SharePoint Set up Checks

This post is for training providers who are moving into SharePoint end user training. It covers how to check email related functions are working and response times are reasonable, once your IT department have completed the setup.

Checking Email Functionality

The Reason

Demonstrating features such as Workflows, Alerts and Tasks all depend on this feature working.  It requires some additional steps behind the scenes which may have been missed.

The Check

Navigate to any list or library in the site

Look for the Library Tools tab (or List tools Tab) and click on Library

 

start alerts

 

Observe the Alert Me tool towards the right

 

library alert

 

Select a document – see below left

From the Alert Me tool choose Set an Alert on this Document

 

sending an alert

The dialog below should appear – note the email address the alert will be sent to (it should be the account of the trainee you are logged in as)

Click OK

setting alert

Open Outlook for the current trainee – you should see an email advising the alert has been set up.

Document Processing Response Time Test

Creating a New Document

This will test the time taken to create and save document when edited

Excessive times to create new documents, open documents and save changes can impact on exercises to demonstrate editing, checkout, versioning and metadata. These exercises require repeated access to documents in the library.

 

new document

From the Documents Tab choose New Document, Word Document

This should create a blank new word document – ideally within 1 minute at the outside.

Add some text to the document and click Save (or CTRL + S)

In the Save As dialog – the path should refer to the SharePoint site and library not a local or network drive.

save

Name the file and Click save – the save process should complete in about a minute.

 

Opening an Existing Document

Click the file name in the library

Choose Edit or Check Out and Edit

Click OK

 

omne

The document should be open inside one minute

Make a token change to the document and save

 

Save Document

In the Save As dialog – the path should refer to the SharePoint site and library not a local or network drive.

save

Name the file and Click save – the save process should complete in about a minute.