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CDPHE Accreditation SharePoint Site Documentation Upload Instruction Guide

Table of Contents

How to Navigate the Accreditation SharePoint Site ........................................................................................................................ 2

How to Upload Documentation within a Domain ............................................................................................................................ 3

How to Edit an Uploaded Document within a Domain .................................................................................................................. 7

How to Modify the “View” within a Domain (a.k.a. the “Columns”) ........................................................................................... 8

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How to Navigate the Accreditation SharePoint Site

START HERE:

**Important: Please use the Internet Explorer Browser for best site functionality. Accreditation Homepage URL: http://pheweb/ops/accreditation/Pages/Home.aspx

Accreditation Team Members can click on the left hand menu options to navigate to assigned Domains for documentation uploading or access project documents and standard templates by clicking on the Project Management menu item. ALL CDPHE staff will have access to the Frequently Asked Questions, Accreditation Timeline or Accreditation Status to view general information about CDPHE’s Accreditation Project.

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How to Upload Documentation within a Domain

Step 1: After clicking on a Domain library, click the link.

Step 2: A dialogue box will appear and allow you to browse to the file you wish to upload. Click on the Browse button,

locate your file and then click OK.

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Step 3: The Document Properties screen will be displayed, which allows you to enter information about the uploaded

document (see detailed list of field requirements bulleted on the next page).

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Please Note: All fields with a red asterisk (*) are required.

The Name field will pre-populate with the name of the uploaded document you just browsed to. Please ensure this file name follows the standard naming convention outlined in the Cover Sheet guidance HERE.

Please select the Responsible Division(s) for the file being uploaded by clicking the checkboxes. Please enter the name of the person/people that can update or answer questions about the

document being uploaded. Please enter the Document Description as outlined in the standard Cover Sheet template HERE. Please enter a date for the Creation Date of the document being uploaded or “Unknown” if not

known. Please select the appropriate Measure that the documentation is demonstrating by clicking the

button under the Meets Measure field.

Second half of Document Properties screen: (see bulleted requirements on next page)

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Under the Meets all PHAB Requirements? field, please select the item that most accurately reflects the readiness of the document in its present iteration.

Final Choice field: Please indicate if the document uploaded is your final choice for submission to PHAB. Multiple documents can be uploaded into SharePoint that may demonstrate how we meet a Measure’s requirements, but only the final documents should indicate “yes”.

The Accreditation Notes field is optional, and can be used to write important notes pertaining to the document or to share with additional team members.

The Entry Contains Measure Narrative box will ONLY be checked if the document entry contains the Measure Narrative for the entire Measure as a whole. Please leave this box “unchecked” for the remaining documents within the Measure.

Only one document entry per measure will contain the Measure Narrative. Choose one document entry and explain how the body of evidence uploaded (all of the documentation for the Measure taken together) demonstrates conformity to the Measure requirements. Up to 10,000 characters allowed. The Measure Narrative field will be left blank in all of the remaining documents within the Measure.

Only one document entry per measure will contain an overall Self Score for the entire Measure that indicates the level of conformity to the PHAB Standards and Measures:

o 4 = Fully Demonstrated o 3 = Largely Demonstrated o 2 = Slightly Demonstrated o 1 = Not Demonstrated

Click on the button to save the uploaded document and it’s properties. Your document will then be displayed as follows:

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How to Edit an Uploaded Document within a Domain Step 1: Hover your mouse over the Name field of the document you’d like to edit, until the black down-arrow appears.

Step 2: Click on the black down-arrow and select Edit Properties. You are then able to make any updates to the

property fields. When finished, click the Save button.

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How to Modify the “View” within a Domain (a.k.a. the “Columns”) Step 1: While in your Domain library, click on the Library tab at the top of your screen and click on the Modify View option directly below. Each team member can have their own “unique” view within each Domain library.

Step 2: The Edit View screen will be displayed, which will allow you to change the order of the fields. To remove a field

from the “view”, uncheck the box in the Display column or to add a field to the “view”, check the box. Click OK.