Toyota Chatter Introduction Overview

Transcription

1 Toyota Chatter Introduction Overview Share Overview Document Updated: 08/23/2012 Toyota Chatter Introduction Overview 1

2 Toyota Chatter Application Layout Toyota Chatter Introduction Overview 2

3 Home The Home page contains common information and tools for all Toyota Chatter users. Anything you post here is viewable by all Toyota Chatter user Area to read all Chatter posts Bottom area of page contains: 1) Various announcements 2) Most recent Q&A and Posts 3) Task / Calendar tools Future integration w/ Outlook Toyota Chatter Introduction Overview 3

4 Chatter The Chatter page contains information and tools that are specific to you. Posts that are directly connected to You and the Groups you ve joined. Anything you post here is viewable by all Toyota Chatter users Your Private messages Posts that only mention you Listing of your favorite postings you have bookmarked Displays posts from all Toyota Chatter users Contains posts that: 1) directly mention you 2) posts by people you follow 3) posts within a Group you follow Directory of all Chatter users Directory of all Groups can view All Groups or My Groups (groups you belong to) File Library containing all files (docs, pics, video) you have access to and/or own Toyota Chatter Introduction Overview 4

5 Executive Forum The Executive Forum is a special Chatter Feed that automatically follows Toyota executives. Status Updates or Posts to a Public Chatter Group by the listed Executives will be displayed in this consolidated feed. Chatter Team is currently developing a live translation; however, a temporary countermeasure: Highlight text, then right-click and select Toyota Chatter Introduction Overview 5

6 Inviting Toyota Employees to join ToyotaChatter 1 There are 2 ways you can invite a Toyota employee to join ToyotaChatter. Send an to you colleague with the following link: OR: Sample Hello, ToyotaChatter is a global Social Enterprise application for collaborating and sharing information. It is a secure site open to Toyota employees only. ToyotaChatter runs on a platform provided by Salesforce.com. To register, please go to and click; Sign Up for New Account Fill in the registration information and click on Send. Your account will be added system and you ll receive an from support@salesforce.com. Open the and click on the link to set a new password. After you set your new password, you will be taken into ToyotaChatter. Moving forward, to access ToyotaChatter: Go to: Username: Your address Password: The password you established From Chatter: Click on the Invite Co Workers tab. Enter the address(es) of the people you wish to invite. Separate addresses with a comma. Enter a brief message to personally invite your coworker. Click on Send when completed. Toyota Chatter Introduction Overview 6

7 2 The invited co worker will receive a link to the following page. From this link, they will click on: Sign Up For a New Account 3 At the registration page. You ll be asked to enter your Name and address (required) Also, please enter your manager s name and address. (Optional) 4 The person invited will receive an from Salesforce. The comes from support@salesforce.com Toyota Chatter Introduction Overview 7

8 5 When the receiver opens the , they will need to click on the link provided. It is the one that says: To log in automatically with your temporary password, click This will allow the to set a new password and gain access to toyotachatter. 6 Moving Forward, the user logs in to ToyotaChatter as follows: Go to: Username: Your address (i.e. john_smith@ toyota.com) Password: The password you established Toyota Chatter Introduction Overview 8

9 Ask All Toyota By default, all Toyota Chatter Users are members of this global group. Toyota Chatter Introduction Overview 9

10 Search Global search searches more record types, including articles, documents, products, solutions, and Chatter feeds, files, groups, and people. Global search also searches more field types, including custom fields and long text fields such as descriptions, notes, and task and event comments. Global search keeps track of which objects you use and how often you use them, and arranges the search results accordingly. Search results for the objects you use most frequently appear at the top of the list. How your global search works depends on your search options, search terms, and the use of wildcards and operators. Tip: If you'd like to conduct a phrase search to match multiple terms in the exact sequence that they appear, select Exact phrase in the Options or use quotations marks around your search terms. Search Options let you restrict your search to the records you own, if available; and to exact phrase searches; The search options you select are saved until you change them. Search terms are treated as separate words and may be found in different searchable fields within a record. For example, searching for bob jones returns items with Bob Jones, as well as a contact named Bob Smith whose address is bsmith@jones.com. Search terms are separated by letter, number, and punctuation boundaries. For example, searching for acct!4 returns items with Acct,!, and 4, even if those terms are in separate places in the item. Wildcards and Operators You can use the * (asterisk) and? (question mark) wildcards to refine results. Use * to match one or more characters, or? to match a single character. For example, searching for bob jo* finds items with Bob Jones and Bob Johnson, and searching for jo?n finds items with john and joan. You can also use the AND, OR, AND NOT, ( ) (parentheses), and " " (quotation marks) operators to refine results. Toyota Chatter Introduction Overview 10

11 Your Name (Profile & Setup) Hover over the image to upload your photo Click the pencil to update your Contact information Click the pencil to update your profile (max character 1000) Tip: Contact and About Me text shows up in the Global Search function Toyota Chatter Introduction Overview 11

12 Your Name (Profile & Setup) Key Items: > Time Zone and Mail Address > Change your password > Calendar Sharing Chatter Desktop Install (contact the I/S Helpdesk if you encounter any issues) IMPORTANT: Customize when & what s your receive from Chatter Group postings, likes, etc Toyota Chatter Introduction Overview 12

13 Chat You can now have real-time chats with Global Toyota Chatter users through the feature called Chatter Messenger. (i.e. instant and #Topic Enhance your posting and everyone's searching: to notify coworkers that they need to see something Use the # symbol (hashtag) in front of a word to make it a running & searchable conversation For example: "Working Doe on the new #Benefits fair." Toyota Chatter Introduction Overview 13

14 Simple guide on how to manage your Toyota Chatter alerts 1 Go to your profile settings. Click on your name. 2 Select Setup 3 Go to My Chatter Settings and click on Chatter Settings 4 Check or uncheck the different boxes to establish your personal preferences of notification s. 5 Click Save! Toyota Chatter Introduction Overview 14

15 How to upload a picture Toyota Chatter Introduction Overview 15

16 How to upload a file and share it privately Q: There is a file that I wish to share privately with another toyotachatter.com user. Can I do this? A: The answer is YES, Chatter allows you to upload a file(s) (up to 2GB in size) and share the files with people and/or groups. Files shared privately in Chatter can only be viewed and downloaded by the people or groups you authorize. Files shared in groups can only be viewed and downloaded by everyone in the group. Here s the procedure to share a file privately. 1 Click on the Chatter tab. 2 Select Files 3 Click on the Upload Files button 4 Select the file you wish to upload Click Open and the file will be uploaded. The uploaded file is file is only seen by the user who uploaded it. To share the file, select Share Settings or Close. Toyota Chatter Introduction Overview 16