Loomio

We would love your feedback of the Document Management System in SharePoint

DU Emily Wold Public Seen by 45

Hi teamies,

A new jedlet has been created to streamline our documents in SharePoint.

The aim is to make SharePoint easier for members to navigate, find documents and get rid of the old docs that are no longer valid.

We are also looking at who will have permissions and controlled docs access.

We want to hear from you!

Please provide feedback on:

What's working for you in SharePoint?

What's not working for you in SharePoint?

Any suggestions you may have to streamline our SharePoint for easy navigation?

DB

Dee Brooks Thu 26 Jan 2023 11:40PM

The streamlining that has commenced with Chris around the controlled documents is something I've been wanting for a long time so, I'm very glad this is happening! Thanks!

HA

Harley Ames Sat 28 Jan 2023 12:05AM

love SharePoint! does anyone use teams/ SharePoint for channel creation to allow multi user/ multi document access by participants and support team? Chris and I did speak about this a while ago and he didn't think anyone was doing that. It's a great way to provide group access to a participant and the whole support team while still being able to control security and access when needed and the channel chat is super handy too.

Have we thought about an index of sorts? Perhaps a document on the first page of the docs section of SP that has all current documents listed with hyperlinks.

Doc could be a excel spreadsheet with pages for each subject/ section (rather than opening folder by folder to search for something when you don't know the name of the doc you're looking for) or as simple as a word doc with just a list of chronologically added docs and their hyperlinks.

MK

Michaela Kennedy Sun 29 Jan 2023 4:38AM

Great ideas Harley, no I haven't used Teams for participant's and stakeholder conversations but yep interested in learning more.

JE

Jason Emmins Tue 31 Jan 2023 12:48AM

@Linda Bailey .... your feedback/expertise would be great in this space- would you like to join the Jedlet?

LB

Linda Bailey Tue 31 Jan 2023 3:32AM

Sign me up sharepoint is the Bomb and has so many uses

MK

Michaela Kennedy Tue 14 Feb 2023 1:01AM

Here is something that was developed within the Family Governance Model, maybe useful here.

MK

Michaela Kennedy Thu 23 Feb 2023 1:33AM

At today's Docs Jedi it was suggested that the next Docs meeting be utilised to discuss this Document Management System and Filing Structure. Thursday 09.03.2023 at Midday Sydney time. Please show up.