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Category Archives: SharePoint

From Paper to Powerful: Quercus Helps Systematize Business Processes for a Regulatory College

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Filed under Business Processes, Productivity, SharePoint, Usability

papertopowerful01Electronic information management systems, such as those available in SharePoint, provide powerful functionality that helps organizations streamline processes, optimize workflows, and minimize paper records. Quercus recently helped Physiotherapy Alberta College – Association improve member data management and associated business processes. Using SharePoint, we were able to create electronic member files, consolidate information sources into a single, easily searchable repository and systematize workflows such as new member registration and renewals.

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What is Electronic Records Management?

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Filed under Productivity, SharePoint, Usability

This is Part One of a multi-part series on Electronic Records Management, or ERM for short. Our next article will focus on electronic signatures and how they may be used with records.

 

erm01Records Management is the application of processes and policies on a record throughout its lifecycle. A record is an entity that contains evidence a transaction occurred. Examples of records in your organization are likely applications, authorizations, permit renewals, registrations, verifications and licenses.

The International Organization for Standards (ISO) sets international standards on everything from occupational health and safety to food safety to business practices. Records management is no exception: ISO regulation 15489-1:2016 is the widely recognized international standard for records management. According to the ISO itself, the standard applies to the creation, capture and maintenance of records regardless of structure or form, in all types of business and technological environments, over time.

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Discover SharePoint

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Filed under SharePoint

For an introduction to SharePoint, the videos, pages and documents at DiscoverSharePoint.com provide some excellent information.  It is a great starting point for end users and anyone new to SharePoint to go to to discover some of the primary features of and SharePoint and how it can make their jobs easier.

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SharePoint 2013 Filter By and Display "Start Time" in Content Query Web Part

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Filed under SharePoint

My SharePoint project requirements were to show calendar items on a site home page in a list format filtered to show only the future events (Start Time greater than today). I have a calendar list with items that use a custom content type where the parent content type is Event.

I added a SharePoint Content Query Web Part (CQWP) to the home page and started to configure it.

I wanted to set the Source to be “Show items from the following list”, but when I selected this, the “Start Time” column is not displayed in the “Additional Filters” dropdown. What’s up SharePoint?

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SharePoint 2013 Issue Tracking List: Versioning/Comments Dependency

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Filed under SharePoint

In SharePoint 2013 by default, the Issue Tracking list has versioning enabled and the Comments column has “Append Changes to Existing Text” enabled. These two settings are dependent on each other and the comments fields allows for multiple edits which will each have a unique date/time stamp.

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Integrate Scanning Software with SharePoint 2013

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Filed under SharePoint

On a recent project I had a requirement to integrate scanning software with SharePoint to provide an end-to-end solution for getting paper and electronic documents into SharePoint with meaningful metadata applied. The metadata columns in SharePoint included Managed Metadata columns for document categorization and business units, as well as an External Data column connected to a SQL Server database.

The issues I needed to solve were:

  • How to have metadata enforcement using mandatory fields while making the user experience quick and easy.
  • The scanner software did not provide a good user experience for setting Managed Metadata columns or External Data columns so these columns needed to be set in the SharePoint form. I needed these columns to be mandatory so if they were not filled in by the scanner software then the documents would remained checked out and only visible to the owner of the document.

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SharePoint Search Display Templates – No Line Breaks in ManagedPropertyMapping List

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Filed under SharePoint

While creating a SharePoint Search Result display template to display a user’s profile information I needed to configure a large list of managed property values inside the ManagedPropertyMapping tags. The list became very large so I thought I would add some line breaks to group the properties into the same groupings that they are displayed in the HTML.

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SharePoint 2013 – Document Set/Welcome Page Issue

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Filed under SharePoint

In a recent SharePoint 2013 project, I created a custom document set content type deployed as a feature and after I added this content type to a document library I customized the document set Welcome Page by adding some web parts to it. Later in the project, I needed to add some new columns to this document set content type. I added the columns as site columns and then added the columns to the site content type and set “Update all content types inheriting from this type?” equal to “Yes”.

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