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Installation

⚙️ Installation Instructions​

  • Upload the spd-healthcare-03.sppkg file to your App Catalog

  • Navigate to your modern SharePoint site.

  • Click the Settings (gear) icon → Select “Add an app”

  • Choose Healthcare 03 by SharePoint Designs

  • 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. Open the Site Setup panel from the top suite bar.

  2. You will land on the Welcome screen.

  3. This screen provides an overview of what will be configured:

    • Organization details
    • Branding and theme
    • Automatic deployment of web parts

  4. Click Get Started to proceed.

📸 View Apply template Screenshots

🔹 Step 2: Organization Details​

  1. Enter the required Contact Information:

    • First Name
    • Last Name

  2. Fill in Company Information:

    • Company Name
    • Industry
    • Number of Employees

  3. Provide additional details:

    • Vision
    • Mission

  4. Click Next to continue.

📸 View Apply Template Screenshots

🔹 Step 3: Branding​

  1. Upload your organization branding:

    • Company Logo
    • Favicon

  2. Configure regional settings if required:

    • Click Open Regional Settings

  3. Apply site theme:

    • Click Open Brand Center to choose or create a theme

  4. Once done, click Review & Apply

📸 View Apply Template Screenshots

🔹 Step 4: Review Configuration​

  1. Review all the configured details:

    • Organization Details
    • Branding Settings

  2. Check the What will be created section:

    • SharePoint Lists
    • Document Libraries
    • Home Page
    • Branding Assets

  3. Click Apply Template to start the setup process.

Details

📸 View Apply Template Screenshots

🔹 Step 5: Setup Completion​

  1. The system will begin configuring your site and display a Configuration Summary.

  2. You can track:

    • List creation progress
    • Library setup
    • Web part deployment

  3. Once completed, a success message will appear:
    “Site Setup Complete!”

  4. Click View New Home Page to open your newly created site.

📸 View Apply Template Screenshots

💡 Note:

  • If any step fails during setup, it will be highlighted in the configuration summary.
  • Do not refresh the page while the setup is in progress.

🔑 Activating 30 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 30-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:

  • 📄 Appointments (List)
  • 📄 Quick Links (List)
  • 📄 Anniversaries (List)
  • 📄 Mindfullness (List)
  • 📄 Events (List)
  • 🖼️ Training Videos (Library)
  • 📄 Facilities (List)

Mock data is also auto-added for:

  • Appointments
  • Quicklinks
  • Anniversaries
  • Mindfullness
  • Training Videos
  • Facilities

No manual configuration required after clicking the Apply template button.

🧹 Uninstall Guide​

Follow the steps below to uninstall the Healthcare Intranet Design 3 by SharePoint Designs app from your SharePoint site:

  1. Go to your SharePoint site and click on Site Contents from the left side navigation or the settings menu.
  2. Find Healthcare Intranet Design 3 by SharePoint Designs in the list of installed apps.
  3. Click the three dots (···) next to the app name and select "Remove".
  4. If prompted to switch to the Classic Experience, follow the prompt to proceed.
  5. In 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 03 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.

🆘 Support​

Please contact SharePoint Designs 🌐 www.sharepointdesigns.com 📧 support@sharepointdesigns.com