sharepoint and the story of the mutant frog
TRANSCRIPT
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SHAREPOINT AND THE
STORY OF THE MUTANT FROG
Narrated By:
Sandra Mahan and Tom Duff
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The Story Tellers
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Princess Sandra Mahan
• SharePoint Team Lead, PHR
• Chubbuck, Idaho, U.S.
• 20+ years experience in Human Resources
• Former Business Analyst
• Power User who enjoys sharing information with others
• Speaker at SharePoint Saturdays, Evolutions, SharePoint Live! 360
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Prince Tom Duff
• SharePoint Developer
• Portland, Oregon, U.S.
• 35+ years in IT, 20+ working with collaboration software
• Co-author of two books (in a former technical life with IBM/Lotus)
• Specializing in Out-Of-The-Box solutions for business areas
• Speaker at virtual conferences, SharePoint User Groups,
SharePoint Saturdays
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Once upon a time…
• The Wish
• Brainstorming
• How We Built It
• The Moral of the Story
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The Wish
• Peer recognition program that incentivize employees to participate
• Must be easy to use, low cost and easy to maintain
• Employees can recognize any other employee throughout the
company as many times as they like
• Automated email notifications
• Employees can see who they recognized and who recognized them
• Managers can see who and what was recognized
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Brainstorming Time
• What shall we call it?
• Let’s make it pretty (https://pixabay.com/)
• Oh no, our frog only has 4 toes (SnagIt)
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The Concept
Take Five to Give Five
Take 5 minutes to give 5 points to a fellow co-worker and recognize
their outstanding work. You also receive 1 point for recognizing
someone.
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Time to Get to Work
• Let’s build the site
• Create a Picture Library to store our artwork
• Build a custom list to store the High Five recognitions
• Build a second custom list to store the drawing entries
• Build a dashboard page to summarize information
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List Settings:Advanced Settings
• Item-level Permissions
• Attachments - Disabled
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Creating the Custom List
Create columns:
• Recipient (Field Type: Person or Group)
• Recognition (Field Type: Multiple lines of text, Rich text for spell check purposes)
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Customize the Form
• Used InfoPath to customize form
• Colors
• Logo
• Submit button
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Additional Form Fields
• Submitter
• Date Submitted
• Year, Quarter, Month
• Recipient and Submitter:
• First Name, Last Name, Division, SubDivision, SubSubDivision,
Supervisor Level 1, 2, and 3
• High Five Recognition Board
• Character count
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Form Rules
• 350 character limit for recognition and character count
• You can’t “High Five” yourself
• Submit display message
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Character Count
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Can’t High Five Yourself
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Submit Message
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Duplicate Recognition
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High Five Drawing List
• Create a secondary list
for drawing entries
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Initial Processing Workflow
• Update the demographic fields
• Update High Five Recognition Board field
• Set the supervisory fields
• Create the High Five Drawing Entries
• Send out an email
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Creating The List Items
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Creating the High Five List Item
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The Email Generation Step
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The Result
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Creating a Duplicate High Five
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Getting the Icon in the Ribbon Bar
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Duplicate Recognition Workflow
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Deleting a High Five
• Used to prevent people getting drawing entries if they
delete an existing High Five
• PowerShell script
• Create table of High Five list IDs
• Read each drawing entry and check to see if High Five
list ID is in the table
• If not, delete the drawing entry
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Monthly Drawings
• Export to Excel
• Filter list to current month
• Random Number Generator
https://www.random.org/integers/
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Home Page
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Home Page
• InfoPath webpart for submission
• High Five list with Recognition Board field (no toolbar)
• Content Editor Webpart to remove column headers
<style> TR.ms-viewheadertr {DISPLAY: none}</style>
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High Five Dashboard
• 3 Filtered List Web Parts
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Reports
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Information Management Policy Settings
Purge Drawing Entries
4 months after created date
Purge High Fives
13 months after created date
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The Moral of the Story
• It doesn’t have to be hard
• It doesn’t have to be dull and boring
• It can be done out-of-the-box
• Have fun
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And they all lived happily ever after
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Thank you for attending
Tom Duff
• Twitter: @duffbert
• Email: [email protected]
• SlideShare:
www.slideshare.net/duffbert
Sandra Mahan
• Twitter: @smahan14
• Email: [email protected]
• SlideShare:
www.slideshare.net/sharepointsandra