Microsoft SharePoint - Site Owner
Duration:

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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