Hi Bifften,
I am new to SP and am further hampered by the fact we do not use Office 2007 yet, so we cannot use all of SP's workflow/approval processes fully (certain buttons are nonexistent, 'grayed out', etc).
Your process for check-in/check-out, approval work flow...any chance that is documented, and i could see how you've explained it to your org?
I am hoping 1. to remedy the mess we initiated some time back when we intro'd SP without proper training to the masses... 2. in the not-so-distant future, to get Office 2007 so i can rip & run!
Thank you!
I am new to SP and am further hampered by the fact we do not use Office 2007 yet, so we cannot use all of SP's workflow/approval processes fully (certain buttons are nonexistent, 'grayed out', etc).
Your process for check-in/check-out, approval work flow...any chance that is documented, and i could see how you've explained it to your org?
I am hoping 1. to remedy the mess we initiated some time back when we intro'd SP without proper training to the masses... 2. in the not-so-distant future, to get Office 2007 so i can rip & run!
Thank you!
Sorry I missed these questions earlier.
I have the check in/check out approval work flow documented as part of the broader Change Control Process.
Once a change is agreed there is a form to complete by the Process Owner which is emailed to the Mapping Administrator . The Mapping Administrator "Checks Out and Edits" the relevant file from SharePoint, makes the draft changes then sets off an approval workflow to the Process Owner. They they review the map and literally have an option to "Aprove" or "Reject" from within the alert. If accepted the remainder of the Form is completed by the Mapping Administrator for physical sign off (my boss insists on this) then the file is updated. If rejected, further ammendments would be made then a second approval flow would be started. Once signed off the Mapping Adminsitator changes the permissions on the file to be public as required and the process is live. Its then upto the Process Owner to consider their own announcement of the process change.
I have this process documented as a Process Map hosted with the other processes. I can't host it here unfortunetly as it has the company name all over it.
O/t - At our company the Sharepoint server went down for two days this week meaning no access to any current files for those who use it
we've been using Sharepoint for our Global Controlled Documents since Nov 2007 - whilst site ones are still on intranet and some department docs on Documentum