Pharmacy Informatics Workgroup What Do I Need A SharePoint? Sharepoint 101 A Step-By-Step Approach 1 Adelaide Quansah, CPhT Marian Daum, Pharm D

Pharmacy Informatics Workgroup OBJECTIVES –Explain how to manage group assignments and projects on a SharePoint –Explain how to integrate SharePoint with MicroSoft Outlook 2007 for greater efficiency –Be able to discuss at least two helpful tips and tricks to manage your site. 2

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What Is A SharePoint SharePoint is a powerful toolset for organizing:  Information  Managing documents  Increasing the efficiency of business processes  Providing robust collaboration environments 4

Pharmacy Informatics Workgroup Navigation Document Library: A Collection of documents, spreadsheets and other documents. The document library supports features such as sub-folders, file versioning and the checking in/out of documents Picture Library: Share pictures. They can be displayed as thumbnails or as a slide show Links: Place a link to webpages Announcements: Share Bits of Information 5

Pharmacy Informatics Workgroup Navigation Discussion Board: News Site or Facebook style discussions can take place. Threads can be moderated or filtered to display in certain areas. Contacts: Can make a list of group members, subject matter experts. Events: A calendar-based view of upcoming meetings, deadlines or other events Tasks: Track the work of an individual or group project to make sure it doesn’t bog down. 6

Pharmacy Informatics Workgroup Navigation Surveys: Create surveys to gather information or poll other site users using templates that will assure that you get answers in the format you need. Blog: A User can maintain an on-line diary Wiki: A team can capture and share items Recycle Bin: Allows user to restore items accidently removed 7

Pharmacy Informatics Workgroup Other Features Folder and Item-Level Access Control: Allows the creation of folders that may only be accessed by those with permission Rights-trimmed Interface: Use will only see those items and links that they can actually access. They will not see restricted access areas. 8

Pharmacy Informatics Workgroup Types of Sites Basic Page Create a basic page when you want to add a simple Web page to this site. You can modify the page by adding text, pictures, and tables using your Web browser.Basic Page Web Part Page Create a Web Part Page when you want to add a Web page to this site that displays one or more Web Parts. Web Parts provide an easy way to build powerful Web pages that can show you information ranging from a view of a list in the current site to the latest data from Web Services hosted around the world. Web Part Pages even allow for Web Part personalization, ensuring each user sees only the most relevant information. Web Part Page 9

Pharmacy Informatics Workgroup Types of Sites Sites and Workspaces Create a site or workspace when you want a new place for collaborating on Web pages, lists, and document libraries. For example, you might create a site to manage a new team or project, collaborate on a document, or prepare for a meeting. The new SharePoint site will be created under the current site at: Site]. You can specify the type of SharePoint site to create from a set of available site templates.Sites and Workspaces 10

Pharmacy Informatics Workgroup Site Templates Templates are available to help create and organize a site quickly by adding different webparts into various parts of the template. 11

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