SharePoint Online Site Owner Training

Duration – 2 days

Capacity – Up to 10 Delegates

Audience –The SharePoint Online Site Owner training course is aimed at advanced users of SharePoint Online, who have a good understanding of how SharePoint works on a general level. This course is classed as a non-technical course.

This is a TWO DAY SharePoint Online Site Owner training course offering complete user functionality training on site creation/design and structure via front end functionality. During this course, users are taken through the best practice ways of using and working within a SharePoint Site. This is a non-technical course.

For more information Tel: Call us on 0800 107 6362 / / 01782 390130 to discuss the course further.

Module 1 – Introduction to SharePoint for Admins

Topic A – What is Office 365?

• Introduction to 365
• Product & Offering Overview(Planner, SP, OneDrive etc)
• 365 Benefits to the business

Topic B – What is SharePoint?

• What is SharePoint breakdown of key features and benefits
• Use Cases and examples
• Product Comparisons
• Key Building Blocks

Topic C – SharePoint Versions and Licenses

• Overview of Licensing Costs and Plans
• Benefits of Each plan
• Short Term and Long Term Pros and Cons

Topic D – Connecting and Navigating

• Overview of how to connect
• Browser compatibility
• Activity – Use each method of singing into O365
• Office 365 Portal Page Explained
• App Launcher Apps
• Activity – Navigating to SharePoint

Topic E – SharePoint Terminology

• Overview of Key Terminology ( Lists, Libraries, Content Types, Retention, etc)

Module 2 – Sites, Sub-sites and Architecture

Topic A – SharePoint Architecture

• Overview of SharePoint Architecture
• What are Hubs and Home Sites
• Office 365 group sites.
• Best Practices and Use Cases
• Site Collections Vs Subsites
• Storage Limits
• Sharing Settings

Topic B – Creating a Team Site

• What is a Team Site?
• Team Site Layouts
• Activity – Create a Site Collection using a Team Site Template
• Activity – Create a Team Site Sub Site.
• Converting Team Sites to O365 Groups

Topic C – Creating a Communication Site

• What is a Communication Site?
• Communication Site Layouts
• Activity – Creating a Communication Site

Topic D – SharePoint Hub Sites

• Overview of Hub Sites
• Activity – Creating a Hub Site
• Activity – Associate site collection with a hub Site
• Activity – Remove site from a hub

Topic E – Navigation

• Overview of Navigation Types
• Benefits of Effective Navigation
• Activity – Use and Modify Top  Link Bar
• Activity – Use and Modify Quick Launch
• Activity – Use and Modify Hub Site Navigation
• App Launcher Custom Links
• Web Part Navigation

Topic F – Change the Look of SharePoint Sites

• Overview of Branding SharePoint
• Activity – Change the Look of SharePoint
• Overview of PowerShell and Site Themes
• Custom Branding and Further Customisation Options
• Adding a Logo

Topic G – Manage Site Regional Settings

• Why change the Regional Settings
• Activity – Change Regional Settings

Topic H – Managing Site Features

• Overview of Site and Site Collection Features
• Activity – Activate Document Sets

Topic I – Deleting Sites

• Deleting Sites
• Recycle Bin
• Restoring Sites

Module 3 – Working with Pages and Web Parts

Topic A – SharePoint Page Types

• Overview of Modern Page Types
• Understanding the Pages Library

 Topic B – How to Create a New Page

• Use Cases of Pages
• Activity – Create a New Page
• Activity – Update Page Details

Topic C – How to Edit Existing Pages

• Activity – Modify Existing Pages
• Page Version History
• Restoring Previous Page History

Topic D – Changing the Columns and Rows on a page

• Overview of Row and Column Layout Options
• Activity – Add in Rows and Columns
• Activity – Full Width Row
• Activity – Vertical Section

Topic E – Save Page as a template

• Activity – Save Page as a Template
• Activity – View All Page Templates

Topic F – Adding, Configuring and removing Webparts on a page

• What are Web Parts
• Activity – Adding Web Parts
• Activity – Removing Web Parts
• Activity – Modify Existing Web Parts

Topic G – Removing Pages

• Activity – Deleting Pages
• Activity – Restoring Pages

Topic H – Page Analytics

• Overview of available Analytics
• Activity – View Analytics

Topic I – Set Page as Landing Page

• Activity – Set Page as Homepage

Topic J – Adding Page to Navigation

• Activity – Add page to Navigation
• Activity – Share Pages

Module 4 – Using Library Apps

Topic A – Overview of Document Management

• Introduction to Document Management
• Key Features and Benefits
• Best Practices and Examples of it.
• Requirement Gathering

Topic B – Create a Document Library

• Different Library Types
• Activity – Create a Library
• Library Settings and Configuration Options

Topic C – Uploading Documents to SharePoint

• Overview of different upload methods
• Activity – Drag and Drop
• Activity – Upload Button
• Activity – File Explorer

Topic D – Saving a Document to SharePoint

• Difference Between Saving and Uploading
• Activity – Save a file from Word Online
• Activity – Save a file from Office Client

Topic E – Creating New Documents within SharePoint

• Differences Between Office Online and Office Client
• Activity – Create a File from Existing Template

Topic F – Document Template

• What are Document Templates
• Activity – Add a New Template
• Activity – Update an Existing Template
• Activity – Remove a Template

Topic G – Document Properties

• Meta data and why it’s important
• Use Cases and Benefits
• Activity – Adding Properties to a file
• What are Columns
• Activity – Add a new column to the library.

Topic H – Editing Documents

• Overview on how to edit documents
• Activity – Edit Document in Browser
• Activity – Edit Document in Client
• Change Library Default Launch settings
• Co-Authoring and Collaboration on Files

Topic I – Document Versioning and Commenting

• What is versioning?
• Best Practices
• Activity – Versioning Settings
• Activity – View Previous Versions
• Activity – Restore Previous Versions
• Activity – How to use Drafts
• File Commenting

Topic J – Check-in and Check-out

• What is Check-in and Check Out
• Activity – Change Library check-in and checkout Settings
• Activity – Using check-in and Checkout
• Activity – Discard Checkout
• Activity – Check-in Comments

Topic K – Content Approval

• Document Approvals
• Activity – Enable Document Approval
• Activity – Using Document Approval

Topic L – Document Content Types

• What are Content Types?
• Benefits of Content Types
• Content Type Hub
• Activity – Create a New Content Type
• Activity – Add a content type to a library
• Activity – Using a Content Type

Topic M – Document Sets

• What are Document Sets
• Folders Vs Document Sets
• Activity – Create and use Document Sets

Topic N – Deleting Documents and Document Recovery

• Overview of Document Lifecycle
• Recycle Bin Settings
• Activity – Delete and Restore Files

Topic O – Sync with OneDrive

• What is Sync
• Limits and Thresholds
• Activity – Sync Files to Computer
• Activity – OneDrive Settings

Module 5 – Using List Apps

Topic A – Microsoft Lists

• What are Lists
• Benefits of Using Lists
• Best Practices and Use Cases

Topic B – Create a list from a template

• Overview of Templates
• Activity – Create List from Template

Topic C – Create a list from an existing list

• Activity – Create List from existing list

Topic D – Create a list from Excel

• Activity – Create List from existing excel spreadsheet

Topic E – Create a list from scratch

• Activity – Create List from existing list

Topic F – Creating and Modifying Columns

• SharePoint List Column Types
• Activity – Create Columns
• Activity – Edit Existing Columns
• Activity – Remove Existing Columns

Topic G – List Content Types

• What are list content types
• Benefits of content types
• Activity – Create a List Content Type
• Activity – Apply Content Types to a list
• Activity – Modify Existing List content Type.

Topic H – Attach a Document to a List Item

• Limits and Thresholds
• Activity – Adding an attachment

Topic I – Import, Export List Data with Excel

• Why Connect to Excel
• Activity – Import Excel Data to SharePoint from Excel
• Activity – Export SharePoint List data to Excel

Topic J – List Form Layout and Configuration

• List Forms Explained
• Activity – Changing Column Ordering on a Form
• Activity – Apply Formatting

Module 6 – Creating and Using Views

Topic A – SharePoint Views

• What are Views in SharePoint
• Changing Views in SharePoint

Topic B – Creating a Sort view

• Overview of Sort Order Views
• Activity – Create a Sort View

Topic C – Creating a Filter view

• Overview of Filtered Views
• Activity – Create a Filtered View

Topic D – Creating a Custom Group by view

• Overview of Grouped Views
• Activity – Create a Grouped View

Topic E – Conditional Formatting

• What is conditional formatting
• Using Json
• Column and Row Formatting
• Activity – Creating a Conditional Formatted View

Topic F – Using Views on Web Parts

• List and Library Web Part Views
• Activity – Add a new view to an existing Web Part

Module 7 – Using Microsoft Power Automate

Topic A – Understanding Flow Basics

• What is Microsoft Flow
• Licensing
• Connections
• Use Cases

Topic B – Create a List Workflow

• List Workflow Triggers
• Activity – Create a List Flow

Topic C – Modern Approval

• Microsoft Flow Modern Approval Overview
• Activity – Create a Modern Approval Workflow

Module 8 – Permissions

Topic A – Understanding SharePoint Permissions

• Overview
• SharePoint Groups and Roles Explained
• Best Practices
• Governance

Topic B – Working with Groups

• Activity – Create a SharePoint Group
• Activity – Adding Users to Groups
• Activity – Remove Users from Group
• Activity – Deleting Groups

Topic C – Manage Site Permissions

• Overview of Site Permissions
• Inheritance of Site Permissions
• Activity – Add a SharePoint Group
• Activity – Change Permissions Levels for groups
• Activity – Adding Users to Site Permissions
• Activity – Removing Groups and Users from Site Permissions
• Activity – Checking Users Permissions
• Activity – Site Inheritance

Topic D – Managing List ,Library and Item Permissions

• Overview of List, Library and Item Permissions
• Inheritance of Permissions for Lists, Libraries and Items
• Activity – Manage List, Library and Item Permissions
• Activity – List, Library and Item Inheritance

Topic E – Permissions Levels

• Overview of Permission Levels
• Activity – View Existing Permission Levels
• Activity – Add/Edit New Permission Level
• Activity – Apply a New Level to a Group.

Topic F – Guest Users

• What are Guest Users
• Activity – Sharing Content with External Guests Users

Topic G – Sharing Content

• Overview of Sharing Content
• Sharing Controls (Expiration, Password Protection & Non Edit Share Links)
• Activity  – Sharing Files with Users
• Activity – Sharing Files with External Users
• Activity – Sharing Files from within Office Client or Online