneNote
bullDonrsquot suggest solutions in the initial meeting
bullDont talk like a programmer
Questions to askbullWhen do you need this and is it a temporary or long-term solution
bullHow many items will be entered monthly
bullHow many people will be using the application and do they need unique permissions
bullWhat are the benefits of automating this process or changing platforms
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
AgendaGathering Requirements
Populating the Data
Workflow History Alerts
Auditing the Data
Handing Over the Keys
Utilization Review Accreditation Commission
bullDaily changes (new hires terminations promotions etc) bullNon-profit organization that certifies healthcare quality through accreditation processbullMakes on-site reviews of company policies to make sure they are being followed and adhere to best practicesbull Itrsquos a Big Deal for health insurance companies
Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance
reviews)bull Hard copy documents (driverrsquos license and certifications)
bullResults tracked on Excel throughout multiple shared drives by 23 employees
bullDaily changes (new hires terminations promotions etc)
What are our options
OptionsbullCreate interfaces to each system
bullStart small and tell them phase two
bullRequirements werenrsquot fully outlined
bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working
Gathering Requirements
The First MeetingbullAsk a few pointed questions
bullListen and take notes ndash use OneNote
bullDonrsquot suggest solutions in the initial meeting
bullDont talk like a programmer
Questions to askbullWhen do you need this and is it a temporary or long-term solution
bullHow many items will be entered monthly
bullHow many people will be using the application and do they need unique permissions
bullWhat are the benefits of automating this process or changing platforms
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Utilization Review Accreditation Commission
bullDaily changes (new hires terminations promotions etc) bullNon-profit organization that certifies healthcare quality through accreditation processbullMakes on-site reviews of company policies to make sure they are being followed and adhere to best practicesbull Itrsquos a Big Deal for health insurance companies
Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance
reviews)bull Hard copy documents (driverrsquos license and certifications)
bullResults tracked on Excel throughout multiple shared drives by 23 employees
bullDaily changes (new hires terminations promotions etc)
What are our options
OptionsbullCreate interfaces to each system
bullStart small and tell them phase two
bullRequirements werenrsquot fully outlined
bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working
Gathering Requirements
The First MeetingbullAsk a few pointed questions
bullListen and take notes ndash use OneNote
bullDonrsquot suggest solutions in the initial meeting
bullDont talk like a programmer
Questions to askbullWhen do you need this and is it a temporary or long-term solution
bullHow many items will be entered monthly
bullHow many people will be using the application and do they need unique permissions
bullWhat are the benefits of automating this process or changing platforms
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance
reviews)bull Hard copy documents (driverrsquos license and certifications)
bullResults tracked on Excel throughout multiple shared drives by 23 employees
bullDaily changes (new hires terminations promotions etc)
What are our options
OptionsbullCreate interfaces to each system
bullStart small and tell them phase two
bullRequirements werenrsquot fully outlined
bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working
Gathering Requirements
The First MeetingbullAsk a few pointed questions
bullListen and take notes ndash use OneNote
bullDonrsquot suggest solutions in the initial meeting
bullDont talk like a programmer
Questions to askbullWhen do you need this and is it a temporary or long-term solution
bullHow many items will be entered monthly
bullHow many people will be using the application and do they need unique permissions
bullWhat are the benefits of automating this process or changing platforms
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
What are our options
OptionsbullCreate interfaces to each system
bullStart small and tell them phase two
bullRequirements werenrsquot fully outlined
bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working
Gathering Requirements
The First MeetingbullAsk a few pointed questions
bullListen and take notes ndash use OneNote
bullDonrsquot suggest solutions in the initial meeting
bullDont talk like a programmer
Questions to askbullWhen do you need this and is it a temporary or long-term solution
bullHow many items will be entered monthly
bullHow many people will be using the application and do they need unique permissions
bullWhat are the benefits of automating this process or changing platforms
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
OptionsbullCreate interfaces to each system
bullStart small and tell them phase two
bullRequirements werenrsquot fully outlined
bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working
Gathering Requirements
The First MeetingbullAsk a few pointed questions
bullListen and take notes ndash use OneNote
bullDonrsquot suggest solutions in the initial meeting
bullDont talk like a programmer
Questions to askbullWhen do you need this and is it a temporary or long-term solution
bullHow many items will be entered monthly
bullHow many people will be using the application and do they need unique permissions
bullWhat are the benefits of automating this process or changing platforms
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Gathering Requirements
The First MeetingbullAsk a few pointed questions
bullListen and take notes ndash use OneNote
bullDonrsquot suggest solutions in the initial meeting
bullDont talk like a programmer
Questions to askbullWhen do you need this and is it a temporary or long-term solution
bullHow many items will be entered monthly
bullHow many people will be using the application and do they need unique permissions
bullWhat are the benefits of automating this process or changing platforms
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
The First MeetingbullAsk a few pointed questions
bullListen and take notes ndash use OneNote
bullDonrsquot suggest solutions in the initial meeting
bullDont talk like a programmer
Questions to askbullWhen do you need this and is it a temporary or long-term solution
bullHow many items will be entered monthly
bullHow many people will be using the application and do they need unique permissions
bullWhat are the benefits of automating this process or changing platforms
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Questions to askbullWhen do you need this and is it a temporary or long-term solution
bullHow many items will be entered monthly
bullHow many people will be using the application and do they need unique permissions
bullWhat are the benefits of automating this process or changing platforms
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Questions to askbullHow will new items be added
bullWhat happens when a new item is added
bullDoes the item require versioning
bullWhat is going to happen to your current process
Does the old data need to be brought into the new system
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Homework for the BusinessItem Business Provides
Drop down fields List of the values
Workflows Wording for any emails (subject and body) who will it go to when is it sent
Calculated fields Calculations
Reporting Example of existing reports
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Where to startbullFlowchart the process
bullStart small and build up
bullShow them the basics so they can visualize
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Example Flowchart
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Visio flowchart icons
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Populating the Data
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
All Site Content
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Master File
bullEach employee being tracked has one
bullFocal point of all the employeersquos information
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Master File - Demographics
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Master File - Certifications
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Master File - History
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
List and Library Connections
Master File
Departmental Orientation ChecklistEmployee Data
License or Certification Lookup List
License or Certification
Requirements
Scope of Practice Attestation
Training Reports
Personnel Documents
(Document Library)
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Workflows
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Employee Data - UploadbullWeekly HR report via Excel spreadsheet
bullData pasted into the Upload View (datasheet)
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment
bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special
Status History Job Code URL
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Form Update History
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
History Section
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
SharePoint List
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Customize in InfoPath
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
SharePoint Designer
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Job Code URLbull Job Descriptions named with the job code
bullPass the job code via a parameterized link in the workflow
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Master File - WorkflowsbullEmail Department Orientation Checklist
bullLicense or Certification Required
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Upload Documents
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
LicenseCertification RequirementsbullSimple list that matches on job code
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist
bullUpdates the Master File
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Upload Personnel DocumentsbullDocument Library with metadata
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Workflow - Personnel DocumentsbullUpdate the Master File for a resume
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Workflow - Personnel DocumentsbullLicense or Certification
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Training History Flowchart
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Training ReportbullExcel report generated by HR
bullAdmin retrieves the data from the learning management system
bullCopy and paste into a datasheet view
bullUpdates the Master File
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Workflow - Training ReportbullWorkflow
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Workflow History Alerts
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Workflow Error View
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Overall Error Page
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Workflow History Alert
bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the
urlhttp[servername][sitename]listsWorkflow20History
bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event
Type]=10)
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Workflow History Alert (continued)bullNow set an Alert on the view
Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Auditing the Data
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Employee Audit Dashboard
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports
bullConnectionsbullMaster File web part connects to the other three web parts
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Incomplete Folder Dashboard
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Incomplete Folder DashboardbullFolder Completion Status Calculation
=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)
bull List Filter
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Incomplete Folder Dashboardbull jQuery to highlight columns
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Expiration Dates
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Expiration DatesbullMaster File List Filter bull Personnel Document
List Filter
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Handing Over the Keys
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Admin Page
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Admin Guide
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Technical Documentation
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Train the Admin
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Final Statebull1 employee working part-time (2 hoursday)
bull Information tracked in SharePoint
bullAbility to display all the information for a specific person on a single screen
bullTime to prepare for an audit has been reduced to hours instead of days
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14
SharePint tonight at 630pm The Garage on Beck
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