Microsoft SharePoint - Site Owner

Microsoft SharePoint - Site Owner

Duration:
3 Days
Aims:

This course is geared towards people using a SharePoint environment as Site Owner. 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.

Pre-Requistites:

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
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