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Using Windows SharePoint Services (WSS and Companyweb) to keep everyone up to date

Again I am taking content from the Small Business Ignite Tour which covers WSS is some detail – http://www.microsoft.com/uk/partner/ignite.

 

This continues in the series and now we are looking at how to keep everyone up to date. Many business owners talk about issues such as:

“My sales people have access to an electronic price book, but they do not keep it up to date, so they sell at the wrong price” or

“When I make an important policy document change, everyone must know about it and acknowledge the fact that they agree”

While some of this is about teaching people some new skills, most of it is about using the functionality provided between Office 2003 and SBS 2003 using Windows SharePoint Services.

If you have been reading the other WSS blog entries, then you should now be familiar with Document Workspaces. Open a document workspace and note the “Alert Me” option down the bottom. You can give certain users the capability to use e-mail addresses such as all employees or sales team. Create Windows users that can use e-mail aliases, log in as them and then add an alert in the document folder of the workspace to tell everyone from a team when the document is updated.

We now have 2 update loops – one whenever the user opens the document and one whenever the document is updated. Either way the user now has no excuse for not being up to date.

Once the user does have an alert (which are manageable in Outlook or WSS), you can choose to put in place something like a survey to ensure they are happy.

In the next entry I will cover off how to make and use the surveys.

 

Ttfn

 

David


Posted Wed, Jun 14 2006 11:46 PM by David Overton

Comments

Tim Long wrote re: Using Windows SharePoint Services (WSS and Companyweb) to keep everyone up to date
on Mon, Jun 19 2006 9:15 PM
I didn't quite follow what you were suggesting there and the screen shot is too small to make out clearly. Are you saying that the document creator should log in as each user and manually create an alert on their behalf? That would assume that users are encouraged to share their passwords, which at other times we are told is a no-no. Or, are you saying that we should create a "dummy user" whose email address is actually a distribution list? That would make sense - log in as the dummy user and create an alert then the alert will go out to the whole distribution list.
David Overton wrote re: Using Windows SharePoint Services (WSS and Companyweb) to keep everyone up to date
on Mon, Jun 19 2006 10:56 PM
Tim,

click on the link and you get a slightly bigger version of the image (I will ensure larger versions are posted in the future) and the answer to your question is yes, dummy users with e-mail addresses set to distribution lists.

ttfn

David

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