Microsoft SharePoint – Site Owner

Course Length: 12hrs (2 Days)
Microsoft SharePoint is a platform designed to collaborate and allow users to use tools known as web parts and apps to create and store documents, create lists, use content management to control content types and use workflows to enhance corporate processes.

SharePoint today can be divided into two camps – Server (on premise) and Cloud (online) versions. The manual for this course was designed with screenshots for the online or cloud editions from SharePoint 2019 – Online. If your site page is designed in Modern experience, this manual is for you.

Learning Objectives:
By the end of the course, you’ll be able to create site pages and web parts/apps, and handle the permissions for other users and groups.

Target Student:
This course is intended for the Site Owner who is required to own the site and needs to manage the creation of the site and all its parts.

Course Outline:
Day 1
Section 1: Create New SharePoint Site
SharePoint Hierarchy
Site Creation Options
Site Settings Page
Navigation Elements
Web Parts vs. Apps

Section 2: Creating Document Libraries
Types of Libraries
Document Versioning
Content Approval Process
Creating Custom Columns and Views
Working with Photo Libraries

Section 3: Working with SharePoint Lists
Learning Lists
Creating Calendars, Surveys, and More
Creating List Views
Multiple Filters and Grouping

Section 4: Site Pages & Web Parts
Learning and Using Web Parts
Learning and Creating Site Pages

Section 5: Assigning Permissions
Learning About Permissions
Creating Groups
Permission Levels
Understanding Inheritance
Setting Site Permissions
Setting Web Part Permissions

Section 6: Integrating MS Apps with SharePoint
SharePoint Calendar to Outlook
Teams to SharePoint Document Libraries

Day 2
Section 7: Term Store Management
Defining Term Store Management
Hierarchy of Consistency
Learning Taxonomy
Term Sets vs. Terms

Section 8: Managing Content Types
Learning About Content Types
Learning Metadata
Managing Document Templates
Managing Library Columns

Section 9: Investigating Modern Web Parts
Learning About Modern Web Parts
Adding Web Parts to Site Pages

Section 10: Installing Modern Web Parts
Installing Modern Web Parts to Site Pages
Inserting Them into Classic Pages
Inserting Them into Modern Pages
Other Noteworthy Apps

Section 11: Retention Policy
What Is a Retention Policy?
Creating and Applying Retention Policies

Section 12: Creating Workflows
Understanding Workflows
Using Power Automate to Create Workflows

Section 13: Working with Guest Accounts
The Need for Guest Accounts
Creating the Groups
Creating your Guest Accounts

Section 14: Creating Site Documentation
The Need for Documentation
Site Level Information
App Level Information
Permission Level Information
Content Management Information
Automation Level Information

This Course Comes With

PDF Manual

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After Training Support

Get 30 days of live 24/7 after training support via phone, email and online chat to help apply what you’ve learned

Also Available With This Course

Printed Manual

Instead of the PDF that comes with your course, purchase a printed paper manual for use during your class and future reference

Customize Your Course

Tailored Training

Your manual will follow a standard course outline but your class can be tailored to focus on the subjects that are most important to you

Use Your Own Files

Whether it's one-on-one or group training you can give us files to include in your training session and help you apply what you learn even more!

Site Owner
Guaranteed to Run
Even with one participant,
our classes are guaranteed to run!
Register for Online Classes
Date(s) Price Qty
April 7 & 8, 2022 9am to 4pm ET $1,298.00 (CAD)*  
June 20 & 21, 2022 9am to 4pm ET $1,298.00 (CAD)*  

* 13% HST will be applied on checkout

Online registration closes two business days before the start of the class.
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