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Questionnaire: Outlook for Admins with a Shared Mailbox
"
*
" indicates required fields
Rate yourself on a scale of 0 to 5, with 5 being high and 0 denoting no knowledge or zero skill level.
Name
*
First
Last
Company
*
Position
Course Date
*
DD slash MM slash YYYY
Email
*
Indicate whether this is a Pre Course or Post Course Assessment
*
- select -
Pre Course Assessment
Post Course Assessment
Q1. Customise your Outlook Views
1.1 I know how to view my upcoming appointments/meetings from my Inbox?
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0
1 - Low
2
3 - Average
4
5 - High
1.2 I know how to navigate around the various Menus in Outlook (Home, Send/Receive, Folder & View)?
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0
1 - Low
2
3 - Average
4
5 - High
1.3 I understand how to change my Email Inbox view from Compact to Single-Line view?
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0
1 - Low
2
3 - Average
4
5 - High
1.4 I know how to Add/Remove or move Columns in my Inbox?
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0
1 - Low
2
3 - Average
4
5 - High
1.5 I can use the "Show as Conversation" feature?
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0
1 - Low
2
3 - Average
4
5 - High
1.6 I know how to remove the "Reading Pane" from my Inbox?
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0
1 - Low
2
3 - Average
4
5 - High
1.7 I know how to remove the "Message Preview" from my Inbox?
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0
1 - Low
2
3 - Average
4
5 - High
1.8 I know how to create and save my Inbox Views?
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0
1 - Low
2
3 - Average
4
5 - High
1.9 I am able to Display my To Do Bar from my Inbox and Calendar views?
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0
1 - Low
2
3 - Average
4
5 - High
1.10 I know how to enable/disable "Focused Inbox"?
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0
1 - Low
2
3 - Average
4
5 - High
Q1: Average Skill Level For This Section
Q2. Email Productivity
2.1 I feel in control of MY "Inbox"?
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0
1 - Low
2
3 - Average
4
5 - High
2.2 My "Email Folders" are organised and seem to work well for me?
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0
1 - Low
2
3 - Average
4
5 - High
2.3 I know how to use the hidden features of "Search" to find emails I need quickly?
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1 - Low
2
3 - Average
4
5 - High
2.4 I know the various “Send Options” available when sending emails? (Delivery Delay, Read Receipts etc.)
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0
1 - Low
2
3 - Average
4
5 - High
2.5 I am not distracted by emails as they arrive in my Inbox?
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0
1 - Low
2
3 - Average
4
5 - High
2.6 I flag important emails for action or follow up with due dates so I can track them easily?
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0
1 - Low
2
3 - Average
4
5 - High
2.7 I file emails in one of my Email Folders when I've finished with them?
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0
1 - Low
2
3 - Average
4
5 - High
2.8 I respond in a timely manner to emails requiring action on my part?
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0
1 - Low
2
3 - Average
4
5 - High
2.9 I'm good at opening an email and dealing with it once! I tend not to handle an email multiple times?
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0
1 - Low
2
3 - Average
4
5 - High
2.10 I know how to Copy/Move emails to a Meeting or Appointment?
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0
1 - Low
2
3 - Average
4
5 - High
Q2: Average Skill Level For This Section
Q3. Working in a "Shared Mailbox"
3.1 We have documented system in place for our workflow so we can identify who is actioning what email?
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0
1 - Low
2
3 - Average
4
5 - High
3.2 People generally follow the above agreed workflow?
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0
1 - Low
2
3 - Average
4
5 - High
3.3 Emails that arrive in the Shared Mailbox are picked up by or allocated to someone very quickly?
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0
1 - Low
2
3 - Average
4
5 - High
3.4 It is easy for us all to see whether an email has been dealt with or its current status (Labels or Folders)?
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0
1 - Low
2
3 - Average
4
5 - High
3.5 We know how to create Rules for our Shared Mailbox to perhaps automate some actions?
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0
1 - Low
2
3 - Average
4
5 - High
3.6 I know how to search for emails in our "Shared Mailbox"?
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0
1 - Low
2
3 - Average
4
5 - High
3.7 We have set up some templated replies/responses to help speed up our response time?
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0
1 - Low
2
3 - Average
4
5 - High
3.8 I know how to set up some Filtered Mailbox views to help me keep track of emails I am responsible for?
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0
1 - Low
2
3 - Average
4
5 - High
3.9 I know how to change the email address from where it is being sent from?
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0
1 - Low
2
3 - Average
4
5 - High
3.10 I know how to create a Calendar appointment or even a Task from an email in our Shared Mailbox?
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0
1 - Low
2
3 - Average
4
5 - High
Q3: Average Skill Level For This Section
Q4. Calendar Productivity
4.1 I proactively use my Outlook Calendar as a Planner to help me manage my time?
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0
1 - Low
2
3 - Average
4
5 - High
4.2 I know how to switch between the different "Calendar Views" available?
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0
1 - Low
2
3 - Average
4
5 - High
4.3 I understand what the "Show As" option is there for?
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0
1 - Low
2
3 - Average
4
5 - High
4.4 I use the "Notes Area" within a Calendar appointment/Meeting Invite to send meeting agendas, attachments, make notes etc?
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0
1 - Low
2
3 - Average
4
5 - High
4.5 I can mark appointments private if required?
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0
1 - Low
2
3 - Average
4
5 - High
4.6 I know how to use the Scheduling Assistant for Meetings?
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0
1 - Low
2
3 - Average
4
5 - High
4.7 I know how to "Track Responses" from attendees when setting up meetings?
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0
1 - Low
2
3 - Average
4
5 - High
4.8 I use Colour Categories to highlight different types of Calendar entries?
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0
1 - Low
2
3 - Average
4
5 - High
4.9 I know how to create All Day/Multiple Day “Events”?
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0
1 - Low
2
3 - Average
4
5 - High
4.10 I know how to change settings so that my Calendar is the first thing I see when opening Outlook?
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0
1 - Low
2
3 - Average
4
5 - High
Q4: Average Skill Level For This Section
Q5. Other Outlook Features
5.2 I know how to easily Copy Tasks to my Calendar?
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0
1 - Low
2
3 - Average
4
5 - High
5.6 I am able to set up various types of "Rules & Alerts" to help me sort my incoming emails automatically?
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0
1 - Low
2
3 - Average
4
5 - High
5.1 I know how to manage and change Email "Rules & Alerts" I have set up?
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- select -
0
1 - Low
2
3 - Average
4
5 - High
5.3 I know how to set up and use "Email Search Folders"?
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0
1 - Low
2
3 - Average
4
5 - High
5.4 I know how to Open my Calendar in another window?
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0
1 - Low
2
3 - Average
4
5 - High
5.5 I am familiar with the "Reply with Meeting" function?
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0
1 - Low
2
3 - Average
4
5 - High
5.7 I know how to create a Task from an Email?
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0
1 - Low
2
3 - Average
4
5 - High
5.8 I know how to copy a Task to my Calendar?
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0
1 - Low
2
3 - Average
4
5 - High
5.9 I know how to track my Flagged Emails or Tasks from my To Do Bar or MS To Do?
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- select -
0
1 - Low
2
3 - Average
4
5 - High
5.10 I know how to delay the sending of an email?
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- select -
0
1 - Low
2
3 - Average
4
5 - High
Q5: Average Skill Level For This Section
Summary
Your Overall "Outlook for Admins with a Shared Mailbox" Skill level is:
Please ensure ALL fields are complete, a copy of the results will be delivered to you via email. Be sure to check your Junk Email Folder. If you do not receive your results via return email within a few hours, can you please email accounts@lingfordconsulting.com.au and request a copy.
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