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AGENDA

Philadelphia Area SharePoint User Group http://www.PhillySharePoint.org Kristen Bryant RJB Technical Consulting www.rjbtech.com http://www.sharepointspecialists.com/ kristen.bryant@rjbtech.com. AGENDA. Explanation of Demo Demo Working Solution How to Build Pros and Cons InfoPath Management.

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AGENDA

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  1. Philadelphia Area SharePoint User Grouphttp://www.PhillySharePoint.orgKristen BryantRJB Technical Consultingwww.rjbtech.comhttp://www.sharepointspecialists.com/kristen.bryant@rjbtech.com

  2. AGENDA • Explanation of Demo • Demo • Working Solution • How to Build • Pros and Cons • InfoPath Management

  3. Change Request Form Demo • This demo is of a simplistic change tracking mechanism • InfoPath allows it the flexibility to grow to track things specific to the organization using it. • Can build a useful form very quickly

  4. DEMO • Matt Vignau

  5. Change Request Form Demo Simple Enhancement Ideas • Promote fields to SharePoint to use views to summarize and report on changes. • Repeating sections for groups of related changes. • E-mail alerts based on views of open changes. • Web-enable

  6. Change Request Form Demo InfoPath Advantages • Hide the Actual Implementation time and date until after the item is approved • Control over the look of the form • Can look up from lists on completely separate site collections !!! SharePoint Maintenance Site Collection Site 1 HR Site Collection InfoPath Form Change Requests Supervisor: Area for Request: Site 3 Site 4 List of Supervisors Site 2 List of Areas

  7. Change Request Form Demo • Use SharePoint version history to keep versions. This will guard against inappropriate approvals.

  8. InfoPath Management • InfoPath is great. • Issue: How should an organization manage it? • Typical Problems:

  9. InfoPath management • SharePoint Governance A joint business and IT Governance model for SharePoint can address InfoPath’s place in the organization, and things like training and support. • Realistically, this may not exist and takes time and experience to put in place…

  10. InfoPath management • Even without governance, don’t lose the advantages of InfoPath! • Start simple. • 1. Keep a voluntary record of each form created in the organization • Have a SharePoint list where people can register their InfoPath forms. Users who want to use InfoPath will be eager to register so they can be part of a community using InfoPath. • Use the same list for people to enter form creation requests and ideas. Most end users will want IT to create the form rather if they have a choice. • The IT group should set the best example and always registers forms they create.

  11. InfoPath management • 2. Request a budgeted IT project for general forms creation and support, or get a director to agree to allow some time for two team members to set direction and support for InfoPath. • 3. If your organization does not do this, at least find someone who can publish a statement explaining why there is no support and whether it is “OK” for people to create unsupported forms.

  12. Questions? • Kristen BryantRJB Technical Consultingwww.rjbtech.comhttp://www.sharepointspecialists.com/kristen.bryant@rjbtech.com

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