Infowise Syndicationhttps://www.infowisesolutions.com/blog/rssLatest news and updates from Infowise.Associate items Form in Forms Example<strong>Leveraging a custom Associate Item form with in your Parent form</strong> Using Associated items is a great way to provide customers with the ability to record multiple records of data that relate to one record. Like having 1 customer contact record related to multiple sales calls recorded or orders. The traditional method is to use a pop-up dialog form to fill in the information. Or to use the grid format to enter the info line by line, these are great ways to get that information but they have some draw-backs. Using the Grid entry creates a way to stay on the form to enter the multiple order/sales lines but you cannot use the dynamic rules or permissions that are available on the form. Also, using the pop-up form allows for use of the dynamic rules and permissions but it takes the focus off the main parent form. Well what if you could have both, this is where the setting Forms in Forms comes in. You can use a form as if it were a grid and you full capabilities of the dynamic rules, permissions as you do with a regular form. In my example below I use the Pizza Order Solution to demonstrate this capability.&nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/michaelsaulnier/FormNForm1.png" alt="" width="1000" height="622" /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/FormNForms1.png" alt="" width="700" /> In this solution the customer provides some basic contact info and has the ability to review the menu. When they are ready to place an order the items they order are using the associate Item setting of Form in Form. The Associate Item form I designed here provides the ability to calculate the price of the pizza from the per slice price to the Party size. Also it provides the customer with the flexibility to order a custom pizza with additional toppings for extra cost. <img src="https://storage.infowisesolutions.com/images/postimages/michaelsaulnier/FormNForm2.png" alt="" width="898" height="851" /> At the bottom of the Order form the customer can see the Total cost of all items and the Final sale price including the tax. <strong>How to Design the dynamic form for use in the Associate Item Field</strong> Below outlines the process to create these dynamic forms that show directly in the parent form. To allow the Form in Form feature you need to turn it on in the field configuration of the associate field. <img src="https://storage.infowisesolutions.com/images/postimages/michaelsaulnier/FormNForm3.png" alt="https://storage.infowisesolutions.com/images/postimages/michaelsaulnier/FormNForm2.png" width="898" height="851" /> Then you need to click on Design Data entry form at the top. This will bring you to a new form designer page <img src="https://storage.infowisesolutions.com/images/postimages/michaelsaulnier/FormNForms4.png" alt="" width="1000" height="391" /> Now you can design how you associate item form will look In the parent form when using form in form. Once you are finished designing this when all the settings (permissions, dynamic rules, styles, css, etc&hellip;) you will need to publish this form and when that is published click on the white &lt; in the top blue menu bar to go back to your parent form. In the parent form I always publish that one to be sure that the two forms are tied together.&nbsp; (Not sure it's needed but it doesn't hurt).&nbsp; And now when you start to use the form it will have the child forms showing in on the parent form. <strong>Other customizations for this application</strong> This Template comes with basic lists and configurations, you will need to provide the data. Also, any other settings as describe below are suggestions that we cannot setup for you since they are highly dependent on your organizations setup and configurations (i.e. the paypal payment, email settings, etc.) Once the order has been submitted the customer is send his receipt (if prepaid via payment option, you would need to setup your paypal options) or the invoice is sent via an alert. ( Note: you would need to add these settings for your environment) . Also, the Order is emailed to the restaurant to fulfill the order.&nbsp; Note: this too you need to provide the process for. Some additional notes to this application is that you can add additional actions and processes to track the quantity of ingredients used for each order so that it can update your inventory control systems. Also, you can build a monthly reporting system to track the financial reporting that your restaurant may need for accounting and reporting. The menu list is fully customizable to add more items. You may need to adjust the pricing rules on the item order form. For different plate options. Just remember, You image filenames need to match the name of the menu item. And the .jpg images as that is the current image format that is accepted in this application. This application is available as one of our Business Solutions templates. You can create a new site (or subsite) add the infowise app to your site contents. Then open the Infowise interface and go to business soluitions and look for Pizza Order app. Play around with it and customize it to you needs. Buon Appetito!https://www.infowisesolutions.com/blog/associate-items-form-in-forms-exampleMichael SaulnierFriday, October 8, 2021https://www.infowisesolutions.com/blog/associate-items-form-in-forms-exampleSharepoint sales solutions with Infowise Ultimate Forms<p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The sales force of your business truly can make or break your operation. A failing sales department can sink a business faster than just about anything else the market can throw your way. If you aren&rsquo;t developing or converting enough quality leads, your operational costs will inevitably exceed your profits and sink your ship. Conversely, a thriving sales force with excellent closing rates and high sale volume can bring your business prosperity almost overnight. For this reason, as I mentioned in my previous article about automating part of your sales processes, is a highly important target as companies worldwide have funneled considerable time and resources into developing effective solutions to the constant challenge of turning a profit through consistent sales strategies and techniques. The sales aspect of your business is, for lack of a better term, close to the money. It is the function that turns what you sell or offer into money in your and your employees&rsquo; pockets, and for that reason, it is absolutely crucial that you put your best foot forward in that arena. Another reason your business handles sales is so important is that, unlike more ancillary business functions, the way your sales team presents your business directly impacts the way the consumer perceives your operation. In sales, missteps can burn bridges where potential clients can pass over you if you don&rsquo;t present well the first time. </span><u style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"></u> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Like just about everything else in business, Sharepoint can be used to improve your sales workflow dramatically. Sharepoint is Microsoft&rsquo;s business logistics solution that enables organizations to collaborate seamlessly in a digital environment using cloud networks. Sharepoint is a powerful software out of the box. It will almost definitely solve many of your business logistical challenges. Still, we here at Infowise identified a series of functionalities that we believed would improve the usability and effectiveness of the software, elevating from collaboration and file-sharing software to a complete business solutions building environment. Our expansion, Ultimate Forms, introduces fully customizable and dynamically integrated forms for just about every business function you can think of, up to and including sales. Our sales form lineup is as follows:</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h2 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Sales Quote generator</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This form format is a tool that allows your sales staff to create attractive sales quotes in a matter of moments easily. The form is broken into three sections; customer, products, and terms. These categorizations of information allow for both the sales personnel and the potential customer to navigate the quote with ease. The form also features an attachment section for relevant external files such as PDFs and images.&nbsp;&nbsp;<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a title="SharePoint Slaes Quote Generator " href="https://www.infowisesolutions.com/solutions/1378-sales-quote-generator-free-sharepoint-solution">Download Sales Quote generator by Infowise</a> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h2 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</h2> <h2 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Lead management&nbsp;</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The lead management tool is powerful; lead prospecting solution that facilitates lead development and tracking dynamically from research to closing and beyond. It is an easy-to-use but especially capable tool in our sales solution arsenal. I recommend that you explore the live demo <a title="Lead management in SharePoint" href="https://www.infowisesolutions.com/solutions/1388-lead-management-free-sharepoint-solution">here</a></span><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"> as it is a wide variety of built-in features that are easiest to understand by demoing.<br /><br /><a title="SharePoint Lead Management by Infowise" href="https://www.infowisesolutions.com/solutions/1388-lead-management-free-sharepoint-solution">Download Lead Management by Infowise</a> <br /></span> <h2 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</h2> <h2 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Helpdesk</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A helpdesk solution is a tool that allows your sales and customer service departments to track customer complaints and administer active support. Sales doesn&rsquo;t end with the close; it should be maintained so as to cultivate repeat business which bolsters stability and longevity. With the help desk solution, you can provide your team with the right tool to keep customers happy into the future.<br /><br /><a title="SharePoint Helpdesk Solution by Infowise" href="https://www.infowisesolutions.com/solutions/1380-help-desk-free-sharepoint-solution">Download Helpdesk solution by Infowise</a><br /></span> <h2 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</h2> <h2 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Project management&nbsp;</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This solution is a logistical tool that allows your business to track customer service once sales are closed properly. In addition, the form enables your sales staff and fulfillment managers to work in concert, making the handoff from sales to project completion much smoother.&nbsp;&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In this day and age, sales, just like almost everything else in business, can be streamlined and improved through the use of digital tools. Sharepoint is one such tool and has an extreme amount of potential natively. That being said, we saw a few opportunities to enhance its abilities, in this case in the context of sales, so we introduced them in the Ultimate Forms expansion. These tools, among others, have been specially designed to enhance your sales department, regardless of the size of your business. If you have any questions or would like to try demos of the Ultimate Forms suite, please feel free to reach out to us here at Infowise or explore our site!<br /><br /><a title="SharePoint Project Management Solution" href="https://www.infowisesolutions.com/solutions/1359-project-management-free-sharepoint-solution">Download Project Management by Infowise</a><br /></span>https://www.infowisesolutions.com/blog/sharepoint-sales-solutions-with-infowise-ultimate-formsAmir ShingrayThursday, September 9, 2021https://www.infowisesolutions.com/blog/sharepoint-sales-solutions-with-infowise-ultimate-formsTimers and Stopwatches&nbsp; Did you every have the need to setup a process where you can track time while working in the form? Recently I was asked about if Infowise forms had the ability to performs some type of stopwatch capability. The answer to that is yes there are date and time functions avaliable for this type of functionality. There is one caution though, you won't see a timer counting live on the form, that cannot be done. However, we can track time with custom buttons and functions.&nbsp; &nbsp; With Infowise Modern forms, Dynamic rules and custom button controls you can build these type of processes easily. Below is a form that puts these idea in to action to implement a form of stopwatch with a lap timer. This type of timing system is used in downhill ski races and rally races where tracking the time a participant crossed several checkpoints on the course is as important as the time it takes to cross finish line.&nbsp; Each participant can have several (mostly 3 to 4) runs and their times will be averaged to determine the final placement of the winners. Fro the purpose of this blog we are just going to focus on the stop watch functionality. &nbsp; <strong>Stop Watch Timer</strong> <strong><img src="https://storage.infowisesolutions.com/images/postimages/michaelsaulnier/Stopwatch1.png" alt="" width="1024" height="528" /></strong> <strong>Timer Buttons </strong> <strong>Start</strong> The Start button begins the timer when the participant starts the course. This will track in the Recorded Times the start of his particular run, <img src="https://storage.infowisesolutions.com/images/postimages/michaelsaulnier/Stopwatch2.png" alt="" width="1054" height="679" /> &nbsp; <strong>Lap Time</strong> A lap timer is a kind of stop watch that records the time a participant crosses a course checkpoint without stopping the clock.&nbsp; Pressing this button saves the time event recorded event with the current duration and reopens the form to keep tracking other checkpoints on the course so the clock does not stop at this time.&nbsp; This would be similar to a user completing a task.&nbsp;&nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/michaelsaulnier/Stopwatch3.png" alt="" width="1017" height="661" /> <strong>Stop</strong> This button works similarly to the Lap Time button but it completes the time trial of the participant as the participant crosses the finish line. <img src="https://storage.infowisesolutions.com/images/postimages/michaelsaulnier/Stopwatch4.png" alt="" width="1018" height="668" /> &nbsp; The Custom buttons are defined as Action, Save, and Edit buttons. This gives the ability to modify the details on the form to provide the updates before the save and&nbsp; edit functions.&nbsp; Some of the Dynamic rules are there to control when the different fields can be written too.&nbsp; For instance, Record Time is a Yes/No field that sets the permissions for Duration Completed and Recorded Times to allow to be written to or not.&nbsp; Duration Completed uses a dynamic rule to get the seconds from Start Time to the current time stamp. &nbsp; There are several dynamic rules that help to control the form and how it records the times. <ol> <li>StartTime (a date/time field) is set to display:none to facilitate the calculation of Duration and is set by dynamic rule to [Now] when the new form is opened.</li> <li>The custom buttons for the stop watch all perform some updates to field before executing a save and edit function.</li> <li>Each time the form opens there is a dynamic rule that sets the Record Time to No</li> <li>When a timer button is pressed the Record Time is set to Yes before the values are written and the form is saved.</li> <li>Duration Completed is only calculated when StartTime has been established and uses a Dynamic rule formula $Seconds([StartTime]|[Now])&nbsp;</li> </ol> &nbsp; Ultimately this is just an example of what you can do with dynamic rules and date and time functions to track time. However, with some adjustments these function could provide some insight into response times or other time sensitive applications. &nbsp; This example is available as a template solution for M365 if you are interested in applying it to a new site. To install select the Stopwathc and Timers template from the template solutions from your Ultimate Forms Interface.&nbsp;https://www.infowisesolutions.com/blog/timers-and-stopwatchesMichael SaulnierTuesday, August 31, 2021https://www.infowisesolutions.com/blog/timers-and-stopwatchesHow Infowise Ultimate Forms and Salesforce can works together to help you land new customers<span style="font-weight: 400;">There was a point in the past when sales was based almost entirely on personal relationships, but as time goes on that era fades into memory.&nbsp; Don&rsquo;t get me wrong, personal connection is a powerful dynamic in commerce, but as businesses grow and change, evolving in scale and scope, that type of customer acquisition can become almost impossible.&nbsp; For this reason, experts from a wide array of fields ranging from data science to software engineering have brought their talents to bear on the age-old challenge businesses have always and will always face; how do they consistently acquire new customers.&nbsp; Sales may seem at a glance like a field of soft skills and intuition, but in reality, it can be simplified and broken down into a practice of logistics like just about anything else in the business.&nbsp; Sales processes vary quite drastically depending on the area of commerce and the size and notoriety of the business, but one characteristic is shared among them all; converted sales start with good leads.&nbsp; The modern sales process, regardless of field, is generally built around the development of viable leads with high conversion rates, so the application of logistical processes such as categorization and analysis lend themselves very well to optimizing the process.&nbsp; Whether you sell software-as-a-service or physical merchandise, applying a logistical approach will almost certainly benefit your sales force and increase your sales numbers.&nbsp; When business processes benefit from a logistical, quantitative approach, it&rsquo;s safe to assume there is a tool somewhere out there to facilitate the process, and that rings true for sales as well.&nbsp; In this article, I&rsquo;ll be introducing the application of business logistics solutions to sales and customer service processes.&nbsp; In the future, I&rsquo;ll be doing some in-depth pieces on the various tools available, but for now, let&rsquo;s keep it simple with an overview.&nbsp;&nbsp;</span> <span style="font-weight: 400;">Around the turn of the century as business along with just about everything else became digitized, Microsoft saw an opening in the business world.&nbsp; The internet had at the time revolutionized the way that we connected, but there were no real easily applicable solutions for private or closed networks.&nbsp; To fill that gap, Microsoft developed and released Sharepoint.&nbsp; Microsoft Sharepoint is a software that enables its users to create, administrate, and use custom intranet and cloud structures with relative ease.&nbsp; These networks allow institution members to share and access information relevant to their work efficiently.&nbsp; Sharepoint boasts a few major benefits over other network solutions, the first of which is its powerful scalability.&nbsp; Whether your institution is a 20 employee strong small business or a ten-thousand strong multinational corporation, Sharepoint can rather easily be scaled to fit your exact needs.&nbsp; Another major benefit of Sharepoint is that it synergizes and connects seamlessly with the rest of Microsoft&rsquo;s business solutions (such as Office 365 and MS teams) which have become the industry standard in professional business software.</span> <span style="font-weight: 400;">&nbsp;Sharepoint can be used as a tool to maximize the effectiveness of your sales force through its ability to aggregate information and connect employees&rsquo; efforts to one central hub, and Infowise has come up with a few solutions to improve its capabilities even further through our Ultimate Forms Sharepoint expansion.&nbsp; Ultimate Forms is a solution that adds completely customizable and integrated forms that allow various kinds of information to be entered and shared within the Sharepoint network.&nbsp; These forms bring a higher level of usability to Sharepoint, allowing your team to create forms for use cases specific to your business.&nbsp; For example, your sales team could easily make a form to track the origin of leads based on a survey administered to customers after checkout, or a form to track customer holdouts and reasons why sales aren&rsquo;t being converted at close.&nbsp; This ability to apply customizable and easy-to-use forms makes Sharepoint an effective tool for not only sales but just about all other facets of business as well.&nbsp; From HR to Accounting, Ultimate Forms transforms the already incredibly useful Sharepoint into a complete top to bottom business solution.&nbsp; I urge you to check out some of our many webinars on Ultimate Forms or to give the software a try using the many live demos available on the site.&nbsp; In the near future I&rsquo;ll do an in-depth breakdown on Ultimate Forms and sales, including the integration of salesforce with our software, but until then if you have any questions, I welcome you to reach out to us here at Infowise.&nbsp;</span> <span style="font-weight: 400;">Until next time.</span> &nbsp;https://www.infowisesolutions.com/blog/how-infowise-ultimate-forms-and-salesforce-can-works-together-to-help-you-land-new-customersAmir ShingrayMonday, August 23, 2021https://www.infowisesolutions.com/blog/how-infowise-ultimate-forms-and-salesforce-can-works-together-to-help-you-land-new-customersSuggestions function in modern SharePoint formsHi, There are many situations in which users will be entering data that might already exist in the system simply due to lack of knowledge. For example, a user might be submitting a support request in the help desk system that has already been previously resolved in another ticket. This of course generates unnecessary delays, occupies resources and causes general inefficiencies in the business processes we are trying to improve. This is why we are introducing the new <em>Suggestions</em> feature in our <em>Form Designer</em> component of <em>Ultimate Forms</em>. This component listens to the data being entered into the form in real time and presents relevant existing items, in preview mode, that match the data being entered. The items could come from the current list (such as existing support tickets, containing resolution steps) or from any other list, such as <em>Knowledge Base</em>, it's really up to you (and why not do both? :)). And as with all our features, it's ridiculously easy to set up! <ol> <li>Create your <em>Support Tickets</em> list. In my example, it only contains <em>Title</em> and <em>Description</em> fields, but of course in your case, there could be any number of other fields, it doesn't have to have anything to do with support tickets either.</li> <li>Click on <em>Design</em> on the toolbar of the list to enter <em>Ultimate Forms</em>, then click on<em> Form Designer</em>. Allow it to create a form for you automatically or design your own.</li> <li>Locate <em>Suggestions</em> under <em>Controls</em> on the left and drag it on the form.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210811-Sug1.png" alt="" width="291" height="425" /></li> <li>You should now see the preview on the form.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210811-Sug2.png" alt="" width="883" height="346" /></li> <li>.Click on it to see the properties on the right. Let me explain them here<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210811-Sug3.png" alt="" width="374" height="414" /><br /> <ol> <li>Title (optional) - any message that appears above the results. You can also create messages in different languages, when creating multilingual forms.</li> <li>Search according to data in columns (required) - select at least one column on the form. The text being entered into that column[s] by the users will be used by <em>Suggestions</em> component to runs its search. When multiple columns are selected, it will search based upon the concatenation of text in all of them.</li> <li>Minimal characters to start search - how many characters does the user need to type in to start the search. There is no clear rule here, it depends on what kind of data you are working with. The more characters you require, the more precise the search will be, but of course it depends on how many meaningful keywords are being used.</li> <li>Maximum number of results - how many results to show. You don't want to overwhelm with too many results, but still give enough options.</li> <li>Search in list - select the list to search in, by default it will be the current list, but you can select any list within the site.</li> <li>Show creator and creation date - whether or not to show the item creator and date created below each result.</li> </ol> </li> <li>Once you are done and published the form, add some existing items, so search has something to work with. Note that because we are using SharePoint's search engine here, there is a bit of a delay between the time an item is added and when it starts appearing in search results, but we are talking something like 5 minutes, at least from our experience.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210811-Sug4.png" alt="" width="748" height="529" /></li> </ol> As you can see, this could be a very valuable piece of functionality that makes your business processes a lot more efficient!https://www.infowisesolutions.com/blog/suggestions-function-in-modern-sharepoint-formsVladi GublerWednesday, August 11, 2021https://www.infowisesolutions.com/blog/suggestions-function-in-modern-sharepoint-formsInfowise Ultimate Forms solutions for HR management<span style="font-weight: 400;">The HR management unit of your business is responsible for managing the human capital of your organization. This is to say that your HR team concerns itself with the efficiency and effectiveness of the human component of your business. As you know, perhaps the most difficult aspect of management is dealing with the nuances and complexities of the people under your leadership. In this day and age, with remote work and the digitization of business, HR responsibilities can become very difficult, especially from a logistical standpoint. How do you keep track of the endless stream of expense reports, leave requests, travel reservations, and so on? Such an undertaking requires a robust toolset capable of handling all of it. We here at Infowise have tasked ourselves with making HR management easier for you and your business with Ultimate Forms. Ultimate Forms is a Microsoft Sharepoint expansion that turns the base software into a fully customizable business logistics system that can help you manage everything from HR to delivery schedule. At some point in the future, I&rsquo;ll explore some of the other applications of Ultimate Forms, but for now, let&rsquo;s stick to HR management, starting with:&nbsp;</span> <h2><strong>1: Expense reimbursement&nbsp;</strong></h2> <span style="font-weight: 400;">This solution is a complete internal expense reporting tool designed for employees. It contains fields for everything from department to text boxes for business purposes. This format is a complete solution for expense reimbursement. It allows your accounting department or management staff (whoever is responsible for approving and reviewing business expenses) to review entries within the Ultimate Forms system. Like many other solutions we offer, it has a field for digital attachments as well, so receipt pdfs can be attached to the form entries for easy proof of cost.&nbsp;<br />&nbsp;<br /><a title="Expense Report" href="https://www.infowisesolutions.com/solutions/1386-expense-reimbursement-free-sharepoint-solution">Download the solutions</a><br /></span> <h2><strong>2: Leave requests</strong></h2> <span style="font-weight: 400;">The leave request format is a simple but important solution that allows employees to request lengths of time off within the Sharepoint app. This functionality synergizes well with the rest of the system, enabling managers to easily plan scheduling and other logistical matters in the context of all the other information available to them in the Ultimate Forms ecosystem. In addition, the form includes important fields like text fields for leave type and description.&nbsp;&nbsp;<br /><br /><a title="Leave Request" href="https://www.infowisesolutions.com/solutions/1384-leave-request-free-sharepoint-solution">Download the solutions</a><br /></span> <h2><strong>3: Employee feedback</strong></h2> <span style="font-weight: 400;">This form is particularly interesting because it utilizes matrix survey questions to gather data about how employees feel about their roles. This solution can be customized in various ways, but the most common customizations will probably be modifying and adding questions. With this tool, your HR experts can get a data-based understanding of their employees&rsquo; attitudes towards their jobs. The form also includes a text field for additional comments that the employee thinks are relevant to the feedback exercise.<br /><br /><a title="Employee FeedBack" href="https://www.infowisesolutions.com/solutions/2133-employee-feedback-free-sharepoint-solution">&nbsp;Download the solutions</a><br /></span> <h2><strong>5: Training Feedback<br /></strong></h2> <span style="font-weight: 400;">This solution is similar to the employee feedback solution in that it also uses a matrix-based question format. Still, it differs in that it comes preformatted with an array of questions about a training session or class the employee is supposed to have completed before filling it out. The solution is designed to give the HR department insight into how effective the training was from the standpoint of one of the pupils. Teaching is nuanced and difficult, so we created this tool to take some of the guesswork out of knowing whether or not it landed the way your HR team wanted it to. Like the employee feedback tool, the training feedback tool also has a text field for additional comments.<br /><br /><a title="Training Feedback" href="https://www.infowisesolutions.com/solutions/2143-training-feedback-free-sharepoint-solution">Download the solutions</a><br /></span> <h2><strong>6: Hotel and reservation</strong></h2> <span style="font-weight: 400;">These solutions are logistical tools we created to facilitate travel reservations internally in your business. The idea is that should your team need to travel to conduct business; they can book internally using this toolset. From there, your HR department or office manager can forward the data to a travel agent or book the travel accommodations themselves. This saves time and money by consolidating the booking process to one point, rather than the entire company going through the hassle of booking with an agent or online. This solution can also be customized to have an approval process complete with digital signatures should you require them.&nbsp;&nbsp;<br /><br /><a title="Hotel Reservation" href="https://www.infowisesolutions.com/solutions/2139-hotel-reservations-free-sharepoint-solution">Download the solution </a></span> <span style="font-weight: 400;">We believe that for a business to run smoothly, its human capital must be leveraged effectively and with as little waste as possible; that's why we made these tools. These are just a few of the relevant tools Infowise has produced in the realm of HR, but they should give you a good picture of how Ultimate Forms can improve the capabilities of your HR department. In my last article, I touched on the tools relevant to onboarding, so in this article, I saw fit to explore some of the tools we&rsquo;ve created that you may want to use after the onboarding process and into the future. In the near future, I&rsquo;ll touch on some of our other Ultimate Forms tools. Still, in the meantime, if you have any questions or would like to try out any of these forms yourself, I welcome you to reach out to us or explore our solutions further on our site</span><span style="font-weight: 400;">; on the site, we have fully functional demos of all of our forms to give you a better idea of how they work, so give them a look</span><strong><em>.&nbsp; </em></strong><em><span style="font-weight: 400;">&nbsp;</span></em><span style="font-weight: 400;">Thanks for reading, and see you in the next one!</span> <br /><br />https://www.infowisesolutions.com/blog/infowise-ultimate-forms-solutions-for-hr-managementAmir ShingrayWednesday, August 11, 2021https://www.infowisesolutions.com/blog/infowise-ultimate-forms-solutions-for-hr-managementParameters in manual actionsHi, Using the <em>Actions</em> component of <em>Ultimate Forms</em> is an easy-to-use alternative to workflows and PowerAutomate, that allows you to implement advanced business logic without being an expert in workflow design. Unlike traditional workflows, you do not need to configure complex multistep flowcharts to be able to add automation to your business processes. All you do is configure a set of separate actions, each with its own triggers and conditions, without having to worry about dependencies, states or other workflow attributes that can be confusing to non-technical users. <em>Actions</em> have a variety of triggers that activate them: <ul> <li><em>Events</em> - actions are executed when items are added, update or deleted in your lists or document libraries</li> <li><em>Timer</em> - actions are executed according to a date in the item's column (for instance, 2 weeks after creation or 2 days before due date) or daily/weekly/monthly</li> <li><em>Manual</em> - actions are triggered by users via buttons on forms and/or list views</li> </ul> Up until now, manual actions could be triggered, but you could not pass any user-entered data to those actions. You could use information already present in the item or perform calculations/functions, but you could not request the user for some additional details. Now we are changing that! With the new <em>Parameters</em> feature, you can define one or more parameters of different types, which will be presented to the user as a form when the action is triggered. The inputs will be passed to the action that will use that data in its processing. For example, you can use it to set status. Currently we are supporting the following parameter data types <ul> <li><em>Text</em> - free text input</li> <li><em>Number</em> - any number or currency</li> <li><em>Date</em> - date, and optionally, time</li> <li><em>Yes/no</em> - checkmark for entering yes/no values</li> <li><em>Choice</em> - selection from a number of predefined text choices</li> </ul> What is great about it is that the parameters behave just like regular columns. You can set default values, make them required and so on. Let me show how it's done: <ol> <li>Start configuring a new action. The simplest and most common action type would be <em>Update list items</em> action that updates one or more items in a list/document library</li> <li>Switch to <em>Advanced</em> configuration tab and enable Manual mode for the action</li> <li>Notice <em>Parameters</em> section there, let's create a few parameters<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param1.png" alt="" width="884" height="755" /></li> <li>Clicking on <em>Add new column</em> will reveal the selection of supported column types. As I mentioned above, parameters are identical in their definition to columns and are configured in the same way, except they are stored by the action definition and are not added to the list itself.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param2.png" alt="" width="527" height="292" /></li> <li>Once you click on the desired type, an entry form for the column configuration will be presented, it's basically identical to the form for creation a column in the list.</li> <li>Once you've configured all the parameters you want, you can use them for mapping of column values you want to update. Your parameters will appear first, in blue, with @ character preceding their name. Note that you can use them just as you would any other column, so feel free to use calculations or functions.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param3.png" alt="" width="944" height="433" /></li> <li>Once your action is configured and saved, it's time to trigger it manually. You can do it from the toolbar or ribbon. When triggered from a list view, make sure to select one or more items first, to make the button appear. Here how it would appear on a modern form:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param4.png" alt="" width="783" height="124" /><br /><br />And here is the same button on a list view, notice that I selected an item in the view:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param5.png" alt="" width="427" height="223" /></li> <li>Once I click on the button, a pop-up showing a selection of manual actions configured on the list is presented:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param6.png" alt="" width="653" height="679" /></li> <li>Actions without parameters are executed once you click on them, but if your action has parameters, a form is generated and displayed instead:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param7.png" alt="" width="638" height="483" /><br />Note how the value 'Totally' comes prefilled via the default value setting of the parameter.</li> <li>Fill in your values and click on <em>Save</em>, it will then trigger the action with these values. Note that if you do not provide a value for a parameter, it will use empty value to set in the action, it will not ignore the parameter. So it makes sense to make your parameters required if an empty value is not an option.</li> <li>Instead of using toolbar buttons, you can embed button directly within the form and trigger your action from those buttons. I recommend it as a better and more user-friendly approach!</li> <li>Go to<em> Form Designer</em> and add a new button to your form<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param8.png" alt="" width="698" height="613" /></li> <li>Click on it and set its settings on the right<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param9.png" alt="" width="352" height="453" /></li> <li>Give it a meaningful label, then set the button type to <em>Trigger action</em> and select your action from the list. Once done, publish the form.</li> <li>Open an item for display, then click on the button. A floating form will be generated and displayed:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param10.png" alt="" width="549" height="477" /></li> <li>Enter your values, then click on <em>Submit</em>. The action will be queued for execution and you will be presented with real time progress indication<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210730param11.png" alt="" width="484" height="335" /></li> <li>Note that unlike the toolbar button, this way of execution will also reload the item once the action is done, so any updates it's made will be visible to the user!</li> </ol> As you can see, the possibilities here are endless. Use this feature to perform bulk updates, to interact with external applications, for one click approval and so much more! Enjoy!https://www.infowisesolutions.com/blog/parameters-in-manual-actionsVladi GublerFriday, July 30, 2021https://www.infowisesolutions.com/blog/parameters-in-manual-actionsHR tools for onboarding: the Ultimate Forms solutionYour business is, at its core, the workforce that you have hired and lead.&nbsp; You need to be able to depend on them and trust in the quality of their work.&nbsp; Together, with your leadership and their dedication and teamwork, your business is destined for success.&nbsp; This is only possible if you have the right people working for you; not just anyone can fill the roles you need to be filled; finding the right fit takes significant time and effort.&nbsp; Missteps in all domains of business and professional dealing are inevitable, but hiring is one internal affair that you should be especially careful about.&nbsp; The hiring and subsequent onboarding process can be quite arduous, and without the right HR tools, significant time and resources can be wasted on situating the professionals you bring on.&nbsp; For this reason, we here at Infowise have used our proprietary Sharepoint tool, Ultimate forms, to create a series of digital HR solutions that drastically simplify the hiring process.&nbsp; From logging of applications to SOP Documents and signature collection, the Ultimate Forms suite covers most logistical practices of HR with easy-to-use flexible templates.&nbsp; In this article, I&rsquo;d like to explore the various tools available, explaining their use cases and features.&nbsp; <h2>1: Multistage HR recruitment</h2> &nbsp;&nbsp;&nbsp; This solution is the foundation of the entire Infowise HR onboarding process. The HR recruitment tool is a powerful multistage logistics tool that tracks the process of hiring a candidate from initial application through to HR approval and onboarding.&nbsp; Starting at initiation into the pipeline, the candidate&rsquo;s journey through data collection, interviews, and onboarding is consolidated into one unified tool that allows leadership and HR to collaborate seamlessly.&nbsp; Like all other Ultimateforms tools, the Multistage HR recruitment tool is completely customizable, meaning that any piece of the tool can be altered to suit your business&rsquo;s structure and needs better. <h2>2: SOP read and sign</h2> This tool is a simple and effective way to administer standard operating procedure documents and other documents that have to be signed by newly initiated team members.&nbsp; This tool can be used for everything from internal SOP regulations to industry-wide safety standards and consolidates information about what documents have been read and signed into the greater HR infrastructure of Ultimate Forms.&nbsp; No matter what your business does, your new employees will almost definitely need to read and sign documents once you&rsquo;ve hired them, so we&rsquo;ve tried to make that process just a little bit easier. <h2>3: CV submission</h2> This solution is a simple external-facing form that allows your business to accept CVs and job applications effortlessly.&nbsp; The CVs can then be accessed and reviewed by the person or team in charge of hiring and integrated into the Multistage Recruitment Tool if need be.&nbsp; Like all other Ultimate Forms tools, the CV submission solution is completely customizable, so regardless of the type of candidate you are looking for, this tool can simplify the process of receiving their applications.&nbsp; <h2>4: Employee training</h2> &nbsp;&nbsp;&nbsp; Our employee training solution is a multifaceted tracking tool that can help your HR department or leadership with the training aspect of onboarding.&nbsp; it is a simple but effective way for employees to access training materials and for leadership to track results as well as analyze the effectiveness of their training pipeline.&nbsp; The training tool arrays training elements into courses and then attaches relevant information to the course, consolidating all important information into one form.&nbsp; &nbsp;&nbsp;&nbsp; The Ultimate Forms templates I&rsquo;ve listed above provide our users with a thorough but straightforward toolbox with which to carry out the various due diligence of hiring and onboarding.&nbsp; These four tools should cover any regular needs your HR team will have when it comes to hiring, but if they do not, or if any of the tools need to be modified, that can easily be done too. In addition, the Ultimate Forms platform is completely customizable and requires absolutely no coding knowledge, meaning that anyone from your team can set about customizing bespoke HR and logistics tools straight out of the box with Sharepoint if the need arises.&nbsp; Whether these tools are sufficient for your needs or you require other special tools, Ultimate Form is a powerful tool that can handle just about any logistical problem you can throw at it.&nbsp; In my next article, I&rsquo;ll be exploring the various HR tools used for maintaining your workforce once you&rsquo;ve hired and onboarded them using the tools listed above.&nbsp; In the meantime, if you have any questions or would like to read further, I welcome you to explore the many resources we have on our site, including expert seminars by our founder and other Infowise pros, or to reach out directly! &nbsp;https://www.infowisesolutions.com/blog/hr-tools-for-onboardingiwcol-the-ultimate-forms-solutionAmir ShingrayThursday, July 29, 2021https://www.infowisesolutions.com/blog/hr-tools-for-onboardingiwcol-the-ultimate-forms-solutionNew action type - Manage TeamsHi, Great news! Today we're introducing a brand new action type in Ultimate Forms: Manage Teams. With this action, you can easily manage different aspects of your Microsoft Teams environment: <ol> <li>Teams <ol> <li>Create a new team</li> <li>Update a team</li> <li>Delete (or archive) a team</li> <li>Add members to a team</li> <li>Remove members from a team</li> </ol> </li> <li>Channels <ol> <li>Create a channel (standard or private)</li> <li>Update a channel</li> <li>Delete a channel</li> <li>Add owners to a private channel</li> <li>Remove owners from a private channel</li> </ol> </li> </ol> As any other action, it can run on various events, on timer or manually, so you can easily integrate into your SharePoint-based business solutions. For example, imagine a list of projects, where whenever you create a new project, a team is automatically set up in Teams and all the relevant members are assigned to it, without any manual steps. For my illustrations, I'm going to be using a simple list that holds all the relevant information for team and channel creation. Our actions will then be added to the list and executed from it (manually for this particular example). So this is my list item:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210722teams1.png" alt="" width="323" height="833" /> Note Email column, it simply holds the email nickname to be assigned to the team. If none is provided, we will do our best to generate one from the team title. Each team in Teams is required to have one, as each team is always backed up by an Azure AD group. Next, I created a set of actions: <ol> <li>Create team - creates a new team based on the list item properties<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210722teams2.png" alt="" width="939" height="602" /><br />I simply mapped the column values to the action properties. Note Owner field. Each team requires at least one owner. You can either select users directly on the left or select a column that contains users, as I'm doing here. If none is provided, we will use the identity of the user who created the action, as at least one owner must be present in a team. Note that during team creation only the first owner can be specified. If more than one is received, only the first one is used. Additional owners can be added using Add members action subtype.</li> <li>Create channel - creates a new channel in a team<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210722teams3.png" alt="" width="941" height="550" /><br />Note that you have to map a name for an existing team, the action cannot create both team and channel in one go, but you can combine multiple actions together in one action group to accomplish that. Also note that when you mark your action as Private, you also need to specify owners (one or more) for the channel, these are your members.</li> <li>Add members to team - adds members to an existing team<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210722teams4.png" alt="" width="941" height="597" /><br />You can add multiple members with different levels of permissions. Note that the action simply receives email addresses, so it can be mapped to a Person/group column, as well as any other column type that would return emails (such as single line of text, if you so choose).</li> </ol> Once our actions are created and set to be manually executed under Advanced settings (of course, they can also run on events, I choose Manual for testing/illustration purposes only), we can click on Run Actions button on the item and see all our new actions there, ready to be executed<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210722teams5.png" alt="" width="655" height="332" /> I then went in and clicked on each one in sequence. Then I went to my Teams app, and voila, it's all there!<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210722teams6.png" alt="" width="775" height="669" /> Enjoy!https://www.infowisesolutions.com/blog/new-action-type---manage-teamsVladi GublerThursday, July 22, 2021https://www.infowisesolutions.com/blog/new-action-type---manage-teamsHelpdesk: a streamlined issue tracking solution for modern business<span style="font-weight: 400;">Welcome to the final article in my three-part series on issue tracking in modern business. <a title="SharePoint Issue Tracking" href="https://www.infowisesolutions.com/blog/sharepoint-issue-tracking,-an-overview">Part one </a></span><span style="font-weight: 400;">laid out important foundational information about issue tracking, as well as introducing issue tracking software built on the Microsoft Sharepoint platform.&nbsp; In <a title="Infowise Issue Tracking Solutions" href="https://www.infowisesolutions.com/blog/sharepoint-and-infowise-ultimate-forms;-a-quick-solution-to-issue-tracking">part two</a></span><span style="font-weight: 400;"> I took a look at Infowise&rsquo;s various issue tracking solutions built with their Ultimateforms Sharepoint toolset, which adds a high degree of user-friendly customization to the powerful but often difficult-to-use Sharepoint. In this final part, I&rsquo;m going to break down the Helpdesk tool from Infowise, our flagship issue tracking theme and in some ways the basis for our other issue tracking solutions.&nbsp; First I&rsquo;ll start by reviewing a few fundamental considerations of issue tracking, then we&rsquo;ll move to a breakdown of the <a title="SharePoint Helpdesk" href="https://www.infowisesolutions.com/solutions/1380-help-desk-free-sharepoint-solution">helpdesk</a> tool along with its many uses in issue tracking.&nbsp; Whether your business is a multinational giant or a budding startup, an efficient and effective issue-tracking process (both internally and externally) is an absolute must in the modern business space.&nbsp; If you fall short either internally or externally, your organization&rsquo;s productivity will steadily decline and your image will suffer in the eyes of both your collaborators and clients.</span> <h2>An introduction to the Ultimateforms Helpdesk tool&nbsp;</h2> <span style="font-weight: 400;">Helpdesk is a digital issue tracking tool built on Infowise&rsquo;s Ultimateforms platform, our third-party Sharepoint overhaul that makes the base program more capable and customizable.&nbsp; The helpdesk form itself contains 8 entry fields on the first tab titled details, and six on its second tab titled resolution.&nbsp; Let&rsquo;s start with the fields on the Details tab before we move to resolution:</span> <strong>1; Customer</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">A text field to identify the customer who is experiencing the problem.</span> <strong>2; Service Request</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">A text field that you can think of as the subject field of an email.&nbsp; A place for a concise identification of the problem.</span> <strong>3; Details</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">A large text field in place so that the person entering the information can give a more detailed and complete description of the problem sufficient for the individual or team tasked with resolving it.</span> <strong>4; Priority&nbsp; <br /></strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">A dropdown menu where an internal priority level can be set for the ticket.&nbsp; The higher the priority level, the more pressing the problem and the need for a solution.</span> <strong>5; Service representative</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">The service rep who entered the ticket leaves their name here before submitting the ticket so that the process can be tracked from end to end.</span> <strong>&nbsp;6; Assigned to</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">This field is in place so that the chain from service rep to assigned employee is complete and accountability for the solution is enforceable.&nbsp;&nbsp;</span> <strong>7; Keywords</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp;&nbsp;</span> <span style="font-weight: 400;">A field for relevant keywords for query searches and categorization.</span> <strong>8; Attachments field</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">This field is a container that can hold relevant file attachments of the ticket such as screenshots or images of the problem.</span> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">The second tab, titled </span><strong>resolution</strong><span style="font-weight: 400;">, is geared towards the tracking of the issue&rsquo;s solution and contains 6 entry fields.&nbsp; These fields are as follows:</span> <strong>1; Status</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">This field is a dropdown with options to show what stage of resolution the ticket is in.</span> <strong>2; Comments</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">This field allows for employees to write comments about the issue and solution to be viewed internally.</span> <strong>3; Tasks</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">The task section is a dynamic field populated with tasks assigned to employees by managers regarding the particular ticket in question.&nbsp; Think of this section as an assigned schedule for the employees tasked with solving the issue.</span> <strong>4; Resolution date</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">To be filled when the matter has been closed.</span> <strong>5; Related articles</strong> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">Employees and managers have the ability to enter relevant resources and sources in this field.</span> <strong>6; Attachments</strong> <strong>A space for relevant files such as screenshots or text documents.</strong> <span style="font-weight: 400;">As you&rsquo;ve probably gathered based on the descriptions of the details and resolution tab, the Helpdesk solution is a fully fleshed out digital issue tracking tool that can take your customers and employees efficiently from identification to the solution.&nbsp; The Infowise team has worked diligently to ensure that this tool is complex enough to handle your issues but simple enough to be easily customizable if the need arises.&nbsp; If for whatever reason you do need to modify Helpdesk to suit your particular issue tracking needs as a business, we have a wide array of resources including seminars and one on one sessions to guide you.&nbsp; The great thing about the&nbsp; Ultimate Forms platform is that basically everything is customizable, so making a bespoke logistics platform on SharePoint with it is fast and easy. &nbsp; That being said, our team has worked to exhaustively design as many templates for our users as possible, so you may not even feel the need to really change anything.&nbsp; Either way, The Ultimateforms suite for SharePoint, of which Helpdesk is a part, is a powerful tool that will elevate your business logistics practices efficiently and effectively.&nbsp; If you have any questions or would like to talk to one of our team members about Helpdesk or any of our other Sharepoint solutions, please reach out to us or feel free to continue browsing our resources online!</span> <br /><br />https://www.infowisesolutions.com/blog/helpdeskiwcol-a-streamlined-issue-tracking-solution-for-modern-businessAmir ShingrayTuesday, July 13, 2021https://www.infowisesolutions.com/blog/helpdeskiwcol-a-streamlined-issue-tracking-solution-for-modern-businessSharepoint and Infowise Ultimate Forms; a quick solution to Issue Tracking<span style="font-weight: 400;">As you may have read from my most recent article, Issue Tracking is in my opinion one of the most important quality control tools available to modern business.&nbsp; Issue tracking allows you to keep a close eye on problems, helping you ensure that they are resolved effectively and in a timely manner, so as not to negatively affect your business&rsquo;s prosperity. What was once a highly involved and rather difficult logistical headache has now become a streamlined and efficient process with the help of digital issue tracking tools.&nbsp; In this article, I&rsquo;ll be exploring one particular platform for issue tracking, Microsoft Sharepoint, along with a series of issue tracking and quality control tools our team here at Infowise has built to make SharePoint even better.&nbsp; If you want to learn more about issue tracking from a broader standpoint, I invite you to check out my last article, which is the first in a three-part series on the subject.&nbsp; Without further ado, let&rsquo;s check out some of Infowise&rsquo;s Sharepoint issue tracking tools.</span> <h2><strong>1: Helpdesk</strong></h2> <span style="font-weight: 400;">Helpdesk is for all intents and purposes the basis of all our issue tracking solutions.&nbsp; It is a dynamic form format created with our proprietary Ultimateforms software and includes standard fields for issue tracking along with integration through email.&nbsp; The Helpdesk solution is a general-purpose issue tracker that can be used for a variety of scenarios, including both internal and end-user problem-solving.&nbsp; The default ticket layout includes two tabs, one with fields for relevant information on the issue, and one for the status of the solution.&nbsp; I recommend Helpdesk as a good place to start with general issue tracking as it is rather flexible and can work with most businesses.&nbsp; The third part of my series on issue tracking will be specifically on Helpdesk, so look out for that if you are looking for a more in-depth exploration of the product.&nbsp;</span> <span style="font-weight: 400;"><a title="SharePoint Helpdesk" href="https://www.infowisesolutions.com/solutions/1380-help-desk-free-sharepoint-solution">Download HelpDesk</a><br /></span> <h2><strong>2: Audit Management<br /></strong></h2> <span style="font-weight: 400;">The audit format is similar to Helpdesk except that it is geared toward internal analysis of workflow and employee action.&nbsp; Auditing is a business&rsquo;s time to introspectively analyze its patterns and actions in order to gain a better understanding of its shortcomings, and Infowise&rsquo;s audit tool will allow you to do just that seamlessly through Sharepoint.&nbsp; This tool, like all others on Ultimateforms, can be customized to suit the exact specifications of your business; and in the context of an audit, likely will be.</span> <span style="font-weight: 400;"><a title="SharePoint audit management" href="https://www.infowisesolutions.com/solutions/1391-audit-management-free-sharepoint-solution">Download Audit Management</a><br /></span> <h2><strong>3: Bug Tracker</strong></h2> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">This Ultimateforms tool is similar to helpdesk except that it is designed specifically for identifying and solving software bugs in a given digital product or workflow.&nbsp; Bug trackers of some sort or another have been used since the very beginning of computation due to the fact that so many problems can come about when dealing with the complexity of code.&nbsp; Our Bug Tracker is a simple and effective way for your team members to identify issues so that your team can get to work resolving them.</span> <span style="font-weight: 400;"><a title="SharePoint Bug TRacker" href="https://www.infowisesolutions.com/solutions/1399-bug-tracker-free-sharepoint-solution&nbsp;">Download Bug Tracker Now!</a><br /></span> <h2><strong>4:Feedback and Guestbook</strong></h2> <span style="font-weight: 400;">The feedback and guestbook forms are not necessarily Issue Trackers per se, but they can help your team identify shortcomings and then act to resolve them.&nbsp; These tools enable your customers to provide valuable input, both negative and positive.&nbsp; This information can be used to lean into strengths or patch up weaknesses, ensuring that your business presents its best face to future customers.&nbsp;&nbsp;</span> <a title="SharePoint feedback form" href="https://www.infowisesolutions.com/solutions/2145-customer-feedback-free-sharepoint-solution"><span style="font-weight: 400;">Download Feedback Form</span></a> <span style="font-weight: 400;"><a title="Guestbook form" href="https://www.infowisesolutions.com/solutions/2159-guestbook-free-sharepoint-solution">Download Guestbook Form</a><br /></span> <h2><strong>5:Customer Complaint Form<br /></strong></h2> <span style="font-weight: 400;">Customer complaints are usually urgent issues, as the customer has gone out of their way to create a complaint and likely feels slighted in some way.&nbsp; The Ultimateforms customer complaint form facilitates fast and effective identification and tracking of the customer&rsquo;s issue, allowing the team to learn about and then update the ticket as it moves from complaint to a solution.&nbsp; Complaints have the potential to hurt a business's reputation if left unchecked, so it&rsquo;s important to use a tool like our issue tracker to make sure your team is able to put out fires as quickly as possible.&nbsp;&nbsp;</span> <span style="font-weight: 400;"><a title="SharePoint customer complaint form" href="https://www.infowisesolutions.com/solutions/2153-customer-complaint-form-free-sharepoint-solution">Download Customer Complaint Now!</a><br /></span> <span style="font-weight: 400;">Infowise recognizes the importance of issue tracking in business today, and because of that, we have made a series of tools to enable businesses to effectively deal with their problems.&nbsp; In a time where online reputation can make or break a business and word travels at the speed of a review post, solving issues quickly and completely has never been more important.&nbsp; Infowise has created a collection of template tools that can be used, but Ultimateforms is highly customizable and can be configured to suit your exact needs as a business, so whether you use a template or customize something new, Ultimateforms will undoubtedly benefit your issue tracking process.&nbsp; If you have any questions about issue tracking or Ultimateforms, please feel free to contact us here at infowise, or read on in the three-part series I&rsquo;m doing on issue tracking in business!</span> <br /><br /><br />https://www.infowisesolutions.com/blog/sharepoint-and-infowise-ultimate-forms;-a-quick-solution-to-issue-trackingAmir ShingrayMonday, June 28, 2021https://www.infowisesolutions.com/blog/sharepoint-and-infowise-ultimate-forms;-a-quick-solution-to-issue-trackingSharePoint issue tracking, an overview<p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp; &nbsp;&nbsp;In a perfect world, business would be carried out flawlessly, and everything would go exactly as planned. Development of products, services, projects, and everything else your business concerns itself with would move from ideation to perfect completion without a hitch. As you well know, this is not a perfect world. As a project manager who spent years putting out fires big and small, I know how frustrating it can be to keep track of and efficiently troubleshoot and address issues while maintaining your business's daily chores. In this article, I'll explore the topic of&nbsp;</span><a title="Solutions" href="https://www.infowisesolutions.com/solutions"><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Issue Tracking</span></strong></a><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, from problem identification, through the various tools available and all the way to solution execution.&nbsp;&nbsp;</span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Key Terms</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Let's start by defining a few key terms.&nbsp; </span><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Issue tracking</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is the practice of identifying, logging, treating, and ultimately solving issues that stand in the way of your organizational goals. These problems can be generated by internal or external factors that act as roadblocks and need to be overcome to continue growth or progress. Software development companies like Microsoft realized that corporate consumers stand to benefit from digital products that can make the issue tracking process easier, faster, and more effective, releasing tools called&nbsp;</span><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Issue Tracking Software</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">.&nbsp;&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h2 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Issue Tracking Solutions</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Issue Tracking Software are digital tools that streamline the process of Issue tracking, facilitating effective tracking from end to end. They generally work on the principle of consolidated and well-ordered dynamic lists. As the problem is diagnosed and the solution is applied, the issue entry, usually called the&nbsp;</span><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Ticket</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, is updated and maintained until the problem is solved and even stored afterward for archival purposes. Issue Tracking Software allows teams to consolidate and effectively collaborate on finding solutions. These applications deploy a powerful outcome-oriented approach to development. Issue Tracking is a crucial facet of resource allocation and priority management and is an apparatus that must run smoothly for your organization to function efficiently.</span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Use Cases</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The practice of Issue Tracking, and by extension, Issue Tracking Software, are used in a wide variety of contexts from individual contractors and vendors to the very largest of businesses and institutions in the world. One of the most common use cases for Issue tracking in business is its application in customer service issues. Customers are issued a ticket upon the first contact, which contains information about the customer as well as the issue they are experiencing. This Ticket moves through the solution process within the organization, passing from desk to desk until the matter is resolved to the degree that satisfies the organization's customer service best practices. All the while, the customer experiences a unified and concerted effort to fulfill their needs. Another use case for Issue Tracking is in internal problem tracking. This practice involves members of a team utilizing the issue tracking workflow to log their issue and then track progress on the solution in a way that aggregates important information to be viewed by both their peers and their superiors. This provides managers with a powerful tool to diagnose and then remedy bottlenecks and recurring issues by making relevant information easily accessible. Issue Tracking and the software that helps accomplish it raise the caliber of work output by identifying shortcomings. Issue Tracking is used frequently in both waterfall and agile workflows and acts as a check and balance for internal and external matters.&nbsp;&nbsp;</span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Examples:</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp; &nbsp;&nbsp;In order to draw a clearer picture of what exactly issue tracking looks like in practice, I'll lay out two example scenarios; one internal and one external.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp; &nbsp;&nbsp;<em>1</em></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><em><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;A man is having issues filing his taxes and is advised by his family to call the government body responsible for tax collection in his country. He calls and is connected with a service representative whose job is to help the man file his taxes. The representative, at this point, immediately creates an issue ticket, populating it with all relevant information about both the customer and the issue in question. She determines that she cannot solve his problem by herself, so she tells the man that he'll receive a call from a supervisor at a later date. When that date arrives, the supervisor analyzes the Ticket that the representative wrote and sets about solving the problem, contacting the man, and troubleshooting with him until the matter is resolved. The Ticket provided continuity throughout the process and made the external issue easier to resolve.&nbsp;&nbsp;</span></em> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><em><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></em> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp; <em>&nbsp;&nbsp;2</em></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><em><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;A software developer is working on a work project when she realizes that there is a recurring issue with a recent update. She creates an issue ticket and publishes it to her peers, logging what the issue was and what triggered it, along with all other relevant information. At the next staff meeting, the developer and her peers communicate about the Ticket, discussing possible causes and getting to work trying to solve the problem. They continue to update the Ticket until the matter is completely resolved. This internal use of Issue Tracking makes the logistical headache of keeping track of and communicating complex information more efficient and less disorganized.</span></em> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Issue Tracking Software</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Issue Tracking was at one time done with a pen, and slips of paper (hence the word ticket) were passed from desk to desk in an office setting. Thankfully this is no longer the case, and there are a variety of Issue Tracking Tools available to the businesses of today to help them solve their problems. Infowise's help desk framework for our flagship product, </span><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><a title="Infowise" href="https://www.infowisesolutions.com/">Ultimate Forms</a>,&nbsp;</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">is one such tool. <a title="Infowise" href="https://www.infowisesolutions.com/">Ultimate Forms</a> is an overhaul for Microsoft Sharepoint that adds a high degree of user-friendly customization, allowing you to create and manage logistics systems designed specifically for your organization. Helpdesk is a template created by our software developers here at Infowise to kickstart your Issue Tracking workflow. It Is a completely plug-and-play solution to Issue Tracking that can be further customized to suit your needs. If you have any questions about Issue Tracking, Help Desk, or Ultimate Forms, please feel free to reach out to us here at Infowise, or check out some of our other articles about Issue Tracking on the site. This is the first part of a three-part series on the topic of SharePoint Issue Tracking, so keep an eye out for the next two entries!</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp; &nbsp;&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp; &nbsp;&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;https://www.infowisesolutions.com/blog/sharepoint-issue-tracking,-an-overviewAmir ShingrayWednesday, June 23, 2021https://www.infowisesolutions.com/blog/sharepoint-issue-tracking,-an-overviewMicrosoft Teams as a timely collaboration tool during a global shutdown<span style="font-weight: 400;">&ldquo;Microsoft Teams is becoming a central tool in almost every organization, especially considering the ongoing health crisis. Here, at Infowise, we also use it extensively; I would even say it's our main tool!&rdquo;</span> <strong><em>Vladi Gubler, CTO, Infowise</em></strong> &nbsp; <span style="font-weight: 400;">&nbsp;As you well know, the pandemic has created significant flux in all facets of life globally. The past year and a half have seen society shaken, causing deep and lasting changes to how we as professionals conduct business. After having been forced to work remotely during the pandemic, a growing contingent of businesses have realized that remote work through collaboration software can be just as effective as the traditional in-person method, all while saving businesses money on office space expenses. Emily Courtney, a writer at Flexjobs, recently compiled a list of businesses moving towards either partial or complete remote employment. From that list, I&rsquo;ve picked a few standouts that may surprise you. Shopify, for example, one of the world's largest e-commerce businesses, has pivoted to a completely remote workforce indefinitely and is offloading its property holdings. Dropbox, one of the world's most valuable startups with a valuation of over 10 billion dollars, has also moved to a completely remote workforce. Even Facebook, the most prolific social network ever, is moving towards a more remote workforce, projecting that 50% of its employees will continue to work remotely even after the pandemic</span><span style="font-weight: 400;">.</span> <span style="font-weight: 400;">&nbsp;&nbsp;</span><span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">The world&rsquo;s ability to adapt to the pandemic through remote work has proven to workforces that much of the hassle of on-site work is completely unnecessary. For this reason, many reject the idea of returning to the office.&nbsp; </span><em><span style="font-weight: 400;">Bloomberg Wealth&rsquo;s </span></em><span style="font-weight: 400;">Anders Melin and Misyrlena Egkolfopoulou explore this sentiment of resistance in </span><a href="https://www.bloomberg.com/news/articles/2021-06-01/return-to-office-employees-are-quitting-instead-of-giving-up-work-from-home">their article</a><span style="font-weight: 400;"> about remote work after the pandemic.&nbsp; The poll that the authors cite in the article has some pretty astounding results that tidily encapsulate the significance of the shift in workplace culture that has taken place since the pandemic:</span> <span style="color: #33cccc;"><span style="font-weight: 400;">&nbsp;&nbsp;&ldquo;A May survey of 1,000 U.S. adults showed that 39% would consider quitting if their employers weren&rsquo;t flexible about remote work. The generational difference is clear: Among millennials and Gen Z, that figure was 49%, according to the poll by Morning Consult on behalf of Bloomberg News.&rdquo;</span><span style="font-weight: 400;">&nbsp;</span></span> <span style="font-weight: 400;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span style="font-weight: 400;">&nbsp;&nbsp;&nbsp; </span><span style="font-weight: 400;">Just a few years ago, such a monumental shift in the way businesses operate would have been difficult to fathom; but with the accelerated development of communications technology starting with the advent of the internet and culminating in complete virtual office workspaces, completely and partially remote workforces are not only viable but in some cases favorable. Microsoft Teams, one such virtual office space, has experienced a meteoric rise in popularity since the beginning of the pandemic. It has grown its user base from around 32 million users to over 145 million in less than a year and a half, surpassing its nearest competitor Slack&rsquo;s daily user numbers in early 2019. Teams&rsquo; rise during the pandemic was no coincidence; it was poised to become the standard in collaborative professional software; the pandemic just acted as a catalyst to accelerate its proliferation.<br /><br />According to Flex Jobs, 93 of the world's fortune 100 businesses trust Teams to collaborate. The logistical changes that the pandemic caused are proving to executives that remote work is efficient and effective, and Microsoft is reaping the benefits of that revelation through Teams. Microsoft Teams is Microsoft&rsquo;s proprietary digital collaboration and communication environment. It acts as a hub for teamwork, allowing leaders to effectively group their team members and provide them with a virtual workspace. In this digital space, teammates can communicate through real-time video meetings and instant messaging, plan using a shared calendar system, share files, and much more with the myriad of additional apps that integrate with Teams. One of the major advantages of Teams over other collaboration software is that it seamlessly integrates with the entire Microsoft 365 environment, which is arguably the standard for general professional software. For this reason, users can work collaboratively on projects using 365 software remotely. This integration even includes Microsoft Sharepoint.<br /><br /></span> <span style="font-weight: 400;">Teams&rsquo; ability to integrate with Sharepoint, Microsoft's advanced document management and storage system, is one of its most compelling strengths, allowing for collaborators to use the highly customizable platform in conjunction with the already powerful Teams, all within a unified workspace. Put; Teams is a digital approximation of the office. From shared calendars and bulletin boards to face-to-face meetings, Teams is a complete hub for teamwork that can either augment your current in-person workflow or facilitate an evolution towards remote work. In this digital transformation era, where enterprise mobility is becoming increasingly important, Microsoft has brought its considerable experience and expertise to bear on the problem of remote work. The solution that is produced and that is taking the business world by storm is Microsoft Teams</span><span style="font-weight: 400;">.</span> <span style="font-weight: 400;">Here at Infowise, we recognize the power of Teams as a collaborative tool, especially in conjunction with Sharepoint.&nbsp; For this reason, we&rsquo;ve developed a variety of integration solutions to improve this already exceptional system further.&nbsp; From simple vacation request forms to complex logistical solutions, we&rsquo;ve applied our years of experience improving Microsoft products to bear on Microsoft Teams, and we&rsquo;re proud of the results!.&nbsp; If you have any questions about our tools or services, please contact us </span><span style="font-weight: 400;">or check out some of our other articles</span><span style="font-weight: 400;"> about how teams and SharePoint can benefit your organization.<br /><br />Here are few links to resources showing the intersection between Infowise products and Teams<br /><a href="https://www.infowisesolutions.com/webinar/custom-forms-in-microsoft-teams">Custom Forms in Teams</a><br /><a href="https://www.infowisesolutions.com/training/article.aspx?ID=166&amp;search=75787">Adding Forms to Teams</a><br /><br /><br /><br /><br /></span>https://www.infowisesolutions.com/blog/microsoft-teams-as-a-timely-collaboration-tool-during-a-global-shutdownAmir ShingrayFriday, June 11, 2021https://www.infowisesolutions.com/blog/microsoft-teams-as-a-timely-collaboration-tool-during-a-global-shutdownNew visual design capabilities in Modern formsHi, A form that looks great is so much more appealing and inviting for users! With our Modern forms, we pay a great deal of attention to styling abilities: <ul> <li><em>Themes</em> - with a selection of pre-defined themes, it's easy to apply a complete look &amp; feel to the form.</li> <li><em>Style rules</em> - any element on the form can have one or more conditional style rules applied to it. This feature is especially useful when you need to highlight a section based on the user selection.</li> <li><em>CSS</em> - you can specify your own CSS class name for any element on the form. You can then use the CSS module to either define those classes directly on the form or link to a shared CSS file (which is very useful when you want to apply the same look and feel to all your forms with minimal effort.</li> </ul> Now we are adding a brand new capability that makes creating great looking forms even easier! With the new <em>Styles</em> configuration, you can easily customize the look and feel of your form without having any experience with CSS.<br />Want to create a form that looks like this? <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210608d1.png" alt="" width="873" height="422" /> With the new feature, it's ridiculously easy! Let me show how. <ol> <li>Create your form by dragging your columns to the design surface of <em>Form Designer</em>. As always, use <em>Containers</em> to control layout in an easy and responsive way. it will automatically look great on any type of device!</li> <li>Click on the <em>Styles</em> button on the main toolbar to open the <em>Styles</em> side pane<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210608d2.png" alt="" width="836" height="594" /><br /><br /></li> <li>Here you can either apply one of the theme or generate a <em>Style</em>, which is what we are going to be doing.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210608d3.png" alt="" width="645" height="738" /></li> <li>First, we are going to be picking a background image from the gallery. There are already about 30 different images there to choose from and we will be adding more. Alternatively, you can reference your own image by URL address<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210608d3a.png" alt="" width="823" height="649" /></li> <li>Once we've selected an image, we can customize the following settings <ol> <li>Padding for the image (space between the form boundary and the boundary of the inner form background). You can even specify different padding on different side of the form.</li> <li>Background color for the form background (the box inside, where the actual form resides)</li> <li>Opacity - how opaque/transparent the form background is. I suggest making it slightly transparent, so the background image is still visible, but the form is still easy to use. Something like 80-90% is a good value, but it's really up to you.</li> <li>Inner padding - space between the boundary of the form background to the actual form controls.</li> </ol> </li> <li>Publish your form, it's now ready to amaze your users!</li> </ol> We also added the abilty to choose an image from a gallery to our image control, so it can be used as a banner on the form. Sometimes, just a banner is enough for your form and you don't want to put a background image over the whole form. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210608d4.png" alt="" width="333" height="495" /> Same idea here, place the image control on the form, select an image, specify alignment and height of the banner and that's it! <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210608d5.png" alt="" width="816" height="621" /> I hope you will find these new features useful when designing your forms!https://www.infowisesolutions.com/blog/new-visual-design-capabilities-in-modern-formsVladi GublerTuesday, June 8, 2021https://www.infowisesolutions.com/blog/new-visual-design-capabilities-in-modern-formsRemote collaboration tools in an era of a global pandemicStrong communication allows for teams of employees to exceed the sum of their parts, operating as a cohesive unit rather than a group of disconnected individuals. For this reason, the creation and subsequent maintenance of robust and efficient communication infrastructure is perhaps the single most important auxiliary task businesses carry out today. Regardless of the managerial model, breakdowns in communication always lead to waste and hamper your team's ability to do the work you need them to do.<br /><br />Thankfully, technological advancements from email to cloud storage have solved many problems in the domain of corporate communication, allowing businesses to operate more effectively than ever before. Microsoft is well known in the field as the gold standard of corporate collaboration systems. It has created a vast ecosystem of tools your team members can leverage to streamline their communication and collaboration. Understanding which ones are best for your business can be a little tricky, but I assure you, spending the time to learn about and then deploy the tools that fit your team will inevitably strengthen your business.<br /><br />Microsoft has created six collaboration tools, each with its own use cases and specialties. Though some of them overlap, they each have their own niches and are frequently used in combination to maximize the efficiency of communication. <br />These six software are as follows: <h2>#1 One drive</h2> One drive is a streamlined cloud file hosting service and a key collaborative element of the Microsoft Office Online ecosystem. It allows users to upload and download files from a shared cloud storage space, <h2>#2 Outlook</h2> Originally called Hotmail before it was acquired, Outlook is Microsoft's in-house email solution that incorporates mail, calendaring, contact, and task planning service. This extended mail service in and of itself is a capable collaboration tool depending on the needs of the business. <h2>#3 Skype for business</h2> Skype for business, just released in December of 2020 as the Covid-19 pandemic began to ramp up, is an Instant messaging and web conferencing platform designed to compete directly with Zoom. <h2>#4 Microsoft teams</h2> Teams is Microsoft's flagship collaboration and communication tool for businesses. This past year, due largely to the Covid-19 pandemic, Microsoft teams have grown its user base by a factor of over seven, and for a good reason. It is an excellent and complete collaborative experience, connecting team members seamlessly and efficiently. <h2>#5 Sharepoint</h2> Microsoft Sharepoint is a powerful document-sharing intranet solution and the gold standard of logistical/technical collaborative tools. It has a high degree of customizability and can be tailored to suit your business's exact needs.<br />Sharepoint is unique among these as modular and highly customizable through its use of add-ons. It stands out among the rest and is generally the most impactful and wide-reaching tool of the bunch, capable of changing the way you conduct your business for the better. It is not only a collaboration tool but also a powerful logistics platform capable of a wide array of useful functions. It is often used in tandem with other Microsoft tools. Microsoft Teams is one such tool and synergizes very well with Sharepoint, allowing teams, even those working remotely, to communicate instantaneously through both video meetings and instant messaging, all while sharing project elements through the Sharepoint system, carrying out other tasks through whatever customized version and add-ons apply to their work. <br />Microsoft's Rob German explains how Sharepoint and Teams can be connected through their respective organizational trees as follows: <br /><em>"Both Teams and SharePoint team sites are organized by topic, project, organization, or some other focal point for a team of people. Hence, in any given organization, Teams and channels will often follow a similar structure to SharePoint team and project sites."<br /></em> <br />When deciding which Microsoft collaboration tools will serve your business best, it is important to analyze the scale and function of your business; for example, skype for business and teams overlap in a variety of ways choosing between the two is very difficult. Now is a particularly good time to introduce effective digital collaborative tools into your team's workflow, as coming together to work in the traditional sense has been hampered drastically by the pandemic. Due to the specialized nature of this realm of management, it is often best to consult with an external firm to both advise you on what tools best suit your business and then to work with you to customize the tools in a way that best serves you and your team. <br />Here at Infowise, we use Microsoft Teams for most internal communication that requires an instant response. I personally find it to be an effective tool. We've seen firsthand how businesses can benefit from its use. That being said, every business is different, so making sure you make the right choices on your journey to upgrading your team's collaborative capabilities is paramount to the success of the systems. If you have any further questions about either Sharepoint or the greater Microsoft collaborative tool ecosystem, please feel free to reach us here at Infowise. &nbsp;https://www.infowisesolutions.com/blog/remote-collaboration-tools-in-an-era-of-a-global-pandemicAmir ShingrayThursday, May 27, 2021https://www.infowisesolutions.com/blog/remote-collaboration-tools-in-an-era-of-a-global-pandemicEmbedding images in SharePoint's multiple lines of text columnHi, One of the most versatile column types in SharePoint is the multiple lines of text column, especially in its enhanced rich text mode. You can add any type of text, links, images and other visual elements, as in any text editor. Unfortunately, SharePoint's support for this column type is far from being perfect, especially in the Modern UI. For example, try to paste an image there. Although it will look fine while you are editing the column, you could be in for a surprise when you save the item. Unless you uploaded the image first, it will be simply gone from the column! Not exactly a user-friendly experience. This is why we enhanced the column in our modern forms and made it super-easy to embed images without any additional steps. Simply specify a document or image library in the column settings on the form and it will automatically upload your embedded images and use the image URLs, in a way that will prevent SharePoint from removing the image from the value. Your users don't even need to know all these details! How can you configure that? <ul> <li>Create a multiple line of text column in your list (or use an existing one). Make sure Enhanced rich text mode is enabled<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210505-rt1.png" alt="" width="405" height="749" /></li> <li>Go into <em>Form Designer</em> and select the column there, in the column properties select a document or image library to store your images. I suggest that you create a new one, as images are going to be uploaded into generated folders that won't make much sense to users.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210505-rt2.png" alt="" width="482" height="440" /></li> <li>Publish your form. Now go to your list. Copy any image from anywhere (I was using my trusty screenshot tool).<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210505-rt3.png" alt="" /></li> <li>Save your item, as you can see, the image is now visible in the list views.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210505-rt4.png" alt="" width="556" height="444" /></li> </ul> Images are uploaded into folders with unique names, to ensure one item doesn't overwrite images belonging to another item. You are going to have lots of these folders, so the library won't be of much use when accessed directly by the users, that's why I recommend designating a special library for this (it can be used by all lists within your site).https://www.infowisesolutions.com/blog/embedding-images-in-sharepoint's-multiple-lines-of-text-columnVladi GublerWednesday, May 5, 2021https://www.infowisesolutions.com/blog/embedding-images-in-sharepoint's-multiple-lines-of-text-columnHow to embed YouTube videos inside formsHi, Today, something simple but still very useful. Add an embedded YouTube video to your form in a couple of easy steps. <ol> <li>Find the video you want to embed on YouTube</li> <li>Under the video, locate the <em>Share</em> button<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210503-yt1.png" alt="" width="532" height="341" /></li> <li>Click on it, then switch to Embed mode<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210503-yt2.png" alt="" width="621" height="423" /></li> <li>Copy the HTML snippet (you can also adjust some of the settings here, such as size)<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210503-yt3.png" alt="" /></li> <li>Now get into <em>Ultimate Forms</em> and click on <em>Form Designer</em> for your list. Locate the Fragment control on the left<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210503-yt4.png" alt="" /></li> <li>Drag it onto your form, click on it to select, then click on <em>Edit content</em><br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210503-yt5.png" alt="" width="594" height="312" /></li> <li>Click on &lt;/&gt; to directly edit the HTML<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210503-yt6.png" alt="" /></li> <li>Delete all existing content and paste the copied snippet<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210503-yt7.png" alt="" /></li> <li>Click on &lt;/&gt; again to exist the HTML source edit mode. You should now be able to see the embedded video<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210503-yt8.png" alt="" width="688" height="351" /></li> <li>Close the editing pane, the video should now appear on the design surface of the form itself<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210503-yt9.png" alt="" /></li> <li>Publish your form, it's done!<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210503-yt10.png" alt="" width="708" height="562" /></li> </ol> Enjoy!https://www.infowisesolutions.com/blog/how-to-embed-youtube-videos-inside-formsVladi GublerMonday, May 3, 2021https://www.infowisesolutions.com/blog/how-to-embed-youtube-videos-inside-formsSharePoint automation Post-COVID in 2021- Part 1<p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The COVID-19 pandemic has been wreaking havoc around the world. Disrupting day-to-day operations and routine tasks and rendering human contact taboo and a crime in some cases, but like everything else, this too shall pass. Once it does, we'll see significant change. Along with remote work, automation adoption will be one of the major focuses of businesses in the post-COVID world.</span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Predictions for Automation in the Post-COVID World<br /></span></h2> <h3 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">No-code automated machine learning to increase use cases</span></h3> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Automated machine learning, also known as AutoML, will dramatically fast-track the machine-learning model's development compared with the traditional coding approach. In the post-COVID-19 world, businesses lagging will leapfrog their competitors by using AutoML to implement as many AI use cases as they want. According to an estimate, AutoML allows data scientists to implement eight times the number of use cases aimed at personalized customer experience or operational efficiency since they can configure parameters and run thousands of experiments in a single go. In simple terms, AutoML will significantly amplify the impact of digital transformation post COVID.<br /><br /></span> <h3 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Intelligent document extraction to become a focus of investments.<br /><br /></span></h3> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Even in the pre-COVID world, intelligent document extraction platforms (IDEP) focused on investments as they allow businesses to classify multiple types of documents and enhance document management easily. Machine learning combined with computer vision makes these platforms easy to build and maintain; thus, their value will significantly increase in the post-COVID world.<br /><br /></span> <h3 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Robotic Process Automation (RPA) to become more common in intelligent automation suites.<br /><br /></span></h3> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Robotic Process Automation (RPA) was strongly emerging before the pandemic due to high market demand, commoditization, specialization, major enterprise software acquisitions, and new marketplace entrants. Post COVID-19, just like machine learning, RPA will become embedded in several intelligent automation suites that enable digital transformation.<br /><br /></span> <h3 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Commercial drones to automate specific business operations<br /><br /></span></h3> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The commercial drone market is booming due to the rapid growth of the consumer drone industry. While limited human contact remains is a factor in increasing drone usage, two more factors will increase the demand for drones in the post-COVID world.</span> <ul style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The fast evolution of 5G and computer vision will enable real-time drone intelligence over low-latency and ultra-reliable communications.</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Better regulations crafted by governments around the world will facilitate drone commercialization and adoption.<br /><br /></span></li> </ul> <h3 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Intelligent Automation to support at least 25% of the workforce<br /><br /></span></h3> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As companies are highly likely to stick to the work from the home model or adopt a hybrid model, almost three times more workforce will work from home most or all of the time. Post-pandemic, organizations will implement new automation technologies to support at least 25% of the remote working employees. Direct support may remain rare, like giving a bot to every worker to support their daily journey, but indirect support will increase. This type of support will include intelligent automation handling line-of-business tasks often invisible to remote workers, documents for employee support, employee questions, and benefits, along with customer experience and service.<br /><br /></span> <h3 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Rush to Automation will cause notable failure.<br /><br /></span></h3> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The COVID-19 pandemic significantly increased the investments in automation technologies and digital transformation. More than half of the organizations that weren't equipped to support remote work broke down due to the pandemic and were pressured to adopt automation solutions. Haphazard and rushed Automation expose the automation technology and the businesses adopting it to high risk, which can cause monumental failures that can harm an organization's reputation, limit the overall trust in Automation, and damage customer trust due to media scrutiny. Post-COVID, around 30% of businesses will increase their focus on quality by proper due diligence and planning and testing Automation before deployment for both employees and production.</span> <h2>The focus of Automation in the Post-COVID World</h2> <h3 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Manufacturing line<br /><br /></span></h3> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Regardless of the business's size, the manufacturing line is the core process that must be structured, transparent, and optimized for growth. When we say manufacturing line, we mean everything that makes manufacturing possible, including vendor communication, invoicing, inventory management, order processing, and in this area, Automation has become essential.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Automation technologies can help businesses to cut costs and increase efficiency as they improve forecasting potential. With automation adoption, businesses can also keep promises to customers by ensuring timely delivery. Furthermore, machine learning solutions allow companies to anticipate customer needs, identify customer trends, and avoid over or understocking supplies. Due to all these reasons, the manufacturing line will be the major focus of post-COVID Automation.<br /><br /></span> <h3 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Accounting<br /><br /></span></h3> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When it comes to accounting, manual and labor-intensive processes are highly prone to errors. Automation technologies, however, can whisk these troubles away. Advanced accounting automation software enables accounting teams to simplify the entire process by speeding up and securing transactions and invoicing, eliminating paper-based accounting, and automate recurring transactions. Due to these benefits, accounting systems will be a focus on post-COVID Automation.<br /><br /></span> <h3 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Reporting<br /><br /></span></h3> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In the post-COVID world, organizations continuing remote work will implement automation technologies to enhance reporting. Cloud-based automation technologies can answer any necessary questions like time spent on a task and increase visibility with dashboards. In addition, these automation solutions can generate comprehensive reports by processing data with a single click, eliminate useless information, and increase transparency, all of which are necessary to achieve growth.<br /><br /></span> <h3 style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer experience and support<br /><br /></span></h3> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Human contact has become forbidden due to social distancing roles, potentially damaging customer experience and support. However, thanks to automation technologies, the lack of human contact don't seem to be a problem for customer experience and support. Automated solutions for customer support were gaining popularity even before the pandemic. Still, post-COVID, their demand will significantly increase as more brands look for an automated yet humanized customer communication method.<br />These are some of the predictions and main focus points of Automation in the post-COVID business world. <br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/sharepoint-automation-post-covid-in-2021--part-1Amir ShingrayThursday, April 29, 2021https://www.infowisesolutions.com/blog/sharepoint-automation-post-covid-in-2021--part-1Upgrading to Modern formsHi, It's been almost two years since we debuted our <em>Modern</em> forms in <em>Ultimate Forms</em>. They are a huge upgrade for the form building experience in SharePoint and were enthusiatically received by our customers! Unlike our classic forms, they are not bound by the various limitations of SharePoint and let you build your forms with the level of flexibility simply not possible before.<br />Some of the features are: <ul> <li>Fully flexible layout system, using nested controls, letting you build exactly what you want</li> <li>Fully responsive forms that automatically adjust and look great on any device</li> <li>Cascading, multi-level permission rules, allowing you to dynamically control permissions at any nested control level</li> <li>Conditional styling on any level</li> <li>Multiple themes for that sophisticated look and feel</li> <li>Scripting support, already built-in</li> <li><em>Actions</em> integration, trigger <em>Actions</em> with buttons directly on the form</li> <li>External forms, allowing you to expose your lists outside of your organization in a secure fashion</li> <li>Export/import of form settings for replication between lists or environments</li> <li>Data connections, allowing you to create forms that work with external, non-SharePoint data</li> <li>Drag &amp; drop <em>Form Designer</em> with all capabilities in one location, including the ability to create and modify columns</li> <li>Payment integration, because why not? :)</li> </ul> As a lot of our long-time customers have already made significant investments in the classic forms and are running complex business solutions using this technology, we are not planning to make it obsolete. But we do want you to use the wealth of features modern forms have to offer! This is why we built an automated upgrade feature right into the classic forms. With a click of a button, we will generate a modern form for your list, based on your classic form settings. We will create tabs, assign columns to tabs, add permissions, validation rules and default value rules. In most cases, the automatic conversion will be enough! Some adjustments might be needed if you are using some specific stylings though. How is it done? Just head over to <em>Tabs and tab permissions</em>, switch to <em>General</em> tab and click on <em>Upgrade to Modern.</em> <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210421-upgrade.png" alt="" width="657" height="396" /> In just a few seconds, a new modern form will be generated and published for you. You can then go to <em>Form Designer</em> to make any adjustments you need. If you want to roll back, click on <em>Reset</em> on <em>Form Designer</em>'s toolbar and the modern form will be disconnected from your list (do not click <em>Publish</em> or <em>Save</em> after <em>Reset</em>!). If you want to work on the form without publishing, click <em>Reset</em>, then leave <em>Form Designer</em> and go back to it. You will see the modern form again, not published and you can make any changes you want. Once you're happy with it, publish. Until you publish, your old classic form is in effect. Enjoy!https://www.infowisesolutions.com/blog/upgrading-to-modern-formsVladi GublerWednesday, April 21, 2021https://www.infowisesolutions.com/blog/upgrading-to-modern-formsBest Practices of Business Process Automation&nbsp;It's safe to presume that most business managers are involved in some cost-cutting and productivity enhancement projects. Business Process Automation is one tool that can provide business managers with practical solutions to enhance productivity and reduce costs. More than ever, businesses are opting for strategies, such as BPA, to save time and money. Want to know what business process automation is all about? Read on to learn what benefits BPA has to offer. <h2>What is Business Process Automation?</h2> If we delve deep, we know that BPA provides companies with different ways to execute recurring tasks efficiently. Not only that, Business Process Automation greatly reduces common human errors that result from manual executions. First propagated by Henry Ford, BPA automates time-consuming tasks and encourages workers to perform duties that require communication, dexterity, and human judgments. As we mentioned in our past articles, there are four types of automation: <ul> <li>Basic Automation</li> <li>Process Automation</li> <li>Integration Automation</li> <li>Artificial Intelligence (AI) Automation</li> </ul> <h2>Best Practices of Business Process Automation</h2> Opting for certain software or technology isn't enough. Having a comprehensive and practical approach to business process automation is essential. Some of the best practices of BPA are as follows: <strong>Choosing the proper process and tools:&nbsp;</strong> Start automating small tasks, along with that, try the most compatible technology to the current one you are using for your daily operations. After deciding on the automation process, you will have to choose a tool. While there are various tools, remember to go for the one that is appropriate for your business. <strong>&nbsp;Defining roles and goals&nbsp;</strong> As soon as the automation becomes functional, changes will occur as far as people's roles are concerned. The next step is defining the goals, as it aids in implementing automation and achieving the tasks cautiously. It is essential to plan each step in case some problem occurs. <strong>Guiding employees through the BPA modifications:</strong> &nbsp;Some workers might fear that automation will leave them jobless, so it is essential to explain the positive changes that automation can bring and how it can escalate the organization's productivity. <strong>Focusing on constant development:&nbsp;</strong> Remember that automation is an ongoing process, and only regular monitoring of the results can increase efficiency. Gauging automation's performance and making adjustments will give the best possible outcome. <strong>Having a backup plan:</strong> At times, you might experience some technical problems, but that shouldn't hinder your work. In such times, you'll require your workers to take over and handle the task manually. A Road Map to Successfully Implementing BPA Now that it is established that a worker's time and abilities should not be wasted on achieving a certain task manually, it is crucial to ensure a positive implementation.&nbsp; <strong>Here's how you can get it right:</strong> <ul> <li>The first step is to recognize the exact processes that have the most potential for improvement.</li> <li><em> Ensure whether your prospective technology partner understands what the issues are and is willing to provide appropriate solutions.</em></li> <li><em> There is no harm in starting small. You can later reconfigure any altering requirements that you may have.</em></li> <li><em>Make sure that you and your solutions partner form an understanding of compliance with regulatory requirements and how implementing business process automation might affect them.<br /></em></li> </ul> <h2>Benefits of Business Process Automation</h2> This software not only increases efficiency but also enables business development. After you've implemented BPA, you will more likely observe the various benefits. <ul> <li>Enhanced access results in advanced productivity. Cloud-based BPA tools aid in storing the information in a central databank, allowing you to access the data from any place or device.</li> <li>Transparency is ensured. It becomes easier to track and observe procedures while running, hence improving accountability.</li> <li>Frequent monitoring will benefit in finding errors and fixing them without any delay.&nbsp;</li> <li>You will observe a drop in costs because of lesser manual interferences.</li> <li>Based on the concept of uninterrupted process development, skill levels will keep on growing.</li> </ul> <h2>Infowise</h2> Infowise has been providing automated business solutions for almost two decades. These solutions are easy to deploy; they require minimal training and can be customized and up-scaled according to your business needs. With Infowise, you can create your own customized solutions without writing a single line of code all through your web browser. You can automate multiple business processes, including task assignment, list generation, form creation, alerts, calendars, etc. To learn more about our business processes and workflow automation solutions, <a href="https://www.infowisesolutions.com/ultimate_forms">download the free trial or request a free demo.</a> &nbsp;https://www.infowisesolutions.com/blog/best-practices-of-business-process-automationAmir ShingrayTuesday, April 20, 2021https://www.infowisesolutions.com/blog/best-practices-of-business-process-automationManage attachments - new action typeHi, As you know, documents can be stored in SharePoint in two ways: <ul> <li>In document libraries</li> <li>As list item attachments</li> </ul> Each one of these has its own pros and cons, such as documents in a document libraries can have versions and metadata, whereas attachments are linked to an item and displayed in its context. <em>Ultimate Forms</em> already gives you additional capabilities, such as <em>Associated Documents</em>, when documents in a document library can be listed within the parent list item, and <em>Document Link</em> column, which provides lightweight linking and uploading of documents through a list item. In some cases, you want to be able to convert your existing documents, for example, promote attachments to a document library or copy/move documents from a document library and create list item attachments from them. Until now it was not an easy task, basically requiring manual download and upload of documents. With the new <em>Manage attachments</em> action type, it's now super easy! What can it do? <ol> <li><em>Copy/move attachment to document library</em> - take your list item attachments, all of them or filtered by file name and/or size, and copy them to the specified document library. They can be placed in the root or in a specific folder (folder can be automatically created when needed). You can also specify any additional metadata based on the list item properties. Optionally, you can link the documents to a <em>Document Link</em> column within the item.</li> <li><em>Copy/move from document library</em> - specify query conditions and then copy/move those found documents into attachments.</li> <li><em>Delete attachments</em> - delete all or filtered attachments.</li> </ol> I'll give you a simple example. We will be promoting all attachments that have the word "instructions" in their names to be documents in a document library, while specifying the target folder, setting some metadata and even linking those documents, in their new location, back to the item using <em>Document Link</em> column. <ul> <li>First, let's create a new action. Choose <em>Manage attachments</em> as your action type and enter some meaningful action name<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210329-manageattach1.png" alt="" width="749" height="626" /></li> <li>Next, we need to select what list items we want to run on. By default, it will already select the current item (the one on which the action runs) by specifying ID=[ID], but you can affect any number of items in any site:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210329-manageattach2.png" alt="" /></li> <li>Next, optionally specify filters based on attachment file name and size:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210329-manageattach3.png" alt="" width="800" height="127" /></li> <li>Now we need to specify the target document library. It can be found on any site. You can even specify dynamic runtime site URL and library name:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210329-manageattach4.png" alt="" width="800" height="362" /></li> <li>Optionally set the folder path (from the root of the library) and map any metadata you want to set. In our case, we are setting the document description and folder, specified dynamically based on the list item title.</li> <li>I'm using a <em>Document Link</em> column called <em>DLF</em> here. Promoted documents' links will be automatically stored here so you can easily access them from the list item:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210329-manageattach5.png" alt="" width="800" height="102" /></li> <li>And this is how it will appear in the list item (didn't actually filter the attachments by name when running my example)<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210329-manageattach6.png" alt="" width="662" height="218" /></li> </ul> &nbsp; As you can see, it's easy to work with, yet incredibly powerful! One possible usage could be in conjunction with <em>Import</em>. Normally, when you set up an import profile on a document library, only the first document is taken from the email. If your emails contain multiple attachments and you want each to become a document in your document library, you can set up your import on a list and add an action on New to then to move list item attachments to the document library, each one will become a separate document!https://www.infowisesolutions.com/blog/manage-attachments---new-action-typeVladi GublerMonday, March 29, 2021https://www.infowisesolutions.com/blog/manage-attachments---new-action-typeIntegrating online payments in formsHi, Many of the forms you see everywhere on the Internet have something to do with money: payments, donations, bookings, etc. Although <em>Ultimate Forms</em> is not an e-commerce product, we want to offer our customers the ability to add simple payment processing abilities to the forms they create, which can be used inside the organization and, using <em>External Forms</em>, when interacting with the outside world. We are offering PayPal integration as our first step, as it's the most widely used online payment platform. Make sure to sign up for an account with PayPal before you continue. You can add the new <em>Payment</em> control to your form and be ready to accept payment in just a couple of minutes. I am going to be showing how it works using a super-simple example of a sandwich ordering form. Nothing fance here, just your name, date and the quantity. Of course, it's easy to leverage the full power of <em>Ultimate Forms</em> by adding line items, price lists and totals, but it's not the purpose of this particular demo. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-1.png" alt="" width="700" height="634" /> This is the end result. Basically, the form is already pre-filled. All you need to do is change the quantity and maybe choose the vegetarian option. The total is simply the quantity multiplied by $4, can't get simpler than that! Click on one of the payment buttons and enter the payment details. You can pay with or without a PayPal account, there are many options available, including credit cards and direct bank withdrawals. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-2.png" alt="" width="672" height="732" /> And once you pay, the form is locked down and doesn't allow any additional changes: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-3.png" alt="" width="700" height="492" /> Let's see what is going on here. Basically, there is a very simple list underneath (BTW, it doesn't even have to be a SharePoint list, it can be any data provider, including <em>REST API</em> or <em>Salesforce</em>). All we need is a few columns: <ul> <li><em>Invoice ID</em> (in this case, I simply renamed the Title column). This is where the payment module is going to store the invoice ID it generates. We do not need to show this column on the form, but it's required for the payment to work correctly, as well as for cross-referencing with PayPal data.</li> <li><em>Ordered by</em> - person column. I added a default value rule to set the current user's name.</li> <li><em>Date</em> - here I configured the column to default to today's date.</li> <li><em>Quantity</em> - a number column, I configured it to display as a slider (fancy!).</li> <li><em>Total</em> - currency column, I added a rule to calculate based on Quantity.</li> <li><em>Vegetatian only</em> - boolean (yes/no) column.</li> </ul> Just going to go over some of these settings, for clarity. This is how I made the <em>Ordered by</em> field default to the current user: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-4.png" alt="" width="692" height="309" /> And this is how I made <em>Quantity</em> appear as a slider: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-5.png" alt="" width="303" height="408" /> This is how I configured <em>Total</em> to always be read-only (as we set its value through a rule): <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-6.png" alt="" width="687" height="433" /> And this is the calculation rule itself: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-7.png" alt="" width="691" height="461" /> Now let's talk a bit more about the configurations on the PayPal side. Log into the <a href="https://developer.paypal.com/" target="_blank" rel="noopener">Developer Dashboard</a> and create a new <em>App</em>. Take a note of <em>Client ID</em> it generates, you're going to need that in your form. Make sure to use the sandbox <em>Client ID</em>, so you can test your form without any money actually changing hands. When ready to go live, you can switch to the live <em>Client ID</em>. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-8.png" alt="" width="700" height="871" /> Drag <em>Payment</em> control onto your form and click on it to go into properties (it will complain about <em>Client ID</em> being missing, we are taking care of that in a sec) <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-9.png" alt="" width="322" height="530" /> A couple of things to pay attention to here: <ul> <li>Enter <em>Client ID</em> you copied from PayPal (remember use Sandbox one and only switch to Live when ready).</li> <li>Select your <em>Amount</em> column, this is the value we will be passing to PayPal for payment.</li> <li>Optionally, select a different currency.</li> <li>Select our <em>Invoice ID</em> column to store the invoice ID. This column doesn't need to appear on the form, but is required to know that a payment has been made.</li> <li>By default payment will save and close the form, you may want to disable that in some cases, for now, leave it as it is.</li> </ul> Now, let's add permission rules to make the form read-only when it's already paid. I'm adding the rules directly to the container control that holds all the other controls and columns, this way I only need to do it once: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-12.png" alt="" width="700" height="495" /> This is the <em>Write</em> rule, it specifically checks that the <em>Invoice ID</em> column is empty. <em>Read</em> rule is even simpler and has no conditions (<em>Write</em> rule is stronger, so <em>Read</em> only applies when <em>Write</em> is blocked by the condition). By default, the form is going to reside within your site. If you want external users to be able to use it, enable <em>External Form</em> functionality, then copy and share the URL. You can either let us host it or get the script snippet and host it on your own page. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-10.png" alt="" width="662" height="559" /> Note: in <em>External forms</em>, you probably want to remove the default value rule from <em>Ordered by</em>, so it won't show <em>SharePoint App</em> as default. Also, if you don't want the toolbar with <em>Save/Cancel</em> buttons to appear at the top, disable it: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210210-Payment-11.png" alt="" width="370" height="521" /> Publish your form and you're done! Test it with one of your test PayPal accounts, once ready to go live, replace the <em>Client ID</em> and re-publish.https://www.infowisesolutions.com/blog/integrating-online-payments-in-formsVladi GublerWednesday, February 10, 2021https://www.infowisesolutions.com/blog/integrating-online-payments-in-formsIntegration of Actions and FormsHi, <em>Ultimate Forms</em> components can be broadly divided into two categories: <ol> <li>Front-end components - visible to user, they help enter and view data. Forms, column types, Calendar, Print and Charts (and some others) belong to this category.</li> <li>Back-end components - execute business logic behind the scenes, configured by administrators and usually invisible to end users. Actions, Alerts, Import and Item ID are some of these components.</li> </ol> Back-end components are usually executed indirectly (although for most manual execution options are available as well). Triggers for execution can be various events (whenever an item is added, modified or deleted) and timer-based triggers (2 days before due date or every 15 minutes). As you can see, front-end and back-end components normally do not interact directly, but through changes in data: forms update the data and that triggers some back-end execution. In some scenarios however we do want to trigger actions directly from the form, without relying on events. For example, some event types do not exist in SharePoint list, such as the common requirement of logging when users view an item. Another reason could be that the list undergoes frequent massive automatic updates, that would cause the actions to be throttled when used with events. We now support triggering actions in two ways: <ol> <li>Via buttons - there is a new button type "Trigger action"</li> <li>Via form events (such as form opened/close and item added/modified)</li> </ol> I'm going to present an example of form-triggered action. We are going to increment a number column "Views" each time someone open the item in <em>Edit</em> or <em>Display</em> form. <ul> <li>Create a simple list and add a number column called <em>Views</em>.</li> <li>Click on <em>Design</em> from the toolbar of the list, then click on <em>Actions</em>.</li> <li>We are adding and <em>Update list item</em> action that is going to increment <em>Views</em> column value (Views + 1)<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210203-triggeraction-1.png" alt="" width="834" height="227" /></li> <li>Under <em>Action</em> settings we will enter <strong>Views = [Views]+1</strong>, this is our formula.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210203-triggeraction-2.png" alt="" width="709" height="524" /></li> <li>Under <em>General</em> settings make sure to uncheck all event types. We are going to be triggering this action from the form, so we don't want it to then trigger again through events.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210203-triggeraction-3.png" alt="" width="473" height="260" /></li> <li>Once we've created our action, let's design our form. Click on <em>Form Designer</em> and create a form similar to this:<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210203-triggeraction-4.png" alt="" width="669" height="361" /></li> <li>We will set permissions on <em>Views</em> column to make it hidden in <em>New</em> form and read-only in <em>Edit</em> and <em>Display</em> forms, as we don't want users to modify its value directly.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210203-triggeraction-5.png" alt="" width="698" height="510" /></li> <li>Now, click on <em>Actions</em> button on the top toolbar.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210203-triggeraction-6.png" alt="" width="748" height="470" /></li> <li>Here select our action under <em>Form is opened</em> event. Note that you can of course use <em>Form is closed</em> as well, but note that it will not execute the user simply closed the browser or navigates to another page without using buttons.</li> <li>Publish the form and create our first test item in the list.&nbsp;</li> <li>Open the item for display a few times and see the <em>Views</em> counter updated (allow a few seconds for the action to run, it is not immediate).<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210203-triggeraction-7.png" alt="" width="492" height="174" /></li> </ul> I'm sure you will find this new feature useful for various scenarios you are implementing using <em>Ultimate Forms</em>!https://www.infowisesolutions.com/blog/integration-of-actions-and-formsVladi GublerWednesday, February 3, 2021https://www.infowisesolutions.com/blog/integration-of-actions-and-formsImporting SMS text messages into SharePointHi, <em>Import</em> component of <em>Ultimate Forms</em> allows you to set up an automated, background import process of data from a variety of external data sources into SharePoint. We support emails, various databases and Excel files, REST and SOAP web services and even text files. The process runs automatically in the background, looking for new and updated items and then using that data to create and/or update list items and documents in SharePoint. More and more of our customers are incorporating SMS text messages into their business processes. It's a fast and reliable way of sending notifications and information to employees, customers and vendors. One of the recommended ways of incorporating SMS messaging is using <a href="https://www.twilio.com/" target="_blank" rel="noopener">Twilio</a>, the world leader in SMS intergration. With their ease-to-use API, the integration is simple and fast. I already <a href="https://www.infowisesolutions.com/blog/comments.aspx?id=252" target="_blank" rel="noopener">blogged in the past</a> on how to use our <em>Actions</em> to send SMS messages through Twilio. Now we are announcing a new feature, the ability to use <em>Import</em> to import messages sent and/or received via Twilio. You can now integrate incoming text messages in your business solutions, for instance, implement approvals via text messages. Let me guide you through the integration steps. In this scenario we are simply going to import all messages from Twilio, incoming and outgoing. But of course, you can set it up in a much more sophisticated ways. <ol> <li>First, let's create a list in SharePoint where we are going to store the messages. I'm using a simple generic list with the following columns: <ol> <li><em>Body</em> - this is the built-in Title column, I simply renamed it.</li> <li><em>From</em> - single line of text, I will store the sender phone number here.</li> <li><em>To</em> - single line of text, I will store the recipient phone number here.</li> <li><em>Date Sent</em> - date/time, I will store the date/time message was sent.</li> <li><em>Direction</em> - single line of text, I will store the message direction here (incoming or outgoing).</li> <li><em>Status</em> - single line of text, I will store the message status here (success or error).</li> </ol> </li> <li>You don't have to use an exact same list structure. <em>Import</em> allows flexible mapping of data as you will see later.</li> <li>Sign into Twilio. If you don't have an account yet, create one.</li> <li>Go to <em>Settings</em> and scroll down to <em>API Credentials</em> section. You are going to use <em>Account SID</em> and <em>Auth token</em>.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210108Twilio2.png" alt="" width="833" height="314" /></li> <li>Return to your SharePoint list and click on <em>Design</em> to enter <em>Ultimate Forms.</em></li> <li>Click on <em>Import</em> under <em>Import and export</em></li> <li>Click on <em>Add new profile</em><br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210108Twilio1.png" alt="" width="920" height="666" /></li> <li>Enter profile title of your choosing.</li> <li>Start date value controls which messages will be imported. To be imported, message has to be received after this date. By default, the value is set to the current date/time. If you want your profile to import past messages, change the date to be earlier than the first message you want to import.</li> <li>Polling frequency controls how often the profile will automatically log into Twilio to search for new messages. The default is 15 min, but you can change it to any other interval, as well as <em>None</em>, which means the profile has to be executed manually. You can also contact us to sign up for <em>High frequency polling</em> option, a premium feature that sets the interval to 2 minutes.</li> <li>Switch to <em>Data provider</em> tab.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210108Twilio3.png" alt="" width="906" height="575" /></li> <li>Switch <em>Type</em> from <em>Email</em> to <em>Application</em>, then choose <em>Twilio</em> under <em>Application type</em>.</li> <li>Enter your <em>Account SID</em> and<em> Auth token</em> you copied from Twilio.</li> <li>You can limit the import to message only sent or received from a specific phone number. I'm leaving this field empty.</li> <li><em>Update date column</em> controls what property we use to check the date on the item and only import new items during each run. We are leaving the default value here.</li> <li>Switch to <em>Actions</em> tab.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210108Twilio4.png" alt="" width="905" height="724" /></li> <li><em>Actions</em> specify what we do with the messages that are being imported. You can use actions to create and/or update list items in SharePoint using the data from the imported messages.</li> <li>Create a new <em>Create list item / document</em> action, give it a title of your choosing.</li> <li>Map columns in the message to the columns in the list. In my case, I'm simply doing a direct one-to-one mapping. You can use our <em>Value Builder</em> to use expressions and functions to manipulate the values.</li> <li>Save the action, then save the profile.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210108Twilio5.png" alt="" width="746" height="195" /></li> <li>If needed, send or receive message in Twilio to ensure there is something to import.</li> <li>Wait for the profile to run automatically or click on <em>Run now</em>.</li> <li>You can open <em>Import history</em> to view the execution steps of the run.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210108Twilio6.png" alt="" width="757" height="390" /></li> <li>Once the profile is completed, go back to your list, you should now be able to see the newly imported items.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210108Twilio7.png" alt="" width="766" height="368" /></li> </ol> As you can see, it's a simple and straightforward process! You can add your own conditions, functions and mapping to ensure it integrates into your business logic. You can also add <em>Alerts</em> and <em>Actions</em> to trigger additional steps. Have fun exploring the possibilities!https://www.infowisesolutions.com/blog/importing-sms-text-messages-into-sharepointVladi GublerFriday, January 8, 2021https://www.infowisesolutions.com/blog/importing-sms-text-messages-into-sharepointRating scale columns in formsHi, If you've used Survey lists in SharePoint, you are probably familiar with the nifty little column type called Rating Scale. A matrix of subquestions and numerical ratings, it allows you to quickly and easily provide feedback on various aspects of a question. For instance, you can rate the product you purchased based on Design, Reliability, Easy of use, etc. As you can see, it's very useful and can certainly serve you well not just for the purpose of surveys (which are way too specialized as list types go to be truly useful), but in a variety of applications. Unfortunately, the column type is only available in surveys. Today we are adding support for this column type in our Modern forms. We are also adding the ability to create and modify such columns directly from Form Designer in any type of list, so you can leverage this incredible functionality in all types of solutions you build.&nbsp; Let me guide you through the process of utilizing the column type. <ul> <li>Go to your list and click <em>Design</em> in the toolbar to open <em>Ultimate Forms</em>.</li> <li>Click on <em>Form Designer</em> under <em>Modern forms</em> section.</li> <li>In the left pane, under <em>Columns</em>, click on <em>New column.</em></li> <li>Choose <em>Rating scale</em> under <em>Type</em></li> <li>Enter your designer questions, choose range and labels for left and right sides of the scale<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210106-RatingScale1.png" alt="" width="648" height="689" /></li> <li>You can also specify if you want to include N/A (not applicable) option and/or make your column required.</li> <li>Save your column and drag it to the form.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210106-RatingScale2.png" alt="" width="746" height="476" /></li> <li>Publish your form, go to the list (you can click on the list title in the top left corner of Form Designer) and click on New to add a new item.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210106-RatingScale3.png" alt="" width="762" height="372" /></li> <li>Save your item. You can now click on it to display it as well. Note that the columns are now read-only.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20210106-RatingScale4.png" alt="" width="757" height="443" /></li> </ul> Super easy! I hope you will find this column useful! NOTE: the column can be used in our Modern forms only. The column cannot be used in list views, it will appear blank there. We are currently working on adding support for the column type in the rest of our Ultimate Forms components, such as Print and Alerts.https://www.infowisesolutions.com/blog/rating-scale-columns-in-formsVladi GublerWednesday, January 6, 2021https://www.infowisesolutions.com/blog/rating-scale-columns-in-formsUse buttons to navigate tabsHi, In some cases, you want to create a form where the user is guided through the process, step-by-step. Especially in complex forms, it is easier and more user-friendly to logically divide the columns by category into tabs or accordion panels, without overwhelming with the sheer number of columns you might need. Additionally, you might only want to show some columns when specific values were entered in other columns, completely hiding irrelevant columns using dynamic permissions. Although both <em>Tabs</em> and <em>Accordion</em> control were made available in Modern forms from the very beginning, there wasn't way to navigate between the different tabs using <em>Previous/Next</em> buttons. You could click on the tab header to switch to that tab, but you could not require a particular order of progression, users could jump between tabs as they saw fit. Of course, it's perfectly fine for some cases, but it's also sometimes desirable to enforce more strict order. We are releasing a new feature, which allows you to add navigation buttons, as well as force navigation only through the buttons in one or more form types. This feature is avaible for both <em>Tabs</em> and <em>Accordion</em> with <em>Collapsible</em> setting activated (meaning only one tab is allowed to be open, opening another tab collapses the currently selected one). <ol> <li>Open your form in <em>Form Designer.</em></li> <li>Click on your existing <em>Tabs</em> control or add a new one.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201231TabButton1.png" alt="" width="547" height="337" /></li> <li>In the property pane on the right, enable navigation through buttons.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201231TabButton2.png" alt="" /></li> <li>You can also choose to force users to only use buttons for navigation in one or more forms.</li> <li><em>Button Bar</em> will be added below your tabs. By default, it contains <em>Previous</em>, <em>Next</em> and <em>Save</em> button.&nbsp;</li> <li>You can rename the buttons, control their style, provide translations into additional language. At run-time, the form will automatically display only the buttons relevant for the current tab (for example, Previous button is not displayed on the first tab). For advanced scenarios you can switch <em>Button Bar</em> into <em>Custom</em> mode to add/remove additional buttons. Note that in <em>Custom</em> mode only <em>Previous</em>/<em>Next</em> buttons are conditionally shown based on the current tab.</li> <li>Publish your form.</li> <li>Go to your list and create an item.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201231TabButton3.png" alt="" /></li> <li>You will see that tab headers are no longer clickable and <em>Next</em> button is displayed on the first tab. Start filling out your form, clicking <em>Next</em> when done with a tab.</li> <li>When you rich the last tab, <em>Save</em> button will be also displayed.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201231TabButton4.png" alt="" width="487" height="325" /></li> </ol> As you can see, it is very easy to implement this exciting new feature and we hope it will help you do more with your forms!https://www.infowisesolutions.com/blog/use-buttons-to-navigate-tabsVladi GublerThursday, December 31, 2020https://www.infowisesolutions.com/blog/use-buttons-to-navigate-tabsTop Automation Trends To Watch In 2021<h1>Automation Trends To Watch In 2021</h1> The COVID-19 pandemic made everyone question their business models. A majority of organizations weren&rsquo;t equipped to face the challenges brought on by the pandemic, such as remote working. However, with time, businesses started to control the situation by leveraging automation technologies, artificial intelligence, and machine learning tools. As a result, we see the following automation trends around the world. <h2>Hyperautomation to Become Inevitable in the Market</h2> For the past couple of years, Hyperautomation has been gaining a lot of attention. It is an advanced type of automation that completes processes and tasks at increased speed, with fewer errors, and it does so by combining <a title="Infowise Automation Tools " href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener">automation tools</a> with several packaged software and machine learning applications. Based on the current data, we predict that automation's scope will shift towards automating knowledge work from rigid and static rule-based distinct transactions and tasks. However, this will require a new automation strategy focused on digital process optimization from IT infrastructure using customer-facing applications. Hyperautomation brings integration, management, monitoring, and DevOps together on the same page allowing a full life-cycle of automated processes and enables businesses to automate end-to-end workflows managing complex support across different platforms. <h2>Hybrid Digital Infrastructure Management</h2> The practice of assessing and monitoring all the IT infrastructure, including networks, servers, and storage within an organization, is called Hybrid Digital Infrastructure Management (HDIM). As IT systems are becoming increasingly complex, a platform that allows the management of workloads, resources, and processes across distributed and diverse environments is becoming integral for IT teams. By the end of next year, around 20% of enterprises will use HDIM systems to some extent for optimizing workload over the edge, on-premises, and cloud environments. <h2>Acceleration of Collaborative Automation</h2> The collaboration between humans and robots at the workplace is inevitable in the future, and in 2021, we&rsquo;ll see a rise in collaborative automation. Humans will work together with automation technologies, computers, and software. Artificial Intelligence (AI) has already become a part of our daily lives, and unlike the concerns of some people, it is not here to take over humans. Sure, intelligent automation has the potential to replace humans, but that&rsquo;s not the intent of it; it is supposed to improve the way humans work. So in this context, companies will implement the highest levels of automation technologies to perform repetitive work and menial tasks to free up employees to focus on more integral tasks. <h2>Heightened Adoption of Automation</h2> Due to the alleged human replacement factor, automation wasn&rsquo;t the priority of the leaders. Due to the COVID outbreak, however, things have changed. Business and leaders are now more inclined towards integrating automation technologies to prevent the business processes from collapsing. Due to disrupted business workflows and the cash crunch it creates, companies worldwide are laying off employees in large numbers. To prevent further damage, businesses are turning towards automation tools and process automation to ensure business continuity. A more hostile demand for automating the business process will erupt in 2021 as countries and organizations grappling from an economic downturn are looking for a solution to alleviate themselves from this uncertainty. <h2>Democratization of Automation</h2> Automation technologies like robotic process automation (RPA), machine learning (ML), and artificial intelligence (AI) were already becoming important, but due to the pandemic, they became essential. In 2021, we&rsquo;ll see the digital transformation at its peak as the concept of democratization of automation is becoming a reality. Effective automation strategies need extensive human support and participation, so with democratization, companies will be able to empower non-tech users and automate mundane tasks. Every new approach has its own set of challenges, and automation&rsquo;s democratization is no exception. Businesses, however, can address these challenges by developing and implementing a systematic automation strategy. <h2>Automation Fragmentation</h2> The automation market is becoming increasingly fragmented due to the escalating numbers of vendors providing automation solutions. Although this provides a broader choice for the people, it also creates challenges for choosing the right automation tools. This creates more frustration and confusion for businesses seeking to improve their automation coverage or invest in new tools. So it is indispensable for businesses to implement a bulletproof automation strategy to navigate this challenge and choose the right automation tools according to their business needs. <h2>The Arrival of Intelligent Process Automation (IPA)</h2> Businesses were already benefiting from artificial intelligence (AI) capabilities, but in 2021, they&rsquo;ll experience the full benefits. Using AI, this new capability will significantly patch the robotic process automation (RPA) called Intelligent Process Automation (IPA). Which is a collection of different technologies that work collaboratively to automate, integrate, and manage digital processes. It also combines fundamental process redesign and machine learning with RPA, enabling it to improve and learn over time. In 2021, the RPA adoption will grow significantly, and the IPA market will become even more viable. According to estimates, in a short span of five years, IPA investments and investments in other similar automation technologies will reach $232 billion, and a large scale adoption is expected across several industries. <h2>New AI-Influenced Robotics Applications</h2> AI-based solutions were already making headway into manufacturing and automation. In 2021, AI will significantly reduce failure and mechanical issues by analyzing data and sniffing out patterns using advanced sensor technology and more connected systems. The analyzed data will serve as fuel for predictive applications that use AI to detect patterns and direct a robot about required maintenance. Such applications can automatically alert and guide engineers about the steps they need to take to repair a piece of equipment before breaking down, saving businesses from costly downtime. <h2>Growth of Cloud Automation</h2> Process automation may seem like it&rsquo;s only about technology, but it is actually more about digital transformation strategy. Organizations moving towards cloud-based data centers for data management can use cloud automation as it is the best choice for them. Organizations can enhance employee experience by easily accessing the data from cloud infrastructures using a cloud automation system. Cloud automation requires specialized tools and expertise as it is not built directly into the cloud. This automation technology is publically available from vendors including Azure, AWS, etc.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Automation-using-Infowise-2021.png" alt="Infowise automation tools 30 day free trials" width="700" height="467" /> <h2>Infowise </h2> Infowise has been providing automated business solutions for almost two decades. These solutions are easy to deploy; they require minimal training and can be customized and up-scaled according to your business needs. With Infowise, you can create your own customized solutions without writing a single line of code all through your web browser. You can automate multiple business processes, including task assignment, list generation, form creation, alerts, calendars, etc. To learn more about our business processes and workflow automation solutions, <a href="https://www.infowisesolutions.com/ultimate_forms">download the free trial or request a free demo.</a> &nbsp;https://www.infowisesolutions.com/blog/top-automation-trends-to-watch-in-2021Amir ShingrayWednesday, December 30, 2020https://www.infowisesolutions.com/blog/top-automation-trends-to-watch-in-2021Control current form tab via rulesHi, <em>Tabs</em> and <em>Accordion</em> controls are extremely helpful when you build complex forms. By separating multiple columns into different tabs, you can create forms that are smaller, easier to navigate and clearer, while still collecting all the information you need. Tabs have another, equally important purpose. By assigning different permissions to tabs, you can designate each tab as a stage of your business process, hiding and locking tabs based on the current user's identity, type of form and column-based conditions. For example, you can place all the approval related columns on the Approval tab and only allow managers edit columns on that tab and that only when the status of the form indicates that is it being submitted for approval. In some cases, you want the form to open with a certain tab being active (such as the Approval tab for the manager) or maybe you want to switch the current tab dynamically, based on the values you enter. And now, you can! <ol> <li>Open your form in <em>Form Designer</em>. Add a <em>Tabs</em> control if you don't already have one. You can also use an <em>Accordion</em> control with <em>Collapsible</em> mode enabled. Add your columns to the tabs based on your business requirements.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201229TabRule1.png" alt="" /></li> <li>Make sure the <em>Tabs</em> control is selected (selected control has a blue border), click on it to select.</li> <li>In the right pane you will find <em>Rules</em> section.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201229TabRule2.png" alt="" width="370" height="178" /></li> <li>Add a new rule. In my case, I want the <em>Approvals</em> tab to be selected in <em>Edit</em> form when the <em>Approval</em> column value is N/a (not available).<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201229TabRule3.png" alt="" width="696" height="429" /><br />Note: rules are not really aware of tab names, as those might change. Instead, the rule sets the tab based on its position. If you change order of tabs, you need to update your rules.</li> <li>Save your rule and publish your form.</li> <li>Go to your list and open item, it should now open with the active tab set according to your rules.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201229TabRule4.png" alt="" width="707" height="502" /></li> </ol> This is another great and useful feature that helps you create amazing forms that your users will love!https://www.infowisesolutions.com/blog/control-current-form-tab-via-rulesVladi GublerTuesday, December 29, 2020https://www.infowisesolutions.com/blog/control-current-form-tab-via-rulesLearning Management System In SharePointA training plan and an efficient way to track training is the need of every organization that invests in their employee success. To effectively do that, you need a learning management system or LMS. Pre-made learning management can be effective for this; however, it may lack certain areas, including customizability. SharePoint, on the other hand, allows organizations to create a highly customized learning management system that acts as a central hub and provides the following features; <h2>Create and Manage Training Content</h2> SharePoint seamlessly integrates with Office 365 apps and productivity tools. So when you use it as a learning management system, you can easily create training content and lessons that include audio, image, or video right within SharePoint. SharePoint as an LMS also allows you to create libraries that include links to multimedia files and text documents. Meaning that you can even add content from other websites like YouTube or Google Scholar to improve your lessons and training materials. Trainers and teachers can also create and store bite-sized micro-learning modules like blogs, daily tips, job aids, podcasts, videos, etc. This allows trainees and students to refresh their knowledge once the training ends. Aside from allowing users to create training content that includes rich media, a SharePoint-based learning management system provides centralized storage where you can store the training material. You can link metadata to the content and leverage the powerful search feature to find the required content using keywords. Users can customize the basic list view in SharePoint. They can filter content, change the order, hide or show particular columns; this further helps them easily find the content they need. In a SharePoint LMS, teachers and trainers can also restrict access to teaching aids and test answers and prevent the students or trainees from viewing and modifying them. <h2>Manage Trainees and Trainers</h2> By using a SharePoint based learning management system, you can allow trainees to enroll automatically into a course according to their knowledge assessment and skills. According to their organizational unit, you can also assign training courses to employees, connect a discussion to a specific course, and enable automatic adjustment of training needs according to team changes, promotions, and transfers. SharePoint also offers several options to enhance file exchange and the interaction between users, including blogs, group sites, forums, discussion boards, wikis, chats, etc. As mentioned earlier, SharePoint also allows trainers to set up permissions regarding the content trainees can view, edit, and share. <h2>Make a Course Calendar</h2> The out-of-the-box SharePoint allows trainers and teachers to set up a calendar to schedule training and other relevant events, including exams, tests, and assignment deadlines. Trainers and trainees can also sync SharePoint with their Outlook to access the events market on the native Outlook calendar. They can also drag and drop events and reminders into the SharePoint calendar from the Outlook calendar and vice versa. Color coding allows users to differentiate between events from different calendars. The overlay feature of SharePoint allows trainers to combine their calendar with a group of trainees. This feature is beneficial as it allows trainees to see other events and courses and schedule and attend training accordingly. The overlay function is also effective for integrating the Exchange calendar on top of the SharePoint calendar view. <h2>Automate Notifications</h2> One of the best features of a SharePoint learning management system is that it allows users to set up automatic notifications. The notifications are sent via text messages or emails. They are triggered by changes in the e-learning content or events like finishing a topic, failing or passing a test, or enrolling in a course. SharePoint also allows users to preschedule notifications for deadlines, training, meetings, exams, etc. <h2>Enable Assessment</h2> With a learning management system based on SharePoint, teachers and trainers can assess the knowledge of students and trainees through simple tests. Using the list functionality, you can create yes or no or multiple-choice questions, score the training results, and designate either a pass or fail grade. You can even build dashboards according to the test results with just a single click. <h2>Enable External and Remote Training</h2> In a SharePoint learning management system, training coordinators can create a workflow that automatically enrolls employees into external training. Using SharePoint Online, trainees can take part in training regardless of their location. They can access and download training materials from their mobile devices and enjoy the same benefits as they would on a desktop system. The co-authoring feature of SharePoint allows users to collaborate on the same document and make changes simultaneously; those changes are reflected in the document in real-time. Once the training is complete, managers can create surveys to test employee knowledge and get employee feedback. <h2>Gamification, Certification, and Competency Management</h2> Trainers and teachers can grant badges and achievement points for things like passing an exam, completing a course, mastering a new skill, and generate leaderboards with employee scores. This gamification feature goes well with the social side of corporate life and can complement the company&rsquo;s recognition and reward policy. In a SharePoint LMS, trainers can automatically add certification tests to an employee to-do list using the workflows. Once the employee passes the test, they can add an e-certificate to the employee&rsquo;s profile. Trainers and teachers can easily catalog, search, and manage the skill sets of individual employees in a SharePoint based learning management system. Managers can build a database with employee skills and competencies and anticipate HR needs and efficiently manage recruitment by enabling search. <h2>Feedback, Analytics &amp; Reporting</h2> Trainees can assess the materials of finished courses in a SharePoint learning management system. They can provide feedback in real-time on the learning materials by implementing tags and ratings. The courses with the highest rating appear on top of the search results. SharePoint can also help track employees that underwent training, those who finished the courses on time, and more by automatically generating reports. It also allows organizations to track the course registration rate of a particular trainee, their engagement with course materials and content, progress, certifications, competencies, and generate interactive dashboards in real-time using the data. <a title="Build Training Management System" href="https://www.infowisesolutions.com/webinar/build-a-learning-management-system-in-sharepoint?search=73360" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Emloyee-Training.png" alt="Infowise Employee Training" width="700" height="467" /></a> <h2>Increase Your LMS&rsquo; Functionality With Infowise</h2> <a href="https://www.infowisesolutions.com/solutions">Infowise</a> designs and provides customized solutions for SharePoint and Office 365, and these solutions can significantly improve your SharePoint experience. You can easily integrate Infowise&rsquo;s solution into your SharePoint-based LMS and unlock features like enhanced forms, process automation, highly customized alerts, task assigning, automated list creations, list conversion and printing, design a shared calendar, and more. It is a no-code solution, which means that you can customize the solution according to your needs without writing a single line of code and all that through your web-browser. The solution is agile and can seamlessly integrate with your current business solutions. You can <a href="https://www.infowisesolutions.com/ultimate_forms">request a free demo or download a free trial</a> to learn more.https://www.infowisesolutions.com/blog/learning-management-system-in-sharepointAmir ShingrayThursday, December 24, 2020https://www.infowisesolutions.com/blog/learning-management-system-in-sharepoint4 Easy to Implement Process Automation<em>"Infowise's Ultimate Forms solution offers several advantages in addition to the SharePoint platform, either Online or On-Premises. Some of the key advantages of the solution are No-code...The benefits of Ultimate Forms solutions are endless and after 16 years of experience in SharePoint, we think we have found a tool worthy of our requirements."</em> <strong><em>&ndash; </em></strong><a href="https://goo.gl/maps/PkqDUe89MHisUUgB6"><strong><em>Infowise review by CANDI</em></strong></a> We discussed the basics of business process automation in our previous article, "<a title="Guide to effective process automation" href="https://www.infowisesolutions.com/blog/guide-to-an-effective-business-process-automation" target="_blank" rel="noopener">Guide to an Effective Business Process Automation</a>." This article is a follow up of that article and will tell you about 4 of the easiest to implement business process automation. <h2>Helpdesk</h2> <h2><iframe src="//www.youtube.com/embed/pFIiYOkWGMc" width="560" height="314" allowfullscreen="allowfullscreen" data-mce-fragment="1"></iframe></h2> <em>Infowise Help Desk Site Template</em> Help desks serve as a single point of contact for customers and end-users to get assistance regarding troubleshooting, problem-solving, and their questions. If you rely on manual workflows for the help desk, you may lose. <ul> <li>Time</li> <li>Energy</li> <li>Market reputation</li> <li>Projects and issues</li> <li>Fixes and knowledge</li> <li>User satisfaction, trust, and confidence</li> </ul> All these inefficiencies will ultimately cause financial damages to your company and damage your well-earned reputation. Automating the help desk will allow you to improve customer satisfaction by reducing response times, unlock accurate reporting by avoiding inconsistencies and human errors, easily keep customers and end-users informed by improving user communication, improve productivity by efficiently fulfilling the request and resolving incidents, and reduce the cost of higher turnover and improve staff satisfaction by automating repetitive, mundane tasks. Infowise provides <a href="https://www.infowisesolutions.com/solutions/help-desk">SharePoint based, no-code help desk solutions</a> that you can use to implement cost-effective workflow automation. The solution is self-installing and self-configuring and you can use it through your web browser. Here are a few features of the Infowise help desk solution. <ul> <li>Service representatives or end-users can enter service requests; end-users can also email service requests. End users can edit subsets of columns relevant to ticket creation and services representatives can set-up automated alerts to notify the support team about the new ticket.</li> <li>If a specific person is responsible for resolving the issue, you can set up a custom email that is automatically forwarded to the responsible person.</li> <li>After the support team receives a request, they can enter the resolution steps they need to take to fulfill the request. The support team can break down the process into a set of tasks and individually track the progress of each task. You can also assign different team members to each task and create different due dates.</li> <li>After resolving the issue, you can use the service requests to create a knowledge base (KB) articles. Infowise help desk solution allows you to generate new KB articles containing resolution steps with just a single click. If you want, you can edit the article's text separately from the ticket and use the ticket as a reference. You can also use keywords to reference requests and KB articles and view the popularity of each keyword and assign experts to them. You can also create a FAQ section for self-help.</li> </ul> <h2>Project Management</h2> <em><iframe src="//www.youtube.com/embed/rq3g_cQAtYc" width="560" height="314" allowfullscreen="allowfullscreen"></iframe><br /><br />Guide: Infowise Project Management &amp; Timesheet<br /></em> In project management, you use your skills, knowledge, techniques and tools to carry out activities to fulfill the requirements of a project and manual project management is like squeezing blood from a turnip. Manual project management is time-consuming, lacks security, and increases costs and errors. By automating project management with I<a href="https://www.infowisesolutions.com/solutions/project-management">nfowise SharePoint and Office 365 based project management solution</a>, you can manage cost and hour assignments, budgets, and health. You can also create a centralized location to manage all your projects, create and track issues and tasks. You also have the ability to track project status, the actual cost in reference to the budget, the time employees spend working on each project, all of which allow you to identify problems right away. The project management solution has the following modules. <ul> <li>Dashboards</li> <li>Customers</li> <li>Projects</li> <li>Tasks</li> <li>Work hours</li> <li>Reports</li> </ul> The best thing about the SharePoint project management solution is that you can scale and customize the solution according to your needs without any development costs since it is a SharePoint list based. You can also enhance the solution by adding <a href="https://www.infowisesolutions.com/solutions/product.aspx?ID=SmartPrintPro">Smart Print Pro</a> or <a href="https://www.infowisesolutions.com/solutions/product.aspx?ID=SmartAlertPro">Smart Alert Pro</a>. <h2>HR Onboarding<em><br /></em></h2> <h2><em><iframe src="//www.youtube.com/embed/HFt-9gAivsw?feature=emb_logo" width="560" height="314" allowfullscreen="allowfullscreen" data-mce-fragment="1"></iframe></em></h2> <em>Webinar: Build a Dynamic SharePoint Onboarding System</em> Introducing new employees into your organization through onboarding is important as it helps introduce them to understand their job requirements and new position. The manual onboarding of new employees is inefficient and challenging. It lacks accuracy, affects employee retention, damages your reputation, and increases costs. With Infowise <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, you can create a user-friendly &ndash; interactive SharePoint site that supports advanced HR processes and helps manage the onboarding process more efficiently. By automating the onboarding process, you can enhance employee retention, significantly minimize costs, improve productivity, increase ROI, and protect your reputation. <h2>Approval System</h2> <em><iframe src="//www.youtube.com/embed/2j79lSUc6ys?feature=emb_logo" width="560" height="314" allowfullscreen="allowfullscreen"></iframe></em> <em>Webinar: Build your own SharePoint Document Approval System</em> Manual approval systems are extremely tedious and can waste a lot of your time and as a result of poor document management, you may miss delivery of goods, payments and bear the damages of a non-uniform approval process. Manual document approval systems may cause compliance issues since they are less transparent and may keep employees in the dark about the processes. With Infowise <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, you can build an efficient document approval process that works according to your needs. You can define your own system and make it work exactly the way you want. With an automated document approval system, you can reduce errors, increase security, assign authority, digitally sign documents, set-up alerts, maintain records, create a centralized document library and more. <h2>Takeaway</h2> SharePoint and Office 365 based solutions help businesses to automate their workflows, increase productivity, reduce errors, and eliminate inconsistencies in a cost-effective manner. With Infowise, you can further enhance your Office 365 and SharePoint experience.https://www.infowisesolutions.com/blog/4-easy-to-implement-process-automationAmir ShingrayThursday, November 19, 2020https://www.infowisesolutions.com/blog/4-easy-to-implement-process-automationGuide to an Effective Business Process Automation<h1>Guide to an Effective Business Process Automation</h1> Businesses are pursuing process automation more actively due to increasing competition and digital transformation in the age of industry 4.0. If you are also considering business process automation and want to know more about it, then here&rsquo;s your guide to an effective business process automation. <h2>What is Process Automation?</h2> Business Process Automation is the use of technology to automate repetitive tasks and streamline systems and personnel workflows. Process automation results in huge productivity gains and can cut operating costs by 90%. BPA goes beyond traditional data and document management and includes advanced systems and solutions that integrate all your business solutions. Automation software enables organizations to get one step closer to digital transformation and maintain control over multiple factors, including customer service, sales, analytics, standardization, development automation, and planning. Business process automation targets complicated information technology tasks like network issue troubleshooting and system user management and email marketing services. Automation software supports your team&rsquo;s knowledge and reduces operational costs by providing valuable insights and freeing your employees to focus on more crucial tasks. Due to the enhanced customer service with no human errors, your clients will be happier with your assistance. Even though automation software is a program, it can still improve human interaction and decision making by providing real-time transparency. There are four main types of automation, each more complex than the previous one. <h3>Basic Automation</h3> Basic automation streamlines simple jobs within your organization and provides a central location for information, data, and document storage. For instance, using a centralized platform for sharing messages or information on a particular topic within a group enables transparency and increases visibility, which isn&rsquo;t possible in email communication. <h3>Process Automation</h3> Process automation software stores and manages your business processes to enable transparency and consistency&mdash;dedicated apps and software control process automation, and it is significantly more robust than basic automation. <h3>Integration Automation</h3> Integration automation is more complex than process automation and leverages machine learning to observe the tasks humans perform and replicate them. Humans define the rules for integration automation. For instance, you can integrate process automation systems with your customer service software, which will allow you to create an automatically process-able customer support checklist for each complaint and assign personnel whenever necessary. <h3>Artificial Intelligence (AI) Automation</h3> AI-based process automation systems allow your tech to make decisions similar to humans. AI automation uses data to make decisions after constantly processing and analyzing. AI-based automation is highly beneficial for small and large corporations and can reduce supply chain forecasting errors. <h2>Best Practices of Business Process Automation</h2> Only signing up for an advanced business process automation software may not lead to success. Instead, you need to take a practical and thorough approach to automate your business process and workflows effectively. Here are a few best practices of business process automation software implementation. <ul> <li>Gain a clear understanding of the tasks you need to automate, who will take responsibility, and when each task will execute.</li> <li>Ensure that you clearly define your business process automation goals as it enables you to save a substantial amount of time in course correction.</li> <li>Implement a phase-wise approach to measure results. Several organizations feel disappointed when they don&rsquo;t see improved progress overnight.</li> <li>Remember that your employees may take a few days to adjust to the new system, so be sure to provide adequate employee training.</li> <li>Leverage 3<sup>rd</sup> party solutions wherever you can.</li> <li>Take on a long-term approach to experiencing a good ROI.</li> </ul> <h2>Determining the Business Processes for Automation</h2> You can automate all your business processes, but if you are starting your digital transformation journey, the best thing to do is to determine the areas requiring automation more than the others. To determine the business processes for automation, look for the following factors. <ul> <li>Higher task volume</li> <li>Time-sensitive tasks</li> <li>Frequent audit trials and need for compliance</li> <li>Several team members executing a single task</li> <li>Significant impact on other systems and processes</li> </ul> If you see any of the factors mentioned above in your business processes, consider automating them. Most common processes that business automate include; <ul> <li>Payroll</li> <li>Invoicing</li> <li>Collections</li> <li>Sales orders</li> <li>Procurement</li> <li>Lead nurturing</li> <li>Product launches</li> <li>Helpdesk support</li> <li>Call center processes</li> <li>Backup and restoration</li> <li>Employee leave requests</li> <li>Push notifications and emails</li> <li>Time and attendance tracking</li> <li>Making customer case studies</li> <li>Data migration and aggregation</li> </ul> <h2>Benefits of Business Process Automation Software</h2> Business process automation software ultimately allows you to increase efficiency and unlock business growth. A majority of business process automation focuses on continuous process improvement, which enables increased efficiency levels. After automating business processes, you will see the following benefits. <ul> <li>Cloud-based automation software stores your data at a central location, enabling productivity boost due to enhanced access. This allows you and your team to access data from any device and location.</li> <li>Automation software helps make your business processes more transparent. The software allows you to monitor and track processes as they are running and improve visibility and accountability.</li> <li>Could-based automation software allows you to monitor workflows and processes on the go, find errors, and fix them as soon as you find them. You can also gain valuable insights with performance reports and take necessary measures to prevent recurring errors.</li> <li>Automation software means fewer manual interventions, and from a long-term viewpoint, you will start noticing faster turnaround times and reduced costs.</li> <li>Business process automation allows you to enhance workforce allocation as the automation software will handle the repetitive manual tasks. You can free up your employees to cater to more crucial tasks that require human judgment and effort.</li> </ul> <h2>Takeaway</h2> Business process automation is for businesses looking to cut costs and gain a competitive edge. When automating business processes, the only thing to remember is that you have to choose the right automation software and choose the appropriate process to apply the software. Infowise provides <a href="https://www.infowisesolutions.com/solutions">business solutions with automation capabilities</a>. These solutions are SharePoint and Office 365 based and cover everything from Helpdesk, Leave Management Systems, to Vehicle and Facility Reservation Systems.https://www.infowisesolutions.com/blog/guide-to-an-effective-business-process-automationAmir ShingraySaturday, November 14, 2020https://www.infowisesolutions.com/blog/guide-to-an-effective-business-process-automationMicrosoft 365 and SharePoint for Accelerated Lean Manufacturing<span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Lean manufacturing is essential for manufacturers seeking to gain a competitive advantage. The methodology focuses on reducing waste while simultaneously increasing productivity within the manufacturing system. There are five main lean manufacturing principles: defining value, creating value stream, creating flow, establishing pull, and pursuing perfection. To implement these principles in the modern era, manufacturers must leverage advanced technology solutions, including Microsoft 365 and Microsoft SharePoint. These tools allow manufacturers to enable business process automation, enhance the user experience, ensure security and compliance, increase productivity, and enable real-time communication and collaboration. Let's take a look at how Microsoft 365 and SharePoint accelerates lean manufacturing.<br /></span> <h2>Quickly Find Manuals and Documents<br /><br /></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Quickly finding required information is the biggest challenge a majority of manufacturers face when implementing lean manufacturing principles. This may not seem like a big issue but let me paint a picture for you. Suppose a single component of your product line malfunctions and forces you to stop production, and you need to find the documentation to fix the machine. The longer it takes you to find the manual, the longer your production will remain at a halt; this will cause financial damage. Since the suspension is unnecessary or wasteful, it goes against the lean manufacturing principles.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft 365 and Microsoft SharePoint both have a powerful and advanced search feature that simplifies the search process and allows you to quickly find the manuals and documents you need. With metadata and filters, your manufacturing team can save crucial time to find the necessary documents within seconds.&nbsp;</span> <h2>Enable Real-Time Communication and Collaboration<br /><br /></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A vast majority of employees in a factory work on their feet instead of sitting at their desks, so they don't get a chance to check and respond to the thousands of emails they get. They may check their email at the beginning of their shift, respond, and then check their emails the next day; this results in a communication lapse that goes against the lean manufacturing principles.<br />With Microsoft Office 365 apps like SharePoint, Microsoft Teams, Power BI, Dynamics 365, you can enable real-time communication and communication. Since Microsoft Office is mobile-friendly, your manufacturing team can communicate and collaborate regardless of their location using their mobile phones. Managers can use SharePoint to broadcast news, employees can use Microsoft Teams to chat in groups (teams), stakeholders can use Dynamics 365 to follow processes, and managers can use Power BI to generate reports in real-time. Apart from efficient communication and collaboration, managers can leverage Office 365 apps to assign tasks; this results in a significant increase in productivity and a decrease in waste.<br /></span> <h2>Collect Ideas for Improvements<br /><br /></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Continuously improving the system to achieve perfection is one of the most critical components of lean manufacturing. It is impossible without collecting waste reduction ideas from employees working on the factory floor. Microsoft 365 and SharePoint can help managers to gather ideas from their team. For instance, if an employee notices small metal shavings getting swept up and thrown in the trash, they can recommend measures to prevent it from happening again and suggest reusing the metal using a SharePoint forum. With Microsoft Teams, managers can set up a group where team members can share ideas, and with mobile support, they can share it as soon as they think of it. Managers can also set up a forum on SharePoint where team members can submit ideas. To moderate ideas before adding them to the final list, managers can use Dynamics 365 to create a flow. This also increases the visibility of ideas, allowing team members to polish each other's ideas to increase productivity and eliminate waste. Managers can use Microsoft Flow to automate routing; they can easily send ideas to people who need to see, review progress, and provide feedback.</span> <h2>Automate Business Processes to Cut Waste<br /><br /></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Automation is the essence of lean manufacturing, and without it, manufacturers can't cut waste effectively. Microsoft SharePoint and Microsoft Office 365 enable business process automation most cost-effectively. Manufacturers can automate data collection in SharePoint lists, Power Apps to create customized Mobile Apps, Microsoft Flow to create and automate workflows, etc. Several other Microsoft tools allow managers to automate business processes to improve productivity without compromising on quality.</span> <h2>Ensure Security and Compliance to Avoid Pitfalls<br /><br /></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Manufacturers have to comply with federal, state, and local regulations to operate; otherwise, they may face legal action. Failure to comply with rules may require you to stop production, which goes against the lean manufacturing principles. With Microsoft SharePoint and Microsoft Office, 365 manufacturers can follow all the necessary regulations. This allows manufacturing to continue seamlessly and helps you implement lean manufacturing principles. Microsoft Office 365 and all the other apps have some of the world's best security, so manufacturers don't have to worry about security lapses. Microsoft also provides easy access to the tools and data you need to ensure your organization's compliance via&nbsp;</span><a class="editor-rtfLink" style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://docs.microsoft.com/en-us/microsoft-365/compliance/microsoft-365-compliance-center?view=o365-worldwide" target="_blank" rel="noopener"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft 365 compliance center</span></a><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">.<br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Process-Automation-Tools-SharePoint-1-2.jpg" alt="Infowise process automation" width="700" /><br /></span> <h2>Accelerate Lean Processes with Infowise<br /><br /></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">By integrating&nbsp;</span><a class="editor-rtfLink" style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/solutions" target="_blank" rel="noopener"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise ULTIMATEforms</span></a><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;into your Microsoft Office 365 and SharePoint, you can enable business process automation and workflow creation. The solution is designed to support lean manufacturing as it is easy to deploy and can be customized according to your organizational needs. The best feature of ULTIMATEforms is that you don't have to write a single line of code, and you can do everything you need via your web browser. You can enhance forms, automate processes, set-up customized alerts, assign tasks, automate list creations, convert and print SharePoint lists, design a shared calendar, and more. You can&nbsp;</span><a class="editor-rtfLink" style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">request a free demo or download a free trial</span></a><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;to learn more about the solution.</span>https://www.infowisesolutions.com/blog/microsoft-365-and-sharepoint-for-accelerated-lean-manufacturingAmir ShingrayTuesday, November 10, 2020https://www.infowisesolutions.com/blog/microsoft-365-and-sharepoint-for-accelerated-lean-manufacturingMultilingual SharePoint forms made easyHi, More great news for Modern forms user in our Ultimate Forms! You can now provide translations to all the visual controls on the form, so it will load in the user's preferred language automatically. For instance, you have users in the US and in France. You want to collect information using the same form, but you want each user to have the best possible experience, with column names, headers and descriptions in the language they are most comfortable in. The following controls now offer translation capabilities: <ul> <li>Columns - if you are already using SharePoint's own column name translations, they will be respected, but you can also provide form-specific labels, in multiple languages, as well as translated descriptions. If you are using validation rules, the error message in the rule can be translated as well.</li> <li>Headers - header text itself, as well as callout (additional descriptions shown when you click on the info icon).</li> <li>Tabs and accordions - tabs names as well as callouts.</li> <li>Fragments - complete fragments can be translated.</li> </ul> Each translatable property will have a globe icon next to it, to provide access to the translations pop-up. The only exception is Fragments where the translation are built directly into the editor.&nbsp; Translations are optional, the default value will be used when no translations are specified or there is no translation available for the current user's language. Let me give you a little example. This is my simple form: <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201106-multi-1.png" alt="" width="623" height="292" /> I want to translate the header and the fragment below it. Once I click on the header, I can see the property pane on the right, allowing me to make my changes. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201106-multi-2.png" alt="" width="424" height="382" /> Click on the globe icon next to the Content field. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201106-multi-3.png" alt="" width="945" height="458" /> Here I can specify translations for the text. I don't need to provide English as that's my default and it will use the default value set directly in the pane. Once I'm done, I can take care of the fragment. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201106-multi-4.png" alt="" width="851" height="331" /> Here I simply switch the language at the top and provide my translation. All done? Just click on Publish and you're ready to go. NOTE: column values will not be automatically translated. Your site needs to have multilingual interface enabled in the site Language settings and the supported languages need to be specified.https://www.infowisesolutions.com/blog/multilingual-sharepoint-forms-made-easyVladi GublerFriday, November 6, 2020https://www.infowisesolutions.com/blog/multilingual-sharepoint-forms-made-easyRoadmap towards lean manufacturing in the digital ageLean manufacturing is more relevant today than it was a few years ago. The fourth industrial revolution or industry 4.0 uses digital technologies to improve the production flow (digital transformation) and as we all know, digital transformation and lean principles provide the same benefits; cost savings, eliminating waste and increasing value and productivity. This blog is going to show you the roadmap to implement lean manufacturing in the digital age. <h2>The Phases of Lean in the Digital Age</h2> Successful implementation of lean principles in industry 4.0 requires a structured approach. This approach may include the following three phases. <h3>Innovate</h3> The first phase of implementing lean manufacturing in the digital age requires innovation and to innovate; you need to determine your business needs and challenges. You must also determine the areas that can use improvement and the magnitude of support your existing digital technologies can provide for lean manufacturing. You'll have to develop a comprehensive assessment tool to identify improvement priorities and the current implementation stage. You also need to train a few key team members to use state of the art digital technologies used for implementing lean in the digital age. There are workshops where you can experience these digital technologies and learn how to improve your business processes. Here are a few innovations that can help you implement lean more efficiently in the digital age. <ul> <li>Using digital technologies to connect smart devices throughout the production system for easily sharing information and data.</li> <li>Leveraging augmented-reality (AR) and cloud technology for SOP compliance and improving operators' productivity.</li> <li>Using digital performance boards and real-time KPIs for accelerating response time and reducing cycle times.</li> <li>Integrating industrial 3D printing technology for in-house production of spare parts for the production system.</li> </ul> <h3>Pilot</h3> During the second phase, you need to come up with a pilot plan to apply the insights you gained during the first phase. Instead of full-scale deployment, it's best to test the waters first, choose a specific part of the production system and deploy a pilot there. The pilot must be a minimum viable solution that you can improve after gaining insights about its performance. This initial pilot allows you to showcase the opportunities for value creation (an integral part of lean principles) and validate your approach. Once the pilot starts performing optimally, you can deploy other enablers of lean in the digital age. <h3>Scale</h3> In the final phase, you carry out the full-scale deployment of digital technology and solutions in the production system that you tested and refined during the second phase. Since lean manufacturing focus on eliminating waste, the rollout should be carried out in a logical sequence that assures deployment and integration of the solutions without disrupting the production system. Constant tracking is a must during the final phase. <h2>Benefits of Using Digital Technologies for Lean Manufacturing</h2> <h3>Flexibility</h3> Every manufacturer wants flexible operations that allow them to use the same production system to manufacture multiple products, but without digital transformation, this isn't possible, at least not efficiently. Without digital technologies, you'd have to perform manual and time-consuming changeovers, which infringe upon the values of lean principles. Digital manufacturing, however, allows you to eliminate activities that don't add any value from the changeover and significantly reduce the change over time, providing unmatched flexibility. Industry 4.0 digital technologies like sensors and automation solutions can automatically distinguish different products that you make, load the required program, and line-up the tools without any human intervention. This frees up your team members to focus on tasks that add value for you and your customers. <h3>Productivity</h3> Equipment failure or breakdown can happen at any time and it reduces productivity and leads to high inventory levels. In a digital manufacturing environment where preventative or autonomous maintenance is implemented, the overall equipment effectiveness (OEE) is high, and equipment failure chances are low. In small factory settings, operators are responsible for carrying out minor DIY maintenance, which significantly reduces the equipment downtime. Industry 4.0, however, uses sensors to collect data and leverages machine learning techniques and advanced analytics algorithms to analyze that data. The data helps predict potential breakdowns before they occur and allows the stakeholders to carry out timely repairs. As a result, the company can save a significant amount of time and resources. Mobile-friendly solutions allow the maintenance team to access necessary information from remote locations, promoting continuous improvement and increasing the effectiveness of the implemented digital solutions. <h3>Speed</h3> Traditional lean manufacturing tools may be ineffective for increasing the number of product variants while reducing batch sizes. Manufacturers can remedy that ineffectiveness by leveraging digital technologies. Certain algorithms can help overcome challenges of product and production management in real-time. Furthermore, manufacturers can also accelerate and enhance continuous improvement efforts with real-time data. Data can also help you reduce response and reaction time if you have real-time monitoring in place. <h3>Quality</h3> Data and analytics can help manufacturers carry out self-inspections, leading to zero defects as it identifies the root cause of errors. Digital technologies of industry 4.0 provide unmatched tracking capabilities and reliable context data, which can significantly increase your products' quality.&nbsp; <h3>Safety</h3> One of the most important KPIs in lean manufacturing is safety. Digital technologies allow you to identify risk areas or areas for improvement by tracking near misses and incidents. Low-cost wireless sensors, an integral device in a smart factory, can help increase your factory's safety. You can even use virtual reality (VR) to train workers and prevent accidents that affect productivity. <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Process-Automation-Tools-SharePoint-1-2.jpg" alt="Infowise process automation" width="700" /> <h2>Infowise and Lean in the Digital Age</h2> Infowise has been providing automated business solutions for almost two decades and these solutions are more than capable of supporting lean in the digital age. The solutions are easy to deploy; they require minimal training and can be customized and up-scaled according to your business needs. With Infowise, you can create your own customized solutions without writing a single line of code all through your web browser. You can automate multiple business processes, including task assignment, list generation, form creation, alerts, calendars, etc. To learn more about our business processes and workflow automation solutions, <a href="https://www.infowisesolutions.com/ultimate_forms">download the free trial or request a free demo.</a> &nbsp;https://www.infowisesolutions.com/blog/roadmap-towards-lean-manufacturing-in-the-digital-ageAmir ShingrayThursday, October 22, 2020https://www.infowisesolutions.com/blog/roadmap-towards-lean-manufacturing-in-the-digital-ageProcess Automation is a Principle Tenet of Lean ManufacturingMany often disregard process automation when implementing lean manufacturing principles. They usually opt for automating the production line and forget the fact that eliminating waste requires process improvement throughout the production system. If you are also overlooking process automation when implementing lean manufacturing, then continue reading to find out the benefits you'll miss. <h2>What is Lean Manufacturing?</h2> Lean manufacturing is the methodology of reducing or eliminating waste while maintaining or increasing productivity. Your business processes become efficient and more effective when you apply lean manufacturing principles, and as a result, your business gains an edge over competitors. Lean manufacturing principles aren't limited to the manufacturing business; you can apply these principles to any business type. There are five major principles of lean manufacturing; <ul> <li>Identifying value</li> <li>Mapping value stream</li> <li>Creating flow</li> <li>Establishing pull</li> <li>Seeking perfection</li> </ul> <h2>What is Process Automation?</h2> Process automation or business process automation or digital transformation means using digital technology to automate complex business processes. It involves using software applications and reconstructing labor resources to benefit the production system, inventory, supply chain, management, administration, IT, sales, and marketing. Lean manufacturing principles are significantly less effective because process automation is absolutely singular when it comes to eliminating waste and reducing cost. <h2>Benefits of Process Automation in Lean Manufacturing</h2> Implementing process automation in lean manufacturing provides the following benefits. <h3>Eliminating Waste Becomes Easier and Faster</h3> There's no match for process automation when it comes to eliminating waste. By properly setting up your process automation program along with an automated production system, you can eliminate waste and the amount of scrap you produce during the manufacturing process. Manual systems can't offer the same efficiency even if every single member of your team is highly skilled. Automation systems simultaneously perform multiple tasks, which are impossible in manual systems.&nbsp; <h3>Reduces Costs</h3> Process automation allows you to maintain or improve productivity while freeing up the workforce and reducing the number of resources required throughout the manufacturing process. An automated production system, along with an efficient automation system and skilled operators, is the best way to reduce costs and eliminate waste. <h3>Internet of Things (IoT)</h3> Manual systems require significant efforts to report the production status, but by linking your production system with an efficient business automation system, you can easily generate reports in real-time. The IoT that process automation provides frees you and your team to focus on more crucial work that increases customer satisfaction and efficiently take care of all the time consuming &ndash; repetitive tasks. <h3>Increases Worker Safety</h3> <a href="https://www.bls.gov/news.release/pdf/osh.pdf">According to the U.S. Bureau of Labor Statistics</a>, around 2.9 workplace injuries occurred in 2015. As we all know, workplace injuries are a nightmare, not just for the injured employee but also for the business. Implementing process automation can partially or completely eliminate the need for human intervention, making the workplace safer and significantly reducing the number of injuries. <h3>Maximizes Productivity</h3> Employee absences and leaves can negatively impact your overall productivity, and effectively managing the workforce can be a bit hard. But by implementing process automation, you can efficiently manage your workforce, streamline time-consuming and repetitive tasks, and eliminate overhead, all of which maximizes productivity. <h3>Improves Accuracy</h3> By automating your business processes, you can get a clear, complete, and accurate view of your workforce, which leads to reduced overheads and costs and an increase in productivity. With an efficient employee management system (EMS), you can easily automate attendance management to ensure compliance with federal, state, and local regulations, ensure internal policy compliance, etc. You can also generate real-time reports and compare productivity with labor-related expenditures, which also reduces waste and improves productivity. <h2>How to Implement Process Automation in Lean Manufacturing</h2> Implementing process automation for lean manufacturing can be tricky; however, you can avail of <a href="https://www.infowisesolutions.com/">a consulting company's services</a> that can tailor a solution specifically for your needs. The implementation usually includes the following steps. <h3>Review Business Processes</h3> The first step of implementing process automation for lean manufacturing is to review and identify business processes that aren't as efficient as they should be. Lean manufacturing goals are to reduce or eliminate waste, generate value for the customers, and improve productivity, so identify the process that isn't helping you achieve the goals mentioned above. Then you need to devise a plan to either automate (if integral) or eliminate those processes. Choose automation systems that are flexible and scalable; this will allow you to adapt to the weathering changes of the workflow easily. <h3>Identify Internal Talent</h3> Identifying capable team members within your facility is very important when it comes to implementing process automation, even if you are hiring external consultants. These team members can help you identify the business processes that require changes and act as a buffer for communication between you and your workers. Process automation is often met with resistance from the workers because they feel like they aren't valued and needed anymore. Still, when you have a spokesperson on the inside, then you can maintain an open line of communication and let the workforce know that they are valued and vital. <h3>Review Tools and Tech</h3> Process automation isn't about automating processes without onboarding the people who have to work with the automation solution. You need to choose the tools and tech your people are familiar with and can easily learn. Process automation is supposed to support your employees' work, so process improvement should be its main focus. Opt for the tools and tech that require minimal training and don't disrupt your business processes.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Process-Automation-Tools.png" alt="Infowise process automation tools" width="700" height="687" /> <h2>Process Automation with Infowise Solutions</h2> With almost two decades of experience, <a href="https://www.infowisesolutions.com">Infowise</a> is one of the industry-leading providers of process automation solutions. Our solutions are easy to learn and can deploy with minimum effort. Team members can learn how to use our solutions with minimum or no training. The best part about Infowise Solutions is that they are easy to scale and can be customized as per your needs using your web browser. Without writing a single line of code, you can automate multiple business processes, including task assignment, list generation, form creation, alerts, calendars, etc. To learn more about our business processes and workflow automation solutions, <a href="https://www.infowisesolutions.com/ultimate_forms">download the free trial or request a free demo.</a>https://www.infowisesolutions.com/blog/process-automation-is-a-principle-tenet-of-lean-manufacturingAmir ShingrayMonday, October 19, 2020https://www.infowisesolutions.com/blog/process-automation-is-a-principle-tenet-of-lean-manufacturingLean Manufacturing: Definition, Principles, and Benefits<p style="text-align: center;"><em>"These Infowise tools cover an enormously wide range of features... so many that even having used them for hundreds of clients over several years, I still learn new features every day. At the same time, they are easy to use and understand. The documentation on each tool's function is priceless... with such a far-reaching and detailed set of tools, without the great documentation provided in the application, I would struggle to remember every nuance. The support team at Infowise is always responsive and helpful. If you are looking for a powerful set of tools that is easy to use for all levels of users... you've found it... you won't be disappointed."</em> <p style="text-align: center;"><a href="https://appsource.microsoft.com/en-us/product/office/WA104380515?mktcmpid=AT_Productpage&amp;src=Website&amp;tab=Reviews"><em>&ndash; Eric Dickerson, SharePoint Consultant.</em></a> Lean manufacturing is the methodology of reducing waste without sacrificing the productivity of the manufacturing system. The principles of lean manufacturing are based on the Japanese efficiency model created by Taiichi Ohno, the father of the Toyota Production System, and continuously seek to reduce waste. Basically, lean manufacturing promotes system-wide efficiency by continuously improving the manufacturing system. What the customer would pay for a product or service defines the value, and by implementing lean management, you can identify, reduce or remove redundancies that don't add value. If one part of the value chain isn't as productive as the other parts, then the system's overall productivity can be reduced. That's why lean manufacturing principles promote equal productivity throughout the value chain instead of focusing on individual productivity. By implementing lean manufacturing principles, you can streamline the manufacturing process, from raw materials to finished products and gain a sustainable advantage over your competitors. Lean management helps build a well-adjusted manufacturing process with reduced waste and cycle times and increased customer satisfaction and quality. <h2>Principles of Lean Manufacturing</h2> There are five main principles of lean manufacturing. <h3>Identifying Value</h3> The first principle of lean manufacturing is value; customer's needs for a particular product defines the value. In order to define the value of a product, you'll have to ask questions like what important necessities or specifications must be met? What's the price point? What's the timeline for production and delivery? <h3>Mapping Value Stream</h3> After determining the end-goal or the value, you have to map the processes and steps required to turn raw materials into final deliverable products, which is also known as the value stream. Even though mapping the value stream is straightforward, it can reveal all the steps a service or a product takes through every process. These processes can be in design, procurement, manufacturing, delivery, customer service, administration, or HR. In this step, you map out your manufacturing process flow, identify redundancies and inefficiencies, and eliminate or reduce those redundancies and inefficiencies. This process is often called process re-engineering, and the goal of this step is to develop a better understanding of all business operations. <h3>Creating Flow</h3> After identifying and removing the waste from the value stream, you must make sure that the remaining phases flow efficiently without bottlenecks, interruptions, or delays. The goal is to make sure that the steps that create value occur seamlessly in a tight sequence so you can smoothly deliver your products or services. One of the biggest challenges of lean management is making an effort to become cross-functional across all departments and break down the silo mentality. However, studies show that this will result in massive efficiency and productivity gains that can sometimes go over 50%. <h3>Establishing Pull</h3> By improving the flow, you can significantly improve your time to market, which will make it easier for you to manufacture and deliver the required product in a timely fashion. This allows the customers to "pull" the product from you whenever they need it and eliminates the need for you to store and build materials and products in advance, create and manage extensive inventory. As a result, all parties, including you, your providers and your customers, save a significant amount of money. <h3>Seeking Perfection</h3> Once you apply the aforementioned principles of lean manufacturing, you must seek perfection by incorporating process improvement and lean thinking into your corporate culture. Always remember that lean management isn't a static system; it requires continuous effort and constant improvement to remain perfect. Some lean management experts suggest that a process doesn't become lean until it has gone through at least half a dozen value-stream mapping. <h2>Benefits of Lean Manufacturing</h2> Lean manufacturing provides the following benefits. <h3>Improved Product Quality</h3> By improving manufacturing or production efficiency, you can free up resources and employees to focus on quality control and innovation, both of which get compromised in an inefficient manufacturing process. <h3>Better Lead Times</h3> By streamlining the manufacturing processes, you can easily respond to fluctuating market variables and demand, which results in better lead times and fewer delays. <h3>Increased Profits</h3> By implementing lean manufacturing principles, you can reduce waste and increase productivity and quality, leading to increased profits.&nbsp; <h3>Sustainability</h3> Lean manufacturing helps reduce waste and increases adaptability, which enables your business to become more sustainable and thrive in the future. <h3>Employee Satisfaction</h3> Employees become unproductive when their work routine is bloated and full of repetitive and unnecessary work. By implementing lean manufacturing principles, you can bring employees out of the jam and boost productivity. <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/process-automation.png.jpg" alt="Infowise process automation tools" width="700" height="408" /> <h2>Infowise Automation Tools and Lean Manufacturing</h2> Infowise has been providing <a href="https://www.infowisesolutions.com/solutions">business processes and workflow automation solutions</a> for several years to companies around the world. Our solutions are designed for easy deployment and can be customized as per your needs through your web browser and don't require you to write a single line of code. With our solutions, you can automate processes, enhance forms, assign tasks, set-up alerts, automate list creations, design a shared calendar, covert and print SharePoint lists and more. You can <a href="https://www.infowisesolutions.com/ultimate_forms">request a free demo or download a free trial</a> to learn more about the solution.https://www.infowisesolutions.com/blog/lean-manufacturingiwcol-definition,-principles,-and-benefitsAmir ShingrayWednesday, October 7, 2020https://www.infowisesolutions.com/blog/lean-manufacturingiwcol-definition,-principles,-and-benefitsPreview forms for lookup columnsHi, I love lookup columns in SharePoint! They make it so easy to manage a master list of values (say suppliers or contacts) and then reference it from different lists within your site (or even a site collection). Because the values are maintained in one centralized location, you have a single source of truth, which is often one of the biggest challenges in any information system. Our <em>Ultimate Forms</em> fully support lookup columns. Not only that, but we also add a bunch of additional features to them, such as cascading parent/child lookups, adding new values on the fly, filtering by view, auto-complete mode and more! And now we've added another great feature - preview forms! Lookup columns show just a single column value in the form, which might not be enough. Say you are using a lookup column for Contact Person. You choose to use the Full Name column as your display column, but what if you want to know more about that person, for instance phone number or email? Of course you can just click on the link, but then you are redirected to the contact person's form and lose your context. With preview forms all you need to do is hover over the link. It will open a small preview form with all the details, while still keeping your main form in the background. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201007-lookuppreview1.png" alt="" width="767" height="684" /> But what happens when your lookup item contains a large number of columns and the display form is huge and complex? You don't really need all that information now (like your communication history, for example). We help you with that too! You can define a special preview form for this particular lookup column instance and choose only the columns you want to appear. So instead of the full display form, we will use this small, concise form. If you don't define one, no problem, we will use the full form. And if the list doesn't have a modern form defined yet, we will generate one on-the-fly as well (might not be the best option though, so we do encourage you to create one of your own). So how do we configure a preview form? When you edit the lookup column settings, you will notice the new link, "Design preview form".&nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201007-lookuppreview2.png" alt="" width="487" height="314" /> Click on it and you will be taken to <em>Form Designer</em> and you can start designing your preview form (notice that the header of <em>Form Designer</em> will indicate that you are currently designing a preview form). Don't forget to click on <em>Publish</em> when you're done! To get into editing the column settings you can use one of the following approaches: <ol> <li>Click on <em>Connected Lookups</em> on the main page of <em>Ultimate Forms</em> (make sure that the right list is selected first).</li> <li>When in <em>Form Designer</em>, in the list of columns on the left you will see a <em>Settings </em>icon for the column.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201007-lookuppreview3.png" alt="" width="439" height="367" /></li> <li>You could be already using the column on the form and it won't appear in the list of columns (notice the lock icon at the top, it means that each column can only be used once on the form, you can always unlock and re-use your columns for more complex form designs). In this case, click on the column within the design canvas of the form, column properties will open on the right and you will be able to go into the configuration settings from there.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20201007-lookuppreview4.png" alt="" width="605" height="512" /></li> </ol> Easy and powerful! I hope you enjoy this great new feature!https://www.infowisesolutions.com/blog/preview-forms-for-lookup-columnsVladi GublerWednesday, October 7, 2020https://www.infowisesolutions.com/blog/preview-forms-for-lookup-columnsMicrosoft 365 Apps and Tools for Distance Learning<em>"Office 365 has created a more effective means of reaching and communicating with our students and staff. The implementation of the Office suite has ensured all of our students have access to the tools they need to complete their coursework. The cloud feature has worked flawlessly, and it creates a greater peace of mind knowing I can recall documents from years ago with zero issues."</em> <strong><em>&mdash; </em></strong><a href="https://www.capterra.com/p/58688/Office-365/reviews/1808883/"><strong><em>Office 365 Review by A Higher Education Professional.</em></strong></a> Microsoft Office 365 for Education provides value to students and teachers around the world and enables an invaluable remote learning and remote teaching experience. The basic version of Office 365 is free for students and teachers belonging to an institute that is enrolled in the Microsoft Education Program. Furthermore, Microsoft offers multiple free resources on a daily basis to enhance the experience of educators and students using Office 365. Let's take a look at some of the apps and tools of Office 365 for Education that help create a digital classroom. <h2>Microsoft Teams for Education</h2> Remote learning and remote teaching would not be possible without Microsoft's collaboration and communication platform called Teams. It includes all the essential tools that the teachers and students require for an optimum distance learning experience. This ultimate distance learning tool acts as a hub for apps, discussions, course materials and content, and assignments and helps teachers and students to build a lively digital classroom. Teachers can connect with other teachers around the world to share experiences and insights. Students and educators can create groups (teams) to collaborate on projects and other course-related work and easily connect with each other. Microsoft Teams syncs seamlessly with other Office 365 for Education apps, including OneNote. This sync feature increases the capabilities of the MS Teams; for instance, with OneNote, students and teachers can create class notebooks, share files like presentations and assignments, teachers can grade student tests, etc. Teachers can use Teams to deliver interactive lessons and receive instant feedback from the students with OneNote Class Notebooks and built-in assignment management tools. School management can use Staff Teams to collaborate, converse and share announcements with the teachers of the school. Teachers can also create Professional Learning Communities in MS Teams to share instructional material with others. <h2>OneNote for Education</h2> OneNote is essentially a digital notebook that enables teachers and students to organize their work easily. This classroom organization tool works as a personal workspace for students and teachers where they can collaborate for creative activities and lessons and create a content library for handouts. This app is designed to empower students and educators to do their best work. OneNote for Education also enables educators to compile lesson plans and course material into cloud-based storage, which allows them to organize the classroom more efficiently and helps them keep track of all the course-related materials such as assignments. OneNote isn't just a note-taking app that enables efficient classroom organization; it is much more than that. The OneNote app included in the Office 365 for Education suite also enables educators and students to create sketches and diagrams, take handwritten notes, produce videos and illustrations, and more with the digital ink feature. OneNote also includes the powerful search feature of Office 365, which makes it way easier for both students and teachers to find the files they want to use. <h2>Minecraft for Education</h2> The education version of Minecraft is specially designed for the classroom. The game-based learning solution works as an immersive digital environment where students can unleash their creativity, learn problem-solving skills, and collaborate with one another. Recently, Microsoft added an Hour of Code lesson in the platform, which helps students to learn code in a fun way. According to Microsoft, Minecraft for Education is being used by educators in over 115 countries for teaching students about science, environment, urban planning, geography, etc. <a href="https://youtu.be/n5xu1NaKrdQ">Teachers using the learning solution</a> report that it helps increase students' interest in learning, increase their confidence levels and improve their problem-solving skills. <h2>Immersive Reader Tool</h2> The Immersive Reader Tool is another value-packed tool of the Office 365 Education suite. Teachers can use this tool to help students of all ages and learning abilities by implementing proven techniques that help improve reading and writing capabilities. The free tool also has a powerful Optical Character Recognition (OCR) feature that can decipher text from a picture, even those scanned from books. Non-English speaking, students can use this tool to improve reading comprehension and increase their English language reading fluency. Immersive Reader tool can also break words into syllables, change text spacing and size of the text, customize background color, read text aloud, change reading speed, etc. <h2>Take a Test App</h2> Teachers can use Microsoft Forms-based Take a Test App to conduct tests and quizzes and help students to work on their assignments easily. Office 365 for Education includes this feature to support remote teaching as teachers don't have to print and collect test papers. The best thing about this app is that it has a grade test paper feature that can automatically grade the tests that the students submit. <h2>Microsoft School Data Sync</h2> Microsoft School Data Sync, also known as SDS, reads school data and roster information from a Student Information System. This feature of Office 365 for Education is designed to automate the time-consuming and manual integration of data from the Student Information System and enable a single sign-in for third-party productivity apps. It also automates Team creation for MS Teams, Exchange Online and SharePoint Online Office 365 Groups creation, OneNote Class notebooks, and school groups for Intune for Education. <h2>Try Infowise For A More Enhanced Learning Experience</h2> Infowise is offering <a href="https://www.infowisesolutions.com/solutions">knowledge solutions</a> that are designed to support students, teachers and school administrators with remote learning and remote teaching. Not only that, but it can also make it easier for the IT department of a school to develop and deploy customized solutions required by the faculty. Developers can use their web-browser to create powerful solutions without writing a single line of code with <a href="https://www.infowisesolutions.com/solutions">Infowise knowledge solutions.</a> You can <a href="https://www.infowisesolutions.com/ultimate_forms">request a free demo or download a free trial</a> to learn more about the solution.<br /><br /> <a title="Build a Learning Management System in SharePoint" href="https://www.infowisesolutions.com/webinar/build-a-learning-management-system-in-sharepoint" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-SharePoint-Learningl-System-l.png" alt="Build SharePoint Learning Management System" width="700" height="443" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, which is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process.https://www.infowisesolutions.com/blog/microsoft-365-apps-and-tools-for-distance-learningAmir ShingrayThursday, September 17, 2020https://www.infowisesolutions.com/blog/microsoft-365-apps-and-tools-for-distance-learningRemote Teaching and Learning in Microsoft 365 Education<em>&ldquo;Very easy to use and offers great tools for students, faculty, and staff to collaborate. Features like OneNote and your basic office software (Word/PowerPoint/excel) are great to have in a web version for easy and quick access without worrying about accessibility and compatibility issues. My office utilizes OneNote, to collaborate and train our employees on our team daily, while also utilizing it for note-taking and other options with outside vendors as well. OneNote is an amazing tool that is incorporated with Office 365 and it has helped our students remain organized and work in groups/collaborate in courses in an efficient manner as well. Word/PowerPoint/Excel have been around for some time, but the functionality and ease of using them in a web version has allowed our students, faculty, and staff to be more mobile and not stuck to a desk all of the time. The Office 365 software is great in a web/mobile version!&rdquo; </em> <a href="https://www.capterra.com/p/58688/Office-365/reviews/1899419/"><strong><em>&ndash; Carissa J. &ndash; Director Enrollment for Higher Education.</em></strong></a> &nbsp; Things are slowly but steadily getting back to normal in several countries around the world after the coronavirus outbreak. As authorities continue to ease coronavirus restrictions, employees have started to return to their workplaces; while teachers and students are returning to school. However, several countries around the world including the United States, aren&rsquo;t completely opening the schools just yet. In most states of the US, the reopening of the schools depends upon the school, district, and the decisions of local health authorities, while a few others are only allowing remote teaching and remote learning. In the states where hybrid or distance learning is allowed, students and educators are using Office 365 Education. Microsoft has been offering <a href="https://www.microsoft.com/en-us/education/products/office">Office 365 for education</a> for free to students and educators around the world for around six years, but recently, the Education version got a major revamp to support distance learning during the COVID-19 lockdowns. <h2>The Basics</h2> As mentioned earlier, Office 365 is free for students and educators belonging to the educational institutes enrolled in the <a href="https://education.microsoft.com/en-us">Microsoft Education Program</a>. Teachers and students don&rsquo;t have to pay a monthly or yearly subscription fee for using Office 365 and they can enjoy access to a wide range of Office apps, including Microsoft Teams, SharePoint, OneNote, OneDrive, Forms, Outlook, Stream, Yammer, Planner, Learning Tools, Word, Excel, and PowerPoint. Other learning solutions like <a href="https://education.minecraft.net/">Minecraft: Education Edition</a> are partially free; 10 students and 25 teachers can use the free trial of Minecraft, if they want to add more people, then they&rsquo;d have to pay the subscription fee. The best part about Office 365 for education is that students and educators can use the desktop, online, or mobile version of the suite according to their convenience. Desktop versions of the Office apps are updated automatically, so the IT department doesn&rsquo;t have to manually update the systems of students and educators every time an update rolls out. Microsoft also offers a wide range of free resources for educational institutes, teachers and students to make it easier for them to transition into the remote teaching and distance learning phase. <h2>Collaboration with Office 365</h2> Essentially, all the apps in the Office 365 suite are collaboration apps, and as we all know, collaboration is integral for distance learning and remote teaching. The collaboration features of Office 365 are way more enhanced than other suites. Let&rsquo;s suppose a teacher wants to share a text file containing guidelines for an assignment with all the students of the class. Normally, they&rsquo;d have to email the file to all the students, but with Office 365, the teacher can just upload the file on OneDrive, generate a shareable link, and share it with the students in the team group of the class. The teacher can also tag someone in the document using @ in the comment section of the document and can even direct them to a specific location. If the teachers and students collaborate on a file, the changes they make are reflected in real-time, along with the name of the person who made the changes. Version history is another great built-in feature of Office 365 as it allows admins to view previous versions of the file, review changes made by a particular person, and restore a previous version of a file. Teachers can also use Microsoft Forms to create quizzes and assignments. With PowerPoint, teachers can create interactive presentations and can use Microsoft Sway to create creative projects. Teachers can use Microsoft&rsquo;s virtual chalkboard called the Microsoft Whiteboard during a Team meeting to deliver a more enhanced lecture. To make learning more interesting, teachers can invite guests and experts into their virtual classroom using Teams. <h2>How Infowise Can Help With Remote Learning</h2> Infowise has been providing various business solutions to companies around the world for several years, and recently, they started offering <a href="https://www.infowisesolutions.com/solutions">knowledge solutions</a> to support remote learning. These knowledge solutions are designed to help developers to quickly deploy customized solutions so the students and educators can have an enhanced experience during remote classes. The solution allows developers to build useful apps without the need of code; they can do so using their web-browser. Furthermore, the solution can help automate processes, enhance forms, convert and print SharePoint lists and items, set up alerts, assign tasks, enable digital signature capabilities, automate the creation of lists, create shared calendars, and more. You can <a href="https://www.infowisesolutions.com/ultimate_forms">request a free demo or download a free trial</a> to learn more about the solution. <h2>Takeaway</h2> Microsoft Office 365 is an excellent solution for both teachers and students, and the recent lockdowns proved it. Even after students and educators return to the classroom, they can continue their use of Office 365 and have an enhanced teaching and learning experience with increased collaboration.&nbsp;&nbsp; <a title="Build SharePoint Learning Management Systems" href="https://www.infowisesolutions.com/webinar/build-a-learning-management-system-in-sharepoint"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-SharePoint-Learningl-System-l.png" alt="Build SharePoint Learning Management System" width="700" height="443" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, which is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process.https://www.infowisesolutions.com/blog/remote-teaching-and-learning-in-microsoft-365-educationAmir ShingrayTuesday, September 15, 2020https://www.infowisesolutions.com/blog/remote-teaching-and-learning-in-microsoft-365-educationWorking with data through external REST APIHi, There is a new feature that was recently added to Ultimate Forms (SharePoint Online edition only at this point, but coming on-premises as well). It is called "external data connections" and it allows you to work with a wide variety of non-SharePoint data sources via interfaces integrated in SharePoint, hosted on external pages or embedded on your own non-SharePoint pages. We currently support the following data source types: <ul> <li>Databases <ul> <li>MS SQL (read/write)</li> <li>Oracle (read/write)</li> <li>MySql (read/write)</li> </ul> </li> <li>Web services <ul> <li>REST (read/write)</li> <li>SOAP (currently write only)</li> </ul> </li> <li>Documents (stored in SharePoint document libraries or via FTP) <ul> <li>Comma-delimited files (currently write only)</li> <li>Tab-delimited files (currently write only)</li> <li>Excel files (currently write only)</li> <li>Word files (currently write only)</li> </ul> </li> <li>Email (write only)</li> </ul> Once you create a connection, you can define forms for the connection and then either share the New form with internal and/or external users or share a data view, from which you can view and edit existing items, as well as add new ones. In this article I will guide through the process of creating such a data connection. I will be using the sample, but fully-functional REST API that we created and are sharing with our customers. It implements a very simple contact management API, allowing you to view a list of contacts, as well as add new contacts, view, edit and delete specific contacts. <h3>Sample REST API</h3> The API is hosted under <a href="https://www.infowisesolutions.com/samples/api/contacts">https://www.infowisesolutions.com/samples/api/contacts</a>. It exposes the regular set of operations (HTTP method and URL endpoint): <ul> <li>GET <a href="https://www.infowisesolutions.com/samples/api/contacts">https://www.infowisesolutions.com/samples/api/contacts</a> - get list of items</li> <li>GET <a href="https://www.infowisesolutions.com/samples/api/contacts">https://www.infowisesolutions.com/samples/api/contacts/1</a> - get item with ID 1</li> <li>POST <a href="https://www.infowisesolutions.com/samples/api/contacts">https://www.infowisesolutions.com/samples/api/contacts</a> - add new item</li> <li>PUT <a href="https://www.infowisesolutions.com/samples/api/contacts">https://www.infowisesolutions.com/samples/api/contacts/1</a> - update item with ID 1</li> <li>DELETE <a href="https://www.infowisesolutions.com/samples/api/contacts">https://www.infowisesolutions.com/samples/api/contacts/1</a> - delete item with ID 1</li> </ul> Contact item itself has the following structure: <ul> <li>id - unique ID and primary key of the contact. This property is read-only and should not be set.</li> <li>lastName - last name: text (up to 50 characters)</li> <li>firstName - first (given) name: text (up to 50 characters)</li> <li>dob- date of birth: date</li> <li>active - boolean (yes/no)</li> <li>units - number of installed product units: number</li> </ul> None of the properties are required by the API, but you can make any and all of them required on the data connection level. <h3>Configuring External Data Connection</h3> <ol> <li>Once you open <em>Ultimate Forms</em>, click on <em>External data connections</em> under <em>Modern forms</em> section.</li> <li>Click on <em>Add new profile.</em></li> <li>Enter a new title for your connection. It will be used as a page title in some scenarios, so give it a meaningful title like, such as <em>Contacts.</em></li> <li>Select <em>REST</em> under <em>Type.</em></li> <li>Check all forms and views under <em>Allowed access&nbsp;</em>as we want to allow both browsing existing items as well as adding new ones.</li> <li>Enter <a href="https://www.infowisesolutions.com/samples/api/contacts">https://www.infowisesolutions.com/samples/api/contacts</a> under <em>URL</em>.</li> <li>User name, password or headers are to be left blank as this sample API doesn't require any authentication</li> <li>Under <em>Columns</em> enter the contact item properties as described above. Note the following: <ol> <li>id column needs to be marked as key (checkmark on the left of the column name).</li> <li>Match the column type with the property data type as described above, for example, <em>lastName</em> should be mapped to <em>Single line of text</em> and <em>dob</em> should be mapped to <em>Date and time</em>. Incorrect mapping of column types will cause errors when interacting with the API.</li> <li>You can change settings of every column, giving friendly title, defining columns as required, etc.</li> <li>You can mark column as visible or hidden in <em>View</em> by clicking on the<em> Eye </em>icon next to column name. It doesn't affect the visibility of columns in forms.</li> </ol> </li> </ol> <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200902-edc1.png" alt="" width="904" height="881" /> <h3>Configuring Access Control</h3> Access control defines where and how the data connection is exposed to users. You can use your data connection in 3 ways: <ul> <li>Within a web part on a SharePoint page</li> <li>On a hosted page on our site</li> <li>Embedded on your own non-SharePoint page (such as your external website).</li> </ul> If you are planning to use the hosted page, check <em>Allow hosted forms</em> and choose if you want to expose <em>New</em> and/or <em>View&nbsp;</em>(list of items), choose both options. After you save your profile, you will be able to view the actual hosted page URL here as well. If you are planing to view on a SharePoint page or embed on your own web page, enter the allowed page URL. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200902-edc2.png" alt="" width="923" height="445" /> <h3>Configuring Forms</h3> Once you've saved your profile, you can click on <em>Design form</em> icon to enter <em>Form Designer</em>. Accept the offered option of generating a form for you, it will add all columns to the form canvas. Make any adjustments you want and publish the form. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200902-edc3.png" alt="" width="799" height="688" /> <h3>Using Your Data Connection</h3> Edit your connection and switch to Access Control tab. Here you can copy the page URL for the View page. Open it in a new browser tab, your data connection is now ready to be used. &nbsp; External data connections are a new, exciting and easy-to-use way of interacting with your existing data and API, giving you powerful options of integration of your data sources. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/working-with-data-through-external-rest-apiVladi GublerWednesday, September 2, 2020https://www.infowisesolutions.com/blog/working-with-data-through-external-rest-apiSharePoint based—no-code helpdesk solutions by Infowise <h1>Infowise Provides SharePoint-Based No-Code Solutions for Help Desk Systems</h1> <em>"I had no experience with SharePoint or software development &ndash; but <strong>with Infowise, I can build solutions </strong>that would have taken a long time to learn if I had to use SharePoint Designer or other tools. Some of the things we do today can't be done without a tool like Infowise."</em> <ul> <li><em>Mikkel Nygaard, Head of Process &amp; Procedure Management for Global App Casting</em></li> </ul> Help desk solutions allow organizations to automate and improve customer care and other related issues. It generally includes three parts; ticketing management, optimization and reporting, and automation suite. An efficient help desk solution allows organizations to streamline all help desk processes with the help of automation, and provides advanced security features that aren't available in manual processing. An advanced help desk solution also provides online chat features and enables increased collaboration between multiple contact channels. <h2>The Client</h2> Global App Casting, headquartered in Stockholm, Sweden, is a group of companies that provide design and development AppCasting services to clients all over the world. The company leverages the cloud to connect owners and app-authors, provides media and digital solutions to multinational corporations, and delivers best practices tools and success plans to its clients. <h2>The Issue</h2> Global App Casting was using the out-of-the-box SharePoint and Office 365 for managing various aspects of the help desk, including communication and document management. The problem with the out-of-the-box SharePoint and Office 365 was that it was not meeting the needs of the company. They required a solution that could help them run their business, and their use of SharePoint and Office 365 was limited to spreadsheets and emails. <h2>The Requirement</h2> Global App Casting required an efficient help desk solution with advanced capabilities as the out-of-the-box solution was not meeting their needs. They required the solution to be custom made according to their needs and has the ability to integrate with their current solution. <h2>The Solution</h2> During the process of choosing a SharePoint developer, the SharePoint App store suggested Infowise <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> to Global App Casting. After reviewing the solution, they found out that <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> is highly customizable and does not require a single line of code, which is why they choose Infowise to deliver the help desk solution that they need. Infowise solutions has been delivering advanced solutions for over a decade and <a href="https://www.infowisesolutions.com/partners">partners</a> with some of the global industry-leading companies. Recently, Infowise Solutions received a five-year <a href="https://www.infowisesolutions.com/gsa">US General Services Administration (GSA) IT Schedule 70</a> contract to deliver SharePoint and Microsoft 365 based solutions. <em>"We have been servicing various public sectors for several years, being listed as a vetted and approved GSA (General Services Administration) vendor only helps us to further focus our products for US government clients. We offer advanced and efficient collaboration solutions in an era where the digital workplace is becoming more and more necessary."</em> <em>&mdash; Avi Pagi, Partnership and Business Development Manager at Infowise.</em> Few components of <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> included in the Global App Casting help desk solution are; <ul> <li><strong>Smart Import Pro:</strong> Fetches data from other business solutions.</li> <li><strong>Smart List Pro:</strong> Ease of data entry and improves the quality of data.</li> <li><strong>Smart Action Pro:</strong> Defines and executes automated actions.</li> <li><strong>Smart Alert Pro:</strong> Sends automated alerts to dedicated users in case of a pre-defined event.</li> </ul> <h2>The Benefits</h2> After implementing the customized version of ULTIMATEforms, Global App Casting experienced the following benefits. <ul> <li>Automation</li> <li>A complete solution for managing all the aspects of the help desk</li> <li>Flexibility to expand and develop the solution</li> <li>No coding experience required</li> <li>Integration with a current business solution, and more.</li> </ul> <h2>Conclusion</h2> Infowise <a title="Infowise Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener">ULTIMATEforms</a> is an easy to implement a solution that you can use to increase the efficiency of your existing &ndash; out-of-the-box SharePoint and Office 365. The team at Infowise can customize the solution for you according to your needs. Still, the solution is so easy to customize that you can expand it yourself without any coding experience. Furthermore, Infowise offers a <a href="https://www.infowisesolutions.com/solutions/help-desk">pre-made helpdesk solution</a> that you can implement as is and enhance the capabilities of your SharePoint and Office 365 based solution.&nbsp; &nbsp;https://www.infowisesolutions.com/blog/sharepoint-based%E2%80%94no-code-helpdesk-solutions-by-infowise-Amir ShingrayTuesday, September 1, 2020https://www.infowisesolutions.com/blog/sharepoint-based%E2%80%94no-code-helpdesk-solutions-by-infowise-Infowise Provides Government Agencies with a Robust SharePoint Based Solution for Managing Ever-Growing RFP's<em>"When it comes to extending and enhancing SharePoint, we partner with the best in the business to assist our clients to get the most from their investment. Our partnership with Infowise Solutions is critical to the way we do business and complements the depth and breadth of what we do best. We rely on Infowise for strategic tools that provide rapid application development. We have built many solutions that use their add-ons for enhancements. These tools are key to "no-code" solutions. Their support is amazing, whenever we have any issue or question they are there to assist to make our solutions the best they can be."</em> <em>&mdash;</em> <em>Jeanne Conde, SharePoint Solutions Architect. </em><a href="https://www.simplesharepoint.com/Pages/Default.aspx"><em>SimpleSharePoint</em></a> An RFP (request for proposal) solution stores and manages all the documents and details about projects and to solicit bids from contractors. It is widely used in the government sectors around the world as it allows the stakeholders to examine the feasibility of the bids, the ability of the bidder to complete a project, and the overall health of the bidding company. <h2>The Client</h2> RePoint Technologies, LLC, is a technical service company based in Washington, DC. The company primarily works on government projects, which require the capability to track opportunities throughout the government proposal lifecycle. Apart from providing the ability to track various opportunities gathered from different websites, this tracking capability also makes it easier for the company to decide if a proposal is worth bidding on, and allow them to create a collaborative workspace. <h2>The Issue</h2> RePoint decided to create an opportunity tracker list in SharePoint, and even though the list was rich, it still lacked some areas. <ul> <li>Due to large and multi-line text boxes, the New/Edit form was too long.</li> <li>Lack of color coding made it extremely hard to determine the task that most needed the attention &ndash; complicated view of lists.</li> <li>Manual proposal site creation, which consumed a lot of time.</li> <li>Difficult to manage and update Customer Relationship Management (CRM).</li> </ul> After determining the issues, RePoint decided to implement a more robust solution for themselves and their clients. The solution they required needed to have; <ul> <li>Highly customizable site templates.</li> <li>Proposal site creation directly from the opportunity tracker list.</li> <li>Advanced CRM capabilities.</li> </ul> However, in order to modify their current solution, they required services of a SharePoint developer, which would require a substantial amount of resources, including time and money, resources they prefer to spend on critical business processes. <h2>The Solution</h2> RePoint Technologies decided to leverage Infowise Solutions' <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> to build a more robust solution. Infowise solutions <a href="https://www.infowisesolutions.com/partners">partners</a> with industry-leading companies around the world and has been delivering advanced solutions for over a decade. Recently, Infowise Solutions was awarded a five-year contract of <a href="https://www.infowisesolutions.com/gsa">U.S. General Services Administration (GSA) I.T. Schedule 70</a> to provide Microsoft 365 and SharePoint-based solutions.<br /><br /> <p style="text-align: center;">------------------------------------------------------- <p style="text-align: center;"><em>"We have been servicing various public sectors for several years, being listed as a vetted and approved GSA (General Services Administration) vendor only helps us to further focus our products for U.S. government clients. We offer advanced and efficient collaboration solutions in an era where the digital workplace is becoming more and more necessary."</em> <p style="text-align: center;"><em>&mdash; Avi Pagi, Partnership and Business Development Manager at Infowise.<br /><br />-------------------------------------------------------<br /></em> <h2>The Benefits</h2> Within one day of implementing Infowise Solutions' <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, RePoint Technologies was able to add advanced capabilities to their existing solution and streamlined their processes. Their solution now has; <ul> <li>Simplified opportunity tracking capabilities with color-coding.</li> <li>Easier data entry enabled by custom form with tabs.</li> <li>Opportunity status based dynamic proposal site creation.</li> <li>Pre-bid proposal site creation (manual).</li> <li>Automated alerts to relevant parties.</li> </ul> After collaborating with Infowise and using their solution, Repoint has now decided to add more capabilities to the solution. The new capabilities will take about a day or two to implement and will include; <ul> <li>Lead generation lists</li> <li>Converting leads into opportunity list</li> <li>A more robust CRM</li> </ul> <h2>Conclusion</h2> After the implementation of Infowise ULTIMATEforms, government agencies can substantially enhance their SharePoint experience, just like RePoint Technologies. We are expanding the capabilities of their solution and will continue to do so as the technology gets more advanced. Head on to our <a href="https://www.infowisesolutions.com/start">quick start page</a> to learn more about ULTIMATEforms.&nbsp;https://www.infowisesolutions.com/blog/infowise-provides-government-agencies-with-a-robust-sharepoint-based-solution-for-managing-ever-growing-rfp'sAmir ShingrayWednesday, August 26, 2020https://www.infowisesolutions.com/blog/infowise-provides-government-agencies-with-a-robust-sharepoint-based-solution-for-managing-ever-growing-rfp'sPowerful SharePoint Solutions for Facility Management by Infowise<p style="text-align: center;"><em>"Ultimate Forms gave us the competitive edge to deliver to our customer's powerful SharePoint-based applications to solve their business-critical needs and helped us achieve a competitive advantage."</em> <p style="text-align: center;"><em>&mdash; Ed Taylor, CEO, Technical Assurance<br /><br /></em> ON-PNT solutions is a GIS (geographic information system) web-based solution for facility management. It works as a central solution for facility management companies and building owners to store their data regarding the inventory of building systems, ongoing construction, assessments, and similar relevant business processes. <h2>The Client</h2> Technical Assurance, Inc. is a Cleveland-based nationally recognized building enclosure consulting firm that's been operating since 1993. The company has over two hundred years of combined experience in construction, materials, maintenance, and maximizing the ROI of any major structural capital assets. <h2>The Issue</h2> Technical Assurance wanted to help its customers to efficiently manage their capital assets by providing improved maintenance via software that analyzes repair and repair cost, assures industry best practices, and improves the efficiency of several other business processes.&nbsp; Technical Assurance was using paper systems, which made it hard for them to perform day to day tasks because of manual processes and developing their own propriety system would require a substantial amount of resources. <h2>The Requirement</h2> &nbsp;Along with the features mentioned above, the solution also needed to have; <ul> <li>Ease of administration.</li> <li>Ease of use for end-users.</li> <li>Visualization capabilities to draw focus to areas of attention, including exception management.</li> <li>Ease of access to contextual information.</li> <li>Leveraged GIS data and mapping.</li> <li>Reporting capabilities.</li> <li>Contextual information.</li> <li>Data acquisition from mobile clients.</li> <li>Data and workflow automation.</li> </ul> <h2>The Solution</h2> After looking at several options for four months, Technical Assurance chose Microsoft SharePoint; however, the out-of-the-box system wasn't fully capable of delivering all the components that they needed. Technical Assurance decided to customize Infowise Solutions' <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> to build a more robust ON-PNT solution. Infowise solutions <a href="https://www.infowisesolutions.com/partners">partners</a> with industry-leading companies around the world and has been delivering advanced solutions for over a decade. Recently, Infowise Solutions was awarded a five-year contract of <a href="https://www.infowisesolutions.com/gsa">US General Services Administration (GSA) IT Schedule 70</a> to provide Microsoft 365 and SharePoint-based solutions. <p style="text-align: center;">--------------------------------------- <p style="text-align: center;"><span style="background-color: #ffffff; color: #ff6600;"><em>"We have been servicing various public sectors for several years, being listed as a vetted and approved GSA (General Services Administration) vendor only helps us to further focus our products for US government clients. We offer advanced and efficient collaboration solutions in an era where the digital workplace is becoming more and more necessary."</em></span> <p style="text-align: center;"><span style="background-color: #ffffff;"><em>&mdash; Avi Pagi, Partnership and Business Development Manager at Infowise.</em></span> <p style="text-align: center;"><span style="background-color: #ffffff;"><em>---------------------------------------</em></span> The customized version of <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> contained the following components; <ul> <li><strong>Smart Action Pro:</strong> Defines and executes automated actions.</li> <li><strong>Smart List Pro:</strong> Ease of data entry and improves the quality of data.</li> <li><strong>Smart Alert Pro:</strong> Automated alerts triggered by a defined action.</li> <li><strong>Smart Import Pro:</strong> Imports data from different business solutions.</li> <li><strong>Associated Item: </strong>Enhances UX by allowing users to view relevant information with minimum effort.</li> <li><strong>Connected Fields: </strong>Automatically filters subsequent pull-down lists based on the previous pull-down list.</li> <li><strong>Indicator: </strong>Visual representation of data directly available in the lists.</li> </ul> <h2>The Benefits</h2> After integrating <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, the end-users of Technical Assurance's ON-PNT solution experienced the following benefits. <ul> <li>Ease of use.</li> <li>Enhanced UX.</li> <li>Quick Adoption.</li> <li>Ease of scalability without expensive custom development.</li> </ul> The benefits aren't limited to the end-users; Technical Assurance also experienced some benefits. <ul> <li>Efficient RFPs.</li> <li>Advantage over other solutions in terms of extensibility, functionality and ease-of-use.</li> <li>Cost-effectiveness and increased profits due to low development costs.</li> <li>More suited ON-PNT solution without spending a substantial amount of resources on the development of proprietary software.</li> </ul> <h2>Conclusion</h2> ULTIMATEforms by Infowise can enhance the efficiency of your SharePoint based ON-PNT and other solutions. You also have the option to customize the components of ULTIMATEforms to suit your needs better. Head on to our <a href="https://www.infowisesolutions.com/start">quick start page</a> to learn more about ULTIMATEforms.&nbsp;https://www.infowisesolutions.com/blog/powerful-sharepoint-solutions-for-facility-management-by-infowiseAmir ShingrayMonday, August 24, 2020https://www.infowisesolutions.com/blog/powerful-sharepoint-solutions-for-facility-management-by-infowiseAdding Forms to Microsoft Teams<img src="https://storage.infowisesolutions.com/images/postimages/willcooper/teams800.jpg" /> Microsoft Teams has experienced an explosion in growth with new features getting added all the time. It has been clear from the start that Teams is a very close sibling to SharePoint Online. In fact, when you first create a Teams site, it adds a new SharePoint site collection for storing documents and information. It also uses Office 365 Groups for security which is another feature shared by SharePoint. For businesses using Office 365 and SharePoint Online, it is clear that Microsoft Teams is going to be a major part of the platform. If your organization has already adopted Teams and is using it regularly, you will want to learn how to bring over Ultimate Forms features to your Teams site to create a seamless experience for your users. If you are new to Teams and just getting started, it is best to learn how to incorporate Ultimate Forms right from the start! The good news is that we have made it easy for you to take advantage of the integration features. The most important first step is to learn how to add a custom form list and related rollup view to a Teams tab. We have a new easy to follow tutorial to help you: <a href="https://www.infowisesolutions.com/training/article.aspx?ID=166">&raquo; Adding your custom forms to Microsoft Teams</a> <strong>It really is amazingly simple.</strong> Once you are comfortable with this part, the next thing to tackle is adding other custom <strong>Ultimate Forms Modern Web Parts </strong>to Teams. You can learn more about this in our other related blog post: <a href="https://www.infowisesolutions.com/blog/infowise-web-parts-in-microsoft-teams-tabs">&raquo; Ultimate Forms Modern Web Parts for Microsoft Teams</a> Regardless of your exprience with Teams, if you are using SharePoint and Ultimate Forms regularly, you want to learn these features. Please try it out and let us know if you any questions.https://www.infowisesolutions.com/blog/adding-forms-to-microsoft-teamsWill CooperFriday, August 21, 2020https://www.infowisesolutions.com/blog/adding-forms-to-microsoft-teamsHosting forms on non-SharePoint sitesHi, Forms are everywhere. We use them to collect information from our customer, submit support requests, ask for sales quotes. Almost every website out there contains at least one form of some sort. <em>Ultimate Forms</em> allows you to easily create sophisticated dynamic forms based on SharePoint lists and, as a recent addition, based on external data sources, such as databases, web services, APIs and even simple files. Once created, those forms can be hosted: <ul> <li>On SharePoint pages themselves.</li> <li>On Microsoft Teams tabs.</li> <li>On pages hosted by our website.</li> <li>Embedded into your own pages on your own websites.</li> </ul> Depending on whether you work with SharePoint lists or with external data sources, you starting point will be different, but we put in a tremendous effort to make the whole process as similar as possible. <h3>SharePoint Lists</h3> If you want to work with data stored inside SharePoint, you start by creating a list (or a document library). Create all the columns you need for your data (you can do it directly within the list or through Form Designer). Then design the form using Form Designer. Once you click on Publish, the form is ready to be used, inside SharePoint. If you want to be able to offer access to the form to people outside of your organization, you need to provide some sort of external access. You can always use the external sharing capability of SharePoint, but in many cases it won't be the right approach, as it still requires the user to log in, with their external credentials. Using External form functionality, built into Form Designer, you can expose your list on a page hosted by us or embed within your own page. People, who are not users in your organization, will then be able to enter information through the form, without having direct access to the underlying list. <h3>External Data Connections</h3> You can create connections directly to external data sources to create, view and edit information through form and list view infrastructure of Ultimate Forms, inside SharePoint sites, Teams, hosted on our pages and embedded into your own pages. Depending on the connection type, you might be limited to only adding new items (such as with Email or Document connections) or add, view and edit (database connections and soon, web services and REST APIs). <h3>Hosted Pages</h3> The easiest option to allow external access is to host your form on the pages we provide. Simply allow this inside your External form or External data connection settings, no additional configuration necessary. This option is best for quick and easy solution, but it provide very limited customization options. <h3>Embedded Forms</h3> You can embed forms inside your own pages using the script snippet we provide. Make sure to specify the page URL in the form or external data connection settings, to ensure it is allowed to load on your page. Copy the script snippet inside an element of your page that will contain the form (such as &lt;div&gt; element). <h3>Security and Abuse Prevention</h3> External forms allow external, anonymous users to submit information into your internal systems, thus secuity is of the highest importance. Let's review some of the security features we incorporated into the forms: <ul> <li>Limit type of access - by default, in External forms, only New form is exposed. You have to be a site collection administrator to enable Display and Edit forms. In any case, external users never communicate with your SharePoint directly. They communicate with our apps that first performs security checks on the requested resource and ensures that it is allowed by the external form settings.</li> <li>Specify embedded page URL - only pages specified in the form or data connection settings will be allowed to load the form.</li> <li>CAPTCHA, which stands for "Completely Automated Public Turing test to tell Computers and Humans Apart" is an automated mechanism that is able to determine if whoever is trying to submit a form is in fact a human or a bot. We use Google ReCAPTCHA v3, which is the latest iteration of CAPTCHA technology, that is able to conduct its task without requiring any user input, purely based on the way form is being interacted with. All pages hosted by us already have ReCAPTCHA built in. If you are embedding forms on your own pages and those pages are open to everyone, without any authentication, it is highly recommended that you enable ReCAPTCHA.<br />To do so, sign up for ReCAPTCHA v3, then specify Site key and Secret key in the embedded form properties. You can read more and sign up <a href="https://www.google.com/recaptcha/about/">here</a>.&nbsp;</li> <li>Monitoring - site collection administrators are able to see which list within their environment have External form settings turned on. Just click on the Monitoring tab in the app, then switch to External form.</li> </ul> External access to both SharePoint and non-SharePoint data allows to further leverage technology to provide fast and powerful solution for your organization's challenges.https://www.infowisesolutions.com/blog/hosting-forms-on-non-sharepoint-sitesVladi GublerWednesday, August 19, 2020https://www.infowisesolutions.com/blog/hosting-forms-on-non-sharepoint-sitesAssociated Items with Just One Click<img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/assoc-items-buttons.png" /> Sometimes it can be the little things that make a difference. The addition of the <strong>Associated Items Button</strong> might seem minor at first glance, but it really saves time and makes for a better user exprience. I use Associated Items functionality in just about every kind of solution that I create. It is very often at the center of the functionality. Users need to add these records all the time. In general, it is a fast process, but sometimes we want to streamline and make things even easier. Especially in common scenarios where it is a common and expected record that is frequently added. In any kind of solution, we don't want to slow down the user with manual steps to add information that is already known. By using the&nbsp;<strong>Associated Items Button&nbsp;</strong>you can add child records with just one click. What I really love is that is so simple to configure this using the related dropdown pickers when in&nbsp;<strong>Form Designer</strong>. <img src="https://storage.infowisesolutions.com/images/postimages/willcooper/aib-4.png" /> Think about common scenarios that come up repeatedly. In this example from a help desk ticket system, it is very common that a web meeting needs to be set up to review the problem. Since this is frequently added as a task on help tickets, making a button for adding that task is much faster than having users retype the information over and over again. We have a new tutorial which shows you the simple steps needed to create this handy functionality which you can access here: <a href="https://www.infowisesolutions.com/training/article.aspx?ID=165">&raquo; Associated Items Button Tutorial</a>https://www.infowisesolutions.com/blog/associated-items-with-just-one-clickWill CooperTuesday, August 18, 2020https://www.infowisesolutions.com/blog/associated-items-with-just-one-clickExport and import modern formsHi, If you've started designing Modern forms using our Form Designer, you've already experienced how powerful and easy-to-use it is. You can create dynamic forms that implement advanced layout, sophisticated permissions and rules. One common improvement that our customers have been asking for is the ability to export form settings, so you can then import them to a different list. For example, when you develop a form in your development environment, you want to be able to quickly and easily transfer your work to the actual production list. And now this option is available! Just use Export and Import buttons on the top toolbar in Form Designer to store your current form as a file and then import it wherever you need. You can import into: <ul> <li>A different list within the same site</li> <li>A list on a different site</li> <li>A list on a site in a different site collection</li> <li>A list in a different tenant</li> <li>Between different versions of SharePoint: on-premises and online</li> </ul> Please note that we only export/import form settings. We do not replicate the actual list structure and will not create or modify any columns in the list. We expect the two lists to be of the same or similar structure. At least the columns used on the form must be of the same type and use the same internal names. Best would be to export your list as a template and then import it in another environment. Note that if what you need is to duplicate the whole solution, including all lists, forms, actions, alerts, etc. (and you're on SharePoint Online), you should use Template Manager instead. Get your credentials for it from us and start using it if you still haven't started.https://www.infowisesolutions.com/blog/export-and-import-modern-formsVladi GublerFriday, August 14, 2020https://www.infowisesolutions.com/blog/export-and-import-modern-formsMicrosoft 365 for Education: Remote Learning Made Easy<p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft has been providing technological solutions for decades. Now, as educational institutes, teachers, and students are searching for ways to enable remote teaching and remote learning, Microsoft has developed an enhanced version of Office 365 for Education. In addition to the basic features of Office 365, the education version provides a wide range of specifically designed tools for students and educators. These tools include but are not limited to OneNote for Education, Microsoft Teams for Education, Minecraft for Education, Immersive Reader Tool, Take a Test App, and Microsoft School Data Sync. In this article, we'll tell you all about these tools and how they help students and teachers.<br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">OneNote for Education<br /><br /></span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The simplest way to define OneNote for Education is that it is your digital notebook, but it is so much more than that. It allows staff, students, and teachers to transform the way they collaborate and makes it easier for them to organize their work. Every student can create a content library for their handouts and create a space where they can easily collaborate about creative ideas and class lessons; simply put, it empowers students to develop the best version of their work.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Teachers can use OneNote for Education to organize the classroom by compiling course content and lesson plans in a cloud-based digital library, which allows them to keep track of assignments and other course-related materials.&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In addition to organizing, OneNote for Education enables students and teachers to use digital ink for creating diagrams, sketches, handwritten notes, pictures, videos, etc. Microsoft's powerful search feature is built-in the powerful note-taking app, making it easier for users to find the content they are looking for.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://educationblog.microsoft.com/en-us/2017/03/10-best-uses-for-onenote-in-your-teaching-and-learning/" rel="noopener"><em style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Click here</span></em></a><em style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;to learn more about OneNote for Education here.<br /></span></em> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Teams for Education<br /><br /></span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Teams for Education is an essential tool for remote learning and remote teaching, and it wouldn't be wrong to say that it is a complete distance learning solution. The digital hub brings together apps, conversation, assignments, and content under a single room, allowing teachers and staff to create vibrant digital classrooms for the students. Teachers and students can also create teams or groups for collaboration, and teachers can connect with other members of the teaching community around the globe.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Teams enables educators to easily connect and converse with the students, create a Class Notebook (OneNote feature), share files such as assignments or presentations, grade papers, etc. Teachers can provide interactive lessons, timely and effective feedback as Teams have built-in assignment management and OneNote Class Notebooks. Using the Professional Learning Communities (PLC), teachers can share instructional material and use Staff Teams for collaboration, relevant conversations, and announcements.<br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Minecraft for Education<br /><br /></span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">You may be wondering what a game is doing in this list of Office 365 Education apps and tools, but Minecraft Education Edition isn't just a game, it's much more than that. Educational institutes use this app as an inclusive way to teach students how to code and to polish their problem-solving skills.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">According to&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.edsurge.com/news/2019-01-28-change-the-game-using-minecraft-to-teach-students-with-autism" rel="noopener"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Sean Arnold</span></a><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, a STEM coach and NYC special educator,</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><em style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;"Chat features are enabled with speech-to-text functionality, which lets struggling readers and writers participate with the community at their own pace.</span></em><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span><em style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Minecraft: Education Edition gives students with physical and intellectual disabilities the opportunity to be creative, explore without fear of failure, and feel a sense of autonomy in the classroom&hellip;my students were no longer confined to wheelchairs or leg braces; they could walk, create, and even fly. It's a world where they are free from ridicule, free from their real-world struggles and free to create a world that they desire."</span></em> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://youtu.be/n5xu1NaKrdQ" rel="noopener"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Teachers in Toronto</span></a><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;have been using this app to teach students about the environment, geography, urban planning, science; they say that students have become more engaged in learning, their creative problem-solving skills have improved, and they have become more confident.<br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Immersive Reader Tool<br /><br /></span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The Immersive Reader tool allows teachers to implement proven techniques for improving reading and writing for students of all ages and learning abilities. This free tool helps students studying in different languages to increase fluency for reading the English language and helps them improve reading comprehension. It can also help new readers to build confidence to read at higher levels and help students with learning differences with the help of text decoding solutions. The best thing about this tool is that it's Optical Character Recognition (OCR) deciphers text within a picture, allowing this tool to work with pictures scanned from books.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With this app, students and teachers can change text spacing, size of the font, background color, break down words into syllables, and highlight sub-clauses, verbs, adjectives, and nouns, change reading speed, and read text aloud, and more.<br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Take a Test App<br /><br /></span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Take a Test App, powered by Microsoft Forms, allows students to take quizzes, tests, and complete their assignments with ease. It also allows teachers to save time by eliminating the need for printing and collecting test papers. Not only that, Take a Test App can even grade students' tests as it has a built-in feature to grade test papers.<br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft School Data Sync<br /><br /></span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft School Data Sync (SDS) is another great tool in the Office 365 Education; it reads roster and school data from the Student Information System (SIS) and automates the time-consuming process of importing and synchronizing data from the SIS. It also enables single sign-on for several third-party apps such as Edmodo, Blackboard, and Canvas. It creates class Teams for Microsoft Teams, Office 365 Groups for SharePoint Online and Exchange Online, school groups for Intune for Education, and OneNote Class notebooks.<br /><br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Want Even More? Try ULTIMATEforms!<br /><br /></span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">ULTIMATEforms</span></a><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is a versatile and effective solution that allows teachers and students to increase the capabilities of their out-of-the-box SharePoint and Office 365 for Education. Users can create powerful forms, automate processes, set-up alerts, assign tasks, convert and print SharePoint lists and items, automate list creation, enable digital signature capabilities, create shared calendars, etc. These are just a few of the things you can do with this powerful solution;&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">request a demo or download free trial</span></a><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;now to learn more about its capabilities.</span> <a title="Infowise, sharepoint based solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Education-N.jpg" alt="Infowise Sharepoint based Solutions for Educations" width="700" height="407" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, which is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process.https://www.infowisesolutions.com/blog/microsoft-365-for-educationiwcol-remote-learning-made-easyAmir ShingrayThursday, August 13, 2020https://www.infowisesolutions.com/blog/microsoft-365-for-educationiwcol-remote-learning-made-easyEverything You Need To Know About Microsoft 365 Education<h1>Everything You Need To Know About Office 365 Education</h1> As educators, public health officials, and community leaders across the globe contemplate their next move due to the COVID-19 outbreak, it is evident that remote learning will be an essential part to any successful reopening strategy. Among such solutions, Office 365 Education is perhaps the best one as it has all the tools that students and educators require to transition into a virtual classroom.&nbsp; <h2>Office 365 for Education Plans</h2> There are <a href="https://www.microsoft.com/en-us/microsoft-365/academic/compare-office-365-education-plans?activetab=tab:primaryr2">three plans of Office 365 Education</a>; Office 365 A1, Office 365 A3, and Office 365 A5. The A1 plan is the most basic one, and students and teachers can use it for free. If the teachers and students require additional features, then they can subscribe to the A3 and A5 plans available for $3.5 and $8.0 user/ per month, respectively. If you need the basic Office apps and services, then the Office 365 Education A1 plan will be enough for you, but remember that 4 out of 5 Office 365 applications in the A1 plan are online only. To <a href="https://www.microsoft.com/en-us/education/products/office?irgwc=1&amp;OCID=AID2000142_aff_7593_2223670&amp;tduid=%28ir__nbjtaqvwfwkftnh1kk0sohz3zu2xiwrykcrr3rea00%29%287593%29%282223670%29%28%29%28fyi0026%29&amp;irclickid=_nbjtaqvwfwkftnh1kk0sohz3zu2xiwrykcrr3rea00">sign up for Office 365 Education</a>, all you need is your school email address. Once students and educators sign up for the A1 plan, they can access all Microsoft core collaboration and productivity tools via the cloud. They can enable cross-platform collaboration for remote learning and remote teaching using email, group collaboration, and chat tools included in the plan. Both teachers and students can access the tools and their data from any device as everything is stored on the Cloud, OneDrive, except Publisher. As mentioned earlier, the A1 plan is the most basic and free plan of Office 365 Education, and the core apps included in the plan are available for use in their online-only form; only OneNote is available on the desktop version. Not only an unlimited number of teachers and students can join on the Office 365 for Education A1 plan, but it also provides Professional Learning Community (PLC) groups, Class and Staff notebooks, eDiscovery center for compliance solutions, data loss prevention, rights management, and encryption. <h2>Office 365 Education Apps</h2> The A1, A3, and A5 plan of Office 365 for education offers the following apps and services. <strong>A1</strong> <ul> <li>Word</li> <li>Excel</li> <li>PowerPoint</li> <li>Outlook</li> <li>OneNote</li> <li>SharePoint</li> <li>Exchange</li> <li>Teams</li> <li>Forms</li> <li>School Data Sync</li> <li>OneDrive</li> <li>Stream</li> <li>Sway</li> <li>Power Apps</li> <li>Flow</li> <li>Yammer</li> </ul> <strong>A3</strong> All the apps and services included in the A1 plan + <ul> <li>Publisher</li> <li>Access</li> <li>Bookings</li> </ul> <strong>A5</strong> All the apps and services included in the A3 plan + <ul> <li>PowerBI</li> </ul> <em>These are only the apps and services that these plans offer; each plan has its unique features which you can review </em><a href="https://www.microsoft.com/en-us/microsoft-365/academic/compare-office-365-education-plans?activetab=tab:primaryr2"><em>here</em></a><em>. </em> <h3>Outlook</h3> Microsoft&rsquo;s organizational and business email, Outlook, is the equivalent of Gmail and works as your ID for all Office 365 Education apps and services. Teachers and students can sign-up for the Outlook Web Access for free, and with the A1 plan of Office 365 Education, they get a 50 GB inbox limit and unlimited email storage with legal hold and In-place archiving. Students and educators that already have an Outlook account can connect it with the OWA to use it for Office 365 Education. <h3>Word</h3> Word is Microsoft&rsquo;s flagship desktop publishing and word processing application. Teachers and students on the A1 plan can use the web version for free and enable instant and simultaneous collaboration on their word files. <h3>Excel</h3> Teachers and students can use Excel to create spreadsheets and visualizations; they can also collaborate using the software and get AI-based insights. The A1 plan of Office 365 Education only provides the web version. <h3>PowerPoint</h3> Students and educators can use the web version of PowerPoint by subscribing to the A1 plan. The application provides a library of templates and graphics and allows them to create, edit, and collaborate on slideshows and presentations with cinematic motions, animations, and 3D models. <h3>OneNote</h3> Teachers and students can gain access to the desktop version of OneNote by subscribing to the A1 plan of Office 365 for Education. This note-taking app by Microsoft allows users to hand draw and annotate with a stylus, collaborate, and organize. <h3>SharePoint</h3> SharePoint is a must-have software for remote teaching and remote learning; it allows students and educators to collaborate virtually and seamlessly integrates with a wide range of Office 365 Education apps and services including Word, PowerPoint, Excel, OneNote, OneDrive, and more. If you want to get the most out of this platform, you can easily integrate partner solutions such as <a href="https://www.infowisesolutions.com/">ULTIMATEforms</a>. <h3>Teams</h3> The most important software for creating a virtual classroom Teams is a collaboration platform that teachers and students can use for free after subscribing to the A1 plan. Teachers can use it to conduct online classes, share study material, and conduct meetings. <h3>OneDrive</h3> OneDrive is Microsoft&rsquo;s cloud storage tool that allows teachers and students to set a time limit for links, access whiteboard via phone, scan documents, and save results as documents. All the data stored on the app is protected by encryption and loss management, and users of Office 365 for Education get unlimited storage for their data. <h3>Stream</h3> In simpler terms, Stream is Microsoft&rsquo;s YouTube, which teachers and students can use to create, share, and communicate using videos throughout the Office 365 Education ecosystem. <h3>Flow</h3> With Flow, teachers and students can automate repetitive tasks easily in real-time across multiple applications without writing a single line of code. <h3>Sway</h3> Students and teachers can use Sway to create visual and interactive stories; the app provides pre-designed packages and integrates with web and desktop-based applications. <h3>Forms</h3> Teachers can use the form to conduct tests, collect data, create self-marking quizzes, and create questionnaires. They can also integrate it with Excel to generate insights and seamlessly deliver data. <h3>Yammer</h3> Educational institutes can use Yammer as their internal social networking platform. It belongs to the same niche of software like Slack and does the same job as Facebook but with enhanced security and added functionality. <h3>Power Apps</h3> Power Apps allows teachers and students to create customized apps according to their needs without writing a single line of code. <h3>School Data Sync</h3> Included in the A1 plan of Office 365 Education, School Data Sync is a handy app that connects to your school&rsquo;s Student Information System to read and integrate important information such as the school and roster data. <a title="Infowise, sharepoint based solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Education-N.jpg" alt="Infowise Sharepoint based Solutions for Educations" width="700" height="407" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, which is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process.https://www.infowisesolutions.com/blog/everything-you-need-to-know-about-microsoft--365-educationAmir ShingraySaturday, August 1, 2020https://www.infowisesolutions.com/blog/everything-you-need-to-know-about-microsoft--365-educationCreate associated item with a single clickHi, As you know, associated items column is a great tool for building real life business solutions. Everything in life is about connections and relationships and being able to create, manage and display associations is an essential and, probably, most commonly used feature of Ulimate Forms. Associated items are ubiquitous, they can be found in expense reports, quotes, project management solutions, helps desks, practically anywhere, which is why we provide first class support for this functionality within Ultimate Forms. Special support is provided in Classic and Modern forms, Actions, Alerts, Print and other components. We also provide multiple ways of creating and editing child items: <ul> <li>Via grid in forms</li> <li>Via pop-up forms</li> <li>In list views</li> <li>Through Actions</li> </ul> And now we are introducing a new way of creating associated items, probably the easiest of them all. With just a single click of a button, we can create a child item, based on the column values of the parent item (directly and/or through expressions, calculations and function results). Let me give you an example. In our <em>Employee Training</em> solution (which you can install for free directly from within your Ultimate Forms app), we are providing the ability to sign up for a training course. Until now, it was only possible by running a manual action, which can be a little confusing, as you needed to open the manual actions pop-up and then click on the action. Not too complicated, but still requires explanations. Using buttons, it's just a single click! Our new button type, <em>Create associated item</em>, is here to help. Let me show how it is configured: <ul> <li>I have a list of Courses and a child list of Registrations. I will not be explaining how to set up the lists, there are plenty of tutorials talking about that.</li> <li>Drag and drop a new button just above the associated items column. Actually, it doesn't matter where the button is located. Moreover, it doesn't even need the associated items column to be visible on the form, as long as it exists in the list.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200728 form.png" alt="" width="700" height="350" /></li> <li>In the button settings, set button type to "Create associated item". Then select the associated items column to work with and map the column values you want to set. Note that only associated items are supported, not associated documents.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200728 button settings.png" alt="" /></li> <li>Note that you can use our <em>Value Builder</em> here, so all functions and calculations are supported. Also, you don't need to concern yourself with actually generating the connection between child and parent items, it is done automatically.</li> <li>Publish your form and voila! You can now simply click the button to create a new child item. Consider using permissions on the button to control who and when can see and use it<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200728 form runtime.png" alt="" width="700" height="410" /></li> </ul> <em>Create associated item</em> button is great for scenarios when you need to create a new child item using pre-defined logic. Course registrations are a great example, as all we basically need here is the current user identity, which we can fetch using our [Current user] function. Another example could be creating a new child task based on the current status of a project. It's really up to you to decide what is going to be the scenario for you!https://www.infowisesolutions.com/blog/create-associated-item-with-a-single-clickVladi GublerTuesday, July 28, 2020https://www.infowisesolutions.com/blog/create-associated-item-with-a-single-clickInfowise web parts in Microsoft Teams tabsHi, A few months ago I wrote a <a href="https://www.infowisesolutions.com/blog/using-ultimate-forms-in-microsoft-teams">blog article</a> describing how you can integrate Ultimate Forms web parts in your Microsoft Teams. The approach I demonstrated in the article used the ability to use SharePoint add-in to display a web part page from SharePoint within Teams. By placing our web parts on the page, we are able to use them within Teams. This is a good approach that provides a high level of flexibilty. In some cases, it's even the only possible approach, for instance when you want to place more than one web part on the same page (dashboards anyone?). But with that, it's also more laborious and time consuming. A few days ago we performed an <a href="https://www.infowisesolutions.com/blog/new-version-for-ultimate-forms-extensions">infrastructure update</a> of our web parts. By using the latest SharePoint Framework infrastructure, we are now able to leverage the latest features of web parts, such as direct integration on Teams tabs. So instead of creating a special SharePoint web part page and placing the web parts on them, you can create a Teams tab directly from the web part, much easier! The following web parts are supported in Teams: <ul> <li><em>Charts</em> - display data in a form of a chart</li> <li><em>Rollups</em> - combine data from several lists within one view + show list of items coming from an external data source</li> <li><em>List Search</em> - search information in lists</li> <li><em>Calendar</em> - display color-coded calendars from multiple sources</li> <li><em>Form</em> - display a form to submit data to external forms (submission to SharePoint list is also possible, for example using Add item button on Rollup)</li> </ul> You need to create at least one profile (set of settings) for the web part you are planning to use through Ultimate Forms app. Let me take you through the steps of creating a web part tab in Teams. Make you already uploaded version 1.3.0.0 or later of Extensions. <a class="btn btn-primary" role="button" href="https://www.infowisesolutions.com/home/getapp/Infowise%20Ultimate%20Forms%20Extensions.sppkg">Download Extensions</a> <ol> <li>Sync add-in with Teams - once you upload Infowise Ultimate Forms Extensions.sppkg file into your enterprise catalog, you click on Sync to Teams button on the File ribbon<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200724-Sync.png" alt="" width="700" height="535" /></li> <li>Once the sync is complete, the web parts can be found in Teams and added to tabs</li> <li>Go to the team you want to add web part in and click on plus button to create a new tab<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200724-plus.png" alt="" width="597" height="102" /></li> <li>Use Search or browser to choose the web part you want<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200724-addtab.png" alt="" width="660" height="505" /></li> <li>Proceed through the prompt to add the tab. Once the tab is created, you can configure the web part to connect to the data.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200724-props.png" alt="" /></li> <li>Most web parts will request a site URL and then load the available profiles from the site. You can connect to any site within your tenant you have permissions for, not necessarily the site linked to your team.</li> <li>You can reconfigure your tab at a later time by opening settings through the dropdown menu located within the tab header.</li> </ol> Enjoy!https://www.infowisesolutions.com/blog/infowise-web-parts-in-microsoft-teams-tabsVladi GublerFriday, July 24, 2020https://www.infowisesolutions.com/blog/infowise-web-parts-in-microsoft-teams-tabsDetailed log now in AlertsHi, If you use our <em>Alerts</em> component of <em>Ultimate Forms</em> (and you should, it's amazingly powerful!), you've probably noticed the <em>Log</em> tab. Of course, you do have to be an administrator for it :). There you can see which alerts were sent, when, to whom and if there was an issue, you will see failed attempts as well. It's a great tool for tracking your alerts! Until now, we only registered successful alerts and alerts that failed during the actual sending. There could've been cases, when you expected an alert to be sent, but it wasn't and there was nothing in the log. It could be for instance due to SharePoint list throttling or incorrect conditions, these kind of cases would not end up in the log, making tracking difficult. That's why we added the <em>Detailed log</em> toggle (already live in SharePoint Online and coming soon on-premises). When enabled, your log will show messages coming from different stages of the alert's life cycle, such as triggering, preparation, condition check and so on. You will also see more error messages and explanations why the alert was not sent (such as that the item didn't pass the conditions). In total, you could be seeing 5-10 entries per alert. You control if you want to see the original, concise log (which is the default) or the detailed version. Note for SharePoint Online - log entries made before the feature was added will only be visible when Detailed log option is turned on, it is related to the data format of the older entries. They were not removed, they simply cannot be filtered according to the toggle. As the log entries only stay in the system for one month, it's a temporary issue.https://www.infowisesolutions.com/blog/detailed-log-now-in-alertsVladi GublerWednesday, July 22, 2020https://www.infowisesolutions.com/blog/detailed-log-now-in-alertsNew version for Ultimate Forms ExtensionsHi, A few years ago Microsoft started rolling out support for the new, Modern user interface for SharePoint Online (as, subsequently, for the latest on-premises versions). It presented a completely new, up-to-date look &amp; feel, functionality and capabilities, bringing SharePoint in line with other modern web applications. Modern UI required a new type of web parts and customizations, incompatible with the old way of doing things. These new components, based on SharePoint Framework (SPFx), a client-side development framework running directly in your browser, opened a door to new, exciting opportunities for both developers and end users. Our product, <a href="/ultimate_forms"><em>Ultimate Forms</em></a> for SharePoint Online, was first released over 5 years ago, prior to SPFx being introduced and was designed to support the old, classic UI. Once SPFx came along, we were eager to support it as well. That's why we developed <em>Ultimate Forms Extensions</em>, a companion add-in that provides support for Modern UI: <ul> <li>Client-side web parts - replace the existing app parts and add new ones, that were previously impossible to implement due to the inherent limitations of the old app part infrastructure</li> <li>Column customizers- provide support for our custom column types, such as Color Choice, in modern list views</li> <li>Modern forms - allow you to develop the next generation of our forms in Form Designer</li> <li>Toolbar extensions - add our buttons to modern list view toolbar (such as our ubiquitous Design button)</li> <li>Application extensions - add another layer of security by disabling editing list items through the side bar when custom forms are applied to the list</li> </ul> <h4>Why did we need a new add-in?</h4> Couldn't we just add the new features to the existing one? Unfortunately, no. The SPFx solutions require a brand new add-in package format that is incompatible with the existing one. The new package creates a .sppkg solutions, while the previous one creates .app file. <h4>Can I just install Extensions without installing Ultimate Forms?</h4> No, Extensions is not a stand-alone app. It's just the extension of Ultimate Forms features into Modern UI. It cannot be used on its own. &nbsp; <h3>New version of Ultimate Forms Extensions</h3> SPFx is a brand new infrastructure and as such, is constantly undergoing upgrades, new versions are being released all the time. When we first released <em>Extensions</em> a couple of years ago, SPFx was still pretty young and used infrastructure components that were available at the time. Since then, several new versions have been released. Recently we decided that it was time for us to upgrade <em>Extensions</em> to take advantage of these upgrades in the underlying infrastructure components. That's why we released <strong>version 1.3.0.0</strong>. It uses the latest versions of TypeScript, React, SPFx and Fluent UI and opens up exciting new capabilities, such as tighter integration with <em>Microsoft Teams</em>. Normally, we make changes to <em>Extensions</em> on our side and they become immediately available to you, without any action required of you. The actual code of the add-in resides at an external location that we are able to update whenever we need. You've been enjoying bug fixes, improvements and new features without having to perform any manual updates whatsoever! But this time we do need you to upgrade the actual solution package. Due to the way SPFx solutions are designed, the solution file references the SPFx version it supports, so once we move on to the next version (which is obviously rare), you need to perform the upgrade the .sppkg file. <a class="btn btn-primary" role="button" href="https://www.infowisesolutions.com/home/getapp/Infowise%20Ultimate%20Forms%20Extensions.sppkg">Download Extensions</a> &nbsp; <h4>Do I have to upgrade right away?</h4> As all new bug fixes and features will only be made available to the new version, upgrade is advisable. The old version will not stop working at any point, so you can schedule the upgrade when it is convenient for you. <h4>How complex is the upgrade?</h4> It's actually ridiculously simple, especially when the add-in is made available to all sites through your app catalog (which is the recommended approach). Download .sppkg file <a href="https://www.infowisesolutions.com/home/getapp/Infowise%20Ultimate%20Forms%20Extensions.sppkg">here</a> and upload to your app catalog. Grant permissions in the pop-up prompt and you're done. If you didn't make the add-in available to all sites through the catalog, you will need to upgrade each site that uses the add-in individually through Site Contents. NOTE: for a brief period of time there was a typo in the .sppkg file name. Instead of saying Infowise <strong>Ultimate</strong> Forms Extensions, it said U<strong>tl</strong>imate :). Just delete the old file from the catalog if you see that there is one with the typo in the name as uploading the new one will not override it and you will receive an error saying that you already have a solution with the same ID. <h4>Will anything break?</h4> No! We tested the new package extensively and all the features are working as expected. In fact, there have been several bug fixes implemented! <h4>Sync to Teams</h4> You might notice a new button in App Catalog that says <em>Sync to Teams.&nbsp;</em>It's a new feature in SharePoint Online that allows client-side web parts to become available to be added to tabs within Teams. One of the features of the new version is the infrastructure update that allows us to leverage this capability. Using this feature, you can create tabs within Teams that host one of our web parts. And as always, we are here if you have any questions or comments!https://www.infowisesolutions.com/blog/new-version-for-ultimate-forms-extensionsVladi GublerMonday, July 20, 2020https://www.infowisesolutions.com/blog/new-version-for-ultimate-forms-extensionsError about missing DLL after component installationThe latest versions of Alerts, Import and Actions might introduce an error after installation. When entering the Actions administration page, an error is presented: <span style="color: #ff0000;">Could not load file or assembly 'Microsoft.Exchnage.WebServices'..&nbsp;</span> Unfortunately, this error had been caused by our latest efforts to upgrade, unite and reduce component sizes - some environments fail to process the change in which 3rd part DLLs were moved from one SharePoint solution to another, thus not deploying the said DLLs to your farm servers. As it looks now, there is nothing we can do with the component installers to fix this error, but proposing the following course of actions to resolve the problem on your Farms: <ol> <li>Restart SharePoint Timer and Administration services on all of your farm servers</li> <li>Uninstall the following components: Actions, Alerts and Import</li> <li>Go into the central administration &gt; system settings &gt; manage form solutions <ol> <li>Locate the solution named: InfoiwseTrialHelper.wsp</li> <li>Retract it</li> <li>Delete it</li> </ol> </li> <li>Repeat step 1.</li> <li>Install the components: Alerts, Import, Actions</li> <li>Repeat step 1.</li> </ol> We apologize for the inconvenience with this upgrade and as always strive to make the update experience as smooth as possible. &nbsp;https://www.infowisesolutions.com/blog/error-about-missing-dll-after-component-installationGenady VaismanTuesday, July 14, 2020https://www.infowisesolutions.com/blog/error-about-missing-dll-after-component-installationBenefits of Remote Teaching in Microsoft Office 365 Education<p style="text-align: center;"><em>&ldquo;The product from Microsoft is very easy to set up as it hardly takes 15 minutes to complete the whole process. Secondly, I have been using Office 365 for quite some time and have been just used to it. The products under Office 365 are very intuitive and value-packed. Overall, the product experience is really fantastic.&rdquo;</em> <p style="text-align: center;"><a href="https://www.capterra.com/p/58688/Office-365/#reviews">&ndash; Ankit P., Education Management.</a> The <a href="https://www.bbc.com/news/health-53113785">second wave of coronavirus</a> is expected to hit countries this month, forcing them to impose restrictions once again. As a result, educational institutes will remain closed, preventing students and educators from engaging in in-classroom educational activities, but it doesn&rsquo;t have to be this way. Teachers and students can use Microsoft Office 365 Education to enable remote teaching and remote learning. Office 365 for education offers several benefits to both teachers and students; a few of them are listed below. <h2>Variety Of Apps And Services</h2> <a href="https://www.microsoft.com/en-us/microsoft-365/academic/compare-office-365-education-plans?activetab=tab:primaryr2">Office 365 Education</a> allows teachers to use several Microsoft apps and services for free and to provide students with an enhanced learning experience. These apps and services can help teachers to meet the educational needs of the students, whether they use it for individualized learning or interactive lessons. Thanks to the click to run technology, these apps can be used by anyone within a few seconds. The A1 plan of Office 365 Education is free to use for both teachers and students and includes; <ul> <li>Word</li> <li>PowerPoint</li> <li>Excel</li> <li>Outlook</li> <li>OneNote</li> </ul> The following services are also available for free in the Office 365 Education&rsquo;s A1 plan. <ul> <li>SharePoint</li> <li>Exchange</li> <li>Teams</li> <li>Forms</li> <li>School Data Sync</li> <li>OneDrive</li> <li>Stream</li> <li>Sway</li> <li>Power Apps</li> <li>Flow</li> <li>Yammer</li> </ul> <h2>Cloud-Based Access and Storage</h2> Office 365 Education is a cloud-based app, stored and supported by Microsoft, which means that teachers and educational institutes don&rsquo;t own it; they only subscribe to it. This feature makes it easier for students and educators to afford and scale-up the app, if necessary. The cloud storage makes it easier for both students and teachers to access their data from remote locations. They also get unlimited space for storing data, which means that educational institutes don&rsquo;t have to worry about building an in-house storage server. Under normal circumstances, teachers and students store their data on flash drives to bring it to school, and if they lose the flash drive, they lose hours of hard work. Thanks to cloud storage, teachers and students don&rsquo;t have to carry a flash drive from school to home or vice versa; they can easily access the stored data from anywhere they want. In times of distance learning and remote teaching, this feature is integral and helps students and educators to stay productive while quarantining in their homes. The data stored on the cloud is protected by advanced encryption, which ensures the safety of the stored data. <h2>Auto Updates</h2> Updating systems and programs is a technically challenging process that consumes a lot of time and requires a substantial amount of resources. This can be a problem for both students and educators working with a limited budget, and in remote learning, it can be even more challenging to bring everyone on the same page. Office 365 for education is looked after by Microsoft and is stored on the cloud, which means that it gets automatically updated for everyone. Both students and teachers can enjoy the latest technology without depending on the IT team for continuously updating the systems and solutions, which is a great aspect of using Office 365 Education for distance learning and remote teaching. <h2>Career Skills</h2> One of the main goals of education is to prepare students to smoothly transition from the classroom to the workforce, which requires baseline technology skills. Using Office 365 for education enables students to use training tools to learn these baseline technology skills, such as learning how to use teams for meetings, create powerful presentations using PowerPoint, etc. All these baseline technology skills help students to become attractive prospects in today&rsquo;s competitive job market. <h2>Global Collaboration</h2> With Office 365 Education, teachers, and students get the opportunity to collaborate and comminute with their peers around the world. Using PowerPoint, Word, or Excel, teachers can share information with a school in a different country; for instance, they can create a guide based on their remote teaching experience and share it with teachers that are just beginning to teach remotely. Using SharePoint or Teams, they can enable real-time collaboration and distance learning. <h2>Free Services</h2> As mentioned earlier, the A1 plan of Office 365 Education is free for students and educators; this plan allows teachers and students to continue classes during the coronavirus lockdowns. Basic apps and services are part of the Office 365 Education; teachers and students also get unlimited storage after five subscribers, and they can scale the platform whenever they can if the A1 plan doesn&rsquo;t meet their needs. <h2>Security and Data Control</h2> Another benefit of using Office 365 for education is that it has built-in security and data control, which helps teachers and students to keep their data safe. Microsoft monitors their server 24/7 for threats and uses anti-malware and anti-spam protection so people can be sure that their data won&rsquo;t be compromised. Office 365 Education also enables teachers to organize educational material and set-up data control features for the material. For instance, teachers are creating a test for the students using SharePoint, they can set-up data control, or privacy features for the file, assigning read and write privileges to only the teachers responsible for creating the test. &nbsp; <br /><br /><br /><a title="Infowise, sharepoint based solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Education-N.jpg" alt="Infowise Sharepoint based Solutions for Educations" width="700" height="407" /></a> <h1>Infowise</h1> Here at <a title="Infowise Solutions for education" href="https://www.infowisesolutions.com/">Infowise</a> <a title="Infowise SharePoint Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">Solutions</a>, our client list includes some of the world&rsquo;s best-known higher educational institutes, which is in addition to many school boards in North America, Europe, Australia, the Middle East and Africa. Our products that are used by the educational institutes are a cross-section of what we offer; workflow automation, process automation, advanced dynamic forms and document management and filing. We have helped thousands of schools and research facilities across the globe in leveraging the power of their <a href="https://www.infowisesolutions.com/ultimate_forms">Office 365 platform</a>, to its fullest potential to quickly build a wide variety of modern <a title="Infowise Office 365 Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">solutions</a>, tailor-made to meet their operational requirements. Through our implementation partners, we have been part of the digitization process for many universities and research organizations. Whether your preference is Microsoft 365 or On-premise our <a href="https://www.infowisesolutions.com/partners">partners</a> will assist and guide you on how best you can get your educational institution on the road onto a successful digitization process.https://www.infowisesolutions.com/blog/benefits-of-remote-teaching-in-microsoft-office-365-educationAmir ShingrayMonday, July 13, 2020https://www.infowisesolutions.com/blog/benefits-of-remote-teaching-in-microsoft-office-365-educationMeet external data connectionsHi, If you've used our Modern forms before, you know how powerful, yet easy-to-use they are. The sophisticated, responsive forms allow precise control over layout and look &amp; feel, as well as advanced permissions and rules. Basically, you are able to implement a great deal of your business directly in the form, without much need for any backend workflows. Until now, the forms have been closely tied to the underlying SharePoint infrastructure. You could only create a form based on a SharePoint list or document library and the data could only go into that list/library. That is, until we figured you might want to leverage the forms to interact with data in other applications as well, making them the most versatile tool in your organization. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/documentation/f05aa575-fc93-4490-9a66-4943e6a643a4/homepage.png" alt="" width="700" height="410" /> This is way we added <em>External data connections</em> to <em>Ultimate Forms</em>. Using these connections, you can set up a form that submits data into a variety of other, non-SharePoint applications, as well as host those forms inside and outside of SharePoint. And, because we preserve the same familiar user interface, it's going to be easy and intuitive for both form developers and users. As our first step, we've developed the ability to configure data connections and forms that submit new items. The ability to view and edit existing items is coming. <h3>Connection types</h3> External data connections support a wide variety of data sources and protocols: <ul> <li>Databases: Microsoft SQL, Oracle and MySql</li> <li>Web services: SOAP and REST</li> <li>Documents: you can generate or update Word and Excel documents, as well as comma and tab delimited file, and upload them to SharePoint or to FTP</li> <li>Email - you can send form data as an email (Exchange Online, Exchange on-premises and SMTP protocols are supported)</li> </ul> <h3>Security</h3> The forms themselves have no knowledge of how to connect to your database or email server, that information is safely stored on our servers. The form submits to our servers only, which will then verify that the submission is coming from a human (no bots allowed!) and from a authorized URL. <h3>Connection settings</h3> The actual connection settings depend on the connection type you decided to use. For instance, when using SQL server, you specify the .NET connection string (if you're not sure, refer to this site: <a href="https://www.connectionstrings.com/sqlconnection/">https://www.connectionstrings.com/sqlconnection/</a>). Once entered, click on Connect and select one of the DB tables. The table columns are then shown and you can perform additional configurations on them, such as defining the column format (for example, you might want to display a text column as a choice of values instead of free form entry). <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/documentation/9d269535-62ef-42a5-b7ca-ebe010ef0be2/db.png" alt="" width="700" height="604" /> Once you're done, save your settings, then click on <em>Design form</em> to be taken into <em>Form Designer</em> to visually design your form. <h3>Form design</h3> We are using the same <em>Form Designer</em> you are already familiar with, with some minor changes. For example, you cannot select the content type for the form (because, well, there are no content type outside of SharePoint). But in general, the experience will be almost exactly the same. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/documentation/f05aa575-fc93-4490-9a66-4943e6a643a4/form.png" alt="" width="700" height="582" /> <h3>Publish your form</h3> The form can be hosted in one of 3 ways (or all of them together): <ol> <li>In a web part on a web part page in SharePoint</li> <li>Embedded on your own page (say your external web site)</li> <li>Hosted on our page</li> <li>NEW! On Microsoft Teams tabs</li> </ol> If you chose option 1 or 2, make sure to include the page URLs within <em>Allowed internal page addresses</em> under<em> Access control</em> of the connection. It ensures that the form author maintains complete control over where her form is going to be used.&nbsp; <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/documentation/9064ea1e-48ae-472f-b5cd-e632a3ddca48/accessControl.png" alt="" width="700" height="209" /> For option #3, you need to allow access for anonymous external users, also under <em>Access control.</em> Once the connection is saved and assigned a unique ID, you will be able to copy the form URL there as well. <h3>Form web part</h3> You can place the form on any web part page by including <em>Infowise Form</em> web part. In the web part settings, specify the connection ID that you copied from the settings page. Again, don't forget to include the page URL under <em>Allowed internal page addresses</em>, otherwise it won't load. External data connection allow you to provide modern and easy-to-use form interface for a variety of data stores, programming interfaces and applications that do not currently have such an interface, thereby leveraging your existing toolset and improving user experience. We will be happy to receive your feedback on this brand new feature! &nbsp;https://www.infowisesolutions.com/blog/meet-external-data-connectionsVladi GublerThursday, July 9, 2020https://www.infowisesolutions.com/blog/meet-external-data-connectionsMicrosoft Teams With Infowise ULTIMATEforms For Public Sector<p style="text-align: center;">&nbsp; <p style="text-align: center;"><em>"This has completely changed how we're thinking about forms, metadata collection, and how to use that for our company's benefit. Infowise's tool makes our forms smooth, so it's a lot easier to get end users adopted. Metadata is such a huge benefit, but not an obvious one to our end users, so our simpler forms will really help in that regard." &ndash; </em><a href="https://www.capterra.com/p/163995/Ultimate-Forms/"><em>ULTIMATEforms review.</em></a> &nbsp; Microsoft Teams, also known as the hub for teamwork in Office 365, is a chat-based platform that enables team members to work more productively by providing them with a secure, single platform for everything they need, including meetings, chats, calls, files, and other tools. Microsoft has built Teams to meet the government regulations and requirements for the GCC, GCC High, and DoD. By implementing Microsoft Teams in a government environment, organizations can easily increase collaboration and communicate effectively. They can streamline their daily work and increase efficiency for delivering necessary services to the constituents and citizens according to their mission. <h2>ULTIMATEforms with MS Teams</h2> ULTIMATEforms is the flagship product of Infowise Solutions, which allows you to build advanced business solutions using just your browser and without writing a single line of code. With ULTIMATEforms, you can build both simple and complex solutions required in the government environment while meeting the government regulations and requirements. From expense reports and vacation requests to project and help desk management, government cloud customers can easily create the solution they need and enhance capabilities of office 365 by integrating ULTIMATEforms. As a result of the ongoing health crisis, remote work with collaboration has become necessary for all industries in order to maintain business continuity. The government sector is no exception; it also needs an advanced business solution that allows team members to work remotely so they can continue to serve the citizens. They can use MS Teams and integrate it with ULTIMATEforms to create a powerful and secure solution that is compliant with regulations and fulfills all their requirements. The best part about ULTIMATEforms is that it is mobile-friendly, which means that government cloud customers can access necessary information from anywhere&mdash;anytime. By integrating ULTIMATEforms in Office 365, you can use key features of an MS app on a different MS app. For instance, you can bring SharePoint components, including web-parts, sites, lists, forms, dashboards, and much more into your MS Teams environment. <em>If you want to learn how to use ULTIMATEforms to integrate components in MS Teams, </em><a href="https://www.infowisesolutions.com/blog/using-ultimate-forms-in-microsoft-teams?search=70322"><em>click here.</em></a> <h2>Benefits of MS Teams in the Government Environment</h2> MS Teams offers several benefits to GCC high and DoD and suits well in government environments where collaboration and communication are crucial. Here are a few of those benefits. <h3>Efficient Time Management</h3> When you use MS Teams for remote work, you can easily collaborate with team members, share files to work on, and increase productivity. For online meetings, you don't need to spend time setting up the solution or perform audio-checks, and you don't have to travel anywhere in order to meet with someone. These are just a few of the features of MS Teams that allow employees to manage their time more efficiently; there are several others. <h3>Cloud-Based Storage</h3> All the files and resources, including organization customer content, are stored on a secure cloud that meets the government regulation and requirements for cloud services. The files and customer content is restricted and can be viewed, edited, or shared by those who have permission. This central storage allows you to eliminate the need to send documents back and forth and makes it easier for remote employees to access the files that they need. <h3>Security and Compliance</h3> MS Teams was designed to meet the compliance required by the different industries. For the government sector, it meets requirements for cloud services, including FedRAMP Moderate and CJI &amp; FTI (IRS-1075) data types that are necessary for federal tax information and criminal justice systems. It also supports the US Department of Defense Cloud Computing Security Requirements Guide for Level 2 systems. Screened Microsoft personnel monitor these servers for unauthorized access; these personnel meets <a href="https://docs.microsoft.com/en-us/office365/servicedescriptions/office-365-platform-service-description/office-365-us-government/gcc">GCC requirements</a> to access customer content. <h3>A Complete Solution</h3> Another benefit of using MS Teams is that team members don't have to switch between multiple apps when working. Microsoft Teams have several applications with the tool, allowing employees to work from the Team environment. When you integrate ULTIMATEforms into your Teams, you can bring even more features and capabilities into your Teams, making it even more advanced and complete solution. <h2>Conclusion</h2> Integrating ULTIMATEforms with the Office 365 suite and MS Teams allows government cloud customers to enable remote work, increase collaboration, and enhance communication; features and capabilities that are becoming the new normal as a result of the coronavirus outbreak.<br /><br /> <a title="Infowise Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-New-Approch-to-Form.png" alt="Infowise SharePoint Forms" width="895" height="591" /></a> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>Infowise has been servicing various public sectors for several years, being listed as a vetted and approved <a href="https://www.gsa.gov/">GSA (General Services Administration)</a>&nbsp;vendor only helps us to further focus our products for US government clients. <br /><br />At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise UltimateForms Power Suite</a> contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Ultimate Forms helps you create amazing, advanced business solutions based on your SharePoint list and document libraries, using nothing but your browser! Anything from simple Vacation Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code.<br /><br />Click <u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.<br /></em> <br /><br /> <p style="text-align: left;"><em>&nbsp;</em> <p style="text-align: center;"><strong><em>Avi Pagi, Infowise Business Development</em></strong>https://www.infowisesolutions.com/blog/microsoft-teams-with-infowise-ultimateforms-for-public-sectorAmir ShingrayTuesday, June 23, 2020https://www.infowisesolutions.com/blog/microsoft-teams-with-infowise-ultimateforms-for-public-sectorInfowise provides optimum SharePoint solutions for GSA implementation partners<p style="text-align: center;"><em>"Ultimateforms helps you create amazing, advanced business solutions based on SharePoint list and document libraries, using nothing but your browser."</em> <p style="text-align: center;"><strong>&ndash; Vladi Gubler, Chief Product Engineer at Infowise</strong> <p style="text-align: center;"><strong>--------------------------------------<br /></strong> I'm happy to tell you that our company has received a five-year US General Services Administration (GSA) IT Schedule 70 contract this month. This enables us to provide our services and products to local, state, and federal government and GSA implementation partners.&nbsp; We have been providing advanced IT solutions to our clients in various industries for several years, and through that experience, we designed our premium product, <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>. <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, available for both on-premise and Microsoft 365, is a no-code solution that allows you to save time on debugging and development. It covers all the aspects of business solution development in SharePoint and substantially reduces the learning curve. You can create your own business solutions and eliminate the need for hiring a specialist by using pre-defined templates. You can also benefit from our support system, which includes blogs, documentation, demos, training, pre-configured solutions and much more. You can also reuse the templates you create using <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> and save on valuable resources. <em>If you want us to customize an Infowise Solution for your GSA project, </em><a href="https://www.infowisesolutions.com/gsa"><em>please fill out this brief form. </em></a><em>&nbsp;</em> <h2>Why GSA Implementation Partners Should Choose Infowise</h2> <p style="text-align: center;"><em>-----------------------------------<br />"We have been servicing various public sectors for several years, being listed as a vetted and approved GSA (General Services Administration) vendor only helps us to further focus our products for US government clients. We offer advanced and efficient collaboration solutions in an era where the digital workplace is becoming more and more necessary."</em> <p style="text-align: center;"><strong>&mdash; Avi Pagi, Partnership and Business Development Manager at Infowise.</strong> <p style="text-align: center;"><strong><em>-----------------------------------</em></strong> We are a partner-first company and offer a full stack of services to our partners. There are 3 different types of partnership options available for you to choose from; <ul> <li><strong>Registered: </strong>A partnership agreement enables you to get free NFR licenses and sales discounts.</li> <li><strong>Certified: </strong>You will receive referrals, leads, and additional discounts after completing our product training.</li> <li><strong>Premium: </strong>Awarded based on your good performance and track record.</li> </ul> After becoming our partner, you can avail of the following benefits. <ul> <li>Free demo licenses for our products</li> <li>Technical support from the beginning to the end of the bidding process</li> <li>Exclusive discounts on all your purchases and training packages</li> <li>Exceptional support system including on-site training and co-visitation</li> <li>Provide your input for the features of our future products</li> <li>Online demonstration of our products for your customers</li> </ul> <h3>For GSA partners</h3> <ul> <li>Single-point access for the expedited acquisition process</li> <li>Rapid deployment and staff training through our US implementation partners</li> <li>Cost-effectiveness, built-in value and special savings</li> </ul> <h2>Types of Partners</h2> You can choose to become one of the following two types of our partners; <h3>OEM</h3> If you want to maximize your return on investment, becoming out OEM partner is the right choice for you. By becoming our OEM partner, you can design your own business solution using our product, ULTIMATEforms. You can distribute the solution to multiple clients for both Microsoft 365 and on-premise. Furthermore, we'll provide you with all the necessary components and guide you on how you can sell your pre-configured solution. <h3>Resellers</h3> By becoming an authorized reseller of our products, you can sell our software licenses to our customers that require purchasing the solution from a regional reseller. We'll offer you our products on a marked down price, and you can resell them on an ongoing basis.<br /><br /> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise UltimateForms Power Suite</a> contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Ultimate Forms helps you create amazing, advanced business solutions based on your SharePoint list and document libraries, using nothing but your browser! Anything from simple Vacation Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code.<br /></em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Contact</span></h2> <em>For more information about <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> and our partnership options, then feel free to contact me, Avi Pagi, Infowise Business Development and Partnership&nbsp; at </em><a href="mailto:apagi@infowisesolutions.com"><em>apagi@infowisesolutions.com</em></a> &nbsp;https://www.infowisesolutions.com/blog/infowise-provides-optimum-sharepoint--solutions-for-gsa-implementation-partnersAvi PagiFriday, June 5, 2020https://www.infowisesolutions.com/blog/infowise-provides-optimum-sharepoint--solutions-for-gsa-implementation-partnersSharePoint: a powerful solution for the federal governmentThe modern workplace is not only limited to private organizations these days, but government agencies are also opting out for smart and effective solutions to increase their productivity and decrease errors. Recently, <a href="https://federalnewsnetwork.com/contractsawards/2019/08/gsa-dod-award-7-6b-cloud-deos-contract-for-email-collaboration/">The General Services Administration and the Defense Department</a> awarded a $7.6 billion DEOS contract to General Dynamics IT. Under the contract, the Pentagon will implement a full suite of Office 365 to streamline and increase the efficiency of their business processes. SharePoint and Office 365 is an optimum solution for government agencies, they can use it for building applications, as a document, project, and content management solution. Its capabilities are limitless, and if you feel that it lacks in certain areas, then you can easily integrate dedicated business solutions to your out of the box SharePoint. In this article, we'll review why SharePoint and Office 365 are a powerful development platform for the federal government.&nbsp; <h2>Attractive and easy-to-use portals</h2> Generally, government portals are not known for their user-friendliness and visual appeal, but government agencies can remedy that by creating SharePoint based portals. SharePoint portal building capabilities enable local, state, and federal government agencies to create easy-to-use and attractive portals. US Department of Treasury, Washington State, Bellingham, WA are a few examples of SharePoint based portals; there are several others. These portals offer a full suite of features along with appealing graphics, so people can enjoy these portals and get the information they need. <h2>Automation</h2> City, state, and federal government agencies have to process a substantial amount of data daily. From demographic data to traffic data, government agencies have to process it all, and even after taking up a substantial amount of time and resources, manual processing is still very inefficient. Government agencies can leverage SharePoint to create automated processes and reduce their chances of error, save time, reduce costs, and increase productivity. SharePoint and Office 365 can automatically capture data for your teams, which they can easily analyze and process according to the requirement of the workflows. Team members can also create dashboards in real-time with the captured data; this process is really helpful for creating reports. When you add an image into the document library, SharePoint automatically scans it and adds meta-tags and geo-location to support the search feature. <h2>Cost-Effectiveness</h2> Government agencies have to work within an allocated budget; that's why they require solutions that are efficient and cost-effective at the same. SharePoint and Office 365 are the most cost-effective solution available in the market in terms of functionality when compared with other solutions. Regardless of the size of the government agency, they can make their business processes more efficient at a cost-effective rate. <a href="https://statetechmagazine.com/article/2013/07/why-governments-embrace-office-365">Santa Clara County</a> is a great example of government agencies implementing SharePoint and Office 365; with 15,000 employees, they gradually implemented the solution starting with email and then added other Office applications such as Word and Excel. Office 365 offers an extensive set of services, but if officials think that they don't require a complete business solution, then they can choose SharePoint. It is flexible and offers a vast set of features that are more than capable of meeting the needs of an organization. <h2>Security</h2> Government agencies often work with sensitive information that's why security is a paramount concern for them. And due to previous security breaches and malware attacks, they may be reluctant to implement a digital solution. But by implementing SharePoint, they can easily tackle the security issue; when you upload a file in the document library, SharePoint automatically scans it to make sure that it does not contain any malware. You can also assign sharing, reading, editing privileges according to your need and can even limit access to specific IP addresses. SharePoint also features Virtual Identity Server, which simplifies identity management. It allows you to set up one-time permissions and security settings that automatically update when data is changed. <h2>Third-Party Integration</h2> If a government agency considers that they need a more specialized solution for their business processes, they can easily integrate 3<sup>rd</sup> party solutions to their SharePoint and increase its capabilities. 3<sup>rd</sup> party GSA and Microsoft approved solutions such as <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise's ULTIMATEforms</a> can be a great addition to your out-of-the-box SharePoint environment. Here are a few ways the federal government can use their SharePoint after integrating a 3<sup>rd</sup> party solution. <ul> <li>Customer Relationship Management</li> <li>Enterprise Resource Planning</li> <li>Enterprise Contact Management</li> <li>Document Management System</li> <li>Project Management System</li> <li>Business Intelligence</li> <li>Information Technology Service Management</li> </ul> <h2>Infowise for Federal Government</h2> <em>"We have been servicing various public sectors for several years, being listed as a vetted and approved GSA (General Services Administration) vendor only helps us to further focus our products for US government clients. We offer advanced and efficient collaboration solutions in an era where the digital workplace is becoming more and more necessary."</em> &mdash;Avi Pagi, Infowise Business Development and Partnership Infowise Solutions was recently awarded an <a href="https://beta.sam.gov/search?keywords=47qtca20d009c&amp;sort=-relevance&amp;index=&amp;is_active=true&amp;page=1&amp;date_filter_index=0&amp;inactive_filter_values=false">IT schedule 70 contract</a> and is now listed as an approved vendor by the GSA. By using our flagship solution, ULTIMATEforms, government agencies can increase the capabilities of their SharePoint. ULTIMATE forms provide several features including; <ul> <li>Advanced Forms</li> <li>Reports and KPIs</li> <li>Integration</li> <li>Business Process Automation</li> <li>Approval Workflows</li> </ul> Federal government agencies can leverage their SharePoint to bring efficiency to the following areas.&nbsp; <ul> <li>Recruitment, Employee management system</li> <li>Expense reimbursement</li> <li>Compliance</li> <li>Reservation</li> <li>Quote Generator</li> <li>Project Management Solution</li> <li>Help Desk Solution, and much more</li> </ul> <em>For more information about ULTIMATEforms and our GSA partnership, then feel free Avi Pagi, Infowise Business Development and Partnership at </em><a href="mailto:apagi@infowisesolutions.com"><em>apagi@infowisesolutions.com</em></a> &nbsp;https://www.infowisesolutions.com/blog/sharepointiwcol-a-powerful-solution-for-the-federal-governmentAvi PagiFriday, June 5, 2020https://www.infowisesolutions.com/blog/sharepointiwcol-a-powerful-solution-for-the-federal-governmentUser Friendly Color Picker for Form DesignerWe've upgraded to a much improved color picker tool! As you can see below, there are two rows of color swatches totaling 20 options for one-click color choices for all the popular options. This really makes life easy so that you don't have to use hex color codes or RGB values except for precision control. <img src="https://storage.infowisesolutions.com/images/postimages/willcooper/new-color-picker.png" alt="" width="405" height="477" /> Why is this a big deal? Because setting colors needs to be fast and easy. And now it is! What's great is that simple color assignments are fast but you have the ability for customization if you need it. Color settings are used all the time throughout the process of form design and now it is really fast. This is a great example of the type of "quality of life improvements" that are being rolled out monthly in Ultimate Forms.https://www.infowisesolutions.com/blog/user-friendly-color-picker-for-form-designerWill CooperFriday, June 5, 2020https://www.infowisesolutions.com/blog/user-friendly-color-picker-for-form-designerAwesome New Public Form Functionality<img style="border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/contact-banner.png" alt="" /> The new ability to set up&nbsp;<strong>Public Facing Forms&nbsp;</strong>is an awesome new capability that has been added to&nbsp;<strong>Form Designer</strong>. Note that this function is available only for&nbsp;<strong>Office 365&nbsp;</strong>customers at this time. As with many new features, this might have flown under the radar for some users. In short, the added ability is a big deal! I have had many customers ask about doing public facing forms in SharePoint over the years. It is a common need. In general this hasn't been possible in SharePoint. In fact in recent years, you can't have any public facing content in SharePoint Online. Without Ultimate Forms, the opportunity to do this kind of thing isn't very good. I would probably tell a customer to use&nbsp;<strong>Microsoft Forms&nbsp;</strong>which is a very simplified form building tool similar to&nbsp;<strong>Google Forms</strong>. At first it is easy to create a form with those tools, but in these cases there are very few customization options and very few options for integration into other systems. You might have to build some kind of custom&nbsp;<strong>Power Automate&nbsp;</strong>script to route the responses to SharePoint creating extra work and maintenance. When learning about new functionality, I really do best by testing out the functionality with a simple example. We've added a very easy to follow step-by-step on setting up a custom&nbsp;<strong>Contact Form&nbsp;</strong>which you could use on a public facing web site. After doing this practice exercise, you are sure to realize lots of possibilities to gather information from customers and use that data to automate related processes. <a href="https://www.infowisesolutions.com/training/article.aspx?ID=163">&raquo; Check out our step-by-step tutorial here</a>https://www.infowisesolutions.com/blog/awesome-new-public-form-functionalityWill CooperFriday, May 29, 2020https://www.infowisesolutions.com/blog/awesome-new-public-form-functionalityIntroducing the new StagesHi, Ultimate Forms components take care of the complete lifecycle of your SharePoint items and processes. With a combinations of different settings, you can create advanced forms, perform background workflows and updates, send emails, print and much more. With such a wealth of possibilities it might be sometimes easy to get lost, it's hard to manage everything in your head. But as always, we're here to help! Introducing Stages, new for SharePoint Online customers and redesigned for on-premises. Stages are groups of cross-application settings, combined by a specific set of conditions. You will see form settings, both Modern and Classic, Actions, Alerts and Item ID rules, all together on one page, with the ability to quickly switch to adding new settings or editing the existing ones. Why combinations of conditions? When you implement a business solution in your SharePoint list, you probably already have a distinct set of states in your head. For example, your expense report is first submitted, then approved. In this case, the Status value would be the condition that determines the current state of the report. Of course, in more complex scenarios you will have more states and more conditions. For each state, you might have column permissions on the form (both direct or through containers/tabs), alerts or actions. To see them all combined together on a single page is a great help! <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/documentation/d66dcfd8-2af4-4eeb-9efb-5da8a37ebdf7/stages.png" alt="" width="824" height="541" /> Regarding forms: as you know we support both the original Classic forms and the new Modern form. When you have a modern form configured for the list, it always takes precedence and any classic form settings you might have will not be used. You can always click on Reset to go bqck to your original classic form.https://www.infowisesolutions.com/blog/introducing-the-new-stagesVladi GublerWednesday, May 27, 2020https://www.infowisesolutions.com/blog/introducing-the-new-stages Infowise ULTIMATE forms an optimum solution for GSA government clients<p style="text-align: center;"><em>"We have been servicing various public sectors for several years, being listed as a vetted and approved GSA (General Services Administration) vendor only helps us to further focus our products for US government clients. We offer advanced and efficient collaboration solutions in an era where the digital workplace is becoming more and more necessary."</em> <p style="text-align: center;"><strong>&mdash; Avi Pagi, Infowise, Partnership and Business Development.<br /><br /></strong> I'm proud to announce that Infowise is now an <a href="https://beta.sam.gov/search?keywords=47qtca20d009c&amp;sort=-relevance&amp;index=&amp;is_active=true&amp;page=1&amp;date_filter_index=0&amp;inactive_filter_values=false">approved GSA vendor</a> and due to this reason, I think that it is the perfect time to give you guys a few details about ULTIMATEforms. That's why in this article, I'll tell you about the stand-out components of ULTIMATEforms and the advantages of using it to enhance your SharePoint and Office 365 experience. If you'd like to try ULTIMATEforms for yourself, you can <a href="https://www.infowisesolutions.com/ultimate_forms">download a 30-day free trial</a>, or contact me via the information mentioned at the bottom of this article. <h2>Components of ULTIMATEForms<br /><br /></h2> <p style="text-align: center;"><em>----------------------------<br /><br />"We have been working with international organizations and government agencies for several years, and through that experience, we designed a solution that is versatile enough to fulfill the needs of multiple departments and industries."-- Vladi Gubler, Infowise <br /><br />----------------------------<br /></em> &nbsp; Our team has designed <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> after considering the needs of various industries and departments; it allowed us to include all the necessary components in our solutions for SharePoint and Office 365. Listed below are the components that can increase the functionality of SharePoint and Office 365 for GSA government clients. <h3>Forms</h3> <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> enables you to use tabs and column permissions, custom input validation, permissions, wizard mode, and much more to enhance your SharePoint lists and turn them into full-fledged applications. <h3>Actions</h3> With <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, you can automate advanced business processes using your browser and save crucial time. It also offers a range of advanced and fully customizable actions that enables you to implement advanced business logic. <h3>Alerts</h3> <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> enables you to set-up customized alerts that allow you to keep track of everything. You can set-up alerts with conditions, enable timed notifications, define mail templates and much more. By defining the parameters (time and process) for notifications, you can keep your inbox nice and clean and prevent irrelevant messages from flooding your inbox. <h3>Associated Items</h3> Using <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, you can turn a simple list into a fully functional business solution. From the parent item or task, you can assign tasks to relevant persons, attach documents and items, manage the lifecycles of attachment and much more. Through this feature, you can increase the visibility of projects and eliminate the need for reviewing multiple pages to find the one you need. <h3>Connected Lookup</h3> You can create master-detail cascading links using <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, between lookup columns in document libraries and lists of SharePoint. For instance, you can filter city column values according to the country and simplify the lookup process. <h3>Print</h3> <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> enables you to print and email SharePoint lists and items; you can also convert the lists and items into PDF folder. <h3>Import</h3> <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> takes the automation of SharePoint and Office 365 to the next level by automatically importing emails and database items. All you have to do is to set-up the import process, and the solution will automatically add emails and database into a SharePoint list or library. <h3>Signature</h3> The built-in digital signature feature of <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> is compliant with FDA CFR part 11 regulations, making it an efficient tool for government agencies looking to create a SharePoint based regulatory-approved system. <h3>LOB Item Link</h3> We have designed ULTIMATEforms to enable easy-to-use lookup into a database or line-of-business applications driven by web service; you can also link it with any list item or document. With <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, you no longer have to define connections using External List settings or BDC; everything can be taken care of through your browser. <h3>Calendar</h3> <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> is equipped with Event Calendar Plus; it allows you to color-code different types of events and attach and assign tasks related to the event. <h3>Rollups</h3> We have designed ULTIMATEforms to create a fully-functional unified view of items found throughout your site collection based on specific conditions. <h3>Charts</h3> <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> is equipped more than 30 fully-configurable types of chart that increase the visibility of your progress by visualizing SharePoint list data in real-time. <h3>List Search</h3> You can easily find specific items in detailed lists within seconds using the advanced search capabilities of <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>. <h3>Filters</h3> With <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, you can set-up several types of filters for any connected web part or list by customizing your own filtering panel. <h3>Item IDs</h3> ULTIMATEforms enhances your SharePoint and Office 365 experience by allowing you to create a custom document/item IDs based on functions, conditions, and column values as per your business rules. <h3>Color Choice</h3> The Bundle of Color Choice and Indicator fields in <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> allows you to color-code, customize icons, KPIs, progress bars and dynamic countdowns in any SharePoint item and view. <h3>User Property</h3> With ULTIMATEforms, you can make the process of entering data to a form by automatically filling out your necessary information, including name, phone number, etc. using the information already stored in the system. <h3>Document Link</h3> With <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, you can link to one or more new or existing documents from within an item or a document. You can share the linked documents between items and efficiently manage them by leveraging the SharePoint document library capabilities. <h3>Voting</h3> Government agencies can enable voting capabilities for any document library or list using <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> and learn what the users think about the published information. You can also enable users to provide their feedback and have a discussion on the published information. <h2>Advantages of Using Infowise ULTIMATEforms</h2> <p style="text-align: center;"><em>"With Infowise ULTIMATEforms, government agencies will have a simplified acquisition process via person access processes."<br /><br /></em> With our versatile and effective solution, ULTIMATEforms, you can create a set of robust business processes by leveraging the collaborative power of your existing SharePoint and Office 365 platform. Here are a few advantages of using <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>; <h3>Advanced Forms</h3> With Infowise ULTIMATEforms, government agencies can create powerful forms for the public and internal employees as well. <h3>Reports and KPIs</h3> Government agencies can increase visibility, communication, effectively analyze performance using Infowise ULTIMATEforms. <h3>Integration</h3> ULTIMATEforms integrates seamlessly with your SharePoint and Office 365, saving you both time and resources. You can access <a title="Infowise Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> using your browser to create exceptional, advanced business solutions based on your SharePoint list and document libraries.<br /><br /><br /> <h3>Business Process Automation</h3> With Infowise ULTIMATEforms, government agencies can automate repetitive actions and enable automatic updates of data, both inside and outside the SharePoint. <em>If you want to know more about ULTIMATEforms free-trial and how it can enhance your SharePoint and Office 365 experience, then feel free to contact me, Avi Pagi, Infowise Business Development and Partnership Manager at </em><a href="mailto:apagi@infowisesolutions.com"><em>apagi@infowisesolutions.com</em></a> &nbsp;https://www.infowisesolutions.com/blog/%C2%A0infowise-ultimate-forms-an-optimum-solution-for-gsa-government-clientsAmir ShingrayWednesday, May 27, 2020https://www.infowisesolutions.com/blog/%C2%A0infowise-ultimate-forms-an-optimum-solution-for-gsa-government-clientsInfowise announces its GSA IT Schedule 70 contract<p style="text-align: center;"><em>"Infowise has been servicing various public sectors for several years, being listed as a vetted and approved&nbsp;</em><a href="https://www.gsa.gov/"><em>GSA (General Services Administration)</em></a><em>&nbsp;vendor only helps us to further focus our products for US government clients. We offer advanced and efficient collaboration solutions in an era where the digital workplace is becoming more and more necessary."<br /></em> <p style="text-align: center;"><strong><em>Avi Pagi, Infowise Business Development<br /><br /></em></strong> Toronto, Canada, April 4<sup>th</sup>, 2020- Infowise, the company that brought us <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> and several other business solutions, is now listed as an approved vendor by the&nbsp;<a href="https://www.gsa.gov/"><em>GSA (General Services Administration)</em></a>&nbsp;and has been awarded an IT schedule 70 contract. Although Infowise is a premier provider of business process solutions for several leading Global entities, including Dell, HP, Accenture, Citibank and many more, becoming a pre-vetted company further cements their position as a leading provider of SharePoint based process automation solutions. <h2>What is IT Schedule 70?</h2> Infowise Solutions Ltd. was awarded a five-year US General Services Administration (GSA) IT Schedule 70 contract to provide SharePoint and Microsoft 365 based process automation products to US federal, state and local government agencies. IT Schedule 70 is the federal government's largest procurement tool and the most commonly used IT services acquisition program. The platform provides government agencies with the tools and expertise to shorten procurement cycles and obtain the best value for innovative technology products and services.<br /><br /> <h2>Solutions for a digital workplace</h2> Infowise has been providing advanced IT solutions to its clients in various industries for several years, and now, after getting listed on the GSA, federal state and local governments can also benefit from their services. A few of those benefits include, and not limited to; <ul> <li>Expedited acquisition process through single-point access for GSA agencies and partners</li> <li>Multiple implementation partners in the US who can rapidly deploy products and train staff</li> <li>Built-in value in cost-effectiveness and a great many savings designed for GSA clients</li> <li>Intuitive products</li> </ul> <h2>How can Government Agencies take Advantage of Infowise's Products?</h2> As stated by Vladi Gubler, Chief Product Engineer at Infowise, "Ultimateforms helps you create amazing, advanced business solutions based on SharePoint list and document libraries, using nothing but your browser!". To create a set of robust business processes, the user has to leverage the collaborative power of their existing SharePoint/Microsoft 365 platform and the versatility of&nbsp;&nbsp;<a href="https://www.infowisesolutions.com/ultimate_forms">Infowise ULTIMATEforms</a>&nbsp; &nbsp;Here are a few advantages of using Infowise's solutions; <strong>Advanced Forms</strong> With Infowise <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, government agencies can create powerful forms for the public and internal employees as well. <strong>Reports and KPIs</strong> Government agencies can increase visibility, communication, effectively analyze performance using Infowise <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>. <strong>Integration</strong> <a title="Infowise Solutions lead product" href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> integrates seamlessly with your SharePoint and Microsoft 365, saving you both time and resources. You can access <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> using your browser to create exceptional, advanced business solutions based on your SharePoint list and document libraries. <strong>Business Process Automation</strong> With Infowise <a title="Lead SharePoint add-0n" href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>, government agencies can automate repetitive actions and enable automatic updates of data, both inside and outside the SharePoint. <strong>Approval Workflows</strong> Users can create multi-staged approval workflows for the approval of all types of processes using Infowise <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a>.&nbsp;<br /><br /> <strong>Where can you Apply ULTIMATEforms</strong> Infowise <a title="Infowise flagship product" href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> is a highly versatile software that is designed to integrate seamlessly with SharePoint. Hence, government agencies can apply it to bring efficiency to almost any of their departments, including finance, operations, HR, Project management and more. The processes <a href="https://www.infowisesolutions.com/ultimate_forms">ULTIMATEforms</a> can help you with include but are not limited to; <ul> <li>HR processes: Onboarding, Management, Training and Evaluation</li> <li>Document Management Systems; Compliance, governance, and guidance</li> <li>Approvals Workflow</li> <li>Project Management Solutions</li> <li>Help Desk Solution, and much more</li> </ul> For more information about Infowise's GSA partnership, contact Avi Pagi, Infowise Business Development consultant at <a href="mailto:apagi@infowisesolutions.com">apagi@infowisesolutions.com</a> &nbsp;https://www.infowisesolutions.com/blog/infowise-announces-its-gsa-it-schedule-70-contractAmir ShingrayFriday, May 22, 2020https://www.infowisesolutions.com/blog/infowise-announces-its-gsa-it-schedule-70-contractSharePoint Governance Plan<em>"We can share the folders between our offices in different locations, and each one of us makes their necessary amendments according to their role. It made our process easier and faster."</em> <em>&ndash; Celine K., </em><a href="https://www.capterra.com/p/1167/SharePoint/reviews/"><em>SharePoint Review.</em></a> SharePoint and Office 365 are among the most effective and efficient IT solutions currently available in the market. From private to public sector, everyone can avail of the benefits SharePoint provides. Due to its familiar UX design, SharePoint has a higher user adaption rate. If it lacks behind in any way, you can easily sync <a href="https://www.infowisesolutions.com/product/SmartActionPro">site templates</a> to your SharePoint solution and increase its efficiency. You can use it for project management, document management, employee management, and even to create and implement a governance plan. In this article, we'll analyze the SharePoint governance plan. <h2>What is SharePoint Governance</h2> SharePoint governance is a collection of policies describing the procedures, roles, and responsibilities, rules, and regulations in an organization regarding SharePoint user interaction. Regardless of users' roles and responsibilities in the company, their title, or their SharePoint access level, SharePoint governance applies to everyone. <h2>Pitfalls of not having a defined governance strategy</h2> The absence of a defined governance strategy can cause you to lose productivity and make your SharePoint experience inefficient. Fast and easy access to information, easy identification, and use of the content and data are key contributors to the productivity and effectiveness of an organization. The effectiveness of an organization can be significantly lowered without properly designed and regulated information architecture. Without a bulletproof SharePoint governance plan, organizations can face the following issues. <ul> <li>Difficulty in searching and comparing related content due to inconsistent use of metadata.</li> <li>Increased numbers of duplicate versions of the same documents caused by a poorly managed and designed content storage. This prevents users from identifying the most updated version of the document.</li> <li>Difficulty finding work critical information and sites due to a bad site navigation design.</li> <li>Reduction in the ability of users to access the required information caused by the poor presentation of the information.</li> </ul> <h2>Benefits of a governance plan</h2> The governance committee can avail of the following benefits by implementing a SharePoint governance plan. <h3>Risk Management</h3> Risk management enabled by a governance plan ensures that federal&nbsp;IT managers&nbsp;and leaders are informed about&nbsp;the risks associated with the IT projects and provide the framework for implementing measures to reduce risk. <h3>Accountability</h3> An effective governance plan enables accountability and transparency since everyone's role is predefined. This allows federal managers to enforce responsibilities related to the management of various IT programs. <h3>Enforcement and Execution</h3> A SharePoint governance plan&nbsp;provides the basis for the management of all IT projects and requirements to federal managers, via a central point where they are highlighted and addressed. This allows for the standardization of IT solutions and lets managers make educated decisions about IT programs. <h3>Resource Management</h3> Proper management of essential resources enables users to have leverage over the programs in terms of preparation and organizing. This gives federal managers the opportunity to ensure that the necessary resources for current and future IT projects are adequately available. <h3>Decision Making</h3> A SharePoint governance plan&nbsp;allows the leadership to consistently contribute to enhancing the control and efficiently manage the agency's IT operations. <h3>Alignment and responsiveness</h3> Governance and IT portfolio management&nbsp;works closely to match IT assets with the department's&nbsp;goals, enabling federal managers to improve problem responsiveness,&nbsp;monitor, and manage&nbsp;current and future&nbsp;IT projects. This enables transparency&nbsp;for IT&nbsp;investments of the&nbsp;agency and guarantees that taxpayer money is used&nbsp;according to the goal of the agency. <h2>Why use SharePoint for creating a governance plan</h2> An effective governance program is a must-have resource for government and private organizations as the pressure for compliance is increasing day by day as a result of frequently emerging and changing regulations. By creating a governance program in a SharePoint environment, organizations can ensure compliance while increasing the efficiency of their process. We recommend SharePoint because of the following reasons.&nbsp; <h2>Plan creation, distribution, and retrieval</h2> With SharePoint, you can create, circulate, and publish plans and policies covering various types of content, including audio, video, and images. These are the few features you can use for the creation, distribution, and retrieval of plans and policies. <h3>Co-authoring</h3> Users can collaborate and co-author the governance plan in real-time; this feature makes the plan creation process more efficient. <h3>Search</h3> SharePoint's state-of-the-art search feature makes it easier for users to find the required plan by using titles, keywords, and even a small part of the content. <h3>Templates</h3> In SharePoint, federal managers can create and store templates to re-use when making or updating the governance plan. Federal managers can also download and implement out-of-the-box SharePoint templates. <h3>Workflows</h3> Thanks to SharePoint's automated workflows, federal managers can automatically route new governance plans to all stakeholders. <h2>Secure Storage</h2> SharePoint enables federal managers to store governance plans in a central location and effectively manage them, with the help of the following features.&nbsp; <h3>Audit trail</h3> SharePoint allows federal managers to easily track who has access to the policies and who has made changes in it. <h3>Permission-based access</h3> Federal managers can assign permissions regarding the creation, access, or modification of the governance plan. <h3>Version control</h3> This feature of SharePoint allows federal managers to track policy versions and easy restoration of an accidentally deleted or overwritten document. <h2>Tracking and Evaluation</h2> SharePoint helps federal managers in the management of governance plans with the help of the following features. <h3>Notifications and alerts</h3> Federal managers can automate notifications and alerts with the help of SharePoint. For example, they can set-up their SharePoint solution to automatically notify the relevant authorities when a governance plan needs renewal. <h3>Real-time dashboards</h3> In SharePoint, users can generate dashboards in real-time for the dates of creation, the status of approval, and much more. <h3>Assessment</h3> You can create surveys and quizzes to test user compliance and knowledge regarding the governance plan. <a title="Infowise Solutions GSA" href="https://beta.sam.gov/search?keywords=47qtca20d009c&amp;sort=-relevance&amp;index=&amp;is_active=true&amp;page=1&amp;date_filter_index=0&amp;inactive_filter_values=false"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-GSA.png" alt="Infowise GSA" width="700" height="339" /></a> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise UltimateForms Power Suite</a> contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Ultimate Forms helps you create amazing, advanced business solutions based on your SharePoint list and document libraries, using nothing but your browser! Anything from simple Vacation Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code.<br /></em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needshttps://www.infowisesolutions.com/blog/sharepoint-governance-planAmir ShingrayFriday, May 22, 2020https://www.infowisesolutions.com/blog/sharepoint-governance-planExternal forms for your SharePoint OnlineHi, In today's world, you need to connect and integrate your information systems with your customers, vendors, subcontractors and other external parties to facilitate fast and smooth data exchange. SharePoint Online provides abilities to share your sites and lists with external users, it's a great feature and many use it successfully. Unfortunately, there are some scenarios where it just wouldn't work. What if you need to collect some information from a large diverse group of external persons, some of whom you might not even know? Or they might not have the necessary Microsoft credentials to use the external sharing feature? Or maybe you're trying to collect the information using a kiosk and having people logging in and out is simply not an option? This is the reason why we added <em>External Forms</em> feature to our modern forms in the SharePoint Online version of Ultimate Forms. And, as per our usual, it's ridiculously easy to use! Once you're done developing the form with Form Designer, you simply click on <em>External form</em> on the toolbar. You can expose the form to external users with a single click. By default, that would be only the <em>New</em> form, but you can also use the same functionality for <em>Display</em> and <em>Edit</em> forms, if needed. <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/documentation/01150e19-3a66-4299-9f8a-40307c65b422/externalForm.png" alt="" width="654" height="344" /> When you enable external forms, you are presented with a unique external URL. The form is located on our website and can be access from anywhere, without having to authenticate. The form does not expose your list to the outside world. Instead, it serves as a security barrier and ensures that only the permitted interaction with the list data is allowed to go through. For instance, when you allow <em>New</em> forms only, users will be able to submit new data, but won't be allowed to access the list or view any existing items. You can expose any type of form, you are not limited in any way. Any form that can be designed using Form Designer, can be exposed. And once you are done with it, you can stop exposing it just as easily, simply uncheck external access and that's it! Some ideas for what you can use it for: <ul> <li>Signups</li> <li>Contact requests</li> <li>Quote generators</li> <li>Problem reports</li> <li>Surveys</li> <li>Anything else really...</li> </ul> Give it a try, that might just be what you're missing!https://www.infowisesolutions.com/blog/external-forms-for-your-sharepoint-onlineVladi GublerTuesday, May 19, 2020https://www.infowisesolutions.com/blog/external-forms-for-your-sharepoint-onlineSharePoint and OneDrive now support 3D and DICOM file formats"With the majority of the country working remotely SharePoint is an easy solution to work collaboratively. We have been using it to share content updates, collaborate on documents (excel, word, more). Everything updates and saves in real-time. I recently downloaded the SharePoint application for my android and can honestly say I wish I downloaded it before COVID 19. It is so simple to stay connected to a project without feeling like you're married to your computer." &mdash; <a href="https://www.capterra.com/p/1167/SharePoint/reviews/">SharePoint Review</a> &nbsp; Microsoft has always been an industry leader when it comes to providing efficient and effective solutions. Office 365, OneDrive for business and SharePoint are proof of Microsoft's commitment to delivering powerful tools for various industries that helps them to make their processes simpler and efficient. Previously, you had to buy and set-up third party software in order to view various file formats such as Photoshop and illustrator files, 3D files, DICOM, etc. But now Microsoft has added support in OneDrive for business and SharePoint for web viewing of over 250 file formats; ultimately increasing the management capabilities of the solution. In this article, we'll see what DICOM actually is, benefits of using SharePoint and OneDrive as a medical image sharing solution and various file types supported by SharePoint and OneDrive. <h2>What is DICOM</h2> Digital Imaging and Communications in Medicine or DICOM is used by a majority of healthcare facilities around the world, and it is the industry standard for sharing and managing medical images such as X-rays or MRI, etc. It was developed by NEMA (National Electrical Manufacturers Association) and ACR (American College of Radiology). DICOM is the standard international for the management and communication of medical images and data. Its mission is to ensure that the systems used to generate, store, exchange, view, send, query, process, retrieve and print medical images are interoperable, as well as able to manage relevant workflows. <h2>The benefits of using SharePoint and OneDrive as a medical image sharing solution</h2> As mentioned earlier, SharePoint and One drive now support DICOM images and 3D files; making it an efficient solution for sharing and managing medical imaging. The following are the benefits of using SharePoint and OneDrive as a medical image sharing solution. <h3>Quick Sharing</h3> Healthcare providers can share digital medical imaging files easily and quickly with other departments or organizations by using SharePoint and OneDrive as a medical image sharing solution. <h3>Tracking Capabilities</h3> By using SharePoint and OneDrive as a medical image sharing, solution healthcare organizations can easily track patient progress throughout the treatment and evaluate the effectiveness of the treatment. <h3>Reduces Duplicates</h3> SharePoint and OneDrive as a medical image sharing solution give you the ability to access and view images from different healthcare providers, reducing duplicate imaging and decreasing the number of times a patient is exposed to the radiation. Also, the Affordable Care Act encourages healthcare providers to reduce duplicate imaging as much as possible. You can achieve both by using OneDrive for business and SharePoint. <h3>More Connected Network</h3> Using SharePoint and OneDrive as a medical image sharing solution allows physicians to increase volume as they can build stronger and more connected referral networks. <h3>Better Care</h3> By providing the ability to share medical imaging between healthcare organizations, SharePoint and OneDrive make it easier for patients to find optimum healthcare. It becomes much easier for them to find the care provider that provides quality care at an affordable price. <h2>Supported File Formats</h2> Onedrive for business and SharePoint now support more file formats than ever; now you don't have to install the app or software used to create the file. Both solutions support over 250 file formats for web viewing, making it the ultimate management solution. The solution currently supports the following file format for 3D Modeling, AutoDesk, Finale, and DICOM Medical Images. <ul> <li>3-D Modeling/Printing: 3MF, COOL, GLB, GLTF, OBJ, STL</li> <li>AutoDesk: FBX</li> <li>DICOM Medical Images: DCM, DCM30, DICM, DICOM</li> <li>Finale: PLY</li> </ul> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><a title="Using Ultimate Forms in Microsoft Teams" href="https://www.infowisesolutions.com/blog/using-ultimate-forms-in-microsoft-teams"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Teams%20and%20Infowise-700.jpg" alt="" /></a><br /></span></h2> <span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In light of the above article, and inline with our series of articles about remote collaboration using SharePoint and Infowise tools, it's important to highlight the fact that Infowise works great with Microsoft Teams. For more information, please refer to this informative blog by Vladi Gubler:<a title="Using Ultimate Forms in Microsoft Teams" href="https://www.infowisesolutions.com/blog/using-ultimate-forms-in-microsoft-teams" target="_blank" rel="noopener"> Using Ultimate Forms in Microsoft Teams</a></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /></span></h2> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise UltimateForms Power Suite</a> contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Ultimate Forms helps you create amazing, advanced business solutions based on your SharePoint list and document libraries, using nothing but your browser! Anything from simple Vacation Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code.<br /></em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs &nbsp;https://www.infowisesolutions.com/blog/sharepoint-and-onedrive-now-support-3d-and-dicom-file-formatsAmir ShingrayMonday, May 11, 2020https://www.infowisesolutions.com/blog/sharepoint-and-onedrive-now-support-3d-and-dicom-file-formatsScheduling shifts for healthcare staff with SharePoint and Infowise FormsI hope you all are doing good and taking care of yourself and all your family members. Covid-19 has changed the way we work. Every day there is a new challenge from our clients, as they face a new challenge area and work on resolving that with the help of technology. Collaboration is one such area where everyone is investing nowadays and looking for the best possible solution that meets their needs. In times of COVID-19, healthcare professionals are fighting in frontlines, and words are not enough to thank them for the sacrifices they&rsquo;re making. Healthcare professionals are going on 18-hours shifts and sometimes without taking any breaks. The frontend is one side of the healthcare industry, there are management teams as well. In healthcare institutes mangers are equally working hard on ensuring the smooth flow of supplies, accurate planning of medical staff shifts, making sure all equipment and other needs are met within time and budget. <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As, I was talking in one of my earlier blogs that due to COVID-19, we are getting a lot of requests from our healthcare clients to do their process automatons and building new applications that can help the hospitals in their daily jobs and helpful in compliance with social distancing.<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With the impact of COVID-19, recently one of our clients came up with one of their need for creating an online application for their Staff shift schedule, I am writing this because I think this is one of the major requirement for the healthcare professional in these days, as they are putting extra hours and they need to know the schedule well in advance as well as in on the go. And there might be other people who are looking for the same solutions. I am writing the pain areas in bullet points so that you can get an idea about the problem statement. The client came up with one statement, and that was,</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&ldquo;</span><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We need something for scheduling our staff shifts</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&rdquo;, this was the formal statement they send to us, and then we started discussing the details. As I always say, this is the comfort level with our client so that clients can trust us and come up with this single statement requirements, and all this is because of SharePoint and Infowise forms.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As we started discussing their process, we found:</span> <ul style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">They have a manual process of scheduling the shifts. With all manual activities, the system is challenging to manage. But, it&rsquo;s working fine before the COVID-19 pandemic</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">After COVID-19 and lockdown and social distancing measures, the system is very difficult to mange</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The healthcare staff is doing two shifts continuously, and unless an emergency they don&rsquo;t have any leaves, and if anyone is on leave or need one shift off, it&rsquo;s challenging to manage</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The shift coordinator sends the staff either email or SMS for any urgent, immediate change</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">No way to get visibility of fellow staff shifts</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Shift coordinator has to connect with the HOD&rsquo;s to take any approvals in case of any shift change</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Due to the manual process sometimes wrong shift communicated to the staff and due to that there are issues of availability of staff in a particular shift</span></li> </ul> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The above points are some of the significant challenges of the manual process and looking into those we drafted the below significant needs:</span> <ul style="list-style-type: square;"> <li style="color: #0e101a; background: transparent none repeat scroll 0% 0%;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Centralized System</span></li> <li style="color: #0e101a; background: transparent none repeat scroll 0% 0%;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Forms/interface for Shift coordinator and the staff</span></li> <li style="color: #0e101a; background: transparent none repeat scroll 0% 0%;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Notifications for all actions</span></li> <li style="color: #0e101a; background: transparent none repeat scroll 0% 0%;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Approval Process of Leaves/Change in shift</span></li> <li style="color: #0e101a; background: transparent none repeat scroll 0% 0%;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">View of the shift of all the team members</span></li> <li style="color: #0e101a; background: transparent none repeat scroll 0% 0%;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">View for the HOD&rsquo;s and other stakeholders</span></li> </ul> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Below is one for the initial system needs we have prepared for this application:<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Nurse-Sched-01.png" alt="Infowise scheduling medical staff" width="700" height="181" /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Below is the draft copy of the application flow :<br /></span><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Nurse-Sched-02.png" alt="Infowise scheduling medical staff" width="700" height="338" /> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Interface for Site Coordinator; site</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;coordinator can use create a new schedule button from the staff shift app; the site coordinator has two options either he/she can create a schedule for a team/ group of staff or individual staff. Scheduling for a team/group of staff is very useful in this time of COVID-19, the hospital has created multiple teams, and they are asking the same team to work for one week for a particular shift to minimize the impact of COVID-19 (if any team member gets COVID-19, so it&rsquo;s easy to identify who all are within contact with that staff and easy to manage the whole process of isolating the staff members), below is one of the draft interface design for shift schedule:<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Nurse-Sched-04.png" alt="Infowise nurse scheduling" width="700" height="480" /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The form in browser:<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Nurse-Sched-03.PNG" alt="Infowise medical staff" width="700" height="336" /> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Below are the fields which we have used to generate shift schedule:</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <table style="height: 301px; width: 80%; border-style: solid; border-color: #a6a1a1;" border="1" cellpadding="4px"> <tbody> <tr style="height: 26px; background-color: #f2f2f2;"> <td style="height: 26px; width: 42.5631%; padding: 5px 15px; border: 1px solid #bbbbbb;"><strong>Type</strong></td> <td style="height: 26px; width: 82.9111%; padding: 5px 15px; border: 1px solid #bbbbbb;"><strong>Field</strong></td> </tr> <tr style="height: 47px;"> <td style="width: 42.5631%; padding: 5px 15px; border: 1px solid #bbbbbb; height: 47px;"> <p style="margin-top: 15px;">Schedule For </td> <td style="width: 82.9111%; height: 47px;" width="384"> Dropdown to select group or individual team member </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 42.5631%; padding: 5px 15px; border: 1px solid #bbbbbb;"> <p style="margin-top: 15px;">Group Name </td> <td style="height: 46px; width: 82.9111%; padding: 5px 15px; border: 1px solid #bbbbbb;"> <p style="margin-top: 15px;">People/Group </td> </tr> <tr style="height: 45px;"> <td style="width: 42.5631%; padding: 5px 15px; border: 1px solid #bbbbbb; height: 45px;"> <p style="margin-top: 15px;">Team Member Name </td> <td style="width: 82.9111%; padding: 5px 15px; border: 1px solid #bbbbbb; height: 45px;"> <p style="margin-top: 15px;">People/Group </td> </tr> <tr style="height: 47px;"> <td style="width: 42.5631%; padding: 5px 15px; border: 1px solid #bbbbbb; height: 47px;"> <p style="margin-top: 15px;">Date </td> <td style="width: 82.9111%; padding: 5px 15px; border: 1px solid #bbbbbb; height: 47px;"> <p style="margin-top: 15px;">Date </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 42.5631%; padding: 5px 15px; border: 1px solid #bbbbbb;"> <p style="margin-top: 15px;">Date </td> <td style="height: 46px; width: 82.9111%; padding: 5px 15px; border: 1px solid #bbbbbb;"> <p style="margin-top: 15px;">Date and Time </td> </tr> <tr style="height: 46px;"> <td style="height: 10px; width: 42.5631%; padding: 5px 15px; border: 1px solid #bbbbbb;"> <p style="margin-top: 15px;">Time To </td> <td style="height: 10px; width: 82.9111%; padding: 5px 15px; border: 1px solid #bbbbbb;"> <p style="margin-top: 15px;">Date and Time </td> </tr> <tr style="height: 18px;"> <td style="width: 42.5631%; padding: 5px 15px; border: 1px solid #bbbbbb; height: 34px;">Notes</td> <td style="width: 82.9111%; padding: 5px 15px; border: 1px solid #bbbbbb; height: 34px;">Text Multiple lines</td> </tr> </tbody> </table> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The form is straightforward and easy to use; SharePoint with Infowise is a great tool to develop such applications quickly. SharePoint works great with Infowise tools, and it&rsquo;s very quick due to the simple interface of Infowise forms and features.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We used the SharePoint calendar list to maintain the shifts and then customized that list form with Infowise form designer, Infowise forms give easy interface as well as the notifications functionality in fingertips. Below is one of the screens for the weekly schedule view:<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Nurse-Sched-05.png" alt="" /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint can do wonder in very little time, and with the help of Infowise forms, it&rsquo;s like creating the whole application in days. Especially in COVID-19 times, where we need everything ready in days or sometimes in hours, SharePoint is a great tool; it&rsquo;s great for process automation and collaboration within or internal and external teams. <a title="Infowise create medical staff shift scheduling" href="https://www.infowisesolutions.com/ultimate_forms">Infowise</a> provides additional features as well as an easy interface to customize the forms and build required functionalities within SharePoint. If used as a combination, both the tools can fulfill all the rapid development needs for any organization.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thank you for reading this, and I will come up with my new experiences in the future, till then take care and enjoy developing no-code solutions using Infowise and SharePoint.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;https://www.infowisesolutions.com/blog/scheduling-shifts-for-healthcare-staff-with-sharepoint-and-infowise-formsAbhishek DubeyTuesday, May 5, 2020https://www.infowisesolutions.com/blog/scheduling-shifts-for-healthcare-staff-with-sharepoint-and-infowise-formsAdvanced styling in Modern formsHi, Ultimate Forms' Form Designer is a fantastic tool for creating advanced, responsive modern forms in SharePoint (both online and on premises). Although simple and intuitive at the first glance, it is actually loaded with features that help you implement advanced, multi-stage business solutions directly in your browser, without any programming and, in most cases, without the need for complex workflows. In this article I will focus on the layout and styling part of the form design, without delving into rules or business logic. Let me show you how you can create great looking forms that will work equally well, no matter what type of device you are using. When you first open Form Designer, you will see that the main section of the screen is divided into three parts: <ol> <li>Design canvas - the largest part in the center. This is where you drag your columns and other components and visually design your form.</li> <li>Left pane - here is your toolbox. All the columns in the list are there, waiting to be dragged onto the canvas. You will also see a selection of components, such as buttons or tabs.</li> <li>Properties pane - this is where modify your column/component settings and add business logic rules.</li> </ol> Let's focus on the components first. First of all you will notice there is no table control. If you used to work with other form designers in the past, you are probably used to having to build a table-based grid and and placing your columns, labels and buttons within the cells of that grid. And now you should forget all about that! That's the old way of doing things and it resulted in rigid forms that where tightly tied to a specific device type (usually desktop) and looked horrible when viewed on a phone. In addition, this approach was a pain to use and required long and meticulous adjustments, setting pixel-level dimensions and generally wasting your time on something that computers are much better at than humans. Meet your new best friend, the humble Container! This little component will make creating sophisticated forms so much easier. As its name indicates, the container simply contains other columns/components within itself and controls their layout on the page. You can configure the container to display its child components vertically or lay them out side-by-side in 2 or more layout columns. Because containers are responsive by design, they will automatically adjust their content according to the device. So the same container will display 3 columns side-by-side on the desktop, 2 on a tablet and arrange them all vertically on the phone. No need to mess around with device-specific forms, no need to adjust width or add device-specific CSS. And because containers can hold other containers within them, it opens up unlimited design possibilities. For example, you can have one container with 2 layout columns and place another container with 2 layout columns within it. So now you divided the screen into 3 parts, half and two quarters! You can nest the containers as much and as deep as you need. Bear in mind that you can assign style and permission rules to anything on the form, including containers, so now you can create a fully dynamic form in minutes! Now let's talk about styling. There are several styling options that we have intergated into Form Designer, you will use the one you want for each partcular form (or a combination or 2 or more). <ul> <li>No styling - the form will already look great without any additional styling. It will simply take the styling from your site and just blend in. That's the easiest and most common approach</li> <li>Themes - we currently support 3 themes (and additional 3 themes just for tabs and accordions). Themes control the general color scheme of the form.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200429style1.png" alt="" width="631" height="628" /></li> <li>Style rules - you can apply specific style rules to any column/component. You can control things like font, color, background color, border and much more. Style rules can also be conditional and maybe be applied only for specific users or under specific conditions.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200429style2.png" alt="" width="588" height="618" /></li> <li>CSS classes - add your own custom CSS classes to the whole form, overriding the default classes. You can assign a custom class name to any column/component to target it through your CSS classes. It's a more advanced option, that requires some knowledge of how CSS works. F12 is your best friend here.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200429style3.png" alt="" width="629" height="505" /></li> <li>CSS file - you can create a CSS file, place it in a document library (or on CDN) and reference it from all your forms. This is the best solution when trying to apply some sort of uniform look and feel in your organization. Again, you can specify custom class names for your components (basically anything you want, just no spaces) and target them through the CSS file.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200429style4.png" alt="" /></li> </ul> Just to illustrate how an external CSS file would work like, this is my simple file's content: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200429style5.png" alt="" width="477" height="223" /> Once I add it to the form, it overrides the way file attachments look like (making them look huge, for no particular reason): <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200429style6.png" alt="" width="785" height="188" /> As you can see, there are a lot of options to choose from. Try and see what works best for you in each particular case and, most importantly, have fun doing it! &nbsp;https://www.infowisesolutions.com/blog/advanced-styling-in-modern-formsVladi GublerWednesday, April 29, 2020https://www.infowisesolutions.com/blog/advanced-styling-in-modern-formsSharePoint and Office 365 for Healthcare Project Management<h2>SharePoint and Office 365 for Healthcare Project Management in the Era of COVID-19</h2> "Overall, it's been great to have a main hub for our talent acquisition department to use for SOP's, templates, documents, and everything else consistently referenced. It's a knowledge hub for us." &nbsp;&ndash; <a href="https://www.capterra.com/p/1167/SharePoint/reviews/">SharePoint Review</a> The recent outbreak of COVID-19 has sent the healthcare industry into overdrive. <a href="https://www.nytimes.com/2020/03/16/us/coronavirus-doctors-nurses.html">Healthcare workers are sacrificing a lot</a>, working extended shifts, avoiding going home, or quarantining themselves due to fear of bringing coronavirus home. Under these circumstances, the last thing they need is inefficient processes, preventing them from doing what they do best; provide optimal patient care. To eliminate inefficient processes, the healthcare industry can leverage advanced solutions such as SharePoint and Office 365. With SharePoint and Office 365, healthcare organizations can automate the repetitive and time-consuming process, ensure compliance, enhance communication and collaboration, and modernize and improve patient care. In this article, we'll review how healthcare organizations can use SharePoint and Office 365 to manage COVID-19 related projects and the benefits of using it as a project management solution. <h2>Healthcare Industry can Leverage SharePoint and Office 365</h2> Healthcare organizations can use SharePoint to manage all of their projects. Here are a few ways they can use Office 365 and SharePoint to manage COVID-19 related projects. <h3>COVID-19 Specific Site</h3> Healthcare organizations can create a separate site for COVID-19, where they can add relevant information, initiatives, guidelines, etc. They can further categorize the site for different stakeholders; they can create one for the general public and one for their staff. In the general public site, they can add information about the coronavirus, provide preventative measures, etc. They can publish online forms which patients can fill from their home in case they contract the virus. By filling out the forms digitally, patients and healthcare workers can save a significant amount of time. For the employees, they can add organizational policies, SOPs, and much more. They can even use SharePoint to let healthcare workers know about their work shift, even notify them about an appointment. <h3>Self Screening Tool for COVID-19</h3> Due to a limited number of test kits, coronavirus tests can't be performed on everyone, especially those feeling mild symptoms, as these symptoms are relatively similar to those of flu and cold. Health authorities of several countries have provided guidelines about the qualification of patients to get tested. By doing so, healthcare authorities are making sure that the tests are taken by those who need it. As an accessory of the COVID-19 test, healthcare organizations can create a self-screening tool using Office 365 so people can assess if they need medical attention or not. This way, a healthcare organization can prevent unnecessary movement of people and aid in the implementation of lockdowns while providing easy access to patient care. <h2>Why SharePoint for Project Management?</h2> The four essential elements a capable project management solution must have are; <ul> <li>Document Storage</li> <li>Site collections, repositories, and applications</li> <li>Customization</li> <li>Permissions and security</li> </ul> With SharePoint you get all these essential elements and components in the shape of; <ul> <li>Lists</li> <li>Web parts</li> <li>SharePoint sites</li> <li>Site collections</li> </ul> <h4>Lists</h4> The resources you use to handle a project in the simplest sense are 'lists' of items; it could be a list of tasks, project statement, hazard list or hazard register, etc. You may also add a list for the following processes to a SharePoint account. <ul> <li>A list of tasks with the ability to indent / outdent, transfer tasks and organize a framework for work breakdown</li> <li>Create a documents library with strong native SharePoint capabilities, including co-authoring, check-in / out, version control, etc.</li> <li>Project Issues, Risks, Project Statement, etc.</li> </ul> Ultimately, with each list, you are adding project management processes that you need to your SharePoint site. <h4>Web Parts</h4> You keep track of the work and submit updates to your SharePoint Lists, but you need a way to generate reports on the lists to track your progress; that's what web parts are. They provide you with a dashboard of the tasks or items on the lists for easy monitoring and reporting of the progress. You can have web parts in your SharePoint reporting section for the following; <ul> <li>Open issues</li> <li>Work Overdue</li> <li>KPIs and traffic light indicators</li> <li>Charts for reporting Tasks by Status, and more.</li> </ul> <h4>Sites</h4> Through lists and web parts, you can easily monitor and update progress, and communicate through project management dashboards about what is happening in the project. With a SharePoint site for your project, you can bring all these separate components together, including all your lists, web parts, and document libraries, into one unified shared project site. <h4>Site Collections</h4> A site collection is a collection or group of multiple SharePoint sites. With the help of site collections, project managers can manage several individual projects in different SharePoint pages, and link them together in a list of sites. This provides easy access to all ongoing or finished projects within the project office. <h2>Conclusion</h2> Healthcare workers are our heroes, and we must do everything we can to make things easier for them. With SharePoint and Office 365, healthcare organizations can bring efficiency to their business processes and provide optimum patient care. They can use MS Teams for video consultation to provide support or to discuss the ongoing pandemic with health professionals around the globe to create effective solutions. The best thing about SharePoint and Office 365 is that it follows regulatory compliances, including HIPAA, which means that the healthcare industry can use it without worrying about compliance issues. Follow the guidelines provided by the authorities, practice social distancing, wash your hand, and wear a mask.&nbsp; <strong>Wishing you and your family the best of health!</strong>https://www.infowisesolutions.com/blog/sharepoint-and-office-365-for-healthcare-project-managementAmir ShingrayWednesday, April 29, 2020https://www.infowisesolutions.com/blog/sharepoint-and-office-365-for-healthcare-project-managementUsing Ultimate Forms in Microsoft TeamsHi, Microsoft Teams is becoming a central tool in almost every organization, especially considering the ongoing health crisis. Here, at Infowise, we also use it extensively, I would even say it's our main tool! Ultimate Forms helps you create amazing, advanced business solutions based on your SharePoint list and document libraries, using nothing but your browser! Anything from simple Vacation Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code. So as you see, a combination of Teams and Ultimate Forms would be a killer! And so we tried that, found some issues, resolved them and are ready to show it to you. Let's start from the end result, so I don't try your patience: <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams1.png" alt="" width="1275" height="686" /> What you can see here is our Rollup web part that can be used to display information from one or many lists. We are going to be using this web part as our list viewer. <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams2.png" alt="" width="1275" height="747" /> This is a list item in our Modern edit form. Looks exactly the same as in the browser, right? And how about mobile? Well, here you go: <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams3.png" alt="" width="375" height="771" /> <p style="text-align: left;">Pretty cool, right? This is actually a very simple form, without any of the fancy bells and whistles you would normally add, such as tabbed interface, column permissions, dynamic rules and so on, all the goodies Ultimate Forms is packed with! <p style="text-align: left;">And how about a dashboard? <p style="text-align: left;"><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams4.png" alt="" width="1259" height="804" /> <p style="text-align: left;">OK, ready to build something like this yourself? Here we go! <p style="text-align: left;">First of all, this is really all Office 365 stuff. I'm not sure if it would work on premise, my understanding is that currently it's not possible. But if it ever is, we will be able to support that as well. <p style="text-align: left;">So the first thing we need to do is make sure our site has Ultimate Forms installed and Ultimate Forms Extensions are either installed on the site or deployed to all sites from App Catalog. Without these two components it won't work and no point in reading the rest of this article. <p style="text-align: left;">Good, so now we need to either choose a list we will be integrating in Teams or creating a new one. Once we have the list, we can create a Modern form for it using Form Designer (a component of Ultimate Forms) <p style="text-align: left;"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams9.png" alt="" width="857" height="556" /> <p style="text-align: left;">Don't forget to Publish when done! <p style="text-align: left;">Next, we want to create a new Rollup profile. We have to use a Rollup to display our list information and not rely on the SharePoint list views, as regular list views won't be able to open Modern forms in Teams due to their technical limitations. <p style="text-align: left;">Click on Rollups in Ultimate Forms and create a new profile: <p style="text-align: left;"><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams5.png" alt="" width="932" height="777" /> <p style="text-align: left;">This is the first tab. The important things here are to enter a meaningful title, as we will need it later. Under Template List, select the list you chose or created. Rollup is capable of showing combined information from multiple lists, in which case we use Template list to know which columns to display in the view. In our case, we will be using just one list (but of course you can use more than one, it's up to you). <p style="text-align: left;">Under Grouping you can select Site, List or None. For a single list, None makes the most case. If you want your users to be able to add new item, mark that checkbox as well. <p style="text-align: left;">Now it's time to enter one (or more) data sources. These point to the list where the actual data resides: <p style="text-align: left;"><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams6.png" alt="" width="925" height="718" /> <p style="text-align: left;">A true wealth of options here! You can point to a whole other site, choose lists by type or template, or choose specific lists, that's the option we will be using here. So: <ul> <li style="text-align: left;">Site - current site, unless you want to do a cross-site rollup</li> <li style="text-align: left;">Scope - Single site (that's the only option that allows selection of specific lists)</li> <li style="text-align: left;">Locate by - Specific lists</li> <li style="text-align: left;">Choose the list[s] you want. Generally for the purposes of this tutorial, it's the same list we chose/created earlier and also used as our Template list.</li> </ul> Save the data source, then save the profile. Let's now create a page for the Rollup. Once you created a page, add a web part to it called Infowise Rollup: <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams7.png" alt="" width="300" height="343" /> Next, open the web part properties to select the Rollup profile we created earlier. Note that the profile selection dropdown might take a couple of seconds to fill up: <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams8.png" alt="" width="620" height="500" /> Publish the page. You are now ready to add it to your Teams. Open Teams and go to your team (under Teams in the left menu). Next, we need to add an app to display our page. On the top menu of the team, click on the plus sign on the right to open the app picker: <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams10.png" alt="" width="640" height="324" /> Choose SharePoint app here: <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams11.png" alt="" width="702" height="930" /> Next, select the SharePoint page (assuming that the current team is linked to the site where the page resides: <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams12.png" alt="" width="622" height="626" /> Or just enter the page URL directly: <img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200424teams13.png" alt="" width="611" height="628" /> Save and that's it. You can now explore and work with your list directly from Teams!https://www.infowisesolutions.com/blog/using-ultimate-forms-in-microsoft-teamsVladi GublerFriday, April 24, 2020https://www.infowisesolutions.com/blog/using-ultimate-forms-in-microsoft-teamsHealthcare Project Management and Workflow Automation with SharePoint<em>"We use SharePoint to share documents on our corporate homepage. It houses all of our corporate documents or documents by the department. It is an easy place to share and edit heavily used documents across our large organization. It integrates with Microsoft Office, which has been a great feature; each department has their own SharePoint site where you can limit and edit access to these points, and you can easily share and review documents."</em> &ndash; SharePoint review by Alex R., Hospital, and Healthcare. Healthcare projects are increasingly focusing on implementing innovative technologies such as Office 365 and SharePoint to bring cost-effective improvement in inpatient care. Common healthcare projects include paperless electronic healthcare records, cloud computing, AI, and big data. Healthcare teams work within strict data and security protocols while following compliance, which requires a comprehensive risk management approach. Healthcare programs have to be delivered in challenging, heavily regulated, multi-stakeholder environments with finite resources. The healthcare industry experiences several obstacles and challenges, with effects on project teams,&nbsp;managers, and patients. Such challenges may include: <ul> <li>A continuous flow of new patients</li> <li>Health staff scarcity.</li> <li>Manual, time-consuming paper-based processes.</li> <li>Outdated systems causing inefficiencies.</li> <li>Insufficient access to medical records.</li> <li>Communication gaps.</li> <li>Inefficient collaboration between care teams, external stakeholders, and trustees.</li> </ul> <h2>SharePoint for Healthcare</h2> By using SharePoint, the healthcare industry can streamline and automate inefficient processes in a cost-effective manner and improve patient care. The Healthcare industry can unlock the following benefits by using SharePoint. <ul> <li>Increased and Efficient Collaboration</li> <li>Automated Workflows</li> <li>Document Management</li> <li>Permission Management</li> <li>Security and Privacy</li> </ul> <h3>Increased and Efficient Collaboration</h3> Create an intranet for your employees in SharePoint; they can access the intranet from any device to collaborate and work together. You can also create portals for patients so they can connect with their doctors and gain easy access to their information, i.e., medical records, test results, and more. The Healthcare industry can use SharePoint to unlock a collaborative approach for patient care. Care team members can share medical records with other doctors and consultants in a secure environment. It allows them to implement a patient-centred and value-based healthcare system with the ability to resolve challenges and limitations faced by the industry. Project administrators can create and customize dashboards for stakeholders according to their needs, providing them enhanced user experience.&nbsp; <h3>Automated Workflows</h3> There are several manuals and time-consuming processes in the healthcare industry, such as registration, documentation, filing, processing, and storing records. These inefficient processes consume a considerable amount of time of the care team members, which they can use to provide patient care. SharePoint tackles this problem effectively via built-in templates and clause libraries, which the care team members can use to create everyday documents, including contracts, admission forms, consent forms, and much more. With SharePoint care, team members can streamline processes, ensure regulatory compliance, and increase collaboration. You can track processes from anywhere you want, at any time, using any device. By automating workflow using SharePoint, you can enhance communication between team members and improve process efficiency. Hence, SharePoint as a healthcare solution enables you to save time spent doing manual and repetitive processes that you can use to provide patient care. <h3>Document Management</h3> A critical problem healthcare organizations are facing today is managing confidential and traceable healthcare records. SharePoint as a document management system allows the healthcare industry to create and maintain a centralized repository for storing different healthcare documents with fast and easy access. The healthcare documents can be of any kind, health records, prescriptions, doctors' notes, test results, etc. SharePoint's search feature allows team members to use keywords or full-text to search for the required content across integrated systems. Administrators can control the access and define the role of the team members for document access and editing within the company according to their position. Team members can improve patient care by sharing medical records and information with consulting doctors and other care members in a secure environment. <h3>Permission Management</h3> You can create a safe and secure environment in SharePoint by restricting or limiting user access, defining roles for downloading or editing of essential documents. SharePoint security management's user permissions function allows you to define roles and ensure your documents are managed safely. Privacy and security issues could drain your time, energy, and resources, but you can reduce your burden by choosing SharePoint as a healthcare solution. The best thing about SharePoint is that it is compliant with health industry regulations, including HIPAA, making it the perfect option for health care project management. <h3>Security and Privacy</h3> Microsoft has developed SharePoint and Office 365 to follow compliance by taking into account the pressing needs of security and privacy required by multiple industries, especially healthcare. Healthcare organizations can rely on SharePoint because the healthcare information stored within the system is secured and protected. Advanced Security Management, a smart feature of SharePoint, identifies sensitive information when uploading data, and sends notifications to end-users so they can block or allow the process. Hence, healthcare providers can conveniently ensure the quality and confidentiality of electronically protected health information (ePHI) in SharePoint. With SharePoint, healthcare providers can set up retention policies for records and ensure that the healthcare records are destroyed after six years, as required by HIPAA regulations. <h2>Conclusion</h2> SharePoint can be implemented in any department of any industry, from finance to HR; it can help bring efficiency to the business process through automation. You can use it as an employee management system, a document management system, a project management system, or any other way you want, rest assured that it's going to fulfill the unique requirements of your business process. If it lacks behind in some way, you can integrate <a href="https://www.infowisesolutions.com/">SharePoint portals</a> and increase the capabilities of SharePoint. The healthcare industry can benefit from SharePoint and Office 365, as they easily automate their processes and assure regulatory compliance without breaking their banks. <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Infowise-Covid-19.png" alt="Infowise Solutions for Healthcare" width="700" height="443" /> Research institutes, University medical systems, and single physician practices are leveraging the power of <a title="Infowise Solutions" href="https://www.infowisesolutions.com/ultimate_forms"><span class="uf">ULTIMATEforms</span></a> and the collaborative reach of the SharePoint platform to enhance productivity and maximize efficiency every day of the business calendars. <a title="Infowise quick start" href="https://www.infowisesolutions.com/start" rel="noopener">Start a free trial today</a> and contact us if you require further support or <a title="Infowise training" href="https://www.infowisesolutions.com/instructor-led-training">training.</a><br /><br /> &nbsp;https://www.infowisesolutions.com/blog/healthcare-project-management-and-workflow-automation-with-sharepointAmir ShingrayFriday, April 24, 2020https://www.infowisesolutions.com/blog/healthcare-project-management-and-workflow-automation-with-sharepointCreate new columns directly in Form DesignerHi, Since our Form Designer was released about a year ago, it's been very positively received by our customers. Being able to create advanced Modern forms both in Office 365 and on-premises, while still maintaining a clean and simple user interface is its main selling point, especially with novice users, while the actual wealth of features, such as conditional permissions, flexible responsive layout, sophisticated validation rules and styling, appeals to experts. And now it's getting even better! You can now create new columns directly from Form Designer, on the go, without having to interrupt your creative flow!<br />We support creation of built-in column types (text, number, date, lookup, etc.) as well as all our special columns, such as Associated Items or Signature. Just click on "New column" under your list columns in the left pane of Form Designer, it will open up the column creation form on the right. Choose the column type, enter all the required properties and click Save. The column will be created and added to the list of columns on the left, ready to be added to the form. You can later manage this column the same way as all the other columns, there is absolutely no difference! Enjoy!https://www.infowisesolutions.com/blog/create-new-columns-directly-in-form-designerVladi GublerTuesday, April 21, 2020https://www.infowisesolutions.com/blog/create-new-columns-directly-in-form-designerSharePoint and Office 365 in times of the global pandemic of COVID-19<p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><em style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">"This has especially been a great asset during forced work-at-home time. It allows my team to continue to work together as if in person. I love that this enables our team, all working from various locations, to collaborate and work on the same things without having to use shared drives on our work computers."</span></em> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><em style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&ndash; SharePoint review by Chelsea D., Clinical Manager</span></em> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Due to the outbreak of the COVID-19 coronavirus, companies around the world are mandating remote work for business continuity. This led to an increase in the demand for tools that enable remote work and increase collaboration. SharePoint and Office 365 are among those high in demand tools that enable remote work, help team members to stay productive, and enable real-time collaboration. In this article, we'll review Microsoft Office tools and SharePoint for remote work and collaboration.&nbsp; <br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint has been around for almost two decades, and it is Microsoft's most popular enterprise-ready web service. It can be used for storing data, increasing team collaboration and for document management in high-demanding enterprise environments. Administrators can use SharePoint to create easy-to-use SharePoint sites for multiple purposes, including project management, employee onboarding, document management, and much more. With SharePoint you get the following benefits;</span> <ul style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Unmatched Collaboration:</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Team members can stay connected from remote locations and collaborate on the assigned projects, thanks to co-authoring, multiple users can work on the same file, at the same time, with real-time updates in the file.&nbsp;&nbsp;</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customization:&nbsp;</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is highly customizable; administrators can customize their SharePoint according to their needs. They can even integrate out of the box SharePoint portals according to their industry needs. If you are looking for easy to use, highly customizable SharePoint templates, try&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/" rel="noopener"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise solutions.</span></a><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Centralized Administration:&nbsp;</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thanks to centralized administration, administrators can assign roles to team members. Assign sharing and editing roles as needed.&nbsp;</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Security and Integrity:&nbsp;</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Not only is SharePoint follows compliance such as HIPAA, but it is also highly secure due to multi-layer security features like two-factor authentication, permission management&nbsp;</span></li> <li style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Easy to use:&nbsp;</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint and Office 365 are easy to use enterprise solution, which helps businesses save cost and time spent in training the employees to use the platform. <br /></span></li> </ul> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Teams</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Due to a sharp increase in the demand for a video conferencing tool, Microsoft has made the full version of Microsoft Teams available for free as part of their E1 payment plan for Office365. It is one of the most efficient software currently available in the market, allowing team members to stay connected and enabling collaborative work. With Teams, you can quickly reach out to any member of your team, share files with team members, conduct team meetings, and much more. It's an all in one solution for collaboration and remote work. <br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">OneDrive</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Unlike an office environment, you can't hand over a print-out of a file to your coworker when working from home. But with OneDrive you can easily share files and folders with your team members; the file type can be of any kind, whether it's a text document, audio, video, complete project or more.<br /><br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Word and Excel&nbsp;</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">One of Office 365's advantages is its collaborative functionality integrated into native programs like Word and Excel. In Word, for example, you can add comments to your document so that others can respond and provide their input. This mimics the processes of a team meeting where many people can open the document at once and edit it at the same time when the document is uploaded to OneDrive or SharePoint.<br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">OneNote + Outlook</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Although you can eliminate the need for email if you are using SharePoint or MS Teams but still if you prefer email, you can use Outlook and pair it with OneNote (expected to discontinue in October of this year) during remote work. Why? Because It can get a bit hectic when you're working from home, and it may be hard to stay on top of the required work. Fortunately, you can use OneNote integrated with Outlook to help improve your collaboration via email. Outlook alone, as we've mentioned before, is a perfect way to communicate, but when combined with OneNote, you can do a lot more.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">For example, team members can convert Outlook emails into notes, attach a message, and send it to fellow team members. If you use MS Teams or Skype (expected to discontinue in June 2021), you can share the OneNote file with your team members individually or with everyone during a team meeting. You can also add it to your OneNote notebook and take extra notes, and even use it to create tasks on Outlook.<br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h2> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This coronavirus outbreak is a test for all; businesses are required to pivot their processes into a collaborative remote working environment. To successfully achieve that, businesses must use the right enterprise solutions. SharePoint and Office 365 are more than capable of handling your remote working needs and providing unmatched collaboration. And with SharePoint's customization capabilities and industry-based or business process based SharePoint portals, you can enhance your SharePoint's capabilities even more. Business continuity is important in order to prevent another catastrophic situation of unemployment after this pandemic is over; that's why companies must provide remote work options if they can, instead of firing employees.&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">More importantly, we all must adhere to the guidelines provided by the local authorities, practice social distancing, wash our hands, wear a face mask, and care for those in need.<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Wishing the best of health to you all!</span></strong> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;https://www.infowisesolutions.com/blog/sharepoint-and-office-365-in-times-of-the-global-pandemic-of-covid-19Amir ShingrayMonday, April 20, 2020https://www.infowisesolutions.com/blog/sharepoint-and-office-365-in-times-of-the-global-pandemic-of-covid-19Visitors Pass Application using SharePoint for Leading Hospital<p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hi Readers, I hope you all are doing good and taking care of yourself and your surroundings. In these times, it's imperative to take care of yourself and your family; this is the only way we can fight this pandemic.<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I am writing this blog about one of my recent projects with a leading hospital. We have developed a Visitors Pass application using SharePoint and Infowise <a title="Infowise Ultimate Forms for Healtchare" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Ultimate forms</a>. This project is a result of the COVID-19 pandemic, the Hospital was manually doing all the visitor entries, and sometimes they don't have a record of visitors like the vendors, contractors and temporary workers. So our new online system for visitor pass helped them to track each visitor and reduce human interaction, which is a primary requirement to minimize the spread of COVID-19.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Now it seems, Infowise forms are part of all my SharePoint projects. Infowise becomes my first choice when we need to create the forms. And with the available features and easy to use interface, it's quite time-saving and worth working with.<br /><br /></span> <p style="color: #0e101a; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">_________________________________<br /><br /><em>The pass is intended for visitors who come to the hospital for different purposes, such as business meetings, contracting, auditing, research associates, technicians of medical equipment, pharma sales agents, vendors and members from NGOs and community groups associated with the Hospital.</em><br />________________________</span> <p style="color: #0e101a; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: right;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Technology is playing a very important role in this time of COVID-19. In the healthcare industry, where people depend on in-person meetings or manual processes, COVID-19 has changed all the traditional methods or workplace interactions. Due to COVID-19 spread, the client was looking for some solution that can help them to collect and keep up all visitor data so that they can trace them in the future if needed. As a precautionary step and a mandatory action for all public places, they wanted to track each visitor, and most importantly, they wanted to minimize or better eliminate direct human contact between staff and official visitors.&nbsp;<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With that, they also want their team to be able to make some small changes in the future based on requirements without needing any help from IT support. As I mentioned in one of my previous blogs, managing the apps is very easy if you have used the <a title="Infowise Ultimate Forms for Healthcare " href="https://www.infowisesolutions.com/ultimate_forms">Infowise Forms</a> in your applications.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Visitor Pass</span></strong><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, this needs to be a form for the gate coordinators. All the gate coordinators can use this information at their systems; also, if required, an <a title="Infowise Alerts" href="https://www.infowisesolutions.com/product/SmartAlertPro" target="_blank" rel="noopener">alert</a> can be generated for gate coordinators to give any more information about the visitor. This alert method helped a lot in COVID-19 impacts as the coordinator directly gets the alerts on systems, and they don't need to interact with the visitor for longer times. A printed copy of that gate pass needs to be provided to the visitor, and there should be a record of all the visitor passes generated for future reference.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To give you more context of the problem we were tasked to solve, this gate pass is not for visitors of patients. The pass is intended for visitors who come to the hospital for different purposes, such as business meetings, contracting, auditing, research associates, technicians of medical equipment, pharma sales agents, vendors and members from NGOs and community groups associated with the Hospital.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Below are the fields which we have used to generate a gate pass:<br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; &nbsp; <table style="height: 752px; width: 99.9076%; border-style: solid; border-color: #a6a1a1;" border="1" cellpadding="4px"> <tbody> <tr style="height: 47px;"> <td style="width: 193.2px; padding: 5px 15px; border: 1px solid #bbbbbb; height: 47px;"><strong>Field</strong></td> <td style="width: 203.8px; padding: 5px 15px; border: 1px solid #bbbbbb; height: 47px;"> <p style="margin-top: 15px;"><strong>Type</strong> </td> </tr> <tr style="height: 46px; background-color: #f2f2f2;"> <td style="height: 64px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Visitor No. </td> <td style="height: 64px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Number type (auto-generated) </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Visitor Name </td> <td style="height: 46px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Text </td> </tr> <tr style="height: 46px; background-color: #f2f2f2;"> <td style="height: 46px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Visitor Contact </td> <td style="height: 46px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Number </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Date </td> <td style="height: 46px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Date and Time </td> </tr> <tr style="height: 10px; background-color: #f2f2f2;"> <td style="height: 50px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Meeting With </td> <td style="height: 50px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Text </td> </tr> <tr style="height: 46px;"> <td style="height: 50px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Purpose </td> <td style="height: 50px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Text (Multiple Line) </td> </tr> <tr style="height: 46px; background-color: #f2f2f2;"> <td style="height: 20px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Address of Visitor </td> <td style="height: 20px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Text (Multiple Line) </td> </tr> <tr style="height: 46px;"> <td style="height: 10px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Estimated Visiting Time </td> <td style="height: 10px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Text </td> </tr> <tr style="height: 46px; background-color: #f2f2f2;"> <td style="height: 64px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Appointment Confirmed </td> <td style="height: 64px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Choice (Yes/No) </td> </tr> <tr style="height: 46px;"> <td style="height: 50px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">In Time </td> <td style="height: 50px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Date and Time </td> </tr> <tr style="height: 46px; background-color: #f2f2f2;"> <td style="height: 50px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Out Time </td> <td style="height: 50px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Date and Time </td> </tr> <tr style="height: 23px;"> <td style="height: 10px; width: 193.2px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Valid Till </td> <td style="height: 10px; width: 203.8px; padding: 5px 15px; border: 1px solid #bbb;"> <p style="margin-top: 15px;">Date and Time </td> </tr> </tbody> </table> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&nbsp;</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;We created a SharePoint list and used Infowise forms to customize that, Infowise is made for this type of work, it's best suited and has all the required features which we need to develop this and complete the task.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Here is the Infowise form designer landing page:<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-Hospital-pass-5.png" alt="" /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Below is the screen which we have developed for gate coordinators:</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-Hospital-pass-1.png" alt="" width="700" height="299" /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In the above screen, we have fields to add visitor details. Using Infowise forms, we have the option to customize the form and get the desired UI. I remember how we used to do this in InfoPath and then in between we lost because there were some limitations that came in the middle of the projects while using InfoPath, people who have worked in InfoPath will understand this. Now, when we use Infowise forms with SharePoint, we don't have that limitation thing, they have added so much into this tool that I don't think it's possible to use all the features in one application. I am using Infowise for quite some time now, and I haven't used all the available features of this tool. With this, they always come up with a new addition to the tool, so it's always great to explore and use this.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The next screen we have created is for visitors. This is the gate pass which visitor will carry and show in different gates. This is the print view of the form, and we can easily generate this using Infowise, below is the screenshot of the print view.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-Hospital-pass-2.png" alt="" /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Record keeping and using the information in the future is very easy in SharePoint, and with Infowise we have the option to display in our required manner. Using SharePoint lists and Infowise features, we have options available to show the reports in different ways, we can even create dashboards using Infowise charts, but in this case, we just need a database where they can see all the visitor pass generated. So we just used a report view of the list.&nbsp;<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-Hospital-pass-3.png" alt="" /> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Below are screenshot setting alerts options:<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-Hospital-Pass-4-N.png" alt="" /><br /><br /> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This record-keeping is very important in hospitals because there are security issues, and multiple times they have to give this information to local government security agencies and so this needs to be updated and safe.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Finally, we have trained their team on how to use the Application, small changes that are not related to the application backend can be done by their team, and one of their team members was also trained in Infowise designer for forms. Which helps them in a great way.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thank you for reading this, and I will come up with my new experiences in the future, till then take care and enjoy developing no-code solutions using Infowise and SharePoint.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Disclaimer: Images are taken from dummy applications.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;https://www.infowisesolutions.com/blog/visitors-pass-application-using-sharepoint-for-leading-hospitalAbhishek DubeyThursday, April 16, 2020https://www.infowisesolutions.com/blog/visitors-pass-application-using-sharepoint-for-leading-hospitalExchange and DB data source support in client-side calendarHi, As you might know, some of our Ultimate Forms web parts in Office 365 come in two flavours: <ul> <li>Original app parts - this version uses the technology that was originally available with SharePoint apps. App parts are basically frame that display information from the app within the host site. Being frames, they are not able to intergrate seamlessly within the page, for instance, they do no resize properly. This technology is considered deprecated and the app parts only exist for backward compatibilty.</li> <li>Client-side (SPFX) web parts - the new technology that uses a JavaScript framework to render advanced web parts directly within the browser. These web parts are installed as part of our Ultimate Forms Extensions app. We are only continuing to develop these web parts.</li> </ul> Calendar is one of the web part that is available in both version. Until now, the client-side version was in preview mode and could only access SharePoint data sources. Starting today, it can also access Exchange Online and DBs! NOTE: you must upgrade Ultimate Forms Extensions to version 1.2.0.0 or up to be able to access Exchange Online. Once you install the new version, you need to grant the app access to Microsoft Graph Calendar client API. You can do that under SharePoint Administration -&gt; Advanced -&gt; API access. When you add or update a new Exchange Online data source, you will be prompted to provide administrative permission grant to access your Exchange Online. It's a security feature intended to prevent unauthorized users from being able to set up calendars. Make sure to log in as a global administrator to be able to save your Exchange data source. To access DB data sources, you need to provide an ODBC connection string for your database. Note that the database must be accessible from the outside of your organizations, by our servers. You might need to add an exception to your firewall rules.https://www.infowisesolutions.com/blog/exchange-and-db-data-source-support-in-client-side-calendarVladi GublerTuesday, April 7, 2020https://www.infowisesolutions.com/blog/exchange-and-db-data-source-support-in-client-side-calendarWork Remotely: SharePoint during the Covid-19 Pandemic&ldquo;We like to give people the freedom to work where they want, safe in the knowledge that they have the drive and expertise to perform excellently, whether they are at their desk or in their kitchen. Yours truly has never worked out of an office, and never will.&rdquo; &ndash; Richard Branson, Founder and CEO of Virgin The Covid-19 pandemic has taken the world by the storm; countries are implementing complete lockdown to contain the spread of the infectious disease. Schools have suspended their classes, factories are shutting down, and every single industry is getting affected by the Covid-19 outbreak. According to an <a href="https://www.bloomberg.com/graphics/2020-coronavirus-pandemic-global-economic-risk/">estimate</a>, the coronavirus outbreak may cost $2.7 Trillion to the global economy. During these hard times, previously considered as a luxury, remote work has become a necessity to keep businesses afloat. To enable remote work, Microsoft is offering its collaboration and video-conferencing tools free. A limited version of Microsoft Teams was previously available for free, but due to the Covid-19 outbreak, Microsoft has made the premium version of Microsoft Teams available for free, as part of a six-month trial offer for Office365. SharePoint and Office 365 are among the top options currently available in the market that enables remote work. And when you integrate add-ons, such as <a title="Infowise a powerful add-on to SharePoint" href="https://www.infowisesolutions.com/ultimate_forms" rel="noopener">Infowise Ultimate Forms,</a> SharePoint becomes a force to be reckoned with. SharePoint integrated with a dedicated <a title="Infowise Solutions" href="https://www.infowisesolutions.com/solutions" rel="noopener">Infowise&rsquo;s solution</a> provides several benefits, including. <h2>Automation</h2> Widely popular as a collaborative tool, SharePoint Online provides tools that help automate your business processes and empower end-users to create their own automated workflows in real-time with little or no technical know-how. Through its automation feature, SharePoint allows you to eliminate repetitive tasks and streamline your business process. SharePoint and Infowise Ultimate Forms integration help provide more stable and practical automation. Team members, as in the example in healthcare can build workflows with notification capabilities regarding insurance authorization approvals, or notify hospital staff about schedule changes. <h2>Co-Authoring</h2> SharePoint and Office 365 support co-authoring, enabling users to work together on the same document in real-time. During the Covid-19 outbreak, students can work together on their group projects from their homes by using the co-authoring feature. It is available for Word, PowerPoint, OneNote, and Visio and if your SharePoint uses Office Web Apps Server, you can co-author in Word, Excel, PowerPoint, and OneNote. <h2>Shared Database</h2> OneDrive in SharePoint and Office 365 provides storage of up to 25 TB; you can store all your documents, contacts, profiles, responsibilities and more. The database is shared across the company, which aids in document management. To further facilitate document management, users can use the search and filter option to locate the required file quickly. <h2>Industry-Specific Benefits of SharePoint</h2> Healthcare and education are the two industries that require an urgent remote working solution. Healthcare, because the Covid-19 outbreak has forced healthcare workers to work overtime so they can facilitate patients. And as schools have shut down indefinitely, the education sector requires a powerful video conferencing and document management solution so that students can continue their studies from home. The reasons why you should use SharePoint and Office 365 for healthcare and education sectors are mentioned below. <h2>Healthcare</h2> A healthcare solution has to follow multiple regulatory compliances, including, HIPAA, SOC 1, SOC 2, SSAE 16, ISO 27018, ISO 27001, and EUMC. Office 365 and Microsoft Teams are part of the Tier-D category of security and compliance, which means they comply with all the compliances mentioned before. Ms Teams can be extremely useful for care teams to provide patient care to those suffering from the novel coronavirus or those who may think they are showing symptoms. As the governments across the world are asking patients to quarantine themselves, hospitals can use Teams to provide virtual consult to those in quarantine. The patients don&rsquo;t require an MS Teams account to get a diagnosis; all they need is a web browser and an internet connection. By doing so, patients can eliminate the risk of spreading the virus to others and still get quality medical care. The quarantine can <a href="https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3323345/">negatively impact</a> the mental health of the patient; care teams can use MS teams to provide counsel and therapy to those in quarantine. The symptoms of Covid-19 are fairly similar to common flu and cold; people may get confused due to the similarity. Healthcare organizations can use Infowise Ultimate forms to create powerful SharePoint based forms to eliminate the confusion. <h2>Education</h2> The education sector has come to a stand-still since the Covid-19 outbreak; several countries have shut down schools and universities to protect the students. Because we still don&rsquo;t know how long it will take to stop the spread of the virus, it is vital to adopt alternative means to provide education to the students. Educational Institutes can use SharePoint and Office 365 to facilitate students; MS teams can be used to deliver lectures. Two hundred fifty team members can join a video conference in MS Teams, which makes it easier for teachers to teach the whole class at the same time. The Mobile version of MS Teams is also available, which makes it perfect for remote work. Teachers can use SharePoint to create quizzes and tests. The tests can have multiple choice questions or simple yes or no questions. They can score the results, assign a pass or fail grade, and keep track of the students who have taken the tests and the tests they have completed. <h2>Final Word</h2> SharePoint, Office 365, Infowise Ultimate forms, these are solutions that can help you work from home during the Covid-19 pandemic, so the spread of the virus can be contained. These are tough times; we have to stay together and take care of each other. To do that we have to follow the guidelines provided by the healthcare authorities. Only together we can beat this virus, wishing you the best of health. https://www.infowisesolutions.com/blog/work-remotelyiwcol-sharepoint-during-the-covid-19-pandemicAmir ShingrayMonday, March 30, 2020https://www.infowisesolutions.com/blog/work-remotelyiwcol-sharepoint-during-the-covid-19-pandemicAgile Patient Management System using Infowise Forms and Features <h2>Infowise Forms and Features helped me to complete my project before scheduled time: Patient Management System</h2> Hi Readers, I am writing this blog when we have a situation of COVID-19 all over the world. As I mostly work for healthcare systems, development of healthcare applications, portal, and in the area of their process automation, so it&rsquo;s natural to be aware of this and read more and more about the same. At this time when all the organizations looking for solutions where they can minimize direct people interactions. In the healthcare industry, it&rsquo;s very difficult to apply the same, as we need people intervention and communication without any failure, however, there are processes and some other work [the scale of this type of work is very large in modern healthcare industry] which can be done through the automated systems or modern tools. This is a vast topic and opportunity area that we may discuss in any other blog. &nbsp; Today I am trying to share some of my experiences from a previous projects for leading a hospital where we have successfully implemented an online portal for Patient management. I have already provided some details in my previous blog about the same, No surprise, the SharePoint solutions are built using Infowise forms, Charts and other Infowise features. And we used the Infowise features extensively to complete the portal before time, the easy and no code solution from Infowise helped us a lot and so I am here to share my experience with learnings. In my last blog I talked about some of the features which I have used in my project, one of the features is, Convert to PDF option. This is such a great feature and it can be used in so many places to complete client requirements for record-keeping or report generations. <img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/p1.png" alt="Infowise SharePoint patient management system" width="700" height="106" /> One of the other features which we have used is <strong>Infowise alerts</strong> and people can argue, why we need to use Infowise alerts when we already have SharePoint alerts. Here are my top 4 reasons to use Infowise alerts in place of SharePoint inbuilt alerts: <ol> <li><strong>Customized Email Templates</strong>: Believe me if you have to develop the below mail template, SharePoint designer workflow is the option and you need to have advanced skills on that. In my project, there was a requirement to send a notification to different departments and the message and subject line needs to be different for each action. Like I said SharePoint alerts can be used but they don&rsquo;t have basic message customization capability. Infowise alert feature is the answer to this. And certainly, SharePoint developer can create a customized message through SharePoint designer workflows. But think, once you have delivered the system and next day there is a need to add a different alert, in that situation, either we can ask the client to raise a change request and pay the contract amount or we can build a long-term relationship with the client and say, OK, you don&rsquo;t need to come to us and it's easily manageable at your end. We have trained someone from there team and they can easily do that and this is, what customer is looking for in these days. They don&rsquo;t want to raise a change request every alternate day.<br /><br /></li> </ol> <img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/P2.png" alt="Pateint Management system in SharePoint" width="700" height="550" /> You have the flexibility to add different templates for different actions, for item added, modified, deleted or for a specific date. <img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/P3.png" alt="" /> <ol start="2"> <li><strong>Business Days Alerts<em>: </em></strong>This is one of the features which can save your development efforts many folds. In my Patient Management System, due to some maintenance activities, there is a need that they don&rsquo;t want to send alerts on Sundays, this can be easily achieved in Infowise alerts and easy to manage as well. Think about this feature and think about how you will develop if you don&rsquo;t have this ready to use and no code Infowise feature.<br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/P4.png" alt="ShaerPoint Apps- Healthcare" width="700" height="443" /></li> <li><strong> Add CC and BCC option in alert emails</strong>: we had a discussion with the client and in some cases, they wanted to have CC and in some specific cases they also want BCC, and when you look Infowise alerts all this is available just a click away.<br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/P5.png" alt="SharePoint Office 365 create forms for healthcare" width="700" height="440" /></li> </ol> 4: <strong>Customized Condition for What to send</strong>: another option with Infowise alerts is: you can add a customized condition for what information you want to send <img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/P6.png" alt="Office 365 and SharePoint Healthcare Solutions" width="700" height="346" /> The alert feature from Infowise helped me to complete my requirements before the time as I don&rsquo;t have to code and the maintenance plan was also very easy for this. Another feature that I have used in my patient Management portal is the chart part. Infowise chart web part is very easy to use and configure. My only suggestion is, you need to work on your reporting structure first, you need to be very sure about what you need to display, draw a report and finalize that in Infowise chart web part, the time you will put in drawing your report. What all the fields you need? What information do you want to display in the report? Who is the audience? Then you can easily create a good report. Infowise gives you all the solutions and tools to develop your report, charts and dashboards. To cover all the chart feature I need a separate blog but to give you an idea I am sharing a basic report and how I developed that in my project, this is the basic report about patient details (below report is with dummy data, no actual patient details), the client wanted to look into the count of patients by age group for each doctor on daily basis, to develop this I did the following steps <ul> <li>I Already have Age fields in My form which is calculated based on User&rsquo;s DOB</li> <li>There is a date field in my patient registration form, I will use that to give the report.</li> <li>All other data can be used from list as it is, it&rsquo;s all available in Infowise chart options.</li> <li>This is s real-time chart, as soon as we have a patient visit recorded in patient details, the chart gets updated.</li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/P7.png" alt="Infowise Healthcare Solutions" width="700" height="231" /> Disclaimer -: These snapshots are taken from dummy applications. &nbsp; &nbsp;https://www.infowisesolutions.com/blog/agile-patient-management-system-using-infowise-forms-and-features-Abhishek DubeyThursday, March 26, 2020https://www.infowisesolutions.com/blog/agile-patient-management-system-using-infowise-forms-and-features-Facilitating At-Home Workers in SharePoint<img style="display: block; margin-left: auto; margin-right: auto; border: 1px solid black;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/facilitating-workers.jpg" alt="" width="800" height="200" /> It&rsquo;s clear that we are facing a long-term period where most of the work force will now be working remotely using web platforms to access work and to communicate. Businesses need to adapt quickly and decisively to promote good communication and to help employees adapt successfully. It is imperative that businesses provide <strong>tools and structure</strong> in order to facilitate workers in getting information and managing work. <strong>SharePoint and Office 365 provide excellent opportunities to communicate to workers and to facilitate structure in work processes.</strong> <strong>Ultimate Forms provide additional capabilities to make these tools work great.</strong> Here are some recommendations on new processes and tools which should be implemented in SharePoint to promote effective communication and to facilitate remote work processes: <ul> <li><strong>Company Announcements </strong>should be facilitated through the SharePoint home page using structure such as the <strong>News Web Part </strong>to provide daily updates to workers and inform of new policies and processes. This should be tied to automatic <strong>email triggers</strong> so that company-wide communications can be promoted on the home page as well as email in one coordinated process. This must be a priority handled by one manager giving <u>daily updates</u> to emphasize and promote the importance of these changes.</li> <li><strong>A smart FAQ System is vital </strong>to answer the questions that workers will have ongoing. This should be provided in a user-friendly interface where users can drill into specific information and not be overwhelmed with a &ldquo;wall of text&rdquo;. <strong>Accordion sections </strong>can be used to allow expanding information that is specific to the employee.</li> <li><strong>Team Sites </strong>are now a critical tool to manage sharing documents, tasks and information amongst team members. <strong>Team Managers should be trained and assisted to utilize these sites</strong> to promote communication and disseminate tasks and work on a team-wide basis through a central portal. Team Members should check this page on a continuous basis and provide updates to show status on work. <strong>It is especially important to show how these sites should be used as more than just simple document repositories.</strong></li> <li><strong>Employee Portals </strong>should be created that act to manage providing information to employees and to ensure that all employees have reviewed all necessary updates. Like an <strong>Onboarding Process, </strong>it isn&rsquo;t enough to just broadcast updates to employees. Proactive steps should be taken to ensure that employees <strong>sign off that they have read required information</strong>.</li> <li><strong>Guidance should be provided on using web meetings and preferred chat client </strong>since this is now a common and critical means of communicating with other workers. Training and instructions should be provided to help workers effectively participate in and organize these meetings.</li> </ul> Because these changes to our work have come so suddenly and in an unprecedented manor, we are all scrambling to adapt. Now is a critical time for those managing key technology platforms to address the needs of the business to solve these new challenges. Contact Infowise for a web demo so that we can show how our tools let you solve these key challenges.https://www.infowisesolutions.com/blog/facilitating-at-home-workers-in-sharepointWill CooperMonday, March 23, 2020https://www.infowisesolutions.com/blog/facilitating-at-home-workers-in-sharepointExploring the Print and Export featureI&rsquo;ve been updating the tutorials on the Print and Export feature in Ultimate Forms, which has given me an opportunity to reacquaint myself with how cool it is. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-03-11_13-56-12.png" alt="" width="700" height="431" /> If you&rsquo;re not familiar, here&rsquo;s a quick overview: The feature allows you to create templates for anything from a simple printed table to very unique and brand-specific reports, invoices, or other documents. You can work with whole lists, list items, or even calendars. At its simplest, it&rsquo;s as easy as selecting field names from a menu. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-03-11_10-01-23.png" alt="" width="700" height="460" /> Add a custom header and footer and adjust the look and feel for fonts and font sizes, colors, and even images using a standard rich-text format editor. You can also adjust margins and the orientation of the printout and make it ready for exporting as a document or email. You can also work from scratch to create exactly the artifact you need, using your own custom formatted HTML and styling. This gives you maximum flexibility for matching any corporate brand guidelines you might need to adhere to. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-03-11_11-05-27.png" alt="" width="700" height="313" /> Another nice feature is the ability to have a barcode or QR code automatically generated and added to your custom template. This can be handy if you&rsquo;re printing out inventory lists or doing other tracking activities that need a easy reference. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-03-18_12-41-22.png" alt="" width="700" height="246" /> This all becomes even more powerful when you start incorporating printing and exporting into your workflows. Do you need to send out invoices to your customers? Why not create an Action which starts automatically when a sale occurs that then sends out a preformatted email to your customer with pricing and payment information dynamically added from your data? The possibilities are endless &ndash; all it takes is some imagination! Check out this feature today and start making your printed documents and reports not only automated, but also more pertinent, more info-packed and more eye-catching! For more information, check out these tutorials: <a href="https://www.infowisesolutions.com/training/article.aspx?ID=24"><strong><span style="color: #0000ff;">Introduction to the Print &amp; Export feature (video)</span></strong></a> <strong><span style="color: #0000ff;"><a style="color: #0000ff;" href="https://www.infowisesolutions.com/training/article.aspx?ID=31">Basic print formatting</a></span></strong> <strong><span style="color: #0000ff;"><a style="color: #0000ff;" href="https://www.infowisesolutions.com/training/article.aspx?ID=162">Custom Print Headers and Footers</a></span></strong> &nbsp;https://www.infowisesolutions.com/blog/exploring-the-print-and-export-featurePhil GoldWednesday, March 18, 2020https://www.infowisesolutions.com/blog/exploring-the-print-and-export-featureUser-defined CSS classes in Modern formsHi, Since we first released our Modern form and Form designer just about a year ago, we've received a lot of praise as well as constructive criticism and improvement suggestions. Many of those suggestions have to do with the look and feel of the forms, customer are always trying to push the envelope and design even more visually-striking forms and we completely support and encourage their efforts! We already offer various ways of styling your forms: <ul> <li>Any component on the forms can have its style configured by adding Styles rule. Using rules, you can assign common properties, such as color or font, without having any background in HTML or CSS, as well as more advanced custom styles. What is amazing about style rules is that you can apply them conditionally, based on the current user and column values<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200317-0.png" alt="" width="589" height="613" /></li> <li>Configuring and applying CSS classes you define to the whole form using CSS button on the top menu</li> </ul> Based on the user feedback, we've now added the ability to assign a user-defined CSS class name to any component within the form, allowing you to have precise control over the style, as well as applying classes according to HTML structure and inheritance. I am assuming some basic knowledge of CSS, you will need that to be able to implement advanced styling. Of course, none of that is needed to build regular forms, the forms will look great with no styling as well :) I would like to illustrate the new feature through an example. I would like to style the label of just one field on the form in a way that is not possible through Style rule. Style rules are applied to a wrapper that surrounds the whole control (for example, both text field itself and its label) and do not have the ability to modify just the label but not the text field. To achieve my goal I need to execute two steps: <ol> <li>Give the control a unique CSS class name, it can be anything you want, just don't use any spaces. Just click on the component within the design surface, then enter the CSS class name in the General section of the settings pane.<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200317-1.png" alt="" width="334" height="331" /><br />I'm calling it "funkyLabel", cause I'm going to make it look funky :).</li> <li>Now, in the CSS settings I need to define what my CSS class is going to do. Click on CSS in the top menu bar and enter your CSS class definition<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200317-2.png" alt="" width="628" height="531" /><br />Remember to prefix class names with a dot. As I'm applying the setting not to the whole component, but to the label, I'm adding "label" tag name to the class name. This is a standard way of using CSS, if you are not familiar with it, I encourage you to read any of the numerous introductory CSS tutorials you can easily google.<br />In my case, I'm setting font properties, such as family, size, color and style.</li> </ol> That's it! Once I close the CSS pane, I can already see the style being applied in the preview of the designer<br /><img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200317-3.png" alt="" width="572" height="272" /> Now all we need to do is Publish our form and voila! <img src="https://storage.infowisesolutions.com/images/postimages/vladigubler/20200317-4.png" alt="" width="445" height="318" /> The possibilities are basically endless, give it a try and let it help you design fantastic looking forms!https://www.infowisesolutions.com/blog/user-defined-css-classes-in-modern-formsVladi GublerTuesday, March 17, 2020https://www.infowisesolutions.com/blog/user-defined-css-classes-in-modern-formsModern Patient Management System using SharePoint and Infowise Ultimate Forms<p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In one of my previous blogs, I have created hospital appointment apps using SharePoint and Infowise Ultimate forms, and now I developed a new blog on automation in the healthcare industry using modern tools and that too without any custom code. I am a big supporter of no-code solutions, and fortunately, the industry is moving towards the same direction, thanks to all the tech community for the same. The entire industry is moving to specialized, ready to use solutions and tools. In my 12+years of experience, I have worked mostly in SharePoint and related tools, and I remember how time taking the form creation task was, starting with .net solutions, HTML forms, SharePoint designer forms, InfoPath forms and many other tools. I have worked on all of those. One of the thing which is common in all of the above tools is either they are time taking, or they don&rsquo;t have features to fulfill all customer requirement for example: convert to PDF or just a simple print option for forms takes a lot of time to adjust and make ready for printing.<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When I started working with Infowise Ultimate Forms, I thought this would be like a new tool with old features for form creation, but I was wrong. Now it has been quite some time, and I have already delivered a lot of projects using Infowise forms with SharePoint. Moreover, I never face any limitation, the best thing is they update the app frequently, and you don&rsquo;t need to worry about that, I remember in one of my last project which was a pure SharePoint work I struggle a lot to convert to PDF option, and with Infowise that option is in your tips, I don&rsquo;t have to worry about that functionally anymore, why I am writing this because in my Patient Management System I have to generate a report in PDF and Infowise forms help me in that and if I have to create that in any other tools with SharePoint it may either take a long time or extra cost for a convertor.<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Let&rsquo;s see what we have built using SharePoint and Infowise forms for a leading hospital; I will share some dummy screens here, which will give you a fair idea about the application and design. The client is a leading hospital and uses a legacy application for their Patient Management, and half of the process is manual, there are operators who do that manual work daily to upload the bulk records, and doctors feedback because doctors cannot access the system and if they give access to doctors that application was designed so poorly that half of the doctors time get wasted while login and searching for patient data. So this comes as a new requirement to develop with the core needs of a patient management system and reporting.</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I will add screens where we have used Infowise for form creation and reporting par,t; Infowise Ultimate Forms Forms are very easy to use and development, which saves almost 40-45% of our time over traditional models of form design. <br /></span> <h2><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Patient Registration Form using Infowise Ultimate Forms<br /></span></h2> Below are some of the filed in which we are going to use the inpatient registration form. <table style="height: 398px; width: 735px; border-collapse: collapse;" border="1" cellspacing="2" cellpadding="5"> <tbody> <tr style="height: 46px;"> <td style="height: 32px; width: 138.1px;"> <h6>Date</h6> </td> <td style="height: 32px; width: 247.5px;"> <h6>Auto/date</h6> </td> <td style="height: 398px; width: 316.733px;" rowspan="10"> <h6>Used Infowise built-in tools and feature to create the form</h6> </td> </tr> <tr style="height: 34px;"> <td style="height: 34px; width: 138.1px;"> <h6>Patient Name</h6> </td> <td style="height: 34px; width: 247.5px;"> <h6>Text</h6> </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 138.1px;"> <h6>DOB</h6> </td> <td style="height: 46px; width: 247.5px;"> <h6>Date</h6> </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 138.1px;"> <h6>Contact No</h6> </td> <td style="height: 46px; width: 247.5px;"> <h6>Number</h6> </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 138.1px;"> <h6>Email</h6> </td> <td style="height: 46px; width: 247.5px;"> <h6>Text</h6> </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 138.1px;"> <h6>Address</h6> </td> <td style="height: 46px; width: 247.5px;"> <h6>Multiline</h6> </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 138.1px;"> <h6>Patients ID proof number</h6> </td> <td style="height: 46px; width: 247.5px;"> <h6>Single line text</h6> </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 138.1px;"> <h6>Upload Patient ID proof</h6> </td> <td style="height: 46px; width: 247.5px;"> <h6>Attachment</h6> </td> </tr> <tr style="height: 46px;"> <td style="height: 46px; width: 138.1px;"> <h6>Medical History (If any)</h6> </td> <td style="height: 46px; width: 247.5px;"> <h6>Multiline</h6> </td> </tr> <tr style="height: 46px;"> <td style="height: 10px; width: 138.1px;"> <h6>Patient Unique ID</h6> </td> <td style="height: 10px; width: 247.5px;"> <h6>Number (Auto Generate after form submission)</h6> </td> </tr> </tbody> </table> &nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Using Infowise, I can easily design my list forms in just clicking on options or drag and drop mode<br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/P1.png" alt="Infowise Form Designer" width="700" height="393" /> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/p2.png" alt="Infowise Healthcare" width="700" height="280" /> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This form needs to be converted to PDF and send to the accounting team (Client has this specific need because of the compliance and they have to keep all patient data separately.)&nbsp;<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/P3.png" alt="" width="698" height="263" /><br /><br /></span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Doctors Screen /View Patient data and write prescription:</span> <p style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Print capabilities inbuilt in the tool, need to enable the tool with the options.<br /><br /></span> <table style="height: 400px; width: 735px; border-collapse: collapse; float: left;" border="1" cellspacing="2" cellpadding="5"> <tbody> <tr style="height: 38px;"> <td style="height: 38px; width: 10.7939%; border-color: #6e6666; border-style: solid;"> <h6 style="text-align: left;">Patient Name</h6> </td> <td style="height: 38px; width: 12.645%; border-color: #6e6666; border-style: solid;"> <h6>Auto from patient data</h6> </td> <td style="height: 38px; width: 32.7134%; border-color: #6e6666; border-style: solid;"> <h6>Infowise provides get data from sources/ Style ,validation</h6> </td> </tr> <tr style="height: 10px;"> <td style="height: 10px; width: 10.7939%; border-color: #6e6666; border-style: solid;"> <h6>DOB</h6> </td> <td style="height: 10px; width: 12.645%; border-color: #6e6666; border-style: solid;"> <h6>Auto from patient data</h6> </td> <td style="height: 10px; width: 32.7134%; border-color: #6e6666; border-style: solid;"> <h6>Infowise provides get data from sources/ Style ,validation</h6> </td> </tr> <tr style="height: 88px;"> <td style="height: 88px; width: 10.7939%; border-color: #6e6666; border-style: solid;"> <h6>Medical History</h6> </td> <td style="height: 88px; width: 12.645%; border-color: #6e6666; border-style: solid;"> <h6>Auto from patient data</h6> </td> <td style="height: 88px; width: 32.7134%; border-color: #6e6666; border-style: solid;"> <h6>Infowise provides get data from sources/ Style ,validation</h6> </td> </tr> <tr style="height: 86px;"> <td style="height: 86px; width: 10.7939%; border-color: #6e6666; border-style: solid;"> <h6>Doctor Name</h6> </td> <td style="height: 86px; width: 12.645%; border-color: #6e6666; border-style: solid;"> <h6>Auto Fill</h6> </td> <td style="height: 86px; width: 32.7134%; border-color: #6e6666; border-style: solid;"> <h6>Infowise provides get data from sources/ Style ,validation</h6> </td> </tr> <tr style="height: 51px;"> <td style="height: 51px; width: 10.7939%; border-color: #6e6666; border-style: solid;"> <h6>Prescription</h6> </td> <td style="height: 51px; width: 12.645%; border-color: #6e6666; border-style: solid;"> <h6>Multiline</h6> </td> <td style="height: 51px; width: 32.7134%; border-color: #6e6666; border-style: solid;"> <h6>Infowise provides get data from sources/ Style ,validation</h6> </td> </tr> <tr style="height: 166px;"> <td style="height: 104px; width: 10.7939%; border-color: #6e6666; border-style: solid;"> <h6>Tests</h6> </td> <td style="height: 104px; width: 12.645%; border-color: #6e6666; border-style: solid;"> <h6>Multiline</h6> </td> <td style="height: 104px; width: 32.7134%; border-color: #6e6666; border-style: solid;"> <h6>Infowise provides get data from sources/ Style ,validation</h6> </td> </tr> <tr style="height: 23px;"> <td style="height: 23px; width: 23.4389%; border-color: #6e6666; border-style: solid;" colspan="2"> <h6>Save and Print Button</h6> </td> <td style="height: 23px; width: 32.7134%; border-color: #6e6666; border-style: solid;"> <h6>Infowise Print capabilities inbuilt in tool, just need to enable the tool with the options.</h6> </td> </tr> </tbody> </table> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/p4.png" alt="" /> Doctors Screen /View Patient data and write prescription: All the above features have been developed using Infowise forms and reports, the best part is we have a lot of features in Infowise so whenever there is a new requirement either inside the form such as changing field calculation or change in fields we don&rsquo;t have to take an extended downtime, we can do that quickly and in no time also for some other routine works we have trained one user from hospital to work in Infowise, because of the easy designing techniques and features users can easily do their jobs and on the creation of new forms as well. <br /><br />With this automation, if someone wants to audit what happens in the entire month or if there is a need to know what prescription was given by doctors to the patients, all the information is just one click/print away. Now when I see the system and the timelines in which we have delivered this, I don&rsquo;t think that would have been possible without the Infowise forms. Infowise forms help us to achieve this in the desired timeline and with excellent customer satisfaction.<br />Thanks for reading the blog, and I will come with another success story in the coming weeks.https://www.infowisesolutions.com/blog/modern-patient-management-system-using-sharepoint-and-infowise-ultimate-formsAbhishek DubeySunday, March 8, 2020https://www.infowisesolutions.com/blog/modern-patient-management-system-using-sharepoint-and-infowise-ultimate-forms6 Reasons SharePoint Is a Powerful Project Management Tool"We use this for all of the projects in Human Resources. They each get a new "Share" and everyone involved is attached so that file and documents can be shared among the team and there is a commonplace to save everything that can be reached from anywhere." &ndash; SharePoint <a href="https://www.capterra.com/p/1167/SharePoint/reviews/">Review</a> by Jared H., HRIS Senior Manager Microsoft SharePoint and Office 365 is a versatile business solution. From healthcare to construction, any industry can use it to make their processes more efficient, as it can handle almost any of your business processes. As a project management tool, it can do wonders for your business and provide you with tools that help your future projects to succeed. In this article, we'll review the reasons why SharePoint is a powerful project management tool. <h2>Automation</h2> Almost everyone is familiar with the automation SharePoint brings to the table. Organizations can automate their various tasks and processes of the projects and improve their efficiency and productivity. Team members can focus on critical work processes while the platform takes care of the repetitive work for you. Team members can perform consistently, and the project management processes become consistent as well when you apply workflows correctly. <h2>Task Management</h2> SharePoint as a project management solution makes it easier to track the progress of your project. A dedicated project site helps team members to connect with their work, automatically generated reports makes it easier for them to know the work they are responsible for. It can also send notifications to update team members about work overdue, future tasks, etc. The dashboard gets updated in real-time; when a team member updates their task status, the project manager can immediately see the progress of the progress. <h2>Data Management</h2> The On-premises version of SharePoint brings critical data management functionalities for your organization, including the revolutionary search feature, user permissions, and other security features. As a project management tool, SharePoint can be handy for your organization, especially if you belong to a highly regulated industry (such as healthcare) or work with sensitive data. These features are the reason that SharePoint premises version is widely popular among the healthcare industry, finance, government agencies, manufacturing, and many more. Although, both SharePoint Online and On-premises are competent business solutions, when it comes to data management, SharePoint On-premises takes the lead. Here's how; Microsoft is responsible for the security of the data stored on the cloud; that's why the controls are limited on the online version of SharePoint. On the other hand, in SharePoint On-premises, it's easier to control external access of data and maintain internal process governance. Because data is stored internally on the premises version, project reporting gets simplified; you can quickly generate drill-down reports and aggregate dashboards. <h2>Customization</h2> According to a SharePoint and Office 365 survey conducted by <a href="https://sharegate.com/global-sharepoint-industry-study">Sharegate</a> in 2017, 82% of the total respondents were customizing SharePoint according to their needs. This number indicates the customizability of the on-premise version of SharePoint. Organizations are happy to invest their time and resources to develop in &ndash;house apps and complex workflows so they can manage their projects with more convenience. The customization makes it easier for team members to get familiar with the platform. Project managers can easily customize the project site to match their existing PM processes. With the help of multiple apps and lists, you can easily manage critical components of the project, such as status reports, project issues, task lists, risks involved, etc. Because the new project site will look like the old one, team members will easily get acquainted with it, making it easier for you to launch the project. <h2>Remote Working</h2> SharePoint allows team members to work remotely; they can access project information from any device they have access to, such as mobile phones, tablets. This feature can be highly beneficial, especially if your project involves on-site work, like in the construction industry. Team members can log into their account using the SharePoint mobile app and access the information they need. <h2>Security</h2> Another stand-out feature of SharePoint is security; both on-premise and online versions of SharePoint are highly secure. The security includes two-factor authentication, user/group permissions, encryption, and many more. On a project site, project managers can configure access, read/write, and sharing permissions of the site collection, a single site and even a single document. <h2>Conclusion</h2> SharePoint provides several benefits as a project management solution; the out-of-the-box capabilities of the platform allows you to manage projects effectively. It increases collaboration between team members and creates an environment where team members can efficiently manage and track their duties. It is a user-friendly, scalable and cost-effective solution, which improves the visibility of the tasks at hand and helps the team to work together. &nbsp;https://www.infowisesolutions.com/blog/6-reasons-sharepoint-is-a-powerful-project-management-toolAmir ShingrayFriday, March 6, 2020https://www.infowisesolutions.com/blog/6-reasons-sharepoint-is-a-powerful-project-management-toolUsing Item IDs as more that just a tracking recordOne of the reasons I like Ultimate Forms is that the features are amazingly flexible. So much so, in many cases, that they can be used for solutions far larger than their initial base functionality. Item IDs are like that. At their simplest, the provide a way of creating custom ID schema that companies can use to manage records that goes beyond SharePoint&rsquo;s built-in rigid sequential numbering. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-03-06_7-47-48.png" alt="" width="700" height="214" /> One of the most often used capabilities is adding a seed value to the ID, so that it starts at a number higher than zero. This is <strong><a href="https://www.infowisesolutions.com/training/item-ids/create-item-ids-using-a-seed-value">super easy to do</a></strong> &ndash; just add your base number in with the numerator in your ID pattern. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-03-05_9-24-53.png" alt="" width="700" height="341" /> You can pull both dynamic and system information into your schema, too. This allows you to do things like adding creation dates, user information, etc. into your patterns. There&rsquo;s a <strong><a href="https://www.infowisesolutions.com/blog/comments.aspx?id=123">blog</a></strong> that talks about using IDs as a daily counter &ndash; effectively moving IDs from strictly a tracking tool to a control tool as well. &nbsp;It&rsquo;s still showing the older UI, but the principle is the same &ndash; and the pattern as shown still works just fine. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/sid2.png" alt="" width="700" height="396" /> Think of this scenario &ndash; when the counter hits a predetermined number, an Alert goes out to a designated person. This could be to check supplies, or bring in more resources, or change a price, or whatever &ndash; I can think of dozens of different reasons why you might want to know that &ldquo;X&rdquo; had been reached for today! Then we have one of the most exciting features &ndash; the ability to create conditional IDs &ndash; IDs that change depending on criteria found in the record. I featured this in a <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=161">tutorial</a></strong> using the example of project types, but it works with almost any kind of information, allowing you to create IDs that give you an instant identification reference. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-03-05_14-24-23.png" alt="" width="700" height="297" /> And don&rsquo;t forget &ndash; IDs are not just for lists! You can also use them for libraries, including page, asset, or image libraries (as long as you customize the settings to allow for your ID field and other metadata). I challenge you to think of possible uses: <ul> <li>Assigning case IDs for service tickets</li> <li>Creating order routing numbers, purchase orders, or invoices</li> <li>Creating contract or agreement numbers</li> <li>Making IDs conditional on manager approvals (or assigning approval numbers)</li> </ul> My guess is that when you start looking at your processes, you&rsquo;ll see lots of opportunities that you never realized were possible!https://www.infowisesolutions.com/blog/using-item-ids-as-more-that-just-a-tracking-recordPhil GoldFriday, March 6, 2020https://www.infowisesolutions.com/blog/using-item-ids-as-more-that-just-a-tracking-recordSharePoint a Powerful Platform for Project Management<em>&nbsp;&ldquo;Group projects are completed with less frustration, and everyone is able to get their input on every aspect of a project. This program is the definition of teamwork.&rdquo;</em> <em>&mdash; </em><a href="https://www.capterra.com/p/1167/SharePoint/reviews/"><em>SharePoint Review, Capterra.</em></a> The capabilities of SharePoint and Office 365 are unmatched, the customization, collaboration, and document management capabilities of the platform make it the go-to solution for <a href="https://www.contentandcode.com/blog/80-of-fortune-500-companies-use-sharepoint-for-their-intranet-why-arent-you/">80% of the Fortune 500 companies</a>. SharePoint works well as a project management tool; project managers can create task lists for better task management. Create a project plan and a document library to store project documents within the project site. In this article, we&rsquo;ll review the use cases of SharePoint for project management and the components that make it a powerful project management tool. SharePoint Project Management Overview From project initiation to the closing of the project, SharePoint facilitates for all the five stages of collaborative project management. <h3>Project Initiation</h3> SharePoint helps project managers to build a sturdy foundation for future work. At this stage, you&rsquo;ll create a project site on SharePoint; the site can be shared with sponsors, making it easier to get approval, sponsorship, or resourcing. The project site features native SharePoint functionality, so the parties involved can work together to define the objective or the approach of the project. You can use the site to create a project charter and set the object, scope of work, and the timeline of the project. <h3>Planning, Setting up</h3> After creating a designated project site, team members can use SharePoint to create a document repository on the project site and create task lists. As the project progress, you can update the tasks and timelines. You can also use SharePoint to desk check the project plan by sharing it with team members and sponsors. You can also notify team members about their responsibilities and enable the acknowledgement feature to make sure they are aware of their assigned role. <h3>Working</h3> The project manager can display the task list on the homepage of the project site, increasing the visibility of tasks at hand. Team members can easily find their work and mark it complete after finishing the task. You can also generate reports and monitor the progress of the project. <h3>Tracking and Re-Planning</h3> SharePoint enables continuous monitoring of the project, making it easier for project managers to re-plan the project in case the project is not running according to the plan. You can pin the KPIs on the homepage of the project site, making it easier for everyone to check and understand the status of the project. <h3>Closing</h3> SharePoint simplifies the closing of a project; project managers can create a punch list, determine the course of action for future projects by creating a post mortem report. Project managers can mark the tasks completed on the project sites and update the relevant documents. You can also run a project retrospective and add a lesson learned document to the site. <h2>SharePoint Components that make it a powerful Project Management Tool</h2> The four key components that make SharePoint a powerful project management tools are as follows. <h3>SharePoint Lists</h3> Project managers have to keep up with all the components of the project for effective project management. SharePoint provides a convenient way for managing projects; users can create various lists for tasks at hand. Every time you add a list, you are adding a project management process to your SharePoint site. These lists may include; <ul> <li>Task lists with the ability to organize Work Breakdown Structure, transfer, shuffle, and indent or outdent tasks.</li> <li>Document library with native SharePoint capabilities, including co-authoring, document versioning, version control, check-in, check-out, etc.</li> <li>Other lists that project managers can create for effective project management includes project statement, projects risks, project issues, etc.</li> </ul> <h2>Web Parts</h2> SharePoint lists are a convenient way to keep track of the process and enter project updates. On the other hand, SharePoint web parts allow users to track their project&rsquo;s progress, with the option to report the progress directly on the list. Web parts make it easier to track and report the progress of processes on the list with the help of dashboards. You can use web parts to for. <ul> <li>Traffic light indicators</li> <li>Open issues</li> <li>Status reporting charts</li> <li>Overdue work</li> <li>KPIs, etc.</li> </ul> <h2>SharePoint Sites</h2> SharePoint sites provide a one-stop-shop by bringing together all the components of your SharePoint project management tools, including libraries, web parts, lists. Each of your projects can have a dedicated project site, from where you can easily access reporting tools (web part), and update or track (lists) your work. These project sites are collaborative so that the project members can work together according to the roles assigned to them. SharePoint&rsquo;s search functionality makes it easier to find a document without losing time performing manual searches across several folders or networks. A project site has all the key features of a SharePoint site, including templates, permissions and navigation. <h2><strong>SharePoint Site Collection</strong></h2> As the name suggests, SharePoint site collection is a collection of SharePoint project sites. In project management, a SharePoint site collection works as a portfolio where information from a variety of sources is stored in one place. This feature is handy, especially if each business unit of your organization has its own unique project requirements.&nbsp; <h2>Conclusion</h2> SharePoint as a project management tool brings a lot to the table; it provides a central location to manage, collaborate and track the progress of the project. <a href="https://www.capterra.com/p/1167/SharePoint/reviews/">Jessie Bell W</a>., the owner of a construction company, has been using SharePoint for over two years. She says that SharePoint helps team members stay organized, keeps the remote team connected, and keep the project files documented. She further states that SharePoint helps keep the project managers and administrators accountable. Her team has a large number of her team members work from remote locations, but due to mobile access, they were able to maintain document flow.https://www.infowisesolutions.com/blog/sharepoint-a-powerful-platform-for-project-managementAmir ShingrayThursday, March 5, 2020https://www.infowisesolutions.com/blog/sharepoint-a-powerful-platform-for-project-managementCreating a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms-2<br />Dear Readers, I am back again with the second part of my article. I am building a bank branch dashboard to understand the deposits trends over the months. <br />Last week I started my project by designing the wireframe of my dashboard. Once I was sure how I wanted my charts, I began exploring options. I realized that the charts web part, which is a part of Infowise Ultimate Forms was the best options to create my dashboard. I created a proof of concept, to begin with, my development.<br />Read more about it here. <h2><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-solutions-finance-11.png" alt="" /><br /><br />Defining the data schema</h2> To begin creating a dashboard, I started by designing the table structure. We will use this table to create the charts. I added the fields: Branch Names, City, Country and Deposits of January, March, June, September and December. Once done, I included the most important thing that I need to create my graphs, data. Without data, there will be nothing to visualize. <br />In case you are just trying to create and check what your graphs might look like, don't forget to add some dummy data.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Bank-Dashboard.png" alt="" /> <h2>Creating a Line Graph</h2> Armed with my knowledge that I gained by creating the proof of concept using the charts web part of Infowise Ultimate Forms, I wanted to create a line chart. <br />I started by clicking on design, which opens up the Infowise Portal. I love how easy it is to start editing on Infowise Ultimate Forms Portal.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-solutions-finance-10.png" alt="" /> I started by clicking on the chart's web part and creating a new profile. A profile defines all the parameters of a chart, starting from defining the type of the graph to designing it.<br />It has four tabs, with different configurations. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-solutions-finance-13.png" alt="" /> I selected the type of chart as a line graph and added values for X and Y axis of my figure. I picked the name of the bank branches on my X-axis. For the chart's series, I chose the deposits over the months.<br />I then added the graph to my main page by adding Infowise Ultimate Forms charts web part and selecting the profile from the dropdown.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-solutions-finance-09.png" alt="" width="700" height="212" /><br />Creating a profile and adding a chart using Infowise Ultimate Forms Charts web part is very easy. You can configure and create a new chart.<br />Once I selected the profile that I created from the dropdown, my chart appeared. I could see how the deposits varied over months in different branches.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-solutions-finance-07.png" alt="" /> <h2>Additional Configuration for the Infowise Ultimate Forms Chart Web Part</h2> Once I was done creating the chart, I wanted to add some colour to give it a nice look and feel. It's so simple to add a splash of colour to my graphs. I just went back to my Infowise Portal and edited my profile. I selected the Border and Color tab and added a background colour. I could add a gradient as well with a quick click. Once I save my updates and refresh my page with the graph, it automatically shows me the graph with a background colour.<br />There are also some other configurations available and can even a business user can update it easily. <h2>SharePoint Chart Web Part</h2> Though I completed my chart, I wanted to try out the SharePoint Charts web part. The default charts have minimal options, and I could only create a Bar Chart with only one set of data. Charts Filter using Infowise Ultimate Forms Charts Web Part<br />I completed my charts, and they looked beautiful. I was happy, and then I realized that I missed something. I needed a filter to display only the data I wanted.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-solutions-finance-05.png" alt="" /> I wanted to have a list of cities in a dropdown that I can use to filter the data for my charts.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-solutions-finance-04.png" alt="" /> Well, it was easy. I started by creating a new profile under the Filter tab. I defined the name of the filter and added a Filter Button and a Clear Butto,n. <br />However, there are other configuration options also available at the click of your mouse. Showing the sent value on the debug mode helps to find out the errors if any. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-solutions-finance-03.png" alt="" /><br /><br />The second tab for the filter profile allows us to choose the kind of data filter we need. I can choose between a dropdown and a free text and also define if I want an exact match or not. <br />Another option that helps is the column to filter the checkbox. If the column name is not the same as the filter name, we can uncheck the box and update the column name in the column textbox.<br />For our current scenario, I wanted to filter the deposits over the months based on the Branch city. I created a dropdown with all the options for the cities. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-solutions-finance-02.png" alt="" /><br /><br />To add the filter to our Infowise Ultimate Forms Chart, I edited my main page and added an Infowise filter web part. Like the Charts web part by Infowise, I added an Infowise filter web part. I then selected the profile I had created for the chart in the drop-down, and my filter was there on the page. Once I saved the page, I tried out the filter. It works perfectly.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-solutions-finance-01.png" alt="" /><br /><br />It's very user-friendly. The process of adding a filter to a chart was quick, and it was very similar to the process of adding a chart. This ensures that the learning to use the Infowise Product is very easy.<br />Infowise Ultimate Forms is not only a useful tool for creating forms and processes, but it is also a fantastic tool for reporting purposes as well.<br />Now that I have everything in place, I am ready to put all the charts together to create my Branch Dashboard. Join me next week as I finish my project.https://www.infowisesolutions.com/blog/creating-a-bank-deposits-dashboard-with-various-charts-and-graphs-using-infowise-ultimate-forms-2Debolina DasguptaThursday, February 27, 2020https://www.infowisesolutions.com/blog/creating-a-bank-deposits-dashboard-with-various-charts-and-graphs-using-infowise-ultimate-forms-2Another Take on a Project Tracking SystemI recently did a webinar where I demonstrated a different way of putting together a project tracking system. I came at this from the standpoint of not wanting to use the out-of-the-box SharePoint Task List; my logic was that that feature only allowed one project per list, although you could have multiple tasks. Instead, I opted to use the Ultimate Forms Associated List feature. This allowed me to have multiple projects included in a single list, with individual tasks and project documents as detailed &ldquo;child&rdquo; items. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-02-20_10-46-26.png" alt="" width="700" height="300" /> Using the Column Color feature, I dressed the list up a bit, too &ndash; adding icons to give a bit of visual pop. Naturally, I used the Ultimate Forms Form Designer to create a custom form &ndash; who wouldn&rsquo;t when they&rsquo;re so easy to build and use? Taking advantage of rules and permissions, I hid the third &ldquo;History&rdquo; column on new items &ndash; I&rsquo;m a big fan of only showing the users what they need to see when the need to see it, and not cluttering up their experience with a lot of unnecessary stuff. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-02-20_10-47-51.png" alt="" width="700" height="377" /> Also as you would expect, I added Alerts for the Project Manager and Owner, as well as the individual Task Owners, to notify them of upcoming deadlines and project slippage. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-02-20_10-50-31.png" alt="" width="700" height="338" /> I then added a List Search. For me, this was the key to the entire edifice &ndash; and the reason I didn&rsquo;t use Task Lists. The Ultimate Forms List Search enables you to easily find records within a large list. Using the more flexible Detailed format, you can search for multiple criteria at once, and the results are returned directly below the search. Click on a record and you go directly to it within the master list. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-02-20_10-51-50.png" alt="" width="700" height="140" /> When it came time to sling everything together, I chose to create a new Home page for the site, leveraging SharePoint&rsquo;s Modern environment&rsquo;s features. I added a Hero widget to the page, and built in quick links to the Project Library, the Master List, a Project Calendar, and a link directly to creating a new project. I also put the List Search onto the Home page, so users could find and jump to whatever project they needed. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-02-20_9-40-04.png" alt="" width="700" height="512" /> How long did this all take me? Honestly, about a day &ndash; but I changed my mind a few times, so there was a little back and forth going on. But only a day to build out a full solution? That&rsquo;s pretty impressive, you have to admit. If you want to see the webinar walk through, it&rsquo;s posted <a href="https://youtu.be/uvJ0k5INUTM">online</a>. And an added bonus &ndash; this site is now available as a Business Solution template! <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-02-20_9-10-24.png" alt="" width="700" height="578" />https://www.infowisesolutions.com/blog/another-take-on-a-project-tracking-systemPhil GoldThursday, February 20, 2020https://www.infowisesolutions.com/blog/another-take-on-a-project-tracking-systemInfowise partner program is a new approach to building SharePoint solutions<h2 style="text-align: center;">"</h2> <h2 style="color: #0e101a; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; font-weight: normal; text-align: center;"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">"The start of a partnership process is a simple one; all you need to do is fill an online&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/partners#Enroll" target="_blank" rel="noopener"><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Enrollment Form</span></a><span style="color: #0e101a; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">."</span></h2> <p style="text-align: center;">Avi Pagi, Infowise Partnership Program Manager<br />avip@infowisesolutions.com <p style="text-align: center;">"As a SharePoint consultant, my goal is to guide enterprises when SharePoint is a good fit for their requirements, culture and environment. However, one of the pain points for them is having the resources and SharePoint specific skills internally to put in place custom solutions when out of the box features can't meet the requirements. They don't want to be dependant on external consulting each time they need a custom solution. Infowise products provide this level of autonomy. The ROI for the product is a no brainer. With a small learning curve and guidance from the internal SharePoint governance, IT or power users can quickly build solutions that will be easy to maintain. Something that we don't often hear about SharePoint custom solutions..." <p style="text-align: center;"><a href="https://www.infowisesolutions.com/partners#Enroll">&ndash; Martin Coupal, IT Consultant. Unika Solutions</a> &nbsp; <a href="https://www.infowisesolutions.com/">Infowise&nbsp;ULTIMATEforms</a> is the prevalent SharePoint, Office 365 Add-on for creating, managing forms, automating, executing business logic, and generating reports. It&rsquo;s an undeniable fact that the Infowise UltimateForms makes working with SharePoint more efficient and fun. With Infowise ULTIMATEforms, you can create business solutions in Office 365 and on-premises with great ease and no need for coding at all. As we all know that SharePoint is a powerful platform, and a well-designed SharePoint site can be a powerful business solution. However, using out-of-the-box SharePoint can sometimes be a little frustrating. There are gaps in functionality and some things you just can&rsquo;t do without time-consuming development or the use of complicated third-party tools. Infowise Ultimateforums is here to make the whole procedure easy for you. It is a no-code platform that makes it fast and simple to develop advanced business applications by the use of the browser. The flexibility of Infowise lets you add features and functionality by using an intuitive, form-based interface. In this regard, you have to select the options in the menu. The plus point is that no programming is required for this procedure <h1>Three main areas of functionality</h1> Infowise has three main areas of functionality. Here are they: <ul> <li>Forms and form permissions</li> <li>Business logic</li> <li>Reporting and display</li> </ul> Infowise allows you to create easy-to-configure forms that are not only attractive but provide real-life business functionality as well. With built-in dynamic features, you can start automating your processes to enhance speed and cut down errors. <h1>Advanced permissions and Infowise associated items</h1> The advanced permissions permit you to decide who can read, edit or even delete data. With Infowise, you can control this at the field level. Through Infowise associated items, you build parent and child relationship between list. Besides, adding multiple detail lines in a form is made possible via Infowise solutions that you are unable to do in SharePoint. <h1>Infowise business logic functions</h1> Infowise business logic functions blow the roof off of limited SharePoint alerts and workflows. Moreover, Actions perform a wide variety of tasks such as adding or updating records, flexible importing or exporting of data, and creating folder or sites. Almost twenty different functions with more coming all the time, and you set the action timing, conditions all with a simple menu-based interface. <h1>Infowise alerts</h1> Infowise alerts enable you to build customized messages for a wide variety of events and offer you numerous options. They control these messages and have a check on how they are sent and to whom they go. Infowise also ramps up your ability to provide reporting and visual indicators on your site. They include graphs, charts, countdowns, KPIs, set up and ready in minutes. And wherever you are in the Infowise tool, you are connected to useful context-specific tutorials that show you what to do step-by-step. <h1>Leverages and resources of partners and end-users</h1> <ul> <li>It provides seamless integration into the existing user interface of SharePoint.</li> <li>It develops your browse with no tools, programming and deployment.</li> <li>With Infowise Ultimate Forms, you can make large selection fo building blocks for routine business activities. For instance, PDF conversions, approval stages, data import, repeating sections, etc.</li> <li>The Infowise works with every version of SharePoint. There is no need for CALs or particular server licenses.</li> <li>It builds, stores as templates and replicates site templates and functionality that is preserved in the list.</li> <li>It enables users to generate powerful SharePoint applications with no custom-code.</li> <li>It has a comprehensive process, library of forms and reporting components that are designed to work together flawlessly. Consequently, it will create reliable and easy-to-use solutions.</li> <li>The business users will be capable of creating robust solutions quickly to stay focused on upgrading business value.</li> </ul> <h2>Build once but use multiple times</h2> Infowise Ultimate Forms are made from the ground up to support this approach &ldquo;build once but use multiple times&rdquo;. After designing a business solution, you are able to package it as well as distribute it to a variety of clients. The bonus feature of this Infowise ultimate Forms is that it maximizes your investment. Both Office 365 and on-premises versions support templates. As you are our partners, therefore, we provide you with fundamental components and guides on how you can start selling your pre-configured solution packages. <h2>How to become a partner with Infowise</h2> As a partner-first company, we assist you in leveraging our proficiency and devotion to providing the best service for your customers. <a href="https://www.infowisesolutions.com/partners#Enroll">Becoming a partner</a> is not an uphill task. All you need to do is to fill an online form that is available on <a href="https://www.infowisesolutions.com/partners#Enroll">our website</a>. Then there is an agreement. After agreeing with our terms and conditions, you can be one of our registered partners. In the form, you will have to write your company name, contact person, email, phone number and remarks. Contact Partnership program manager Avi Pagi avip@infowisesolutions.com <h1>Conclusion</h1> Overall, Infowise Ultimate Forms is a complete package that delivers all the capabilities you need to build comprehensive business solutions at a fraction of time and effort, fast and easy with no code required. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite, contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs &nbsp;https://www.infowisesolutions.com/blog/infowise-partner-program-is-a-new-approach-to-building-sharepoint-solutionsAmir ShingrayThursday, February 20, 2020https://www.infowisesolutions.com/blog/infowise-partner-program-is-a-new-approach-to-building-sharepoint-solutionsBuild Sites Fast with Business Solution TemplatesI used to get asked a lot, &ldquo;Can we copy Ultimate Forms Actions or Alerts or Forms from one site to another?&rdquo; and, &ldquo;Can&rsquo;t I just copy a SharePoint site, so I don&rsquo;t have to rebuild all my lists and stuff?&rdquo; In the old days, the answer was a disappointing, &ldquo;Nope, sorry.&rdquo; However, good new is here! Ultimate Forms now includes prebuilt Business Solutions. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-02-20_9-10-24.png" alt="" width="700" height="578" /> Business Solutions are just that &ndash; solutions to common business problems and scenarios. They are entire SharePoint sites - templatized, with all the pertinent lists, libraries, pages, and navigation pre-created. Even better, they include customized Forms, Actions, column formatting, and other Ultimate Forms features as appropriate for the individual solution. For instance &ndash; the HR Solution includes the following: <ul> <li>Process initiation by either forwarding candidate&rsquo;s CV via email or manually adding candidate to the recruitment list.</li> <li>Five process stages: HR Recruiter, Technical Interview HR Interview, Division Approval, and HR Final Approval.</li> <li>Auto rejection and job offers letters</li> <li>Email notification at any stage</li> <li>Track current stage with color-coding on the recruitment list.</li> </ul> The only thing that&rsquo;s missing is the data. Installing the new site is super easy &ndash; just decide if you want to overlay an existing site or create a new one, give it a name, and away you go. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-02-20_9-11-03.png" alt="" width="700" height="491" /> Just one more little bonus &ndash; we are also adding sites that we use for demonstration purposes during webinars to the Business Solution templates. If you see something that grabs your interest during a presentation, you&rsquo;ll be able to duplicate that in your own environment. Even if the templates don&rsquo;t exactly fit your needs, they provide a great place to start from, with some of the work already done for you. And saving time is always a good thing, right? Check out Business Solutions today!https://www.infowisesolutions.com/blog/build-sites-fast-with-business-solution-templatesPhil GoldThursday, February 20, 2020https://www.infowisesolutions.com/blog/build-sites-fast-with-business-solution-templatesUsing Power Automate with Ultimate Forms Actions<img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/power-automate.png" alt="" /> How much learning have you done on the&nbsp;<strong>Microsoft Power Platform</strong>? This includes out-of-the-box tools available to you in Office 365 including&nbsp;<strong>PowerApps&nbsp;</strong>a form building tool,&nbsp;<strong>Power BI&nbsp;</strong>used for building reports and charts and&nbsp;<strong>Power Automate&nbsp;</strong>which is used for creating workflow. As a SharePoint solutions developer, I push myself to continuously learn and broaden my understanding of all available tools on the platform. <strong>Ultimate Forms</strong> has been at the forefront of my development activities and luckily I have found that these tools combine well with existing Microsoft tools. I should comment that until recently&nbsp;<strong>Power Automate&nbsp;</strong>was known as&nbsp;<strong>Flow</strong>. Just something to be aware of! The workflows that you create are still called&nbsp;<strong>Flows&nbsp;</strong>so that term hasn't fallen completely by the wayside. The most important attitude that you should embrace as it relates to all of these tools is that you shouldn't embrace one toolset exclusively. In all of your SharePoint related solutions, the data is stored in SharePoint lists.&nbsp;<strong>You can use Microsoft tools in combination with Ultimate Forms tools to build solutions</strong>. Understanding how to utilize all toolsets allows you to be more flexible and adaptable in the face of unique business requirements. <strong>Power Automate&nbsp;</strong>provides a robust workflow platform that can be used to drive automation based on triggers (or scheduled) both for activity in your SharePoint environment or even outside of that environment. In many cases <strong>Ultimate Forms Actions&nbsp;</strong>are an easier path to create this functionality. However,&nbsp;<strong>Power Automate&nbsp;</strong>provides support for connections with many other web based software systems and tools outside of SharePoint. Functionally there are some differences in constructing workflow as well. Using the <strong>For Each&nbsp;</strong>pattern in Power Automate lets you loop through records in a SharePoint list and perform various actions. The&nbsp;<strong>logical If constructor&nbsp;</strong>allows you to create branches in your workflow according to your conditions. A drawback to Power Automate is that it is more&nbsp;<strong>developer oriented&nbsp;</strong>requiring use of code snippets. These are similar to formulas that you would use in Excel. The best possible situation is to take advantage of the best of all toolsets <strong>combining functionality&nbsp;</strong>to use the best of what each has to offer. In both cases you can define trigger conditions and update SharePoint list data accordingly. Many people I talk to have not yet had the opportunity to learn Power Automate. Microsoft provides many different examples and videos to learn these tools. In my experience, the best possible situation is to do&nbsp;<strong>hands on learning&nbsp;</strong>by practicing creating your own Flows in connection with a practice SharePoint list. Come up with a simple task and figure out how to make a Flow to handle that task. Here is an example to get you started: Update a field "System Date" in a practice SharePoint list each night with the current date.&nbsp;<strong>Avoid passive learning!&nbsp;</strong>Watching videos give you some big picture information, but the knowledge it only truly earned by using the tools to build your own functionality. Watch for updates as we will soon be hosting a webinar demonstrating some use cases where you can combine Power Automate and Ultimate Forms Actions to build more full featured solutions! &nbsp;https://www.infowisesolutions.com/blog/using-power-automate-with-ultimate-forms-actionsWill CooperWednesday, February 19, 2020https://www.infowisesolutions.com/blog/using-power-automate-with-ultimate-forms-actionsRevamped Teams for the healthcare industry<h2>Ignite 2019: 11 New Features of Teams for the Healthcare Industry</h2> Microsoft announced new exciting features for MS Teams at the Ignite 2019 conference. A detailed analysis of the features shows that it has got a lot to offer to the healthcare industry. These features provide a single hub where care teams can communicate and collaborate through chat and video, and easily access patient care information such as health records. To further benefit the healthcare industry, Microsoft enabled Teams app integration with healthcare apps and line of business apps. MS Teams aims to improve patient data hand-offs and cost management and reduce readmission rates through these newly added features. In this article, we&rsquo;ll review the new features, their benefits and compliance. <em>Ignite 2019: Microsoft Teams user tutorial and updates</em> <em><iframe src="//www.youtube.com/embed/YBB2P_CwBqQ" width="560" height="314" allowfullscreen="allowfullscreen"></iframe></em> <h2>Features</h2> <h3>Virtual Consult</h3> Virtual Consults provides a simplified way to schedule and conduct B2C virtual consults for the healthcare industry. Patients can easily join the virtual consult using their web browser without having a Teams account. <h3>Patient Coordination</h3> Healthcare professionals can digitize care information and streamline patient care using the new Teams. They can enter patient information into Teams and provide a central hub for care team members to communicate, collaborate, and improve care coordination. <h3>Private Channels</h3> In the new Teams app, healthcare professionals can create private channels within existing teams. They can also customize the privacy of their private channels and make it visible for only selected Team members or everyone. <h3>Multi-Window</h3> Healthcare professionals can now pop out separate windows for meetings, chat, documents, and even calls. This feature allows care providers to improve their productivity and streamline their workflow. <h3>Pin Channels</h3> For easier access to important channels, healthcare professionals will now be able to pin important channels at the top of their Teams list. <h3>Message extensions</h3> Healthcare professionals can now include Polls and Surveys in their Teams chat or channel conversation. This feature will allow them to get instant feedback on shared items or questions and enhance patient care coordination. <h3>Advance Integration</h3> <h3>&middot; Outlook</h3> Microsoft Teams makes it easier for healthcare professionals to collaborate due to its advanced integration. Healthcare professionals can opt to bring email conversations, including attachments from Outlook into a Teams channel or chat and vice versa. The new&nbsp; Microsoft Teams provides actionable missed activity emails to healthcare professionals so they can keep track of missed conversations. The email will include the latest replies from the conversation, to which care providers can directly respond to from their Outlook. <h3>&middot; Planning apps and forums</h3> Teams will now be able to consolidate tasks from Team channels, Outlook, Planner, and MS To Do, allowing healthcare workers to get a unified view of their personal and assigned tasks within the Teams app. <h3>&middot; Yammer</h3> The professionals can now use Yammer conversations, live events, and communities into their MS Teams. For easier access to Yammer, IT admin and end-users can pin it on Teams&rsquo; left navigation rail. <h2>Whiteboard</h2> Microsoft Whiteboards are an additional option to be used during Teams Meetings. Accessible through the share tray, this feature provides an infinite digital canvas to collaborate and enhance their meeting experience. Care teams can even share their analog whiteboards within Teams. A dedicated AI-powered camera will automatically focus on the whiteboard in the room, make the ink more legible, and even transparentize anyone standing in front of the whiteboard. <h2>Live Captions</h2> Live captions will revolutionize Team Meetings by providing healthcare professionals with another way to follow the conversation. This feature will convert speech into text in real-time to support users with different language proficiencies and hearing abilities.&nbsp; <h2>Background Customization</h2> Healthcare professionals will be able to customize their background during a video meeting and hide any sensitive patient data behind them. <h2>First-line Workers Access</h2> <h2>&middot; SMS sign-in</h2> The new Teams app will provide a low friction way for first-line workers to sign in to Teams. They can sign in through their phone number using a one-time 6-digit SMS passcode for authentication. <h2>&middot; Off-shift access</h2> This feature will send a notification to first-line workers when they access their Teams account outside work hours. The IT admins can turn on this feature, after which the user will have to provide consent to the notification before accessing the app. <h2>&middot; Global sign-out</h2> This feature will allow healthcare professionals to sign-out from all devices at once and help them save time and keep their accounts secure after accessing a shared device. <h2>Benefits</h2> The new Teams features announced during Microsoft Ignite 2019 provide the following benefits for the healthcare industry. <h2>Productivity</h2> Healthcare professionals can increase their productivity by using MS Teams as it provides a single platform for all their needs. They won&rsquo;t have to switch between several apps to communicate, coordinate, and find the information that they require because Teams integrate with Office 365 apps and line of business apps. <h2>Multi-Tasking</h2> Thanks to the new multi-window feature of MS Teams, healthcare professionals will be able to work efficiently and handle multiple tasks at once. <h2>Security</h2> State-of-the-art security systems back MS Teams; the new access control features take the security of the platform to the next level and provide a safe platform for your care team to collaborate, communicate, and increase patient care. <h2>Collaboration</h2> The new features of Teams such as MS Whiteboard integration and live captions during meetings will allow healthcare providers to collaborate even more efficiently than before. <h2>Teams and HIPAA Compliance</h2> <iframe src="//www.youtube.com/embed/hAmDXEPjxYY" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>Microsoft Teams is already being used by renowned healthcare organizations such as St. Luke&rsquo;s; they even demo the new Teams during Microsoft Ignite 2019.</em> <h2>Short Version:</h2> Are the newly added features of MS Teams HIPPA-compliant? YES! <h2>Long Version:</h2> Compliance is one of the primary reasons healthcare organizations hesitate to deploy smart solutions for their business processes. MS Teams is part of the Office 365 suite, which <a href="https://www.microsoft.com/en-us/microsoft-365/blog/wp-content/uploads/sites/2/2019/04/HIPAA-Compliance-Microsoft-Office-365-and-Microsoft-Teams.pdf">follows regulatory compliance, including HIPAA.</a> Microsoft Teams belong to the Tier-D category of security and compliance; security controls are enabled by default, and it meets standard demanded by HIPAA, SOC 1, SOC 2, SSAE 16, ISO 27018, ISO 27001, and EUMC. Tier D services and application have also passed the HITRUST CSF Assurance Program Assessment.&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise UltimateForms Power Suite</a> contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needshttps://www.infowisesolutions.com/blog/revamped-teams-for-the-healthcare-industryAmir ShingrayTuesday, February 18, 2020https://www.infowisesolutions.com/blog/revamped-teams-for-the-healthcare-industryThe Case for Microsoft Teams in Healthcare<em>&nbsp;&ldquo;I see Microsoft Teams right up there with the best - either as a screen sharing and audio/video conferencing tool or as a team collaboration tool. It&rsquo;s awesome.&rdquo;</em> <a href="https://www.capterra.com/p/168668/Microsoft-Teams/#reviews">&ndash; Teams review by Shankar V.</a> Over 500,000 organizations including 91 of the Fortune 100 are using Office 365 and Teams to assist their employees in different capacities, according to Corporate Vice President of Modern Workplace Verticals <a href="https://www.microsoft.com/en-us/microsoft-365/blog/2019/06/10/how-modern-collaboration-tools-enhance-patient-outcomes-across-healthcare/">Emma Williams</a>. In this article, we&rsquo;ll explain what MS Teams is, how it is transforming the healthcare industry. <h2>What is MS Teams?</h2> Teams is a chat-based communication platform for businesses created by Microsoft as part of their Office 365 suite. Built to compete with platforms like Slack, Teams in its simplest form allows users to replace emails with group chat rooms or &ldquo;channels.&rdquo; Employees can work together within a single window to enhance collaboration and teamwork. Users can create several channels and can easily follow conversations due to conversation threading, new messages appending at the bottom, and update notifications. To facilitate one-on-one communication with other channel members, users can directly use video or voice chats with just one click. But Teams is not just a chat hub; it&rsquo;s a platform well integrated with Office 365 online. The integration enables users to use other Microsoft&rsquo;s services like SharePoint, Delve, Word, Excel, Planner, PowerPoint, OneNote, Power BI within Teams. Every shared file automatically gets synched and stored in OneDrive or a local SharePoint which provides access to the latest version to every Team member. Thanks to co-authoring, Team members can work on a single file at the same time and see other users&rsquo; changes in real-time. <h2>Teams and Healthcare</h2> In today&rsquo;s complex care environment, healthcare professionals and institutions strive to provide the best care possible. Microsoft Teams provides healthcare professionals with a secure platform for communication, patient care coordination, and improvement in operational efficiencies. The unified interface of Teams allows healthcare professionals to focus on patient care instead of navigating through several systems to find the required information. Below are some features Microsoft Teams provide for the healthcare industry. <h2>Secure Messaging</h2> Teams allow healthcare professionals to send messages and capture and share photos within a chat. Because Teams meet security and compliance requirements, healthcare professionals can relay vital information instantly without worrying about safety and security. <h2>Urgent Notifications</h2> Healthcare professionals can mark their message as &ldquo;urgent&rdquo; in case of an emergency and let the recipient know that it requires urgent attention. The recipient will receive notifications every two minutes until they read the message. <h2>Care Coordination</h2> Teams have entirely transformed the way healthcare professionals communicate with patient updates. Line of business apps, connections of e-health records, and integration with Office apps enable healthcare professionals to share patient updates in real-time. They can also share, organize, coordinate, and prioritize care information in a single hub. <h2>Meetings</h2> Teams allow healthcare professionals to connect with each other even if they are working remotely. They can connect with anyone, anywhere with the help of audio and video conferencing/meeting features. Healthcare professionals can connect with staff, different departments, units, institutions, or even the entire healthcare network. <h2>Streamline Workflows</h2> Healthcare organizations can streamline their workflows and shifts by using Teams. They can create schedules for on-call care providers and share it, so everyone knows about shift changes. Organizations can make sure that everyone is updated on important information by sharing announcements across the organization. &nbsp; <h2>Security and Compliance</h2> Teams assist healthcare organizations with regulatory compliance because it built on the secure Microsoft Office 365. Teams are compliant with standards like GDPR, SOC 1, SOC 2, HITRUST, and HIPAA. <h2>HIPAA Compliance and Teams</h2> HIPAA is regulatory standards outlining lawful use and disclosure of protected health information (PHI). Department of Health and Human Services (HHS) regulates HIPAA, and it is enforced by the Office for Civil Rights (OCR). There are four main HIPAA rules. <ul> <li><strong>HIPAA Privacy Rule: </strong>Patients&rsquo; rights to PHI</li> <li><strong>HIPAA Security Rule: </strong>Secure maintenance, transmission, and handling of ePHI</li> <li><strong>HIPAA Breach Notification Rule: </strong>Guidelines for covered entities and businesses to follow in case of PHI or ePHI data breach</li> <li><strong>HIPAA Omnibus Rule: </strong>Mandates that business associates must be HIPAA compliant and outlines rules surrounding Business Associate Agreements (BAAs)</li> </ul> Microsoft Teams includes a range of features to keep PHI or ePHI secure. In its <a href="https://docs.microsoft.com/en-us/MicrosoftTeams/security-compliance-overview">security compliance section</a>, Microsoft states that MS Teams is Tire-D compliant, which includes HIPAA, ISO 27018, ISO 27001, SSAE16 SOC 1 and SOC 2, and EU Model Clauses (EUMC). Teams enforce organization and team-wide two-factor authentication, Active Directory single sign-on, in-transit, and at-rest data encryption, and Cloud Security Alliance compliance. Files and Notes are stored in SharePoint and OneNote and are backed by SharePoint encryption and OneNote encryption, respectively. Data Loss Policies or DLP policies identify, monitor, and automatically protect sensitive patient information in the entire Teams&rsquo; environment. DLP prevents unintentional sharing of confidential patient information, such as social security numbers, health records, credit and debit card numbers, etc. In simple words, Healthcare organizations and professionals can use Teams without worrying about inappropriate sharing of PHI or sensitive data existing on consumer chat apps because Teams is protected and compliant.<br /><br /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs &nbsp;https://www.infowisesolutions.com/blog/the-case-for-microsoft-teams-in-healthcareAmir ShingrayFriday, February 14, 2020https://www.infowisesolutions.com/blog/the-case-for-microsoft-teams-in-healthcareGet real-time product updates right from Ultimate FormsHi, We, here at Infowise, are committed to a constant and on-going effort of making our product better. If you've been tracking our blogs and product versions, you have probably seen that there something new and improved out at least once a week. Inside the app itself, we've had a dedicated section where we posted notifications regarding all the major updates, pointing to the corresponding blog articles. Now we want it to make it super easy for you to keep tabs on what is going on down to every single detail. We will now be posting info regarding every single update, be it a bug fix, an existing feature enhancement or a brand-new feature! Here is how it's going to work: <ul> <li>The existing <em>Latest Updates</em> feature on the homepage is renamed to <em>Announcements</em>. These are still links to the blog articles and you will be able to read about new major features and, (hopefully never) service disruptions.</li> <li>There is a brand new section called <em>Latest Updates</em> under <em>Support</em> tab of the app, in the right pane. Here you will see the following: <ul> <li>Office 365 customers will see an ongoing stream of latest updates, broken down by component. Only the latest 10 are shown.</li> <li>On-premises customers will see the latest released versions and version comments, broken down by component. Only the latest 10 are shown.</li> </ul> </li> </ul> We are confident that our customers are interested in what is going on with the product on a daily basis and we are have to provide all the info we can!https://www.infowisesolutions.com/blog/get-real-time-product-updates-right-from-ultimate-formsVladi GublerFriday, February 14, 2020https://www.infowisesolutions.com/blog/get-real-time-product-updates-right-from-ultimate-formsSharePoint and Office 365 to deliver educational content<h1>Using SharePoint and Office 365 to Deliver Educational Content</h1> <em>&ldquo;Better file distribution &amp; collaborative editing abilities - Pliable and user-friendly mobile user interface - File storage &amp; document capabilities of a fortune 500 companies without huge implementation overhead.&rdquo;</em> <a href="https://www.capterra.com/p/1167/SharePoint/reviews/">&ndash; SharePoint review by Brett C.</a> The current trend of Industry 4.0 has made innovative training environments a new norm; the emerging Online Learning Solutions support innovative learning through rich media formats to break down complex data in easier formation. Among those solutions, SharePoint and Office 365, is becoming widely popular because of its versatility and user-friendly manuals. It is being used as a document management solution, a help desk and ticketing solution, a policy management solution, a learning management solution and more. In this article, we&rsquo;ll review SharePoint as a learning management system, and see its document library feature, and will take into account how the users can activate video and rich media in SharePoint. <h1>Learning management solutions</h1> SharePoint and Office 365 can be used as a learning management solution or LMS by healthcare organizations to deliver patient education, push patient-focused guidelines, and video or rich media-based educational content. Here&rsquo;s how SharePoint helps healthcare organizations to deliver educational content to healthcare professionals. <h2>Automatic Training Schedules</h2> Healthcare professionals have to receive regular training so that they can stay updated about contemporary insights in order to provide effective patient care. A SharePoint LMS assists healthcare organizations and professionals through its automatic training scheduling feature. Employees can view ongoing and upcoming training programs and enroll with just a single click. They can also view the strength of the training program and the waiting list. <h2>Track Employee Training</h2> Healthcare organizations can track the progress of employee training programs via reports. Using SharePoint LMS, not only they can see how many employees registered for the training program, but they can also track the number of employees that finished training or are on the waitlist.&nbsp; <h2>Deliver Training Content</h2> Healthcare organizations can use SharePoint LMS and save time by directly providing training materials to employees. The professionals working remotely can easily access training materials by using the SharePoint mobile app. The training material can be in any form, i.e., text, audio, or video for onboarding, patient-focused guidelines, educational training, etc. Healthcare organizations can also create an FAQ section and attach web links to assist the training process further. <h2>Assure Regulatory Compliance</h2> Healthcare organizations and professionals have to follow several state and federal regulations, such as HIPAA. SharePoint helps organizations to train employees to follow relevant regulations and make sure that the employees are adhering to them by providing a platform where they can share training content. The organizations can make sure that everyone receives training by activating the acknowledge function. They can even temporarily block user profiles to ensure further that everyone completes compliance training. <h2>Evaluate Employee Knowledge</h2> The healthcare organizations can use SharePoint to evaluate their employee&rsquo;s knowledge through online tests on SharePoint soon after completion of respective training programs. The organizations can provide feedback on employee skills of differential diagnosis, problem identification, patient communication, clinical reasoning, and much more. <h2>Create Surveys</h2> Healthcare organizations can create online surveys in SharePoint and Office 365 to increase the quality of their training programs. They can use MS Forms to create online surveys and share it on a group, the homepage, or individually to all employees. Employees can answer those surveys and provide their feedback; as a result, the healthcare organization will learn about staff satisfaction with the training program and can tailor their training program accordingly. <h1>What is a Document Library?</h1> SharePoint provides a safe and secure place where you can store video and rich media files called document library. It supports co-authoring so you and your coworkers can work on the documents together from any location. There are four main types of document libraries. <ul> <li><strong>Document Library:</strong> Stores documents only</li> <li><strong>Pictures Library:</strong> Stores images/photos only</li> <li><strong>Site Pages Library:</strong> Stores pages</li> <li><strong>Site Assets Library:</strong> Stores all types of content, i.e., text, audio, video.</li> </ul> <a href="https://www.youtube.com/watch?v=SD3fWW0MEaI"><strong>Tutorial:</strong></a> How to create a document library in SharePoint <h1>How to Enable Video and Rich Media in SharePoint?</h1> Healthcare organizations can enable video, and rich media feature in SharePoint to deliver patient education and educational content. This feature allows them to activate a type of document library known as the asset library, where they can store and manage rich media assets. Here&rsquo;s how you can enable it. Please note that to enable the asset library, you must have administrative privileges. <ul> <li>Go to the <strong>site settings</strong> page</li> <li>Look for <strong>site collection administration</strong> and select <strong>site collection features</strong></li> <li>On the <strong>site collection features </strong>page, activate <strong>video and rich media</strong></li> <li>Set up an asset library</li> <li>On the ribbon, click <strong>the new item </strong>or <strong>new document</strong> to add a file on the library page. You can upload, embed or link a video.</li> </ul> &nbsp;https://www.infowisesolutions.com/blog/sharepoint-and-office-365-to-deliver-educational-contentAmir ShingrayFriday, February 14, 2020https://www.infowisesolutions.com/blog/sharepoint-and-office-365-to-deliver-educational-contentUsing SharePoint to Improve patient care coordination<h2>Using SharePoint to Improve Patient Care Coordination</h2> According to <a href="https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6550273/">NCBI</a>, the investment in the digital health sector jumped from $4.4 billion in 2016 to nearly $6 billion in 2017. The jump in funding was mainly because the users of healthcare systems started using innovative digital solutions like Google, Uber, Amazon, etc. Healthcare organizations operating on a limited budget can&rsquo;t afford such expenses, so they need a solution that is both effective and affordable. SharePoint and Office 365 is the answer to their problems; by incorporating SharePoint, healthcare organizations can streamline several of their business processes. <h2>Microsoft Teams Role in Healthcare</h2> Microsoft Teams is a standout feature of Office 365, which is gaining popularity among innovative healthcare providers. Healthcare providers can easily video conference with patients using MS Teams and eliminate the need for meeting the patient physically. To prevent unwanted data broadcasting, healthcare professionals can blur their backgrounds. Teams can further help healthcare organizations to enhance communication between employees and assure regulatory compliance. Healthcare professionals can securely share image annotation and chat with fellow team members to facilitate patient care. They can push urgent notifications and even video conference with fellow experts to make efficient and effective care decisions. <h2>Patient Care Coordination with SharePoint</h2> SharePoint and Office 365 are widely popular as a collaborative tool mainly because they enable organizations to increase collaboration both internally and externally. Healthcare organizations can use SharePoint to enhance care coordination between employees (intranet) and to collaborate with third-party associates (extranet) such as insurance companies, labs, etc. <h2>Intranet</h2> Healthcare professionals can use SharePoint based intranet to improve patient care, employee engagement, and to increase the efficiency of their medical staff. An intranet-based on SharePoint enables health care organizations to. <h2>Accelerate Internal Processes</h2> Healthcare organizations can automate workflows and streamline processes like employee tracking, vacations and status changes, budget approvals, asset management, and much more. Healthcare professionals can increase patient care and productivity via mobile access. For instance, a patient discharge request can be remotely taken care of by using the SharePoint mobile app. Healthcare professionals can track their day to day activities by creating a SharePoint to-do-list; they can even associate the tasks with patient&rsquo;s names, set up priority levels, and an estimated task completion time. Busy doctors and nurses can use forms and surveys to pre-order meals for a week. <h2>Track Work Activities and Events</h2> Healthcare professionals have a plethora of tasks to look after, such as training, surgeries, attendance, etc. Without a proper scheduling system, effectively managing these tasks may become overwhelming and decrease their productivity. Healthcare professionals can use SharePoint based calendars to schedule events, meetings, medical procedures, etc. Healthcare organizations can create an on-call scheduling calendar and enable employees to track schedule changes, replacement staff, and notify employees about shift change. <h2>Track Announcements and News</h2> Healthcare professionals can set up alerts and notifications in SharePoint, so they never miss a critical announcement such as hospital events, system outages, news, etc. SharePoint provides several options to convey alerts; it could be a push notification on the mobile phone or a banner on the intranet. Healthcare organizations can temporarily block employee access of the intranet until they read and acknowledge the message. <h2>Manage Emergencies</h2> Healthcare organizations can create a list of emergency color codes in SharePoint, along with quick links defining the course of action to handle those emergencies efficiently. Healthcare organizations can quickly reach an emergency response team or a care team by creating an emergency contact directory in SharePoint. <h2>Support employee recognition</h2> The turnover rate of the healthcare industry is growing, making employee retention a burning issue for several healthcare organizations. Healthcare organizations can use SharePoint to address this issue. Employee recognition nomination forms in SharePoint aids the employee recognition process. The recognition could be based on their length of service, extraordinary performance, or achievements. As a result, nominees will receive special badges that are visible to everyone on the intranet. <h2>Extranet</h2> Extranets streamlines care communication between healthcare professionals and their partners, eliminating the need for phone calls. A SharePoint based extranet provides a unified collaboration space for patient care interactions, making care communication more transparent and faster.&nbsp;&nbsp; <h2>Single Source of Knowledge</h2> A SharePoint based extranet creates a platform where external parties can gain knowledge about changes required in the medical supplies by the healthcare institution. The extranet enables suppliers to adapt to the changes quickly. <h2>Exchange Information</h2> Sometimes a patient might be receiving treatment in several healthcare institutions, and the lack of an effective collaborative platform could negatively affect patient care. A SharePoint site enables healthcare professionals to quickly and safely exchange protected health information, health records, or patient information with affiliated physicians. Different patient care teams can even set up a workflow to improve patient care. <h2>Make Announcements</h2> News and announcements are a part of the regular operations of a healthcare organization. Whether it is to notify about a policy change or create public awareness, healthcare organizations can use SharePoint based extranet to make these announcements. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite, contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needshttps://www.infowisesolutions.com/blog/using-sharepoint-to-improve-patient-care-coordinationAmir ShingrayThursday, February 13, 2020https://www.infowisesolutions.com/blog/using-sharepoint-to-improve-patient-care-coordinationCreating  a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms<h2>Part 1: Creating a proof of concept for Charts using Infowise Ultimate Forms<br /><br /></h2> Dear readers, how are you? I am currently in Dubai and waiting for Microsoft Ignite to start. Have you attended the tour? It is nice to see how SharePoint has changed over the years. &nbsp;Modern design has taken over Classical design, making it more user-friendly. This week I started working with something very new. I am planning to create a bank deposits dashboard to check how the deposits have changed over the years. <h2>Planning the Bank Branch Deposit Dashboard</h2> A bank branch deposit dashboard defines how the deposits across various bank branches have changed over time. To complete the dashboard, I needed four charts. <ol> <li>The first chart shows a summary of the total and increases in deposit throughout three years.</li> <li>The second chart shows the changes in bank branch deposits over the years based on the country.</li> <li>The third chart shows the changes in bank branch deposits over the years based on the city.</li> <li>The fourth chart to define the trend over the years, based on the various filters.</li> </ol> To begin, I created a design I wanted to use.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/SharePoint-Bankloans-Infowise-09.png" alt="Creating a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms-01" width="700" height="362" /> I started with a simple design of bar graphs, stacked bar graphs, and a Filter based graph. Once I defined the design, I started to think about what will be the best way to create a dashboard. I wanted to create a Modern page and add the charts. I also wanted to use SharePoint Design principals of using layouts and columns to ensure a responsive design, which looks the same on any device a person uses. <h2>Creating a Proof of Concept (POC) for a Bank Branch Deposit Dashboard</h2> To begin with, I started by evaluating and eliminating options to create a quick and easy solution for my Bank Branch Deposit dashboard. <h2>Using Quick Charts in SharePoint Modern Pages</h2> One of the simplest options to create a chart is to use the quick charts web-part in a Modern Page. It is effortless to add quick charts web-part, and it offers an option of Bar Chart and Pie Chart. It gave me an option to connect it to a List or to add values manually. However, you can only add 12 values manually.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/SharePoint-Bankloans-Infowise-08.png" alt="Creating a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms-02" width="700" height="327" /> Though it's a quick option, it is not enough for my dashboard. I needed a bar chart and the line chart, which is not available. <h2>Using Power BI Dashboards and integrating with SharePoint</h2> Power BI would have been a very neat solution. However, I didn't have a license. I wanted to use something simple, quick, and less costly. <h2>Using SharePoint Framework (SPFx) with Custom Javascript-based Charts</h2> Another option to have a custom chart solution is to create a quick SharePoint Framework based web-part for modern pages. We can then use the REST API of SharePoint Lists to fetch the data and connect it with a javascript chart library. There are hundreds of javascript chart libraries available. I have used High Charts before, and it is straightforward to integrate.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/SharePoint-Bankloans-Infowise-07.png" alt="Creating a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms-03" width="700" height="436" /> However, this would mean we would need some hours for coding. Even updating the web-part, in case there are changes later would also need more staff-hours. I kept it as an option, but I wanted to find out other alternatives. My requirements were quick, simple graphs, with options to customize quickly and free or include in some other license. I then started exploring the chart options in Infowise Ultimate Forms. <h2>Using Infowise Ultimate Forms Chart Web part</h2> I was already using Infowise Ultimate Forms to create my end to end business processes. I just finished working on a Personal Loan application system. You can read about it here. I started by exploring the charts option for Infowise Ultimate Forms. The best part is I could use the same User Interface.<br />You can easily find everything at the same place while Infowise Ultimate forms. This feature is impressive because my Business Users are already comfortable using Infowise Ultimate Forms. If the charts are easy to use, like the forms, processes, and workflows, my end users can customize their dashboard. <h2>Innumerable options for chart types</h2> The first thing that impressed me was a large number of options for Chart Types. Check out the options below. These many options make life easy. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/SharePoint-Bankloans-Infowise-06.png" alt="Creating a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms-04" width="700" height="515" /> <h2>Creating a Bar Chart using Infowise Ultimate Forms Charts</h2> Since I was still exploring, I started by choosing the Stacked Bar Graph as an option for my POC. It has loads of options to define the display of the chart. It also has an option to choose if I want it to be 3D or not. All with a click of a button. <h2>Creating a Profile for adding Bar Chart using Infowise Ultimate Forms Charts</h2> My first requirement to create a chart is to create a profile. A profile defines the configurations of any chart. We can then add the chart to any number of pages, and updating the profile will also update the charts in all the pages, making updating a breeze. To create a profile, go to charts and then add a new profile. Lists of all profiles created before are also listed here. This profile makes it easy to create multiple profiles from the same data to create a variety of charts.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/SharePoint-Bankloans-Infowise-05.png" alt="Creating a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms-05" width="700" height="175" /> As soon as you create a new profile, you get a large number of options for configuration. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/SharePoint-Bankloans-Infowise-04.png" alt="Creating a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms-06" width="700" height="527" /> Few interesting configuration options include: <ul> <li>You can use the view for any list as a base for the data. For example, I can create a view which only displays Bank Branches in some predefined cities. Then my graph will only show the data related to the predefined cities.</li> <li>You can create a series where the value on the y-axis is the sum of values. Like in the chart below, I can sum the deposits to be displayed for each year.</li> <li>You can also update the size, color and dimension, making it easy to create fantastic looking graphs.<br /><br /></li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/SharePoint-Bankloans-Infowise-03.png" alt="Creating a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms-067" width="700" height="362" /> <h2>Adding a chart to the Home Page, using Infowise Chart Web part</h2> Once we create the profile, it is effortless to add a chart to any page using Infowise Chart Web-part. The web-part comes with a drop-down option to select the profile. You can add multiple charts to your page and create different graphs by linking them to different profiles. If there is any change in the profile, the graph adapts automatically without any additional effort.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/SharePoint-Bankloans-Infowise-02.png" alt="Creating a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms-08" width="442" height="290" /> <h2>Final POC using Infowise Ultimate Forms Chart Web part</h2> <strong><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/SharePoint-Bankloans-Infowise-01.png" alt="Creating a Bank Deposits Dashboard with various Charts and Graphs using Infowise Ultimate Forms-09" width="700" height="509" /></strong> Once we select the profile, the graph is automatically populated. This process helps me to create quick graphs with many customizations. It is cost-effective. Also, I am sure I can easily train my end-users to create graphs on their own. Follow me as I continue to use my POC to create a Branch Deposit Dashboard &nbsp; <br /><br /> &nbsp; &nbsp;https://www.infowisesolutions.com/blog/creating-%C2%A0a-bank-deposits-dashboard-with-various-charts-and-graphs-using-infowise-ultimate-formsDebolina DasguptaMonday, February 10, 2020https://www.infowisesolutions.com/blog/creating-%C2%A0a-bank-deposits-dashboard-with-various-charts-and-graphs-using-infowise-ultimate-formsDefining Approval Process and Tracking Daily Approvals Using Infowise Ultimate FormsDear readers, how are you? My Loan calculator, I was working on last week has been a success. Everyone appreciated how easily and quickly, I could create a form with a large number of fields. Well, it&rsquo;s all thanks to Infowise Ultimate Forms. Read more about it&nbsp;<a href="https://www.infowisesolutions.com/blog/personal-loans-calculator-using-infowise-ultimate-forms">here</a>. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-n.png" alt="Creating Personal Loan Calculator- SharePoint" width="700" height="358" /> <h2>Adding Business Logic and Automating the Process</h2> As promised, I will today document the next steps for my calculator. Once I completed the form with multiple fields, the stakeholders wanted to add some business processes and logic.&nbsp; After a quick discussion, we wanted to create an auto-approval, if the loan met specific criteria&rsquo;s. If it didn&rsquo;t meet the requirements, the request needs to be approved or rejected by an approver. Once approved or refused the Loan Requestor receives an email with the status of his application.&nbsp;<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Sharepoint-perosnal-loans-2-2.png" alt="" /> <h2>Auto-Approval for Personal Loan</h2> Auto-approval is the process where you approve a request if it meets some specific requirements. In this case, we had two conditions: <ol> <li>The Loan requested is less than $1000</li> <li>Salary of the requestor is more than $3000</li> </ol> Also, we need to run the same process if the application is modified. This time I wanted to try Microsoft Power Automate, which was previously known as Flow. I logged in to the Power Automate Portal and created a Flow.&nbsp; <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Sharepoint-personal-loans-2-3.png" alt="" width="700" height="394" /> Once the Flow was completed, with all the conditions and auto-approval, I explained it to my business team. However, with the connectors and the logics, they found it very difficult. Using Power Automate meant that in case of even a little bit of change, they had to go back to the developers. We then tried the Business logic in Infowise ultimate forms. I was amazed by how easy and intuitive it is to create Business Logic with Infowise Forms. The User Interface is clean and easy to understand with checkboxes and tabs. The things I loved were: <ol> <li><strong>Tutorials and Documentations</strong></li> </ol> The right side of the application has a large number of tutorials and documentation relevant to the screen. The tutorials help the user to check out the processes if they are unable to figure it out. I came across a video tutorial, which described the process step by step, making my life so much easier.&nbsp; <ol start="2"> <li><strong>Availability of a large number of options to &ldquo;Run on Events".</strong></li> </ol> Any action gets triggered based on some event like an item is created or updated. While creating actions in Infowise ultimate forms, I have an option to choose the events my response will be based on. I can also select multiple options, allowing me to run the same actions on different occasions like New, Edit and Delete, reducing my work.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Sharepoint-perosnal-loans-2-4.png" alt="" width="700" height="322" /> I like the option to create an action is an attachment is created or deleted. It can help to track if someone wants an attachment to reviewed or if someone deleted an attachment accidentally. Timer-based Run on Events, allows us to run an action periodically. It is like a Timer Job and can be used to generate a report. <ol start="3"> <li><strong>Availability of more Advanced Settings</strong></li> </ol> I can choose more options from the &ldquo;Advanced Setting&rdquo; tab. Each option comes with a detailed explanation. Click on the "question mark" icon to check.&nbsp; Options that I can choose include: <ul> <li>I can manually execute the process, which might be a perfect option while I am testing my workflow.</li> <li>I can also choose if the action is repeatable so that it executes every time I add a new item.</li> <li>I can Log results, which is useful for debugging.</li> <li>I can choose to stop the process if there is an error and send a message to the person responsible for the process, ensuring that immediate action can take place.</li> <li>I can allow people to execute the action, even if they don't have sufficient permission or stop then from triggering the reaction.<br /><br /></li> </ul> <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Sharepoint-perosnal-loans-2-5.png" alt="" /> <ol start="4"> <li><strong>Action Settings: to define the actions easily with &ldquo;AND&rdquo; and &ldquo;OR&rdquo; Operator</strong></li> </ol> Once I had identified the events on which the work will take place and the other settings, I could create the conditions and results. I can choose the site and list and add one or more columns with the "Values to set" options to define the values that will get updated if it meets the condition. The values can be set as texts or as values from different columns. To set the condition, I can choose the columns from the dropdown and add them with &ldquo;AND&rdquo; or &ldquo;OR&rdquo; operator. <br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Sharepoint-perosnal-loans-2-6.png" alt="" /> <ol start="5"> <li>The only word of caution is that one needs to be a bit careful when setting up the conditions. Check out the Infowise Tutorial (<a href="https://www.infowisesolutions.com/training/article.aspx?ID=54">https://www.infowisesolutions.com/training/article.aspx?ID=54</a>), which defines how the system interprets the terms.</li> <li><strong>Import pre-defined actions</strong></li> </ol> Infowise Actions also allows you to import actions that were defined before. If I already have action, I can import and reuse it for my current item. <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Sharepoint-perosnal-loans-2-7.png" alt="" width="684" height="146" /> I quickly added all the actions and my auto-approval started working. My business team could now add new conditions if they wanted to.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Sharepoint-perosnal-loans-2-8.png" alt="" /> <h2>Email Approval for Personal Loans</h2> In case the personal loans were not auto-approved, the next option was to create an email notification to the approvers to approve the loan. I used the Alerts option that I had used before for sending emails. I just added the conditions and the emails started working.<br /><br /><strong><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Sharepoint-perosnal-loans-2-9.png" alt="" /></strong> <h2>Calculating Summary and Generating a Tracking report</h2> Once the approval system was in place, I wanted to create an Approval Tracking report. Guess what I used to create my report: Infowise Ultimate Forms Actions. I created a list and three actions. The first one is a timer-based event, which creates a new record with a date every day at 6 AM. This action will ensure that my next steps will be able to calculate the summary and update the list for that date. Second and Third action items help to calculate the summary. So every time there is a new item in the personal loan list, it updates the number of loan items created. This process allows us to get a tracking report to understand the number of loans request made and the loans approved.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Sharepoint-perosnal-loans-2-10.png" alt="" /> Further, we can use this tracking result to create graphs and charts to see which period has the most significant number of requests. Do let me know what you think about the Actions in Infowise Ultimate Forms as compared to the SharePoint Designer workflows or the Power Automate Workflows. &nbsp;https://www.infowisesolutions.com/blog/defining-approval-process-and-tracking-daily-approvals-using-infowise-ultimate-formsDebolina DasguptaFriday, January 31, 2020https://www.infowisesolutions.com/blog/defining-approval-process-and-tracking-daily-approvals-using-infowise-ultimate-formsConfigurable toolbar in Modern formsHi, If you've used our Modern forms, you know that they are highly customizable. You can basically make them look exactly like you want, in terms of layout, which columns to include, what styles to apply and much more. You can truly create the interface you always wanted. The only thing that is not configurable is the toolbar we add to the top of the form. Through this toolbar you can always edit, save and close the form, as well as use various additional features of Ultimate Forms: print, alerts and actions. In the update released today you have complete control over the toolbar. You can hide it completely or you can hide specific features, such as Print or Edit. The ability to control the toolbar is added as a button to the top toolbar of Form Designer. The feature is already available on Office 365 and will be available to our on-premises customers in the next version.https://www.infowisesolutions.com/blog/configurable-toolbar-in-modern-formsVladi GublerMonday, January 27, 2020https://www.infowisesolutions.com/blog/configurable-toolbar-in-modern-formsDocument Management System in Healthcare Industries<h2>Document Management System in Healthcare Industries</h2> Hi Readers, Best wishes for the new year. This time I am writing on the importance of document management systems in healthcare industries. I have spent the right amount of my experience in healthcare industries.<br />Healthcare industries, including hospitals, clinics and individual practitioner needs to do lots of paperwork because of compliance as well as their needs for later reference. Documents are related to patient records, insurance details, pathological lab reports, diagnosis, billing details and many more.<br />I have seen in my career, even big hospitals are managing such documents in hard copy and piling them in files. I can visualize how tedious it would be to search records out of those pile-ups. <h2>Need for Document Management System in Healthcare Industries.</h2> <br />Considering the above scenario, I strongly feel healthcare entities need a good document management system. DMS should help healthcare facilities for easy maintenance and retrieval of records or documents.<br />I have listed a few crucial reasons why healthcare industries should consider moving from traditional paperwork to modernize document systems.<br /><br /><strong>Adherence to regulatory compliance</strong> <br />Several countries have rigorous policies against regulatory compliance, and significant focus is on keeping records secured, confidential and retained for a specific period.<br />In the US, many states have compliance with digitalizing the hard copy into electronic documents. With modern days DMS, we can assure that we are compliant with regulations and maintain confidentiality and privacy.<br /><br /><strong>To rule out the human errors</strong><br />When we work with such a large amount of files, there is always an excellent probability of human errors.<br />And I have seen cases where these types of human errors became fatal. Some of them are providing incorrect medical reports to the patient resulting in medicine dose given inappropriately.<br />Using the DMS, we can apply specific business validations to rule out these errors.<br /><br /><strong>Maintaining versioning and audit trail</strong><br />Versioning and audit trail is an essential feature of document management systems. Which is widely used by industries for adherence to compliance? <br /><br /><strong>Environmental clause</strong><br />We all know the use of paper harms our environment, and in the hospital industry, before document management system tons of paper were used, imagine how many trees were sacrificed due to this. I feel proud to say modern-day document management systems can go for zero paperwork, and everything can be automated.<br /><br /><strong>Profitability</strong> <br />The well-designed document management system can save a lot of money; it may be because of reduced materials and equipment costs on papers, photocopier, cartridges etc.<br />One can also save costs on space required for storing file cabinets and also staffing needed to manage it. <h2>Features of Modern Day Document Management System</h2> I have implemented multiple document management systems, and all of them were based on SharePoint; these were both on-premise and SharePoint Online. <strong>An efficient document management system should have the following features</strong> <ol> <li>Easy to use &ndash; DMS should be user-friendly, and medical staff and other end-users should be able to use it with either no training or minimal training. Building DMS on SharePoint provides lots of flexibility to configure it easy to use for users.</li> <li>Search- Search is a very critical part of any document management system; without effective search, DMS is of no use as it stores lots of data, and if that data is not searchable and retrievable, then it would become stale data. SharePoint is quite popular for its search after the takeover of Fast search. The search feature of SharePoint provides a true flavour to the document management system.</li> <li>Security- Security is a very important aspect of DMS, and SharePoint provides very effective solutions for security compliance. Its granular permissions help to implement effective regulatory compliance</li> <li>Audit Trail- DMS for healthcare need audit log to verify the past updates on the document; it is also very important for certain compliances. SharePoint has an OOTB feature using which we can quickly provide audit features to any DMS.</li> </ol> <h2>How Infowsie Ultimate forms can help you build document management systems<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise " width="700" height="450" /></h2> Although SharePoint alone is a very effective product to build a document management system but sometimes based on customer's requirement, we have to provide certain features that are not available easily in SharePoint, either OOTB or large development efforts are required.<br />In the market, there are some third-party tools available that help industries to develop customized DMS, which are easy to use and popular in the market.<br /><br />One such tool is Infowise Ultimate forms, which is my all-time favourite because of its features, easy to use and support provided. Infowise Ultimate forms are elementary to configure and also their technical support is fantastic, which helps an organization to Onboard on this tool.<br />I am listing down the features of Infowise Ultimate forms, which would help any business to configure the efficient DMS.<br /><br /><strong>Alerts</strong> &ndash; Infowise provides Alert features, which are very useful in notifying various stakeholders about any modification in the document or records and this is one of the requirements of compliance. Infowise alerts are very easy to configure, and its configuration information can easily be found on Infowise Ultimate forms documentation.<br /><br /> <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Search.PNG" alt="" /><br /><br /><strong>Search</strong> &ndash; As we all know that how much efficient search is important for any document management system, Microsoft has always focused on providing strong search features and has been continuously improving it since the beginning of SharePoint history. It has added a feather in its cap by acquiring FAST search and provided as an integral product from SharePoint 2013 onwards. Infowise Ultimate forms provide a good search web part, which can be easily configured and used on any SharePoint site\ pages. <strong>Print and Export features</strong> &ndash; In any DMS print and export functionality are the important features as it provides adherence to regulatory compliance and also helps integration with other systems available. Infowise provides the Print and Export feature, which can be utilized in any DMS to achieve such features. <img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Print.PNG" alt="SharePoint Document Management" width="700" height="447" /> Importance and need of Document Management System were always there; in non-IT days, it was done with the help of papers and file cabinets and nowadays, using software, DMS is not only important for healthcare industries but for all and which could be further extended to the knowledge management system. There are platforms other than SharePoint, which also could be used for building DMS. Still, there is no match of flexibility and reach provided by SharePoint, and that's why you would see in majority cases SharePoint is used for building DMS.<br />In my upcoming blogs, I will be writing more about Document Management Systems and its importance in healthcare industries.<br />Thanks for reading my blog and to expedite your learning journey with Infowise, visit Infowise <a href="https://www.infowisesolutions.com/training/">tutorials</a>, <a href="https://www.infowisesolutions.com/webinars">webinars</a> and <a href="https://www.infowisesolutions.com/documentation/">documentation</a> pages. &nbsp;https://www.infowisesolutions.com/blog/document-management-system-in-healthcare-industriesAbhishek DubeyThursday, January 23, 2020https://www.infowisesolutions.com/blog/document-management-system-in-healthcare-industriesUpdated Kick Start Training Now Available<img style="display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/willcooper/ufk-banner.png" alt="" width="500" height="239" /> I'm glad to announce that we have released a newly updated version of&nbsp;<strong>Kick Start Training</strong>. This is an in depth training that covers building a&nbsp;<strong>Help Desk System&nbsp;</strong>from scratch using many key features of Ultimate Forms. Most importantly, this training demonstrates building the solution with the new&nbsp;<strong>Form Designer&nbsp;</strong>tool as well as taking advantage of web parts and list views using&nbsp;<strong>Modern pages</strong>. It is our goal to help those who are first learning Ultimate Forms to have the opportunity to ramp up quickly by providing many ways to learn the fundamentals and get started with their own solutions without headaches. Here is a link to the full training: <a href="https://www.youtube.com/watch?v=-YEsUzFftJM">https://www.youtube.com/watch?v=-YEsUzFftJM</a> Additional to&nbsp;<strong>Kick Start Training&nbsp;</strong>we have updated our&nbsp;<strong>Foundation Training&nbsp;</strong>content to also demonstrate use of the&nbsp;<strong>Form Designer&nbsp;</strong>tool and take advantage of&nbsp;<strong>Modern Pages</strong>. Head on over to our <strong>training page</strong> to get a full description of training options: <a href="https://www.infowisesolutions.com/instructor-led-training">https://www.infowisesolutions.com/instructor-led-training</a> <strong>Tutorials&nbsp;</strong>have also been getting updates to help users take advantage of new features. It can be daunting to get started with a new toolset, but we want to lend a hand and help you to make quick progress in your learning. If you have any questions related to training on Ultimate Forms, please contact me directly at <a href="mailto:willc@infowisesolutions.com">willc@infowisesolutions.com</a> Happy learning!https://www.infowisesolutions.com/blog/updated-kick-start-training-now-availableWill CooperWednesday, January 22, 2020https://www.infowisesolutions.com/blog/updated-kick-start-training-now-availableHow SharePoint and Office 365 Shaped the Modern Government Procurement ProcessGovernment procurement is a critical part of both state and local government operations. It fuels the government engine and empowers the public servants to deliver the required products and services to the public. Modern and effective government procurement requires a capable procurement system like SharePoint and Office 365. Sharepoint can be integrated with custom made portals that can substantially improve the business processes of any department. In public procurement, Sharepoint and its procurement portals provide the following benefits. <h1>Increased Supplier Diversity</h1> By using a cloud-based procurement system like SharePoint and Office 365, state and local governments can simplify the involvement of the new vendors. Procurement offices can create a self-registration form and collect all the information about potential suppliers at once without any hassle. A well-designed form will increase the accuracy and efficiency of the procurement processes and help procurement offices to engage with most suitable vendors. Free trial versions can be used to save taxpayers dollars, but they have limited functionality, so in the long run, the full version is the right choice. In public procurement, a large number of suppliers and vendors are involved, SharePoint and Office 365 can compile a shortlist of the preferred vendors. The procurement office can set up several parameters, including the type of business, price, location, payment, delivery dates, etc. Automatic alerts can be set up to increase the efficiency of the procurement process; the alerts can be made for critical dates such as contract expiry, bidding schedule, etc. <h1>Better Vendor Management</h1> When procurement offices use SharePoint and Office 365 as a procurement system, they can pre-assess the vendors with just one click on the vendors&rsquo; profile. The profile has all the necessary information of the vendor, including previous tenders, signed contracts, schedule of payment, invoices, procurement orders, etc. It may also have critical indicators and markers such as business age, recommendations, feedback on unsold/non-marketed products, discounts, support, etc. Specific information can also be covered in the profile, which may include. <ul> <li>Minimum batch requirement.</li> <li>Quality standards being followed.</li> <li>Storage Conditions.</li> <li>Product life.</li> <li>The technology used for the manufacturing process.</li> <li>Description, certificates, test reports.</li> <li>Terms of delivery and much more.</li> </ul> State and Local Governments can benefit from the automated performance reviews of the vendors. The procurement system will calculate the overall score of each vendor and even provide a history of previous business interactions, including deliveries, returns, and their reasons, inspection results, etc. <h1>Competitive Bidding</h1> Bidding is made stress-free when you use SharePoint procurement portals to manage the procurement processes. State and Local governments can publish the requirements and set the list of the related categories. All the information regarding the bid is kept in one place, so you will not lose time manually searching your inbox to find the relevant emails. Invitation statuses can also be tracked when you use SharePoint and Office 365 as a procurement system, and changes in a tender&rsquo;s condition can be introduced immediately while making sure that the vendors see them. The procurement system automatically highlights the best options available according to their price and rating. It is also capable of organizing and comparing the bidders. The procurement office can create a Q&amp;A section where bidders can find answers to common questions; by doing so, they can save several hours that they&rsquo;d otherwise spend answering queries. <h1>Stronger Community</h1> SharePoint&rsquo;s procurement portals allow you to create forums and Q&amp;A sections through which you can create a strong community of your suppliers. The community shares goals and may have a desire to discuss and improve the quality of the products. SharePoint and Office 365 also enables users(both internal and external) to share their feedback and communicate their expectations to increase the level of co-operation. The procurement office can instantly reach any vendor using IM; it fast-tracks the negotiation phase of the procurement process, particularly relating to crucial decisions. <h1>Motivate Suppliers</h1> Using SharePoint and Office 365 as a procurement system allows the procurement office to provide feedback on the vendors&rsquo; performance. The vendors can view the selected vendors, bid winners, etc. this will enable them to develop their proposal accordingly. This healthy competition between vendors results in you getting the best value of your money. <h1>Cost-Effective</h1> Using a SharePoint procurement portal allows the procurement office to compare the prices of different vendors and even avail volume discounts. The visibility of the portal makes it easier for you to find what else to buy from a supplier to increase the volume to avail discounts. Even if you place these orders independently on the companies&rsquo; page,&nbsp; they&rsquo;ll automatically appear in a single shopping cart of the vendor. The procurement portal also allows the procurement office to engage sub-suppliers in the supply of its vendors. This process optimizes the supply, helps reduce the production cost, and ultimately may result in a lowered price of the product for you. <h1>Make Timely Payments</h1> State and local governments can become reliable partners of the vendors by using SharePoint and Office 365 for procurement processes because of alerts and notifications. The procurement office will receive alerts for upcoming payments and can view the available payment options. They can even integrate payment systems and make direct payments. <h1>Comprehensive Overview</h1> SharePoint and Office 365 as a procurement system displays all relevant applications along with their status such as approved, open, pending, etc., Vendors selected or recommended, RFI/RFP, RFQ, LPO generated/sent, etc. The procurement office can also see where their involvement is required, which makes it easier for them to pinpoint unsolved issues, resulting in increased efficiency. SharePoint procurement system identifies trends such as company spendings, areas where budget exceeds, etc. The procurement system then processes the patterns and presents them in the form of tables, dashboards, diagrams, etc. The cloud-based SharePoint procurement system stores all the information on the cloud; this allows users to access the information from their mobile phones. This makes it easier for them to reach the required information and take care of the procurement processes regardless of their location. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs &nbsp; &nbsp;https://www.infowisesolutions.com/blog/how-sharepoint-and-office-365-shaped-the-modern-government-procurement-processAmir ShingrayTuesday, January 14, 2020https://www.infowisesolutions.com/blog/how-sharepoint-and-office-365-shaped-the-modern-government-procurement-processSharePoint and Office 365 as a Lease Management SystemSharePoint and Office 365 is a complete management system, from lease management to providing better customer service to the clients; it can handle it all. It is a user-friendly management system that offers easy access to documents, increased efficiency, better security, prevents duplication, and much more. Today we&rsquo;re going to review some of the basic features of SharePoint and Office 365. <h2>Dedicated Project Site Pages</h2> When you use SharePoint as a lease management system, you can have a dedicated portal for all your projects and sites. You can add images of the property or the location on the map. These sites can consist of the relevant contacts working on the project, documents related to the property, and even tags. <h2>Synchronize Documents Online and Offline</h2> When you have a lot of documents to work on, sometimes you can forget to upload it. SharePoint allows you to sync these documents with just a click of the button from your computer. This enables you to sync files directly to SharePoint when working on your computer. Another way of uploading files instantly to SharePoint is by creating a shared folder in the system. Just drop your files in the folder, and they&rsquo;ll automatically get uploaded on SharePoint. You can also use OneDrive to create a shared folder, as it can be easily integrated with SharePoint. <h2>Keep Up with Contract Renewals with Notifications</h2> Another useful application of SharePoint as a lease management system is that you can set-up notifications for contract renewals. By doing so, SharePoint will remind you when the renewal date of the contract arrives. <h2>Customer Portals</h2> Using SharePoint and Office 365 for lease management, you enable yourself to provide better customer service to your customers by setting up customer portals. In these portals, you can add the details of the property, mortgage information, tax documentation, etc. <h2>External Document Sharing</h2> When it comes to document sharing, SharePoint and Office 365 can be highly beneficial for you. You can configure the external sharing option of the site, and when enabled, you can share the contracts and documents with external users easily. You can also dictate the privacy of the document and assign read-write privileges to users. <h2>Metadata Management</h2> When you use SharePoint and Office 365 for lease management, you can define tags and metadata for the document. Metadata could be keywords of the project and the department they relate to. You can set up metadata as Construction, Rent, Lease, Insurance, Operations, etc. You can even define metadata for the sub-items such as Plumbing, Electronics, Safety, etc. <h2>Advanced Search</h2> SharePoint and Office 365 takes the search capabilities to the next level because of its metadata repository. When you use it as a lease management system, you can easily find the documents you&rsquo;re looking for. And document versioning makes it even easier for you to find the correct version of the document. <h2>E-Signature</h2> When you use SharePoint and Office 365 for lease management, you can easily integrate an e-signature application. This enables you to manage contracts digitally and eliminates the need for face-to-face meetings. This saves time for all the parties and streamlines the entire process. <h2>Dashboards</h2> SharePoint can generate real-time dashboards so you can monitor the progress of your projects. This tool makes SharePoint and Office 365, a powerful lease management system. <h1>Conclusion</h1> SharePoint and Office 365 is an all-rounder enterprise solution; if you are already using it to carry out some of your business processes, you should also consider using it as a lease management system. It is easy to use, and it can integrate with external software making your business processes even more efficient. There are several out-of-the-box portals available in the market that are designed specifically to enhance SharePoint&rsquo;s capabilities; by using them, you can increase the overall efficiency of your company and maximize your output. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needshttps://www.infowisesolutions.com/blog/sharepoint-and-office-365-as-a-lease-management-systemAmir ShingrayTuesday, January 14, 2020https://www.infowisesolutions.com/blog/sharepoint-and-office-365-as-a-lease-management-systemPersonal loans calculator using Infowise Ultimate Forms<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Dear Reader, It's almost 15 days past the new year. Looking back, I think it has been a fantastic year. I travelled a lot, read loads of new books and found a secure form creating solutions using Infowise Ultimate Forms.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Today, I would like to share a calculator I have built for calculating Personal Loan interest using Infowise Forms.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-n.png" alt="" /><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">What are Loans?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Loans are an essential part of retail banking. A bank loan is the most common form of loan capital for a business or consumer. Financial institutes are resources we turned to if we need money to buy a car or a house or to tide over some an extra expenditure in a month; one can apply for a loan, once the loan is approved and disbursed, one can pay back the loan after a pre-defined period, say five years or ten years, along with monthly interest.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If I take a loan of $50,000, for one year, at an interest rate of 12%, I can pay only $4442 per month, and at the end of the year, I can pay the principal amount. Loans help a person to spend more than they have and pay it back later with more convenience.</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Why do banks provide Loans?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">From a bank perspective loans help to generate income. I know it doesn't sound evident from a consumer viewpoint. I was also surprised when I read about the money multiplier effect of loans.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To clarify, banks generally have two primary purposes.</span> <ol style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It allows people to save money and, in return, provides an interest.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It also lends money and receives an interest in return</span></li> </ol> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A bank doesn't have any money of its own, so it gives to cash that is deposited by people. The interest that a bank earns helps them to pay interest on deposits. However, a bank cannot lend all its money. A depositor can come back any day to withdraw his savings. To solve this problem, banks assume that all the depositors would not withdraw their funds on the same day. They save a part of the deposits, and the rest they disburse as a loan. The preserved part is called the reserve.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Now, the banks calculate the amount of money that they receive from their loans.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Let us consider the scenario:</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">A bank has a deposit of $100, and it lends $99, with a reserve of $1. The loan gives the bank a total income of $105. Thus the change is $105-$99=$6. Thus, the bank increases the funds it had, thereby creating money. Now imagine all the banks lending innumerable people, it creates wealth for the banks.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, it is significant for the banks that people pay their loans back. If not, then the bank will run into a loss and cannot pay back its depositor's money. Thus, the bank runs a very stringent check on the ability of the person to return the loan amount.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To create a personal loan calculator, I had the following requirements:</span></h2> <ol style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Gather all the information about the person applying for the loan, including personal information and also employment details.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Allow an option to upload documents.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Make it accessible on smartphones and tablets.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Please send an email to the user that his request is in process.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: decimal;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The bank employee updates the request with the result.</span></li> </ol> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To begin with, I used the Form Designer from Infowise Ultimate Forms.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;<img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-2-n.png" alt="" width="700" height="350" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">With a few button clicks, I could colour and design the page as per the colour and design I wanted. I also had options to add custom CSS and not just choose the pre-defined options. This helped me to design my form precisely the way I wanted, including the margin and padding.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-3-n.png" alt="Infowise SharePoint Loan App" width="700" height="407" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To capture a large number of columns, I created a tabbed form. Tabs can be added very easily by dragging it from the controls on the form design page. Though I am very comfortable with tabbed types, sometimes accordion also works well with forms that have a large number of fields. You can also create an accordion or add images by dragging the controls.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I also added a tab to upload documents. The document tab allows the user to drag and drop the files they want to upload. It's exciting how Infowise Ultimate Forms fit into SharePoint with few clicks of the mouse.&nbsp;<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-4-n.png" alt="" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Another feature of form designing that I appreciate and use a lot is validations. It's quick and easy to add validations for any field. I can also add permissions and rules. I can also choose which kind of form (Create, Edit or View) will have the validations. The preview button also makes it easier to check it on Smartphone and Tablets.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once my form was completed and tested with the validation, I started by adding alerts to the form. I needed a simple email to tell the user that his request is in progress. If I were not using Infowise ultimate forms, this would be the time for me to open up a new application, SharePoint Designer or maybe Microsoft Power Automate, previously know as Flow.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, with the Infowise Forms application, I can create alerts, without starting a new application. It is everything useful in one place. Also, it provides a dropdown based UI where it is straightforward to set the alert criteria. I can also see the alert I had previously set on a different form.<br /><br /></span><br /><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-5-n.png" alt="SharePoint Infowise Loan App" width="700" height="201" /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">It also provides Tutorials and Documentation about alerts and what are the best practices. I created my alert and added the recipient as the one who created the item. I can also set the criteria based on which I can send the email and the email template. I can easily fetch dynamic data from the list to add it to my email template.<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span><br /><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/How-much-can-I-borrow-6-n.png" alt="" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Have you tried the Infowise Ultimate Forms yet to design your forms quickly? Let me know how you find it?<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Join me next week as I discuss more the personal loan approval and interest calculation, using the Business Process Module in Infowise Ultimate Forms.&nbsp;</span>https://www.infowisesolutions.com/blog/personal-loans-calculator-using-infowise-ultimate-formsDebolina DasguptaTuesday, January 14, 2020https://www.infowisesolutions.com/blog/personal-loans-calculator-using-infowise-ultimate-formsCreate a Centralized Search Portal with List SearchLet&rsquo;s say your SharePoint site has got 20 different document libraries and 30 different lists, all containing different data sets which different groups of users need to access. Wouldn&rsquo;t it be great to have a single place where they could all go to find specific documents or records? Guess what, that&rsquo;s totally do-able using the Ultimate Forms List Search web part. When you create the web part Profile in O365, you can include any or all of the libraries and lists on the site. You can also further filter your data by specifying views. &nbsp; <p style="text-align: center;"><img style="border-width: 1px; border-style: solid;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-01-13_12-56-26.png" alt="" width="650" height="667" /> One recommendation I&rsquo;d make &ndash; I think you should always opt for the &ldquo;Advanced&rdquo; search when you set up the app, since that provides much more data parsing power &ndash; and, you can toggle to the &ldquo;Simple&rdquo; mode on your page if you want to. It works a bit differently in the on-prem version, but you have the same level of flexibility with sources. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-01-14_7-30-05.png" alt="" width="450" height="648" /> The web part looks great on an O365 Modern page. In the Advanced mode, you can select up to five different value to search on, using &ldquo;AND&rdquo; and &ldquo;OR&rdquo; conditions. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-01-13_14-48-01.png" alt="" width="700" height="245" /> Clicking on the record will bring you to the item&rsquo;s detail page in the list or library. You can also print your results or export them to Excel, or save the search for future use. The on-premise experience is a little different, but has the same basic characteristics. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2020-01-14_7-35-56.png" alt="" width="700" height="140" /> Either way, this is a powerful tool that can let your users find the information they need fast from a single, centralized location. For more information, check out the tutorials <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=158">List Search (O365)</a></strong> and <strong><a href="https://www.infowisesolutions.com/training/article.aspx?ID=159">List Search (On-premises)</a></strong>.https://www.infowisesolutions.com/blog/create-a-centralized-search-portal-with-list-searchPhil GoldTuesday, January 14, 2020https://www.infowisesolutions.com/blog/create-a-centralized-search-portal-with-list-searchUsing SharePoint and Office 365 to create a Purchase Order System<h1 style="text-align: center;"><strong>Purchase Order System</strong> with <strong>SharePoint and Office 365</strong></h1> <p style="text-align: center;"><em><a href="https://www.capterra.com/p/58688/Office-365/reviews/">&ldquo;Overall, it's a dependable system that I believe is the industry leader for a reason. The software is refined and getting better each year.&rdquo;</a></em> <p style="text-align: center;"><em><a href="https://www.capterra.com/p/58688/Office-365/reviews/">&ndash; Office 365 review on Capterra by Nik K.</a></em> A <strong>purchase order system</strong> is a must if you want to efficiently handle the purchasing process and maintain an accurate financial record. An efficient <strong>purchase order system</strong> can help you save time, assist in planning and budgeting, manage overages, reduce errors, and monitor progress. There are several out-of-the-box <strong>purchase order system</strong>s available in the market for <strong>SharePoint and Office 365</strong>, and not all of them are created equal; some are versatile, and some are limited. So how to determine if you need to update or automate your <strong>purchase order system</strong>? <h2>Costly</h2> Manually handling your <strong>purchase order system</strong> can be expensive; you will require to hire employees to handle the workflow, and as your business grows, the number of employees will grow as well. This can be difficult for many, especially if they have a limited budget to operate. <h2>Time Consuming</h2> If your current <strong>purchase order system</strong> is consuming more than the necessary time between order placement and delivery because of authorization, data entry, or request, then it is time for an upgrade. <h2>Communication Gap</h2> Effective communication is a must between departments to deliver the desired product or services to the client. In a manual <strong>purchase order system</strong>, the chances of miscommunication increases, resulting in ineffective processes. <h2>Increased Errors</h2> Increase pressure due to workload may result in errors in certain areas. If mistakes are made in data entry, your client won&rsquo;t receive what they ordered, which can hurt your business. Pressure also tempts the employees to disregard essential SOPs of the <strong>purchase order system</strong>. If your <strong>purchase order system</strong> is facing these issues, then it is time for you to adapt to a new system. <h1><strong>Purchase Order System</strong> in SharePoint or Office 365</h1> With <strong>SharePoint and office 365</strong>, you can address all the issues that your current purchase order might be facing. It can effectively handle all the processes of the <strong>purchase order system</strong> because of its built-in tools. Let&rsquo;s review some of the best features you get by using <strong>SharePoint and Office 365</strong> as a <strong>purchase order system</strong>. <em> <iframe src="//www.youtube.com/embed/Dwjq3qCHai4?feature=emb_logo" width="560" height="314" allowfullscreen="allowfullscreen"></iframe><br /></em> <em>Webinar: Improve Your Purchasing with SharePoint &amp; Office 365 by Infowise<br /></em> &nbsp; <h2>Order Tracking</h2> The most stand-out feature of using <strong>SharePoint and Office 365</strong> as a <strong>purchase order system</strong> is that users can track their orders every step of the way. Purchase requests can also be followed and stored on the platform, from request approvals to delivery. <h2>Customizability</h2> Every company follows different guidelines and have different processes, with <strong>SharePoint and Office 365</strong> users can customize the <strong>purchase order system</strong> according to their needs. They can set-up the purchase request form, assign admin roles, set up multi-level approval, define purchase orders based on location, type, cost, etc. <h2>Automated Communication</h2> Another excellent feature of <strong>SharePoint and Office 365</strong> is that it helps you communicate between departments without delays. Once a purchase request is submitted, the platform automatically sends out emails to the related parties. And when the client receives the product, all parties are notified. <h2>Interactive Dashboards</h2> <strong>SharePoint and Office 365</strong> helps you to monitor the progress of the purchasing process by generating dashboards from the information. You can also track the history of purchase requests by each department, view approval and denial percentage, and the overall status. These dashboards are saved on the platform, so you can use them as references whenever you need them. <h2>Integration with External Systems</h2> Flexibility is another reason you should use <strong>SharePoint and Office 365</strong> as a <strong>purchase order system</strong>. You can easily integrate it with external systems such as finance, equipment or asset, etc. This feature improves the overall efficiency of all departments in the company. For example, a department requests a printer; once the process is completed, the platform will automatically generate an entry in the finance system as an IT asset. <h2>Sharing and Printing</h2> When you use <strong>SharePoint and Office 365</strong> as a <strong>purchase order system</strong>, you get the option to add a formatted template that can be printed and shared with others. It can include your company&rsquo;s information, i.e., Company logo, address, phone, email, etc. and receiver&rsquo;s information. It can also include a signature of the approving authority. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needshttps://www.infowisesolutions.com/blog/using-sharepoint-and-office-365-to-create-a-purchase-order-systemAmir ShingrayFriday, January 10, 2020https://www.infowisesolutions.com/blog/using-sharepoint-and-office-365-to-create-a-purchase-order-systemBenefits of using SharePoint and Office 365 as a Vendor Management Software<p style="text-align: center;"><strong><em>Infowise Ultimate Forms</em></strong> <p style="text-align: center;"><em><a href="https://www.capterra.com/p/58688/Office-365/reviews/">"The ultimate software for any business needing an all in one office solution.&rdquo;</a></em> <p style="text-align: center;"><em><a href="https://www.capterra.com/p/58688/Office-365/reviews/">&ndash; Capterra Review by Matthew S.</a></em> <strong>Vendor management</strong> empowers your company to take appropriate actions to control cost, reduce risk, ensure excellent service output, and generate mutual value from vendors. You would have to follow several processes for effective <strong>vendor management</strong>, including searching suitable vendors, finding and managing pricing details, measure the work quality, maintain business relations with vendors, etc. It can be daunting for many to keep up with these tasks, so to avoid a disaster, companies use <strong>SharePoint and Office 365 </strong>as a <strong>Vendor Management</strong> Software. By doing so, contract management becomes easy; companies can get a better selection of vendors, monitor performance of the vendors, assign goals for vendors to generate value, build long-lasting relationships, and much more. And today, we are going to review some of the stand-out features of <strong>SharePoint and Office 365 </strong>for <strong>vendor management</strong>, so let&rsquo;s get started. <h2>Integrated with Other Microsoft Apps</h2> The most stand-out reason to use <strong>SharePoint and Office 365 </strong>for <strong>vendor management</strong> is that no other management software matches its level of integration with Microsoft Applications. This can be a convenient feature for you if you are already using other Microsoft apps such as Word, Outlook, Excel, etc. because you won&rsquo;t have to train your team to use the new management software. You can save crucial time and increase your productivity by easily importing/exporting your data on the Office 365 platform. This will allow you to eliminate repetitive processes and bring some level of automation to your processes, making them more efficient. Your legal team can create, review, monitor changes, and manage user permissions for efficient vendor and contract management. <h2>Shared Database</h2> <strong>SharePoint and Office 365 </strong>come with <a href="https://docs.microsoft.com/en-us/office365/servicedescriptions/onedrive-for-business-service-description">OneDrive, which provides up to 25 TB</a> for storing your contacts and documents. You can save achieved targets, responsibilities, profiles, and other relevant information in a single database that is shared across the company. The centralized search feature makes it easier for the management to search and filter documents across the platform. They can also create custom views for their documents to increase the search capability of their management software. <h2>Enhanced Security</h2> A data breach is one of the major concerns of many businesses, and it should be, as almost <a href="https://www.businesswire.com/news/home/20181115005665/en/Opus-Ponemon-Institute-Announce-Results-2018-Third-Party">60% of the companies in the US and the UK experienced a 3<sup>rd</sup> party data breach in 2018</a>. In <strong>vendor management</strong>, this risk increases substantially; that&rsquo;s why a safe and secure management software is a must for your business. <strong>SharePoint and Office 365 </strong>have a state-of-the-art security system that allows you to keep sensitive information safe. You can set-up multi-factor authentication, create dedicated admin accounts, block malware, encrypt your data and messages. You can also configure Advanced Threat Protection against malicious files, websites, and phishing attacks. The audit trail allows the management team to view who gained access, made changes to the data, and other related actions. <h2>Increased Collaboration</h2> Collaboration is vital in <strong>vendor management</strong>; it can help you make an improvement to your existing processes, encourage innovation for products or services, etc., and <strong>SharePoint and Office 365 </strong>are widely popular because of their collaboration capabilities. It allows you to share sensitive documents safely both inside and outside the company. Office 365&rsquo;s co-authoring feature is handy for contract management, different departments can not only review the records, but they can also edit and write contracts. The shared document database makes it easier for the contract team to increase productivity by providing real-time read-write access. <h2>Document Versioning</h2> Without efficient management software, it can be problematic for you to keep up with the contracts; you would have to search through documents manually, you can inadvertently update a document and rewrite over it. Subsequently, it&rsquo;d be harder to determine the most updated version of the report, etc. <strong>SharePoint and Office 365 </strong>can effectively handle all these problems. Document versioning allows your <strong>vendor management</strong> team to track changes made to the documents in real-time, maintain a record of previous versions of contracts during the contract lifecycle, make changes to a report without worrying about overwriting/replacing the document, create a uniform file-naming system across the company, etc. <h2>Manage Metadata</h2> Metadata can be very helpful if your company is managing several contracts; with SharePoint and Office 365, you can create metadata for the document. Metadata can include the business area of the agreement, type of contract, the title of contract, number of the contract, assign start-end or renewal date, the value of the deal, etc. You can customize the metadata to search and manage the documents, and the centralized database allows the management to configure and apply changes to the contract across the company. <h2>Expandability</h2> A company&rsquo;s requirements changes as they grow, they might require more storage space, install new software, etc. And if their current management system is limited, they&rsquo;d have to adapt to a new system. With SharePoint and Office 365, you can scale-up your platform as your business grows. At least 500 million documents can be supported by the platform, which is more than enough for a large-scale enterprise. And if you run out of space, you can request additional space according to your needs. This eliminates the need to adapt to a new platform every time you upscale. <h2>Advanced Search</h2> As mentioned earlier, searching for one document among thousands can be problematic and kill productivity. SharePoint and Office 365&rsquo;s search capabilities make it the undisputed champion among management software. Your team can search across a large number of documents from a single search bar, they can also create filters according to their need, and can even perform a multilingual search. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/benefits-of-using-sharepoint-and-office-365-as-a-vendor-management-softwareAmir ShingrayTuesday, January 7, 2020https://www.infowisesolutions.com/blog/benefits-of-using-sharepoint-and-office-365-as-a-vendor-management-softwareUltimate Forms rolling out to modern experience views in SharePoint 2019Hi there! At this point many of our customers have upgraded or built new SharePoint 2019 farms and some of them even want to use the new modern experience UI. Well at this point they had probably noticed that some features do not work as they used to in the classic experience or are working in office 365.. I am talking about our <a title="Ultimate Forms" href="https://www.infowisesolutions.com/ultimate_forms" target="_blank" rel="noopener">Ultimate Forms</a> custom fields and ribbon customizations, that had to be adjusted to be supported in the new UI. &nbsp; At the bottom of this post I will be updating a table that will include each component support, but for now let's dive a bit and understand how this will work in your brand-new SharePoint 2019 farms. &nbsp; First of all, you should know that those features are implemented by an app package which built upon the new <a title="SPFX" href="https://docs.microsoft.com/en-us/sharepoint/dev/spfx/sharepoint-framework-overview" target="_blank" rel="noopener">SharePoint Framework</a> (just like in SharePoint online). Worry not, our trusted installers will do most of the work for you! More about the installers later, first there are some steps that you will have to do in order to allow apps deployment and activation: <a title="Apps for SharePoint" href="https://docs.microsoft.com/en-us/sharepoint/administration/install-and-manage-apps-for-sharepoint-server" target="_blank" rel="noopener">Install and manage apps for SharePoint Server</a> &nbsp; When all the configuration stuff is over with, all you will have to do is download the latest versions of our installers and.. run them :) Each freshly built installer will perform the following: <ol> <li>Add and deploy our "Infowise Ultimate Forms Extensions" package into each of your app catalogs</li> <li>Go over the sites you had selected during the installation and add the new app to each one of them</li> </ol> Each product installer released after December 19, 2019 will contain the app installation part in it and support for new experience of the relevant product (if applicable). Please mind that for now, the app will have to be added manually in to sites created after the installer ran. Just go into the new site content, click Add &gt; App and look for "Infowise Ultimate Forms Extensions" in the search box. <img src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/omPremSpfxAddApp.png" alt="Add app" width="441" height="359" /> While this app is installed locally on your farm, the scripts it uses are hosted on our company servers, so in order for all of it to work, your client browsers must have access to the web. &nbsp; That is awesome!!! But what will you get from all of this?? First of all, we get all the ribbon buttons that got lost in the new UI: Print, Alert, Actions and Design. <p style="text-align: center;"><img src="https://storage.infowisesolutions.com/images/postimages/genadyvaisman/onPremSpfxRibbon.png" alt="Ribbon" width="700" height="212" /> <p style="text-align: center;">&nbsp; <p style="text-align: left;">And of course we will be able to see values in our favorite Infowise custom fields, like: Master-detail lookup, Associated items, Color Choice, Indicators and the rest.. <p style="text-align: left;">&nbsp; <p style="text-align: left;">Without further ado, the following list will show you which components are already released and supported in the new modern UI: <table style="border-collapse: collapse; width: 64.7899%; height: 204px;" border="1"> <tbody> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Ultimate Forms Design button</td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Smart Action Pro ribbon</td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Smart Alert Pro ribbon</td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Smart Print Pro ribbon</td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Electronic Signature Field</td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;"> <div>Color field and Indicators</div> </td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;"> <div>Connected lookup Field</div> </td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;"> <div>Associated Items Field</div> </td> <td style="width: 14.0956%; height: 17px; text-align: center;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;"> <div>Document Link Field</div> </td> <td style="width: 14.0956%; text-align: center; height: 17px;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;"> <div>LOB Item Link Field</div> </td> <td style="width: 14.0956%; text-align: center; height: 17px;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">User Property Field</td> <td style="width: 14.0956%; text-align: center; height: 17px;"><strong>V</strong></td> </tr> <tr style="height: 17px;"> <td style="width: 46.9914%; height: 17px;">Voting Field</td> <td style="width: 14.0956%; text-align: center; height: 17px;"><strong>V</strong></td> </tr> </tbody> </table> &nbsp; Enjoy the new UI and thank you for reading!https://www.infowisesolutions.com/blog/ultimate-forms-rolling-out-to-modern-experience-views-in-sharepoint-2019Genady VaismanSunday, January 5, 2020https://www.infowisesolutions.com/blog/ultimate-forms-rolling-out-to-modern-experience-views-in-sharepoint-2019Employee Management Solutions by Infowise and PartnersSharePoint has become one of the fastest-growing workplace automation solutions; according to Microsoft market research, over 75% of Fortune 500 companies are using SharePoint to manage their business processes efficiently. Custom site templates and portals allow users to enhance the capabilities of their SharePoint platform, and today we&rsquo;re going to take a look at some of those solutions. <h2>ULTIMATE forms by Infowise</h2> <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise&rsquo;s ULTIMATEforms</a> is a ready-to-use solution that users can integrate into their existing SharePoint/Office 365 platform and increase the functionality of their management solution. Custom templates are available for various departments of a company, including HR/Finance, Operations, Sales/Marketing, IT/Engineering. Today we're going to focus on the <a title="Infowise SharePoint Templates" href="https://www.infowisesolutions.com/solutions">HR templates</a> that are created by Infowise team and some others that are a must-have for the HR department created by our <a title="Infowise Partners" href="https://www.infowisesolutions.com/partners">partners</a> such as SimpleSharePoint&rsquo;s HR performance review and SP Marketplace&rsquo;s Employee Self Service Portal. <h2>HR Leave Request System</h2> Conventional methods of leave management system such as paper forms, emails, excel sheets, etc. aren&rsquo;t as efficient and user-friendly as an automated leave request system. Data can be lost, and it can be hard for the HR department to manage the leave processes in a manual leave request system. One of the main reasons companies choose to use an <a href="https://www.infowisesolutions.com/blog/hr-leave-request-system-using-ultimate-forms">HR leave request system</a> is that it provides accessibility for the employees to request leave, and the HR department can easily track the process. Furthermore, on a cloud-based solution, the data is secured, so the employees and the HR department can have peace of mind that their data will not be lost. The out of the box HR leave request system by Infowise isn&rsquo;t as restrictive as other options available on the market, and it is flexible enough to provide companies with a solution that they can customize according to their unique needs. With Infowise&rsquo;s leave request system, the HR department can track the approval rate of leave of each department, have KPI indicators to monitor employee attendance, filter the leave tracking calendar for each department. <em>Here&rsquo;s a demo of Infowise&rsquo;s Leave Request System for SharePoint</em> <iframe src="//www.youtube.com/embed/5DfW8yT-4NA" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <h2>HR Recruitment Process</h2> Manual recruiting of the employees can become problematic for the HR department, especially if they are hiring at scale. Sorting potential candidates from hundreds of resumes can take up a lot of time for the HR department, and they might not be able to find the perfect candidate for the job. The HR department would also have to coordinate with the candidates via email or phone. All these processes can be efficiently handled via <a href="https://www.infowisesolutions.com/solutions/hr-recruitment-process">Infowise&rsquo;s HR recruitment process site template</a> for SharePoint. Users can forward the candidate's resume via email or add it to the recruitment list on the site, and the multi-layered recruitment process will start automatically. The five-layered process includes <ul> <li><strong>HR Recruiter:</strong> The beginning of the process, filling out the information, etc., when this process is completed, the system sends an automated email to the relevant department.</li> <li><strong>Technical Interview:</strong> The second steps start with the automated email; the department head will see the candidate's details such as name, experience, education, etc. They can also see the details from the previous stages in read-only mode. Then they assign the role to the candidate. With the Infowise HR site template, they can select multiple roles for the candidate and can add new roles if they don&rsquo;t exist.</li> <li><strong>HR Interview:</strong> Like the previous process, this process starts with the received email. The HR manager can view the history of the previous process and can approve the process to continue it. They can also add remarks if they want.</li> <li><strong>Division Approval:</strong> In this process, the department manager can select a job role for the candidate, select an approved salary, and approve the candidate to move the process further.</li> <li><strong>HR Approval: </strong>In the last process, the HR manager can choose the option to notify the candidate, both in the case of approval and rejection, select a hire date, select a job offer expiration date and give the final approval.</li> </ul> Color coding allows users to track the stage of the process quickly. When these five processes are completed, if the candidate is approved, they will receive an automatically generated job offer with details including, job role, department, salary, benefits, etc. <iframe src="//www.youtube.com/embed/qxyUyLMf-n0" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>Tutorial of the Infowise HR recruitment process site template for SharePoint</em> <h2>Employee Training</h2> Training is key to business development; policies and procedures are always changing, and it&rsquo;s essential to keep up with them so the employees can maintain or increase productivity. Employee training requires the HR department to define training requirements, assign tasks, deploy the training program, and log the results for each employee. Manual employ training is a time-consuming process, and it wastes a lot of time for both the employees and the HR departments. Companies can integrate their SharePoint with <a href="https://www.infowisesolutions.com/solutions/employee-training">Infowise&rsquo;s employee training solution</a>, which allows them to create new courses, classify them according to the department, and set the number of training participants. Course materials can also be uploaded on the solution, users can also link them to the relevant course, and the employees can register to the course with a single click. After the session is finished, employees can submit their feedback so the training process can be improved if necessary. Another good thing about the Infowise employee training template is that it automatically calculates the top graded courses. Users can also view their past courses, the courses they teach, and upcoming courses with details of location, trainer, etc. Users can also access the training calendar, which makes it convenient for them to see and select a suitable course.<br /><br /><iframe src="//www.youtube.com/embed/U0-l7eHT_54" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>Demo of Infowise employee training site template</em> <h2>Help Desk</h2> Manual processing of the service requests can flood your helpdesk, and a large number of applications might even become the reason for your helpdesk to need help. <a href="https://www.infowisesolutions.com/solutions/help-desk">Infowise&rsquo;s user-friendly helpdesk site template</a> allows employees and users to make requests more efficiently, monitor the process, generate and track relevant tasks, and convert requests into a KB article. Requests can also be made via email, end users can edit a subset of the related columns of the ticket creation, and alerts can be set up to notify the support team on ticket creation. After the request is assigned, an automated email is sent to the person responsible for solving the issue. The resolution process can be broken down into a set of tasks and can be tracked individually; these broken down tasks can be assigned to different people and have an individual due date and progress status. <iframe src="//www.youtube.com/embed/pFIiYOkWGMc" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>Tutorial of Infowise help desk site template </em> <h2>Simple SharePoint Staff Performance Review</h2> Manual processing of the performance review can be a dreadful process for both the employees and the managers; the HR department would have to collect the information from each department then compile it. This can waste a lot of time for both parties and end up becoming a bad thing. To avoid this, companies choose automated portals such as <a href="https://www.infowisesolutions.com/solutions/staff-performance-review">Simple SharePoint staff performance review portal</a>; it allows the HR department to streamline the review process by providing convenience to track employee goals and accomplishments in a user-friendly interface, alerts and rating systems can also be set-up and customization of the HR portal allows users to tailor it according to their requirements. Simple SharePoint staff performance review portal also allows the HR department to search through multiple data fields, track and review status changes and audit history, maintain record of past reviews, assign appropriate access level to the departments, provide self-evaluation option for the employees which is submitted automatically, monitor progress and status with dashboards, assign access to edit the solution and request additional performance feedback via automated emails. <iframe src="//www.youtube.com/embed/NUbf9kdqKJ4" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>Demonstration of Simple SharePoint&rsquo;s HR performance review portal</em> <h2>SP Marketplace&rsquo;s Employee Self-Service Portal</h2> When a company grows, the individual departments in the company grow as well and form processes of their own to provide services to the employees. Because each department is different from the other, they may develop procedures that are poles apart from each other and can cause problems for the employees. <iframe src="//www.youtube.com/embed/XKrDTjV9ntk" width="560" height="314" allowfullscreen="allowfullscreen"></iframe><br /><em>Guide of SP Marketplace Employee Self Service for Office 365 and SharePoint </em> <a href="https://www.infowisesolutions.com/solutions/sp-employee-self-service-portal">SP Marketplace Employee Self-Service Portal (ESS)</a> allows the companies to provide a central point for the employees to access cross-functional resources, help and processes consistently. SP ESS is an Intranet that targets operational needs and offers employees with consistent access to documents. Employees can receive assistance through a centralized help desk, access business processes that are frequently used, such as submitting time off, travel requests, and filling out expense reports. Employees can also access policies and procedures libraries across all departments. Managers can also benefit from the SP ESS; they can approve requests from a central portal. &nbsp; <em>&nbsp;</em>https://www.infowisesolutions.com/blog/employee-management-solutions-by-infowise-and-partnersAmir ShingrayFriday, January 3, 2020https://www.infowisesolutions.com/blog/employee-management-solutions-by-infowise-and-partnersExtending SharePoint Patient Appointment App to the next level<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hi Readers, I am back with my new blog, where I will be extending the Patient Appointment App I built in my previous blog.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have been writing blogs about Infowise platform for a few months and primarily targeting the healthcare industry. I am writing from my experience in business process automation in the health care industry using SharePoint.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As you might have experienced, industries focus is shifting towards no-code or minimal code solutions due to various challenges associated with code developments such as code maintenance, specialized skills needed, and chances of defects in the solution. I found Microsoft SharePoint to be a robust platform, especially when combined with Workflows, InfoPath Forms, Powerapps, and Power Automates. The advent of third-party tools like Nintex, K2, and Infowise accelerated further the building no-code solutions on SharePoint.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have worked on many business process automation processes in my 12 years journey with Microsoft SharePoint, and I can rely on a few of them, one of them is Infowise Ultimate forms. This product is easy to learn, even a person without a development background can start delivering in a concise time.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have worked with other third party products or tools like Nintex and K2. Still, in comparison to them, I recommend Infowise considering its learning path, competitive licensing fee, features it provides, and its technical support. I have already written about the implementation of Infowise Ultimate forms in my previous blogs; you can visit my past blogs along with others in Infowise blogs under the resource section; this direct </span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/blog" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">link</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;will take you there.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Patient Appointment app</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I have shown you the Patient Appointment App built on SharePoint using Infowise in my previous blog.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Please visit it under the blog section of Infowise for detailed steps.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Patient appointment app has the following metadata :<br /><br /></span> <table style="height: 180px; width: 100%; border-color: #666262; float: left;" border="1pb" cellspacing="2px" cellpadding="2px"> <tbody> <tr style="height: 32px;"> <td style="width: 5.35117%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>S No</h6> </td> <td style="width: 23.4114%; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Column\ Field name</h6> </td> <td style="width: 12.8205%; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Type of column</h6> </td> <td style="width: 57.1906%; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Remarks</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 5.35117%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">1</h6> </td> <td style="width: 23.4114%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reserved for</h6> </td> <td style="width: 12.8205%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Single line of text</h6> </td> <td style="width: 57.1906%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Capturing patient&rsquo;s name</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 5.35117%; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">2</h6> </td> <td style="width: 23.4114%; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reserved by</h6> </td> <td style="width: 12.8205%; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>People type</h6> </td> <td style="width: 57.1906%; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Who captured this request</h6> </td> </tr> <tr style="height: 64px;"> <td style="width: 5.35117%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">3</h6> </td> <td style="width: 23.4114%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation for</h6> </td> <td style="width: 12.8205%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Choice type</h6> </td> <td style="width: 57.1906%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture booking choice from available medical practitioners</h6> </td> </tr> <tr style="height: 64px;"> <td style="width: 5.35117%; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">4</h6> </td> <td style="width: 23.4114%; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation Slot Start Time</h6> </td> <td style="width: 12.8205%; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Date time</h6> </td> <td style="width: 57.1906%; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture Start time of reservation.</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 5.35117%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">5</h6> </td> <td style="width: 23.4114%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation End Time</h6> </td> <td style="width: 12.8205%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Date time</h6> </td> <td style="width: 57.1906%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture End time of reservation.</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 5.35117%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">6</h6> </td> <td style="width: 23.4114%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Purpose of visit</h6> </td> <td style="width: 12.8205%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Multi line text</h6> </td> <td style="width: 57.1906%; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture purpose of visit.</h6> </td> </tr> <tr style="height: 14px;"> <td style="width: 5.35117%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center; font-weight: 100;">7</h6> </td> <td style="width: 23.4114%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Remarks</h6> </td> <td style="width: 12.8205%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Multi line text</h6> </td> <td style="width: 57.1906%; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To enter any remark about booking</h6> </td> </tr> </tbody> </table> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">And following features&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Double booking check features</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&ndash; To avoid double booking on the same slot.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Email alert notifications</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">- To inform the doctors and patients about booking confirmation.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Calendar view of reservations</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;- To easily see the availability of slots.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Search functionality</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&ndash; to search the records for easy retrieval of booking information.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Taking the Patient Appointment App to the next level</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Patient appointment app built in my last blog was complete in itself, but the customer had requirements to add a few more features such as following-:</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Color-coded calendar view&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">for various categories such as between physician, laboratory booking, etc. to easily differentiate between the types of bookings.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Charts</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&ndash; To show the numbers of booking categorized by daily, weekly, monthly, and yearly to give them an accurate picture of the number of bookings, the business generated, and other parameters.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Print and Export</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">- As to fulfill the local authorities&rsquo; guidelines, the customer wanted to have the functionality of exporting data of bookings and print them for compliances.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Update Patient appointment app list data through emails &ndash;&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer still wanted to follow their patient appointment bookings through emails but was in a dilemma because of monitoring such emails and making entries manually. We suggested to them to automate this list item creation and updates through emails where no human intervention is required.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Appointment ID &ndash;&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The customer wanted to have a unique appointment ID for each appointment for later reference as well as for compliance.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Search records-&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customers also wanted to have advance search besides basic search available out of the box; they wanted to search all bookings based on the patient&rsquo;s mobile number, ID, etc.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Using Infowise Ultimate forms, we delivered above the requirements&nbsp; </span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We again went to our beloved friend, i.e., Infowise, for the above requirements, and thanks to easily searchable references to their study materials, we could find that the above requirement can be easily built using Infowise Ultimate forms.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise Ultimate Forms provide various features to cater such requirements easily; we used the following features and steps to build the requirements mentioned above&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Event Calendars &ndash;&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Ultimate Forms provides Event calendar web part under web part sections, using this we can easily build a color-coded view of the list, in our case we categorized bookings with different colors to easily present the type of booking.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Event-Calender.png" alt="SharePoint Patient Appointment" width="700" height="330" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This calendar web part could be added to any SharePoint page by editing the page and add the web part on it.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Charts-&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We used Infowise chart web part to build various reports based on list data; these chart web parts can be added on any page as a Webpart.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Charts.PNG" alt="Building a Patient Appointment App on SharePoint" width="700" height="836" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Print and Export</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">- Infowise provides a Print and Export feature to print the list data in its own format; exported data can be converted to PDF or sent as emails easily.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Print.PNG" alt="Print and export Patient Appointment App" width="700" height="447" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Update Patient appointment app list data through emails &ndash;&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We suggested to use Infowise feature, which helps to create and to update list items based on email contents. This feature is called Import; it automatically creates items in the list based on emails.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/import.PNG" alt="Building Patient Appointment App on SharePoint" width="700" height="484" /><br /><br /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Appointment ID &ndash;&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The customer wanted to have a unique appointment ID for each appointment for later reference as well as for compliance. We used an Infowise feature called Item IDs, where a unique appoint ID is configured.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Search records-&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer wanted to provide search functionality with the appointment ID, mobile number of patient or patient&rsquo;s ID, Physician name, etc. We used List search web part for achieving this functionality; it was easy to configure and use. Once configured, it was added as a web part on the desired page.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/AppointmentId.PNG" alt="Patient Appointment on SharePoint" width="700" height="531" /><br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Again with the help of Infowise Ultimate Forms, we could deliver to customer satisfaction along with the quality delivery. The customer was happy with the quick turnaround of the solution and helped us to win more contracts from it.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thank you for reading my blogs, please share your views by writing comments below, it will motivate me to deliver more.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Keep reading and happy holidays, let us meet next year with some fresh ideas.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;https://www.infowisesolutions.com/blog/extending-sharepoint-patient-appointment-app-to-the-next-levelAbhishek DubeySaturday, December 28, 2019https://www.infowisesolutions.com/blog/extending-sharepoint-patient-appointment-app-to-the-next-levelThe case for Human Resources Processes on SharePoint &ldquo;Excellent tool that accelerates the process of developing SharePoint solutions with no need for coding. Very simple to use, great training material and technical documentation, and a support service that works when you need it. You really start building your solutions since the first day.&rdquo; &ndash; <a href="https://www.infowisesolutions.com/ultimate_forms">Infowise Ultimate Forms</a> Review by <a href="https://appsource.microsoft.com/en-us/product/office/WA104380515?tab=Reviews">Paulo Sergio Farias, Cloud Project Director</a> SharePoint is a great tool; it allows businesses to bring efficiency to their business processes through automation and increased collaboration. SharePoint portals are designed to fulfill the needs of a specific department; an HR portal is intended to assist the HR department in managing their processes with increased efficiency, from recruitment to offboarding. HR portals can handle it all, and today, that&rsquo;s what we&rsquo;re going to review. <h2>Recruitment</h2> Recruiting new employees is one of the main tasks that the HR team has to focus on, and hiring on-scale can become a problem for the HR staff, primarily because of manual and poor management. The HR team can be swamped with thousands of applications and might miss the perfect candidate because of this, communicating with the candidates can also become a challenge for your HR team. SharePoint and its HR portals allow the HR team to manage the recruitment process more efficiently and find the best candidates for your company. HR portals enable the HR department to create an application database that facilitates finding the perfect candidate for the job. HR portals also automate the communication between the candidate and the departments; it sends an automated email to the candidates to let them know about the interview, a job offer if they are selected, or a rejection letter. HR portal automatically communicates to the internal department and allows them to choose a job role for the candidate, approve the candidate, and approve a salary for the candidate. The HR department and other internal departments can also view the history and details of the recruitment process. <h2>Employee Onboarding</h2> Employee Onboarding is a long process; it helps make the employee feel comfortable in a new environment and bring them up to speed with the workplace culture, their duties, etc. When managed poorly, onboarding can become a hectic process and may affect the productivity of the new employee; they might have to wait a couple of days to get system access and can&rsquo;t start working because of that. To avoid similar situations, companies choose to use SharePoint integrated with HR portals, which allows them to monitor the onboarding process more efficiently. The HR department can create a knowledge base as well with all the essential information for the new employees, including job responsibilities, employee handbook, employee benefits, training materials, etc. Task completion can also be monitored under checklists. For example, IT set up a new workstation and created a work email address for the new employee. <h2>Employee Training</h2> Employee training is vital to develop your business; it allows the employees to gain new knowledge relevant to their current job role or for future growth. Manually training the employee can take up a lot of time for all the involved parties, and it might become hard for the management to track the training process of the employees. HR portals for SharePoint allow the HR team to create a central training site where employees can view and enroll in a training program. They can also see the programs they are involved in and the training they previously took part in. The managers of departments can crate training programs, which the employees can join with a single click. A shared training calendar makes it easier for everyone to view the ongoing and upcoming training programs; they can also filter the calendar to find relevant training programs. <h2>Employee Evaluation</h2> Employee evaluation and performance reviews depend heavily on the HR department to coordinate with the internal departments and collect the relevant information from each department, create tests, and take interviews, etc. This can become problematic because of conflicting work schedules or frequency of work. With HR portals for SharePoint and Office 365, the HR department can manage the evaluation and performance reviews efficiently. They can create a self-evaluation employee portal where the employee can easily evaluate themselves; this saves a lot of time that can be used to focus on work. The HR department can track employee accomplishments and goals. The HR team can also view the history of past reviews and monitor progress through interactive dashboards and assign author rights to the department managers. <h2>Employee Management</h2> Employee management can become tricky if the number of the HR department is disproportionate to the strength of the employees. Tracking employee information and requests can also pose a significant challenge, especially in a large organization. Manual document management can also become hectic for the department as there is no practical way of preventing unauthorized access and search through the employee documents. Document Management becomes more convenient with HR portals for SharePoint as they enable the HR department to search through the documents through a centralized search; they also safeguard the documents through encryption. Alerts can be set up in HR portals so the HR team can know when someone tries to access the documents. The HR team can also manage the preferences for document downloading. Request handling becomes more comfortable as well; the employees can request vacation and raise directly. The HR team can approve and track employees&rsquo; vacation, track bonuses, and benefits, review training progress, track changes, and view the history of employee documents, job roles, or employment contracts. <h2>Conclusion</h2> Integrating HR portals into your SharePoint can be highly beneficial for your business. They can empower your HR team to carry out their day-to-day process more efficiently and increase their overall productivity while saving time for both the HR department and the employees of your company.https://www.infowisesolutions.com/blog/the-case-for-human-resources-processes-on-sharepoint-Amir ShingrayFriday, December 27, 2019https://www.infowisesolutions.com/blog/the-case-for-human-resources-processes-on-sharepoint-6 Reasons that SharePoint is the Best HR Software<p style="text-align: center;"><em>&ldquo;Safe, Secure, and one of the best Microsoft Products ever!&rdquo;</em> <p style="text-align: center;"><em>&ndash; Reviewed by Muneeba F., Head of Operations</em> <p style="text-align: center;"><strong><em>---------------------</em></strong> If you&rsquo;re a subscriber of Office 365, then you&rsquo;d be familiar with Microsoft SharePoint. If you&rsquo;re familiar with it and using it for your business processes, then that is great; if not, then you should start using it. <em><strong>Why?</strong></em> <em><strong>Because it is, without a doubt, one of the best collaboration tools available in the market.</strong></em> <iframe src="//www.youtube.com/embed/ejxa-Ks8i0Q" width="560" height="314" allowfullscreen="allowfullscreen"></iframe> <em>If you are already using SharePoint, then here&rsquo;s a video guide for you where you can learn 10 easy improvements for your SharePoint Forms.</em> Microsoft SharePoint is a cloud-based solution that can help you create a digital workplace where all your data is easily accessible to you from any of your devices. The HR department most commonly uses SharePoint because of its capabilities for document management and employee engagement. SharePoint allows the HR department to bring automation to their business processes and create team sites according to their needs. If you&rsquo;re still on edge about using SharePoint as a human resources management solution, then well make that decision more comfortable for you as we're going to provide you with six reasons why SharePoint is the best HR software. <h2>Best Collaboration Tool</h2> Collaboration and communication are vital factors for a business&rsquo;s growth. When companies expand, the partnership becomes more critical, and to do that, companies need an efficient collaboration tool instead of a simple shared server. Microsoft SharePoint has been around for almost two decades now, and over the years, they have perfected the management solution to a degree where no other software comes close to it. Collaboration is an essential aspect of the HR departments&rsquo; duties; they have to announce policy changes, conduct training tests, evaluate employee performance, etc. Microsoft SharePoint allows the HR team to create team sites/collaboration sites, lists, library, create a document workspace, document versioning, etc. through which they can bring efficiency to the business processes mentioned earlier. The HR team can customize the visibility of these team sites, they can share it with everyone, or they can share it with a particular department or group of employees. When the HR department creates and assigns a task to an employee, SharePoint automatically sends an email to them. The HR department can also create a shared calendar, an issue tracker, dashboards, automated workflows. SharePoint allows the HR team to manage the on-boarding/off-boarding process more effectively; they can assign tasks to the involved departments. When they assign the tasks, the platform automatically sends an email to all the concerned departments, to which those departments can provide confirmation for, this makes it easier for the HR to keep up with all the necessary processes. <h2>Document Management</h2> Handling employee documents is another vital part of HR&rsquo;s job description, whether its managing resumes, contracts, appraisal, statuary, onboarding procedure documents, etc. Managing and searching through vast amounts of paperwork can become a problem for the HR department and will cause inefficiency. The cloud-based HRMS SharePoint is unmatched in its document management capabilities; unlimited storage is provided to the users so they can store all the documents they get. The HR team can create custom fields to search the document through meta-data that&rsquo;s built-in with word files; this makes it easier to search for a single document among hundreds. The HR team can customize the metadata fields according to the type (healthcare, general, employee benefits, etc.), editor (name of the employee), etc. SharePoint also provides document versioning, which means that multiple versions of a single file are stacked on top of each other, you&rsquo;d see the most recent one on the top, and when you click on the file, you can access the previous versions as well. The HR team can also manage the access of these files and versions of data they can provide read-only access or read-write access to the employee. For example, they can assign read-write access to HR members for the employee handbook and assign read-only access to the employees. <h2>Compatibility with Office 365</h2> A great HRMS doesn't only work efficiently on its own, but it can integrate with other software that the company uses. Microsoft SharePoint is easy to integrate with other applications of Office 365, which allows SharePoint to add the information to Outlook, Word, and other Office 365 apps automatically.&nbsp; <h2>Customization</h2> As mentioned earlier, in SharePoint, the HR team can customize the settings for the shared documents according to the employees&rsquo; needs. This allows them to deliver relevant content to the employees according to their roles. Furthermore, HR can customize the features of SharePoint for employees according to their job descriptions. For instance, they can allow the managers to access employee evaluation of their department and restrict access for the employees, or the HR can enable managers to evaluate the employees on their own. <h2>Privacy and Security</h2> HR handles a lot of sensitive and personal information of the employees; keeping that information is the HR&rsquo;s responsibility. The cloud-based SharePoint platform is highly secured, so the HR team can store their files without having to worry about unauthorized access to the information. SharePoint and its HR portals allow you to set-up alerts for both authorized and unauthorized access to the data. The HR department can also set the privacy of the documents according to their company policy; they can create a group and allow them to be able to view the files or assign visibility according to the employee's position. <h2>Ease of Access</h2> Another feature of SharePoint that makes it stand out is its easy access; The HR team and the employees can access their files freely on any device. They don&rsquo;t require a fully-loaded PC; they can access the data from their mobile phones, tablets, laptops, etc. This feature allows employees and management to work from any location they want. Real-time access allows the employees to get access to their files as soon as they get uploaded on the platform; this feature is invaluable, especially when you are in a hurry.https://www.infowisesolutions.com/blog/6-reasons-that-sharepoint-is-the-best-hr-softwareAmir ShingrayMonday, December 23, 2019https://www.infowisesolutions.com/blog/6-reasons-that-sharepoint-is-the-best-hr-softwareCreate Cost-Effective HR Processes Using Office 365<p style="text-align: center;"><em>&ldquo;Easy to use and good options for students, staff, faculty.&rdquo;</em> <p style="text-align: center;"><a href="https://www.capterra.com/p/58688/Office-365/#reviews">&nbsp;&ndash; Reviewed by Carissa J., Director Enrollment</a><br />---------------------------------------- Cost-effective and efficient automation of processes has become a necessity for businesses so that they can remain competitive in the market. Office 365 is such a tool that helps companies to automate their processes with minimum cost. The user-friendly interface of office 365 requires minimum training and is one of the most-rich functionality tools available in the market. For the HR department, Office 365 has helped them perform various tasks efficiently while minimizing the room for errors and delay commonly found in manual processes. Let&rsquo;s take a look at the HR department processes, to which Office 365 provides cost-effective and smart solutions. <h2>Employee On-Boarding</h2> Onboarding employees using traditional methods is a complicated process that takes up a lot of time for both the HR department and the new hires. Office 365 has made the process of employee onboarding so simple that the HR team and the involved departments can manage the process from their seats. The HR department can view the progress of the employee onboarding process on their screens, and because the information is on the cloud, it syncs automatically across all Office 365 apps. Onboarding tasks can be created and assigned to the relevant departments by using Teams. Sway can be used to publish the schedule on a website online. <a title="Infowise Hr Solutions" href="https://www.infowisesolutions.com/solutions/hr-recruitment-process">Try our own Office 365 based Employee Onboarding.</a> <h2>Employee Training</h2> Training employees can be a costly procedure, especially if they are located overseas. With Skype for business, employee training has become so simple and cost-effective that more and more companies are opting out for it. The HR department can make the most of Skype for business by using it other Office 365 apps. They can schedule the training session with the relevant department, notify the employee, see the progress of the training session, test the knowledge gained by the employee from the training session by creating quizzes and view and share stats. All these processes are automated, so the HR manager has to create the task only, Office 365 will generate and send emails on its own. Auto-sync will synchronize the data across all apps and provide real-time solutions, i.e., stats, progress reports, etc.<br /><br /><a title="Infowise employee training " href="https://www.infowisesolutions.com/solutions/employee-training">Try our Office 365 based Employee Training solution</a> <h2>Employee Evaluation</h2> Employee evaluation is a critical aspect of the HR department&rsquo;s job; they have to evaluate employees for promotion, raise, etc. Manual assessment can take up a lot of time and sabotage productivity; the HR team would have to gather data in black and white from different departments, compile and file them, scan them so they can be emailed to the employee. Office 365 provides a convenient solution to this; the HR team can retrieve data from the Teams shared file folder and use Power BI to create infographics and get a clear picture of the employees' performance within seconds. Yammer can be used to post and announce out-standing performers and to celebrate the accomplishments of the employee. <h2>Employee Separation</h2> In the modern world, employee separation isn&rsquo;t as simple as it used to be in the old days. The HR team has to perform several duties such as keeping track of the date, exit interviews, clearance, notify the departments, a farewell party if the employee is retiring, etc. The HR department can perform all these processes efficiently by using Office 365; they can set up notifications, generate and send emails automatically, conduct the interview using Forms, or Skype for business. The HR department can announce the departure of an employee who has been long-associated with the company using Yammer. <h2>Leave Management and Attendance</h2> Leave management systems of office 365 are incredibly convenient. The HR department can define leave according to the requirements such as sick leave, maternity leave, etc., let the relevant department know about the leave and get it approved from the department, and keep track of all the employees that are on leave. This makes it easier for the department to manage the personnel; they can mobilize employees to accomplish the work more effectively using Teams. Various HR portal such as Time-off manager (the basic version of time-off manager pro), automates the process of leave management. It allows the HR department to track leave requests and automatically calculate the remaining leave. Furthermore, the HR department can use the built-in time-tracking capabilities of Office 365 or integrate HR portals to increase the attendance keeping capabilities of Office 365. The Outlook Journal function can track employees' progress when enabled; it automatically generates logs of the work done on various Office 365 apps, including Word, Excel, PowerPoint. Some HR portals are so advanced that the employee doesn&rsquo;t have to do anything to mark their attendance. If they have the portal or app on their phone, the system will automatically detect the employee through their phone as soon as they enter the workplace.<br /><br /><a title="Infowise Leave Request System" href="https://www.infowisesolutions.com/solutions/leave-request-system">Try our Infowise Employee Attendance Management System</a> <h2>Employee Reimbursements</h2> Even though the finance department handles employee reimbursement, the HR department has to be involved as well. Office 365 allows employees to apply for refunds, the HR department to request and coordinate with the finance department and monitor the reimbursement process. The department can also gain insights and keep track of unnecessary expenses using analytics apps such as Power BI.<br /><br /><a title="Infowise Employee Reimbursement" href="https://www.infowisesolutions.com/solutions/expense-reimbursement">Try Infowise Employee Reimbursement System</a> <h2>Employee Directory</h2> There are many built-in tools that the HR Department can use to create and manage a detailed employee directory. Delve, Contact Cards, Teams, etc., can all be used to create an employee directory. These directories can be shared or stored in a shared file folder using Teams to increase collaboration between departments. This feature of Office 365 is cost-effective and saves a lot of time, especially if the offices are far from each other. <h2>Conclusion</h2> Office 365 is a revolutionary solution that is a must-have for companies. It is cost-effective and offers several solutions for every department; that is why it has become the top choice for many businesses. Users can integrate portals such as <a href="https://www.infowisesolutions.com/solutions/hr-recruitment-process">HR Portals by Infowise</a> and enhance the functionality of their Office 365 for various processes, including recruiting and onboarding.https://www.infowisesolutions.com/blog/create-cost-effective-hr-processes-using-office-365Amir ShingrayTuesday, December 17, 2019https://www.infowisesolutions.com/blog/create-cost-effective-hr-processes-using-office-365Office 365 as an HR Management System<p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">"There is no "I" in Team - Teamwork the MS way."</span></em> <p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In the past, having multiple applications on various platforms to communicate effectively to my teams became a tedious challenge due to many variables. With Microsoft Teams, we have realized the benefits of a converged communications platform as we see our client service levels on an all-time high as well as our bottom line showing positive growth due to enhanced productivity and efficiency from our teams. This product is definitely away into the future for converged communications and shared cloud workspace solutions.</span></em> <p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.capterra.com/p/58688/Office-365/reviews/" target="_blank" rel="noopener"><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">KREASAN M. &ndash; Business Development</span></em></a><br />------------------------------------ <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Nowadays, because of the growing competition, businesses need to opt-out for cost-effective solutions to maximize growth and maintain or improve their rank in the market.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is one of the most cost-effective solutions that work seamlessly to provide various HR services, including recruiting and onboarding, performance management, employee engagement, leave management, employee administration, etc. You can subscribe to&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;for a monthly fee and even add Dynamics 365 in your subscription to further enhance the functionality of&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Here is an overview of some of the useful&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;applications that can aid in HR management.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">MS Teams</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Employee onboarding, recruitment, and leave management are essential activities for the HR department; they require a lot of coordination, parallel operations, and timely execution. There are two sets of people that the HR department has to work with for employee onboarding and recruitment, the new hire themselves, and the internal departments that contribute to the onboarding activities. Emails are used to coordinate with others; too many emails can flood the inbox and mix-up the topics, leading to delayed responses, which can cause inefficiency.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365's</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Microsoft Teams app effectively resolves this issue; it allows the HR department to correspond with others without using emails.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The HR department can create the onboarding and recruitment team in&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;by adding the point of contact from each department as members. Working with MS Teams is simple; post what you want to communicate as a conversation, and all the team members will receive a notification about it. Only the team members can see and respond to the conversation similar to personal chat apps like WhatsApp and Messenger. Compliance and archival allow new Team members to view past discussions and back-up everything on OneDrive. MS team provides a built-in shared files folder where you can upload files, and every team member will be able to see it. The planner tab in the Teams app allows you to create a shared task list inside the Teams app in&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, and you can also set a deadline and assign the task to the responsible authority. The tasks can be categorized in buckets(departments); everyone can view the progress report of the functions.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Yammer</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Yammer in&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;allows the HR department to communicate with the new hires in real-time regarding onboarding schedules, venues, and logistics. Yammer is a social network that enables you to create a group and add new hires, where you can post the details. New hires will be able to see the posts and like, comment, and share them. New hires can post questions or share learnings with each other.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Sway</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Another useful tool that makes&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;a remarkable solution for onboarding is Sway. It allows you to create professional webpages where you can post the onboarding schedule, without the need of an IT specialist. You just have to add content (pictures, text, and links), and Sway will manage the formatting automatically for you.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365's</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Sway not only creates the webpage; it also publishes it, and if you are not satisfied with the design, you can change it by using the Remix! Button. You can create a shareable link or a QR code to share your webpage with others.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Skype for Business</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Skype for business is another excellent tool for effective communication; it allows the CEO or the department head to give a welcome address to the new hires even if they aren't in the same location. The Q&amp;A feature on Skype for business allows the new hires to post questions and get answers. The hiring manager can conduct video interviews using Skype for Business.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Forms</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To monitor the quality of onboarding training programs, the HR department requires to get feedback from the new hires. Forms in&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;allows you to add a question and create the forms online. HR management can share the link with the new hires, post it on Yammer, or generate a QR code at the end of the presentation to capture real-time feedback. Participants can fill the form using any browser on their mobile device, and the trainer/HR management will be able to see the data and analytics in real-time. The HR team can also create quizzes to test the knowledge of candidates or to test what experience did the employees gained from the training. HRM can create a poll as well that can help select favourable options regarding different decisions.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Power BI</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Power BI is an analytics service that is based on the cloud, enabling the HR team to visualize and analyze data with higher speed, understanding, and efficiency. The Get &amp; Transform option allows the HR management to import data from multiple systems and turn it into interactive dashboards by using formatting, graphs, charts. MyAnalytics will enable employees to learn about their productivity; only employees can see their data in this feature. Workplace Analytics, on the other hand, is used to evaluate team productivity, it pulls the information from MyAnalytics while keeping the individual's information private.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">These are just some of the commonly used apps for HR management; there are many other apps in Office 365. When integrated with dynamics 365, Office 365 becomes a high performing HRMS. You can subscribe for a monthly fee of $9.99, and if you want, then you can even upgrade your package by choosing apps that are independent of the selected deployment option. It is a valuable tool that can substantially increase the efficiency of your business processes.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/office-365-as-an-hr-management-systemAmir ShingrayMonday, December 16, 2019https://www.infowisesolutions.com/blog/office-365-as-an-hr-management-systemEnhance SharePoint capabilities with HR Portals<p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;">&nbsp; <p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><span style="color: #666699;"><em style="background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt;"><span style="background-position: 0% 0%; background-repeat: repeat; background-attachment: scroll; background-image: none; background-size: auto; background-origin: padding-box; background-clip: border-box; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&ldquo;SharePoint for the WIN!&rdquo;</span></em></span> <p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><span style="color: #666699;"><em style="background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt;"><span style="background-position: 0% 0%; background-repeat: repeat; background-attachment: scroll; background-image: none; background-size: auto; background-origin: padding-box; background-clip: border-box; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We are primarily using the system for document management. By connecting to a Microsoft Office server, we are able to create and manage all documentation within SharePoint rather than having multiple versions existing on individual PCs. The fact that we can share news and utilize a central corporate calendar are cherries on top.</span></em></span> <p style="color: #1c1e29; background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt; text-align: center;"><span style="color: #666699;"><em style="background: transparent none repeat scroll 0% 0%; margin-top: 0pt; margin-bottom: 0pt;"><span style="background-position: 0% 0%; background-repeat: repeat; background-attachment: scroll; background-image: none; background-size: auto; background-origin: padding-box; background-clip: border-box; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></em></span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.capterra.com/p/1167/SharePoint/reviews/" target="_blank" rel="noopener"><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background-position: 0% 0%; background-repeat: repeat; background-attachment: scroll; background-image: none; background-size: auto; background-origin: padding-box; background-clip: border-box; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><span style="color: #666699;">&ndash; SharePoint review by Linda R (Procedure Control Manager)</span></span></em></a><br />-------------------------------- <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is a revolutionary platform created by Microsoft used to enhance and simplify various operations of the workplace, including management and services. SharePoint is integrated with useful software, such as office 365. It is an intranet and content management platform used for document management and to manage employees.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><br /><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Sp-Hr.png" alt="SharePoint Human Resources Portals" width="700" height="446" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><a title="SharePoint Hr Portal" href="https://www.youtube.com/watch?v=DqMWlJOt0Wo&amp;feature=emb_rel_pause">Tutorial of an HR Portal by our partner SP Marketplace, available in classic and modern UI</a></span></em> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint&rsquo;s Limitations</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Even though SharePoint can work as an excellent HR system on its own, there are still some limitations attached to it that requires attention.<br /></span> <h3>Complex Set-Up</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To configure SharePoint for HR, companies would have to hire specialized professionals. Modifications to the system would also require an expert; this can be an added burden, especially for small businesses.</span> <h3>High Cost</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The total cost can become high for SharePoint; you&rsquo;d have to buy the license, added fees of configuration experts, and pay for support and modifications to the HR system.</span> <h3>Generic</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">On its own, SharePoint isn&rsquo;t tailored for a specific company or department needs. It can be used by any company and department of the company. This can be a problem as duties differ in various departments; it would require customization according to the department and the company&rsquo;s needs. To do that would have to hire a professional again, which will add to the cost.</span> <h3>Adaption Issues</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hidden features can make user-adaption to SharePoint a bit difficult and time-consuming. Users would need to be trained to use the platform, which can be a problem for many small companies.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">How to Overcome SharePoint Limitations?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Companies can overcome SharePoint&rsquo;s limitations by integrating various SharePoint portals. Portals are designed according to the needs of specific companies and departments in mind. They can successfully address the short-comings of SharePoint and enhance its functionality.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If you&rsquo;re looking for an effective HR solution, using an HR portal will provide you with a cost-effective and user-friendly system. Automating business processes by using HR Portals can be beneficial for your company and allow you to maintain the consistency of your digital workplace. Your HR team can track requests and policies, manage employee information and employee onboarding, recruiting, etc.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/" target="_blank" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;provides customized portals that businesses can integrate into their existing Office 365 and SharePoint platforms.&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/solutions/hr-recruitment-process" target="_blank" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">HR portal</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;by Infowise allows your HR team to boost their productivity and improve their business processes.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR portals integrated into your current HR system can offer many advantages for your HR team, such as.<br /></span> <h3>Increased Collaboration</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR portals integrated into your HRMS increases the collaboration between the HR team and the company&rsquo;s employees. HR staff can deliver updates to the employees about policy changes, and share useful information and documents. HR portals efficiently bridge the gap between the HR department and the employees and save valuable time for both that can be used productively.<br /></span> <h3>Enhanced Filing</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Repetitive business processes are well-known for reducing the productivity of the employees. Empower your HR staff and make the filing process more manageable with an HR portal that is capable of document management and provides a vast storage option. Your HR staff can quickly locate documents by using the search option and save valuable time that they would&rsquo;ve otherwise lost due to manual processing. <br /></span> <h3>Personalized Experience</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR manager, HR staff, and the employees need different content according to their needs and job roles. The customization features of HR portals for SharePoint allows you to customize the platform according to the user&rsquo;s needs so you can deliver relevant content. <br /></span> <h3><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Accessibility</span></h3> <span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint, on its own, is accessible from Computers, Smartphones, and Tablets. When you integrate an HR portal on your HR system, you&rsquo;d be able to access the added feature from anywhere. This can be very useful if the employees work outdoor or in case the HR staff has to travel between branches, they can continue their work during the commute (as a passenger).<br /></span> <h3>Ease of Use</h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint HR portal is easy to use, single sign-in to all Microsoft products saves the crucial time of the employees. The search options search for documents across the platform instead of a single site; this tool can save a tremendous amount of time for your HR staff.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint HR Portal Functions</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint HR portals support the HR staff in several HR processes, such as.<br /></span> <h3><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Employee Recruiting and Off/Onboarding</span></h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint HR portals allow the HR team to conveniently recruit candidates and simplify the onboarding and offboarding processes by.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Building a resume database</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Sending automated Emails</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Reporting interview statistics</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Monitoring task completion</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Reviewing the onboarding process</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Creating a knowledge base</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Setting up workflows<br /></span></li> </ul> <h3><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Manage Employees and Documents&nbsp;</span></h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Document management becomes plainer for the HR team; they can manage employees more conveniently by using HR portals. These platforms transform the digital workplace.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Monitoring changes in employee documents</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Generating alerts for unauthorized access</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Encrypting employee information</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Managing payroll</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Managing timesheet</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Increasing communication</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Scheduling shifts through calendars</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Approving vacations</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Registering sick leaves</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Enrolling training courses</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Handling requests<br /></span></li> </ul> <h3><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Evaluating and Managing Performance</span></h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR staff can assess and track employee&rsquo;s performance by using SharePoint HR portals. These portals offer the following capabilities.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Generate reports&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Create Tests</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Performance feedback</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Design Surveys</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Track certification</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Analyze competency<br /></span></li> </ul> <h3><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Engaging Employees</span></h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR portals are capable of promoting corporate culture, Increasing employee engagement, and loyalty through.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Media galleries of events</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Communities and groups of various interests&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Employee discounts and benefits&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In-house yellow pages</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Announcements and news</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Leaderboards<br /><br /></span></li> </ul> <h3 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Managing Policies<br /><br /></span></h3> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Policy management is a critical aspect of the HR teams&rsquo; duties. HR portals make it easier for the staff to track changes in the labor laws and update the employees in case of a policy change. SharePoint portals guide the HR team with the help of.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Storing and associating policies with relevant regulations</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Policy status dashboards</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Compliance testing and training</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Acknowledgment of policy compliance</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Schedule notifications</span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/enhance-sharepoint-capabilities-with-hr-portalsAmir ShingrayFriday, December 13, 2019https://www.infowisesolutions.com/blog/enhance-sharepoint-capabilities-with-hr-portalsSharePoint is an Excellent Tool for HR Management<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR team plays a crucial role in every business, whether small or large. Sometimes the work-load can be overwhelming, and manual processing can lead to errors. For efficient hr management, many companies now prefer human resource management systems. These hr applications are mostly built on platforms such as </span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://products.office.com/en-us/sharepoint/collaboration" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Microsoft SharePoint</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;can dramatically improve the HR processes and increase productivity, fast-track growth, and enhance the performance of your company.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">What is SharePoint</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft SharePoint is an automated platform that allows companies to manage multiple aspects of their processes. It offers a plethora of functionality to businesses as a collaboration site, automated workflow engine, data storage tool, video conferencing software, and many others. Companies can customize their SharePoint platform according to their needs. They may choose from an extensive software library which includes, Word, Excel, PowerPoint, Outlook, Publisher, Access, Exchange, OneDrive, Skype, Microsoft Teams, Yammer, and Delve. Microsoft&rsquo;s Partner Companies, such as&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">Infowise</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, provides&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/productlist" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">automated portals</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;that companies can integrate into their SharePoint and take their platform&rsquo;s capabilities to the next level. Three versions of Microsoft SharePoint are available in the market.</span> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint On-Premise:</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Managed internally by your IT team.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Online:</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Managed by Microsoft.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Hybrid:</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Mixture of on-premise and online SharePoint.<br /></span></li> </ul> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint for HR Management</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint is a versatile platform that any department can use and customize according to their particular needs. SharePoint human resources management system is used to simplify employee onboarding process, securely store personal information, update employees about policy changes, manage leave and attendance, conveniently manage the recruitment process, etc.<br />Companies can integrate Infowise custom build&nbsp;<a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/solutions/hr-recruitment-process" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">HR portals</span></a>&nbsp;to enhance their SharePoint functionality. These HR portals can help the HR team in many areas, such as.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Employee Onboarding and Recruiting<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint HR portals allow the HR team to conveniently power through a vast number of employee applications. Instead of reviewing hundreds of resumes in black and white, the HR manager can find the desired resume by performing a search in the database. HR management can keep track of completed tasks by reviewing the centrally integrated checklists. For example, multiple HR officers had to interview various IT specialists and select one; they can view if the job got completed by checking the checklist. Real-time dashboards allow the HR team and new hires to monitor onboarding progress.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint human resources management system can be used to generate reports and gather interview statistics of the candidates. It can also create automated emails for interview invitations, notify candidates about rejection, welcome, and farewell emails, and create reminders and notifications.<br />SharePoint users can create an extensive knowledge base and include all necessary information for the new hires such as company mission and guide, employee handbook, work responsibilities, benefits, and e-forms, etc.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Employee Management and Evaluation<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR staff can manage employee-related operations and contents by using SharePoint HR portals. Document management becomes easy for the HR team, as they can track changes and view the history of the employee documents, contract, or updated job description. Data encryption allows companies to protect employees&rsquo; sensitive information, control access, dictate document downloading, etc. SharePoint can also generate alerts about unauthorized access to employees&rsquo; information.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR management can conveniently communicate with the employees through their profiles. They can also track and approve salary changes, monitor the attendance and working hours, keep track of leaves and absents, schedule shifts, enrolment for courses, etc.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR portals also allow the HR team to evaluate employee performance conveniently; they can report on task completion, review performance, and training results. They can also conduct a test to assess employees&rsquo; knowledge and skills after training and provide their feedback to the employees. Conduct surveys and analysis to measure employee satisfaction and self-assessment questionnaires.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR management can handle employees&rsquo; requests using HR portals. They can approve and track vacation applications, track bonuses, and benefits, change in employment status, the progress of training and development, etc.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Keep Track of Policies and Procedures<br /></span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">HR staff has to make sure that the company policy complies with the state, local, and federal labor laws. They also have to make sure that the employees are meeting the company policy. HR management can associate regulations with centrally stored policies and procedures. The status of the policy, active and expired certifications, etc. can be monitored through the dashboard. Employees can easily acknowledge compliance with training, policy, or regulations.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The HR team can schedule notifications to review and update policies or certifications that are about to expire. Audio, Video, and Graphics training materials integrated into the SharePoint HR portal allow HR management to conduct knowledge tests and arrange policy compliance training.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Conclusion</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Automated and smart solutions have become a must-have in today&rsquo;s competitive business environment. SharePoint and its HR portals can drastically improve the operations of your HR team and empower them to bring the best to your business.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/sharepoint-is-an-excellent-tool-for-hr-managementAmir ShingrayThursday, December 12, 2019https://www.infowisesolutions.com/blog/sharepoint-is-an-excellent-tool-for-hr-managementCSS in Ultimate Forms for Ultimate ControlThere&rsquo;s no question that Ultimate Forms&rsquo; modern form designer provides a tremendous ability to configure forms right out of the box. And the addition of the &ldquo;custom styles&rdquo; controls adds a lot more fine-tuning capabilities than previous versions of the tool. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-12-05_15-13-50.png" alt="" width="700" height="338" /> However, there are some things where the ONLY way you can change appearance or behavior is by actually changing the CSS itself. For instance, if you use tabs or accordion sections, you cannot modify their color, font, etc. using the standard toolset. There are actually a few advantages to using CSS for styling: <ul> <li>Not all CSS attributes are available for modification using the custom styles settings</li> <li>Changes to CSS elements are carried over to all tabs or sections, instead of being container specific as with custom styles settings</li> <li>If you want to inactivate a modification, you can do so in CSS without deleting the code &ndash; just mark it as &ldquo;memo&rdquo; until you need it again, instead of deleting a style and having to recreate it</li> </ul> The trickiest part of modifying CSS, to me at any rate, is identifying exactly which element to modify. I&rsquo;ve gotten a lot quicker at it with practice, though &ndash; so, my belief is that in time it will be much simpler and quicker than it is for me currently. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-12-05_15-14-49.png" alt="" width="700" height="337" /> But, once you&rsquo;ve got the right element, you can experiment with changes in the developer Styles panel; once you find the combination you want, you can copy the code from there and paste it into the form designer&rsquo;s CSS window. One thing to note &ndash; at this time, the UF CSS window will strip line breaks and indents from your code, so it will not have the standard CSS formatting conventions. Everything still works, it just looks a little different. And that&rsquo;s a small price to pay for the flexibility and control you get in return! Take a look at a &ldquo;before and after&rdquo; comparison of a form I&rsquo;ve been working with: <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-12-05_15-16-39.png" alt="" width="700" height="298" /><br /><img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-12-05_15-18-53.png" alt="" width="700" height="336" /> You have to admit, that&rsquo;s pretty impressive. There&rsquo;s a <strong><a href="https://youtu.be/cBtOjfKAveQ">video online</a></strong> that provides an illustration of working with this feature that you may want to check out. And for those who are interested, here&rsquo;s the exact code I used in my example above (in the truncated formatting, but including the rounded corners on the tabs): <p style="padding-left: 40px;">.impactTabs .nav-tabs&gt;li.active&gt;a, .impactTabs .nav-tabs&gt;li.active&gt;a:focus, .impactTabs .nav-tabs&gt;li.active&gt;a:hover { background-color: #e4c189 !important;color: #fff !important; } <p style="padding-left: 40px;">.impactTabs .nav-tabs&gt;li&gt;a { color: grey;&nbsp; border-radius: 20px 20px 0px 0px;border-right-width: 1px !important;border-right-color: darkgrey !important; } <p style="padding-left: 40px;">.impactTabs .nav-tabs { border-right-width: 1px !important;border-bottom-width: 0px;margin-bottom: 0px; } <p style="padding-left: 40px;">.tab-content .cont { background-color: #e4c189 !important;padding: 10px 5px 0px;margin-top: 0px;} In the right hands, this is tremendously powerful &ndash; it gives you complete control over the look and feel of your forms, letting you create a UI that is able to adhere to the most stringent design specs, and that makes the users&rsquo; job easier, too.https://www.infowisesolutions.com/blog/css-in-ultimate-forms-for-ultimate-controlPhil GoldThursday, December 5, 2019https://www.infowisesolutions.com/blog/css-in-ultimate-forms-for-ultimate-controlPatient Appointment app built on Infowise Ultimate Forms<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Hi Readers, in this blog, I am going to share another example from healthcare industries, where we did magic using SharePoint and Infowise Ultimate forms. As I have spent a good amount of my experience in healthcare industries, I have commonly seen requests from businesses for automating their appointment booking process. I decided to explore all possible ways of building it and have explored other alternatives like Infopath, Nintex and building SharePoint custom solution. But as it always happens, cost, rapid development, required skills and maintainability were the primary factors for making decisions.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">I ruled out Infopath because it is deprecated from Microsoft, and there is no new version available for long. I thought of building a custom solution for it, but skills and code maintenance were the issue and also I wanted to build it rapidly. So, a custom solution is also ruled out. There are third party solutions available catering the similar needs, but the licensing cost was too high comparing to Infowise Ultimate forms.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As I have already worked with Infowise Ultimate forms on my last projects, I was aware of flexibility, cost-effective and supportive technical support offered by Infowise Ultimate forms. I have already written about Infowise Ultimate forms in my previous blogs; you can visit my past blogs along with others in Infowise blogs under the resource section, this direct&nbsp;</span><a class="_e75a791d-denali-editor-page-rtfLink" style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" href="https://www.infowisesolutions.com/blog" rel="noopener"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; color: #4a6ee0;" data-preserver-spaces="true">link</span></a><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;will take you there.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Patient Appointment App</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">As we decided to use Infowise Ultimate forms to build an appointment app, we explored its features such as Classic form designer, Column Validations, Alerts and notifications, search and calendar view web parts. Getting information about these featured were easy because of the detailed steps provided in knowledge articles by Infowise.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This patient appointment app is built on SharePoint using Infowise Ultimate forms. A patient would call the clinic or hospital and request a doctor's appointment, or a lab test, an operator on behalf of the patient, enter the request in the system and inform the patient of the available slots. After getting confirmation from the requestor or patient, the operator will block the slot. As a result, confirmation emails will be sent to the patient as well as requested doctor along with hospital administration with details about the appointment with unique meeting ID generated with the help of Infowise.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This app could be useful for clinics, hospitals and individual practitioners for booking appointments for their patients and definitely could be adopted by other similar business models like Dentists, saloons, Advocates and many more.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Steps to build a Patient appointment App</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We need the following SharePoint Components for creating this app.</span></strong> <ul style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint custom list&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint Columns\ fields&nbsp;</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint List views</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint permissions<br /><br /></span></li> </ul> <table style="height: 180px; width: 100%; border-color: #666262; float: left;" border="1pb" cellspacing="2px" cellpadding="2px"> <tbody> <tr style="height: 32px;"> <td style="width: 42.7667px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>S No</h6> </td> <td style="width: 205.617px; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Column\ Field name</h6> </td> <td style="width: 154.633px; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Type of column</h6> </td> <td style="width: 467.317px; height: 10px; background-color: #f5f0f0; vertical-align: middle; text-align: center;"> <h6>Remarks</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 42.7667px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">1</h6> </td> <td style="width: 205.617px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reserved for</h6> </td> <td style="width: 154.633px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Single line of text</h6> </td> <td style="width: 467.317px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Capturing patient&rsquo;s name</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 42.7667px; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">2</h6> </td> <td style="width: 205.617px; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reserved by</h6> </td> <td style="width: 154.633px; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>People type</h6> </td> <td style="width: 467.317px; height: 18px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Who captured this request</h6> </td> </tr> <tr style="height: 64px;"> <td style="width: 42.7667px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">3</h6> </td> <td style="width: 205.617px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation for</h6> </td> <td style="width: 154.633px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Choice type</h6> </td> <td style="width: 467.317px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture booking choice from available medical practitioners</h6> </td> </tr> <tr style="height: 64px;"> <td style="width: 42.7667px; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">4</h6> </td> <td style="width: 205.617px; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation Slot Start Time</h6> </td> <td style="width: 154.633px; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Date time</h6> </td> <td style="width: 467.317px; height: 30px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture Start time of reservation.</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 42.7667px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">5</h6> </td> <td style="width: 205.617px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Reservation End Time</h6> </td> <td style="width: 154.633px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Date time</h6> </td> <td style="width: 467.317px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture End time of reservation.</h6> </td> </tr> <tr style="height: 46px;"> <td style="width: 42.7667px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center;">6</h6> </td> <td style="width: 205.617px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Purpose of visit</h6> </td> <td style="width: 154.633px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Multi line text</h6> </td> <td style="width: 467.317px; height: 46px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To capture purpose of visit.</h6> </td> </tr> <tr style="height: 14px;"> <td style="width: 42.7667px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6 style="text-align: center; font-weight: 100;">7</h6> </td> <td style="width: 205.617px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Remarks</h6> </td> <td style="width: 154.633px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>Multi line text</h6> </td> <td style="width: 467.317px; height: 10px; background-color: #f5f0f0; vertical-align: middle;"> <h6>To enter any remark about booking</h6> </td> </tr> </tbody> </table> <span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">For creating this app, we have to first create a SharePoint custom list with the following SharePoint columns\ fields.&nbsp;</span> <span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient-06.png" alt="Infowise patient appointment app" width="700" height="114" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This app should have the following features.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Double booking check features</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&ndash; To avoid double booking on the same slot.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Email alert notifications</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">- To inform the doctors and patients about booking confirmation.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Calendar view of reservations</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;- To quickly see the availability of slots.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Search functionality</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;&ndash; to search the records for easy retrieval of booking information.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To build the form along with the above features, let's open the design view of Infowise and easily add these features without code.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient-04.png" alt="Infowise on sharepoint for creating pateint appointment app" width="700" height="201" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">For adding emails and alerts notification feature, go to alerts under Business logic and configure it for sending emails to doctors and patients on confirmation of billing.<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient-03.png" alt="create pateint appointment app" width="700" height="375" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Configure the settings according to requirements, set the recipients, email body when this email alert should be triggered, and mail template can also be configured.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient-1.png" alt="how to create patient appointment app in sharepoint" width="700" height="385" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Calendar view, there should be a calendar view of the reservation system to get the complete view of the system. In Infowise there is a feature of configuring a calendar web part, which is very easy to implement, adding colour-coding to differentiate between doctor's availability.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient.png" alt="how to create patient appointment app in office 365 and sharepoint" width="750" height="412" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This calendar web part could be added to any SharePoint page by editing the page and add the web part on it.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Infowise-sharepoint-patient-02.png" alt="infowise and sharepoint for healthcare" width="301" height="366" /> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp; <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To add the search feature in the patient appointment app, we used the list search web part. Search is an important functionality of any application and using Infowise, it was very easy to built search.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">For avoiding double booking for the same slot, we can easily show the available slots by calendar view web part; booking agent can easily see the updated value of the slot and avoid double booking, we used actions to create a trigger which will check the available slot and update the status as confirmed or conflict.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Finally, our patient appointment app is ready</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Finally, our patient appointment app is built, and the amazing thing is that it was built without writing a single line of code. We could have used some other third party products for the same, but after doing a cost analysis and feature comparison among them, we decided to use Infowise Ultimate form, and after using it, we did not regret our decision. Configuration and installation were easy; training and other reference materials are easy to find on their website, and last but not least, their support is fabulous.&nbsp; &nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">So, readers, I hope you enjoyed this blog, I am going to extend this patient's appointment app to advance level in my next blog, where we will have opportunity to explore advanced features of Infowise.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Please keep sharing your feedback through the comment section given below the blog.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thanks for reading&hellip;</span>https://www.infowisesolutions.com/blog/patient-appointment-app-built-on-infowise-ultimate-formsAbhishek DubeyWednesday, December 4, 2019https://www.infowisesolutions.com/blog/patient-appointment-app-built-on-infowise-ultimate-formsSuccessful examples of business process automationEven though many despise the idea of the latest business processes taking the place of workers, however, these innovative business processes bring more productivity and efficiency in an organization. Keeping that in mind, there are three <strong>successful examples of business process automation </strong>that boost up the productivity of an organization. In all of these below examples, we will analyze the case studies of their business process automation that were successfully spearheaded. We hope that this article to provide you with the utmost guidance to execute the business automation process in your organization efficiently. <h2>Three Successful Examples of Business Process Automation.</h2> <h3>1. No More Paperwork</h3> A transportation business that was working with a field service management company, they are looking to increase their drivers from a mere 50 to 150 with no additional hiring of in-house staff. What exactly they needed is an efficient way that would boost up their overall proficiency. However, the biggest stumbling block in achieving that goal was the business processes of the in-house staff, which were performed manually. The drivers had to receive all the client&rsquo;s information, such as payment details and used to keep track of their working hours manually. Furthermore, the collected information is either called or faxed back to the head office to have them entered manually into their accounting books, and further dealt from there. As you can imagine, the entire business process was utterly time-consuming and prone to mistakes. For instance, there were frequent errors due to overhearing on the phone, mainly due to a lousy landline connection. That was such a painstaking hassle for the organization to overcome. However, with the implementation of business process automation, the workflow had significantly been improved. The field service company came up with innovative custom software and assigned every driver a tablet with a pre-installed app. The app brings tremendously increase productivity by allowing the features of the ease of collection of clients&rsquo; information, as well as automatically tracked the working hours of the drivers. The collected information from the drivers was automatically delivered to the accounting department, which was synchronized with their QuickBooks system. Thus, making this one of the <strong>successful examples of business process automation </strong>as the company reached and exceeded its organizational goal. It also provides new insights to the company of the data from a driver&rsquo;s end that opens the door for further streamlining the business process. <h3>2. Mitigating Human Errors</h3> Mitigating human errors is always the goal of almost every organization in the world. That can be easily achieved by implementing the business process automation. In this example, a business enterprise builds a complicated and extensive information system that includes medical, aviation, and military. They had collaborated with a firm to develop that provide the convenience of changing requests to the Medical Directory for Regulatory Activities (MedDRA). The previous business process was outdated, as well as highly complex, where the data used to go through several different systems manually in a muddled and inefficient manner. Generally, there weren&rsquo;t any issues in the process; however, in one specific process, any sign of errors or mistakes could lead to disastrous consequences of non-compliance. By streamlining the entire business process via the installation and implementation of a single end-to-end system, the company retrieved the process approvals beforehand. As a result, it makes the company to easily keep track and prevent errors when the data wasn&rsquo;t moved between systems adequately. This also makes it one of the <strong>successful examples of business process automation.</strong> It may be true that not everyone has the expertise of quality assurance and compliance. Nevertheless, there are some significant technical issues similar to this example that most organizations don&rsquo;t pay heed to and sometimes suffer huge losses. Those processes include <ul> <li>Trusting on transferring information from one system to another (via emails).</li> <li>Delay the process due to bottleneck in the system.</li> <li>Need various manual steps that could easily be ignored or neglected during rush hours.</li> </ul> These kinds of outdated and inefficient business processes still exist in various significant corporations. <h3>3. Workflow Management</h3> Finally, the last but not the least of the <strong>three</strong> <strong>successful examples of business process automation</strong> is about a convenience food company that was having issues with their regional marketing teams to run a local promotional campaign to capitalize on their local circumstances. For instance, they were looking for running a promotional campaign for ice-cold drinks in Florida in February but not the same promotion in Vermont in the same month. Moreover, there is also a central marketing department that would give the go-ahead for each of these promotional campaigns. They also ensured that the promotional offered in Florida doesn&rsquo;t have any confliction with the one in Vermont. The department oversaw that all the running promotional campaigns were up to the mark of the brand. Meanwhile, the convenience food company were running their business processes with a hodgepodge way of emailing and highly complex Excel spreadsheets to keep track of all the promotional campaigns of all the regional marketing teams. They were suffering from the slow approval from the central marketing department that was becoming a burden to the entire team. Then came one of the <strong>successful examples of business process automation </strong>by switching and allowing the approvals on the task assigned. In other words, the stakeholders were only allowed to view and give consent to the tasks which they were assigned. From there on, it started to build a system where it enabled different regions to share their idea for a promotional campaign. Its progression was approved by the assigned stakeholder efficiently within the same network. Furthermore, the system also sends a notification instructing the marketing team if there were any essential things to do. By adopting this business process, the client gained massive productivity and proficiency in the promotional campaign. <h2>Conclusion</h2> These are the three <strong>successful examples of business process automation</strong> that contributed immensely to their respective business enterprises. It matters not whether you&rsquo;re looking to increase your on-the-field employees, reduces errors, or just want to get work done fast. The implementation of business process automation is imperative in the modern times of today. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our flagship product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/successful-examples-of-business-process-automationAmir ShingrayTuesday, November 26, 2019https://www.infowisesolutions.com/blog/successful-examples-of-business-process-automationUltimate Guide for Creating Business Processes in Office 365<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br />In any organization, once the initial enthusiasm for implementing Office 365 has subsided, they will start to look for more ways they can optimally utilize Office 365.<br />Indeed, all the processes of the organization cannot be moved and switched to Office 365 overnight. Nevertheless, it is still imperative to detect and recognize all those areas of improvement where the organizations can have a smooth start by thoroughly implementing Office 365 in all their business processes.&nbsp;<br />Office 365 has a diverse range of tools with massive features. Therefore, it&rsquo;s quite challenging to identify all of them to have an overview of its advantages and disadvantages that could have an impact on the developmental processes of the business.&nbsp;<br />To understand it fully, let&rsquo;s have a quick look at some of the queries and questions that regularly comes up when reviewing the demands and needs for a business process. By going through the requirements, we will be able to determine how Office 365 would respond to each one of them.&nbsp;<br />While you&rsquo;re reading this, it would be fun to wrack your brain in finding some of the business processes in your organization that require improvement.&nbsp;<br />In this article, we will focus on covering no/low-code solutions. That would be quite beneficial for your organization if they can afford custom development, as there will be plenty of things to consider.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Tools for Creating Business Processes in Office 365</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When the clients are looking for improving or&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">creating business processes in office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;with a no or low-code tool, there are three options for them to choose from&nbsp;</span><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Forms</span></em><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">,&nbsp;</span><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">SharePoint List/Libraries</span></em><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">, and&nbsp;</span><em style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">PowerApps</span></em><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">.&nbsp;<br />The very first thing to do is to review the present state of the business process and its complications. If the business process is simple and easy such as entering data into an Excel Sheet with no overcomplicated formulae, we suggest Microsoft Forms be the best tool.<br />Running your business processes in Microsoft Forms is entirely stress-free and pretty much straightforward as it doesn&rsquo;t require any technical expertise.&nbsp;<br />However, one of the prominent disadvantages of using Microsoft Forms is that it provides minimal field types and has limited options.&nbsp;<br />If the field types of an organization are quite complex, it is then implementing the Microsoft Forms may not the best option. The next course of action in&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365&nbsp;</strong>is<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">&nbsp;</strong>to go for the SharePoint list. It offers a wide array of field types as well as has excellent built-in features, including views and validation. SharePoint list also enables you to utilize other tools like PowerApps. If you think a document upload would initiate the business process, then it&rsquo;s better to choose Libraries.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">PowerApps is the most complex tools for&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">creating business processes in office 365.&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Its use should only be chosen when the form&rsquo;s logic becomes more complicated that SharePoint cannot handle. By using PowerApps, you would be able to perform things like repeating tables, cascading dropdowns, and also you can connect to data outside of the current list.&nbsp;<br />Moreover, with the implementation of PowerApps, you would also be able to implement mobile apps. Generally, if the current business process is a complicated InfoPath form, then the PowerApps is the right tool for&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365.&nbsp;</strong>However, there is a lot to learn when you&rsquo;re switching from InfoPath to PowerApps. Get yourself acquainted with a technical expert is recommended.<br />You should also need to consider the audience for&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365.&nbsp;</strong>For instance, if your targeted audience doesn&rsquo;t have the licensed external users, you may have to stay with Microsoft Forms or SharePoint Lists, as PowerApps doesn&rsquo;t support external users.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Suitability for Your Business Process Flow</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When the business process has been selected, then the next phase for&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">creating business processes in office 365</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;is the flow of the process. The ideal tool is Microsoft Visio or any other related tool to streamline the entire process. When thinking about mapping out the workflow, several queries come to mind. Such as is there any approval phase? If there is, then how many? Is there a need for transferring of data upon the completion of the process?&nbsp;<br />One of the significant workflow tools in&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365&nbsp;</strong>used to be SharePoint Designer. There has been a rapid increase in organizations that are switching from SharePoint Designer workflows to Flow.&nbsp;<br />Similar to PowerApps, you would probably require to learn about the Flow. According to us, it would take an immense amount of time and effort to learn and have the proficiency to run your business processes, especially if you were an avid user of Designer.&nbsp;<br />On the other hand, if you&rsquo;re new to Flow, then this is the simpler and efficient version of SharePoint Designer.&nbsp;<br />From personal experience, there are plenty of loops in Flow; however, the new and improved logging assists greatly in those circumstances.<br />Flow offers a tremendous amount of nifty built-in templates for&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365.&nbsp;</strong>For instance, its template sends the data to Microsoft Forms automatically to a SharePoint list. This is ideal for anyone who&rsquo;s looking for a user experience of Microsoft Forms but requires the data in a SharePoint list that could be utilized for reporting or for a more complicated business process.<br />One more thing, PowerApps empowers into building plenty of logic with no need of using Flow. For instance, it enables you to send an email directly inside the app, which reduces the expense of overseeing two tools.&nbsp;<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Envisioning the Entire Process</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">When the desired&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">creating business processes in office 365&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">completely implemented in your organization, the final phase is to make an impressive user experience. To efficiently achieve that, you can utilize the modern pages in SharePoint to render a personalized experience as per the user&rsquo;s requirements. Generally, they are mostly referred to us dashboard pages that contain links to forms, gives a view of the lists and libraries.&nbsp;<br />You can embed the visualization of data from Power BI. However, you probably need to buy a license. This tool is quite helpful in providing prompt answers about your business process and its functionality.&nbsp;<br />Furthermore, Microsoft has recently introduced the connector web parts, enabling you to connect and showcase your data outside of Office 365.&nbsp;<br />We hope that considering all the benefits of improving and&nbsp;<strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;">creating business processes in office 365</strong>&nbsp;would give you a head start in getting solutions for your business operations.&nbsp;<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span>https://www.infowisesolutions.com/blog/ultimate-guide-for-creating-business-processes-in-office-365Amir ShingrayMonday, November 25, 2019https://www.infowisesolutions.com/blog/ultimate-guide-for-creating-business-processes-in-office-3656 Reasons to Consider Automation for Your Business Processes<strong><em>&nbsp;&ldquo;There's a lot of automation that can happen that isn't a replacement of humans but of mind-numbing behaviour.&rdquo;</em></strong> <strong>&ndash; Stewart Butterfield, Co-Founder of Flickr and Slack.</strong> Today&rsquo;s market has become highly competitive; within a blink of an eye, you can be left behind in the dust if you&rsquo;re unable to compete with rival businesses. Your business&rsquo; services have to be top-notch, all the while keeping the operational costs to a minimum and manage time efficiently.&nbsp; Business process automation can help businesses to stay ahead of the curve. Even small companies can automate their business, as business automation is not limited to installing AI-based machinery. Automation comes in all sizes and shapes; you can install automation software to manage your social media accounts more efficiently. To better understand the reasons why a business should consider process automation, we first need to understand what business automation is. <h2>Business Process Automation</h2> Process automation in business is the use of software to coordinate personnel and operations. In simpler terms, business automation (or business process automation) allows you to do all the repetitive tasks with the help of a computer or a virtual system. If you're on the fence about integrating process automation in your business, then these reasons are going to help you decide; <h2>Saves Time</h2> You might&rsquo;ve heard the phrase &ldquo;time is money.&rdquo; Repetitive tasks kill the morale of employees, making the process more time consuming and forcing the employees to work overtime. An automated system can perform those repetitive tasks within the designated time and reduce human error as well, freeing employees to do the work that requires their attention more. <h2>Cost-Effective</h2> If a plethora of tasks is to be performed by your business, then you may recruit a large number of employees, enough to perform the tasks at hand and meet the deadlines of the busy workload. Some consider outsourcing the work, but that&rsquo;s not the best solution to this problem. Process automation can help you save a substantial amount of money and efficiently handle the tasks. Moreover, you don&rsquo;t have to cover the salaries and benefits of an automated system, allowing you to spend those savings elsewhere. <h2>Customer Satisfaction</h2> Customer satisfaction is critical to upscale your business. Manual processing can be irregular and prone to human error; on the other hand, automated systems can help minimize the error rate and provide regularity in services or products, ensuring customer satisfaction. For example: If a small scale business doesn&rsquo;t have the resources to run a 24-hour call center, they can avail the services of an automated customer service software, which allows them to assist customers 24/7 without any additional costs. The customer won&rsquo;t have to wait to get connected to an agent and will be satisfied with the quality of your customer service. <h2>Better Analysis</h2> Analyzing customer behaviour can help you understand what your customers want. With the help of analytics software such as Google Analytics and Microsoft PowerBI, you can effectively understand your customers&rsquo; needs and launch new services according to the results. These programs help you manage your data conveniently and provide visualization tools to simplify the process for their users. <h2>Enhances Workflow</h2> Workflow automation allows you to monitor real-time progress by bringing all aspects of the workflow into a single dashboard and simplifies process management for you by creating reviews, processing data, etc. You can also view previously collected data and compare it with the current data so you can make educated decisions and predict the future course of action of your business. <h2>Happier Workforce</h2> Repetitive tasks can be annoying and cause frustration among workers, making the employees less productive. With the help of automation, you can keep your <a href="https://warwick.ac.uk/newsandevents/pressreleases/new_study_shows/">employees happy and increase productivity by 12%</a>, a recent study has found. <h2>Conclusion</h2> Manual processing has room for delays and errors; with the help of automated business processing, you can increase the operational productivity by assigning repetitive tasks to a computerized system. You can pinpoint the area where your company is lacking and work on it to improve your services. Start small when you automate your business processes, with the most straightforward methods first. Note how the workers react to the automation; this will make it easier for you to take on larger automation projects. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our flagship product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/6-reasons-to-consider-automation-for-your-business-processesAmir ShingrayMonday, November 25, 2019https://www.infowisesolutions.com/blog/6-reasons-to-consider-automation-for-your-business-processesFine-tuning Form look and feel with the Custom Styles featureThe modern Form designer has so many cool features, it&rsquo;s easy to miss them. Take styling the form, for instance. At the highest level, there are two themes &ndash; dark, and light. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_14-46-12.png" alt="" width="475" height="312" /> If you&rsquo;re using tabs or accordion sections in your forms, there are also three built-in themes you can apply &ndash; which look different depending on whether you&rsquo;re using dark or light modes. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_14-54-44.png" alt="" width="700" height="219" /> You can also use the Styles section in the right-panel to define: font face, color, and size; background color; and border style, color, and weight (yes, I know my example is gruesome, but it&rsquo;s impossible to miss!). <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-06-18.png" alt="" width="700" height="331" /> But I want to draw your attention to the &ldquo;Custom styles&rdquo; area in the style dialog. Custom styles allow for a lot more opportunities for defining the CSS attributes of containers and fields without actually having to write CSS. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-14-12.png" alt="" width="375" height="702" /> Custom style controls include background, border, font, margin, and padding controls &ndash; and that&rsquo;s just the start. Since CSS typically allows you to define all four sides of a thing individually, it&rsquo;s completely possible to have padding, for instance, that&rsquo;s different top to bottom or side to side. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-28-54.png" alt="" width="700" height="267" /> There&rsquo;s some arcane stuff included, too &ndash; things like cursor, or clip, or z-index. I&rsquo;m not going to spoil your fun by telling you what everything is or what it does. Instead, I want to encourage you to check out the CSS reference page at <span style="color: #0000ff;"><strong><u><a style="color: #0000ff;" href="https://www.w3schools.com/cssref/default.asp">W3Schools.com</a></u></strong></span> for a complete list of all the current CSS attributes and definitions &ndash; just click on the attribute to get detailed information on how to use it. Now, I&rsquo;ll be honest &ndash; there are still some things you can&rsquo;t do with custom styles inside the dialog. And, there are some elements of the form &ndash; such as tab button or input fields &ndash; that you can&rsquo;t change using Styles. Luckily, for those things you can still actively edit the CSS within the tool using the CSS button in the menu bar &ndash; but, that&rsquo;s a topic for a different day. If you&rsquo;d like to watch a video demonstration of both custom styles and manipulating form CSS, check out <span style="color: #0000ff;"><strong><u><a style="color: #0000ff;" href="https://www.infowisesolutions.com/training/article.aspx?ID=151">Form Builder - Advanced Styling and CSS</a></u></strong></span> in the Ultimate Forms tutorials.https://www.infowisesolutions.com/blog/fine-tuning-form-look-and-feel-with-the-custom-styles-featurePhil GoldWednesday, November 20, 2019https://www.infowisesolutions.com/blog/fine-tuning-form-look-and-feel-with-the-custom-styles-featureFine-tuning Form look and feel with the “Custom Styles” featureThe modern Form designer has so many cool features, it&rsquo;s easy to miss them. Take styling the form, for instance. At the highest level, there are two themes &ndash; dark, and light. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_14-46-12.png" alt="" width="475" height="312" /> If you&rsquo;re using tabs or accordion sections in your forms, there are also three built-in themes you can apply &ndash; which look different depending on whether you&rsquo;re using dark or light modes. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_14-54-44.png" alt="" width="700" height="219" /> You can also use the Styles section in the right-panel to define: font face, color, and size; background color; and border style, color, and weight (yes, I know my example is gruesome, but it&rsquo;s impossible to miss!). <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-06-18.png" alt="" width="700" height="331" /> But I want to draw your attention to the &ldquo;Custom styles&rdquo; area in the style dialog. Custom styles allow for a lot more opportunities for defining the CSS attributes of containers and fields without actually having to write CSS. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-14-12.png" alt="" width="375" height="702" /> Custom style controls include background, border, font, margin, and padding controls &ndash; and that&rsquo;s just the start. Since CSS typically allows you to define all four sides of a thing individually, it&rsquo;s completely possible to have padding, for instance, that&rsquo;s different top to bottom or side to side. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-19_15-28-54.png" alt="" width="700" height="267" /> There&rsquo;s some arcane stuff included, too &ndash; things like cursor, or clip, or z-index. I&rsquo;m not going to spoil your fun by telling you what everything is or what it does. Instead, I want to encourage you to check out the CSS reference page at <strong><u><a href="https://www.w3schools.com/cssref/default.asp">W3Schools.com</a></u></strong> for a complete list of all the current CSS attributes and definitions &ndash; just click on the attribute to get detailed information on how to use it. Now, I&rsquo;ll be honest &ndash; there are still some things you can&rsquo;t do with custom styles inside the dialog. And, there are some elements of the form &ndash; such as tab button or input fields &ndash; that you can&rsquo;t change using Styles. Luckily, for those things you can still actively edit the CSS within the tool using the CSS button in the menu bar &ndash; but, that&rsquo;s a topic for a different day. If you&rsquo;d like to watch a video demonstration of both custom styles and manipulating form CSS, check out <span style="color: #0000ff;"><strong><u><a style="color: #0000ff;" href="https://www.infowisesolutions.com/training/article.aspx?ID=151">Form Builder - Advanced Styling and CSS</a></u></strong></span> in the Ultimate Forms tutorials.https://www.infowisesolutions.com/blog/fine-tuning-form-look-and-feel-with-the-%E2%80%9Ccustom-styles%E2%80%9D-featurePhil GoldTuesday, November 19, 2019https://www.infowisesolutions.com/blog/fine-tuning-form-look-and-feel-with-the-%E2%80%9Ccustom-styles%E2%80%9D-featureCreating a Sharepoint Patients Registration App using Infowise Ultimate forms - The Next Level<h2>Patient Registration Process to the next level</h2> Hi readers, I have been writing about SharePoint and healthcare industries, and this is my third blog in a series on Infowise portal. I have written in detail about why I chose Infowise over other options available in SharePoint for building process automation, you can read this blog <a href="https://www.infowisesolutions.com/blog/how-i-created-a-businesses-app-of-my-choice-in-just-half-an-hours-using-infowise-ultimate-forms-for-sharepoint-and-office-365">here</a>. In my other blog, I discussed challenges in healthcare industries and SharePoint helping to resolve it. I took the example of creating a registration app for patients using Infowise Ultimate forms, discussed benefits of it and also added steps to troubleshoot the issues faced during installation of Infowise apps in my environment, you can read this blog <a href="https://www.infowisesolutions.com/blog/patient-registration-app-on-sharepoint-using-infowise-ultimate-forms">here</a>. <h2>What Next&hellip;</h2> In my next blog, I wanted to extend my patient registration app, which I created in my last blog to highlight the advanced features of Infowise Ultimate forms. To start with it, let us understand the process of the hospital&rsquo;s operation. Once the patient is registered in hospital records, it should be stored for a long time depending on local authority&rsquo;s compliance, and then the same record is updated and added with other details like doctor&rsquo;s advice, diagnostic reports and billing history. In addition, these records should be easily available through search when required. I have listed down features requirements, which should be part of any patient registration app. <ol> <li>The patient&rsquo;s record should be stored for a long time with appropriate security.</li> <li>Doctors should easily search his assigned patient and could see the patient&rsquo;s medical history and he should be able, to add his prescription.</li> <li>Lab technician should be able to fetch details of medical tests prescribed by the doctor to patients. He also should be able to enter billing details for requested tests.</li> <li>The patient should be able to download the reports and the doctor should have access to reports for his review.</li> <li>All history should be stored securely and available for later reference.</li> <li>Configurable alerts and notifications.</li> <li>Electronic or digital signature</li> <li>The app should be accessible through handheld devices such as tab and smart mobile phones.</li> </ol> <h2>Extending Patient registration app</h2> I took the example of building a patient registration app in my last blog, I would like to extend the same app to the next level to add the above-listed features. Create all the required fields needed for Doctor&rsquo;s form. In the doctor&rsquo;s form, some of the fields like the patient&rsquo;s personal details and previous medical history would be pre-filled from the patient&rsquo;s registration form. Fields need to be created in the Patient&rsquo;s record list are mentioned below in the table <table style="height: 161px; width: 785px; border-color: #635e5e; background-color: #e0dada;" border="0.5" cellspacing="5px" cellpadding="5px"> <tbody> <tr style="height: 46px;"> <td style="width: 185.583px; height: 46px; border-color: #ebebeb; background-color: #a6dbf7; text-align: center;"> <strong>Field Name</strong> </td> <td style="width: 209.817px; height: 46px; border-color: #ebebeb; background-color: #a6dbf7; text-align: center;"> <strong>Data Type</strong> </td> <td style="width: 375.6px; height: 46px; border-color: #ebebeb; background-color: #a6dbf7; text-align: center;"> <strong>Remarks</strong> </td> </tr> <tr style="height: 46px;"> <td style="height: 34px; width: 179.583px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Doctor&rsquo;s Prescription</pre> </td> <td style="height: 34px; width: 203.817px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Multi-line text</pre> </td> <td style="height: 34px; width: 369.6px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Used by the doctor to enter the prescription</pre> </td> </tr> <tr style="height: 46px;"> <td style="height: 10px; width: 179.583px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Lab Test prescribed</pre> </td> <td style="height: 10px; width: 203.817px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Multiple-choice options</pre> </td> <td style="height: 10px; width: 369.6px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Prescribed Lab tests</pre> </td> </tr> <tr style="height: 46px;"> <td style="height: 10px; width: 179.583px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Lab Test Conducted</pre> </td> <td style="height: 10px; width: 203.817px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Multiple-choice options</pre> </td> <td style="height: 10px; width: 369.6px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Lab Tests Conducted</pre> </td> </tr> <tr style="height: 46px;"> <td style="height: 10px; width: 179.583px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Lab Test Findings</pre> </td> <td style="height: 10px; width: 203.817px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Attachments</pre> </td> <td style="height: 10px; width: 369.6px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Lab Test Results</pre> </td> </tr> <tr style="height: 21px;"> <td style="height: 51px; width: 179.583px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Bill details</pre> </td> <td style="height: 51px; width: 203.817px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>A single line of text</pre> </td> <td style="height: 51px; width: 369.6px; border-style: solid; border-color: #f4f5f2; background-color: #dedede; vertical-align: middle;"> <pre>Billing details of the patient</pre> </td> </tr> </tbody> </table> The above fields should be in a repetitive section, as multiple entries could be made for a patient. For better placement of field, I thought of arranging different sections in different tabs for e.g. patient&rsquo;s records in one tab, doctor&rsquo;s section in second etc. Each section should be editable by respective stakeholders and read-only for others as per requirements. <h2>How Infowise Ultimate forms helped to achieve complex functionalities</h2> There were few challenges while extending the design of the patient registration app such as arranging forms in a tabbed view, applying for permissions on individual columns, Column value validations, View Permissions etc. As always Infowise came as a saviour in difficult times, All these functionalities\ features, are available and easy to implement. I used the following features of Infowise forms to achieve the patient&rsquo;s registration functionalities. 1- Tab and Tab Permissions- For arranging and dividing fields per section.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/Pic1.PNG" alt="Infowise for healthcare" width="700" height="273" /> 2- Repeating section &ndash; For making multiple entries of prescription, lab tests etc. 3- Advanced column permission manipulation &ndash; Applying for permissions on fields <img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/pic2.PNG" alt="Infowise for healthcare" width="700" height="346" /> 4- Column Value Validation &ndash; Applying column validation enforce business\ compliance rules.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/pic3.PNG" alt="Infowise for healthcare" width="700" height="304" /> 5- View permissions &ndash; Doctor Views, Receptionist views and lab assistant views should have only access to their respective views only.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/abhishekdubey/pic4.PNG" alt="Infowise healthcare" width="700" height="270" /> 6- Charts &ndash; For providing a graphical representation of records to stakeholders for better decision making. 7- Electronic signature field &ndash; Get the e-signature for compliance purposes. 8- Smart Alerts &ndash; for configuring alerts and notification configuration. 9- List Search Web part- For providing search functionality to search the patient&rsquo;s record on the patient&rsquo;s registration list, it also provides the functionality of the advanced search feature. It was easy to configure the above features, thanks to well-documented tutorials and instructions available on Infowise portal. One can easily find detailed documentation here <a href="https://www.infowisesolutions.com/documentation/">https://www.infowisesolutions.com/documentation/</a> The patient registration app is complete now. Comparing the other products available in market Infowise Ultimate forms was convenient and cost-effective. Thanks for reading my blog, I will be discussing more exciting features of Infowise in other projects implemented for healthcare industries.https://www.infowisesolutions.com/blog/creating-a-sharepoint-patients-registration-app-using-infowise-ultimate-forms---the-next-levelAbhishek DubeyTuesday, November 19, 2019https://www.infowisesolutions.com/blog/creating-a-sharepoint-patients-registration-app-using-infowise-ultimate-forms---the-next-levelGrid System Design for Fine-Tuned Forms We&rsquo;ve been doing a lot of talking lately about how cool the modern Form Designer is, and here&rsquo;s another reason to get excited. If you&rsquo;ve been trying to recreate the look and feel of an existing form that you built in InfoPath or some other tool, Form Designer gives you a huge assist by using nested containers &ndash; containers within containers. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-17_17-07-10.png" alt="" width="700" height="338" /> Using the technique, you can control the structure of your forms to a very high degree. The trick is to use containers as rows in a form, and then insert additional containers within the columns. <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-17_17-02-54-B.png" alt="" width="700" height="194" /> Those containers can then be columnized on their own, which lets you vary widths across the rows to suit your purposes. It also gives you better control over visibility and permission rules, too. Once you&rsquo;ve got your grid laid out, it&rsquo;s a quick job to drag list fields into place. Some tips: <ul> <li>If you&rsquo;ve got an existing form, start by analyzing its structure for rows and columns. If you&rsquo;re starting from scratch, drawing a rough diagram will be very helpful.</li> <li>Adding fields to the same container will cause them to stack one on top of the other, which is useful in some cases.</li> <li>If you want rows to stay level, it&rsquo;s not a bad idea to nest a container into each column.</li> <li>If you want to use tabs or accordion sections, set those up first - you can&rsquo;t move containers! The good news is that if you need to redo anything, it only takes moments.</li> </ul> <img style="border-width: 1px; border-style: solid; display: block; margin-left: auto; margin-right: auto;" src="https://storage.infowisesolutions.com/images/postimages/philgold/2019-11-17_17-06-23.png" alt="" width="700" height="338" /> I&rsquo;ve created a <span style="text-decoration: underline;"><strong><span style="color: #0000ff;"><a style="color: #0000ff; text-decoration: underline;" href="https://www.infowisesolutions.com/training/article.aspx?ID=156">video tutorial</a></span></strong></span> using this method which you can watch to see a walkthrough of the building process. Give it a try &ndash; I think you&rsquo;ll be impressed at how well the technique works!https://www.infowisesolutions.com/blog/grid-system-design-for-fine-tuned-forms-Phil GoldMonday, November 18, 2019https://www.infowisesolutions.com/blog/grid-system-design-for-fine-tuned-forms-Microsoft office 365 and digital transformation in manufacturingThe modern workplace needs to change to survive in the competitive arena. Instead of working out of a physical office, at times, they need to work virtually, the system needs to be accessible outside of the office on the cloud and be available globally. Instead of working only on computers, you're expected to use your mobile devices as well. If a manufacturing corporation is embracing digital transformation with the assistance of Microsoft office 365, then they're able to provide their employees with emails and other team collaboration tools to store and share documents; employees are able to manage permissions with other co-workers. Project managers are able to automate processes and distribute workloads to all team members. Manufacturing corporations can create intranet portals to enable self-services for the different departments within an organization.<span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 provides integrated platforms that provide all the features you need to create a modern digital workplace. From Outlook, Word, PowerPoint, Excel, OneNote, Planner, SharePoint, Powerapps and many more, all these functionalities can conveniently be accessed with a single subscription of Office 365 suite. Utilization of all the aforementioned tools provides manufacturing firms with ample opportunity to grow in a decided manner towards full digitization. As a consequence, these businesses will benefit from increased visibility of processes, significant cost reduction, quicker product turn around cycles, in return, they become able to deliver excellent customer service and achieve higher customer satisfaction and even delight.&nbsp;<br /><br />Industry in our mind conjures up classic machinery, thousands of employees, and tall smokestacks. However, the continuous development in software technology such as Microsoft Office 365, digital transformation in manufacturing is heading towards a new type of manufacturing industry that is 4.0. This digital Industry is transforming every stage of manufacturing operations from supply chain and enterprise to the shop floor and employees. The smart manufacturing connects factories electronically to central machine-linked networks, not only to automate but also to individually learn procedures, adapt to change, create requests, identify quality issues and even delegate tasks to other machines. The technologies used by the manufacturers in the digital Industry is improving every phase of production and are discussing below in detail:<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">1. Internet of things</span></h2> <span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The internet of things has been giving enterprises a competitive edge by reorganizing and simplifying operational processes with digitally connected machines. Its existence consists of widely used internet connection, sensors, and cloud computing. By providing real-time input and data, businesses are well notified to take decisions and decrease manual procedures. The internet of things and statistics have a significant impact on productivity. Hence,&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office 365 and digital transformation in manufacturing</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;offers new chances to integrate activities and changes business procedure. Nowadays, consumers want natural products that enforce manufacturers to create software-based products.</span> <h2>2. Artificial intelligence</h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Artificial intelligence refers to any device that responds to the environment and takes action to acquire its goal. This technology does not need any human assistance. Instead, it provides automation as&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office 365 and digital transformation in manufacturing&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">are featured with several control systems for performing business operations smoothly by making decisions by themselves. Hence, it reduces not only manual work but maintains the appropriate workflow and enhances production capacity effectively. Besides, production costs have lowered down the downturn.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3. Robots</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Robots are automatic machines that are specifically designed to operate specific tasks. Moreover, they are not only able to make decisions but alarm others in case of any mishappening. Their increasing use in the manufacturing industry has made the industries a better and safer place to work in. They can easily communicate with the members of the control board for the provision of required information and data related to machines and business operations. Fully equipped with sensors, these robots identify and fix issues to minimize delays in performing manufacturing procedures.&nbsp;</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">4. Cloud computing efficiency</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To improve speed and efficiency, advanced engineering and robotics are critical to manufacturing companies. It is also streamlined in its infrastructure, and the employees will access the relevant data they want through geographical locations, allowing quicker, unified collaboration simpler. As a consequence, cloud computing is being introduced by a growing number of manufacturers for&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft Office 365 and digital transformation in manufacturing.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">5. Data and statistics:</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Experts predict that by 2020, digital content will be 50 times higher than it currently exists. Big data processing is difficult and time-consuming, with knowledge regarding users and services being handled, modified, and evaluated. Because of its potential to streamline information, facilitate teamwork, and increased visibility for all participants, manufacturers encourage cloud technology.</span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">6. Augmented reality</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Augmented reality (AR) presents digital content through a system in the real world, such as a mobile phone and unique eyeglasses. In the manufacturing industry, there are several different applications for this innovation, such as:</span> <ul> <li style="color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;The processes, facilities, and techniques on the ground of the factory are often unknown with new hires. It is vital to provide new workers with instruction as soon as possible and as often as necessary to avoid security incidents. With AR, they may access text overlays and other virtual information to help them understand what's going on the ground without requiring additional workforce or output delays.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Manual reviews are required for most orders and deliveries at fulfillment centers and warehouses. This process is automated with AR to reduce errors, save time, money, and resources.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Maintenance crews save resources and reduce guesswork by using ar tools to provide equipment details such as preventive maintenance plans, potential problems, and the machine's service history.</span></li> </ul> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">7. Additive Manufacturing</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Although companies are looking to expand the use of additive manufacturing in their operations, in three key areas, techniques such as 3d printing already play an essential role:</span> <ul> <li style="color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Thanks to the versatility of 3d printing technology, design teams may play in making increasingly complicated geometric shapes and frameworks.</span></li> <li style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt; ; list-style-type: disc;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3d printing is widely used to model, speed up project times, and reduce costs. In a controlled environment, companies are free to struggle easily and test multiple models before settling on the final designs.</span></li> <li style="color: #1c1e29; background: transparent none repeat scroll 0% 0%;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">3d printing is the most comfortable and most inexpensive form of production when only a small amount of material is required.</span></li> </ul> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs.https://www.infowisesolutions.com/blog/microsoft-office-365-and-digital-transformation-in-manufacturingAmir ShingrayThursday, November 14, 2019https://www.infowisesolutions.com/blog/microsoft-office-365-and-digital-transformation-in-manufacturingImplementing a successful digital transformation in manufacturing: Microsoft office 365<p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">By now, it is evident that only those who adapt to change are the ones that are going to thrive in the new digital era. Practically what we do today is for a tomorrow. The advancement in the tech sector brought unforeseen improvements in production management and propelled businesses to achieve higher levels of efficiency. Several manufacturing corporations already enjoy the benefits of successful automation. However, the implementation of new technologies can disrupt the daily workflow. One of the biggest challenges faced by manufacturing corporations when implementing a digital transformation strategy is people. For that reason, leaders of change must understand the mindset of their own people and how they executed their daily tasks before the upcoming upheaval of full digitization. The second challenge faced by the manufacturing sector is aligning their business model with the newly acquired technology architecture. They both are the critical sides that need to be adequately considered during the planning of the digitization. At the end of the day, all change has to meet the business's overall goals and objectives.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Technology is ubiquitous, and this exposure to digital services plays a vital role in not only creating new products but transforming and accelerating innovations. The secret to a successful change, growth and development nowadays is to focus on recent trends in technology, what offered by </span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft's Office 365 is a great example of such a shift in technology trends.</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"> From the proliferation of connected devices and other "stuff" within the Internet of Things (IoT) to increasing information mounds, the advent of advanced analytics, machine learning, and artificial intelligence, everything has reshaped the very face of industries. The industries are now more transformed, competitive and eco-system friendly.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Reshaping manufacturing by Microsoft office 365</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;give enterprises the chance to ponder and act as digital firms through their interaction with their clients, empowerment of their staff, automation of their processes, and turning their goods into valuable products. Organizations doing this have reliable results: reduced costs, energy efficiency, higher profits, and improved operational efficiencies. The organizations that have successfully adopted a digital transformation journey generate millions of dollars more in additional operating income each year than those lagging. In this way, industries will be reshaped, and this era will be defined as transformation and disruption. Microsoft Office 365 offers services, solutions, and roadmap for successful separation and differentiation that lead to remarkable potential. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Mindset for a better tomorrow</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">In the past, an industry took twenty years to establish. However, due to implementing&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing,</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"> the time has been reduced to two-three years for launching a mega-size manufacturing business. But, to make the most of digital transformation, industrialists must reframe their goals and shift their thinking towards rapid growth through the diruption of current markets. Microsoft office 365 is a reliable agent for a successful transforming the industry by providing a unique collaboration of innovative technologies and equipment that automate all manufacturing operations. Hence, this digital transformation is leading enterprises to agile productivity with ease.&nbsp;<br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Digital change is a proposal for technology. Technology's influence on modern business is monumental. And, it is demonstrated in many ways; infinite computing power and limitless space that has become a reality today, as well as possibilities provided by disruptive innovations such as the Internet of Things, artificial intelligence, profound learning, virtual reality, etc. Therefore, it is fair to say that innovation is going to change the world again. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Embrace the digital revolution, or else!</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We are on the verge of a digital revolution that is going to change how we live, act, and connect fundamentally. The first industrial revolution benefitted humanity in automated steam power output, preceded by the second revolution that introduced electricity, and the third revolution came up with the introduction of information technology. As a consequence, we entered the era of massive mass manufacturing. The speed of current advancements and the exponential leap of disruptive novelties are now leading to the fourth industrial revolution. It is featured by extraordinary processing control, storage, data access, and line unclear between physical, digital and biological space. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Get onboard with innovations</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">For constructing a traditional technology corporation, the digital economy generates unprecedented demands for corporate structures and business resources. Its goal is to architect for agility and new business models, empowering employees and customers to innovate at a speed that was unimaginable in earlier generations. This transformation is due to the agile innovations such as machine learning, integrated significant data statistics, hybrid cloud computing, cyber-physical, machine-to-machine systems, etc. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Transforming industries via Microsoft office 365</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The idea of becoming a digital business does not depend solely on technologies or equipment. A modern transformation strategy pays a lot of attention to controlled development, change management criteria, and comprehensive organic digitization that aligns technology with business goals and objectives. Sales, marketing, and human resource leaders, therefore, view technology as a core component of innovating their processes.&nbsp;</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing</span><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;plays a significant role in a company, including transforming the company by managing infrastructure, working equipment, security, and serving in the role of advocating business customers by testing new software products, services, and providing feedback.<br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Empowering employees</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Organizations cannot digitally change completely unless their staff and workers do.&nbsp;</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Microsoft office 365 and digital transformation in manufacturing</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;outstrip the skill level of organizations and the ability of the workforce to become skilled with the new technologies. To meet all the needs of a modern economy, the willingness of the workers to have technical expertise is essential. As a result, many industrialists are now adopting technological education approaches, supplying them with instruction on how virtual devices function and coordinating projects to smooth their introduction to new technologies. <br /></span> <h2><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Re-inventing customer's engagement</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The core focus of</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">implementing</span><strong style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;Microsoft office 365 and digital transformation in manufacturing</span></strong><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;involves not only the running of business operations smoothly or generating valuable products but interacting with customers as well. With the rise of social tools, customers are now more commanding than ever. They can have access to every information related to services or products of industries in seconds. This has forced the industrialists to build a strong relationship with their customers. It includes recurrent online connections and solving their issues.&nbsp;<br /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><img src="https://storage.infowisesolutions.com/images/postimages/amirshingray/Manufacturing-infowise.jpg" alt="Infowise sharepoint industry solutions" width="700" height="450" /><br /></span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">&nbsp;</span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Infowise<br /></span></h2> <em>At Infowise, we serve as a strategic partner, assisting public and private enterprises in their digital transformation endeavours with our scalable, smart, and robust tools, software, and applications. Our product Infowise UltimateForms Power Suite contains more than 15 standalone SharePoint applications developed to give you the power to innovate, automate, and scale up your processes. Our products have been designed for optimum interoperability and seamless integration within SharePoint. Altogether, they constitute the structural foundation for digitization and facilitate your transition to digital transformation.</em> <em>Click </em><em><u><a href="https://www.infowisesolutions.com/ultimate_forms">here</a></u></em> to download Infowise ULTIMATEforms 30-days free trial. Simple process. After you've installed Infowise UF, go ahead and create an unlimited number of Business Process Applications. Or even better, do you want to start with a ready template? Great<a href="https://www.infowisesolutions.com/solutions">, click here and download</a> the ready-to-use template from our vast business process solution library, re-purpose to service your needs. <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true"><br /><br /></span>https://www.infowisesolutions.com/blog/implementing-a-successful-digital-transformation-in-manufacturingiwcol-microsoft-office-365Amir ShingrayWednesday, November 13, 2019https://www.infowisesolutions.com/blog/implementing-a-successful-digital-transformation-in-manufacturingiwcol-microsoft-office-365 How I quickly built a Customer Onboarding (Account Creation) Solution for a Bank using Infowise Ultimate forms<h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Is it easy to build a Customer Onboarding (Account Creation) Solution for a Bank using Infowise Ultimate forms?&nbsp;</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Dear Readers, it's almost a month and a half I have used Infowise Ultimate Forms, and I must say I love the convenience of having everything in one place. I can open up my Infowise Portal, right from my SharePoint, and create forms and processes easily and quickly.<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Life without Infowise Ultimate Forms</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Assume I was working without Infowise Ultimate Forms; I would need Power Apps or SharePoint Designer to create and update my form design and add the company logo and branding. Sometimes it would also be necessary to add bits and pieces to make responsive web pages. By responsive webpage, I mean an application that works well with all different kinds of devices.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">We would also need SharePoint Designer Workflows or Workflows created by using Flows to make sure that the processes work well so that if there is an approval necessary, one would need to add items and create the structure.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Let's discuss the possible scenarios using an example, say Customer Onboarding in a Bank.<br /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer Onboarding: How does an account creation work in a bank?</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">The process of customer onboarding begins with the request to open an account. Say an individual wants to open a bank account. He will either call or visit the branch. He then needs to fill-up the form and submits it to the bank. He also needs to provide a set of documents, commonly known as KYC or Know Your Customer Documents.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Once the bank receives all the documents, a team of Legal and Compliance officers checks all the information that has been provided by the customer.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">If all the information is found current, a new account is created for the customer.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">This the first step when a customer gets introduced to the banking service for any bank. It's is very important to have this process streamlined. If the customer is happy with the service, it will not only ensure his loyalty, but he might also recommend other people, thereby increasing profitability for the bank.&nbsp;</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">However, this is a very lengthy process and has multiple levels of checks and approvals by Legal and Compliance teams for the information provided.&nbsp;<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Bank-Onboarding-33.jpg" alt="Infowise-SharePoint-Ope-Account" width="700" height="124" /><br /></span> <h2 style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">Customer Onboarding: Forms and Process in a Bank</span></h2> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To create a Customer onboarding process, one of the most important things is to create a form, which will have all the information about the customer. Traditional consists of an innumerable number of fields and options. All information like the type of account, Branch details, Nominee information all gets stored here.</span> <p style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;"><span style="color: #1c1e29; background: transparent; margin-top: 0pt; margin-bottom: 0pt;" data-preserver-spaces="true">To create a form, with a large number of fields as the customer onboarding form, it is necessary to make sure that the form is interactive.<br /><br /><img src="https://storage.infowisesolutions.com/images/postimages/debolinadasgupta/Infowise-Bank-Onboarding-022.jpg" alt="Infowise-SharePoint-Banking" width="472" height="742" /><br /><br /></span> <p style="color: #1c1e29; background: transparent;