July 2009 Ariela Juarez Basel II SharePoint
Introduction <ul><li>Basel II SharePoint was created to collectively house all the Factory Floor documents/data into a web...
Objective <ul><li>Functions are similar to </li></ul><ul><li>Organization and Structure of the Home Page and subsites. </l...
<ul><li>Upload documents </li></ul><ul><li>Plan meetings </li></ul><ul><li>Manage Month-end Calendars </li></ul><ul><li>Li...
Basel II SharePoint Structure Reveleus B2NCR FIGARO GWM LEA GCBC Change Mgmt STAR COE Basel II Homepage
Homepage contains the following <ul><li>Contacts </li></ul><ul><li>Basel Infrastructure </li></ul><ul><li>Basel Ops Team <...
Basel II sub-site Organization and Structure B2NCR Homepage Documents Calendar and Contacts
Basel II subsites Homepage compared to   <ul><li>Announcements  </li></ul><ul><li>Is similar to Wall Posts in  </li></ul><...
<ul><li>Documents </li></ul><ul><li>Announcements (Handoff Tampa/Manila) </li></ul><ul><li>Procedures </li></ul><ul><li>Me...
Maintaining Basel II sub site <ul><li>Upload documents is easy as uploading pictures in  </li></ul><ul><ul><li>Single and ...
Upload documents <ul><li>To upload documents to Share Point  </li></ul><ul><li>Click on the document Title  </li></ul><ul>...
Upload Documents continue <ul><li>Single upload </li></ul><ul><li>Choose the file to upload  </li></ul><ul><li>Click Brows...
Upload continue <ul><li>3. The uploaded file will appear in browse and click ok. </li></ul>4. The file is now uploaded in ...
Upload Multiple Documents <ul><li>Click on Upload Multiple Documents </li></ul><ul><li>Choose the files to upload  </li></...
Upload Multiple Documents continue <ul><li>4. A message will appear to confirm the total amount of files to upload  </li><...
Update Month-end Calendar <ul><li>Click to the Data warehouse subsite homepage </li></ul><ul><li>Choose to open the Calend...
<ul><li>Go to new </li></ul><ul><li>Click on New Item </li></ul>Update Month-end Calendar <ul><li>Populate the following f...
Update Month-end Calendar <ul><li>The entry appears in the </li></ul><ul><li>calendar and on the Homepage. </li></ul>
Announcements <ul><li>Go to New Item </li></ul><ul><li>Type the required fields: </li></ul><ul><ul><li>Title </li></ul></u...
<ul><li>Automatically update the sub page. </li></ul>Announcements <ul><li>Email is sent to the Distribution list. </li></ul>
Contact <ul><li>To add users or to document titles contact: </li></ul><ul><li>Ariela Juarez  </li></ul><ul><li>Email:  [em...
Q&A Basel II SharePoint Site
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Basel Ii Share Point Presv[1].2

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  • Objective Structure and Organization of Basel Home Page Basel II subsite Home Page Documents Calendar Maintaining Basel II sub site
  • Basel Ops Lead (Tampa/Manila) Is responsible to maintain the subsite The lasted Procudure Metrics RCSA/Compliance
  • Basel Ii Share Point Presv[1].2

    1. 1. July 2009 Ariela Juarez Basel II SharePoint
    2. 2. Introduction <ul><li>Basel II SharePoint was created to collectively house all the Factory Floor documents/data into a web-based platform. </li></ul><ul><li>The SharePoint site will go live starting August ’09. </li></ul><ul><li>All Basel Ops team (Tampa/Manila) is required to use and maintain the site. </li></ul><ul><li>Basel Ops, STAR, Change Management and COE has access to the site. </li></ul>
    3. 3. Objective <ul><li>Functions are similar to </li></ul><ul><li>Organization and Structure of the Home Page and subsites. </li></ul>Basel II SharePoint Site <ul><ul><li>How to ??? Instructions to maintain subsites </li></ul></ul><ul><ul><li>Upload files </li></ul></ul><ul><ul><li>Update Month-end Calendar </li></ul></ul><ul><ul><li>Send and update Announcements </li></ul></ul>
    4. 4. <ul><li>Upload documents </li></ul><ul><li>Plan meetings </li></ul><ul><li>Manage Month-end Calendars </li></ul><ul><li>Link to other SharePoint Sites </li></ul><ul><li>Announcements/Handoff (Tampa/Manila) </li></ul><ul><li>Communicate globally </li></ul><ul><li>Share with other SharePoint sites/users. </li></ul>BASEL II SharePoint is easy to maintain and update Basel II SharePoint Site <ul><li>Upload pictures/documents </li></ul><ul><li>Update Events </li></ul><ul><li>Friends </li></ul><ul><li>Post comments on each others Wall </li></ul><ul><li>Update Profile </li></ul><ul><li>Communicate globally </li></ul><ul><li>Share with friends </li></ul>
    5. 5. Basel II SharePoint Structure Reveleus B2NCR FIGARO GWM LEA GCBC Change Mgmt STAR COE Basel II Homepage
    6. 6. Homepage contains the following <ul><li>Contacts </li></ul><ul><li>Basel Infrastructure </li></ul><ul><li>Basel Ops Team </li></ul>Basel Homepage <ul><li>Link </li></ul><ul><li>FRO </li></ul><ul><li>Green-zone </li></ul><ul><li>Calendar </li></ul><ul><li>Conference Line </li></ul><ul><li>Basel Ops Vacation </li></ul>Nancy’s group
    7. 7. Basel II sub-site Organization and Structure B2NCR Homepage Documents Calendar and Contacts
    8. 8. Basel II subsites Homepage compared to <ul><li>Announcements </li></ul><ul><li>Is similar to Wall Posts in </li></ul><ul><ul><ul><li>Update events </li></ul></ul></ul><ul><ul><ul><li>Such as; pending issues, status and follow-up. </li></ul></ul></ul><ul><ul><ul><li>The same format as the current handoff to Tampa/Manila via email. </li></ul></ul></ul><ul><ul><ul><li>Teams received announcement via email. </li></ul></ul></ul><ul><li>Ops Calendar “Event request” </li></ul><ul><ul><li>Month-end schedule </li></ul></ul><ul><ul><li>New Release </li></ul></ul><ul><li>Key Contacts such as “Friends” </li></ul><ul><ul><li>Ops Lead and back-up (Tampa/Manila) </li></ul></ul>
    9. 9. <ul><li>Documents </li></ul><ul><li>Announcements (Handoff Tampa/Manila) </li></ul><ul><li>Procedures </li></ul><ul><li>Meeting minutes </li></ul><ul><li>RCSA/Compliance </li></ul><ul><li>Issue Tracking </li></ul><ul><li>Metrics </li></ul><ul><li>Contacts and Calendars </li></ul><ul><li>Month-end calendar </li></ul>All Data warehouse is organize by the following:  Basel II subsites
    10. 10. Maintaining Basel II sub site <ul><li>Upload documents is easy as uploading pictures in </li></ul><ul><ul><li>Single and Multiple documents </li></ul></ul><ul><ul><li>Required Documentation are </li></ul></ul><ul><ul><ul><li>Procedures </li></ul></ul></ul><ul><ul><ul><li>Meeting Minutes </li></ul></ul></ul><ul><ul><ul><li>RCSA/Compliance </li></ul></ul></ul><ul><ul><ul><li>Issue Tracking </li></ul></ul></ul><ul><ul><ul><li>Metrics </li></ul></ul></ul><ul><li>Maintaining Month-end Calendar </li></ul><ul><ul><li>Updating Month-end events </li></ul></ul>
    11. 11. Upload documents <ul><li>To upload documents to Share Point </li></ul><ul><li>Click on the document Title </li></ul><ul><li>Go to Upload </li></ul><ul><li>Choose Upload Document </li></ul>
    12. 12. Upload Documents continue <ul><li>Single upload </li></ul><ul><li>Choose the file to upload </li></ul><ul><li>Click Browse </li></ul>
    13. 13. Upload continue <ul><li>3. The uploaded file will appear in browse and click ok. </li></ul>4. The file is now uploaded in SharePoint
    14. 14. Upload Multiple Documents <ul><li>Click on Upload Multiple Documents </li></ul><ul><li>Choose the files to upload </li></ul><ul><li>Click ok. </li></ul>
    15. 15. Upload Multiple Documents continue <ul><li>4. A message will appear to confirm the total amount of files to upload </li></ul><ul><li>5. Click Yes to proceeded </li></ul><ul><li>6. Click No to make a correction </li></ul>7. The files is now uploaded in SharePoint
    16. 16. Update Month-end Calendar <ul><li>Click to the Data warehouse subsite homepage </li></ul><ul><li>Choose to open the Calendar either: </li></ul><ul><ul><li>From the Home Page </li></ul></ul><ul><ul><li>Calendar and Contacts </li></ul></ul><ul><ul><li>Go to the month to update the calendar for the next reporting cycle. </li></ul></ul><ul><ul><li>Click on the business day </li></ul></ul>
    17. 17. <ul><li>Go to new </li></ul><ul><li>Click on New Item </li></ul>Update Month-end Calendar <ul><li>Populate the following fields </li></ul><ul><ul><li>Title (BD) </li></ul></ul><ul><ul><li>Start/End Time (if applicable) </li></ul></ul><ul><ul><li>Description (such as feeds, Month-end Run, FRS Ledger Load, etc.) </li></ul></ul><ul><ul><li>All Day Event (if applicable </li></ul></ul><ul><ul><li>Recurrence (if applicable) </li></ul></ul><ul><li>Once your done click ok. </li></ul>
    18. 18. Update Month-end Calendar <ul><li>The entry appears in the </li></ul><ul><li>calendar and on the Homepage. </li></ul>
    19. 19. Announcements <ul><li>Go to New Item </li></ul><ul><li>Type the required fields: </li></ul><ul><ul><li>Title </li></ul></ul><ul><ul><li>Body </li></ul></ul><ul><ul><li>Attach files (if applicable) </li></ul></ul><ul><ul><li>Spell check </li></ul></ul><ul><li>3. Click ok. </li></ul>
    20. 20. <ul><li>Automatically update the sub page. </li></ul>Announcements <ul><li>Email is sent to the Distribution list. </li></ul>
    21. 21. Contact <ul><li>To add users or to document titles contact: </li></ul><ul><li>Ariela Juarez </li></ul><ul><li>Email: [email_address] </li></ul><ul><li>Include the SOE ID and the application. </li></ul>
    22. 22. Q&A Basel II SharePoint Site
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