UCAIug Document Control Requirements Private Documents Simplification of Access General Requirements Public Documents 1

UCAIug Document Control Requirements Private Documents Simplification of Access Public Documents – Help Desk and Issues Tracking – IPR Declarations IPR Database IPR Policy – Meeting Sites minutes Agendas presentations – Working Groups – Presentations shared libraries...private shared library public sharepoint access control access 2

UCAIug Document Control Requirements …Cont – Testing certificates – list – ICD files? Documents – test procedures – QAP & Accreditation Procedures – drafts Minutes – Calendar need easy entry ability to add meeting to Outlook – Corporate Documents Charter Brochures Regulatory Filings Policies & Procedures Templates Bylaws 3

General Requirements Numbering Guide Committee Member Limited set of Classifications Data Requirements How do you correctly cite something in the UCAIug SharePoint Forum Sort/filter Permissions…trimmed by member class/WGs/projects/individual[admin] Tree structure with filters and permissions to branches and leafs Improve ability to access and locate stuff Physical identifiers in docs [unique] Unstructured Search support Access Control process through filters rather than structure ability to post different from read 4

Private Documents SharePoint Membership lists Testing SDO Drafts Presentations Working Groups Marketing Working Drafts Private Projects Forum Discussion Topics UG Meeting Notes 5

Public Documents Read Forum Discussion Topics Help Desk and Issues Tracking IPR Declarations Meeting Sites Working Groups Presentations Testing Calendar Corporate Documents 6 Forum Discussion Topics – post – Social media/forums – Management Oversight and supervision Help Desk and Issues Tracking – Need to retain Formatting – Training – FAQ – CIM Issues – Tissues – Need to revise comments IPR Declarations – IPR Database public access – IPR Policy public access Meeting Sites – minutes – Agendas – presentations Working Groups Presentations – shared libraries...private – shared library public – sharepoint access control – access Testing – certificates list – public » Bruce to check on access ICD files? – Documents test procedures QAP & Accreditation Procedures – Audit Procedures drafts – Minutes Calendar – need easy entry – ability to add meeting to Outlook Corporate Documents – Charter – Brochures – Regulatory Filings – Policies & Procedures

Required Document Control Types/Features Document Management – Meta Data Required? – Large Document Databases? – Version Control/Tracking – Backup Daily host backup Mozy network backup – Archive need help Access Control – Class – Individual – Group – Site – Library – Document 7

Help Desk Help Desk Permission Trimmed/Controlled – Logging – Priority – FAQ – Age – Sort category/user/group – Performance 8

Search – Active – Archives – incorporating Google enterprise – Permission Access Trimmed/Controlled – By Site – By SharePoint domain 9

Calendar/News/Announcements Calendar – RWED permission trimmed – roll up 10

Administrative Global Administrator – CREATE ALL SITES Libraries Directories Site Settings Grant Permissions Site Administrator WG Chairs/Secretary/ Community – READ/WRITE/EDIT/DELETE – Sign in Required – PER SITE – CREATE Sub Sites Libraries Directories Site Settings Grant Permissions 11

Member Accounts Member Account – READ/WRITE [contribute/post] – Search Private Directories – Help Desk – Sign in Required Guest Account – Sign in Required – Help Desk? – Search Public Doc Libraries Anonymous – READ ONLY – Help Desk? FAQ – Search? – Sign in not required 12