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<p class="MsoNormal">Thoughts on this? The first one is already covered I feel by the “upload a new version” slide. The second one you can change which version is the preferred version, but is that more advanced than we want to get into here? I’m not sure what
the third one is talking about with “order”. It feels a bit wrapped in with the second point. I’d bring this up in the pansophy meeting, but Anne is just a few doors down.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Allen<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> E. Anne McEwen <mcewen@jlab.org> <br>
<b>Sent:</b> Tuesday, March 14, 2023 2:11 PM<br>
<b>To:</b> Allen Samuels <samuels@jlab.org><br>
<b>Cc:</b> pansophy <pansophy@jlab.org><br>
<b>Subject:</b> RE: Docushare Training - Basics of Upload and Approval Process<o:p></o:p></p>
</div>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">A few suggestions on how to improve on the Docushare Training slides
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="color:#1F497D;margin-left:0in;mso-list:l0 level1 lfo2">
You may want to add how to update documents , examples calibration register ( or other registers where users need to do this ) Production schedule is another example of a register that must be down loaded, & uploaded multiple times a day (although Kirk may
prefer to limit the number of people trying to do this due to the number of errors that have been made)
<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo2"><span style="color:#1F497D">How to avoid pit falls such as saving the wrong document – and if you do save the wrong documents how to find the previous version so you can recover The
last time this happened , in part due to various people being away, it was 6 hours before we found someone who knew how to do this
</span><o:p></o:p></li><li class="MsoListParagraph" style="color:#1F497D;margin-left:0in;mso-list:l0 level1 lfo2">
Other things I have noticed is where docueshare changes the order based on whoever uploaded a documents last. (this has cased problems where as an example the safety list has been uploaded instead of the production schedule etc. )<o:p></o:p></li></ul>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">These are just a few ideas - I am sure there are lots of other examples that myself & others have yet to discover
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Best wishes <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Anne <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Allen Samuels <<a href="mailto:samuels@jlab.org">samuels@jlab.org</a>>
<br>
<b>Sent:</b> Tuesday, March 14, 2023 11:13 AM<br>
<b>To:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>><br>
<b>Cc:</b> pansophy <<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>><br>
<b>Subject:</b> RE: Docushare Training - Basics of Upload and Approval Process<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Anne,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">That is the pansophy home page. I was referring to the help page. You can find it by going to the dropdown main menu, or using the hyperlink in the previous email.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Allen<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>>
<br>
<b>Sent:</b> Tuesday, March 14, 2023 11:10 AM<br>
<b>To:</b> Allen Samuels <<a href="mailto:samuels@jlab.org">samuels@jlab.org</a>><br>
<b>Subject:</b> RE: Docushare Training - Basics of Upload and Approval Process<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Hi Allen – where is the user guides found ?
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="1878" height="1043" style="width:19.5625in;height:10.8645in" id="Picture_x0020_1" src="cid:image001.png@01D9567E.C60D9FF0"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Allen Samuels <<a href="mailto:samuels@jlab.org">samuels@jlab.org</a>>
<br>
<b>Sent:</b> Tuesday, March 14, 2023 11:04 AM<br>
<b>To:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>><br>
<b>Subject:</b> RE: Docushare Training - Basics of Upload and Approval Process<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Anne,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">All our trainings are added to the <a href="https://pansophy.jlab.org/pansophy/Help/help.cfm">
Pansophy help page</a>. The docushare training slides are under the user guides column.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Allen<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>>
<br>
<b>Sent:</b> Tuesday, March 14, 2023 11:01 AM<br>
<b>To:</b> Allen Samuels <<a href="mailto:samuels@jlab.org">samuels@jlab.org</a>><br>
<b>Subject:</b> FW: Docushare Training - Basics of Upload and Approval Process<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Hi Allen <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Can you tell me where I would find these slides , or can you send them to me
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Thanks Anne <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Valerie Bookwalter <<a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a>>
<br>
<b>Sent:</b> Thursday, January 26, 2023 11:44 AM<br>
<b>To:</b> SRFOPS Staff <<a href="mailto:srfops-staff@jlab.org">srfops-staff@jlab.org</a>><br>
<b>Subject:</b> Docushare Training - Basics of Upload and Approval Process<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">All are welcome to attend…<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">We will be doing a training class on the use of Docushare. This is intended both as a refresher and as a training for people who have not previously used Docushare. In light of the new Competence Acknowledgement Forms and their approval
process, it is imperative that everyone know the basics of docushare and how to approve documents routed to them. Please forward this meeting to anyone in your group who you feel would benefit from this training.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Allen Samuels<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Valerie Bookwalter<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Jefferson Lab, ACCEL<o:p></o:p></span></p>
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