SharePoint 2016 Site Owner Course

The SharePoint 2016 Site Owner course is geared towards people using a SharePoint environment as a Site Owner/Power User. 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.

Duration – 4 day

Max number of delegates – 10

Module One – Introduction to SharePoint 2016

1.1 – Understanding SharePoint 2016
1.2 – Roles and Responsibilities in a SharePoint 2016 Environment
1.3 – Understanding a SharePoint site hierarchy and structures
1.4 – Navigation of a SharePoint Environment
1.5 – 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

2.1 – Understanding library app functions and navigation
2.2 – Uploading single documents into a document library
2.3 – Uploading multiple documents into a document library
2.4 – Adding metadata to an existing document in a library
2.5 – Connecting library apps to Microsoft Office
2.6 – Creating documentation directly within a SharePoint library
2.7 – Best practice of editing documents in a SharePoint library

  • Checking documents out
  • Checking documents in
  • Knowledge of discarding Check outs

2.8 – Understanding best practice of versioning in SharePoint
2.9 – Sharing documents from a library via email
2.10 – Exporting library information into Microsoft Excel
2.11 – Understanding the recycle bin policies
2.12 – Deleting information from a library
2.13 – Retrieving information from the Site recycle bin

Module Three – Using the View functionality

3.1 – Introduction to ‘What are views?’ and how they can be used
3.2 – Creating a new view layout –

  • In a document library
  • In a List

3.3 – Creating a ‘Filter By’ view
3.4 – Collating data by creating a ‘Group By’ view
3.5 – How to modify an existing view
3.6 – How to remove an existing view

Module Four – Understanding and Using Document Sets

4.1 – Introduction into ‘What is a Document Set?’
4.2 – Creating a Document Set in a library
4.3 – Uploading data into a Document Set
4.4 – Creating documents in a Document Set

Module Five – Creation and Managing of Alerts

5.1 – Introduction on Alert functionality
5.2 – Creating an Alert to track data in a library
5.3 – Creating an Alert to track changes on individual items
5.4 – Managing Alerts within a SharePoint Site

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

6.1 – Introduction into the List Apps that are available in a SharePoint Environment.
6.2 – Using a Calendar App and its functionality in SharePoint
6.3 – Connecting a SharePoint Calendar to a Microsoft Outlook Calendar
6.4 – Using a Task App and understanding its functionality
6.5 – Syncing a SharePoint Task App to Microsoft Outlook
6.6 – Understanding a Discussion Board
6.7 – Using the Announcement App on a SharePoint Site

Module Seven – Social SharePoint Functionality

7.1 – Introduction into Social SharePoint
7.2 – How to ‘Follow’ items in SharePoint
7.3 – Tagging and Item with a custom key word
7.4 – Creating an item on a Note Board
7.5 – Rating items in a SharePoint Site
7.6 – My SharePoint profile

Module Eight – Creating Sites

8.1 – Introduction to the different types of sites available in SharePoint
8.2 – How to create a new team site
8.3 – How to manage the site Quick Launch
8.4 – Managing the Top Link Bar of a site
8.5 – Altering the site to include company logo
8.6 – Modifying the site theme
8.7 – Changing the regional settings of a site
8.8 – Understanding Site Features

Module Nine – Structuring library apps in a SharePoint site

9.1 – Introduction into the various library app structures available in SharePoint
9.2 – Creating a document library app including-

  • Naming Convention best practice
  • Activating Version Control
  • Microsoft Office template set up

9.3 – Introduction to library app settings features
9.4 – Configuring versioning setting
9.5 – Manipulating the requirement for Forced Checkout
9.6 – Allowing the management of content types on a library app
9.7 – Activating Document sets in a library
9.8 – Constructing a document template content type for use in a library app
9.9 – 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

9.10 – Understanding how to manage a document set

Module Ten – Creating column structures

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

Module Eleven – Configuring an Out of the Box Approval Workflow

11.1 – Introduction on Workflows Out of the Box including:

  • Different ways a workflow can be utilised
  • Understanding the workflow process

11.2 – Configuring an approval workflow
11.3 – Activating an approval workflow
11.4 – Reviewing the workflow logs
11.5 – Removing a workflow from a library

Module Twelve – Structuring List Apps in a SharePoint Site

12.1 – Introduction to the numerous List apps available in SharePoint
12.2 – Configuring an Out of the Box list app
12.3 – Creating a Custom List app structure including:

  • Custom column configuration
  • Creating a look up column and its functionality
  • Configuring custom views in the list

12.4 – Producing a custom list app by importing a spread sheet from Microsoft Excel
12.5 – Configuring existing columns an imported list

Module Thirteen – SharePoint Permissions

13.1 – Introduction to SharePoint Permissions including:

  • Understanding the differences between the permissions levels
  • Understanding the pre-defined permission groups
  • Understanding permission inheritance

13.2 – Creating a new SharePoint permission group on a site
13.3 – Adding new users to a permission group
13.4 – Adding a new permission group owner via the permission group settings
13.5 – Configuring unique permissions on a Library
13.6 – Configuring unique permissions on a Document Set
13.7 – Configuring unique permissions on an individual item
13.8 – Re-inheriting permissions from a higher level
13.9 – Creating a new site with unique permissions
13.10 – Checking a user’s permissions in a site structure

Module Fourteen – Creating and Modifying Pages of a SharePoint Site

14.1 – Introduction to Site Pages and how they can be utilised in a SharePoint Site
14.2 – Editing a site page
14.3 – Changing the page template
14.4 – Adding images to a site page
14.5 – Working with text design on a site page

Module Fifteen – Modifying the site page using web part functionality

15.1 – Introduction to SharePoint page web parts
15.2 – Configuring and creating an image viewer web part
15.3 – Adding an announcement web part to a page
15.4 – Adding and configuring a relevant document web part
15.5 – How to move web parts on a page
15.6 – How to remove web parts

SharePoint 2016 Site Owner CourseThis course is based on SharePoint 2016 Server.  We offer a separate course for SharePoint 2016 via O365.  Please contact your training team to find out more.

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