Transcript Why Chatter? - UCSF Medical Center

Getting Started
with UCSF Chatter
An instructional guide to UCSF Chatter – a
private networking and collaboration tool
Contents
• UCSF Chatter
• Why Chatter?
• Chatter vs. Email
• Recommended Uses
• Getting Started
• Mobile Client
• Desktop Client
• Support
2
UCSF Chatter
UCSF Chatter is an enterprise
networking and collaboration tool that is
specific to UCSF
Chatter is subject to the university's electronic communications policy and compliance
requirements and policy for protecting privacy information for students (FERPA) and
patients (HIPAA).
• Collaborate on focused objectives by bringing different groups
together and engaging in cross-team conversations
• Share large files in a central location without clogging email
inboxes
• Post questions and get answers from people who may not
normally be included
• Search and learn more about UCSF staff through the use of
Chatter people profiles
3
Why Chatter?
• Less meetings
• Less inbox clutter
• Single, searchable repository for business conversations
and files
• Increased ability to find information
• Increased visibility to staff and executive activities
4
Chatter vs. Email
Chatter
Business conversation regarding
short-term or on-going initiative
X
File collaboration
X
X
Project/Committee/Initiative
communication
Private communications
Email
X
5
Recommended Uses
• Chatter instead of ListServ
– Share documents
– See posts and responses
– Save time answering questions that have already been
asked/answered
– Tag topics of interest
• Chatter for project, committee, and meeting collaboration
– Share and collaborate on files without firewall concerns
– Access to all UCSF faculty staff
– Ability to post on profiles or in groups
6
Getting Started- Helpful Hints
Posting
• Posts entered in the status box on your home or profile
page will be visible to everyone.
• Posts entered on a colleague’s profile page will be visible
to everyone.
• Posts to a group will be visible only to people with access
to that group.
7
Getting Started- Helpful Hints
Uploading Files
• Upload in your feed (profile)
– Note: When uploading a file on your profile, the default
sharing rule is with everyone at UCSF. Profile information
is available to everyone at UCSF.
• Upload in groups
– Files uploaded to a private group are only available to that
group
– To allow others to upload a new version of a file, the file
owner must click the Share File icon and select the users
and/or groups that are allowed to upload new versions of
that file.
8
Getting Started- Helpful Hints
Following
• Follow people or files to receive an update when there is
activity on them.
– Follow a person: Receive email notification when a
person’s profile is updated
•
Profiles are viewable by all Chatter users
•
A person’s activities in private groups are not viewable to
those that are not in those groups. Following a person will not
grant access to private groups that person belongs to.
– Follow a file: Receive email notification when a file is
updated
• Users can only follow files that are shared with them
9
Getting Started- Helpful Hints
Adding a topic to a post
• Use the # in front of your post to “tag” it for later
reference. Search on the hash tag to find all posts with
that tag
• Use the * for a wild card search after the start of the hash
tag. Be sure your search results display for Search
Chatter Updates
10
Getting Started- Helpful Hints
Directing a comment in a post
• Use the @ in front of a person’s name in a post to “call out” that
person. Note that you will be prompted to select a name from a
list of name matches
• Chatter will send an email to that person with the comment.
Responding to a post
• Respond to a post by:
– Navigating to the group and posting a comment
– Replying to the email notification. Your response will
automatically post to the group comment.
11
Getting Started- User Steps
1. Log in to Salesforce- Navigate to
ucsf.my.salesforce.com
1. Watch the Chatter video – It comes up the first time you visit
your Home tab
2. Update your profile – Click your name and use the Pencil
icon to update the About me section. Don’t forget to upload a
photo.
3. Start following people – Click the People tab to find
colleagues you want to follow.
4. Decide how you want to be alerted when your feed is
updated- Go to Setup/Personal Setup/My Chatter Settings/ My
Chatter to configure your email notification options.
12
Getting Started- User Steps
5. Join or start groups – To join a group, click the Groups tab,
search and select a group to join. To start a group, click the
Groups tab and select New Group.
6. Follow Chatter etiquette – Remember, Chatter is a business
tool, so keep all conversations related to business. Here are a
few simple dos and don’ts:
– Don't post confidential information on your home page,
profile, or in response to anyone’s posts. Everyone can see
these posts.
– Don’t post anything you wouldn’t want your manager or HR
team to see.
– Don’t add noise—Chatter isn't the place for planning lunch
or discussing yesterday’s game
– Don’t post PHI in any group without explicit permission
from Med Center CMO (if patient-related) or Office of
Research (if research-related).
– Don’t post email in a group without first notifying the sender
13
Mobile Client
The Chatter mobile app allows users access to
Chatter via mobile device
For more detail on supported devices and OS requirements, visit
www.salesforce.com/mobile/apps/download/devicesupport.jsp
1.Download Chatter Mobile Application at
www.salesforce.com/mobile/apps/download/ or through
Apple App Store, Android Market, or BlackBerry App World
2.Open the Chatter application and go to Settings
3.Change the Connection Login Host to “Custom” and
custom host URL to ucsf.my.salesforce.com
4.Launch Chatter app, accept all terms and enter network
ID and password (required to enter only at time of set up)
14
Desktop Client
Chatter Desktop lets you collaborate in Chatter
without a browser
Note: Chatter Desktop requires Adobe® Integrated Runtime (AIR®) and
only runs on operating systems that Adobe AIR supports.
PC User Instructions
1.Install Chatter Desktop by navigating to the user name in Chatter
web application (upper right corner of the application) and click
Setup. On the left toolbar, click on Desktop Integrations, then
Chatter Desktop. The instructions to download Chatter Desktop
will appear in the main pane.
2. Once installed, launch Chatter Desktop and select Add a new
connection . Enter “UCSF Chatter” in the name and
https://ucsf.my.salesforce.com into the Login URL
Note: enter the Login URL in full, as it appears in this step.
3.Click on Authenticate and enter network ID and password to
log on (required to enter only at time of set up)
15
Desktop Client
Mac Users and Windows 8 Users
*Please note Windows 8 users can only install using Internet Explorer as
the browser (not Chrome or Firefox)
1.Go to http://get.adobe.com/air/ and Click on Download Now
2.Login to UCSF Chatter web application. Navigate to the user
name (upper right corner of the application) and click Setup. On
the left toolbar, click on Desktop Integrations, then Chatter
Desktop. The instructions to download Chatter Desktop will
appear in the main pane.
3.Once installed, launch Chatter Desktop and select Add a new
connection . Enter “UCSF Chatter” in the name and
https://ucsf.my.salesforce.com into the Login URL
Note: enter the Login URL in full, as it appears in this step.
4.Click on Authenticate and enter network ID and password to
log on (required to enter only at time of set up)
16
Support
• Chatter Help
– Go to the group, “Chatter Help” to post a question to
the Salesforce team
– Email [email protected] with question
– Enter a ticket on Service-Now
17
18
UCSF Chatter Guidelines
• As a university employee, you must abide by the university code
of conduct . Be respectful when posting.
• Avoid posting Private Health Information (PHI). Posting of PHI is
only acceptable for pilot groups with explicit permission from the
Med Center’s CMO (if related to patient care) or Office of
Research (if related to research).
• Report any inappropriate content to either the group administrator
or the Chatter technical support team so that the content can be
removed.
19