2. The Challenge
RG manages all sorts of events at the SOFMC arena
Hockey Games
Concerts
Marty the Marmot Appearances
RG wishes to view all events in a single calendar but also to view the
data sliced and diced to suit
Need access to it for all staff
3. The Answer
A calendar view in SharePoint
Individual, customized Event Content Types
4. Planning
Calendar List or Custom List?
Gather requirements for each ‘event’
Implement
Test
5. What are Content Types?
SITE Columns
• PO Number
• Vendor
• PO Approval Status
• Etc.
Template
Purchase
Order
IRM
Information Rights
Workflows Management
• PO Approval Routing • PO’s Cannot be Printed
• Etc. • PO’s Do Allow Cut/Paste
• Etc.
6. What are Content Types?
item
Document Contact Appointment Task RG Event
Marty
RG Document
Appearance
RG PO Hockey Game
RG PR
RG Fax
7. Where should I put them?
Placement is important (‘top down’ only)
Great for reusable content
portal.rgnetwork.ca
Corporate Arena Knowledge Base
HR Finance Events
Public documents
Marty’s Den
Private documents
8. Inventory
We Need…
Custom List
Content Types (2 to start)
Site Columns (reuse some, create others)