AIIM Open Forum

1.  Able to support Personalized Metadata in SharePoint Online?

Posted 5 days ago
Edited by Dave Lozinger 5 days ago
Hello, Friends.  I attended my first AIIM conference last month, and now my first post.  What a blast!

Can anyone tell me if SharePoint Online can support metadata that is unique to a User at the file level?

Here's what I'm trying to accomplish:  Our SharePoint library contains hundreds of MS docs to support training and communications in various areas.  None of the content needs to be documented in an LMS, we just have a lot of it, and it would be helpful to give users a path to become familiar with it.

I'd like to be able to do any of the following things, in order of most preferred:
  1. Create multiple "reading lists" that allow a reader to tag designated files as "Read_first", "Read_second", etc., and then mark them as "Read" or "Complete"
    • Reading List ideas include "SharePoint End User Beginner", SharePoint End User Advanced", etc.
  2. Enable individuals to create their own "reading list", and mark individual files as "To_read", "Have_read", "Read_later", etc.

In other words, is it possible to use SharePoint Online as a mini-LMS?

Thank you!


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Dave Lozinger
Change Leadership Consultant
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2.  RE: Able to support Personalized Metadata in SharePoint Online?

Posted 5 days ago
Hi Dave,

I'm not familiar with SharePoint Online but i work with ECM system and know that what you ask can be provided with separate assignment that the user can create for each document and manage the States for each separate assignment.
Maybe the SharePoint have support for that feature.

I found this link that can help you:
Assign a to-do item in a workflow - SharePoint
Office remove preview
Assign a to-do item in a workflow - SharePoint
When you design a workflow, you often want to assign work to a participant in the workflow.
View this on Office >









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Best Regards,
Yehuda Vansover
ECM expert

Yehuda.vansover@...
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3.  RE: Able to support Personalized Metadata in SharePoint Online?

Posted 4 days ago
Thanks for prompting me to consider workflows, Yehuda!  I hadn't thought of it but will look into it now!

Dave

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Dave Lozinger
Change Leadership Consultant
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4.  RE: Able to support Personalized Metadata in SharePoint Online?

Posted 4 days ago
Dave,

Here is a viable place to start:

Learning Management Systems (LMS)
Collab365 Directory remove preview
Learning Management Systems (LMS)
Using this category, you will find tools to make SharePoint learning a breeze.
View this on Collab365 Directory >

Let me know if none of these would fit your needs.

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Lorne Rogers (Seeking new role!)
President
Aria Consulting & Implementers Ltd.
http://ariaconsulting.net
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