SharePoint 2013 Site Collection Training

ZERO – HERO in just Four days

This is a FOUR DAY course covering all aspects users will require to work with SharePoint 2013, including manage, administrate and create SharePoint sites.

The course is instructor lead which will be delivered onsite using your own SharePoint system so the delegates get the most from their training and also they will gain experience from the environment they will be working with on a day to day basis.

This course in covers all areas of SharePoint End User Training, SharePoint Power User Training as well as the SharePoint 2013 Site Collection Training giving your staff all the knowledge they will need to work with the system that you have put in place.

Courseware will be provided elecronically. We supply courseware this way to keep the cost down for our clients and we like to work as environmentally friendly as possible.  We are happy to supply hard copies of the SharePoint 2013 Site Collection training manuals but there will be an additional print cost.

Topics covered during the FOUR days training:

Module One – Introduction to SharePoint 2013

1.1 – Understanding SharePoint 2013
1.2 – Roles and Responsibilities in a SharePoint Environment
1.3 – Understanding a SharePoint site hierarchy
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

Understanding the role of a SharePoint 2013 Site Collection Administrator

Module Sixteen – Template Creation

16.1 – Introduction to SharePoint template creation
16.2 – Creating List Templates
16.3 – How to find your List Template
16.4 – Creating Library Templates
16.5 – Creating Site Templates

Module Seventeen – Site Collection Policies

17.1 – Introduction to Site Collection Policies
17.2 – Create Site Retention Policies
17.3 – Document Retention Policies

Module Eighteen – Search

18.1 – Understanding Search in SharePoint 2013
18.2 – Using Content Sources
18.3 – Using the Query Builder
18.4 – Using Query Rules
18.5 – Using the search web parts

Module Nineteen – Taxonomy and Metadata

19.1 – What is Taxonomy and Folksonomy in SharePoint?
19.2 – Using the Managed Metadata Service
19.3 – Creating a Term Set
19.4 – Using the Managed Metadata Column
19.5 – Metadata Navigation
19.6 – Using Metadata Navigation

Module Twenty – Creating Custom Permissions at Site Collection Level

20.1 – Creating a unique Permission at Site Collection Level
20.2 – Adding a new Site Collection Administrator

We are happy to discuss a tailored course if the above does not meet your exact requirements.  Our aim is to ensure all of our clients get the best experience from our training and our trainers.  Contact us now to discuss course dates or call our office on 0800 107 6362.

We offer both virtual training and onsite training so we can meet your training needs.

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