Aims

This course is geared towards people using a SharePoint environment as basic user. During this course users are taken through the best practice ways of using and working within a SharePoint environment. This is a non-technical course.

Pre-Requisites

Attendees do not need any previous experience of SharePoint but must have a basic understanding of PCs, including familiarity with a keyboard and mouse.

What will I learn?

Module 1 – Introduction to SharePoint 2013

  • Understanding SharePoint 2013
  • Roles and Responsibilities in a SharePoint Environment
  • Understanding a SharePoint site hierarchy
  • Navigation of a SharePoint Environment
  • Best practice on storing data in a SharePoint environment using Libraries/List/Views and Document Sets.

Module 2 – Working with Documentation in a SharePoint Environment

  • Understanding library app functions and navigation
  • Uploading single documents into a document library
  • Uploading multiple documents into a document library
  • Adding metadata to an existing document in a library
  • Connecting libraries to Microsoft Office
  • Creating documentation directly within a SharePoint library
  • Best practice of editing documents in a SharePoint library
    •  Checking documents out
    • Checking documents in
    • Knowledge of discarding Check outs
  • Understanding best practice of versioning in SharePoint
  • Sharing documents from a library via email
  • Exporting library information into Microsoft Excel
  • Understanding the recycle bin policies
  • Deleting information from a library
  • Retrieving information from the Site recycle bin

Module 3 – Using the View functionality

  • Introduction to ‘What are views?’ and how they can be used
  • Creating a new view layout –
    • In a document library
    • In a List
  • Creating a ‘Filter By’ view
  • Collating data by creating a ‘Group By’ view
  • How to modify an existing view
  • How to remove an existing view

Module 4 – Understanding and Using Document Sets

  • Introduction into ‘What is a Document Set?’
  • Creating a Document Set in a library
  • Uploading data into a Document Set
  • Creating documents in a Document Set

Module 5 – Creation and Managing of Alerts

  • Introduction on Alert functionality
  • Creating an Alert to track data in a library
  • Creating an Alert to track changes on individual items
  • Managing Alerts within a SharePoint Site

Module 6 – Understand the functions of List Apps in a SharePoint Environment

  • Introduction into the List apps that are available in a SharePoint Environment
  • Using a Calendar App and its functionality in SharePoint
  • Connecting a SharePoint Calendar to a Microsoft Outlook Calendar
  • Using a Task App and understanding its functionality
  • Syncing a SharePoint Task List App to Microsoft Outlook
  • Understanding a Discussion Board
  • Using the Announcement App on a SharePoint Site

Module 7 – Social SharePoint Functionality

  • Introduction into Social SharePoint
  • How to follow an item
  • Tagging an Item with a custom key word
  • Creating an item on a Note Board
  • Rating items in a SharePoint Site
  • My SharePoint profile

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