Sharepoint Workflow "Feedback": Difference between revisions
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If you get an e-mail which requests you to correct a document on the sharepoint (like the one in Abbildung 1), DO NOT CLICK ON THE LINK IN THE E-MAIL. This doesn’t work, because Firefox is usually your default browser (if you are using Internet Explorer 32bit, you can stop reading here and continue with step 4). |
If you get an e-mail which requests you to correct a document on the sharepoint (like the one in Abbildung 1), DO NOT CLICK ON THE LINK IN THE E-MAIL. This doesn’t work, because Firefox is usually your default browser (if you are using Internet Explorer 32bit, you can stop reading here and continue with step 4). |
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[[ |
[[file:sharepoint_how_to_correct1.jpg]] |
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===Right-click on the link and select “Copy Hyperlink”=== |
===Right-click on the link and select “Copy Hyperlink”=== |
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[[ |
[[file:sharepoint_how_to_correct2.jpg]] |
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===Then click in the Startmenu and enter “Internet Explorer” into the Run dialog=== |
===Then click in the Startmenu and enter “Internet Explorer” into the Run dialog=== |
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[[ |
[[file:sharepoint_how_to_correct3.jpg]] |
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===Click on “Internet Explorer” to start the Internet Explorer. Then click in the address bar and paste the copied document address. Press Enter to navigate to the address=== |
===Click on “Internet Explorer” to start the Internet Explorer. Then click in the address bar and paste the copied document address. Press Enter to navigate to the address=== |
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[[ |
[[file:sharepoint_how_to_correct4.jpg]] |
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You are asked for YOUR SharePoint User and Password. Enter it and Click “OK” |
You are asked for YOUR SharePoint User and Password. Enter it and Click “OK” |
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[[ |
[[file:sharepoint_how_to_correct5.jpg]] |
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===After that the document will open. === |
===After that the document will open. === |
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[[ |
[[file:sharepoint_how_to_correct6.jpg]] |
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In the upper corner you will notice two yellow bars. Click on “Auschecken” to work on the document. This will hinder other persons to work with the document while you are working on it. |
In the upper corner you will notice two yellow bars. Click on “Auschecken” to work on the document. This will hinder other persons to work with the document while you are working on it. |
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Do your modifications on the document. If you are finished click save. |
Do your modifications on the document. If you are finished click save. |
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[[ |
[[file:sharepoint_how_to_correct7.jpg]] |
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===Now click in the second yellow bar on “Diese Aufgabe öffnen”=== |
===Now click in the second yellow bar on “Diese Aufgabe öffnen”=== |
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If the document doesn’t need any reworking just enter a feedback (optional) and click “Feedback senden” |
If the document doesn’t need any reworking just enter a feedback (optional) and click “Feedback senden” |
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[[ |
[[file:sharepoint_how_to_correct8.jpg]] |
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If the document needs reworking click “Änderungen anfordern |
If the document needs reworking click “Änderungen anfordern |
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[[ |
[[file:sharepoint_how_to_correct9.jpg]] |
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If you are finished with your input click on “Send Feedback”. The yellow bar will disappear when your feedback was successfully uploaded to the sharepoint. |
If you are finished with your input click on “Send Feedback”. The yellow bar will disappear when your feedback was successfully uploaded to the sharepoint. |
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A window will ask you to check in the document. Do that by clicking “Ja” |
A window will ask you to check in the document. Do that by clicking “Ja” |
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[[ |
[[file:sharepoint_how_to_correct10.jpg]] |
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You will be asked for a version comment. Enter your name in the window and click “OK” |
You will be asked for a version comment. Enter your name in the window and click “OK” |
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[[ |
[[file:sharepoint_how_to_correct11.jpg]] |
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The document is checked in again (may take some time…). You are finished. |
The document is checked in again (may take some time…). You are finished. |
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Latest revision as of 13:53, 19 November 2016
This is a description on how to use the sharepoint to work with a workflow on the Sharepoint server.
If you get an e-mail which requests you to correct a document on the sharepoint (like the one in Abbildung 1), DO NOT CLICK ON THE LINK IN THE E-MAIL. This doesn’t work, because Firefox is usually your default browser (if you are using Internet Explorer 32bit, you can stop reading here and continue with step 4).
File:Sharepoint how to correct1.jpg
Right-click on the link and select “Copy Hyperlink”
File:Sharepoint how to correct2.jpg
File:Sharepoint how to correct3.jpg
File:Sharepoint how to correct4.jpg
You are asked for YOUR SharePoint User and Password. Enter it and Click “OK”
File:Sharepoint how to correct5.jpg
After that the document will open.
File:Sharepoint how to correct6.jpg
In the upper corner you will notice two yellow bars. Click on “Auschecken” to work on the document. This will hinder other persons to work with the document while you are working on it.
Do your modifications on the document. If you are finished click save.
File:Sharepoint how to correct7.jpg
Now click in the second yellow bar on “Diese Aufgabe öffnen”
A feedback window will open, where you can enter a feedback for your review, demand a review from somebody else or re-assign the review to another person (or the author).
If the document doesn’t need any reworking just enter a feedback (optional) and click “Feedback senden”
File:Sharepoint how to correct8.jpg
If the document needs reworking click “Änderungen anfordern
File:Sharepoint how to correct9.jpg
If you are finished with your input click on “Send Feedback”. The yellow bar will disappear when your feedback was successfully uploaded to the sharepoint.
Close the document
A window will ask you to check in the document. Do that by clicking “Ja”
File:Sharepoint how to correct10.jpg
You will be asked for a version comment. Enter your name in the window and click “OK”
File:Sharepoint how to correct11.jpg
The document is checked in again (may take some time…). You are finished.
