Microsoft SharePoint (Site Administrator)

Microsoft SharePoint is a platform designed to collaborate and allow users to use tools known as web parts and apps to create and store documents, create lists, use content management to control content types, and use workflows to enhance corporate processes.

Objectives:

This course is intended for site administrators who are required to maintain and administer internal corporate sites and need to manage the creation of the site and all its parts. You will create term store management terms, create workflows, manage content types, work with modern web parts, and manage guest users.

Prerequisites:

This course will be taught using SharePoint Online; it can also be presented in the same environment but with classic views (2019 Server and earlier versions).Participants must have previously taken the Microsoft SharePoint Online: Site Owner class as a prerequisite for this course.

Outline

• Term Store Management

  • Defining Term Store Management

  • Hierarchy of Consistency

  • Learning Taxonomy

  • Term Sets vs Terms

• Managing Content Types

  • What is metadata?

  • Managing Document Templates

  • Managing Library Columns

• Investigating Modern Web Parts

  • Learning About Modern Web Parts

  • Adding Modern Web Parts

• Installing Modern Web Parts

  • How to Install Modern Web Parts

  • Inserting into the Classic Experience

  • Inserting into the Modern Experience

• Retention Policy

  • What is the retention policy?

• Creating Workflows

  • What is a workflow?

  • Create Workflows using Power Automate

• Working with Guest Accounts

  • Need for Guest Accounts

  • Creating Your Groups

  • Creating Your Guest Account

  • Assigning Groups to SharePoint

• Working with Microsoft Forms

  • What are Microsoft Forms?

  • Creating Your Form

  • Linking SharePoint to Forms

  • Reviewing Survey Responses

• SharePoint Nuggets

  • Edit in Grid View

  • Document Sets

  • SharePoint Admin Panel

  • Creating Permission Levels

  • Site Store Management

• Creating Site Documentation

  • The Need for Documentation

  • Site-Level Information

  • App-Level Information

  • Permission-Level Information

  • Content Management Information

  • Automation-Level Information