‘SharePoint Online for Site Owners’ Overview
This course is designed to build on the attendees’ End User-level knowledge in order to provide the skills to create and manage all aspects of their SharePoint Online sites.
Course Code: SPOSO
Duration: 2 Days
Audience: End Users
‘SharePoint Online for Site Owners’ Prerequisites
Delegates attending this course will have completed our SharePoint Online for End Users 2-day introductory course, or will have otherwise gained the equivalent level of knowledge.
'SharePoint Online for Site Owners' Course Modules
Module 1: Site Owner Responsibilities
Site owners are trusted with functionality that would normally be available to developers. As a responsible site owner it is integral to know what your responsibilities are and what are the best practices. This module leads the site management course by discussing the delegates role in creating sites, reasons for creating sites and the importance of securing the site before adding content. The following topics are covered:
- Responsibilities of a Site Owner
- Reasons for Creating a Site
- When to Secure a Site
- Site Content Ownership
Module 2: Creating and Managing Sites
Fundamentally, site collections are composed of sites and different types of pages. In this module students will create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:
- Introduction to Site Topology
- When to create a site and where
- How to Create a new Site
- Site Templates
- Site Settings
- Deleting Sites
- Working with Hub Sites
Module 3: Site Customisation
Fundamentally, site collections are composed of sites, basic pages, and Web Part pages. In this module students will create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:
- Look and Feel Settings
- Applying a Site Theme
- Editing the Site Header
- Modifying Navigational Components
Module 4: Permissions and Security
Security is an important element of any site collection. This module includes Instructor-led demonstrations of default groups. Thorough coverage of the use, creation, and application of custom permission levels provide students with comprehensive knowledge about the creation and management of sites. We also focus on security management best practices. The following lessons are covered:
- Introduction to Security in SharePoint
- Permissions, Permission Levels and SharePoint Groups
- Manage User Access to SharePoint Site
- Manage SharePoint Groups and Users
- Breaking Permissions Inheritance within the Site
- The role of Microsoft 365 Groups
- SharePoint Security Best Practices
Module 5: Creating & Managing Lists & Libraries
Maintenance and use of lists and libraries are one of the site owner’s primary responsibilities. Well-constructed lists and libraries save users time and frustration, which translates to an effective gain for organisations. This module covers elements such as views, columns and managed metadata which are fundamental to this construction. Versioning and other library settings which can serve to enhance a list or library are also taught in this module. The following lessons are covered:
- Using list and library apps
- Managing list & library properties
- Creating & managing columns
- Site columns
- Creating & managing views
- Managed metadata
- Configuring advanced list & library settings
Module 6: Advanced Document Management Features
This module covers a selection of topics which were introduced in SharePoint 2010, and provide facilities to help users find, organise and store content. Document IDs provide a method for referencing documents to make them easier to find and share. Document Sets enable users to group related documents in a similar way to folders but with several additional benefits. The following topics are covered:
- Introduction to Document IDs
- Configuring Document IDs
- Introduction to Document Sets
- Configuring Document Sets
Module 7: Power Platform Integration
Microsoft 365 provides a series of tools known as the Power Platform. These tools integrate with SharePoint content, as well as hundreds of other business tools, to provide automation, allow you to build custom apps, and visualise your data through beautifully created reports. Please note that we offer comprehensive courses for all of the Power Platform tools, and this module only provides a brief, high-level overview of the integration with SharePoint content. The following topics are covered:
- Introduction to Power Automate
- Building a simple Power Automate workflow
- Introduction to Power Apps
- Customising a list’s or library’s forms with Power Apps
- Visualising SharePoint data through Power BI
Module 8: Creating & Managing Content Types
Configuration of Content Types allows Site Collection Administrators and Site Owners to group attributes such as metadata, workflows and document templates into functional components. These Content Types can be managed in a dedicated site collection so that they can be shared across the entire SharePoint farm. This functionality allows for an enhanced user experience and reduced administrative overhead. The following lessons are also covered:
- Introduction to content types
- Creating & managing site content types
- Content type settings
- Document Sets
- Organisation-wide Content Types
- Deploying content types
Benita
The instructor was excellent. He was well prepared and very engaging. The instructor was clearly very knowledgeable on the course content and able to address any additional queries I had specific to SharePoint and how my organisation is using it.
Gillian Diekman
Russ was clear, thorough in his explanations both during lecture and follow along periods, and kept the course moving at a good pace while making sure no one was left behind. He provided great examples of how different features could be applied practically in different situations, while still being general enough so that the participants from many different areas and companies could see how features of SharePoint would benefit their specific needs.
He is not only extremely knowledgeable about M365 but also enthusiastic in communicating how each course participant can apply what we learned to make our day to day jobs easier.
Michael Andrus
Fantastic and inclusive, positive instructor. Excellent communication skills and made everyone welcome and provided an environment where you could ask any question. Made us feel right at home. 🙂
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Course Inclusions...
Certified Trainers
All our trainers are Microsoft 365 experts in their own right, and must first be qualified to teach in our own World Education Alliance (WEA) Training Certification Program before delivering any of our courses.
We feel that it is important that all of the trainers and instructors can take their real-world experiences into the classroom, in order to ensure that they are well equipped to respond to any queries and questions which may be put their way, as well as give accurate and relevant guidance in the most appropriate methods to leverage the technology which SharePoint and its related tools provide.
Course Materials Provided
Our Microsoft 365 courseware is known as being some of the best training materials in the world.
FREE Email Support
We offer free post-course support with all of our courses, available via email, telephone, or our Viva Engage community.
FREE Re-sits within 10 Months
Once you've attended any of our public courses, you can re-sit the same course as many times as you like within the next 10 months, as long as your re-sit course has reached the minimum number of paid attendees required to go ahead.
Certificate of Completion
Anyone attending a 3grow course will be provided with a personalised certificate of completion.
Get Hands-on Experience
All 3grow courses include plenty of hands-on experience, delivered via a combination of instructor-led follow-along demos and comprehensive lab exercises.
Personal Class Sizes
Although we allow a maximum of only 10 attendees on our public courses, the average is around 5 students, therefore each participant will leave the course feeling like they received the personal attention they deserve.
