Laura Rogers Senior SharePoint Consultant Rackspace This presentation goes with this recording: http://www.youtube.com/watch?v=LKk8T9Mx8-U Workflow Requirements Gathering
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Laura Rogers
Senior SharePoint Consultant
Rackspace
This presentation goes with this recording:http://www.youtube.com/watch?v=LKk8T9Mx8-U
Workflow Requirements Gathering
RACKSPACE® HOSTING | WWW.RACKSPACE.COM
About Me
• Laura Rogers, Microsoft MVP
– I live in Birmingham, Alabama
– Company: Rackspace Hosting
– Author of six SharePoint books
– Blog: http://www.wonderlaura.com
– Follow me on twitter @WonderLaura
– This presentation goes along with this recording:http://www.youtube.com/watch?v=LKk8T9Mx8-U
RACKSPACE® HOSTING | WWW.RACKSPACE.COM
My Latest Books
• Beginning SharePoint 2013: Building Business Solutions
• Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step
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Agenda
• Introduction
• The Components
• Gathering approval process requirements
• Methods of approval
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Introduction
• What is an approval process?
• Approval process = Workflow
• It’s all about the requirements. There is no ONE best practice.
• SharePoint provides several methods to accomplish this
• Demonstrations and Pros and Cons will help in the decision
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The Product Components
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Workflow Components
• What is being approved or routed?
– InfoPath form?
– SharePoint List form?
– Document in a library?
• Tasks
• Emails
• User Interface
Requirements
Get a Flow Chart Together
Security Restrictions *
Parallel versus Serial
User Interface *
Emails
Task Assignment *
What’s at the end?
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Security
• Can each approver see other approvals?
• Strict permissions on each task?
• Read only data after approval?
• What happens after approval is over? Lock item down?
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User Interface
• What goes where?
• What needs to be clicked where?
• Web Parts:
– Item to be approved
– List of Tasks
– KPI images
– Change History
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Task Assignment
• To Groups or Individuals?
• Groups easier for admin
• Users easier for view filtering
• Groups – Use web part audience targeting per group
• Are Tasks even a requirement?
Methods of Approval
Content Approval
Collect Signatures
Task Assignment
InfoPath Forms
Laura Rogers
http://www.wonderlaura.com
Thank you for attending!
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