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Staff Directory List

Staff Directory List

Purpose

The Staff Directory List in SharePoint provides an easy, user-friendly way to view, sort, and filter contact information for Campus Wellness staff.  It is a great resource for new employees (and existing ones) to find information about individuals or groups within our department.

Location

The Staff Directory List can be found at https://uofwaterloo.sharepoint.com/sites/CampusWellness/IFAS/Lists/Staff%20Directory/.

Design

Using a SharePoint List allows us to store the information in a location already familiar to CW staff (SharePoint). For the most part, a SharePoint List behaves very similar to an Excel spreadsheet.

Editing

Adding a Column

By moving your mouse in between the column names, a plus icon should appear.  Clicking that icon will display a Create a column option and you can select a column type.  Select single line of text unless you believe that a different column type is necessary.  It is recommended that you only add a new column from the Staff Members view (see Creating/Editing a view section below for more information).

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Editing a Column

To make edits to a column (e.g., name, default value, etc.), click on the column name and choose Creating/Editing a view and then Edit.

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Filtering by Row

Click on the column you wish to filter by (e.g., Clinician Name) and then choose Filter by and check all the boxes that you wish to see..

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Creating/Editing a view  

To create a view, press the plus + on the right end of the view row.

To edit a view, enter a view and then click on the view name.

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Then choose Edit current view.  From here you need to select the columns that you wish to see and the order in which you want to see them (unselected columns will be moved to the end of the order after pressing the OK button).

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After you are satisfied with the selection and location of your columns, press the OK button at the bottom of the page to save your new view.

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Access

Since it is meant to be an internal resource for our department, access to the Staff Directory List is available to all CW staff, regardless of their role.

Managing Access

  1. Click Manage access in the top-right corner.

  2. Add or remove users or groups as necessary.

Note: Only users with UWaterloo emails will be able to access the list.