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Installation

Installation — Healthcare 2.


⚙️ Installation Instructions🔗

  • Upload the spd-healthcare-02.sppkg file to your App Catalog
  • Navigate to your modern SharePoint site.
  • Click the Settings (gear) icon → Select “Add an app”
  • Choose Healthcare Intranet Design 2 — Modern SharePoint for Healthcare
  • Click Add
  • After installation, go to Site Contents to confirm it's added to the site.

🧪 Testing Instructions🔗

🧪 Steps to Set Up and Apply Template🔗

Follow the steps below to configure your SharePoint site using the setup wizard:


🔹 Step 1: Welcome Screen

  1. 1Open the Site Setup panel from the top suite bar.
  2. 2You will land on the Welcome screen.
  3. 3This screen provides an overview of what will be configured:- Organization details - Branding and theme - Automatic deployment of web parts
  4. 4Click Get Started to proceed.

🔹 Step 2: Organization Details

  1. 1Enter the required Contact Information:- First Name - Last Name
  2. 2Fill in Company Information:- Company Name - Industry - Number of Employees
  3. 3Provide additional details:- Vision - Mission
  4. 4Click Next to continue.

🔹 Step 3: Branding

  1. 1Upload your Site Logo — Click Upload Site Logo under Site Logo and Theming. Brand colors are automatically extracted from your logo.
  2. 2Review & adjust theme colors — Edit the extracted primary and secondary colors in the color palette (use the hex fields or color picker), name your theme, then click Apply Theme — or pick an existing theme from Available Site Themes.
  3. 3Upload your Favicon — Under Site Favicon, click Upload Favicon to set the icon shown in the browser tab.
  4. 4Configure Regional Settings (optional) — Under Regional Settings, click Open Regional Settings to set time zone, locale, and working hours.
  5. 5Adjust Appearance Settings (optional) — Under Appearance Settings, fine-tune: Hide Tenant Logo, Hide Site Logo, Hide Site Title, Header Color, Web Part Spacing, Full-Width Page, Footer Alignment, Border Radius, and Font (open Brand Center to manage font packages).
  6. 6Preview & continue — Check the Live Preview on the right, then click Continue to move to the next step.

🔹 Step 4: Review Configuration

  1. 1Review all the configured details:- Organization Details - Branding Settings
  2. 2Check the What will be created section:- SharePoint Lists - Document Libraries - Home Page - Branding Assets
  3. 3Click Apply Template to start the setup process.

🔹 Step 5: Setup Completion

  1. 1The system will begin configuring your site and display a Configuration Summary.
  2. 2You can track:- List creation progress - Library setup - Web part deployment
  3. 3Once completed, a success message will appear: “Site Setup Complete!”
  4. 4Click View New Home Page to open your newly created site.
💡 Note:

🔑 Activating 15 Days Free Trial🔗

License Activation Steps

StepActionDetails / Notes
1Go to the app pageNavigate to the SharePoint page where the app is installed
2Open activation panelIf the subscription is pending, a Buy Now button will be visible
3Launch activation dialogClick Buy Now to open the purchase dialog
4Purchase the licenseComplete the payment process
5Configure SaaS accountAfter purchase, click Configure your SaaS account
6Subscribe to appOn the landing page, click Subscribe

🛒 Purchase License & Trial Information🔗

  • Purchasing the license automatically activates a 15-day free trial.
  • No charges apply during the trial period.
  • Once activation is completed successfully, the app is fully available for use.

✅ Expected Behaviour

The following resources are provisioned upon applying the Home template:

  • 📄 Employee Spotlight (List)
  • 🖼️ Document Content (Library)
  • 🖼️ Take a Breath (Library)
  • 🖼️ Gallery (Library)
Mock data is also auto added for: No manual configuration required after clicking the Apply template button.

🧹 Uninstall Guide🔗

Follow the steps below to uninstall the Healthcare Intranet Design 2 by SharePoint Designs app from your SharePoint site:

  1. 1Go to your SharePoint site and click on Site Contents from the left side navigation or the settings menu.
  2. 2Find Healthcare Intranet Design 2 by SharePoint Designs in the list of installed apps.
  3. 3Click the three dots (···) next to the app name and select "Remove".
  4. 4If prompted to switch to the Classic Experience, follow the prompt to proceed.
  5. 5In the Classic Experience, hover over the app again, click the three dots (···), and then click Remove to finalize the uninstallation.

🛠️ Troubleshooting Common Issues🔗

⚠️ Issue: Web Part Not Displaying Correctly

Solution: Ensure that the web part has been added to a modern SharePoint page and that the page has been republished. Check for any missing permissions that might be required for the web part to function correctly.

🗃️ Issue: Lists/Library Not Created

Solution: Verify that the "Apply template" button was clicked after adding the "Healthcare 02 Setup" web part. If the lists/Library are still not created, delete the page and reapply the design.

📝 Issue: Missing Demo Items

Solution: Check if the lists items are present in the Site Contents. If the lists are empty, manually add demo items or reapply the design.


🌟 Best Practices🔗

🔁 Regular Updates

  • Keep Content Fresh: Regularly update the content on your SharePoint site to keep it relevant and engaging.
  • Monitor Performance: Regularly check the performance of your SharePoint site and make necessary adjustments to improve speed and user experience.

🎓 User Training

  • Provide Training: Offer training sessions for users to help them understand how to use the SharePoint site effectively.
  • Create Documentation: Develop comprehensive documentation to guide users on how to navigate and use the site.

🔐 Security Measures

  • Implement Security Protocols: Ensure that proper security measures are in place to protect sensitive information.
  • Regular Audits: Conduct regular security audits to identify and address potential vulnerabilities.

🗣️ User Feedback

  • Collect Feedback: Regularly collect feedback from users to understand their needs and improve the site accordingly.
  • Act on Feedback: Implement changes based on user feedback to enhance the overall user experience.

🤝 Collaboration

  • Encourage Collaboration: Promote collaboration among team members by providing tools and features that facilitate communication and teamwork.
  • Use SharePoint Features: Utilize SharePoint features such as document libraries, lists, and workflows to streamline collaboration and improve productivity.

🧑‍💼 User Permissions🔗

RolePermissions
OwnersFull control — manage app, lists, license, settings.
MembersContribute content such as links, documents, events.
VisitorsRead-only access. General audience viewing.
Stick to the least privilege principle. Review permissions regularly.

📦 Update Package🔗

For instructions on updating SharePoint packages: 👉 View Update Guide



🆘 Support🔗

For help or inquiries, contact SharePoint Designs: 🌐 www.sharepointdesigns.com 📧 support@sharepointdesigns.com