Standard Operating Procedures on SharePoint - Ideas?

Hi folks,
I manage operations on the business/service side of a software company. We use SharePoint lists to track a lot of "widgets" that get processed by various team members across the ops organization. These SharePoint lists function like work queues for many
widget-processing teams.
Can anyone shed some light on how they use SharePoint to manage and store Standard Operating Procedure (SOP) documents for processing widgets? I'm looking for ideas that go beyond the plain, simple Document Library where you simply upload a document.
Is anyone using a SharePoint Wiki, HTML, or some other format to document business processes?
Our organization uses Salesforce as well, and Salesforce has a pretty powerful KnowledgeBase tool, but I'd prefer to keep our processors in SharePoint since that is where most of their work lives.
Any insight or ideas that you could provide would be great! Also, does anyone know of any SharePoint user forms that are more geared to business users rather than development?

Hi Ethan,
There is a 3rd party plugin tht will allow you to track reads/assigns documents called docread.
Sounds like its what you might be looking for?
http://www.collaboris.com/products/docread
http://www.collaboris.com/products/docread/screencasts
http://twitter.com/insy09 http://friendfeed.com/insy09 http://zebracube.wordpress.com

Similar Messages

Attaching Standard Operating Procedure (SOP) in Process Order

Hi All,
How "Standard Operating Procedure" sheet attached into each and every process order, and also we have to restrict the release of process order which doesn't have this SOP attachment? Each and every in-house material has SOP with huge characteristic & Parameter data. How come achieve this, what is the best practice/procedure? Is this maintain through PI sheet or any other procedure along with PI sheet? Please suggest.
Thanks

Hi Anupam sharma,
Thanks for your reply. Can we use the document creation (CV01N) functionality without implementing DMS? Our requirement is each and every in-house produced material having SOP sheet which is contain lot of parameters as well as having instruction (long text). We are currently maintain as an excel sheet. We have to attach each file against each material and it should be attached with PI sheet. Let us know the possibility, 2 cases we have planned to try,
1. No input parameter value, all are having static value and instruction (attached with each and every process order as an PI sheet)
2. Need to input value for some of the parameters along with some instruction steps (Long text)
How the below functionality will help us to meet the requirement?
Displaying of Documents From Document Management System - Process Management (PP-PI-PMA) - SAP Library
How to attach a file against each and every material, where these file will stored? Please suggest us with some more information
Thanks

ESX Maintenance Standard Operating Procedures (SOPs)

Do you use SOPs for ESX maintenance? I'm currently compiling some for VIOPS taken from my own experience - I think I've spotted a pattern, you see...
Also, I love the work of the IT Process Institute, Gene Kim (CTO Tripwire) and Kevin Behr (Assemblage Pointe) and others on bringing science to IT... ever heard of the Toyota Production System? Ever heard of an IT version? But I digress (if your interest is piqued - private message me!).
Back to the SOP - do you have one for ESX maintenance? My work so far has found five different triggers:
Swap - e.g. replace failed drive
Patch - e.g. security patch
Upgrade - e.g. minor release like 3.5 U2
Configure - e.g. lock down SSH so you can only access via bastion/jump box
Observation - e.g. to run a vmsupport script
So now I'm thinking that ESX Maintenance isn't an SOP, but a collection of SOPs - and the real SOPs are those five above.
But what does an SOP look like? The most basic example is a list of steps, but that's not enough for me. I want something that brings science to IT and allows for continuous improvement. I want the procedure to be followed rigorously, consistently - and where there is deviation it is because either (a) the process can be improved (improve the process), or (b) the person needs to be improved (improve the person - training).
So for my gold standard of SOP I've thought of the following attributes - and each SOP should fit on one piece of A4 paper
Trigger / Driver - what starts this whole thing, possibly a connection to a preceding SOP?
Input - what information is required to do this job?
RACI - for this procedure, who is Responsible (who does it), Accountable (who supervises?), Consulted (who helps), Informed (who is notified)
Resources - what tools and suchlike are needed for the actions (e.g. the list of changes to make to /etc/ssh/sshd_config
Actions - the unambiguous action to do, down to the most intricate detail - do not summarize, do not leave open to interpretation.
Timing - for each action, like the marks on the Toyota production line that shows in 32s you should be at step 3.
Output - A measurable outcome
So I'm desperately seeking SOPs and people who are interested in this stuff - I believe it's the key to increasing throughput and reliability of change, as do many others... do you?

I'm planning on separating a SOP from an STP - Standard Technical Procedure.
So the SOP will have a list of actions / STPs with how long they should take... example:
1. On the SOP, one action is "logon to host" and it should take 2 minutes
2. The STP is "Use SSH + RSA keyfob to connect to bastion.vmware.com, then SSH from bastion to host with username"
So on the A4 piece of paper, it does not go into n'th degree of the technical procedure, which may, as you say, require screen shots and stuff.
And the A4 suggestion is figurative, because all of this should be online anyway, but keeping it short is my point.
An SOP is equivalent to a project manager's Work Package (Prince2 term?).
Like you say, I'll write up a sample and try and get that looking good with your help (and others?) - then tackle the rest.
I am particularly keen on the time it takes to do an SOP... not just the steps required. How does one limit unplanned yak shaving (to quote John Troyer!).
Your list looks great, and I've seen a similar one in PSO with HTML interactive screens...

Standard Operating Procedure For Cisco Firewall

Hi,
i want to ask it is cisco have a SOP about Firewall because i want to create SOP for my company.

My post above includes a link at the word "here". Sometimes thay can be hard to see in the posts. Here's the link:
http://www.cisco.com/en/US/netsol/ns982/networking_solutions_program_home.html#~bng

Database Standard Operating Procedures documentation

Hi,
I'm looking to standarised Oracle Database processess including planning,configuration,Installation, maintenace etc. by using best practices. Please advice where I can find best practices docu and other standared.
thanks

I would start by looking at Oracle's support and technology network. There are often white papers and similar written about best practices for different features of Oracle.
http://www.oracle.com/technetwork/index.html
or particular for databases
http://www.oracle.com/technetwork/database/features/index-152657.html
finally i go to the search page and type in best practices ???? for what every i want to see best practices on.
http://search.oracle.com/search/search
Here is a very small presentation that I found by googling.
http://www.virtual-dba.com/pdfs/Xtivia_WP_Oracle_Best_Practices_2008.pdf

What are the standard IDOC's available in IDES? where can i see in IDES?

Dear All,
Can any body let me know what are the standard IDOC's available in IDES? What is the path for the same?
Thanks in advance for replies
regards
srikanth

Hi,
IDOCs are intermediatery Documents, we can check for IDOCS using Tcode
WE01 : Create IDOC
WE02 : Display IDOC
WE19 : Reprocess IDOC
etc
Thanks
Kalyan

How to include taxes in the standard pricing procedure

Dear All,
I have configured the Ecc 6.0 version.i have used standard pricing procedure
Rvaa001 as my pricing procedure. i am able to invoice and post the same to the accounts document when i use PR00 condition type.Now i want to include taxes
to sales order.How should i include the taxes.Country is india and the standard
conditions that are given JTX1,JTX2,JTX3,JTX4 are for taxes for india.how i should
include these for my pricing procedure.I also need to include Vat, service tax apart from 50%of gross value tax etc.kindly guide me to include these in my pricing procedures.
Plaese guide me to accopmplish these tasks.
Award points are assured for timely support.
Thanking you
Best Regards,
R.Srinivasan

Instead of RVAA01, try the pricing procedures as under, which will have most tax conditions, as per Indian Environmemt.
JDEPOT     IN:Depot sale with formula
JEXPOR     IN:Export sales with formula
JFACT     IN:Factory sale with formula
JINDEP     IN:Depot sale
JINEXP     IN:Exports
JINFAC     IN:Factory sale
JINSTO     IN:stock transfer
JSTKTR     IN:Stock transfer with formula
Hope this helps you.
Regards,
Rajesh Banka
Reward suitable points.

Standard operating temperature ranges

Where can I find the standard operating temperature ranges?
I download the iStat widget last week and it gives me a list of the temps of different parts of my machine, but I'm not sure when they're running hot versus running cool or normal. I'm not having any problems, just curious.
Thanks

HI,
Try this thread. Temps for MacBook
Carolyn

Purchased film from itunes and want to download to ipad. Getting error message. Attempting to copy to the disk "OS_Install" failed. You do not have enough access priveleges for this operation.. Any ideas?

Purchased film from itunes and want to download to ipad. Getting error message. Attempting to copy to the disk "OS_Install" failed. You do not have enough access priveleges for this operation.. Any ideas?

Purchased film from itunes and want to download to ipad. Getting error message. Attempting to copy to the disk "OS_Install" failed. You do not have enough access priveleges for this operation.. Any ideas?

Whta is the standard pricing procedure in CIN INDIA

i want to take a standard pricing procedure ,so what is the standard pricing procedure in CIN INDIA
i want to include the condition like
<b>base price
maximum retailing price
customer discount
material discount
excise duty
VAT
educational cess
additional cess duty</b>
i want to know what should be the customer pricing procedure
and document pricing procedure

hi,
pl use TAXINN. Remaining as usual.
TAXINJ & TAXINN are Tax Procedures in India. TAXINJ is old version & TAX INN is new version. Both has its own advantage & disadvantage.
Upto 4.6C & partially 4.7 version of SAP, TAXINJ was used. TAXINJ is formula based calculation, in which we maintain the tax rate in Tax Code itself. The implication is that if say we are having product range such that say Excise rate differes for separate chapter ID, VAT, CST & permutation & combination of these, we require that many Tax Codes. For example:
Tax Code: A1
Taxes: 16% Excise Duty + 2% Education Cess + 12% VAT
Tax Code: A2
Taxes: 16% Excise Duty + 2% Education Cess + 8% VAT
Tax Code: A3
Taxes: 12% Excise Duty + 2% Education Cess + 12% VAT
Tax Code: A3
Taxes: 12% Excise Duty + 2% Education Cess + 8% VAT
From 4.7 version onwards of SAP, TAXINN is being recommended & used. TAXINN is more user friendly & condition record based. In TAXINN, Tax Codes are statistical & of not much relevance, but are required to be maintained in condition record for taxes condition type. This makes Tax Codes simpler. The implication is that if say we are having product range such that say Excise rate differes for separate chapter ID, VAT, CST, we need not have the tax codes to that combination. For example:
Tax Code: A1
Can be used for any rate of excise duty, as tax code is only required to be maintained statistically in condition record.
Tax Code: A2
Can be used for any rate of VAT, as tax code is only required to be maintained statistically in condition record.
IMG > Logistics - General > Tax On Goods Movement > India > Basic Settings > Determination of Excise Duty >
Select Tax Calculation Procedure
Use
In this IMG activity, you specify which tax procedure you want to use for determining excise duties and sales taxes on input materials in India.
If you use condition-based excise determination, use a copy of the tax procedure TAXINN.
If you use formula-based excise determination, use a copy of the tax procedure TAXINJ.
This tax procedure also supports condition-based excise determination, so that you can work with both concurrently.
We strongly recommend that new customers use condition-based excise determination. Note that once you have started using a tax procedure, you cannot switch to another one, otherwise you will not be able to display old documents.
Maintain Excise Defaults
Use
In this IMG activity, you define which tax procedure and pricing condition types are used in calculating excise taxes using formula-based excise determination.
Activities
If you use condition-based excise determination, fill out the CVD cond. field and leave all the others blank.
If you use formula-based excise determination, fill out all of the fields as follows:
Enter the tax procedure and the pricing conditions that are relevant for excise tax processing.
Specify the purchasing and sales conditions types used for basic excise duty, additional excise duty, special excise duty, and cess.
Specify the conditions in the sales order that are used for excise rates.
Specify the countervailing duty condition type used for import purchase orders.
Regards,
Rajesh Banka
Reward points if helpful.
Rajesh Banka
Posts: 1,308
Questions: 7
Registered: 11/21/06
Forum points: 1,800
   Re: Taxinn tax procedure settings in SD pricing
Posted: May 6, 2007 11:34 AM    in response to: Sunil Kumar Garg       Reply      E-mail this post
Impact on Pricing Procedure & Condition Record:
Another Important difference between TAXINJ & TAXINN is that in TAXINJ along with formula in Tax Code, you also have to maintain condition record & there are 2 condition types for Basic Excise duty & similarly other excise duties. in one condition you maintain the actual excise duty % & in other you main as 100%, which will be a copy of actual excise duty. But in TAXINN, instead of 2, you require to maintain only one condition type for each excise dity like JEXP for Basic Excise duty & similarly for other excise duties. You require to design pricing procedure accordingly.
source forum thread :
<a href="https://forums.sdn.sap.com/click.jspa?searchID=2814520&messageID=3397693">source thread</a>
thanks.
Sadhu Kishore

I have been sent a secure CD of zip folders but double clicking only comes up with the message unable to unarchive, error 1 - operation not permitted, any ideas please?

I have been sent a secure CD of zip folders but double clicking only comes up with the message unable to unarchive, error 1 - operation not permitted, any ideas please?

First thing coming to mind:
do you double-click on the zip files on the CD ?
Maybe the "unzip" tries to write in-place to the CD which of course is not possible.
Have you tried to copy one of them to your OSX volume/harddisk and thhen double-click the copy ?
Stefan

Suppress standard Tax procedure for tax returned from external tax server

Hi All,
We are facing an issue after implementing the external tax engine called CTE.
In some scenarios, when CTE is returning reverse charge lines, we are passing the same lines into the BAPI for posting.
Ex: We can clearly see that two reverse charge lines (input and output taxes) being returned by CTE.
Now, we pass the tax lines into the BAPI for posting. We get the following:
We can clearly see that apart from the tax lines which have been sent by CTE, we also get two additional lines having +-1000 as amount.
Now, we tried to post the document without passing the tax lines into BAPI and we get,
The additional lines are still there. Thus, I came to the conclusion that these tax lines are being added by SAP standard tax procedure as tax calculation.
Now, since we have already calculated tax using CTE (for some cases specially reverse charge scenario), we do not need SAP standard tax procedure to calculate tax again and add new tax lines to the posted document.
Thus, our main objective is to suppress the standard tax procedure ( like TAXAT, TAXGB, etc) or few of the cases.
We tried to analyze from our end but still could not reach a solution for the same.
Is there any way or any indicator which you can use to suppress the standard tax procedure in case we are using CTE to calculate tax?
Please help.
Regards,
Saurabh.

Hi
You can create and use a new tax code which is applicable only for Delivery charge cases.
Use a new pricing condition type for this Tax .and condition records with access sequence and tax code can be amintianed only for this condition type.
You will have to modify pricing procedure for the same.
Depending on condition records and document inputs the tax values for delivery will get triggered.
You can also put an order reason in Accounting determination access sequence through which on This special sales ,
account determiantion can be changed.
hope this helps
Regards
Mandar

Standard Pricing Procedures not found

Hi Experts,
We have been migrating from ECC4.5 to ECC6.0, Now when i check the Standard Pricing Procedures in SPRO settings in Define Calculation Schema, I am not finding Lot of the default Standard Pricing Procedures which Usually appear in ECC6 of Fresh Installation. Could any one help me is there any Patches or Notes to be applied on that.
Advice your valuable inputs.
Best Regards
Javeed

i think you have to import from the client 000 or 001.
ask your basic consultant to create a user in this client and go to this client ,m/08 ,select the procedures and control data ,create Transport request via menu bar table view -- Transport and save . after that select all the condition types in that procedure and at the top you can see * include in the transport * ,include all selected entries and save .repeat for all the procedures.
goto your actual development client import it via SCC1 transaction
Same way you have to import all the condition types also in M/06

Standard Pricing Procedure Control Options

Hi,
Need to know the use of columns in control tab of the pricing procedure like: counter, From & To with an example.
Say i have 10 - 100 steps ....
In the 50th step i have From as 10 and To as 40......what will happen for the 50 th step condition value....Also, in the 50 th step you have condition type and condition records are maintained.......
Regards

Hi,
Hope the below reply helps you.
Step:
Number that determines the sequence of the conditions with in a procedure.
It indicates the position of the condition type in pricing procedure.
Ex.: 10, 15 etc.
Counter:
System uses the counter to count the steps and also it can be used to count mini steps of same condition types. So that number of steps can be reduced in the pricing procedure and hence enhancing the system performance.
Access number of the conditions with in a step in the pricing procedure.
During automatic pricing, the system takes into account the sequence specified by the counter.
Condition Type:
It represents pricing element in pricing procedure as a base price, discount, freight and tax.
The condition type is used for different functions. In pricing, for example, the condition type lets you differentiate between different kinds of discount; in output determination, between different output types such as order confirmation or delivery note; in batch determination, between different strategy types.
Ex.: PR00 - Price
K004 - Material Discount
K005 - Customer/Material Discount
K007 - Customer Discount.
Description:
System copies description of condition type from its description (V/06).
From and To:
1. From: This can be used as a base to the condition type for calculating further value.
2. From and To: The range between the steps from and to can be used to specify the range between same condition types. So that depending upon the condition type, the system deducts or adds the total value of those condition types from specific common source.
Manual:
This indicator specifies whether the specific condition type can be determined manually during sales order processing.
If we check the box then the entry is going to be manual, if we uncheck it, it is going to be automatic.
For Base Price and Taxes, the entry should be automatic.
For Discounts and Freights, The entry should be manual.
If we check the box, in VA01 when we go to conditions at the header/item level, the condition type will not be listed. If we require we will have to manually enter it.
If we uncheck the box, in VA01 when we go to conditions at the header/item level, the condition type will be listed.
Mandatory:
This indicator specifies that particular condition type is mandatory in the pricing procedure.
If we check the box, then in VA01 at the header/item level in the conditions tab, if we delete the value in the condition type and try to save the document then system will not allow us to do it and throws an error.
If we uncheck the box, then in VA01 at the header/item level in the conditions tab, if we delete the value in the condition type and try to save the document then system will allow us to save it, without giving any error.
Mandatory check box should be checked in condition types which are compulsorily required in pricing procedure. Ex.: PR00, MWST.
If the condition type is checked with mandatory option, then value should be maintained for that condition type, otherwise the system will not allow the user to process the document.
Statistical:
This indicator if it is activated will not allow the value of the condition type to be taken into net value calculation.
It is used only for information purposes only.
This indicator causes a surcharge or discount to be set in the document statistically (that is, without altering the value).
This is commonly used for condition types
SKTO - Cash Discount
VPRS - Cost (Moving average price/Standard Price).
Print:
The value of this field specifies whether line item can be printed or not in the sales document and at what level it is to be printed.
Subtotal:
The value of this field determines where the values of subtotals to be captured i.e. in which table and which field.
Controls whether and in which fields condition amounts or subtotals (for example, a customer discount or the cost of a material) are stored.
If the same fields are used to store different condition amounts, the system totals the individual amounts.
These condition amounts or subtotals are used as a starting point for further calculations. You may, for example, want a subtotal of all the discounts included in the pricing of a sales order.
Requirement:
It is a routine that is written by an ABAP consultant according to the business requirement.
By defining Requirement in condition technique we can restrict the access of condition type.
To understand the concept, we will take the example of the Rebates. Rebates are to be included during the billing document processing and not in the sales document processing. As rebates are given on the delivered quantity and not on the ordered quantity (in case of cut-off period for rebates).
For rebates we use the condition types BO01 to BO05, and in the Requirement column we give the value 24 which is "Only in Billing Document".
This Requirement will ensure that these condition types will appear only during the billing document processing.
If new Requirements are to be defined we follow the procedure given below.
Go to T.Code: VOFM. - Maintain Requirements & Formulas
Click on the "Requirements" in the top menu and then click on "pricing".
We have a list of requirements, we can ask ABAP consultant to create new requirement based on the client requests.
And we assign the application type like V - Sales/Distribution etc.
AltCty - Condition formula for alternative calculation type:
It is again a Routine that is written by ABAP Consultant.
It is an alternative formula for the condition type that can be used instead of standard formulas.
For example, let us take the Profit Margin which can be both + / - , so here this routine will help us in generating the value which can be either + or -. Profit margin is not a condition type so it cannot be classified as +ve or -ve in the V/06.
Ex.: 950 0 Profit Margin 11.
So we assign 11 - Profit Margin.
If new routines are to be defined we follow the procedure given below.
Go to T.Code: VOFM. - Maintain Requirements & Formulas
Click on the "Formulas" and then on the "Condition Values".
We have a list of routines, we can ask ABAP consultant to create new routines based on the client requests.
And we assign the application type.
AltCBV - Alternative formula for condition base value:
Formula for determining the condition basis as an alternative to the standard.
It is again a Routine that is written by ABAP Consultant.
It is used as a basis to calculate value of the condition type instead of using it from the "FROM" column.
Ex.: Freight - KF00.
Freight is calculated based on weight, volume etc. and not on the base price. In pricing there is no entry of weight from which the value can be referred like we do for discounts using base price. We have to get the value from the Material master.
In this column we can mention the value as 12 - Gross Weight or 13 - Net Weight.
During pricing, the system will consider the value that is mentioned in this column and determine the freight based on this value.
Suppose we have Net weight: 100 kgs and Gross Weight: 150 kgs. And if we mention 13 in this column then the Freight condition KF00 will be calculated using the weight as 100 kgs.
AcyKy - Account Key/ Accrls - Accruals:
The values of the Sales Revenues, Sales Deductions, Freight Revenues, Tax Revenues, and Rebate Accruals etc. are going to be posted in the respective G/L accounts in Fi Module.
In order to do this we assign account keys/ accruals to the different condition types based on their classification. The classification shown below.
ERB Rebate sales deduct.
ERF Freight revenue
ERL Revenue
ERS Sales deductions
ERU Rebate accruals
For Ex.,
For all Price condition types like PR00 etc. we assign ERL - Revenue.
For all Discount condition types like K004, K005 etc. we assign ERS - Sales Deductions.
For all Freight condition types KF00 etc. we assign ERF - Freight Revenues.
For all Rebates condition types BO01 to BO05 we assign in Account key ERB - Rebates Sales deductions and for Accruals ERU - Rebate Accruals.
This account keys and accruals are in turn assigned to respective G/L accounts. So the system posts respective values in respective G/L accounts in Fi-Co Module.
This also one of the areas of SD - Fi Integration. SD consultants assign the account keys and Fi Consultants assign the respective G/L accounts in T.Code:VKOA.

When Creating a Work Order Import Standard Operations

A client is requesting the following functionality when creating a Work Order: Create the first nine operations with different work centers and number operations 0001 u2013 0009. For operation ten continue numbering with 0010 and increase by 10, ie, 0020, 0030, etcu2026 . And operation 0010 would default header data.
Can this be accomplished through standards configuration or would this entail a user exit?
Thanks in advance!!
JAM

It can be possible, depending on how you create the Work Order. If these operations are used often and are in a task list, you can create a work order and import the task list operations by using the menu "extras -> task List selections" inside the work order. If it is part of a preventative maintenance plan, you can configure that your task list is automatically copied to the notification/work order when generated by your maintenance plan. Of course in the task list you could save all the increments and work centers as you want. But this would never be a dynamic check to your header data, it would only be as accurate as your task list.

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