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5. List and Library Functions For Site Owners Creating a list or library Click View all Site Content or any heading (e.g. Documents, Lists), then click Create. Select the type of list or library to create. Type in a Name and Description, indicate if the list/library should show up in the Quick Launch area. For document libraries indicate Yes/No for versioning. Click Create. Deleting a list or library In the list/library choose Settings, then List or Document Library Settings. Under Permissions and Management click Delete this List or Document Library. Click OK.
7. Workflows A workflow is an automated document reviewing process (e.g. feedback or approval) that can be configured and triggered by the user. Once a workflow is started the status of the document is displayed in the column Approval.
Creating a list or library column In the list/library choose Settings, then List or Document Library Settings. Under Columns click Create Column. Enter the name of the new column and select the type of information. Fill out the Additional Column Settings. Click OK. Deleting a list or library column In the list/library choose Settings, then List or Document Library Settings. Under Columns click on the column name to be deleted. Click Delete. Click OK. Attention: A deleted column (and its content) can not be restored!
To start a workflow Click to the right of the filename, then select Workflows in the drop down list. Under Start a New Workflow choose the workflow to be started (refer to the description below the title for further explanation). Click Approvers. Type in all or part of the name, then click or press Enter. Select the name in the list (multiple persons can be added by repeating steps 4 and 5). Click OK. Fill out the required fields. Click Start. To respond to an approval request sent by email The reviewer will receive an email that contains a link to the document to be approved, as well as a link to the approval task itself. Click on the file name in the email. Click Open. The corresponding application opens and displays the document. The document is open for review as read-only. Open the link Edit this Task in your email. Type comments in the corresponding text box. Approve or Reject the document.
Quick Reference Guide for Microsoft Office SharePoint 20071. 2. 3. 4. 5. 6. 7. 8. Microsoft Office SharePoint Overview How To Use Document Libraries How To Use Lists List and Library Functions List and Library Functions For Site Owners User Management For Site Owners Workflows Common Functions & Support
6. User Management For Site Owners Manage Site Users Three default groups are created when a site is delivered: Novartis Site Owners - site configuration permissions Members - contribute permissions Visitors - read permissions The Site Owners, when added as owner of the Members and Visitors group can add or remove users to those groups. Add a user to one of the groups Click Site Actions, Site Settings. Under User Permissions select People & Groups. Click on the desired group. To add more users click New, Add Users. Use the lookup to search for users or groups. Delete a user from one of the groups Click Site Actions, Site Settings. Under User Permissions select People & Groups. Click on the desired group. Select the check boxes for the users that you want to remove. On the Actions menu click Remove Users from Group.
8. Common Functions & Support Using email alerts Use email alerts to be notified when a change happens in a list or library or when a specific item changes. For a list/library, click Actions then Alert Me. Or for a specific item, click to the right of the item name and then select Alert Me. Modify the alert settings. Click OK. To manage your alerts choose Welcome (your name) in the top right, then My Settings. Click My Alerts. Using the Recycle Bin By default, deleted items are kept for 30 days. To view the recycle bin, click Recycle Bin in the Quick Launch area. To restore an item check the item, then click Restore Selection. Support For additional support or for advanced technical requests not explained in this guide, please contact: the Site Owner - you can find the contact on the main page of the Site. the Helpdesk. For further information please navigate to the Novartis SharePoint Collaboration Support site: https://collaboration.novartis.net/support. Novartis GITI_COL_TM_121_v2.0 Jul. 2010
All the functionalities described in the Quick Reference Guide are available when Microsoft Office 2007 is installed on your computer. Microsoft Office SharePoint is highly customizable. Some of the options and features on this card may not be available to you.
1. Microsoft Office SharePoint Overview1 2 3 7 6 9 5
2. How To Use Document Libraries (continued) To drag & drop a file onto your desktop, choose Actions, then Open with Windows Explorer. A new explorer window opens displaying the content of the library. Drag the file to the destination or select the item and use Cut and Paste commands. Deleting a document To delete a document click to the right of the filename, then select Delete in the drop down list. Click OK. Adding an existing file to a document library Click Upload. Click Browse. Select a file, click Open, then OK. Remark: If not all required meta data of a document had been set, a window will appear to define them. To upload many files at once: Click the drop down arrow of the Upload button, then Upload Multiple Documents.
3. How To Use Lists A List is a group of similar items such as calendar events, tasks or announcements. Also attachments can be stored for each list item. On a default team site the features Calendar, Tasks, Discussion Board and Contact List are based on lists. Creating a new list item Navigate to the desired list, then click New or click Add New Announcement (or Event/Link/etc.) if available in the content area. Fill out the item details. Click OK. Editing a list item Click on the item name, then click Edit Item. Make changes, then click OK. Or in a list, hover over the item, click the down arrow then choose Edit Item. Deleting a list item Click on the item name. Click Delete Item, then OK. Or in a list hover over the item, click the down arrow, then choose Delete Item. Click OK. 4. List and Library Functions Sorting Click on a column heading 11 Click again to reverse the sort order. Or hover over the column heading. Click , then select a sort order. Filtering Hover over a column heading, then Click . From the bottom part of the drop down list, select the criteria from the available values. Repeat the steps 1 and 2 to filter by any additional column. When filtered, appears next to the column name. To remove a filter from a column, click , then select Clear Filter from (column name). Changing Views Click the View name (e.g. All Documents), then select a view. Creating a View Click in the drop down list View. Click Create View. Select the view of your choice (e.g. Standard View). Type in the name of your view and do the modifications. Click OK. Note: If you are not the Site Owner, this view is a personal view only and not visible to other users. Only Site Owners can create/modify public views. Exporting to a spreadsheet For a list/library, click Actions, then Export to Spreadsheet. Click Open. Click Enable in the security warning. Using datasheet view Use the datasheet view to work with a list/library in a manner similar to Microsoft Excel (not available for all lists/libraries). To change to datasheet view, choose Actions, click Edit in Datasheet. To exit datasheet view, click on Actions, then Show in Standard View.
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Top-Level site breadcrumbs links Current site name Site tabs Quick Launch area User settings Search area Breadcrumbs links (within a site) Main content area Site actions only for site users/owners Context menu Column heading
Accessing a SharePoint site Type the site address (e.g. https://colllab-ms.novartis.net/sites/yoursite) in your web browser. Press Enter. Opening a file Click on the home page of the current top site 3 Click on the site name in a sites breadcrumb links 1 / 7 Click on a site tab 3 Click on a subsite of the Quick Launch area 4 To see a list/library/etc. click a link in the Quick Launch area 4 Or, to see all content of one type, click one of the headings (e.g. Documents, Lists). To see all the content of the current site click View all Site Content. Requesting a Collaboration Site To request a Microsoft Office SharePoint site, type the following address in your web browser: https://collaboration.novartis.net. Press Enter. Select your Division and click on Request a Collaboration Site. User Management In order to grant or deny access to one site you can use SharePoint interface. For more specific questions about site membership management contact your division SharePoint Center of Excellence. 2. How To Use Document Libraries Using document libraries Document libraries allow you to manage files such as documents, spreadsheets and presentations. Shared Documents is a common default document library. Opening a file To open a file click on the filename. If prompted select Read Only or Edit, then OK. Or, in your application (e.g. MS Word), click File or , Open. For browsing for filename, type in the address of your SharePoint site (e.g. https://www.ni-collaboration.novartis.intra/sites/yourdepartment/ yourteamsite), then click Open. Select a SharePoint site/library, then the file to open. Creating a new document To create a new document, click New. The document type is determined by the document librarys settings. (Default setting is New Document in MS Word format). Instead of using/creating folders, you can also make use of meta data and views. (See section List and Library functions for sorting, f