Name: Kiran Kumar T

Emp ID: 2068035

Assignment-1 (SharePoint: week 1)

Problem Statement:

1. Create a new Site Collection under Sites

2. Create 4 Sub Sites HR, Finance, Travel and Training
3. Create Site Columns for the following with appropriate data type, Employee Name,
Employee Description, Designation (Lookup), Date of Joining, Designation When Joined
(Lookup), Experience (Months) When Joined, Salary, Type (Full Time, Part Time,
Consultant), Employee (Lookup)
4. Create required content types for the following lists, Employees in the root site collection,
Employee Designation in HR, Employee Salary in Finance, Travel Requests in Travel,
Training Events, Training Registration in Training Site.
5. New Entries can be created, updated and deleted by people belonging to HR Group on HR
Sub-site, Finance Group on Finance Sub-Site, others can view all details
8. Travel Requests can be created by any employee Training Events can be created by
Training Organizers, others can register for the training HR Policies, Travel Policies and
Training Policies should be maintained on the respective sites.
9. On the home page of the sub-site, give options to view the respective Policy Documents,
entries related to the currently logged in employee. For Training, show all upcoming training
Events and Training registrations done by currently logged in user.
10. Under HR-Site add validation that the designation can be changed only to higher level.
11. Finance Site, add validation that the current salary of the employee is within the range of
the current designation (Column details to be taken from HR Site) of the employee –
Requirement 1 (Allow, saving of data, use JSOM or workflow to validate, if exceeds set the
salary to the maximum limit, if less than minimum limit, set it as minimum value) -
Requirement 2
2. Create a new Site Collection under Sites

• Login to the SharePoint and create a new team site collection.

• A new top-level root site has been created, 2068035_assigment1(Actually I renamed it
from “Site For Assignment”) here.
3. Create 4 Sub Sites HR, Finance, Travel and Training

• Four sub-sites namely HR, Finance, Travel, Training have been created under the root site
Pavan 2068765.
• We encountered an error while creating the subsite. The option subsite wasn’t coming
there, so from admin center website of our root site under Subsite Creation Section, we
enabled subsite creation for all sites and then, validated it in Team Site under New option.
4. Create Site Columns for the following with appropriate data type, Employee Name,
Employee Description, Designation (Lookup), Date Of Joining, Designation When Joined
(Lookup), Experience (Months) When Joined, Salary, Type (Full Time, Part Time,
Consultant), Employee (Lookup)

• Under site settings, with create option, new site columns have been created under the group
Employee with preferred data type.
• Look Up
creation by getting data from a List with Designation column
5. Create required content types for the following lists, Employees in the root site collection,
Employee Designation in HR, Employee Salary in Finance, Travel Requests in Travel,
Training Events, Training Registration in Training Site.

• Employees content type has been created under the parent root site.
• The custom content types can be created under create app option from classic SharePoint
view.
• Employee Designation content type has been created under the sub site HR.

• Employee salary content type has been created under the sub site Finance.
• Travel Requests custom list has been created under the sub site Travel.
 • Training Registration and Training events custom lists have been created under the sub site
Training.

6. New Entries can be created, updated and deleted by people belonging to HR Group on HR
Sub-site, Finance Group on Finance Sub-Site, others can view all details

• From Microsoft 365 admin center option, firstly different users viz. HR Manager and
Finance Manager have been created with their respective username and ID’s.
• Then respective permission levels have been given from the site permission option under
the top right gear.
• Now, other sub-sites’ visitors have the access for the read only mode and respective
managers can control it fully.
• Create a New Permission level which is required for doing CRUD operations by the
respective users in respective subsites.
• Go to the respective subsite – Site Permissions – Stop inheriting from the parent to create
a unique permission – Create groups with respective names in respective subsites and add
the required permission level to that group – Add the user in that group so that the user can
only operate on that subsite with given permissions.
7. Travel Requests can be created by any employee

• Travel Requests custom list has been created under the sub site Travel with relevant site
columns.
8. Training Events can be created by Training Organizers, others can register for the
training
9. HR Policies, Travel Policies and Training Policies should be maintained on the respective
sites.

• Under the New Option from the respective sub sites, from document library, respective
policy documents have been created on the respective sub sites.

10. On the home page of the sub-site, give options to view the respective Policy Documents,
entries related to the currently logged in employee. For Training, show all upcoming training
Events and Training registrations done by currently logged in user.
• In the create document library option, show in site navigation option has been ticked in the
checkbox for showing the respective documents under the navigation option of respective
sub sites.
11. Under HR Site, add validation that the designation can be changed only to higher level.

• Open Employee Designation Custom List, then go to List Setting and add from existing
column & add new columns.
• Go to Gear Wheel and then, Edit Page
• Go to Edit Snippet in Script editor and write the code
• Go to new item and Enter the required details, then click on save button
12. Finance Site, add validation that the current salary of the employee is within the range
of the current designation (Column details to be taken from HR Site) of the employee –
Requirement 1

(Allow, saving of data, use JSOM or workflow to validate, if exceeds set the salary to the
maximum limit, if less than minimum limit, set it as minimum value) - Requirement 2

• Go to Main Site, then, Finance Sub Site, then Site Content and Return to Classic Mode to
Create a custom list named Employ Salary
• Go to List Setting and add from existing column & add new columns.
• Return to Classic SharePoint and Go to Gear Wheel and then, Edit Page

• Go to Edit Snippet in Script editor and write the code

• Go to new item and Enter the required details, then click on save button
Thank you….