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PEPFAR SharePoint: Overview & Best Practices for Users

2017 PEPFAR Data and Systems Applied Learning Summit. PEPFAR SharePoint: Overview & Best Practices for Users. September 2017. Welcome & Introductions. Agenda. Learning Objectives. After this course, you will be able to: Describe what PEPFAR SharePoint is and define its potential

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PEPFAR SharePoint: Overview & Best Practices for Users

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  1. 2017 PEPFAR Data and Systems Applied Learning Summit PEPFAR SharePoint:Overview & Best Practices for Users September 2017

  2. Welcome & Introductions

  3. Agenda

  4. Learning Objectives After this course, you will be able to: Describe what PEPFAR SharePoint is and define its potential Explain how membership groups and content approval status interact to make content available to certain users Apply user management principles to help members of your team view, contribute to, or modify PEPFAR SharePoint sites Apply content management principles to enable sharing amongst your team, or the entire PEPFAR SharePoint community

  5. PEPFAR SharePoint: Site Overview & Background

  6. What is PEPFAR SharePoint?

  7. Why use PEPFAR SharePoint?

  8. Why PEPFAR SharePoint? Make an announcement • Share content with your team, or with the whole PEPFAR community • Manage files; control versions • Share calendars

  9. Describe a time you’ve used PEPFAR SharePoint.

  10. What’s the site called, anyway? PEPFARii PEPFAR.net Plan B PEPFAR SharePoint (https://www.pepfar.net)

  11. Site Structure • Interagency transparency and collaboration • Share content and knowledge across PEPFAR

  12. Enough boring stuff – let’s get to the demo!

  13. Features to Demo Calendar • Create event, approve event • Import it to Outlook Emailing links Document Management • Upload and download documents • Approve documents and check for approval status • Check-in and Check-out • Version control • Simultaneous editing of documents

  14. User & Content Management

  15. Permission Groups: Who can do what?

  16. What can Powerusers do? Add and remove users to groups Share content beyond the team (approve items) Create folders in document libraries Help new users request accounts

  17. SharePoint Support

  18. Self-Service: New Account Request & PW Reset 1) Request a new account. 2) Reset your password! 1 2 3 3) Get PEPFAR SharePoint support, browse how-to guides and FAQs.

  19. Get Support for PEPFAR SharePoint! From the Global Navigation, choose “Support Site” Browse the support site to answer FAQs or submit a request for technical support

  20. Be a Champion!

  21. How to be a PEPFAR SharePoint Champion • Familiarize yourself with the site • Understand user roles and approval status • Know what it can and cannot do • Store key documents on PEPFAR SharePoint • Identify key documents most team members reference; then store them on your team site • Share experiences with colleagues • Submit recommendations for site updates or modifications that will benefit users

  22. Questions?

  23. Thank You!

  24. Part 1 Course Logistics

  25. Logistics Needs for this Course

  26. Software/Program/Technical Needs for this Course

  27. Trainer Profile Background: One of the goals of the 2017 PALS is to empower country teams to take back what they’ve learned at the Summit to their home teams. This slide is intended to capture information about the skillset a person would need to deliver this training in the future.

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