Course Outline

Introduction to Microsoft 365 for Government

  • Overview of the capabilities and purpose of the SharePoint 365 local platform for government use.
  • Summary of key SharePoint features relevant to government operations.

Basic SharePoint Components for Government

  • Logging into an existing team site within a government network.
  • Navigating the site area and understanding its structure.
  • Editing an existing company site to meet specific governmental needs.
  • Customizing the appearance of a personal site for enhanced user experience.

SharePoint/Teams Collaboration Features for Government

  • Types of lists in SharePoint and their practical applications for government agencies.
  • Calendar and time management tools to enhance scheduling efficiency.
  • Calendar workspaces for coordinating events and meetings within governmental departments.
  • Managing and sharing contacts across different teams and units.
  • Discussion lists to facilitate communication and collaboration among government employees.
  • Creating surveys and managing the results for feedback and evaluation purposes.
  • Working with Microsoft Teams to integrate communication and collaboration tools.
  • Customizing lists by defining columns and fields to meet specific governmental requirements.

Working with Document Libraries for Government

  • Creating documents directly on the SharePoint site to streamline document creation processes.
  • Importing documents and document collections into libraries for centralized management.
  • Managing document permissions to ensure secure access and control over sensitive information.
  • Creating a document workspace to facilitate collaborative work on projects and initiatives.

Integration with Microsoft Office for Government

  • Publishing Word documents and managing document versions for government reports and communications.
  • Access control tools and file version management for Excel documents to ensure data integrity.
  • Publishing tables and forms from Microsoft Access to a SharePoint site for enhanced data management.
  • Cooperation with Microsoft Outlook to synchronize calendars and contact lists for government staff.

Power Automate (Flow) Workflows for Documents and Tasks for Government

  • Workflow automation in document management processes to enhance efficiency and compliance.
  • Approval of changes and collection of document feedback to ensure accuracy and completeness.
  • Defining workflow participants and their permissions to maintain security and accountability.
  • Automatic and manual workflow approval methods to support flexible process management.
  • Sequential and parallel flow options to optimize workflow processes for government operations.
  • Setting workflow times and defining email alerts to keep stakeholders informed.
  • Document workflow delegation options to manage tasks effectively.
  • Workflow tracking methods to monitor progress and ensure timely completion of tasks.

Document Version Management for Government

  • Synchronizing documents online and offline to support remote work and collaboration.
  • Approval and rejection of document changes to maintain document integrity and compliance.
  • Tracking intermediate versions and changes to ensure transparency and accountability.

Managing Access to the Site for Government

  • Administrative tools in SharePoint to manage site settings and configurations.
  • Adding and managing collaborators to facilitate teamwork and collaboration.
  • Defining access levels to individual libraries to ensure secure and controlled access to information.

Requirements

This training is designed for individuals responsible for managing workflows and facilitating group collaboration on intranet platforms, as well as those seeking to enhance their efficiency in collaborative efforts. It is tailored to support the unique needs and requirements of government agencies, ensuring that participants gain the skills necessary to optimize teamwork and streamline processes for government operations.
 14 Hours

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