SharePoint 2010 Healthcare site templates

Microsoft released some SharePoint 2010 site templates related to healthcare, named:

Microsoft SharePoint 2010 Application Template for Health Organizations

There are 17 site templates, each with their own functionality. You can download them all in one download here.

  • Request for proposal Link
    The Request for Proposal application template helps manage the process of
    creating and releasing an initial RFP, collecting proposal submissions, and
    formally accepting the selected proposal from among those submitted. The site
    also makes it easier to notify individuals about the status of the RFP and the
    proposals.
  • Helpdesk Link
    The Help Desk application template helps departments such as IT, Facilities, and
    HR manage service requests. Team members use the application template to
    identify a service request, identify the root cause, and track solution status.
    The application template provides role-based dashboards that display information
    relevant to customer service representatives and managers, including performance
    history.
  • Physical Asset Tracking and Management Link
    The Physical Asset Tracking and Management application template helps
    departments such as Facilities, BioMedical, and Surgery manage requests and the
    tracking of physical assets. An asset manager approves asset requests and
    manages the properties of the assets—such as location, condition, manufacturer,
    model, current owner, and estimated value—in the system.
  • Team Work Site Link
    The Team Work Site application template provides a place where clinical and
    business teams, such as Medical Management or Environment of Care committees,
    can upload background documents, track scheduled calendar events, initiate
    discussion topics, and submit action items. The site also tracks the creation
    and purpose of subteams and enables discussion among team members.
  • Clinical Trial Initiation and Management Link
    For those who work in academic medical centers, the Clinical Trial Initiation
    and Management application template helps teams track clinical trial protocols,
    set objectives, select subjects, and manage the budget. The site provides useful
    Office Word 2010 templates as well as the capability to create, track, and
    assign trial-specific tasks and issues.
  • Employee Training Scheduling and Materials Link
    The Employee Training Scheduling and Materials application template helps
    nursing educators and other instructors manage courses and related materials.
    Instructors can use the site to add new courses and organize course materials.
    Employees can use the site to schedule attendance at a course, track courses
    they’ve attended, and provide feedback.
  • Employee Activities Site Link
    e Employee Activities Site application template helps departments such as HR and
    Marketing manage the creation of and attendance at employee events. Activity
    owners can use the site to review proposals for new activities and to create
    event-specific calendar items. Employees can use the site to sign up for
    activities as well as to track which ones they’ve attended in the past.
  • Budgeting and Tracking Multiple Projects Link
    The Budgeting and Tracking Multiple Projects application template helps project
    teams track and budget multiple, interrelated sets of activities. The template
    provides project management tools such as project creation, assignment of new
    tasks, Gantt charts, and common status designators. It also helps team members
    consolidate the status of multiple projects into a single view, tracking
    progress against the project budget and timeline.
  • Compliance Process Support Site Link
    The Compliance Process Support Site application template helps both teams and
    executive sponsors manage compliance implementation endeavors, such as HIPAA.
    The site lets users specify control tasks that allow the capture of compliance
    issues as they arise. The application template contains document libraries used
    by team members to store related files as well as a calendar to track key audit
    dates.
  • Case Management Link
    The Case Management application template helps case managers track status and
    the tasks required to complete their work. When a case is initiated, standard
    tasks and documents are created; these can then be modified based on the work
    each case manager has completed.
  • Business Performance Reporting Link
    The Business Performance Reporting application template helps managers in
    healthcare organizations track the satisfaction of internal customers/patients
    through a combination of surveys and discussions. Surveys can be sent via Office
    InfoPath 2010, and the responses can be consolidated by the template to provide
    an overall view of the survey answers.
  • Discussion Database Link
    The Discussion Database application template provides a location where team
    members can create and reply to discussion topics. Discussions are organized by
    categories, which are created by a site manager and can be linked to Office
    Outlook 2010 via an RSS feed.
  • Document Library and Review Link
    The Document Library and Review application template helps people manage the
    review cycle common to processes like publication, knowledge management, and
    project plan development. It combines the functionality of a version-tracking
    document library with a threaded discussion list to provide a feedback and
    revision system. This template is intended for teams that need a central
    location for document review, discussion, revision control, and approval.
  • Call Center Link
    The Call Center application template helps departments such as Billing, HR, and
    IT manage customer service requests, from issue identification to cause analysis
    and resolution. Role-based dashboards display relevant information for each
    service request, and a knowledge base helps track related documents and items
    previously used to solve past Call Center issues. Management-focused dashboards
    track performance with metrics such as average resolution time and service
    request performance history.
  • Change Request Management Link
    The Change Request Management application template helps users track risks
    associated with a design change. Team members can submit a change request,
    notifying stakeholders of the risks involved with the change. The application
    template allows a team member to approve or reject the request.
  • KnowledgebaseLink
    The Knowledge Base application template helps teams manage the information that
    is resident within their organization. The template enables team members to
    upload existing documents or create new ones using Web-based content creation
    tools. Items are tagged with relevant identifying information so that others can
    more easily find the documents and learn from the collective knowledge in their
    organization. The template can be used in a “top down” approach, in which a
    centralized knowledge department “pushes down” relevant content to the rest of
    the business, or in a “bottom up” approach, in which knowledge is captured and
    shared by all users as a normal part of doing business.
  • Event Planning Link
    The Event Planning application template helps teams organize events efficiently
    through the use of online registration, schedules, communication, and feedback.
    Role-based dashboards offer specific information to various event participants
    via home pages tailored for speakers, guests, staff, vendors, delegates,
    attendees, and others.

Importing managed Metadata

Today i wanted to create some managed metadata terms.

Since i don’t want to type als terms, i decided to upload them using a CSV file. So i exported a list as excel. saved it as csv file and tried to upload this file.

That didn’t work. I got an error about the csv-file, but also an alert telling me to use “importtermset.csv” as an example.

A short journey on my filesystem told me that this file can be found at the following location

/program files/common files/Microsoft Shares/Web server Extensions/14/Template/layouts/<languageID>

Where <languageID> would be 1033 in an english environment.

Download the sample file and use it to upload terms to the termstore.

Problems with updating office documents

I came across some funny behaviour while using word 2003 in combination with Sharepoint 2007 document libraries.

When they open a document everything goes well. They can make changes but ,….. when they try to save the changes, the source of the openend document is lost and the editor tries to save the file locally.

Looks like office opens the document read-only.

After some searching i came across the following microsoft article.

http://support.microsoft.com/kb/870853

In my case, it solved the problem.