​Create a Survey

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Ensure the Team Collaboration Lists Feature is activated


Go to Site contents > add an app


Find the survey app and click


Name your survey and click Create


Add questions to your survey (Settings > Add Questions)



You can continue with additional questions


Until you are finished.


At this point you may be totally happy with the survey and it’s ready to go…however there may be a few things you want to do from here.  Go Settings > Survey Settings


Branching Logic

Branching enables you to do some simple conditional testing of an answer.  For example, if you ask ‘Are you male or female?’ based on a ‘male’ answer you can take them straight to question 3 and skip the “Do you like make-up” question. 

To set up branching, in the Survey Settings page, click on the question you want to branch from.



Choose the appropriate choices for the different answers


Advanced Settings

One final group of settings that you may want to make is around who can edit and view the answers once they are inputted.  This can be quite important if you don’t want a user who has responded to be able to see all the other user’s answers.   You may also want to turn off search crawling if you don’t want the answers to appear in search results.

Survey Settings > Advanced Settings



Then you just need to ask your users to fill out the survey.


Each user can only respond once to the survey


Once they do, you can view the responses. 




Or Show all responses

show all responses.JPG 



You can also export the responses to Excel and set alerts to let you know when you’ve received a new response


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Versioning enables you to store, track, and restore items in a list and files in a library as they are changed. It allows for an administrator to decide whether a new version is created each time the file is edited or not. Versioning is available for list items in all default list types and all file types that can be stored in libraries including Web Part Pages. You can use versioning to record version history, restore a previous version as the current version or view a previous version.

Libraries can track both major versions, such as those to which a new section was added and minor versions, such as those in which a spelling error was corrected. Lists can track only major versions. Lists and libraries can also limit the number of versions that people can store.

Set Versioning Settings

Use the following instructions to set versioning for a Library:

  1. Navigate to the Library you wish to edit.
  2. Under the List tab, select List Settings.
  3. Click Versioning Settings


Note:"Require content approval for submitted items": If content approval is not required, there will be no draft items in the library, every new update is published. If content approval is enabled, administrators can choose who can see draft items and can limit it as needed within the "Who can see draft items in this document library?" section.

      4.  Select “No”,if content approval is not required for documents to be published for viewing.


5.  Select "Yes", if content approval is required for documents to be published for viewing


  6.  Major Versioning will store each version as a major version. Major and minor versions will save    drafts and major changes.

NOTE: Enabling major and minor versioning is recommended in the case of publishing or collaborative projects to enable drafting and updates


7.  The number of versions to retain is based on your corporation’s governance policy.


       8.  In the above case, the library will only store 5 draft versions. Once the 6th one is saved, the first one is automatically purged from the system.

      9.  Modify the Check Out option as needed.NOTE: Do not configure your library to require checkout if people plan to co-author documents in the library. People cannot work simultaneously on documents when Require Check Out is in effect.

     10.  Click OK to save changes.

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You can sync the contents of a document library onto a local folder on your computer and then access your files from File Explorer instead of from a web browser. All updates sync to your local computer and to SharePoint once you're back online.

Click SYNC


Click Allow


It will ask for your credentials


 Click Sync Now


Click Show my files


 So, I can add files here in my local computer and sync them back up to the document library as well. 


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Discussion Boards

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You can use Discussion Boards to easily communicate with users of your WorkStation.

Adding a discussion question to the Discussion Board

Click + new discussion


Fill in the subject and description of the topic you're discussing and click Save


If you want to add an attachment to your post.

  • Put your cursor in the Body field. You will see new “Format Text" and “Insert" tabs on the ribbon.


  • Click on the Insert tab.
  • Click on Upload File, click on Choose File, and navigate to the file you want to attach.
  • Select the Destination Library where you want this stored. Options are Documents, Images, Pages, or Site Assets.  Documents and Images are probably the ones you will use the most.
  • Click OK.


When you start a discussion you should also set yourself up to receive alerts and maximize the usefulness of this tool.  That way, you can be informed of the discussion and ensure you can respond.

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Alerts allow users and site owners to create a set of conditions for lists, libraries and web parts that triggers an email notification to users.

To enable Alerts, go to the list, library or web part where you would like the alert applied and click on the List tab on the top ribbon.


On the ribbon, you’ll see Alert Me


Click on Set alert on this list


From the next window, specify the properties of the Alert.  You can designate multiple users at once to receive alerts by adding their usernames separated by a semicolon. If you just want to be alerted when changes are made to an item you created, select the option shown in the red box below.​


You can see all your alerts by clicking on  Manage my Alerts



A Site Owner can also ​review and edit alerts for the entire site.
  1. ​Click on the gear in the upper right color strip for your site.
  2. Go to Site Settings.
  3. Click User alerts under Site Administration on the left.
  4. Select the user from the Display alerts for dropdown list.
  5. Click Update.
  6. If you want to delete an alert, click the checkbox in front of the alert, then click Delete Selected Alerts.
  7. Repeat steps 4-7 as needed.

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