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Business Management System (BMS) Slides

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Business Management System. A central location for SharePoint documents.

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Business Management System (BMS) Slides

  1. 1. BMS Business Management System http://myredportal.com/bms Central location for all; “Draft”, “Pending”, “Approved”, “Rejected” documents…
  2. 2. BMS Functions and Features
  3. 3. http://myredportal.com This is the portal landing page.
  4. 4. Click “Business Management System” Click the “Business Management System” tile to access it.
  5. 5. BMS > Home Links You are now on the BMS landing page… Click the image or the heading to return back to the landing page, e.g. if you change views.
  6. 6. Use “Key Filters” Drop down selectors to filter documents by it’s properties. BMS > Key Filters > Drop Down Fields You are now on the BMS landing page…
  7. 7. BMS > Tiles > Internal and External Links You are now on the BMS landing page… These are Tiles links. Proposals Library and Video Library are external document libraries.
  8. 8. BMS > Documents Panel (Drag and Drop) You are now on the BMS landing page… You can Drap and Drop files from your PC or Laptop.
  9. 9. BMS > Documents Panel > Expanded Drap and Drop has an extra step where you’ll need to edit the properties of the document the Check In.
  10. 10. BMS > Documents Panel > Search Box Type in the Search box and search Documents by properties, e.g. Department.
  11. 11. BMS > Documents Panel > Views Menu Use this menu to change views that you have permission access.
  12. 12. BMS > Contextual Menu Use this menu to Create a New File Upload a New File Sync files to your local computer as well as Share files.
  13. 13. BMS > Documents Panel > New > Document “Document” to create a document. “Set of Documents” for a container of documents. etc.
  14. 14. BMS > Documents Panel > Upload > Add a Document Here you’ll find custom web parts, as listed above. I’ve created some using HTML and jQuery. You browse to your local computer and choose a file and Click OK. You’ll get a notification email when the file is added.
  15. 15. BMS > Documents Panel > Add > Document Properties Complete the properties and Click “Check In”. If you create “Set of the Documents”, you can drag and drop documents to inherit the properties.
  16. 16. BMS > Documents Panel > Document in “Draft” The default Approval Status is always “Draft”. You’ll have to “Publish a Major Version”.
  17. 17. BMS > Documents Panel >Advanced > Publish As the Owner you “Publish a Major Version”; > 1st ellipses, > 2nd ellipses > Advanced > Publish a Major Version
  18. 18. BMS > Documents Panel > Publish > Window You may or may not type something in the comments box. You’ll get a notification email when the file Approval Status is “Pending”.
  19. 19. BMS > Documents Panel > Document in “Pending” You will be notified via email. Now your document is “Pending”. You wait for your selected Approver to APPROVE or REJECT the document.
  20. 20. BMS > Documents Panel > Document in “Pending” Now you wait for your selected Approver to APPROVE or REJECT the document. You will be notified via email. You will be notified via email. The Approver you APPROVE or REJECT the document on the document; > 1st ellipses, > 2nd ellipses > Advanced > Approve/Reject
  21. 21. B.M.S. Business Management System Site Location and Support BMS: http://myredportal.com/bms Portal: http://myredportal.com Support: RedTechnologySupport@redsapsolutions.com

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