This course is geared towards people using a SharePoint environment as Site Collection Administrator. During this course users are taken through the best practice ways of using and working within a SharePoint Site. Offering complete user functionality training on site creation/design and structure via front end functionality. This is a non-technical course.


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 One – 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 Two – 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 library apps 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 Three – 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 Four – 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 Five – 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 Six – 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 Seven – 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

Module Eight – Creating Sites

  • Introduction to the different types of sites available in SharePoint
  • How to create a new team site
  • How to manage the site Quick Launch
  • Managing the Top Link Bar of a site
  • Altering the site to include company logo
  • Modifying the site theme
  • Changing the regional settings of a site
  • Understanding Site Features

Module Nine – Structuring library apps in a SharePoint site

  • Introduction into the various library app structures available in SharePoint
  • Creating a document library app including-
    • Naming Convention best practice
    • Activating Version Control
    • Microsoft Office template set up
  • Introduction to library app settings features
  • Configuring versioning setting
  • Manipulating the requirement for Forced Checkout
  • Allowing the management of content types on a library app
  • Activating Document sets in a library
  • Constructing a document template content type for use in a library app
  • Creating a custom Document Set content type including:
    • Creating column structures in the document set view
    • Including a document template content type to the document set
  • Understanding how to manage a document set

Module Ten – Creating column structures

  • Introduction into columns in a library/list app and how they can be utilised
  • Building a Choice Column in a document library app
  • Creating a Date Column
  • Modifying an existing Column

Module Eleven – Configuring an Out of the Box Approval Workflow

  • Introduction on Workflows Out of the Box including:
    • Different ways a workflow can be utilised
    • Understanding the workflow process
  • Configuring an approval workflow
  • Activating an approval workflow
  • Reviewing the workflow logs
  • Removing a workflow from a library

Module Twelve – Structuring List Apps in a SharePoint Site

  • Introduction to the numerous List apps available in SharePoint
  • Configuring an Out of the Box list app
  • Creating a Custom List app structure including:
    • Custom column configuration
    • Creating a look up column and its functionality
    • Configuring custom views in the list
  • Producing a custom list app by importing a spread sheet from Microsoft Excel
  • Configuring existing columns an imported list

Module Thirteen – SharePoint Permissions

  • Introduction to SharePoint Permissions including:
    • Understanding the differences between the permissions levels
    • Understanding the pre-defined permission groups
    • Understanding permission inheritance
  • Creating a new SharePoint permission group on a site
  • Adding new users to a permission group
  • Adding a new permission group owner via the permission group settings
  • Configuring unique permissions on a Library
  • Configuring unique permissions on a Document Set
  • Configuring unique permissions on an individual item
  • Re-inheriting permissions from a higher level
  • Creating a new site with unique permissions
  • Checking a user’s permissions in a site structure

Module Fourteen – Creating and Modifying Pages of a SharePoint Site

  • Introduction to Site Pages and how they can be utilised in a SharePoint Site
  • Editing a site page
  • Changing the page template
  • Adding images to a site page
  • Working with text design on a site page

Module Fifteen - Modifying the site page using web part functionality

  • Introduction to SharePoint page web parts
  • Configuring and creating an image viewer web part
  • Adding an announcement web part to a page
  • Adding and configuring a relevant document web part
  • How to move web parts on a page
  • How to remove web parts

Module Sixteen – Template Creation

  • Introduction to SharePoint template creation
  • Creating List Templates
  • How to find your List Template
  • Creating Library Templates
  • Creating Site Templates

Module Seventeen – Site Collection Policies

  • Introduction to Site Collection Policies
  • Create Site Retention Policies
  • Document Retention Policies

Module Eighteen - Search

  • Understanding Search in SharePoint 2013
  • Using Content Sources
  • Using the Query Builder
  • Using Query Rules
  • Using the search web parts

Module Nineteen – Taxonomy and Metadata

  • What is Taxonomy and Folksonomy in SharePoint?
  • Using the Managed Metadata Service
  • Creating a Term Set
  • Using the Managed Metadata Column
  • Metadata Navigation
  • Using Metadata Navigation

How we deliver

Training can be delivered in either of the following ways:

  • Online

    Online training is ideal if you have staff in different geographical locations who have the same Microsoft or Adobe training requirements.

    Our expert trainers can deliver Watch and Learn sessions to up to 100 people. Alternatively, they can produce an interactive session that allows delegates to complete practical exercises within the Microsoft or Adobe apps of your choosing.

  • Face to face

    Choose from one or half day training sessions or our popular 90-minute Sprint sessions, which can be delivered in your offices or at another location of your choice.

    All we need is a room with a table and chairs and we look after the rest. We can even provide laptops and a projector should you not have spare IT equipment to use.

Sprint learning

Short on time, but still want to boost staff performance?
Book a Sprint Session!

Each Sprint Session follows a 90-minute format for ultra-focused team learning.

Pick a topic, tell us what you want to achieve from your session, and we’ll put together a short, fun, entirely bespoke programme that meets the needs of your team.

Designed to cater for 10-15 delegates at a time

Developed by our team to cover the subject matter of your choice

Delivered online or face-to-face

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