JacobsConnect Integration Playbook

1 JacobsConnect Integration Playbook Welcome to JacobsConnect - our company s intranet and employee collaboration platform. JacobsConnect helps us connect with our colleagues around the world, discuss ideas, share information and collaborate on projects. JacobsConnect also enables better communication across geographies and departments, and is an exciting way to collaborate with colleagues! This Playbook shows you how to get started. How do I login? Once your JacobsConnect account has been created, you will receive an email message which will include your username and password. Click the hyperlink in the email message, or: Go to: For legacy CH2M users, click the Legacy CH2M Log in button to sign in using the email address included in your welcome email and JacobsConnect password. For current Jacobs employees accessing remotely, or off the Jacobs network, click the Go to JacobsConnect button, and login using your Jacobs username (domain name\username) and password.

2 If you experience problems accessing JacobsConnect , try deleting your browser's cookies (followed by an optional system restart, if needed). For Jacobs employees, if the problem persists, submit a helpdesk ticket to the IT Global Service Desk. If you are a legacy CH2M user, please submit a ticket to the CH2M IT Help Desk. JacobsConnect works with most current web browsers; however, Google Chrome is the optimal and preferred web browser. Ground Rules and Recommendations JacobsConnect should be used responsibly, ethically and with a spirit of respect and inclusiveness. It is everyone s responsibility to help foster a positive community of networking, collaborating and problem solving within Jacobs. Know the Rules: Know and understand our official ground rules -- the JacobsConnect Terms and Conditions for use and our Global Guidance for Use of Social Media. Remember all global policies, including the Code of Conduct, apply to JacobsConnect .

3 For legacy CH2M users, please click here to view CH2M s Code of Conduct. Follow intellectual property rules. Don't upload any copyrighted, trademarked, or other content you didn't create. See Guidelines on posting images, documents, or videos that you do not have rights to. If you see something posted that violates our Terms and Conditions, company policies or content that is otherwise inappropriate, please use the Report Abuse feature. You can also report violations anonymously. For more information, visit the Ethics & Integrity Space in JacobsConnect or call the Jacobs Integrity Hotline - Toll-Free International Calling Codes. Related Documentation > JacobsConnect Objective and Benefits > JacobsConnect : What it is and What it is not Getting Started It is important to become familiar with the JacobsConnect homepage updated frequently with company news, featured content, blogs and photos. It also features quick links to your community activities within JacobsConnect and a list of the most commonly used tools and applications.

4 Click Your Inbox or visit Get Started for quick guides to familiarize yourself on how things work in JacobsConnect (hosted on Jive). For a quick tutorial video about getting started, view Jive Fundamentals Getting Started Menu training. Related Documentation > How to Navigate JacobsConnect Using the Top Horizontal Menu Bar > 10 JacobsConnect Tips in 10 Minutes Editing your profile Setting up your profile is an important first step to becoming active in JacobsConnect . Your profile provides an easy way for colleagues to learn more about your experience, skills and interests. To edit your profile: Click your avatar (located in the upper right-hand corner), and click Edit Profile. Under the Avatar and Photos tab, click Add Photo and follow the prompts. After your profile photo is uploaded, click to select an Avatar. Click the Your Profile tab to fill in editable information, such as: business card title, location at office site, biography, awards, projects, birthday, LinkedIn URL, etc.

5 Click Save. Select the Privacy Tab, and select visibility options for your profile fields. Select Save. Please note, some fields are not available and / or editable at this time, but are expected to be in the future as systems continue to be integrated. Related Documentation > How to Change Your Profile Photo > How to Set Up JacobsConnect Email Preferences Finding and Following There are several ways to find documents, people, Groups, and Spaces in the JacobsConnect community. Using the search bar is one of the easiest methods. Click the magnifying glass icon (located in the upper right-hand corner) to open Spotlight Search. Type in a search term and suggested content, people and places will display. To further filter your search, click Enter to access the full search page. Use the left-hand side menu to filter by more categories, including type of content (Content, People, Places) and when an item was last modified. To follow a person or place, begin by typing the name into the Search bar and click on the item.

6 Then click the Follow button located on the upper right-hand side of the page. You will automatically follow the person/place in your Connections Stream, unless you specify otherwise. Related Documentation > How to Effectively Use JacobsConnect Search > How Does JacobsConnect Search Work > How to Use Filters to Find People > How to Create a Custom Stream > How to Set Up JacobsConnect Email Preferences Contributing to the Community We encourage you to leverage JacobsConnect as one of your main sources to connect and collaborate with others. You have the ability to create status updates, discussions, documents, polls, blog posts and videos. Related Documentation > How to Create a Status Update > How to Create Discussions and Questions > @mentioning > How to Create and Upload Documents and Files Places: Spaces, Groups and Projects There are three types of Places in the JacobsConnect Community Spaces, Groups, and Projects. Spaces and Groups look the same and have similar functionality, but there are key differences in their purpose.

7 Please fully read the following information before requesting a Space or creating a Group: Spaces Groups Projects Generally reserved for official company content and can only be created by the JacobsConnect Community Management Team or Space Administrators. Followers receive an alert when there is new activity within a space. Most Spaces are public and can be viewed by all members of the community. Can be created by any member of the JacobsConnect Community. Typically formed by teams, committees, departments or units to share information or collaborate around a specific topic, project or interest. Do not include Sub-Groups but may have a project associated with them. Connected to a specific Space or Group. Lightweight project management tool offering a calendar, tasks and document storage. Should NOT be used to manage client projects. Creating / Requesting a Place Spaces: Any member, group or company organization may request a space for business-related activities or communications.

8 Sub-spaces can also be added by clicking the About tab and sending an e-mail request to the owner. To request a new Space (not connected to an existing Space), contact the JacobsConnect Advanced Support Team. Support will route the request to the appropriate Enterprise Community Manager(s) for evaluation. First-time Space owners/administrators are required to participate in a space administrator training session, provided by a JacobsConnect Community Management team member. This hands-on training will provide you with resources on managing and editing space content as well as permission guidelines. Groups: Before you create a group, consider your purpose and target audience. Is your Group limited to a specific team, or do you want to engage users from the greater community? You should also make sure a similar group does not already exist. Search through our current Groups using broad keywords and terms ( Excel, Sales Resources, Architecture, Ecology, and Health and Safety).

9 If a similar Group exists, the following actions can be taken for each Group Membership Type: Open group: Anyone can view content and participate. Click Join this Group to be added to the members list. To receive the updates on the latest activity, click Follow, and select the appropriate stream. Members Only group: Membership is open and non-members can view content, but must join to participate. Click Join this Group to contribute or Follow to view the Group s content. Private group: Membership is by approval / invitation only, and only members can view content and participate. Click Ask to Join this Group, and the Group moderator / owner will approve or reject membership. Secret group: Membership is by invitation only, only members may participate and the group is not listed in the group directory. Related Documentation > The Differences Among the 3 Types of Places (Space, Group, and Project) > Creating and Customizing Spaces and Groups Guide > Joining vs.

10 Following a Group > @mentioning > How to Create and Upload Documents and Files How do I get help? JacobsConnect Self-Help Training & Tools Offers documents and video tutorials, which cover a wide range of help topics. Quick access to this Space can be found by clicking Help on the main navigation bar and choosing JacobsConnect Help. JacobsConnect Help & Support Search for frequently and recently asked questions, and post your own questions related to JacobsConnect . IT Global Service Desk Submit a ticket for service or issues with JacobsConnect , o r contact a live agent via telephone.