Managed metadata in SharePoint is a powerful way to organise and classify content. I have completed two lists of data to show what can be done with Managed Metadata and the SharePoint Taxonomy store.
Department > Location > Document Type
The following hierarchically bulleted list, starting with the Department, followed by their associated Locations, and then further broken down into Document Type:
- Human Resources
- Head Office
- Employment Contracts
- Benefits Information
- Training Manuals
- Policies
- Code of Conduct
- Leave Policies
- Procedures
- Onboarding Process
- Performance Review Guidelines
- Regional Offices
- Leave Requests
- Performance Reviews
- Onboarding Checklists
- Policies
- Regional Leave Policy
- Performance Management Policy
- Procedures
- Regional Onboarding Process
- Performance Review Process
- Head Office
- Finance
- Corporate Finance
- Financial Statements
- Budget Proposals
- Policies
- Expense Reimbursement Policy
- Budget Approval Policy
- Procedures
- Expense Reporting Process
- Budget Allocation Process
- Branch Offices
- Expense Reports
- Invoices
- Petty Cash Logs
- Policies
- Branch Expense Policy
- Invoice Approval Policy
- Procedures
- Invoice Processing Procedure
- Petty Cash Replenishment Process
- Corporate Finance
- Legal
- Legal Department
- Contracts
- Legal Opinions
- Policies
- Contract Management Policy
- Legal Review Policy
- Procedures
- Contract Approval Process
- Legal Opinion Request Process
- Compliance
- Privacy Policies
- Regulatory Filings
- Policies
- Data Privacy Policy
- Compliance Reporting Policy
- Procedures
- Privacy Impact Assessment Process
- Regulatory Filing Procedure
- Legal Department
- Marketing
- Marketing Team
- Campaign Briefs
- Creative Briefs
- Policies
- Branding Guidelines
- Campaign Approval Policy
- Procedures
- Campaign Planning Process
- Creative Content Review Process
- Sales
- Sales Agreements
- Customer Surveys
- Policies
- Sales Contract Policy
- Customer Feedback Policy
- Procedures
- Sales Agreement Negotiation Process
- Customer Survey Analysis Process
- Marketing Team
- Operations
- Operations Centre
- Standard Operating Procedures
- Incident Reports
- Policies
- Incident Management Policy
- SOP Documentation Policy
- Procedures
- Incident Reporting Process
- SOP Review and Update Process
- Warehouses
- Inventory Lists
- Shipping Documents
- Policies
- Inventory Control Policy
- Shipping and Receiving Policy
- Procedures
- Inventory Count Process
- Shipping Documentation Process
- Operations Centre
- Research and Development
- R&D Labs
- Research Proposals
- Lab Notebooks
- Policies
- Research Ethics Policy
- Intellectual Property Policy
- Procedures
- Research Proposal Submission Process
- IP Protection Process
- Product Development
- Prototypes
- Design Specifications
- Policies
- Product Development Policy
- Prototype Testing Policy
- Procedures
- Prototype Iteration Process
- Design Review Process
- R&D Labs
Function > Activity > Sub-Activity
The following sample hierarchically bulleted list, starting with Functions, followed by their associated Activities, and then further broken down into Sub-Activities:
- Finance
- Budgeting
- Accounts Payable
- Accounts Receivable
- Financial Reporting
- Balance Sheets
- Income Statements
- Budgeting
- Human Resources
- Recruitment
- Job Postings
- Interviews
- Employee Onboarding
- Paperwork
- Training Sessions
- Recruitment
- Legal
- Contract Management
- Vendor Agreements
- Client Contracts
- Compliance
- Regulatory Filings
- Audits
- Contract Management
- Marketing
- Campaign Planning
- Social Media
- Email Marketing
- Branding
- Logo Design
- Taglines
- Campaign Planning
- Operations
- Inventory Control
- Stock Replenishment
- Warehouse Management
- Logistics
- Shipping
- Distribution
- Inventory Control
- Research and Development
- Product Development
- Prototyping
- Testing
- Innovation
- Idea Generation
- Patent Research
- Product Development