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Knowledge from real projects

Practical articles on SharePoint, Microsoft 365, Teams and SPFx – based on more than 20 years of project experience. Page 2.

Personal writing by Florian Grasel → floriangrasel.com

ISO 9001 document control with SharePoint
Table: requirements from ISO 9001 clause 7.5 and how they are implemented, from review and approval to retention and disposition
Documents

ISO 9001 document control with SharePoint

What ISO 9001 clause 7.5 requires for the control of documented information, what SharePoint covers and where controlled documents need more.

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Read confirmation in SharePoint: proving
Diagram of an acknowledgement: 38 of 52 people have confirmed version 4, list with the status Confirmed, Reminded and Open
Documents

Read confirmation in SharePoint: proving acknowledgement

SharePoint has no read confirmation for documents. What a record of acknowledgement must contain and how distribution lists, deadlines and reminders interact.

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Smarter Advent Calendar becomes Smarter Engagement
Smarter Engagement Calendar in the Launch design with doors for a software launch
Intranet

Smarter Advent Calendar becomes Smarter Engagement Calendar

Version 1.4: occasions all year, content in four languages, ready-made content packs, new designs, a flexible schedule, new campaigns on the same page and simpler licensing.

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SharePoint document approval workflow: five real-world
Five approval workflows compared, from quality coordination, reviewer and line manager to department reviewer and approver
Documents

SharePoint document approval workflow: five real-world examples

Five examples of approval workflows for controlled documents in SharePoint. Which questions shape the workflow and why a standard workflow rarely fits.

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Valid from: distributing documents before the effective
Timeline: version 3 applies until the effective date, version 4 is readable from approval and applies from the effective date
Documents

Valid from: distributing documents before the effective date

How an approved document in SharePoint is readable before it applies: staging library, switch-over on the effective date and the questions to settle first.

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SharePoint as a DMS: where major and minor versions end
Diagram: a work instruction with valid version 3 and approved version 4, which only applies from an effective date
Documents

SharePoint as a DMS: where major and minor versions end

SharePoint offers a lot for document management. For controlled documents with an effective date, multi-stage approval and acknowledgement, built-in tools end.

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Smarter Tombola 1.2: setup assistant, emails via
Smarter Tombola on a SharePoint page
Intranet

Smarter Tombola 1.2: setup assistant, emails via Microsoft 365 and a fair prize draw

Version 1.2: a setup assistant, settings in the admin bar, emails via Microsoft Graph, a prize draw across all tickets, French and Italian.

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Project phases in SharePoint: from quotation to project
Four project phases as a chain: quotation, order, warranty and archive, with the state of the project workspace for each phase
Projects

Project phases in SharePoint: from quotation to project closure

How a project workspace follows the phases of a project: from quotation through order and warranty to the clean-up after closure.

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Drawing management in SharePoint: drawing code, index
Diagram: a file name is broken down into project, trade, drawing type, number, index and status, with the versions of a drawing with index A to C below
Projects

Drawing management in SharePoint: drawing code, index and versions

Managing drawings in SharePoint via a drawing code in the file name: metadata from the name, every index a version and where the limits lie.

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