In 2017, Finance and Operations’ IT department installed Office 2016 on all division computers in preparation for Office 365. The next step, which is being rolled out on a department-by-department basis, is to move individuals’ personal business files to Office 365’s OneDrive for Business file storage app. Below are the steps required to enable this process to occur.
- Finance and Operations departments will be moved to OneDrive gradually. Your manager will be notified when it is time for your department to move.
- To get ready for the move, all Finance and Operations employees are invited to attend OneDrive training. Register for an upcoming OneDrive class.
- We recommend that all employees attend the in-person OneDrive training, but for those who are not able to attend, we have created a recording of the class.
- Work your way through the Checklist: Moving Files to OneDrive.
- See the resources below for additional support.
Strategies for Organizing Files
- Move files that need to be accessed by your coworkers to your department shared drive.
- Delete or archive old or duplicate versions of files.
- Put your files into folders to make them easier to manage.
- Give your files short but descriptive names.
Put sensitive information into a dedicated SI folder:
- Will simplify any required audits.
- Will help you remember to not send it to anyone outside of the organization.
- Sensitive Information quick reference
Delete and Archive
Delete all the files you don’t need; archive the ones you don’t use but might need some day.
- Be sure you understand UNC’s Retention Policy
- Ask your supervisor if your department has additional retention guidelines
- Tip: Name your archive folder z-archive so that it stays out of the way at the end of your folder list.
You are expected to move all of your personal business files to OneDrive within one week of your OneDrive training.
For help moving your files to OneDrive:
- Review the OneDrive File Storage quick reference from class
- Study the UNC ITS OneDrive-Browser overview
Collaboration. Communication. Content.
Office 365 has it all and more, and Microsoft is constantly producing new ways for you to learn how to use these powerful tools.
- Get Started with Teams
- Setup and use channels
- Keep track of conversations
- Chat in Teams
- Meetings and calls
- Use and share files