Edulink Training for Publishers

Introductions/Admin Fire Exits/Toilets Mobile Phones Tea/Coffee

Why replace WGFL? It’s use had grown over the years and a more flexible/accessible solution was required The file/folder structure and basic search facility made it difficult to locate documents quickly It had limited functionality to cater for changing needs/current requirements

Benefits of The Change More informal library structure and flexible search facility enable documents to be located quickly/easily ‘Tagging’, sorts & filters further aid document retrieval A flexible solution that enables external facing & internal/team sites to be maintained

Benefits of The Change cont… Enables online collaboration: - – Document sharing – Discussions Facility to create different roles enables different access levels for users Allows teams to administer their own site/staff

Sharepoint Overview Edulink is based on Microsoft SharePoint technology SharePoint categorises the main elements of the system into: - – Sites – Libraries – Lists – Web Parts

Libraries Files are stored and organised in libraries – Similar to storing files in folders Libraries are organised in lists There are three types of libraries – Document libraries – Form libraries – Picture libraries

Lists A collection of shared information items displayed on a site – Most of the information in a SharePoint site is organised and stored in lists – Everyone who has access to the site will be able to view lists

Aims & Objectives Navigate around the site quickly/easily Publish new documents Sort, filter & carry out searches to locate documents Edit, delete & restore documents(Recycle Bin) At the end of the session you will be able to: -

Aims and Objectives At the end of the session you will be able to: - Delete existing/add new – Contacts – News items – Web links Create custom views

Getting Started Logons/Passwords Password same as corporate logon Site hierarchy (public, internal etc.) Site navigation/commonly used features – Hyperlinks/’quick links – Breadcrumbs/Tabs

Exercise 1 – Site Navigation

Document Management Document management features – Publishing/Storage – Sorting & filtering – Searching/locating documents – Version control/document approval – Delete/amend – Recycle Bin

E Black Bag The same concept as before Majority of existing functionality retained from WGFL Additional functionality/flexibility introduced for Edulink

E Black Bag Process Overview

Exercises 2 & 3 Document Management

Creating & Managing Lists Some of the most commonly used lists are: - Contacts Web links Announcements/News Surveys Custom lists

Exercise 4 Creating & Managing Lists

Additional Functionality Sending document links Setting alerts Creating custom views

Exercise 5 Additional Functionality

Administrator Functionality Team administrators will have the ability to change the look and feel of their site Other features available will be: - – Access & control of users – Reporting – Surveys/Creating custom lists – RSS feeds

Aims & Objectives Navigate around the site quickly/easily Publish new documents Sort, filter & carry out searches to locate documents Edit, delete & restore documents(Recycle Bin) By now we hope you are able to: -

Aims and Objectives By now we hope you are able to: - Delete existing/add new – Contacts – News items – Web links Create custom views

Where to Get More Information Other training sessions – Administrator/Expert user training from November onwards User Support gov.uk Phone

What Happens Next? Go live 3/9 Nigel Haigh needs urgent contact with owners of publication sites Black bag publication via WGFL initially

Any Final Questions??