This is a one page schedule template that you can use to plan your one day event. Some examples of one day events are seminar, training, public lecture, concert, etc. Because this is a plain template, you should personalize it to make it more attractive. You can change the border styles, enlarge some important words, differentiate some font styles, put pictures etc. If you use this template as part of multi-day events, make sure that you put date and day names on top of the table to prevent any duplicates when you sort it out. There are two templates you can choose and download. In the first template, you can add events based on fixed period of time. It is more suitable for training or lecture event. In the second template, you can write your event in description column, put additional information in speaker/notes column (you can change the column title), and put the period of each event in period column. This one is more flexible for seminar, or other non fixed time events. (38.5 KiB, 3,279 hits) (35.0 KiB, 2,595 hits). Hi, I've downloaded this template: Once downloaded and open in Word (I'm using Word 2011. The calendar template in Visio includes shapes for. Add or change a single-day or multi-day event. From Calendar. Microsoft in education; Office for. A schedule is important for every aspect of your life. It not only helps you manage your time, it can also reduce stress, help you evaluate progress as you work, and prepare you for the unexpected. From organizing your to-do list to planning an event, a schedule will keep you on track and make sure you never miss a thing. Using a template is the easiest way to make a schedule. In this article, you’ll find the best daily, weekly, and monthly schedule templates in Excel. We’ll give you step-by-step instructions for finding the best schedule template for your needs and tell you how to customize these Excel templates. Or you can use a schedule template in Smartsheet, a spreadsheet-inspired work management tool that makes schedules quicker than Excel, with more formatting and collaboration options. Which Schedule Template to Use? Once you decide on a daily, weekly, or monthly template, you then need to choose a layout, duration type (do you want Monday-Friday or Sunday-Saturday?), the sharing capabilities, and printing options. With all these factors to consider, it can be difficult to know which schedule template to use. Here are some things to consider as you’re searching for a schedule template: 1. What is your timeframe or duration? You first need to figure out if you need a daily, weekly, or monthly template. The daily schedule is the only template that has duration in hours (with 30 minute increments), the weekly schedule’s duration is broken up into morning, afternoon, and evening, and the monthly template has the least amount of granularity, with duration in days. The events, tasks, or projects that you need to track on the schedule will dictate what kind of template you need. If you need to organize to-dos or appointments, the daily schedule will work the best. If you need to track longer term tasks or repeating events, consider a template that spans more time. How many people will be using it? Think about who you need to share your schedule with. Is this a personal document that you will to track your own tasks and to-dos? Is this a family housekeeping/chore schedule that you need to print out and tape on the fridge or email to your spouse and children? Or, will you be using this schedule at work, collaborating and editing it with colleagues and external collaborators? As a general tip, if you need to share your schedule with more than one person, you should look for an online version of the template so you can share, collaborate, and edit it in real time. If it will be a personal schedule, then make sure you have robust customization and printing capabilities to make sure it fits all your needs. How many events or projects need to be tracked? While you can choose the level of granularity in duration of your schedule, you also need to identify the level of detail you need to add to your template and the number of items you want to include. To get a sense of the complexity of your events or projects, jot down one or two items you anticipate adding to your schedule. Write down all the details you need to include (item name, item details, assigned to, due date, location, contact information, etc). This exercise will give you a sense of the amount of space you need on your schedule. If you are sticking with a high-level view of the details, you could use the monthly schedule. If you are tracking multiple tasks per day, you may want to look at the daily schedule template. In a weekly Excel schedule template, each day is broken up into morning, afternoon, and evening, and you can adjust how much space you would like for each block of the day. Common uses: • College class schedule: Get a high-level view of all your classes for the week with a class schedule. You can quickly fill in their course information, like class name, location, and time, and better manage your time during the week. • Housekeeping/chore schedule: Organize your housekeeping and chore list by printing out a weekly schedule template and filling in the task for each day, like vacuuming, sweeping, dusting, etc., and assigning each task. It’s an easy way to see all the housekeeping planned for the week and who is doing what. • Employee shift schedule: Make sure the right people are working at the right times with an employee shift schedule. Assign shifts to each person and indicate their position (manager, cashier, front desk, support, etc). You could even add a column with total weekly hours to track employee workload. • Travel itinerary: Never miss a flight, train, or bus again. Track departure cities, arrival cities, flight numbers, airport locations, hotel reservations and more with a weekly travel itinerary. All your important information will be in one place, keeping you on time and informed. • Project schedule: Coordinate tasks, deliverables, due dates, owners, and more with a project schedule. Ensure your project meets deadlines and manage resource allocation over your workweek. A daily schedule template usually spans Sunday-Saturday and includes duration in hours, with 30 minute increments. This kind of schedule will give you the most granular level of detail, letting you track even the smallest tasks during the day. Common uses: • Personal appointment/meeting planner: Manage all your personal appointments and meetings on a daily, hour-by-hour basis. Print out the daily schedule and put it in your purse, bag, or wallet so it’s always accessible. Or, even better, access it on your phone so you can easily add, delete, or edit items. • To-do list planner: Instead of writing all your to-do items in a never-ending list, break them out and distribute them during the week so you know exactly what you have to achieve each day. Organize your to-dos by time of day and cross them out when you’ve completed each one. • Baby feeding schedule: Record the exact times you nurse throughout the day to make sure you’re sticking with the appropriate feeding schedule. You can also track how long you nurse for and the number of total feeds per day. A monthly schedule template provides a high-level view of the entire month. Each of the 12 months in 2016 are typically a different tab in the Excel file. Common uses: • Seasonal maintenance: Remind yourself to change your HVAC filters, clean the gutters, winterize the air conditioning system and more with a monthly seasonal maintenance schedule. Add all the items you need to track at the beginning of the calendar year and display the schedule in your garage or on the fridge. • Monthly menu planner: Plan out your meals for the entire month with a menu planner. Include breakfast, lunch, dinner and snack ideas for each calendar day and print out the planner when you go grocery shopping for a ready-made list. • Event planning schedule: Use a monthly event planning schedule to coordinate the hundreds of activities and tasks that need to happen before the big day. Add due dates and owners to ensure you meet deadlines. How to Customize Your Excel Template It’s easy to customize your daily, weekly, or monthly schedule template in Excel. You can color-code certain items, like appointments or birthdays, or change font size and type. You can even add a logo to the calendar if you’re using it for work or with clients. Format Fonts • To change the font size of the headers, first highlight all the headers. In the Home tab, you can format the font type and size. • To format the date or time markers, highlight the entire column or all the date boxes. In the Home tab, you can adjust the font type and size. Add a Photo Customize your schedule by adding images, like your company logo. • In the Insert tab, click Pictures. Upload the picture you would like to use. • The image will be added to your spreadsheet and you can drag it anywhere in the sheet. If you would like to add your logo or picture to the top of the schedule, you may need to add extra space so the image can fit. • Right-click the first row of the whole spreadsheet and select Insert. • Click Entire Row. • Repeat depending on how many extra rows you’d like. • To make the background of the new rows white, highlight the new rows, click the paint bucket icon, and select white. • To remove the grid line above the title row, select the title row, click the grid icon, and click the options with the removed gridlines. Now you have extra white space to drag your image to the top. Printable vs Online Schedule Templates In addition to finding the best schedule template for your needs, you’ll also have to think about printing and online collaboration capabilities. Many people print out their schedules and put them on a fridge or wall. Or, for schedules like the to-do list planner or personal appointment/meeting planner, some put them in their purse or wallet for easy access. While it can be helpful to print out and display the schedule for everyone to see, a paper calendar can actually make your life more chaotic and disorganized. If you forget or misplace the schedule, you have to start over from scratch. If someone wants to edit or add something, you won’t know who did it, unless you can recognize their handwriting. And, with limited space, your calendar can quickly get cluttered and messy with multiple edits and additions. To have guaranteed, 24/7 access to your schedule, look for a cloud-based, collaborative solution. You want to be able to view and edit your schedule wherever you are, on a smartphone or on a desktop. And, you’ll save a ton of paper by moving your schedule online. If you are sharing your calendar with multiple people, an online tool will streamline communication and changes. You can track edits and control permission levels, choosing whether someone is a viewer, editor, or admin. And, many online tools have collaboration features to bring your schedule to the next level. You can have comments directly in the tool, set reminders or notifications, switch between a normal view, a Gantt view, or a calendar view, or add attachments. Create Easier, Collaborative Schedules with Smartsheet Smartsheet is a spreadsheet-inspired work management tool with robust collaboration and communication features. With dozens of pre-built templates and sharing capabilities, Smartsheet is perfect for simple to-do list planners or more complex project schedules. And it’s easy to customize the templates -- simply right-click on any column to rename the column headers and double-click on any cell to add your own information. You can also change the colors, fonts, and switch between grid view, Gantt view, or calendar view. Here are 14 schedule templates in Smartsheet. These weekly schedule templates span the entire week, from Monday-Sunday. Many of the templates use hierarchy to organize information, with collapsible rows so you can hide or display certain dates or tasks. All these templates highlight Smartsheet’s collaboration features. For example, in the weekly class schedule, you can color-code your courses so you can quickly visualize your schedule for the week. In the meal planner template, you can easily attach links to your favorite recipes for easy access. And, in the house cleaning schedule, you can assign chores to certain people to hold your family accountable. These monthly schedules include every month of the year for 2017, and you can adjust how much space you want to designate for each month by adding or delete rows. If you want to change any of the dates in the schedule (like if you need to change the year), simply enter the first couples date by hand, then select these cells and drag the bottom right-hand corner all the way down to autofill the rest. Have comments directly in the project schedule template to unclog your inbox, automatically create dynamic Gantt charts, and use symbols to quickly convey status, priority, and progress. Our lives are busier than ever and it can be hard to keep track of everything. From juggling to-do lists, appointments, meetings, deadlines, and more, we could all use a central location to organize our personal and professional lives. Schedules are an important part of keeping everything organized. You can do a lot with a schedule -- use them to organize events, house cleaning, travel, and work shifts. When looking for a schedule, make sure to pick a template with pre-formatting and easy editing features, as well as extra collaboration features like sharing, comments, symbols, and more. See how easy it can be to make a schedule. Hello and thanks for your question. We have a number of templates available in the solutions center, and it sounds like the best one for your project may be found here: – As you know, all sheets are highly customizable and we're confident that we can help you achieve your desired result. Just let us know how we may be of further assistance! You can always contact us at [email protected] – Thanks! - The Smartsheet Team • Submitted by on Wed, - 06:56. My problem is that, too often, I don't remember an appointment (I'm old, I forget stuff). I am recently retired and spend quite a bit of time every day on the computer. For that reason, I thought a calendar/schedule on the computer would be the smartest way to go. I used to have a calendar that had pop-up reminders. It automatically popped up every time the computer was turned on. It stopped working when the practice of turning off the computer and rebooting every time you wanted to use it ended. What is my best choice? Is there one with pop-up reminders? Lynn Ballantine •.
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If you haven’t yet had to put together a shift schedule for a team of employees, the prospect can seem daunting. However, shift scheduling applications are available that can have you creating complex shift patterns in moments. Even the ubiquitous Microsoft Excel spreadsheet can be pressed into service as an employee scheduling tool. This office application has some handy templates to speed up the initial creation of a work schedule. Just follow this simple guide to create an Microsoft Excel employee shift schedule that you can reuse over and over until you’re ready to invest in a. If you prefer to follow along with an infographic – use our 12 step infographic to build your first shift schedule. 12 Steps to Create a Microsoft Excel Employee Shift Schedule: • Start Microsoft Excel, click on the “File” tab • Select “New.” • Double-click the “Schedules” button on the “Available Templates” screen. • Double-click the “Business schedules” file folder icon. Double-click a schedule template that matches your scheduling needs. • Click into one of the cells populated with a fictitious employees’ name. These cells are typically located in the leftmost column. • Overtype the fictitious name with the name of one of your employees. • Repeat steps 5 and 6 to add each employee to be included on the first day of your schedule. If you don’t need all the rows in the template, right-click the row header of any unwanted row and select “Delete.” To add employees, just right-click a row header, choose “Insert” to add a blank line and then type an employee name in the leftmost column. • If you didn’t add or delete any rows, you can now copy the cells with the employees’ names. Highlight the employee name cells in the next day of the week, right-click and select “Paste,” to replace the fictitious names with those of your actual employees. If you did add or delete some rows, you would need to add or delete corresponding rows in each daily section of the schedule. • On most of the templates supplied in Microsoft Excel, the attendance times run across the top of the schedule grid. You can change the times in these fields if you wish, simply by overtyping the existing times. For example, you may want to use time increments that start at half-past the hour. • Delete all the dummy information in the scheduling cells. To do this, click in a cell that contains data and hit the delete key on your keyboard. To schedule your real employees for work, you can simply type an “X” in each cell the person is required to be at work. For example, to schedule an employee from 9:00am to 12:00pm, type an “X” in each associated cell. The template should already have a formula in place to recognize which of the schedule cells are populated with an “X” (or any other text you choose to enter) and automatically calculate the number of hours in the “Total” or “Daily hours” column. • The template may have the information above the schedule grid that you wish to amend, such as a title and fields for the week start or end date and department name. You can simply change all this information as you wish. • Now click the “File” menu and choose “Save As.” • Type a name for the schedule or just use a week number or start or end date. • Select where to save your new schedule. Finally, click the “Save” button. Still not interested in creating your own excel schedule template? Download a free, customizable and easy-to-edit employee shift planning schedule template in excel format HERE. Now you have a completed, professional-looking schedule that you can email to your employees or print as a hard copy to place on noticeboards. Creating new employee schedules is as easy as copying the original you just created and updating the copy with new details. Check out these free business templates [Downloads]: • – for managing employee work schedules • – for employee time tracking and recordkeeping • – for organizing and managing task lists • – for employee performance tracking and recordkeeping • •. A learning management system (LMS) is a luxury not every organization can afford. Yet maintaining accurate employee training logs is invaluable to your team's growth and development plans. If you’re seeking a low-cost alternative, a simple solution is just a few clicks away within Excel’s robust library of templates, which includes a training log template. We’ll show you where to find it, and get you up to speed so you can begin logging training without breaking a sweat – or the bank! A library of possibilities Solutions to many business needs can be found in Microsoft Office’s template library. Invoices, scripts, budgets – there are literally thousands of helpful tools that are business-ready and designed to make life easier. You could use them right off the shelf. Anyone have a Staffing / Resource template database? You might have it so each employee can report to only one. Microsoft Access; General Excel Discussion. Or, if your company has specific branding standards (mandatory fonts, colors, etc.), they can be formatted to match those guidelines with ease. Start by locating Excel’s training log template: • Update Nov 2017: This template is no longer available in the template library. If you wish to download it. Easy to follow, easy to use Right out of the box, this training log template should cover. Inputs for employee data and training courses are paired with intelligent filters, allowing you to organize information quickly and logically. As is the case with most Microsoft templates, it opens with sample data. Use the examples as a guide for inputting your own employee and course details. Notice the template has three tabs: Training Log This top sheet is your high-level snapshot of your training efforts. Filters are in place to help you manipulate your records as needed. Course List No surprise here. This is where you’ll input all of the courses, seminars, etc. Your organization (or outside sources) provide. Personnel Info Also of little surprise, your employee records are entered and updated here. Wouldn’t it be great if everything in business was so self-explanatory? You can navigate between sheets with the tabs below the work area, as any Excel pro user knows, by clicking them. These same tab labels are displayed in column A. You can opt to click there to move between tabs. Let’s get logging! Now we can add some new data. For this exercise, we’ll assume you’ve identified a need for basic Excel training - like KnowledgeWave’s. Together, let’s add the course and add a new employee, Karen Mead, to the log. She’ll be one of the first employees to take the course. Enter the course Click the Course List tab. Next, click in an open field under the Title column. Proceed to enter the course name Getting Started with Microsoft Excel, an instructor name ( KnowledgeWave works here since it’s an outside vendor), a description of the class, and the course duration. Add a new employee record With the same ease as entering a new course, simply click the Personnel Info tab. Next, click in an open field under the Name column. Proceed to enter the employee’s name, department, and title. We’ll assume Karen aced the class and is well on her way to becoming an Excel guru. We can move to the Training Log tab and record her completion of the course. Log the training Click an open field under Date of Training, and – you guessed it – enter the date. Because you added her to the Personnel Info tab, Karen’s name appears in the drop down menu presented as you click the open cell under Name. The same is true for the Excel class you added earlier. Find Getting Started with Excel in the drop down menu. The Instructor field automatically populates based on the record you entered previously. Then, all that’s left to do is select if the course was taken, Karen’s performance outcome, and any comments you wish to add. Notice, too, that you can use this tab to log future trainings not yet completed. You might also like. Slice through the records quickly As the log grows, you’ll want an easy way to sift through the data. Excel’s training log comes equipped with slicers to make quick work of data mining. As is, the template provides filters for employee name, course name, instructor, and completion status with just a few clicks. Choose to slice your data with the filters above the logging area or by clicking the filter buttons next to each entry field’s title. At any time, you’ll have immediate feedback on who’s done what training and what’s left for him/her to do. Consider SharePoint as an alternative Down the road, your organization may outgrow the Excel template and seek another LMS solution. Some businesses who use Office 365 are relying on SharePoint and some added automation to meet their needs. In her, Amber Rasmussen cites SharePoint’s collaborative content management and training project management as just a few of the features that make it an effective LMS solution right out of the box. At KnowledgeWave, we’ve helped businesses make this transition. If you reach a point where a more technical LMS solution – like SharePoint – is needed, about how we might assist. Call 1-800-831-8449 or email to discuss SharePoint services. Excel’s training log is merely a single offering from a lengthy list of solutions available directly from Microsoft. For budget-minded companies with a little Excel know-how, it can be a perfect starting place when a full-fledged LMS is out of reach. With it, you’ll have accurate records of your organization’s ongoing training and development efforts. How to Change a Document’s Template in Word 2016. How to Convert Text to Table in Word 2010. Microsoft Office; Word. Feb 14, 2013 How to Modify a Document Template in Word 2010. Skip navigation Sign in. Creating Accessible Microsoft Word 2010 Documents. • Click the Microsoft Office Button, and then click Open. • Do one of the following: • In Windows Vista: Click Templates, and then double-click the Normal.dotm file to open it. • In Microsoft Windows XP or Microsoft Windows Server 2003: Click Templates next to File name. 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Proposal Outline Template in Word, Google Docs, An Sponsorship proposal template is a form of business documents however proposals can be prepared for variety of purposes in other industries. Proposal Template – Microsoft Word Templates 2 Construction Proposal Template free download. The first step for creating proposal templates is to create documents in Microsoft Word. These documents consist of one style document and multiple component. Many organizations that offer a commodity or service accept Request for Proposal (RFP) documents from their customers. An organization that receives an RFP then creates an RFP response document for the customer that provides the answers to the questions asked in the RFP. An RFP can include requests for information on topics that span a wide range of areas. Some examples are requests for corporate information, pricing quotes, product specifications, and technical details. The odds are slim that a single individual will have the knowledge and expertise to answer all of the questions posed in a complex RFP, requiring the assignment of the different areas of the RFP to different people. A collaborative document editing process that allows multiple people to work simultaneously on their assigned areas is more efficient than a serial editing process and decreases the amount of time required to create an RFP response document, giving an organization a competitive advantage during the bidding process. This article presents an example of an Office Business Application built on the Office platform that supports collaborative creation of an RFP response document. The solution allows a team lead to assemble a virtual team and then assign different regions of an RFP to team members. After making the necessary assignments, the team lead dynamically creates a document workspace from within Microsoft Office Word 2007 that is based on the RFP document. The document workspace makes use of custom workflows in Microsoft Office SharePoint Server 2007 to manage the collaborative editing, review, and reassembly of the final response document. Office Business Application makes use of the following key Microsoft products and technologies: • Microsoft Office Outlook 2007 • Microsoft Office SharePoint Server 2007 • Microsoft Office Word 2007 • Microsoft SDK for Open XML Formats • Windows SharePoint Services 3.0 • Microsoft Visual Studio 2008 • Microsoft Visual Studio Tools for the Microsoft Office system (3.0) Scenario Overview. RFP document management Word add-in Because the document is not yet a managed RFP response document, the add-in displays the Team Lead RFP Activities group on the custom Ribbon. The buttons in the group allow the team lead to assemble a virtual team, assign sections of the document, display a custom task pane, and start the collaborative editing process. After reading over the RFP, the team lead can identify the people on his sales team he would like to assign document sections. The team lead clicks Create RFP V-Team ribbon button, which displays a form. Create RFP V-Team form The RFP Document Management add-in includes a configuration file that contains a setting for the top-level SharePoint site that the RFP document workspace sites are created under. The Create RFP V-Team form uses this information to get the list of SharePoint groups defined on the site. In this example, the team lead's sales team members are in the group named Sales Team 1. The team lead selects the group in the Available Groups tree, which causes the Group Members list to display the groups members. Double-clicking a group member adds them to the virtual team members list. Double-clicking a member in the virtual team members list removes them from the virtual team. After the team lead adds the desired members to the virtual team, they click OK to close the form. After the team lead assembles his virtual team, next he assigns sections of the RFP document. To manage the current assignments, he clicks RFP Task Pane to display the Team Lead RFP Task Pane. Create RFP workspace form When the team lead clicks OK, the add-in calls a custom Web service to dynamically create a SharePoint document workspace site based on a custom template. It creates subdocuments for each team member who is assigned document sections. It locks the entire document and inserts a rich text content control below a team member's assigned section to allow the team member to focus on just their assignments. When ready, the subdocument is uploaded to the document workspace. Then, the add-in then adds content controls to the original RFP document. The content controls are part of the document review process. The add-in saves the RFP document to a document library on the document workspace. List Description Response Document A document library that contains the final version of the RFP response document. Master Document A document library that contains the master RFP document with markup added to track assignments and support the editing review process. A custom state machine workflow in Office SharePoint Server 2007, named RFPMasterDocumentWorkflow, is associated with items in this library and manages the overall response document review and editing process. Assigned Documents A document library that contains documents that are assigned to team members for editing and to the team lead for reviewing. A custom sequential workflow in Office SharePoint Server 2007, named RFPSubDocumentWorkflow, is associated with items in this library and manages the editing of a single assigned document. Tasks A task list that contains the tasks associated with editing and reviewing the documents in the Assigned Documents library. The following figure shows the RFP document workspace in its initial state. RFP document workspace initial state When the add-in uploads the RFP master document and subdocuments to the site, the associated workflows start automatically on item creation. The subdocument workflow creates the task associated with an assigned document. Then, it sends an e-mail to the task owner, and notifies the master document workflow when the task completes. The master document workflow generates a proposed response document from the current versions of the subdocuments. It sends it for review to the team lead. It also generates the final response document when the proposed response document is finally approved. The master document workflow is a state machine workflow. It supports the ability of the team lead to reject a proposed response document. When a document is rejected, the editing process restarts with new subdocuments created for the rejected sections. The master document workflow manipulates Word documents on the server using objects based on the Open XML formats. For more information, see. When the team lead assigns a team member to a related task, the team member receives an e-mail alert containing a link to her assigned document. Team Member RFP task pane Using the custom task panes, team members can perform keyword searches across the Internet and enterprise data. The internet searching functionality uses the. The enterprise data search uses the Service to perform scoped searches across a custom SharePoint list that contains archived questions and answers from previous RFPs. The list is located on the parent site of the RFP document workspace site. The team member enters keywords, selects the domains to search across, and clicks Search. A substring of each search result is displayed in the Results tree. Clicking a result displays the full result in the Full Answer text box. The full question is displayed in the Full Question text box if the result came from the list on the parent site that contains archived RFP questions and answers. The Live Search Web Service returns a limited description of a result. The team member can press CONTROL and then click on a search result node to navigate to the original source of the result. If the user sees a search result that she wants to use, she can select the result and then click Insert Answer on the task pane to insert the full answer text into the document at the current insertion point. Marking a task as completed The RFP subdocument workflow instance that is associated with the subdocument refreshes when a user sets a task to complete. When this occurs, the workflow notifies the RFP master document workflow. If there are still incomplete subdocuments, the RFP master document continues to wait. After all subdocument tasks are set to complete, the RFP master workflow assembles a proposed RFP response document from the subdocuments. It copies the proposed document to the Assigned Documents document library causing an instance of the RFP subdocument workflow to start for the item. The subdocument workflow creates a new task for the team lead and sends an e-mail alert containing a link to the proposed document. Reviewing proposed response document The team lead reviews the response document, adding comments and approving or rejecting sections. He saves the document and then click Edit this task. The associated task item in the SharePoint list opens and he can update the status as appropriate. Setting the task item to complete indicates to the subdocument workflow the new status. The subdocument workflow notifies the RFP master document workflow. The RFP master document workflow processes the proposed document to determine the approval status. If any of the assigned regions were rejected, the master document workflow assembles subdocuments for the rejected sections, saves the subdocuments to the Assigned Documents document library, sends new e-mail alerts to the team members, and waits for all subdocument tasks to complete. The entire subdocument workflow repeats until the team lead approves all assigned regions in the proposed document. After reaching approval, the master document workflow generates the final document from the proposed response document. It adds an archive copy of each question and answer pair to the custom SharePoint archive list. It also saves the final document to the Response Document library, and sends an e-mail to the team lead. The team lead clicks the link to the document to view the RFP response document. The document shows the final approved content as provided by each team member. The team lead clicks the custom RFP Document Management Ribbon. The RFP document management add-in determines that this is an approved response document and so displays the Team Lead RFP Activities group with the RFP management startup related buttons disabled. The team lead selects Finalize Response Document and reviews the document. At this time, he can remove any remaining internal markup. The team lead can then send the document to the customer. The RFP Document Management add-in was created using Microsoft Visual Studio Tools for the Microsoft Office system (3.0). While the add-in is an application-level add-in, it maintains state on a per document basis, allowing it to track and display the section assignments for the associated document. The add-in also performs document type and state checking. This enables it to display the correct Ribbon group and button states depending on the active document. The add-in makes use of the RFP Web service to create a document workspace from a custom site template. For more information, see. Deploying the RFP Document Management Add-In. By default, Windows SharePoint Services 3.0 provides numerous Web services, such as the. The Document Workspace Web service supports dynamic creation of sites but is limited to using the standard document workspace site template. The Sales Proposal Document Management solution requires additional document libraries and associated workflows that are not part of the standard document workspace site template. The custom RFP Web service allows the RFP Document Management add-in to create sites dynamically based on a custom site template. Implementing the RFP Web Service. The RFP Web service uses the Microsoft.SharePoint.SPContext class to determine the correct site collection to create an RFP document workspace site under the top-level SharePoint site. The Web service must be running in the context of a Microsoft SharePoint Products and Technologies deployment to do this. Deploying a Web service to run in context of Office SharePoint Server 2007 requires creating and deploying static discovery and WSDL files. For more information about creating and deploying a custom Web service to Office SharePoint Server 2007, see. Key Sample Files. The Sales Proposal Document Management solution uses two custom workflows in Office SharePoint Server 2007, named RFPMasterDocumentWorkflow and RFPSubDocumentWorkflow. The workflows handle the assignment of tasks and document manipulation required to generate an RFP response document collaboratively. The workflows communicate by using custom document library metadata. The Master Document library defines a custom DateTime column named RFP Sub-Document Edit Completed that the subdocument workflow updates when a subdocument editing task is completed. The update of the metadata notifies the master document workflow that all subdocument tasks are complete and that the team lead finished reviewing the proposed response document. The Assigned Documents library defines a custom Boolean column named Submitted for Review. The master document workflow uses this metadata to determine if there are any incomplete subdocuments. The subdocument workflow uses this metadata to determine if it should execute for a given document. The subdocument workflow sets the value of the Submitted for Review column when the user sets the subdocument editing task to complete. Implementing Custom Workflows in Office SharePoint Server 2007. RFP Master Document Workflow States RFP Sub-Document Workflow The RFP subdocument workflow is a sequential workflow in Office SharePoint Server 2007 that manages the editing of documents in the Assigned Documents library. On activation, the workflow verifies that the associated document is submitted for review by checking the value of the custom Submitted for Review library column. If the document is not submitted for review, the workflow creates a task for the document owner and then waits for the task to be set to complete. Upon a change to the metadata, the workflow verifies the value is set to complete. If it was not, it continues to wait. If the value is set to complete, the workflow updates the Submitted for Review value and then notifies the RFP master document workflow by updating the value for RFP Sub-Document Edit Complete. The decision to use two separate workflows rather than a single workflow is based on two requirements: • The desire to keep things simple for purposes of illustration. While you can implement the solution as a single complex workflow, doing so makes the final solution more difficult to understand. There are also issues related to the difficulty of creating multiple tasks for multiple users that disappear when you use a single sequential workflow instance for each subdocument. • The subdocument editing process fit the sequential workflow model while the response document creation and review process managed by the master document workflow more closely fit the state machine model. It is true that the current implementation of the master document workflow only has one state change that goes from a later state to an earlier state and that you could implement it as a sequential workflow. However, for extensibility, we felt like a state machine model would more appropriately support additional states such as a more complex review process. The Sales Proposal Document Management Office Business Application presented illustrates using the Microsoft Office system to implement a collaborative document editing system. While complex, the provided solution is intended to be an example of what is possible with the Microsoft Office system rather than an example of a full-fledged collaborative document editing solution. The following sections provide some ideas of how you can extend the current implementation to provide a more complete solution. Extending the Workflow Design. The master document workflow currently supports a basic review process by a single individual, the team lead. You can extend it to support review by multiple individuals, including extending into legal departments that have their own workflow process. You can implement additional states to support digital signature gathering as part of the review process. You can augment the OpenXML document manipulation performed by the master document workflow to support complete scrubbing and finalization of the RFP response document on the server. The archiving of previous RFP questions and answers currently stores only the question and answer text from the RFP document. There is no preserving of any formatting information. You can extend the solution to support archiving of the formatted content as well. Extending the RFP Document Management Add-In. You can add risk analysis functionality to the beginning of the RFP response process, allowing the individual receiving the RFP to use an RFP risk assessment tool to determine whether the RFP is worth pursuing. The risk assessment tool makes use of an Excel worksheet that is published to Excel Services to perform the needed calculations on the server. Only if the risk versus opportunity is deemed acceptable will the RFP response process continue with the assignment to the Business Team Lead. Office Outlook can synchronize items in a SharePoint task list to an Outlook inbox. The Sales Proposal Document Management solution does not currently take advantage of that feature but you can extend it to do so. You can add additional buttons to the custom Office Fluent Ribbon to allow the team lead and team members to submit their assigned document to the correct document library and automatically mark the associated task as completed, removing the requirement that the user go to the SharePoint site. You can extend the enterprise searching functionality to support returning and inserting more than just text. How-To: Compare and Contrast with a Venn Diagram Curriculum Area: English/ Mathematics/ Studies of Society and Environment/ Science Grade Level: Yrs 3 and up Application: Microsoft® Word 2002 or PowerPoint® 2002 Tip: Create a Venn diagram using the new diagramming feature in Word or PowerPoint. Description: A Venn diagram can help your students understand relationships. Try using Venn diagrams to compare and contrast information from any area of your curriculum. For example, what did the early explorers have in common? What were their differences? A Venn diagram can help students see the similarities and differences among people like Captain Cook, Abel Tasman, and Christopher Columbus. How To: • Start Word or PowerPoint 2002 and make sure a new blank document is visible or open a file in which you would like to add a Venn diagram. Venn diagram templates and Venn diagram examples. 2 Set Venn diagram templates; Venn diagram template on different. Creately vs Visio explained using a Venn. • In Word, position the insertion point where you would like the diagram to appear, or, in PowerPoint, view the slide where you would like to put a diagram. • Click the Insert Diagram or Organisation Chart button on the Drawing toolbar. • Select Venn Diagram (second row, second column), and then click OK. A Venn diagram with three overlapping circles will appear. • If necessary, add more circles to your diagram by clicking the Insert Shape button on the Diagram toolbar. • To delete an extra circle, first select the one you want to remove, and then press the DELETE key on your keyboard. • Click each Click to add text area, and then type a label or title for each circle. • To type text inside of a circle or an area where circles overlap, first create a text box, and then type inside the text box. (The Text Box tool can be found on the Drawing toolbar.) Resize and format the text box as needed so the text is easy to read. You might need to remove the fill colour and line colour so that the text inside the circle can be read. • You can resize a circle or a text box within the Venn diagram by dragging from a resizing handle (the hollow circle along the outside of an object). If the resizing handles don't appear, on the Diagram toolbar, click the Layout button, and then click AutoLayout. • Change the colour of a circle in the diagram by double-clicking it, and then selecting a new Fill colour from the Format AutoShape dialog box. Explore different Transparency percentages, too, if you want the circles behind this circle to be more or less visible. • When you are all finished, click above or below your Venn diagram. You can now continue working on your document. © 2003 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Press, FrontPage, Access, Outlook, PowerPoint, Visio and Windows Media, MapPoint, SharePoint are registered trademarks of Microsoft Corporation in the United States and/or other countries. Word Templates and Cornell Note Taking It amazes me how much school has changed since I graduated. One change is the Cornell Notes method. Looking for a Cornell Notes template to take notes in college? We've found nine MS Word templates that are free to download. And, we've also included five PowerPoint. Looking for a Cornell Notes template to take notes in college? We’ve found nine MS Word templates that are free to download. And, we’ve also included five PowerPoint templates as there is a demand for these as well. Why Use Cornell Notes? How do you take notes in class? One note-taking system is called The Cornell System. This was developed by Walter Pauk, emeritus, at Cornell University. To use it, you need a notebook as this let’s you enter handouts, rearrange, or remove notes. 7 Cornell Notes MS Word Templates I’ve found the following free templates on the web. All are free and are in.doc or.dot format. • • • • • • • • • 5 Cornell Notes MS PowerPoint Templates • • • • • Conclusion I hope that helps. If you have any problems using these templates, let me know. Cornell note is quite a powerful writing system. It has been there since the late 1990s and the best thing is that it is still in use to this very day. The goal of this system was and is to help students to structure their quite well. The developer of the system hoped that this one would help students understand the main concepts of their reading, making those concepts easy to grab as well as easy to follow along during studies. Cornell Note Taking System Template Free Download literacyworldwide.org. Cornell Note Templates have become the most popularly used tools in thousands of learning environments. That they are able to help students get more from the course in question is a great indication that the templates are indeed powerful single most valuable tools to use for studies. You can download a free cornell note template today (you never have to create one from scratch) and enjoy the benefits of clear information division, concept summary as well as context simplicity. When you are able to summarize a lot o information into a small portion, perhaps a single page, it becomes easy to understand what you are reading. Cornell Note Templates are the best tools for students who are about to sit for their test, hence should be used often. If you have any DMCA issues on this post, please. |
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