Overview of SharePoint Collaboration Site...Exchange Hosted Encryption Registration. 27 . You may be...
Transcript of Overview of SharePoint Collaboration Site...Exchange Hosted Encryption Registration. 27 . You may be...
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SharePoint Training
CALIFORNIA SCHOOL-BASED MEDI-CAL ADMINISTRATIVE ACTIVITIES (SBMAA)
Department of Health Care ServicesSafety Financing Division
2/12/2014
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Overview of SharePoint Collaboration Site ◦ Accessing SharePoint
Group Learning Exercise ◦ Navigating SharePoint site ◦ Creating a new folder ◦ Uploading files
Registering for SharePoint
Agenda
Overview of SharePoint Collaboration Site
Accessing SharePoint
Group Learning Exercise
Registering for SharePoint
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Web-Based Portal Work closely with our stakeholders Events Data Library (180 Days) No Personal Information (PI)/Protected Health Information (PHI)
Overview of SharePoint Collaboration Site
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Web-Browser (Internet Explorer, Chrome, Firefox).
SharePoint Account
SharePoint Access ◦ Assigned unique URL address ◦ Access to your region’s folder
Accessing SharePoint
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Active user Folder Location
Interim Claiming folder
Reasonableness Test Criteria folder
Add documents
Your Region
Active user - Top Right - Your Name
Folder Location - Left Side - Second Line from top
Your Region - Located after Folder Location
Interim Claiming folder - Under Name Heading
Reasonableness Test Criteria folder Under Name Heading
Add documents Under Type Folder
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Contra Costa LEC - ABC USD Interim Claiming Documents for Fiscal Year 2013/2014 Quarter 2 for
Select IC
Group Learning ExerciseContra Costa LEC - ABC USD Interim Claiming Documents for Fiscal Year 2013/2014 Quarter 2
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Select 13_14_2
Contra Costa LEC - Interim Claiming Documents for Fiscal Year 2013/2014 Quarter 2 for ABC USD
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This directory will be empty upon first visit You will need to create a new folder for your claiming
unit’s files
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This directory will be empty upon first visit You will need to create a new folder for your claiming
unit’s files
1. Select documents
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2. Select New Folder
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Input claiming unit name → Select Save ◦ Verify the folder name matches the Participant
Universe Grid claiming unit name
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Select Save
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Select ABC USD folder
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This is the location where the files (grid & supporting docs) are uploaded
1. Select documents
This is the location where the files (grid & supporting docs) are uploaded
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This is the location where the files(grid & supporting docs) are uploaded
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1. Select Upload Document 2. Select Upload Multiple Documents
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This is the location where the files(grid & supporting docs) are uploaded
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2. Select Browse for files instead. Select files to be uploaded
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Select OK then select done
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Documents will appear here
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Email a link to your analyst
Select Documents
Email a link to your analyst
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Select one document then select E-mail a Link
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1. Select Document 2. Select E-mail a Link
Select one document then select E-mail a Link
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E-mail link to your analyst
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E-mail link to your analyst
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To navigate between your folders, select the Navigate Up icon and then select the appropriate folder. Selecting anything above your region may result in an error.
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You may accidentally select a folder you do not have permission to access. Select your back key or close browser and reopen your unique URL address
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You will receive an email with instructions to register for SharePoint
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SharePoint RegistrationYou will receive an email with instructions to register for SharePoint
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Step 1: Double click the attachment
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Open attachment
Step 1: Double click the attachment
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Select Open
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Select Read Message
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Fill in appropriate Fields Please note your information for future references
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This is the email you will receive
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Select Link
This is the email you will receive
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Please write down your username and temporary password
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Please write down your username and temporary password
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Select Link
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Input username and temporary password Select Log In
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Fill out the appropriate fields
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Fill out the appropriate fields
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Password Requirements
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Password Requirements
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Select Submit
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You are now ready to log in to SharePoint
You will receive a personal link to your region
You will have access to your region only
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Example Contra Costa ◦ Select personal Link:
https://eportal.dhcs.ca.gov/contracosta ◦ Log in with credentials
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Questions?