HOS

Management Information System

Assesment 1 : Design a CMS
Tutor: Mrs Geraldin Cunnane
Group Memebers:
Wejdan Altawash 201500347
Farah Almadani 201501243
Sayde Adnan Alyousef 20131490
Abdulrahman Aldoy 201500960
Table of Contents
Company Profile ............................................................................................................................... 6

Mission ........................................................................................................................................... 6

Vision .............................................................................................................................................. 6

Values ............................................................................................................................................. 6

Roles and responsibilities of each group member ................................................................................ 7

Marketing department ............................................................................................................................16
Finance and Accounting department ..........................................................................................................18
Human Resource Department .................................................................................................................... 20
 Steps to create a Document library ......................................................................................................26
 How to deactivate a button “New folder” ............................................................................................. 27
 Steps on how to put the Document Library on to the Quick Launch ........................................................28
 Delete a Document Library ..................................................................................................................28
 How to delete a Document Library from Quick Launch ..........................................................................29
Step 1: Go to site actions and click on Site settings ......................................................................................29
 Uploading a single document into a Library ..........................................................................................29
 Steps to upload multiple documents into your library ............................................................................29
 Steps to check in/out a document for editing ........................................................................................ 30
 Picture Library.................................................................................................................................... 31
 How to create a picture library ............................................................................................................. 31
 How to delete a picture library ............................................................................................................. 31
 Asset library ....................................................................................................................................... 32
 Create an asset library......................................................................................................................... 32
 Steps to delete an asset library ............................................................................................................ 32
 Site-level column ................................................................................................................................ 33
 Steps to adding the site-level column to your document library .............................................................. 33
 Steps to create a site-level column ....................................................................................................... 34
Look-up Column ....................................................................................................................................... 35
 Steps to create a list............................................................................................................................ 35
 Steps to delete a list ........................................................................................................................... 36
 Steps to create a look-up column ......................................................................................................... 36
 Steps to delete a look-up column ......................................................................................................... 36

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 Choice column .................................................................................................................................... 37
 Steps to create a choice column ........................................................................................................... 37
 .............................................................................................................................................................. 37
 Steps to delete a choice column ...........................................................................................................38
 Templates ..........................................................................................................................................38
Steps on creating a new content type .........................................................................................................38
 Steps on applying the template to the document library ........................................................................ 39
 Steps on adding metadata to the template ........................................................................................... 39
 Steps on adding “link to a document” as a content type ......................................................................... 39
 Steps on adding a link to a document outside the document library ........................................................40
 Alerts ................................................................................................................................................40
 Steps on how to set an alert on the whole document library ...................................................................40
 Steps on how to delete the alert on the set on the document library ....................................................... 41
 Steps on how to set an alert on a single document................................................................................. 42
 Steps on how to delete an alert on a single document ............................................................................ 42
 View .................................................................................................................................................. 43
 Steps to create a view ......................................................................................................................... 43
 Steps to delete a view .........................................................................................................................44

...................................................................................44
 Versioning .........................................................................................................................................44
 Steps to enable versioning on a document library ..................................................................................44
 Work flows ......................................................................................................................................... 45
 how to create an automatic approval workflow ..................................................................................... 45
 Steps on how to create a manual approval workflow ............................................................................. 47
 How to create a manual feedback workflow .......................................................................................... 47
 Web Parts ......................................................................................................................................... 48
Image viewer Web Part ............................................................................................................................ 48
 Steps on how to insert an image via Image Viewer Web Part ................................................................. 48
 “Content Editor” Web Part ................................................................................................................. 49
Steps on how to insert an image via Content Editor Web Part ...................................................................... 49

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 Steps to change the site’s theme page.................................................................................................. 50
 Steps to add an event to the Calendar .................................................................................................. 50
 Steps on how to add an announcement ................................................................................................ 51
 Steps on how to delete an announcement ............................................................................................ 51
 Steps on how to add a discussion ......................................................................................................... 51
 Steps on how to delete a discussion ..................................................................................................... 52
 Steps on how to Share a document ...................................................................................................... 52
 Steps on how to delete a shared document ........................................................................................... 52
 Steps on how to create a survey ........................................................................................................... 53
 Steps on how to delete a survey ........................................................................................................... 54

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5
 Company Profile

About HOS

We provide a Loofah soaps from Istanbul, Turkey. The soaps are available in several nice
smells. Also, the soaps contain loofahs inside of them. This product is unavailable in Bahrain.
Hoş is the first business who provide a Loofah soaps at Bahrain.

Mission
We provide a loofa soap fort he consumers to make it easier and fatser to use.

Vision
Expand our business to the gulf within five tears and to the middle east in ten years.

Values
Our business values are Trust, Innovation, quality and team work

Chief Executive Officer

(CEO)- Ms. Geraldin

Human Resource FInance & Accounting

Department Marketing Department Health & saftey (Sayed
Department
(Farah Almadani) Adnan)
(Wejdan Altawash) (Abdulrahman Aldoy)

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Roles and responsibilities of each group member

Marketing Department
Manager: Farah Almadani

● Working on developing the communications material to promote the

product to the consumers.
● Applying PEST and SWOT analysis of the business.
● Doing market research to help the business to understand the consumer’s
needs.
● Using the market research to develop the business products by surveys and
interview.
● Working on Innovation by providing promotions to attract the customers.

Human Resource Department

Manager: Wejdan Altawash

● Manpower planning for the future of the business.

● Overlooking on the quantity of people leaving the jobs.
● Improving the stuff skills by trainings.
● Determining the salaries of the stuff according to their bachelors,
experience, skills and the position at the business.
● Determining quantity of employees needed at work.
● Welfare and motivate the employees.
● Determining duties, responsibilities, necessary skills, and outcomes.
● Productivity level of the workers in the business.
● Process of attaining, analyzing and recording information about the
performance of each employee.

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 Finance & Accounting Department
Manager: Abdulrahman Aldoy
● Creating reports of financial performance including forecast and budget vacancies.
● Managing the payments of bills, salaries and wages.
● Reviewing the financial requests from each department of the business.
● Documentation and the controlling of incoming and outgoing cash flows
● Preparing the financial reports, income statement, Balance sheet, etc.

Health and Safety Department

Manager: S. Adnan Alyosef
● Checking the workplace regularly.
● Providing fire extinguisher, First aid products and personal Protective Equipment.
● Training the employees about health and safety regulations.
● Certifying our products from the ministry of health and inspecting the products
regularly.

Hoş Environmental Responsibilities statement

1. The soaps will be made from natural organic ingredients

2. The soaps will not be tested on animals
3. The loofa will be made out from materials that decomposes

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Hoş’s cloud computing

Cloud computing

Could computing offers information technology services. The information is from the internet
via we-based applications. Yet, users might have direct access to the cloud if the current electronic
devices used have access to the web.

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Marketing department

Loomly software

- It helps the businesses to advertise for the product or service

- It provides calendars to arrange social media posts

- It gives creative ideas of advertisements

Human resources department

Bamboo HR Software

- It helps to increase the productivity in the HR department.

-helps reduce the errors.

-helps smaller companies to save money

Accounting and finance department

Software XERO

- helps you to pay faster through invoices to have better cash flow

- helps the business to keep track of their money, accounting and financial transactions

- low monthly payment and no annual contract which means the company can cancel it anytime,
this would also save money and gives the company more options if they didn’t like the
software.

Health and safety department

Software SHE

- help reduce the number of errors

- reduce the cost of correction problems

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- ensure you comply with legislation

Advantages and disadvantages of using cloud computing

Advantages of cloud computing

 Working on cloud requires less training comparing with other traditional methods.
 There is unlimited storage in cloud. Thus, a physical storage server is unneeded.
 The cost-efficiency which derives with cloud computing is an pro in terms of the
company finance.
 The accessibility of the cloud offers a useful access by the employees anywhere in the
world.

Disadvantages of cloud computing

 Due to software technical, the company might faces crashes by using the software which
cause loses of large amount of data.
 Technical issues may increase namely connectivity problems and network may cause a
serious dysfunction to the company or the business.
 Confidential documents can be stolen with jeopardizing the company to be vulnerable.

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Marketing Department
HR Department Taxonomy

Social media Product ID Month Year

Advertising

Printed items Product ID Month Year

Buy two get

Promotion Benefits Product ID Month Year
one free

Sales target Specific

Product ID Month Year
(quantity) Period
Sales
Consumers
Spesific Product
target Month Year
Period ID
(Satisfuction)

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 Human resources Department bonuses
HR Department Taxonomy

Employee
Retirment Month Year
ID
Termination
Employee
Redeployment Month Year
ID

Reward Bonuses Employee ID Month Year

Motivation
Employee
Benefits Healthcare Month Year
ID

Trainign Employee
Training Month Year
Period ID
Education
External Learning Employee
Month Year
learning Period ID

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Accounting and finance Department

Profit & Loss Month Year

Accounting Report
Accounting and Finance Department Taxonomy

Balance sheet Month Year

Debit Month Year

General Journals

Credit Month Year

HR Month Year

Finance &
Month Year
Accounting
Budget & Expenses
Research and
Development Month Year
(R&D)

Marketing Month Year

In-Flows Month Year

Cash Flow

Out-Flows Month Year

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Health and safety Department

Equipment ID

Case
Risk Assessment
Starting Date

Service Date

Employee ID

Courses
First-Aid
Equipment ID

Equipment Date
Health & Safety Taxonomy

Employee ID

Course Name
Training
Course Date

Course Length

Product ID

Form Name
Certifying Products
Certify Date_first

Certify Date_last

Policy Date

Policy ID
Policies
Policy Name

Dapartment Name

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Marketing department

Business process for creating a campaign

Marketing Team

will construct a series of

campaigns

The manager will pick the suitable

Marketing Campaign for the business
manager

Accept Reject

Finance Overlooking the costs

to create the campaigns
Manager

Accept

The marketing team will

begin the campaign for the
business

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Business Process of Marketing the product

Marketing Team

Find a local skin care shop to sell our

soaps in

Reviews the advertising and will

Advertising
Either accept or reject
Manager Make a
contract with shop

ff
Accept Reject Find another store to
promote and sell our soaps in

Marketing Manager
Negotiate about
price and quantity

Accept Reject

The Marketing Team will begin the

process of selling and promoting for
the soap in the store

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Finance and Accounting department
Process of purchasing equipment.

Received a deal from costumer.

Rejection is sent back to the

accounting department for a
possibility of a counter offer.

By Assistant Accountant
Reviewed
by the
managers.

Accept Reject

Negotiate for a better deal.

Rejection is sent back to the

Reviewed by accounting department for a possibility

the account of a counter offer or decline and look

managers. for other costumers.

By Assistant Accountant

Accept Reject

Recorded in all the books by the

accountant.

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Process of collecting expenses from multiple departments

All data expenses collected from all

departments

Arrange data depending on

Data Re-collected by
the departments
accountant assistant if
not approved
Numbers and data checked by
Account Managers.

Gets approval
from managers
to record the
data in the books

Accept Reject

Recorded in account books.

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Human Resource Department
Business process of filling annual leave

employee submits annual

leave application

HR Manager

Inform candidate of
rejection

Manger will look in the

employee profile to see how
many days they have

Accept Reject

Employee gets their

annual leave

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Process of taking a sick leave

Employee fills in the specified

sick leave form

HR Manager
checks how
many days
they have left
Inform employee
of rejection

Accept Reject

Informs the employee

approval for sick leave

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Health and safety process
New Product

Check if the product meets the

standards
Accepted Ministry
Sell the product
of Health

Rejected

Using Ministry of Health

Rejected
Cancel the product CEO recommendations, decide to
modify or cancel the product

Apply
again
Accepted

Modify the product

Modified Product

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 Website sketches
Sketch1

Banner
Home About us discover F&Q Contact us

Marketing

HR Slide Show of Soaps

Finance

Health and Safety

All Site Content Pictures of Soaps and Information about it

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Sketch 2

Banner

Home About us Discover F&Q Contact us

Marketing
About Hos’s Soaps
HR

Finance
Mission
Health and safety

All Site Content Vision

Sketch 3

Banner

Home About us Discover F&Q Contact us

Marketing
Slide show
HR

Finance with all new Instructions on how to use the

Health and safety
products soaps and ingredients
All Site Content

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Step by Step Manual to
support CMS

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Document Library

Definition-
Document library is the place where you can create, collect, update and manage files. So that the
users have access to the documents they should need to be granted permission from the
administrator.

 Steps to create a Document library

Step 1: Click on “Site Actions” you will find it in the top left corner of the site

Step 2: choose “New Document Library”

Step 3: In the Name field type the name of your department

Step 4: Click on the No button for “Display this Document library on the Quick launch”

Step 5: Under the Document Template field, select the document template you want

Step 6: Click “Create”

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  How to deactivate a button “New folder”

Step 1: Go to your library tab, on the top of the site you and will find Library settings Icon

Step 2: Click on Advanced Settings

Step 3: Click on Yes for Allow management of content types

Step 4: Click No for Make New Folder command available

Step 5: Then Click Ok

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  Steps on how to put the Document Library on to the Quick Launch

Step 1: On the left side menu of the site click on All Site Content

Step 2: Click on the Document Library and copy the link (URL) of the page you are currently in

Step 3: From the top left of the site, choose Site Actions and then select Site Settings

Step 4: Under Look and Feel field click on Quick launch and press on New Headings

Step 5: Paste the copied URL in Type the Web address box and write a description of your choice in
Type the description box

Step 6: last step clicks on Ok button

 Delete a Document Library

Step 1: Go to the Document Library

Step 2: Click on the Library tab, and then Library Settings button

Step 3: Click on Delete this Document Library

step 4: Then “OK”

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  How to delete a Document Library from Quick Launch

Step 1: Go to site actions and click on Site settings

Step 2: Under Look and Feel field choose Quick Launch

Step 3: Click on the document you want to delete

Step 4: Click on Delete then ok

 Uploading a single document into a Library

Step 1: Go to the Document Library on top page, click on the Documents tab

Step 3: Click on Browse and select the document you want from your computer that you already
crated before

Step 4: Click Ok then save

 Steps to upload multiple documents into your library

Step 1: Navigate to Document Library

Step 2: Click on the Document tab then click the upload documents button on the ribbon

Step 3: Under Upload document select the Upload Multiple Documents Icon

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Step 4: Choose the Browse or Drag the needed document.

Step 5: Click on OK then save it

 Steps to check in/out a document for editing

Step 1: Go to Document Library

Step 2: Click on the drop-down menu on the preferred document needed to be checked out

Step 3: Once the document is checked out, you can start editing the document. Once you finish
editing, select Check In from the drop-down menu

Step 4: Click “OK”

 Steps to restore a deleted document

Step 1: Navigate to Recycle Bin in the Quick Launch

Step 2: Select the document that you need to restore by checking the check box next to it

Step 3: choose the Restore Selection button placed on the top of the page then click OK

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  Picture Library

Definition-
In a picture library, pictures and graphics are stored. Additionally, these pictures can be linked to any
part of the website for instance the blog of the website.

 How to create a picture library

Step 1: Navigate to Site Action and from the pull-down menu, select More Options

Step 2: click on Picture Library

Step 4: Click the More Options button from the pop-up menu

Step 5: Insert a name to the library

Step 6: Click NO to Display to Quick Launch?

Step 7: Then Create

 How to delete a picture library

Step 1: Navigate to All site content on the bottom left side of the site

Step 2: Click on Picture Library placed under the heading Document Library

Step 3: Choose Library Tools

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Step 4: Click Library Settings Button and below Permission and Management, Choose Delete this
Document Library Button

Step 5: Click OK

 Asset library
Definition-
The asset library supports the website in order to manage rich media assets, like image, audio and
video files.

 Create an asset library

Step 1: Click on Site Actions and from the pull-down menu, select More Options

Step 2: Choose the Asset Library and then select on More Options

Step 3: Type a Name in the empty field

Step 4: Select the button NO to Display on Quick Launch?

Step 5: Click Create

 Steps to delete an asset library

Step 1: Navigate to All Site Content

32
Step 2: Click on Picture Library and choose Library Tools

Step 3: Click on Library Settings

Step 5: Below Permission and Management, Choose Delete this document library

Step 6: Click OK

 Site-level column

Definition-
A site level column is a column which is created at a Site-level. The Site-level column is accessible by
all the departments of the company including sub sites.

 Steps to adding the site-level column to your document library

Step 1: Navigate to document library

Step 2: Click on Library Settings

Step 3: Under the column heading, click on Add from existing site columns and select custom from
the drop-down menu.

Step 5: Select the most preferred column of the site columns and then click on Add

Step 6: Click OK

33
  Steps to create a site-level column

Step 1: Go to Site Actions and from the drop-down menu choose Site Settings button

Step 2: Click on Site Columns and then click the Create button located on the top of the page.

Step 4: In the Column Name arena, type the name for the column you want. For Example: Months of
the year

Step 5: Below The type of information in this column is: select Choice (menu to choose from).

Step 6: Choose Yes for Require that this column contains information:

Step 7: In the group-box labelled Type each choice on a separate line: type in the how months in
the year you want

Step 8: Under Display choices using: choose the most chosen display, in this case Drop-Down Menu

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Look-up Column

Definition-
To create a relationship between two lists SharePoint, a look up column must be created to “look up”
the choices from the source list. Moreover, columns can be added as long as they have supported
data type.

 Steps to create a list

Step 1: Go to Site Actions and select More Options

Step 2: Select Custom List

Step 3: On the right, you will find More Options click on it

Step 4: Type in the Name space, HR_List

Step 5: Choose No for Display this list on the Quick Launch?

Step 6: Then press on Create

Step 7: Go to All site content, roll down to the list section and choose the list you created HR_List

Step 8: Below List Tools, click Items tab and choose the New Item button from the ribbon list.

Step 9: Type CV in the Title field and click on Save

35
  Steps to delete a list
Step 1: Below List Tools, click on the List button and select the List settings button from the ribbon
menu.

Step 2: under the HR List column, choose Delete this list button.

Step 3: Click OK

 Steps to create a look-up column

Step 1: Go to the most appropriate document library by clicking on the department located on the
Quick Launch.

Step 2: Under Library Tools, press on Library and then press on the create column button from the
ribbon

Step 3: In the Column Name space, type the name of the column you want add with the document
library. For example: Document Type

Step 4: Below The type of information in this column is: choose Lookup (information already on
this site)

Step 5: Type in a description whatever you want

Step 6: In require this column to contain more information: say Yes

Step 7: From the drop-down menu, get information from: Choose the list you want to get
information from

Step 8: From the drop-down menu, in this column: Choose Title.

Step 9: Then OK

 Steps to delete a look-up column

Step 1: Go to the most preferred document library located on the Quick Launch.

Step 2: Below Library Tools, click on Library then select “Library Settings” located on the ribbon.

Step 3: Under the columns headings, click on the column.

36
Step 4: Click “Delete” and then click on “Ok”

 Choice column

Definition-
A choice column helps you to choose an element from a list of options. Furthermore, only someone
with full access to SharePoint may be able to adjust or add items on to the choice column.

 Steps to create a choice column


Step 1: Go to the document library HR placed on the Quick Launch.

Step 2: Under Library click Library and then select Create Column placed on the ribbon.

Step 3: In the Column Name space, type the name of the column you want to add.

Step 4: Under The type of information in this column is: choose Choice (menu to choose from).

Step 5: Optional: enter a description of the column you want

Step 6: press on Yes for Require that this column contains information:

Step 7: In the text-box labelled Type each choice on a separate line: type in the list of choices, in
this case:

 Human Resource
 Health and safety
 Finance
 Marketing

Step 8: Below Display choices using: select the format in which choices would be displayed, in this
case “Drop-Down Menu”.

Step 10: Click OK and the Choice-Column and you will see the column in the document library.

37
  Steps to delete a choice column
Step 1: Go to the document library HR placed on the Quick Launch on the left of the page

Step 2: under the Library Tools click on Library and then choose Library Settings placed on the
ribbon.

Step 3: Below Columns, click on the column name Department Type

Step 4: Click delete

Step 5: then “Ok” and the Choice-Column will be deleted

 Templates

Definition-
A template is made in order to create documents of the same format to be used frequently by the
user.
Steps on creating a new content type
Step 1: Go to Site Actions and click on Site Settings

Step 2: choose Site Content Types

Step 3: On the top of the page Click Create

Step 4: Type the Name for the content type

Step 5: On the Parent Content Type for Select Parent Content Type from click on the drop-down
menu and select Document Content Types

Step 6: Click on the drop-down menu for Parent Content Type and select Document

Step 7: Click Ok then Go to Advanced Settings

Step 8: Select the radio button to upload the template Look for you template

Step 9: Click OK
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  Steps on applying the template to the document library

Step 1: Go to the Document Library on the ribbon and select Library Settings button

Step 2: Under content types, choose the Add from existing content type

Step 3: in the Available Site Content Types scroll down and find the wanted template and click Add
or double click it with the mouse

Step 4: Click OK

 Steps on adding metadata to the template

Step 1: Go to Document Library and choose Library Settings

Step 2: Select the template needed in to add it the metadata

Step 3: Click on Add from exiting site or list columns, Choose and add the metadata

Step 4: Click OK

 Steps on adding “link to a document” as a content type

Step 1: Brows to the Document Library and Choose Library Settings

Step 2: Under the Content Types, press the add from exiting site content button

Step 3: Search for Link to a Document from the site contents and select Add then OK

39
  Steps on adding a link to a document outside the document library

Step 1: Navigate to the Document Library and look for the document you want

Step 2: Navigate your mouse to the document you want and right click on it and select Copy
Shortcut

Step 3: Go to Document Library and select the Documents button

Step 4: press on New Document and select Link to a Document

Step 5: Insert the name you want for the document and paste the link you copied in Step 2.

Step 6: Click OK

 Alerts
Definition-
Alerts helps you to keep track of changes happens in documents or lists. You will receive an Email
notifications can be received whenever content is added or modified on the site.

 Steps on how to set an alert on the whole document library

Step 1: Navigate to Document Library

Step 2: Choose Library icon under Library Tools

Step 3: Click on Alert me placed on the top of the page

Step 4: From the drop-down menu click on Set alert on this library as shown in the picture

40
  Steps on how to delete the alert on the set on the document library

Step 1: Repeat the previous steps you did to add an alert until you reach step 3

Step 2: Click on Alert me and from the drop-down menu click on Manage My Alerts

Step 4: Check the box on the created Alert which is called HR

Step 5: Click on Delete Selected Alerts

41
  Steps on how to set an alert on a single document

Step 1: Navigate to the selected Document Library

Step 2: Go to the most preferred document you want to put an Alert on. In this case

Step 3: Click on the drop-down menu and select Alert me

 Steps on how to delete an alert on a single document

Repeat the steps you did for deleting an alert for the whole document library

42
  View
Definition-
A view helps you to view items in your list or library by using different metadata.
 Steps to create a view
Step 1: Navigate to Document Library of HR and click on the Library tab

Step 2: Click on Create View

Step 3: In Choose a view format click on Standard View

Step 4: In the view name field, type the name of the view

Step 5: Modify your view by checking or unchecking the boxes displayed at Make this the default
view

Step 6: in the Group by section expand the drop-down menu named First group by the column and
select Document Type

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  Steps to delete a view

Step 1: Navigate to the library tab

Step 2: Click on the Create View tab

Step 3: in the drop-down menu will appear and choose Modify View

Step 3: Pick the view you want to delete in the view name

Step 4: select Delete on top of the page then ok

 Versioning

Definition-
Versioning helps users to create many versions of a single document without rewriting the original
version.
 Steps to enable versioning on a document library

Step 1: Navigate to the Document Library

Step 2: Navigate to Library Settings

44
Step 3: In the Library Settings page, under General Settings, click Versioning settings

Step 4: Below Require content approval for submitted items? Click “Yes”

Step 5: In the Create a version each time you edit a file in this document library? section, you will
have two options:

Create major versions

Create major and minor (draft) versions.

Select Create major and minor (draft) versions

Step 6: Click OK

 Work flows

Definition-
Workflows helps a business processes by making it more well-organized to manage and track the
tasks and offer a record of conclusion once it is done.
 how to create an automatic approval workflow
Step 1: Navigate to the Document Library and in the ribbon, select Library Settings

Step 2: Navigate to the Workflow Settings and choose Add a workflow

Step 3: Select the type of workflow which is Approval-SharePoint 2010

Step 4: Enter a name for the workflow

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Step 5: Select Yes for Start this workflow when a new item is created and click Next

Step 6: Enter the user ID of people in the company to approve or reject

Step 7: Type in the request for the workflow

Step 8: Add duration for the workflow. For example: 3 days

Step 9: Click Save

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  Steps on how to create a manual approval workflow

Step 1: Go to the Document Library and from the ribbon select Library Settings

Step 2: Navigate to Workflow Settings and click on Add a workflow

Step 3: Choose the Approval-SharePoint 2010 workflow

Step 4: Enter a name for the workflow

Step 5: Enter the name or user ID of people in the company to approve or reject and select “Next”

Step 6: Type in a request for the workflow

Step 7: Add duration for the workflow. For instance: 2 days then save

Step 9: Navigate back to the Document Library

Step 10: Select a document you would want to attach a workflow to. From the drop-down menu
select Workflows

Step 11: Select the workflow which you previously made

Step 12: Select Start

 How to create a manual feedback workflow

Step 1: Go to the Document Library and from the ribbon pick Library Settings

Step 2: Go to the Workflow Settings and click on Add a workflow

Step 3: Select Run on items of this type

Step 4: Select the type of workflow Collect Feedback-SharePoint 2010

Step 5: Enter a unique name for the workflow and select Next

Step 6: Enter the names or user ID of people who are supposed to receive feedback

Step 7: Select serial order

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Step 8: Type in a request for the workflow

Step 9: Add duration for the workflow. For instance: 2 days

Step 10: Click Ok

 Web Parts

Image viewer Web Part

Definition-
Image viewer helps users to upload an image into the website straight from the asset library.

 Steps on how to insert an image via Image Viewer Web Part

Step 1: go to the Asset Library

Step 2: Right click on the image needed

Step 3: Choose the Copy Shortcut from the drop-down menu

Step 4: Go to the site’s page you want to add the picture to

Step 5: Click on Edit Page placed on the top of the page

Step 6: Click on Add a Web Part in the place you want to put the picture in
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Step 7: a category will appear on top of the page select Media and Content and then choose Image
Viewer Web Part and click Add

Step 8: The web part will appear on the place you selected, to edit it click on the arrow and a drop-
down menu will appear, select Edit Web Part

Step 9: Past the link in the first empty field that you copied in step 3 then OK

 “Content Editor” Web Part

Definition-
Content editor lets users upload images straight from the computer. The image will be saved in the
site’s picture library.
Steps on how to insert an image via Content Editor Web Part

Step 1: Navigate to the homepage of your website

Step 2: on top of the page click on Page

Step 3: Then from the ribbon select Edit Page

Step 4: Click on Add a Web Part

Step 5: A category will appear on top of the page select Media and Content then select Content
Editor Web Part and at the end OK

Step 6: Click on the web part and select Click here to add new content

Step 7: From the top of the page select Insert and choose Picture

Step 8: Click on Browse to add the image from the computer and select Ok

Step 9: Once uploaded go to the ribbon of the page and click on Stop Editing
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  Steps to change the site’s theme page

Step 1: Go to Site Actions located in the ribbon on the left side of the site, and select Site Settings
from the drop-down menu

Step 2: In the Look and Feel section , select Site Theme

Step 3: Select a color of your choice that suits your site theme

Step 4: Click OK

Project X “ lady gaga Concert”

 Steps to add an event to the Calendar

Step 1: Navigate to the team’s web page Lady Gaga Concert

Step 2: Navigate to the Quick Launch placed on the left side of the website and select Calendar

Step 3: Select New Event in the Calendar Tools section

Step 4: Enter a Title of the event your hosting

Step 5: Enter what’s the event is all about, then create

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  Steps on how to add an announcement

Step 1: Go to the team’s site Lady Gaga Concert

Step 2: Navigate to the Quick Launch and select Announcements

Step 3: Select Add New Announcement and type a title and a Body

Step 4: Then save

 Steps on how to delete an announcement

Step 1: Click on the announcement you want to delete

Step 2: From the ribbon on top of the page click Delete Item

Step 3: Click Close

 Steps on how to add a discussion

Step 1: Navigate to the team’s site Lady Gaga Concert

Step 2: Go to the Quick Launch and select Discussions

Step 3: Select Add New Discussion

Step 4: Type a Subject and Body Then Save

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  Steps on how to delete a discussion

Step 1: Navigate to View Properties from Discussions

Step 2: From the ribbon click on Delete Item

 Steps on how to Share a document

Step 1: Navigate to the team’s site Lady Gaga Concert

Step 2: Go to the Quick Launch and select Shared Documents

Step 3: Click on Add Document to upload a document

Step 4: Click on Browse and choose the file you want to share then OK

 Steps on how to delete a shared document

Step 1: In the Shared Document press on the drop-down arrow on the document you wish to delete

Step 2: Select Delete

Step 3: Click Close

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  Steps on how to create a survey

Step 1: Navigate to the team’s site Lady Gaga Concert

Step 2: Go to site actions and tap on more options and select Surveys

Step 3: Enter the title for the survey

Step 4: Select No on Displaying the survey on the Quick Launch

 Steps on adding a Choice response question

Step 1: Enter the question and select the type of response Choice

Step 2: Type the question you think is more suitable for this type of answer

Step 3: Leave the Default Field blank

Step 5: Select Next Question to add another question if needed

Step 6: when you are done with questions tap Finish

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  Steps on adding a Rating scale response question

Step 1: Enter the question and select the type of response Rating Scale

Step 2: Type the question you think is more suitable for this type of answer

Step 3: Choose a number rage

Step 4: Select Next Question to add another question if needed

Step 5: Once you are done completed select Finish

 Steps on how to delete a survey

Step 1: Navigate to Surveys in the Quick Launch

Step 2: Click on the survey you want to delete

Step 3: Navigate to the settings and select Survey Settings

Step 4: Select Delete this survey below Permission and Management

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The END Thank you

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