Microsoft 365 – Page 8

Create questions for a form in Forms

2021-09-10/in Employee, English, Forms, Microsoft 365, Student

In this manual we will show all types of questions that can be created in a form. Use a form to collect data, for example through a survey. If you want to create a quiz with right and wrong answers instead, se our manual for that. (link)

Add a new question

Open the form you want to add questions to.
Select Add new to add a new question.
You will see a panel with the options: Choice, Text, Rating, and Date. Select the question you want to add. You can also select the arrow to get more questions to choose from (Ranking, Likert, File upload or Net Promoter Score).
These settings are available for all question types:
1. Copy the question.
2. Delete the question.
3. Change the order of the question (move it up or down).
4. Insert media, you can choose an image or a video.
5. Decide if the question requires an answer.

Question types

In this section we describe the different types of questions you can add to a form.

Choice question

A choice question allows you to add answer options to a question. You can add more than 100 different options. Below we describe the different settings you can make when creating a question.

choice question

Add your question.
Add an option.
Add the “Other” option.
Decide if the respondents can choose multiple answers.
Select the three dots to get more options: shuffle options, drop-down list, subtitle or add branching.
Select Add new to save the question and add another one.

Text question

A text question allows the respondents to write a text to answer the question.

text question

Add your question, and possibly a description/clarification.
Decide if the respondents will be able to write a long answer.
Select the three dots to add a subtitle, restrictions or add branching.
Select Add new to save the question and add another one.

Rating question

A rating question allows the respondents to rate a statement from 1 to 10.

Add your question.
Choose the levels, the maximum level is 10.
Choose the symbol, you can choose either stars or numbers.
Select the three dots to add a subtitle, label or branching.
Select Add new to save the question and add another one.

Date question

A date question lets the respondents choose a date to answer the question.

date question

Add your question.
The respondent can add their answer by typing the date or choosing it from the calendar.
Select the three dots to add a subtitle or branching.
Select Add new to save the question and add another one.

Ranking question

A ranking question allows the respondents to grade the options by dragging and dropping them.

Select the arrow, and then Ranking.
Add your question.
Select Add option to add more answer options. The maximum is 10.
Select the three dots to add a subtitle or branching.
Select Add new to save the question and add another one.

Likert question

A Likert question allows the respondents to grade their perception of something.

Select the arrow, and then Likert.
Add your question.
Select the plus sign to the right to add more answer options. You can add a maximum of 7. Click on an option to edit or delete it.
Select Add statement to add more statements (rows). You can add a maximum of 20. Click on a statement to edit or delete it.
Select the three dots to add a subtitle or branching.
Select Add new to save the question and add another one.

File upload question

A file upload allows the respondents to upload a file as an answer to the question.

Select the arrow, and then File upload.
Add your question.
Select the arrow next to File number limit to decide how many files the respondent can upload. The maximum is 10 files.
Select the arrow next to Single file size limit to decide the size limit (10MB, 100MD or 1GB).
Select the tree dots to add a subtitle or branching. You can also choose the allowed file types (see picture).
Select Add new to save the question and add another one.

Net Promoter Score question

A Net Promoter Score question allows the respondents to grade a statement from 1 to 10.

Select the arrow, and then Net Promoter Score.
Add your question.
Select Not at all likely and Extremely likely to change the text.
Select the three dots to add a subtitle or branching.
Select Add new to save the question and add another one.

Create a form or quiz in Forms

2021-09-10/in Employee, English, Forms, Microsoft 365, Student

In this manual we decribe how to create a form or quiz in Forms.

Open your browser, go to www.m365.umu.se and sign in with your Umu-id.
Select Forms in the menu to the left.
Select New quiz to create a quiz.
Or select the arrow and then New form to create a form.
A new window will open. Select Untitled form to change the title of the form. If you create a quiz, it will say Untitled quiz instead.

Share a form or quiz to collaborate in Forms

2021-09-10/in Employee, English, Forms, Microsoft 365, Student

In this manual we show you how to share a forms or quiz to collaborate. If you want to share a form or quiz as a template (i.e., dublicate the form) see this manual: Share a form as a template in Forms

Open the form/quiz you want to collaborate on with others.
Click on the three dots in the upper right corner, then select Collaborate or Duplicate.
Select Get a link to view and edit below the headline Share to Collaborate.
A link will be created, but before you copy it you can select the arrow to decide the permissions.
Select who will have access to the form/quiz. The ones you choose will be able to both view and edit it.
- Choose Users with an Office 365 work or school account can view and edit if you want to share to everyone (regardless of organization) who has an Office 365 work or school account.
- Choose People in my organization can view and edit if you want to share to someone at Umeå University.
- Choose Specific people in my organization can view and edit if you want to share to specific people at Umeå University. Then, you will have to enter their name, email address or a group.
Select Copy and send the link to the people you wish to collaborate with.

Share a form as a template in Forms

2021-09-10/in Employee, English, Forms, Microsoft 365, Student

In this manual, we will show you how to share a form (survey) or a questionnaire (test, quiz) as a template. The purpose of sharing a form as a template is that you can share the form to a colleague or yourself to start from (a template). If you want to share a form to collaborate with a friend, see this manual: Share a form or quiz to collaborate in Forms

Open the form or quiz you want to share as a template.
Click on the three dots in the right corner, and select collaborate or duplicate.

3. Click on the + sign below share to collaborate.

4. Click on the arrow to view the options of who you can collaborate with.

5. Choose who you want to collaborate with by selecting the arrow to make sure the right person has access to view and edit through the link.

Select Users with a work or school account for Office 365 can view and edit to share with everyone (regardless of organization) with office 365 work or school account.
Select People in my organization can view and edit if you want to share with colleagues at Umeå University.
Select Specific people in my organization can view and edit if you want to share with a specific person at Umeå University.A list will come up where you enter the email address.

6. If you’re done, click Copy and then send the link to the person you wish to collaborate with.

7. If you’re unsure, kick the arrow again to correct the sharing settings.

How to find and install Whiteboard

2021-01-29/in Employee, English, Microsoft 365, Student, Whiteboard

Whiteboard is available in different versions; a web app, a desktop app for Windows and a mobile app for iOS.

Find the Whiteboard Web App

To access Whiteboard on the Web:

Go to the university website for Office 365
Log in with your Umu ID and password
You will find an icon for Whiteboard in the bottom left column.

Option 1 to download Whiteboard to Windows

Open the Software Center on your computer.
Locate Microsoft Whiteboard in the list of applications.
Click the Microsoft Whiteboard icon.
Then click ‘Install’ .

Option 2 to download Whiteboard to Windows

Open the Microsoft Store on your computer.
Use the search function to find the Microsoft Whiteboard.
Once you’ve found the app, select ‘Get‘
If you get a dialogue box asking you to log in, select ‘No‘.
Your Microsoft Whiteboard download and installation should now start. It may take some time to install.
Microsoft Whiteboard is now ready to use on your computer!
When you open the app for the first time, you may be asked to log in. Then log in with: umuid@ad.umu.se + Umui-id password.

Frequently asked questions about OneDrive

2020-10-22/in Employee, English, Microsoft 365, OneDrive, Student

Onedrive FAQ

How do I transfer files to OneDrive?

You can either upload files directly from OneDrive in the portal (m365.umu.se) or in OneDrive in windows explorer on your computer by dragging and dropping the files in the folder OneDrive – Umeå University.

Files in OneDrive

Can I create folders in OneDrive?

Yes, you can create folders in OneDrive. Either directly in windows explorer or in OneDrive on the portal (m365.umu.se).

Can I give a colleague access to a file in my OneDrive?

Yes, you can share files or folders with a colleague. If you share a document, the colleague will have access to the latest version. This means that if you change the document, the colleague will also see it without you having to send the document again.

You can choose whether the colleague should be able to edit the document or just read it. If you choose to edit it, you will also be able to edit the document at the same time.

Share files and folders

Can I see which files I have shared with others?

Yes, in OneDrive on the portal (m365.umu.se) you can see which files you have shared.

See files you shared in OneDrive

Can I see which files others have shared with me?

Yes, in addition to receiving an email when someone has shared a file with you, you can see in OneDrive on the portal (o365.umu.se) which files others have shared with you.

See files shared with you in OneDrive

Can I stop sharing a document?

Yes, in OneDrive you can stop sharing a document.

Stop sharing files in OneDrive

What happens if I accidentally delete a file in my OneDrive?

If you accidentally delete files in your OneDrive, it is possible to restore them. The files can be restored from the OneDrive trash via the portal (m365.umu.se) for 30 days. In the instruction below you can find information about how to restore your files.

Restore deleted files or folders in OneDrive

After 30 days, the files are placed in a secondary trash can for 60 days before disappearing. You can find a link to your secondary trash at the bottom of the page of your OneDrive trash.

Your files are stored in the recycle bin for a total of 90 days. The same applies to files in teams or shared libraries.

Where are the files physically stored?

The files you store in OneDrive are stored in Microsoft Datacenter. Umeå University has decided that all data will be stored within Europe.

Can I use OneDrive if I use a Mac?

Yes, you can use OneDrive if you use a Mac.

Inviting multiple users to a team in Teams

2020-10-22/in Employee, English, Microsoft 365, Student, Teams

Here are two tips on how to invite members to join a team themselves. Note that these options only work for users with an account at Umeå University.

Invite with a code

All teams have a code that can be used to join the team. The person using the code will join the team immediately. Please note that only people with Umu accounts can connect with a code and that everyone that has access to the code can connect with the team without your permission.

Get the team code

Go to your team. Select the three dots to the right of the team name.
Click Manage Teams.
Go to Settings.
Select Team Code.
Click Generate to generate the code that you can copy and share to the people you want to invite to your team.

Join teams with a code

Go to Microsoft Teams and select the Team tab.
Click Join or create a team.
In the next screen you will get the option to create a team or join with a code. Paste the code to join the team.

Invite with link

You can also invite members to your team by sending them a link to the team. With this alternative, the owner of the team needs to accept or deny access to the team.

Go to your team. Select the three dots to the right of the team name.
Click on Get link to team.
You will then receive a link to copy and send to the members.
When they click on the link they can ask to join the team. The owner receives notifications in Teams and by email and can decide to accept or deny access to the team.
You can also find pending request by going to your team, clicking Manage teams and looking in the Pending requests tab.

Frequently asked questions about Teams

2020-10-22/in Employee, English, Microsoft 365, Student, Teams

Meetings in Teams

How many people can you see at the same time during a meeting in Teams?

It is possible to see 49 people at a time during a meeting.

Does the meeting automatically end when the meeting goes over time?

No, the meeting only ends when someone chooses to end the meeting or all participants have left it.

How many can participate in a Team Meeting?

250 people can attend a meeting.

Can I book a Teams meeting via Outlook?

Yes, you can schedule a Teams meeting directly in Outlook. To do this, you need to have Teams installed on your computer.

Can I raise my hand during a Teams meeting?

Yes, it is possible to raise your hand during a meeting.

Raising your hand during a Teams meeting

Can I use Whiteboard during a Teams meeting?

Yes, you can use Whiteboard during a Teams meeting. To start a whiteboard, click the share screen button. Once you click there, you can select Whiteboard.

If you want more features, it is recommended to download Microsoft Whiteboard to your computer.

Frequently asked questions about Whiteboard

Can I moderate a meeting in Teams?

Yes, you can choose to mute participants’ microphones, invite more participants or remove participants during an ongoing meeting. You can also choose whether participants should have the opportunity to activate their microphone during the meeting and whether the chat should be available.

Can I set up a lobby for Teams meetings?

Yes. You can choose to exclude all, external or none at all. You as the creator of the meeting will always be able to join the meeting.

Change participant settings for a Teams meeting

Is it possible to divide the meeting into breakout rooms?

Yes, it is possible to divide the meeting into smaller groups (breakout rooms). Only the booker of the meeting can create breakout rooms.

Can I invite an entire team to a meeting?

Yes, if you book the meeting via Teams, you can add the meeting to a channel in a team.

Schedule a meeting in Teams

Can I record a meeting?

Yes, if you click on the three dots in a meeting, you can choose to record it. It is important that you always inform the participants beforehand so that they can decide whether it is okay to be recorded or not. All participants in the meeting will get a popup telling them that the meeting is being recorded.

Record a meeting in Teams

Team

What is the difference between a private and a public team?

There are some differences between having a private and a public team.

Private team: A private team is only available to the people you invite or approve. In most cases, you should choose a private team.

Public team: A public team is available to everyone at Umeå University. This means that when someone searches for teams, they can find your team in a list and can then join without your approval. All files and content in a team is searchable for members of a team.

Both students and staff can see and join public teams.

How many channels can I create?

You can create 200 standard channels and 30 private channels in a team.

What is a private channel?

A private channel is only available to the people you specify should have access to the channel. The people must be participants in the team. It does not work to only invite one person to a private channel but not to the team in general.

Create a private channel

Can everyone in a team create channels?

It depends on the attribute set by the team owner. Under Manage teams the team owner can choose whether a member can create and delete channels. There are also more settings that can be customized.

Manage team settings and permissions in Teams

When I create a team, what type should I use?

Of the four options provided (Class, PLC, Personal, Other), the last type “Other” is to be used. This is without formatting and gives you the opportunity to build your team completely according to your needs.

What is the difference between being an owner and a member of a team?

An owner of a team is the one who administrates the team. The owner can add and remove members and decide what the members should have permissions to do in a team. It is possible to have several owners of a team.

Adding members and changing ownership in Teams

What happens if someone accidentally deletes a file?

If someone accidentally deletes files in a team, the files can be downloaded from the team’s trash in SharePoint, where they are stored for 30 days. After 30 days, the files are placed in a secondary trash can for 60 days before disappearing. Your files are stored in the Trash for 90 days.

Delete and restore files in Teams

What is the difference between Chat and Posts in a Team?

The chat function allows you to communicate with individual colleagues or groups in text and conversation.

To create areas for collaboration, you are recommended to create a team. The conversations under Posts in the team are visible to everyone in the team and unlike in the chat, the conversations are tied together in threads to keep the current topic together.

In the chat, you communicate in a constant flow while conversations under Posts in teams are divided into threads for easier follow-up in the collaboration. You can use the chat for everyday talk and short conversations, while Posts in teams can be seen as a more formal forum.

Can I move files to another channel or team?

Yes, you can move files. Click on the three dots and then choose Move. You can also open the files in Sharepoint for easier handling of the files.

Can I create “subchannels”?

No, you can only create channels in a team.

Can I change the name of a team?

Yes, it is possible to change the name of a team. Keep in mind that all teams get their own SharePoint site, these cannot be renamed. This means that when you change the name of your team in Teams, this is just a display name. The SharePoint site will still retain the original name.

Can I rename a channel?

Yes, it is possible to rename a channel. To do this, click on the three dots and then Edit this channel. Here, too, the original name will remain in the associated document library in SharePoint.

Why are the team files in SharePoint?

When you create a team, a Sharepoint is also created in the background. The files are technically stored in SharePoint, but you can manage them directly in Teams. Sharepoint makes it possible to share files in Microsoft 365.

Can I invite an external participant to Teams?

You can add external people as a guest in Teams. Anyone who has an email account, such as Outlook, Gmail or similar, can join your team as a guest.

Add guests to your team

What can an external participant (guest) do in a team?

A guest can do everything that other participants in a team can do, except add tabs. The owner of the team can also set whether the guest should be allowed to create channels or not in a team.

Manage team settings and permissions in Teams

Can you add AD groups to a team?

No, this is not possible at present. We hope to be able to offer this in the future.

Why do I not have the AutoSave feature in Word?

It depends on which version of the office suite you have. If you download Office from the portal (m365.umu.se), you will have the opportunity to use Save automatically in Word, Excel and PowerPoint.

Can I create folders for files?

Yes, you can build your folder structure just like on your computer. Create folders in the file area for each channel exactly as you want.

Is there any difference to edit from the desktop app or directly in teams?

In the desktop app, you have the opportunity to do more advanced functions. Otherwise, it’s the same thing to edit directly in the Teams or desktop app. If you choose to open in the desktop app and save, it will be saved automatically in the team, so you do not need to download a copy, and all members will have access to your changes.

If you work in the desktop app at the same time as your colleagues, we recommend that you download the Office package from the portal so that you get the function “Save automatically”. You will then, just like in the web, see where your colleagues edit (otherwise you need to save regularly for your colleagues to see your changes).

How do I get notified that something is happening in Teams?

You can set notifications in general for the entire program.

You can also set notifications for specific channels in a team. You can choose how you want to be notified for each channel.

Can students use Microsoft Teams?

Yes, students have access to Microsoft 365.

Can I view previous versions of a document?

Yes, you can see previous versions and even revert to previous versions if you want.

View previous versions of a document

Can I move posts between different teams or channels?

No, unfortunately it is not possible to move posts between different teams or channels.

Chat

Can I have a chat with several people?

Yes, it is possible to create a chat with several people. Enter the names one after another when starting a new chat. You can also invite more people to an existing chat by clicking on the plus icon in the top right corner.

Start a chat in Teams

Can I delete a chat?

Yes, you can delete a chat, it will be permanently deleted for you, but not for the person you are chatting with. You can however delete your own instant messages, but only one at a time. To delete a message, click on the three dots on your message and then click on Delete.

Can I leave a chat?

Yes, you can choose to exit a chat by clicking on the three dots that appear if you move the mouse pointer to the chat name and then click Leave.

Instructions for an online defence of doctoral thesis

2020-05-28/in Employee, English, Student, Teams, Zoom

Instructions for an online defence of doctoral thesis (PDF)

These instructions concerns Triple Helix and Aula Biologica.

Preparations for an online defence of doctoral thesis

Select an alternative host

Make sure there is a person on site during your online defence who can moderate and administer the meeting. Selecting an alternative host is a way to make sure that the online defence of your doctoral thesis can be carried out with fewer disruptions. The alternative host can, for example, moderate the chat, turn off the microphone and camera of participants or remove disturbing participants.

Decide which online service to use

In Triple Helix, you have three online services available that are suitable for online defences of doctoral theses: Zoom, Teams and Starleaf. In the list below you can see an overview of the different services.

Functionality in Zoom and Teams

	Zoom	Teams
Hold an audio and video meeting	x	x
Chat	x	x
Show a presentation/share a screen	x	x
Share documents during a meeting	x	x
Manage participants during an ongoing meeting	x	x
Allow active participation	x	x
Record meeting	x	x
Control who accesses the meeting	x	x
Maximum number of participants	500	10000
Maximum number of streamed videos	49	49
Dial-in allowed	x	x

Book your defence of the doctoral thesis in two services

Once you have chosen a service, it is time to book your defence of the doctoral thesis. We recommend that you book with two different services – a primary and a secondary service. This is to make sure that the meeting an be carried out even if one of the services for some reason malfunctions.

For Teams and Zoom, you can create a meeting yourself using your chose service.

Create your digital meeting and managing a waiting room

When using Zoom and Teams, there is a feature for having a digital waiting room for the participants. The digital waiting room can be used for the participants to make sure technology will cope but also to keep track of who has joined the meeting. As a host, you can manually allow participants to join the meeting one by one or let everyone in at once.

You can also post a personal note to all participants in the waiting room containing for instance a description of the agenda for the defence of the thesis or guidelines for audience participation.

Set up a Zoom meeting

Book a meeting in Zoom, Manual

We recommend that you use a waiting room when creating your meeting in Zoom instead of using a password. If you choose to use a waiting room you can also choose Enable join before host, to let the participants connect before you – to be able to test their technology in the waiting room. You can find the setting under Advanced options.

You can also choose if you want the participants’ microphones to be muted when they join the meeting. This option minimizes interference, for example if someone connects late.

Advanced options in Zoom

Set up a Teams meeting

Book a meeting in Teams, Microsoft

When you set up a meeting in Teams with Outlook, you can change your meeting options by clicking the cogwheel symbol. Options can be changed after this, for example before your meeting.

Change an already booked meeting’s settings

Go to your Outlook booking and, double-click the calendar event to see details of the meeting.
Below the link to join the meeting you will find a link labelled Meeting options (Mötesalternativ). Click the link.

You will be shown a view with further settings:

Who can bypass the lobby? (Vilka kan gå förbi lobbyn?) There are a few options.
Allowing dial-in users to bypass the lobby should always be set to No.
Notify the host when a dial-in user leaves the meeting – tick “Yes” if you want to hear a signal each time a participant leaves or joins the meeting.
Who can share their screen? A recommendation is to allow at least a chairperson or host to share their screen beside you. Choose by inviting people into the meeting and choose their names in the list. There are four options:
- Everyone
- Everyone in my organisation
- Some individuals
- Only me.
You can then choose whether the participants should be allowed to activate their microphone and camera, whether the chat should be activated and whether the participants can use reactions, for example raising their hands.
Note, if you select No on the option to allow microphone and camera, the participants will not be able to activate these during the meeting. However, you can activate them for the participants or change this setting afterwards.

Provide information about the defence of the doctoral thesis and share links

Wherever you publish information about your public defence of the doctoral thesis, you must also include the links to the meeting. This because defences of theses are public events that must be open to the public, even if they take place online.

You must also state which online service is primary and which online service is secondary.

Give your audience a few advice in your invitation

To create good conditions for your online defence of doctoral thesis, it can be a good idea to send your participants som advice when you publish your invitation. For example:

Ask your participants to download the software necessary for participation in the meeting.
Ask your participants to join the meeting through the assigned services no later than 10–15 minutes prior to the start of the defence so that everyone has time to check their internet connection and technology before the event starts.
Ask participants to turn off their microphones and video when joining the meeting to minimize the risk of unintentional interference. The microphone can be activated later if they want to ask questions or interact in another way.
Encourage participants to activate their video when they connect if the bandwidth allows it.

Check out your booked room

A dew days before the meeting, check the room and the technology a couple of days before the meeting to make sure that all equipment is present and working properly.

Preparations for the online defence of the doctoral thesis

Schedule an hour before the meeting to make sure that all your technology and your digital meeting is working as intended. Use a local area network, i.e. a network cable, instead of wifi.

The Campus Services Office will always supply a technician onsite who will help you with the technology during the start of the meeting.

Start the online defence of the doctoral thesis about 15 minutes before the set time so that the audience can join in the waiting room and test their technology.

During the online defence of the doctoral thesis

Waiting room

Here you will find instructions on how to handle the waiting room once you are in the meeting. You can always go back and change the settings, even after the meeting has started.

Waiting room in Zoom

When someone has joined your waiting room and want to join the meeting, a pop-up box will appear at the bottom of the screen. You can choose to view the waiting room or let the participant join. Viewing the waiting room can be necessary if several people wish to join simultaneously. You can reach the waiting room via the icon labelled Participants.

Participants Zoom

Waiting room (lobby) in Teams

If you have set up a lobby, you will get a box in the middle of the screen that informs you of who wants to join the meeting. You can choose to approve or deny entry or go to the participant list at the top. This can be relevant if there are many people who wants to connect at the same time.

Lobby in Teams

Manage participants

In all three online services the host can manage participants. This means that the host can turn off both microphones and videos for participants who has these turned on (if this disrupts the meeting). The host can also remove a participant if necessary. This option is found under Security in Zoom.

Depending on what setup you have for the online defence of the thesis, the host may need to keep an eye on the chat in case the audience wants to ask questions. Both Zoom and Teams also offers an option to raise your hand, or to contribute with reactions.

Any questions?

Please contact Servicedesk or Infocenter so we can help you with the online solutions.

Inviting members to a team or channel in Teams

2020-03-17/in Employee, English, Microsoft 365, Teams

In this manual we describe how to invite members to your team using different methods. Please note that it is possible to invite both internal and external members at the same time. We also describe how an external can join a team.

Inviting an internal member

Find the team that members will be invited to.
Choose the 3 dots to the right of the Team name.
Click Add member.
Search for and choose the persons name from the list and then click on Add. If you wish to add more than one member at the same time, just keep typing in the names.
When you have chosen your members you must give them rights and permissions. Click on them individually and choose: Owner or Member.

Remember that all students are also in our system. To be sure that you invite the right person, use the Umu-id or email address.

Inviting external members

There are two ways in which to invite external members. Alternative 1 is preferable.

Alternative 1:

Choose the 3 dots to the right of the Team name and then choose Add member.
Choose Add member. Write in the persons email address in the window and then choose Add. The person will automatically be added as a Guest.

Alternative 2:

Choose the 3 dots to the right of the Team name.
Choose ”Get link to team” > Send to the external person.

Connect as an external

If you, as an external person are invited to a team in an UMU environment, it is easiest to open an incognnito window and open the invitation link from there. This is to avoid conflicts if you already work with Teams in your own organization.

When you’re asked to sign in, you can do so using your UMU-email address or you UMU-id (umu-id@ad.umu.se).

You wont see the team among your other teams in your organization’s environment. You will find the team in your profile i Teams, and will then need to log into UMU’s environment.
Image showing how to se your external teams