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Getting Started with Sharepoint.pptx

  2. LOG IN TO MICROSOFT ONLINE  Go to  Using your Outlook email and password, sign in
  3. THE MICROSOFT OFFICE 365 HOME PAGE  This is where you can access all the applications that are available to you through your Outlook account.  On the left, there are icons with the different applications that are already set up on your account.
  4. DIRECT ACCESS TO SHAREPOINT  Some accounts will have Sharepoint installed on their Office homepage. This is based on the type of Microsoft account that was set up for you.  If you see the Sharepoint logo, you can use that link to go to the Sharepoint homepage where you can see all the Sharepoint groups you are a part of.  If you don’t see the Sharepoint logo, don’t worry. You can still access the site.
  5. OPEN OUTLOOK – YOUR NEW EMAIL ACCOUNT Your email account Shared email account for everyone in your group
  7. CREATE A BOOKMARK  Use the shortcut keys “CTRL” + “D” to create a bookmark
  8. ADD A LINK TO YOUR DESKTOP  Use the “Share” button in the address bar to create a desktop link
  9. QUICK LINKS  On the home page, the Quick Links section will take you to the pages that will be used most frequently.  Links to the Recap, Inventory and Summaries folders will help keep you organized and the information more accessible.  The Beer and Wine Check Tracker and Check Request are for those locations in WA that require Blank checks for their Beer and Wine vendors.
  10. NEWS  On the home page, the News section will have local news information relevant to the restaurant industry as well as any relevant company announcements.
  11. CALENDAR  Scrolling down on the homepage will reveal the group calendar.  This calendar contains the information for the month end and week end dates.
  12. NAVIGATION BAR  The left hand side of the page has a navigation bar that has other resources you may need.  “Documents” are all the files that are shared with the group. You’ll find recaps, inventory lists, summaries and more stored here.  “Employee Onboarding” will take you to a list that has the step- by-step process to add a new employee.  “Check Tracker” is where the list of the Beer and Wine checks written for Bellevue and Issaquah can be maintained.  “Check Request” contains a form that Bellevue and Issaquah can use to request checks from the main office for Beer and Wine vendors.
  13. NAVIGATION BAR CONTINUED  “COVID-19” resources contains important updates, mandate information, and a place to upload any required documentation.  “Training Resources” contains the files that you may need to train someone, based on location.  “Notebook” is a Microsoft tool that the group uses to brainstorm and collaborate.  “Pages” will take you to a directory of the entire site. DO NOT DELETE ANYTHING FROM THIS PAGE.  “Questions” is a place that you can submit any questions or issues and it will go straight to Tiffany.
  14. DOCUMENTS  The quick links on the home page will take you directly to the folder that you need. This is another way to access those same folders.  This is a centralized location for everything else on the site.  If you use OneDrive on your computer for file storage (like Google Drive) you can add shortcuts to these folders and make it easier to access regularly.
  15. CHECK TRACKER  When a blank check is written for a location it is added to the group’s list to keep track of when it was written and totals so they can be logged.  When someone fills out a check, they will add information to “Written for” “Amount” change “Status” to “Written” and update the “Date Written On”
  16. CHECK REQUEST  To simplify how Bellevue and Issaquah request checks, select the vendors that you need from the list and hit submit.
  17. COVID-19 RESOURCES  This page’s purpose is to facilitate up-to-date information about the ongoing COVID-19 pandemic.  The “Mandates” folder contains the local mandates as well as any required signage.  “Employee files” is a folder to store any required vaccination information.  “Employee Wellness Logs” can be used to store any required logs in conjunction with COVID- 19.
  18. TRAINING RESOURCES  This page will change as we collect more information. For now, it contains the folders for storing the information about training managers and employees from the different locations.  Eventually, we plan to use this page to share recipes instructions as well, so everyone has access to the same instructions.
  19. NOTEBOOK  Notebook is a place to store information and brainstorm ideas. This tool could be used to collect, share and discuss information.
  20. BREAK LOGS  One of the most important new aspects of the Sharepoint site is maintaining thorough files of the break logs per location.  On the home screen, there is a Quick link to take you to the folder where the break logs are collected. It is broken down by months.  You can upload information to this folder 2 different ways:  Add the file to your computer, then drag and drop it into the appropriate folder  Use the “OneDrive” app on your phone to access the folder and then scan directly from the app.  I highly recommend getting the OneDrive app for your phone. It makes it so easy!
  21. ONEDRIVE APP  The OneDrive app is available for both Apple and Android phones.  Download the app and sign in using your Microsoft account information.  Tap on the Camera Icon to open the scanning tool.
  22. SCANNING IN THE ONEDRIVE APP  Follow the prompts to scan your document. You can adjust the document edges and add a filter to make it more visible, if you want.  When you are done, you will see this screen where you can choose where to save the file.  Select your SharePoint group, then click “Documents” then “Employee Files” then “Break Logs” then your store and the appropriate month.  Click “Save here”  Don’t worry about changing the name of the file, because the format is already set to save as the date uploaded!