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Course Outline
Introduction to SharePoint 365
- Overview of the capabilities and purpose of the SharePoint 365 platform for government operations
- Comprehensive overview of SharePoint features designed to enhance collaboration and information management
Basic SharePoint Components
- Logging into an existing team site for government use
- Navigating the site area efficiently for optimal performance
- Editing an existing company site to meet specific operational needs
- Customizing the appearance of a personal site to enhance user experience
SharePoint/Teams Collaboration Features
- Understanding lists in SharePoint, their types, and practical applications for government tasks
- Types and practical uses of lists to streamline data management
- Calendar and time management tools to improve scheduling efficiency
- Calendar workspaces to centralize event planning and coordination
- Contacts - managing and sharing contact information securely within government teams
- Discussion lists for effective communication and collaboration among team members
- Creating surveys and managing the results to gather valuable feedback for government projects
- Working with Microsoft Teams to enhance real-time collaboration and project management
- Custom lists - defining columns and fields to tailor data storage and retrieval
Working with Document Libraries
- Creating documents directly on the site for seamless integration into government workflows
- Importing documents and document collections into libraries for centralized management
- Managing document permissions to ensure secure access and sharing within government departments
- Creating a document workspace to facilitate collaborative projects and task management
Integration with Microsoft Office
- Word documents - publishing and managing documents for government use
- Excel documents - utilizing access control tools and file version management for enhanced data integrity
- Microsoft Access documents - publishing tables and forms to a site for efficient data handling
- Working with Microsoft Outlook - exchanging calendars and contact lists to enhance coordination
- Supporting both online and offline work modes to accommodate various operational environments
Power Automate (Flow) Workflows for Documents and Tasks
- Understanding workflow automation in Power Automate to streamline government processes
- Approving changes and collecting document feedback to ensure accuracy and completeness
- Defining workflow participants and their permissions to maintain security and accountability
- Automatic and manual workflow approval methods for flexible process management
- Sequential and parallel flow options to optimize task execution
- Defining workflow times and setting up email alerts for timely notifications
- Document workflow delegation options to distribute responsibilities effectively
- Workflow tracking methods to monitor progress and performance
Document Version Management
- Synchronizing documents online and offline to ensure consistent access for government users
- Approval and rejection of document changes to maintain document integrity
- Intermediate versions and tracking document changes to facilitate audit and review processes
Managing Site Access
- Administrative tools in SharePoint for managing site access and security
- Adding and managing collaborators to support collaborative projects
- Defining access levels to individual libraries to control data visibility and usage
Requirements
This training is designed for individuals responsible for managing workflows and fostering group collaboration within intranet environments. It is particularly useful for those seeking to enhance their efficiency in collaborative efforts, ensuring alignment with the objectives and standards set forth for government operations.
14 Hours
Testimonials (2)
It was meant to give us a greater picture and this has been achieved.
Kai - Dutch Ministry of Defence
Course - SharePoint Site Collection Administration
A lot of detailed information
