Power User iLab

How to use key functions of SharePoint to get the most out of implementations.

 

icon arrow Hands-on two day event

icon arrow Some SharePoint experience required 


icon arrow WHY ATTEND?

This Power User course is different. Sure, you'll learn to be a "Power User" who knows "how to" do things. But just as important we cover "when to" and "what can go wrong" - causing your site to turn feral - because most do. We also cover the what's new in SharePoint 2013 - the surface "first blush" view versus the reality of what features really make a difference

icon arrow OBJECTIVES

Self sufficiency. Build skills, save money by doing much more in-house. Empower key users to extend and tune how they and others use SharePoint

Do more without propeller heads & vendors. Get much more from your SharePoint platform without resorting to expensive software development. Understand what is possible

Keep control. Gain an understanding to apply Power User skills wisely and safely, so SharePoint stays controlled.

Course Outline

Document management

The document management capabilities of SharePoint make it a powerful alternative to shared drives. Understand and try out this SharePoint functionality...

Setting up libraries to hold documents

icon arrow What is a site column?
icon arrow What is a content type?
icon arrow Adding them to a document library
icon arrow Remove a content types
icon arrow Change sorting/filtering of a library
icon arrow Folder use - How and when to use

 

Document control

icon arrow Why is version control useful and when should it be used?
icon arrow The version control traps
icon arrow How to view past versions of documents
icon arrow How to restore an earlier version of a document
icon arrow Check-in/check-out means what?
icon arrow See what documents you have checked out

 

Managing Emails

icon arrow Sending emails to document libraries
icon arrow Colligo for email drag and drop

 

Managing your documents

icon arrow View properties of a document
icon arrow View/add notes to a document
icon arrow Creating document library views. Editing, deleting & moving documents
icon arrow Edit the properties of a document
icon arrow Delete a document
icon arrow Recover a document
icon arrow iWorkplace™ Delete
icon arrow iWorkplace™ Copy/Move

 

Document creation

icon arrow Creating and uploading documents
icon arrow Send a link to a document by e-mail
icon arrow Download a document to your computer

 

Document sets

icon arrow What they are
icon arrow When to use them
icon arrow Setting up & using document sets

Publishing and sharing information

Manage your templates, forms, and FAQs. Add lists, blogs, wikis and reference documents.

Creating custom Lists

icon arrow Create a new list
icon arrow Change the sorting/filtering of a list
icon arrow Switch list views
icon arrow Export the contents of a list to Excel
icon arrow Import from Excel to a custom list

 

Working with list items

icon arrow Create and publish list items
icon arrow View/ edit properties of a list items
icon arrow Add, edit, or delete items with the datasheet view
icon arrow Check in and check out a list item
icon arrow View/add notes to a list item
icon arrow See lists and libraries in any site with iWorkplace™ Flexi Viewer

 

Getting the list settings right

icon arrow Rename a list or change its description
icon arrow Change the versioning settings
icon arrow Advanced settings
icon arrow Validation settings

 

Templates and forms

icon arrow iWorkplace™ Template Central
icon arrow Introduction to InfoPath Forms
icon arrow View a Microsoft InfoPath Form

 

Wikis and blogs

icon arrow Using wikis to manage your FAQs
icon arrow Enhancing wiki functionality using
icon arrow Setting up a knowledge base
icon arrow Setting up a blog
icon arrow Rating and annotating content via My Sites

 

 

Working with others - Collaboration and project sites

SharePoint makes it easy to share documents and information with others. Use the 2010 and new 2013 web 2.0 tools to direct colleagues to information that they might find valuable. Think Facebook for the Corporate Environment!

Tagging content

icon arrow Tag a document, list item, or page
icon arrow Tag an external site
icon arrow What are alerts?

 

Approvals and workflow

icon arrow Use alerts
icon arrow Approve or reject filesApprove or reject list items
icon arrow See what files or list items are waiting for your approval workflow

 

Managing your project

icon arrow Gantt charts in SharePoint
icon arrow Issues and risk registers
icon arrow iWorkplace™ Flexiviewer for ‘all in one’ views

 

Working Together

icon arrow Setting up a meeting workspace
icon arrow Creating and running a discussion group
icon arrow Assigning tasks
icon arrow Announcements, calendars and surveys

Search and Findability

SharePoint 2013 introduces new findability options. Explore the different ways you can configure SharePoint to make it easy for users to find what they need.

Metadata tree structures

icon arrow An overview of managed metadata and the term store - when to use and when to avoid

 

Helping users find what they want

icon arrow Audience targeting settings
icon arrow Metadata navigation settings
icon arrow Per-location view settings
icon arrow Rating & "Like" settings
icon arrow iWorkplace™ FlexiViewer

 

New options in SharePoint 2013

icon arrow Term store driven navigation
icon arrow The new FAST search tools

Security, permissions and user administration

Appropriate security and permissions give users the confidence and trust to work with SharePoint. Understand the ‘behind the scenes’ actions necessary to set up security and permissions and to conduct user administration

List and library permissions

icon arrow Grant permissions
icon arrow Change a user’s permissions
icon arrow See what permissions are set
icon arrow File or list item level permissions

 

Managing groups

icon arrow See who is a member of a SharePoint group
icon arrow Adding people to groups

 

User & site administration

icon arrow View site libraries and lists
icon arrow View sites and workspaces
icon arrow View workflows
icon arrow Check user alerts
icon arrow Manage RSS feeds
icon arrow Regional settings
icon arrow Solutions gallery
icon arrow Managing the term store

Book Now

See the calendar for public workshops or contact us to book

Testimonials

“By far the most beneficial SharePoint training I have had"

"The pace was just right and the information relevant"

"It was great to have a trainer that could quickly provide expert opinion on how to approach SharePoint from our perspective” 

Your Tutors

Paddy Plunket
Master IM in Information Systems; BA

Paddy is an information management specialist. Her work includes taxonomy development, retention and desposal schedule design, Public Records Act audits and change management.

View Paddy's full profile and contact details.

 

Chrissie Curtis
B.Com

Chrissie has developed significant expertise in business analysis for SharePoint. This expertise focuses on the provision of enterprise wide solutions to support filing and finding, compliance and intranet technologies. 

View Chrissie's full profile and contact details.

 

Kristy Archer

Kristy has significant experience leading design and implementation projects for SharePoint for document management and intranet across commercial, government, council and education sectors

View Kristy's full profile and contact details.