1. Ron Fetters SharePoint Solution Consultant LDS Church

2. My Team – Solutions Manager – Vision – Joel Oleson – Product Manager - – Developers – building solutions – Operations – installation, 3 rd party tools, upgrade, optimization – Designers – design look and feel, work on client side work – Solutions Consultant – me :)

3. ShareLove – Meet with Department / Division Leads – Discuss Strategy / Objectives with SharePoint – Discuss Automation Projects – Have initial design sessions – Coaching through first projects ShareLabs – – Weekly 1 hour question/answer sessions

4. For this session – think about your processes We want to change others processes I CAN change my own

5. Eliminate duplicate entry Tedious work – Let a system handle it – You do what you do best Makes me think through the process Streamline process

6. I do have some tools: – A team site on SharePoint 2010 Enterprise Collaboration Platform – Office Enterprise – Word, Excel, Outlook, InfoPath Easy to build forms, integration to outlook – SharePoint Designer Easy tool for list library editing Workflow editing

7. Basic components of SharePoint that we will use in most workflow solutions Designing a quick workflow solution Building the solution

8. Requirements – I am on the mobile team – We would like to make it easier for others to request their services by filling out a form to select a service provider and phone – The form will have some dynamic selections – On submitting the form a task will be created and assigned to an appropriate team member based on the Service Provider.

10. Quick Design Document – Flowchart

11. Quick Design Document – Flowchart – Define SharePoint Lists Color List ColumnTypeValuesInfoPath TitleSingle Line TextFill in Text ColorChoiceRed,Green,BlueDrop Down Number Request ColumnTypeValuesInfoPath TitleSingle Line TextFill in Text Request IDSingle Line TextR-UniqueIDCalculate when new DepartmentLookupFrom Department Drop Down

12. Quick Design Document – Flowchart – Define SharePoint Lists – Workflow walkthrough PSEUDOCODE if Status = “Submitted” Create Task and assign to Agent Send Email to Agent Send Email to Customer Update Status = Assigned if Status = “Delayed” Send Email to Customer Send Email to Manager if Status = “Complete” Send Email to Customer Update Status to Closed PSEUDOCODE if Status = “Submitted” Create Task and assign to Agent Send Email to Agent Send Email to Customer Update Status = Assigned if Status = “Delayed” Send Email to Customer Send Email to Manager if Status = “Complete” Send Email to Customer Update Status to Closed

13. Quick Design Document – Flowchart – Define SharePoint Lists – Workflow walkthrough – UI Pages

14. Quick Design Document – Flowchart – Define SharePoint Lists – Workflow walkthrough – UI Pages – Reports/Views

15. Customer Page – Making a request – Getting email Service Tech Page – Seeing requests – Processing requests Customer – Final Email

16. Lists – Settings InfoPath form – Request – Task Workflow – Request Update workflow

17. Q/A ron.fetters@gmail.com @ronfetters