I have a document library (SharePoint Online) which contains certifications held by employees, e.g., forklift operator, electrician, etc. There are times when an individual will need to produce proof of their certification at a job site, so they need to be able to access the documents anywhere, in addition to the certificates being available to other administrative staff at the head office. Mostly the users will be in places where they will have internet connections but not necessarily. Also, they may be in a different site from their “home” work location (think hospitality managers) or tradesmen who travel all over a given region.
So far my “best” solution is for each individual to sync their OneDrive account to the document library, and then bookmark/favourite their personal certification documents to their Delve profile. However this requires help to set up and maintenance when people disconnect sync accidentally, or when new certificates are uploaded.
Any thoughts (preferably non-code type) much appreciated. Thanks.
In case the user documents are grouped by folder in the document library the user can selectively sync only the personal folder.
The user will need to get familiar with the apps but this is with all apps. Not everyone is app minded so a helping hand will probably be always needed here and there.
New documents will auto sync when placed in the users folder that is setup for sync.
Once the user starts accessing the documents these will start showing up in Delve also.
The step with the Delve profile is not needed I think once the user understand the OneDrive tool, I would leave this to the user to do or not.
Bottom line for me is that the users should start understanding what they can do with the tools that Office 365 provide. Office 365 is most powerful when the user uses what he or she needs based on the personal needs. As described some are a lot offline, others may login from a home pc, etc… All different use cases. Once the users understand how and where files can be found and synced offline they can find them accordingly.
So present several working methods of finding/syncing the files and let them decide.
Thanks Martin, I appreciate your response.