1. Welcome Chris Tubbs Lead Product Specialist- Productivity Applications SSM Healthcare St. Louis, MO

2. SHAREPOINT SharePoint 2007 Overview of References

3. SharePoint Web based tool Powerful throughout the organization Page editing Internal/External Sites Document Libraries Lists Calendars

4. Team/Department Sites Overview First step: Organize (Need site owners, contributors, etc) Meet and Design Gather technical requirements Propose a “theme” Draw layout Propose “draft” Finalize Publish Communicate

5. Teamsites Cont…

6. Create a Document Library Click Site actions (Need owner access) Click Create

7. Document Workflows Go to your Document Library Hover your mouse over the document Click the down arrow that appears Click Workflows

8. Workflows Cont… Choose your type of workflow (may be different than below depending on your IT dept) Approval or Collect Feedback

9. Workflows Cont… Specify who you want to review or approve your document

10. Incoming Email- Workflow Initiator The person who initiated the workflow will receive an email stating that the workflow has started

11. Incoming Email- Assignee The assignee will receive an email with a task assignment The assignee can edit the document or view it and mark the task as complete

12. Assignee Feedback The assignee can type feedback, request a change, or reassign the task

13. Progress Reminder- Outlook Check the progress of the originator’s workflow right from Outlook

14. Checking Progress in SharePoint Find out who has tasks assigned to them and if the tasks have been completed or not. Check workflow history to evaluate how long it takes to get a document reviewed or approved

15. Workflow Completed Once the workflow has been completed, the originator receives an email letting them know it has been completed.

16. Status of a Completed Workflow

17. Scanning Paper Docs to SharePoint Electronically Create a document library Assign an email address

18. Scanning Paper Docs to SharePoint Electronically Assign permissions to scan Choose Settings- Document library settings Choose Incoming email settings Choose the appropriate security policy for your library Scan your documents to the email address you specified on the previous slide.

19. Create a Custom List Create a custom list Click Site actions (Need owner access) Click Create Choose Custom List

20. Create a Custom List Choose Settings- Create Column Allows for storage of additional data (also applies to document libraries)

21. References Create a Custom List http://www.trainsignal.com/blog/sharepoint-services-part-2-learn- to-create-a-new-custom-list SharePoint 2013 Adoption Guides http://www.discoversharepoint.com/ SharePoint Tips and Tricks for End Users https://www.nothingbutsharepoint.com/sites/eusp/Pages/default. aspx Articles Step by Step Instruction

22. References Set up a Workflow http://www.youtube.com/watch?v=UxWF77Ty1tg

23. Thank You! Questions?