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User manual SharePoint integrated in AIN

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The core function of SharePoint in AIN is to enable saving documents with the AIN tab Documents directly in SharePoint in a format that is easier accessible . The SharePoint key documents functionalities remain unchanged in AIN. For the time being, sync offline folder in AIN is only available for modules Projects and Assignments by using the sync button. Which documents to store in which default folder is listed in Appendix 1.

 

Where can I find the integrated SharePoint folder in AIN?

There is a new tab called Documents in the modules Persons, Organisations, Projects and Advisory services. Within these modules you can find the tab Documents.

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Module Persons

In module Persons you will find all relevant documentation in one central view which is in the new tab Documents. First step is to search for the persons name, then click on tab Documents:

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Here within the Documents tab, you will see default SharePoint folders where you can store and work in your documents as you are accustomed to in SharePoint:

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Default folders in module Persons are: General – Travel - AgriPool

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Default folders of an Expert in module Persons are: General – Travel – AgriPool – Curriculum – Intake – Language Assessment – Evaluation

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Module Organisations

In module Organisations you will find all relevant documentation at one central view, which is in the new tab Documents. First step is to search for the organisation, then click on tab Documents:

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Within the Documents tab you will find default SharePoint folders where you can store and work in your documents as you are accustomed to in SharePoint.  The default folders in module Organisatons are: General – Formal documents – Profiling – Travel – AgriPool - Evaluation

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MBO folders in Organisations are: General – Formal documents – Audited Financial Statement – Profiling – Travel – AgriPool - Evaluation

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Module Projects

In the module Projects you will find all relevant documentation at one central view which is in the new tab Documents. First step is to search for the project, then click on tab Documents:

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Within the Documents tab you will see default SharePoint folders where you can store and work in your documents as you are accustomed to in SharePoint. The default Project folders are: General – Correspondence – Financial – Financing – Reporting

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Module Advisory Services (AV/EV, Missions)

In the module Advisory Services you will find all relevant documentation in one central view, which is in the new tab Documents. First step is to search for the  advisory service, then click on the tab Documents:

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Here within the Documents tab you will see default SharePoint folders where you can store and work in your documents as you are accustomed to in SharePoint.  The default Advisory Services folders are: Preparation – Report – Financial – Travel – AgriPool

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The Advisory Services folders are also visible in the Project they belong to. Within the Project in the tab Documents, you are able to unfold the folder by clicking the downward parentheses:

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Via unfolding a folder you are able to work in the the folder-list and also in the related Assignment Service of the project:

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SharePoint key functionalities in AIN Documents 

Document functionalities in AIN remain the same as the current known SharePoint key functionalities.

Upload of document files

Select the folder you where you want to upload your document. Click on the + icon on the command bar. The document will be uploaded. Note: upload speed depends on the quality of the internet connection.

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Open & edit document

Select the document you want to work on or that you want to edit. The document will open and is editable in Office Online.

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Sharing a document

Select the document you want to share and click on the icon share  mceclip18.png on the command bar, and enter the names of the people you want to share it with. Then click on CONFIRM button

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Renaming a document

Select the document you want to rename and click on the 3 dots mceclip21.png icon. Then select Rename on the command bar. In the Rename dialog box, type the new name into the field, and then click CONFRIM:

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Deleting/removing a document

Select the document you want to remove. Click 3 dotsmceclip24.png icon and select the bin icon on the command bar to remove the document. In the remove confirmation dialog box, click CONFIRM

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Copying a link

Select the document you want to copy the link. Click 3 dots   mceclip28.png  icon and select Copy link on the command bar. The link is automatically copied to your clipboard. Paste the link (Ctrl+V) wherever you want, such as a text message, e-mail or on a website.

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To make Project library available offline - Sync project map

OneDrive mceclip30.png must be enabled to use the SharePoint Sync button within AIN. In able to see the sync button, there must be uploaded documents in the default folders of tab Documents.

Click on mceclip34.pngicon which is the sync button. This will shuffle visible from the right:

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Click on Sync Documents:

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When OneDrive sync update disappears, your offline Project document library is available:

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To make Mission library available offline - Sync Advisory Services

OneDrive    mceclip39.png must be enabled to use the SharePoint Sync button within AIN. In able to see the sync button, there must be uploaded documents in the default folders of tab Documents of Advisory Service.

Click on Sync Documents:

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OneDrive updates the syncing process:  

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When OneDrive update disappears, your offline Advisory Service document library is available:

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Appendix 1. Which documents to put in which folder map?

Folder map of Organisations

General

 

 

 

 

Formal documents

 

 

Proof of legal personality/certificate of registration, By-laws, Audited Reports, Business Plans, Strategic Plans

Profiling

 

 

 

Scoping and company assessment reports, Health checks

Travel

 

 

 

 

AgriPool

 

 

 

 

Evaluation

 

 

 

 

Folder map MBO folder in Organisation

General

 

 

 

 

Formal documents

 

 

Proof of legal personality, Certificate of registration, By-laws,  Business Plans, Strategic Plans

Audited Financial Statement

 

Audited Reports with year, KPI schedule, Analyse audit

Profiling

 

 

 

Scoping and company assessment reports, Health checks

Travel

 

 

 

 

AgriPool

 

 

 

 

Evaluation

 

 

 

 

Folder map of Projects

General

 

 

 

Action plan, other information

Correspondence

 

 

End of project Letter, letters  / emails send to the client

Financial

 

 

 

copy of bank transfers, copy of bank statements from clients

Financing

 

 

project contracts and annexes per year, bank form, signed project contract

Reporting

 

 

Year-end Project Audited Action plan, signed annex 1 and 2, financial report checked by analist, reporting memo

 

Folder map of Advisory Services

Preparation

 

ToR, HFF, RAF, request form assignment / event

Report

 

Assignment report

Financial

 

Mission expense form , budget, transfer invoice, proof of payments, final Invoices

Travel

 

Contracts, tickets

Agripool

 

CV expert, evaluation form

 

 

For any AIN questions, support or live demo of SharePoint in AIN please sent a mail to: support@agro-info.net

 

 

 

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