Welcome to the State of California 

CDPH Extranet Information

The CDPH Extranet provides secure collaboration sites to share documents, data, calendars, team discussions, and other features between CDPH and our external business partners (i.e. Federal, State and Local Health Departments, Laboratories, and other public health partners). To access the Extranet, you must have a CDPH-issued User Name and Password.

Who can view and use this site

  • Viewing: Everyone with permission to the site may view the libraries, lists, calendars, and other site features.
  • Contributing: Members who have "Member" permissions may contribute to the site by uploading documents and participating in team discussions.
  • Site Managers - manage users, and may add document libraries and lists, control site permissions, and perform other activities.
  • Navigation

  • To view documents, calendars, team discussions, and other features
  • Click the appropriate link in the Quick Launch bar on the left side of the page.
  • Calendars

  • Viewing the Calendar
  • Click the "Calendar" link in the Quick Launch to view the entire calendar.
  • Click a meeting link under "Calendar" on the page to view details for that meeting.
  • Adding an Event to the Calendar
  • There are two ways to add a Calendar event
  • Click the "Add New Event" link beneath the Calendar listing on the Home page to enter an event.
  • Click “Calendar” in the Quick Launch to go to the calendar.
  • Click on the event date to go to the day view.
  • Choose "New Item" from the "New" menu on the Calendar to add the event.
  • Creating an Alert for All Calendar Events
  • Click on the Calendar to which you want to add the alert.
  • Click on the Actions button on the Calendar menu bar and select Alert Me.
  • Send Alerts To
  • Enter the email addresses for who alerts will be sent.
  • Change Type
  • Select which types of changes that you want to be alerted to.
  • Send Alerts for These Changes
  • Specify whether to filter alerts based on specific criteria you select.
  • When to Send Alerts
  • Specify how frequently you want to be alerted.
  • Click "OK." 
  • Creating an Alert for a Specific Event
  • Click on the Calendar which has the event you want.
  • Click on the Event to which you want to add the alert.
  • Click the "Alert Me"  button on the event editing menu bar.
  • Send Alerts To
  • Enter the email addresses for who alerts will be sent.
  • Change Type
  • Select which types of changes that you want to be alerted to.
  • Send Alerts for These Changes
  • Specify whether to filter alerts based on specific criteria you select.
  • When to Send Alerts
  • Specify how frequently you want to be alerted.
  • Click "OK."
  • Documents and Document Libraries

    A site may have one or more Libraries that are used for document sharing. Libraries are used to house document files, such as Word (.doc), Excel (.xls), or PowerPoint (.ppt) that are uploaded from a LAN or local computer and added to a Document Library on the extranet site. Site members with “View” permissions may view, download documents. Members with “Contribute” permissions may view and download, and edit documents and members with “Approve” permissions may view and download, edit, and approve documents in the library.

  • Viewing Documents
  • To view a document
  • Click the appropriate document library link under "Documents" in the Quick Launch bar on the left side of the page.
  • To Open or Download a document
  • Click on the document in the Library List to view or download it.
  • Editing Documents in a Document Library
  • If you have “Contributor” permissions you can edit and save documents in a document library.
  • To edit and save a document in the Documents Library
  •  Go to the appropriate Document Library, and then click on the Document in the Library List.
  • Edit the document, and then choose "Save" from the document File menu to save it to the Library (or choose "Save As" to download the edited document to your local computer).
  • To edit and save a document in a Documents Library with versioning truned on
  • A 'Versioning” Library has features that “lock” a file while you are editing it so other members cannot edit the file at the same time. To edit the file you must first check out the file.
  • To check out a file for editing
  • Hover the mouse pointer over the file name.
  • Click the down arrow to display the “Item” menu.
  • Choose “Check Out” from the menu. The file icon now displays a green arrow indicating that the file is checked out to you.
  • Editing a “checked out” file
  • After you check out the file you can edit and save it. Click on the file name or icon to open the file.
  • On the left side you will see the Shared Workspace pane. Note that it has a “check in” link.
  • After you finish your edits, click the “Check in” link to save the file and check it into the library.
  • Other members will have access to the file after you check it in. Note: If you save before checking the file in, you will be prompted to check it in when you close the file.
  • Uploading Documents to a Document Library
  • You must have “Contributor” permissions to do this.
  • To add documents to a Document Library on the site, you must upload them from a LAN or local computer to the Library.
  • Go to the appropriate Document Library - usually called "Shared Documents."
  • Choose "Upload Document" from the Library List Toolbar.
  • In the Upload Document dialog, enter a "Title" for the document and then click OK.
  • Downloading Documents from a Document Library to a LAN or to your local computer.
  • Go to the appropriate Document Library.
  • Hover over the Document Name in the Library List and click the down arrow to display the Item menu.
  • Choose "Send To > Download a Copy" from the Item menu.
  • Follow the instructions on the Windows Download dialog to complete the action.
  • Alternatively, you can right-click on the Document Name and then choose "Save Target As" from the short cut menu.
  • Recover a Deleted File from the Recycle Bin
  • Click on the Recycle Bin on the Quick Launchbar.
  • Select the document you want to restore by placing a check mark beside it and click Restore Selection.
  • Creating an Alert
  • Click on the document library to which you want to add the alert.
  • Click on the Actions button on the Library menu bar and select Alert Me.
  • Send Alerts To
  • Enter the email addresses for who alerts will be sent.
  • Change Type
  • Select which types of changes that you want to be alerted to.
  • Send Alerts for These Changes
  • Specify whether to filter alerts based on specific criteria you select.
  • When to Send Alerts
  • Specify how frequently you want to be alerted.
  • Click "OK."
  • Discussions

    Team discussions are a great way to brainstorm an idea or to comment on a document without editing the document.

    • To start or reply to a Team Discussion topic
    • Click “Discussions” in the Quick Launch.
    • To view a discussion thread, click the subject to display the thread.
    • To reply
    • Click the reply button.
    • Enter your reply and then click "OK" or "Cancel."
    • Viewing the Discussions
    • Click the “View” button on the toolbar to see the discussion thread as “Flat” or “Threaded.”
  • Creating an Alert for All Discussion Topics
  • Click on the Disussion List to which you want to add the alert.
  • Click on the Actions button on the Disussion List menu bar and select Alert Me.
  • Send Alerts To
  • Enter the email addresses for who alerts will be sent.
  • Change Type
  • Select which types of changes that you want to be alerted to.
  • Send Alerts for These Changes
  • Specify whether to filter alerts based on specific criteria you select.
  • When to Send Alerts
  • Specify how frequently you want to be alerted.
  • Click "OK."
  • Creating an Alert for a Specific Discussion Topic
  • Click on the Disussion List which has the Topic you want.
  • Click on the Topic to which you want to add the alert.
  • Click on the Actions button on the Disussion List menu bar and select Alert Me.
  • Send Alerts To
  • Enter the email addresses for who alerts will be sent.
  • Change Type
  • Select which types of changes that you want to be alerted to.
  • Send Alerts for These Changes
  • Specify whether to filter alerts based on specific criteria you select.
  • When to Send Alerts
  • Specify how frequently you want to be alerted.
  • Click "OK."
  • Tasks

    You can use the Tasks list on the Quick Launch to assign work items to yourself or other members of the site. Members can then update and share the status of their assigned tasks easily. By using the Tasks list, you can set priority and due dates for tasks, as well as task status and percent complete.

  • Add Tasks to a Project Task List
  • If the project task list is not open, click its name on the Quick Launch.
  • If the name of your list does not appear, click View All Site Content, and then click the name of your list.
  • On the New menu click New Item.
  • The Tasks: New Item page appears.
  • Information that is required has a red asterisk next to it.
  • In the Title section, type a name for the task.
  • In the Priority section, click High, Normal, or Low to indicate the relative importance of this task compared with other tasks in your project task list.
  • In the Task Status section, click the status of the task.
  • In the % Complete section, type a number as a percentage value that indicates the extent to which the task is complete.
  • In the Assigned To section, do one of the following:
  • Type the e-mail address of the person to whom you want to assign the task.
  • Type the full name of the person to whom you want to assign the task, and then click check names button (icon of person with check mark) found to the right of the "Assigned To" field.
  • If the person is found in the directory, the name resolves to that person's e-mail address. If the person is not found in the directory, the message No exact match was found appears.
  • Click Browse to search for and select the person from the directory.
    Note: Only one person can be assigned to a task.
  • In the Description section, type a description of the task.
  • In the Start Date and Due Date sections, enter the start date and finish date for the work that is performed on the task. Use the date picker to quickly enter a date.
  • To attach a file to the task, click Attach File. Click Browse to locate the file, and then click OK.
    Note: Depending on how your project task list is set up, you may not be able to attach a file to a task.
  • Click OK to add the task to your project task list.
  • Edit or Delete Items in a Project Task List
  • If the project task list is not already open, click its name on the Quick Launch.
  • If the name of your project task list does not appear, click View All Site Content, and then click the name of your project task list.
  • Point to the task in the content area, click the arrow, and then click Edit Item.
  • Make the changes that you want.
  • Click OK.
    Note: To delete an item, point to the task, click the arrow, and then click Delete Item.
  • Update a Task
  • Click the task that you want to update.
  • Click Edit Item.
  • Enter the latest status, percentage complete, or other information about the task.
  • Click OK.

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    Last modified on: 9/10/2012 5:48 PM