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refactor: update SOW tutorial for Google Drive usage, mark old Conflu…
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title: Summary of Work | ||
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nav: | ||
- Summary of Work Tutorial: index.md | ||
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@@ -4,35 +4,51 @@ Every week, you are required to fill out a Summary of Work (SOW) document that w | |
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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. | ||
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## Prerequisites | ||
## Prerequisites | ||
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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. | ||
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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" | ||
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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. | ||
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If you are a short-term employee (less than one month), you may complete the instructions below with a personal Gmail account. | ||
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--- | ||
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## Setting Up Your SOW Space | ||
!!! note | ||
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???+ note | ||
This section will need to be repeated in January of each year. | ||
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### Directory Creation | ||
In the your BHKLab Google Drive, created a folder called `SOW`. In the sharing menu, add `[email protected]` as an Editor. | ||
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In the your BHKLab Google Drive, created a folder called `SOW`. | ||
In the sharing menu (1), add `[email protected]` as an Editor. | ||
{ .annotate } | ||
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1. `right-click` on the folder and select `Share`. | ||
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Within this folder, create another folder and name it the current year (e.g. `2025`). | ||
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### 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`. | ||
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* 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`. | ||
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* 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` | ||
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Once created, make sure the sharing permissions include `[email protected]`. | ||
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### 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. | ||
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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 } | ||
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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. | ||
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This is where Ben will access your SOW from weekly. | ||
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## Creating Your SOW Page | ||
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### Set up this week's tab | ||
Open your SOW document you copied in the Document Creation section. | ||
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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. | ||
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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. | ||
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### Writing Your SOW | ||
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**Date**: Set the dates at the top of the page to the first and last day of the current week (usually Monday and Friday). | ||
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**Win:** Detail work done on projects during the week. | ||
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**Important links:** Links to anything you mentioned in the above sections. | ||
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**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% } | ||
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