Sharepoint Resource Library Transfer

Owned by Catherine Foss (Unlicensed), created
Jun 07, 2021
1 min read

Date

Jun 7, 2021

Participants

  • @Catherine Foss (Unlicensed)

  • Marta Ryan

  • Tiffiny Glass

  • Lisa Greer

  • Katie Fornelli

  • Teresa Pichay

  • Ann Milar

  • Michelle Corbo

Goals

  • Determine where to save files and how to work with them

Notes

  • Analysts don’t save into the Resource Library, only Tiffiny

  • Analysts make a change to the title when something is updated. This needs to be removed when saving or will end up with two versions.

  • Current versions have recently been hard to find. Some things have been saved into multiple folders.

  • Working Analyst Folder link

  • Marketing and Membership folder link

  • Sarah Gargani’s team may have items if back to practice related

Process:

  • Analysts update resource, add initials

  • Tiffiny takes the doc, removes initials, and has the final one ready for the archive folder

  • In the past Faizah would have had the updated version always in the working analyst file

 

Decisions

  1. No excel tracking sheet needed at this time