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refactor: update SOW tutorial for Google Drive usage, mark old Conflu…
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jjjermiah committed Jan 27, 2025
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5 changes: 5 additions & 0 deletions docs/General/Summary_Of_Work/.pages
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title: Summary of Work

nav:
- Summary of Work Tutorial: index.md
- ...
42 changes: 29 additions & 13 deletions docs/General/Summary_Of_Work/index.md
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Expand Up @@ -4,35 +4,51 @@ Every week, you are required to fill out a Summary of Work (SOW) document that w

This tutorial will walk you through how to set up a Google Drive SOW directory and yearly document, and how to write your weekly SOW.

## Prerequisites
## Prerequisites

This tutorial will utilize the Google Drive associated with the [BHKLab Gmail](../Communications/bhklab_gmail.md) account that you would have set up during the [ BHKLab Onboarding](../../onboarding_offboarding/Onboarding/bhklab_onboarding.md) process. Ensure you are logged into the correct account before continuing.
Visit the [Google Drive](https://drive.google.com) website and ensure you are logged into the correct account.

If you are a short-term employee (less than one month), you may complete the instructions below with a personal Gmail account.
???+ warning "Use the Correct Google Account"

This tutorial will utilize the Google Drive associated with the [BHKLab Gmail](../Communications/bhklab_gmail.md) account that you would have set up during the [ BHKLab Onboarding](../../onboarding_offboarding/Onboarding/bhklab_onboarding.md) process. Ensure you are logged into the correct account before continuing.

If you are a short-term employee (less than one month), you may complete the instructions below with a personal Gmail account.

---

## Setting Up Your SOW Space
!!! note

???+ note
This section will need to be repeated in January of each year.

### Directory Creation
In the your BHKLab Google Drive, created a folder called `SOW`. In the sharing menu, add `[email protected]` as an Editor.

In the your BHKLab Google Drive, created a folder called `SOW`.
In the sharing menu (1), add `[email protected]` as an Editor.
{ .annotate }

1. `right-click` on the folder and select `Share`.

Within this folder, create another folder and name it the current year (e.g. `2025`).

### Document Creation
Next, open [the SOW template document](https://docs.google.com/document/d/1x9kGto0gaGadxOf1Btm_EPLvz1QT6bAyDgUshFqTa9o/edit?usp=sharing). In the File menu, select `Make a copy`.

* Name the copy as `Your Name-SOW-Year`. (e.g. `John-SOW-2025`).
Next, open [the SOW template document](https://docs.google.com/document/d/1x9kGto0gaGadxOf1Btm_EPLvz1QT6bAyDgUshFqTa9o/edit?usp=sharing). In the File menu, select `Make a copy`.

* Name the copy as `<Your Name>-SOW-<Year>`. (e.g. `John-SOW-2025`).
* Select the year folder you just created as the destination.
* Check the box for `Share it with the same people`
* Click `Make a copy`

Once created, make sure the sharing permissions include `[email protected]`.

### Add Your Page to the Main SOW Tracker
In the [SOW for BHK document](https://docs.google.com/document/d/1auQPchq_p8Cbl7e7wTAxqLuOk-kY4dRQ9WylxFWgS6I/edit?tab=t.0), find your job title. Under this heading, insert a File smart chip. To find your SOW file, start typing your name and it should appear as one of the options.

In the [SOW for BHK document](https://docs.google.com/document/d/1auQPchq_p8Cbl7e7wTAxqLuOk-kY4dRQ9WylxFWgS6I/edit?tab=t.0), find your job title. Under this heading, insert a File smart chip (1). To find your SOW file, start typing your name and it should appear as one of the options.
{ .annotate }

1. type `@` and start typing the name of the file you created (i.e. `John-SOW-2025`).
Click on the file when it appears in the dropdown.

This is where Ben will access your SOW from weekly.

Expand All @@ -41,13 +57,15 @@ This is where Ben will access your SOW from weekly.
## Creating Your SOW Page

### Set up this week's tab
Open your SOW document you copied in the Document Creation section.

1. In the document tab menu on the left hand side, duplicate an existing SOW page.
Open your SOW document you copied in the Document Creation section.

1. In the document tab menu on the left hand side, duplicate an existing SOW page.
2. Drag the duplicated tab to the top of the list.
3. Rename the tab to be the current week's dates.

### Writing Your SOW

**Date**: Set the dates at the top of the page to the first and last day of the current week (usually Monday and Friday).

**Win:** Detail work done on projects during the week.
Expand All @@ -58,9 +76,7 @@ Open your SOW document you copied in the Document Creation section.

**Important links:** Links to anything you mentioned in the above sections.

**BHK Read Marker:** For BHK use only.
**BHK Read Marker:** For BHK use only.
!!! note
If you copied the previous week’s SOW, make that this is set to unchecked.
Unchecked:   ![](img/docs_bhk_unchecked.png){: width=10% }      Checked:   ![](img/docs_bhk_checked.png){: width=10% }


5 changes: 4 additions & 1 deletion docs/General/Summary_Of_Work/old_confluence_instructions.md
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# [Confluence SOW Tutorial](#confluence-sow-tutorial)
# [Confluence SOW Tutorial (outdated)](#confluence-sow-tutorial)

!!! warning "Outdated Warning"
This tutorial is outdated and no longer in use. Please refer to the [Google Drive SOW Tutorial](../Summary_Of_Work/index.md) for the most up-to-date instructions.

This tutorial will walk you through how to access Confluence, set up your Page Tree, and to write your weekly Summary of Work (SOW).

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