basel ii share point presv[1].2

July 2009Ariela Juarez

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.

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

• 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

Basel II SharePoint Structure

Reveleus B2NCR FIGARO GWM LEA

GCBC Change Mgmt STARCOE

Basel II Homepage

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

Basel II sub-site Organization and Structure

B2NCR

Homepage Documents Calendar and Contacts

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)

http://www.wildwestvc.com/images/_layout/logo_facebook.jpg

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

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

http://www.wildwestvc.com/images/_layout/logo_facebook.jpg

Upload documents

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

• Choose Upload Document

Upload Documents continueSingle upload

2. Choose the file to upload

1. Cl ick B row se

Upload continue

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

4. The file is now uploaded in SharePoint

Upload Multiple Documents

1. Click on Upload Multiple Documents

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

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

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

1. Go to new2. Click on New Item


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.


The entry appears in thecalendar and on the Homepage.

Announcements

1. Go to New Item

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

3. Click ok.

• Automatically update the sub page.

Announcements

• Email is sent to the Distribution list.

ContactTo add users or to document titles contact:

Ariela Juarez Email: [email protected]

Include the SOE ID and the application.

mailto:[email protected]

Q&A

Basel II SharePoint Site

basel ii share point presv[1].2

Business

update basel

upload multiple documents

qa basel

introduction basel

sub site upload documents

single upload

calendars monthend calendar

monthend events