basel ii share point presv[1].2

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July 2009Ariela Juarez

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Introduction

• Basel II SharePoint was created to collectively house all the Factory Floor documents/data into a web-based platform.

• The SharePoint site will go live starting August ’09.

• All Basel Ops team (Tampa/Manila) is required to use and maintain the site.• Basel Ops, STAR, Change Management and COE has access to the site.

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ObjectiveFunctions are similar to

Organization and Structure of the Home Page and subsites.

How to ??? Instructions to maintain subsites

1. Upload files2. Update Month-end Calendar3. Send and update Announcements

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• Upload documents• Plan meetings• Manage Month-end Calendars• Link to other SharePoint Sites• Announcements/Handoff

(Tampa/Manila)• Communicate globally • Share with other SharePoint

sites/users.

• Upload pictures/documents• Update Events • Friends• Post comments on each others Wall• Update Profile• Communicate globally • Share with friends

BASEL II SharePoint is easy to maintain and update

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Basel II SharePoint Structure

Reveleus B2NCR FIGARO GWM LEA

GCBC Change Mgmt STARCOE

Basel II Homepage

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Homepage contains the following

Contacts

•Basel Infrastructure•Basel Ops Team

Basel Homepage

Link

•FRO•Green-zone

Calendar

•Conference Line•Basel Ops Vacation

Nancy’s group

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Basel II sub-site Organization and Structure

B2NCR

Homepage Documents Calendar and Contacts

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Basel II subsites Homepage compared to

1. Announcements Is similar to Wall Posts in

• Update events• Such as; pending issues, status and follow-up.• The same format as the current handoff to Tampa/Manila via email.• Teams received announcement via email.

2. Ops Calendar “Event request”– Month-end schedule– New Release

3. Key Contacts such as “Friends”– Ops Lead and back-up (Tampa/Manila)

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Documents Announcements (Handoff Tampa/Manila) Procedures Meeting minutes RCSA/Compliance Issue Tracking Metrics

Contacts and Calendars Month-end calendar

All Data warehouse is organize by the following:

Basel II subsites

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Maintaining Basel II sub site

• Upload documents is easy as uploading pictures in

– Single and Multiple documents– Required Documentation are

• Procedures• Meeting Minutes• RCSA/Compliance• Issue Tracking• Metrics

• Maintaining Month-end Calendar– Updating Month-end events

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Upload documents

To upload documents to Share Point • Click on the document Title • Go to Upload

• Choose Upload Document

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Upload Documents continueSingle upload

2. Choose the file to upload

1. Cl ick B row se

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Upload continue

3. The uploaded file will appear in browse and click ok.

4. The file is now uploaded in SharePoint

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Upload Multiple Documents

1. Click on Upload Multiple Documents

2. Choose the files to upload 3. Click ok.

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Upload Multiple Documents continue

4. A message will appear to confirm the total amount of files to upload

5. Click Yes to proceeded6. Click No to make a correction

7. The files is now uploaded in SharePoint

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Update Month-end Calendar

1. Click to the Data warehouse subsite homepage

2. Choose to open the Calendar either:a. From the Home Pageb. Calendar and Contacts

3. Go to the month to update the calendar for the next reporting cycle.

4. Click on the business day

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1. Go to new2. Click on New Item

Update Month-end Calendar

3. Populate the following fieldsa. Title (BD)b. Start/End Time (if applicable)c. Description (such as feeds, Month-end Run, FRS Ledger Load, etc.)d. All Day Event (if applicablee. Recurrence (if applicable)

4. Once your done click ok.

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Update Month-end Calendar

The entry appears in thecalendar and on the Homepage.

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Announcements

1. Go to New Item

2. Type the required fields:1. Title2. Body3. Attach files (if applicable)4. Spell check

3. Click ok.

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• Automatically update the sub page.

Announcements

• Email is sent to the Distribution list.

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ContactTo add users or to document titles contact:

Ariela Juarez Email: ariela.juarez@citi.com

Include the SOE ID and the application.

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Q&A

Basel II SharePoint Site