Shout outs / recognitions app

This app allows employees to recognize a colleague, give them a shout-out, or welcome a new employee.

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Setting up the web part

On the site where you need to show the web part, create a new SharePoint list with the title [Recognitions] with the following fields:

  1. Title [default / no need to create]
  2. Body [multiple lines of text]
  3. Target [person]
Adding the recognitions app
  1. Click [Edit] on the page you’d like to add the app to
  2. Click the [+] icon in the desired section
  3. Search for the “recognition” app and add it to the page
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  4. Click [Edit web part] link on the page
  5. The web part displays the last 3 recognitions. To see all recognitions employees will click the [View all] button. To set the URL of the [View all] button, add it to this property:
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  6. Save the page
Setting up View All recognitions page

When users click the View All button on the recognitions app, they expect to see all of the past recognitions. Here is how to set up a page that shows all recognitions:

  1. Create a new SharePoint page as described here: Adding a SharePoint page to your site, and Editing news link / repost

  2. Add the recognitions app as you did in the first sequence. Search for the “recognition” app and add it to the page:
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  3. Click [Edit web part] link on the page.

  4. Switch the [In App Mode] toggle to ON
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  5. Save the page

  6. Grab the page URL and use it as a URL of the [View All] button explained in section [Adding the recognitions app]

Deleting a recognition post

If you need to delete a post you made in error, you can do so by following these steps:

  1. While on the home site, click [*] → Site contents
  2. Find the list called recognitions
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  3. Select the post you’d like to delete and click the delete button:
Advanced: Restricting permissions of who can post new recognition

By default, only users with the [Member] and [Owner] access on the site can post new recognitions.
To change that follow these steps:

  1. While on the site where you have your recognitions app, click [*] → [Site contents]
  2. Find the list called [Recognitions] and click […], and select Settings
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  3. Click the link called [Permissions for this list] as shown below:
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  4. In the ribbon, click [Stop inheriting permissions], as shown below
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  5. Select a group you’d like to give access to create new recognitions, for example, visitors would be in the [Visitors] group
  6. Click the [Edit user permission] button in the ribbon
  7. Set [Contribute] access for this group, as shown below:
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  8. Save all settings.
Advanced: Enabling moderation on new submissions

By default, when new recognition is created, it shows up for users right away. You can change that, so new submissions can be moderated before they can be viewed by everyone.
Here is how to set up moderation:

  1. While on the site where you have your recognitions app, click [*] → [Site contents]
  2. Find the list called [Recognitions] and click […], and select Settings
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  3. Click the link called [Versioning settings] as shown below:
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  4. Set the [Require content approval for submitted items?] to [Yes]
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    NOTE: Draft Item Security will be automatically set to [Only users who can approve items (and the author of the item)], that’s normal
  5. Click OK
Advanced: Approving new submissions

To approve pending submissions, follow these steps:

  1. While on the site where you have your recognitions app, click [*] → [Site contents]
  2. Find the list called [Recognitions] and open it
  3. Find submissions that have the [Approval Status] field set as [Pending] as shown below
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  4. Using the ellipsis icon on the item, click More → Approve/Reject as shown below:
  5. Set the choice to Approved and click OK:
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The submissions will now be shown to other users.

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