1 System Access01 Introduction To MasteryE_IntroMod1e_UsingJam1

IntroductiontoMasteryTraining,UsingJam,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBlvd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.InformationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Objectives,JamOverview,Jamengagesemployeesandmakesteamsmoreefficientintheirday-to-daytasksImprovedcommunicationandcollaborationhelpcompaniesalignaroundtheirstrategyandacceleratetalentprocesses,Jamenablesemployeesto:Manageandprojecttheirsocialnetworkprofile.Createandshareinformationwithothers.Monitoractivitiesandinformationofinterest.CreateandcollaboratewithothersusingGroups.Findinformationandconnectwithexpertise.,Jam:HomePage,5,4,3,2,1,WhenJamisselectedfromtheBizXHomepage,theJaminstanceopensinanewwindow.Jammenutabsinclude:Home(defaultview)ProfileGroupsCompany,Jam:Tabs,4,3,2,1,Jam:MyFollowsFeed,MyFollowsFeeddisplaysallthefeeditemsfrompeopleandgroupsyouarefollowing.Youcancustomizethecontentsusingyoursettings.RequestsNotificationsPostsyouarefollowingCommentsYourposts,1,4,3,2,Jam:Search,UsingtheSearchbox,youcansearchforusers,tasks,anddocumentsbyRelevance,Date,Views,orLikes.EntersearchcriteriaintheSearchbox.Criteriamatchingpredictivetextwillbelistedasactivelinksto:PeopleGroupsDocuments,2,1,ReceiveNotificationswhenamemberofagroupselectstosendapostspecificallytoyou.ThenotificationwillappearintheusernamesectionontheHometab.ClicktheCommentlinktopostacommentaboutthepost.UsetheLikefeaturetolikeaparticularpost.,UsingNotifications,3,2,1,ReceiveNotificationswhenamemberofagroupselectstosendapostspecificallytoyou.ThenotificationwillappearintheusernamesectionontheHometab.ClicktheReplylinktopostacommentaboutthepost.UsetheLikefeaturetolikeaparticularpost.,UsingNotifications,3,2,1,Commentsenableemployeestorespondbyaddingdetails,knowledge,and/orperspectivetotheinformationflow:ClicktheReplylinktopostacommentaboutthepost.Enterthecommentdetails.ClickPosttoaddthecommenttothefeed.Commentsareaddedtotheinformationflowandtothefollowersfeeds.,Notifications:AddComments,4,3,2,1,Bookmarksactasplaceholdersforparticularpostsyouwishtosave.PostslistedonyourFeedUpdatesoragroupsFeedwilldisplayaMorelink.Click:Sharetosendanemailabouttheselectedfeeditem.Tasktocreateataskitemabouttheselectedfeeditem.Bookmarktosavethepost.Downloadtodownloadthecontentofthefeed,ifany.Deletetodeletethepost.ClicktheMyBookmarkssectionontheJamHometabtoviewalistofallyoursavedbookmarks.,JamBookmarks,2,1,Jam:Profile,TheProfile:WalldisplaysJamactivityforyouandyourfollowers(manager,directreports,colleagues).TopostacommenttoyourProfile:Wall,enterdetailsinthetextfield.ClickShare.PostingoptionsincludeaddingaURLlink,recordingasequenceofyourwebbrowser,oruploadingadocument.ProfilemenutabsgiveyouamoreindepthlookatthepostsonyourWall.,Profile:Overview,4,3,2,1,TheInfotaballowsyoutoupdateyourpersonalinformationinJamincludingjobandcontactinformation,orgchart,andofficeinformation.InformationisautomaticallypopulatedfromtheBizXplatformincludingcontact,team,andorgchartinformation.ClicktheEditlinktoupdateyourprofileinformation.,Profile:Information,1,3,2,Profile:SocialGraph,TheSocialGraphtabdisplaysalistofpeoplewhoarefollowingyou,whoyouarefollowing,andwhichWikiPagesyouarefollowing.PeoplewhoarefollowingyouwillreceivenotificationsontheirFeedUpdateswhenyouposttoJam.WhenpeopleyouarefollowingposttoJamyouwillreceiveanotificationonyourFeedUpdates.ClickUnfollowtostopfollowinganindividual.Wikipagesyouarefollowingdisplayhowmanyviewsandlikeseachpagehas.,4,3,2,1,Profile:WallBasics,UsetheAddContentdrop-downmenutoaddnewpoststoyourWall.Optionsinclude:BlogPost:PostablogentryLink:AddalinktoyourWallPoll:CreateaPollRecord:ScreencaptureyouractiveworkspaceTask:AssignactionitemsTermtoTrack:KeeptrackofasavedtermUpload:SelectafiletouploadtoyourWallWikiPage:Addanewwikipage,8,7,6,5,4,3,2,1,Profile:AddTask,Tasksareusedtoassignactionitemstogroupmembers.WhenTaskisclickedtheAddTaskwindowopens:Describethetask.Assignthetasktoaspecificgrouportoanindividual.Whentasksareassigned,thepersonthetaskisAssignedToisnotified,andtheywillberemindedwhentasksarelate.EnterthetasksDueDate(optional).,4,3,2,1,Profile:AddTask(cont.),Usethedrop-downmenustodeterminethetasksPriorityandStatus.UseAuto-Nudgetosendtheassigneeperiodicremindersthatthetaskisdue.Clickthelinkstoattachdocumentsandlinkstothetask.ClickSave.YouwillbepromptedtoselectifyouwanttopublishthetasktothegroupsWallfeedortoallofyourfollowersWallfeeds.ClickSubmit.,10,9,8,7,6,5,Profile:EditTask,Afterataskhasbeensubmitted,thetaskissavedinyourProfile.ClicktheTaskslinktoviewalistofalltasks.Clickatasktoviewthedetails.EditthetaskasnecessaryandclickUpdatetosavethechanges.Usersfollowingthetaskarelisted.InvitenewusersbyenteringanameinthetextfieldandclickingInvite.,4,3,2,1,Jam:Groups,Groups:Overview,TheGroupstabactsasavirtualspaceforteamstocollaborateonaproject,gatherfeedbackondocuments,andsharestatusupdates,links,andbestpracticesaroundaspecifictopic.Tocreateagroup:ClickCreateaGroup.,1,CreateGroup:General,Enterthegroupsname.ClickCheckGroupNametoconfirmtherearenoothergroupswithasimilarname.Enterabriefdescriptionofthegroup.IdentifyifthegroupistobePublic(anyoneinthecompanycanjoin)orPrivate(membersmustbeinvitedtojoin).Usethebuttonstoselectwhentoactivatethegroupandwhotoinvite.ClicktheSetuptab.,6,5,4,3,2,CreateGroup:Setup,UsetheAnnouncementfieldtocreatewelcomemessageforuserstoseeonthegroupWall.ClickBrowsetouploadaphoto.ClicktheAuto-Subscribecheckboxtohavegroupmembersautomaticallyreceiveupdateswhenchangeshavebeenmadetothegroup.ClicktheParticipationtab.,9,10,8,7,CreateGroup:Participation,Usethebuttonstosetpermissionsonwhocanedit,post,comment,like,andviewgroupcontent.Usethebuttonstospecifywhocanuploadcontent.Whendone,clickCreateaGroup.,12,13,11,Group:InviteMembers,Whenagroupiscreated,youwillbeaskedtoinvitemembers.UsetheInviteestextboxtosearchforuserstoinvitebyenteringtheirnameoremailaddress.ClickSendInvitetosendanotificationtoeachindividuallistedasaninvitee.,2,1,Groupadminscanviewthelistofinvitees.Statusofeachinviteeislistedaspendinguntiltheyjointhegroup.UsetheActionsmenuto:SendaninvitereminderMaketheselectedinviteeagroupadminCanceltheinviteMakedefaulttaskassignee:everytimeyoucreateatask,assigneefieldauto-populateswithdefaultpersonToinvitenewmemberstothegroup,clicktheInviteMemberslink.,Group:ViewGroupParticipants,3,2,1,Group:InboxNotifications,Ifyouareinvitedtojoinagroup,yourInboxontheJamHometabwillalertyouofaninvite.ClicktheInboxsectiontoviewtheinvite.ClickJointosubscribetothegroup.NotificationsandupdateswillbeautomaticallypushedtoyourWall.,2,1,Asamemberofagroup,youwillbeabletopostmessagesandWallpoststoothermembersforreview.UsetheLinkbuttontoenteraURLformemberstoview.ClickAttach.Typeyourmessageinthetextbox.Enterthetitleoftheattachedlinkandabriefdescription.ClickShare.,Group:FeedUpdates,4,3,2,1,Group:SendingNotifications,Usingthesymbol,agroupmembercanspecifywhotheywanttoposttheirmessageto.TherecipientwillreceiveanupdateintheirusernamefolderontheJamHometab.Usingthesymbol,agroupmembercannotifyallfollowersofthepostviaemail.,2,1,Group:ViewNotifications,AfterpostingtoagroupWall,thepostwillbevisibleforeverygroupmembertoview,commenton,andlike.Theselectedmemberwillbelistednexttothepost.,2,1,Home:MyTeamsUsage,TheMyTeamsUsagereporttracksandranksyourteamsusageonaweeklybasis.ClicktheMyTeamsUsagelink.YourteamsOverallRankisdisplayed,alongwiththerankofyourpeers,manager,anddirectreports.YourrankisbasedonhowoftenyouaccessyourFollowsFeedandcontentviews.Arrowsshowhowusagehaschangedinthepastweek.,3,2,1,Jam:Company,Company:Following,Companyprovidesanorganizationviewofthesocialnetwork.UsetheDirectorytolocateindividuals.ReviewalltheDocumentsposted.CompanywalllistsalltheavailableactivitiesonJam.,1,2,3,Company:Documents,DocumentscanbeuploadedinJamforanymemberofthecompanytoview.ClicktheDocumentssectionontheCompanytab.Documentswillbelistedbyname,date,contributor,andnumberofviewsandlikes.Clickthetitletoviewthedocumentindetail.Thedetailedviewallowsyoutolike,comment,download,alert,chart,andaddtags.Relateddocumentsarelistedforreview.,4,3,2,1,Company:AddDocumentTags,ClicktheAddlinktocreateakeywordtagforthedocumentthatissearchableinthesystemundertheTagssectionintheCompanytab.EnteratagnameandclickAdd.Afteratagiscreated,itwillbelistedonthedocumentundertheTagssection.,3,2,1,Company:Feed,TheFeedsectionisusedtomonitorallthepublicfeeditemsfromyourentireJamcommunity.,Note:CompanyNewsFeeddoesnotincludeanyactivityfromprivategroups.,Company:BrowseGroups,TheGroupssectionactsasavirtualspaceforteamstocollaborateonaproject,gatherfeedbackondocuments,andsharestatusupdates,links,andbestpracticesaroundaspecifictopic.ClicktheCompanytabClickGroupstobrowsealistofgroupsyouarefollowing.Rollyourmousepointeroveryourstatus.JoinedbecomesLeaveGroup.Clicktoremoveyourselffromthegroup.,2,1,3,Com