Microsoft SharePoint Online Team Site Management

The goal of this course is to provide you with the knowledge required for a Site Owner role. You will create, customise and manage SharePoint online sites and workspaces in response to the differing needs of your site members and visitors, and according to the infrastructure of the business. You will identify the roles and expectations of a site owner. You will see how to manage sites and users by defining permissions, structure, content and policy. You will see how to gather information about the site's usage as a means to maintain the site and identify where improvements can be made. Please note: Topics from this event are also covered in our five-day SharePoint Online Masterclass (QASPOMC) course.

• Understand, plan and deploy a SharePoint Site solution for business needs
• Define the site architecture model
• Create and manage user groups
• Define SharePoint site and content security with permissions
• Define and create the navigation model for sites and apps
• Design the appropriate tools to search for content
• Apply their knowledge of web page editing to make content easier to process
• Create site reports to analyse and maintain SharePoint sites and their usage

• A basic understanding of Windows 7, 8 or higher
• Good experience using Internet Explorer or an equivalent browser
• Fundamental experience with Office 365 is recommended, such as Log in and navigation around the service.
• Experience using Microsoft Office applications, such as Word and Excel
• Experience with the topics covered on, or have attended, the SharePoint Online End User Level 1 (QASPEUOL1) and SharePoint Online Core Skills Level 2 (QASPEUOL2) or equivalent courses.
• Have an understanding of what is expected of them by their organisation as a team site owner and how their newly developed skills will be used in the business.

Dual monitor setup is required when attending this course via the QA Attend from Anywhere or Virtual Classroom delivery methods. Learners attending via Virtual Classroom or Attend From Anywhere events, will need to use remotely hosted computers and/or Private/ Incognito/ Google Guest/Microsoft Edge Guest mode to access our SharePoint environment. Before you book, check that you meet the Cisco WebEx system requirements and run a test meeting to ensure the software is compatible with your firewall settings and ensure that you have passed all pre-course tests. If you have any questions, contact our Virtual team. Learn more about our Virtual Classrooms.

Module 1: Site Architecture Model

• First steps of planning
• Site structure
• Site roles
• Site types
• SharePoint object naming
• Initial site settings

Module 2: Organise content with metadata

• Introduction to metadata
• Column types and properties
• Windows Explorer and mapping metadata
• Hyperlink or picture column
• Lookup column
• Calculated column
• Managed metadata and the term store
• Metadata integrity
• Column indexing
• App vs. site columns
• Content types
• Folders
• Document sets

Module 3: Discover Information

• Social Connection
• Delve
• Search

Module 4: Users, Groups and Permissions

• Introduction to site security
• Site security elements
• Permission level structure
• Permission planning
• Manage permission levels
• Create and manage SharePoint Groups
• Manage Users
• Permission inheritance
• Quick Share
• Permission Tips

Module 5: Site Navigation

• Navigation consistency
• Quick Launch
• Top link bar
• Links List

Module 6: Page Editing

• Page types
• Site pages
• Add text to a site page
• Insert hyperlinks into text
• Insert an image
• Embed media
• Publish a site page
• News posts
• Introduction to web parts
• App previews
• Hero web part
• Microsoft 365 web parts
• Audience targeting
• Web part pages and web part connections

Module 7: Connect to Office

• Principals of Office with SharePoint
• Connect to Outlook
• Connect to Excel

Module 8: Report

• SharePoint reports
• Usage and popularity reports
• Inventory reports
• Audit log

Appendix 1: Extended SharePoint functionality

• Site templates
• App templates
• Content organiser
• Add library metadata to a document content type

Appendix 2: Calculated column formulas and functions

• Mathematical
• Logical
• Date and time
• Text

Appendix 3: Column types and limitations Appendix 4: SharePoint boundaries, thresholds and limits

• Web applications and site collections
• Apps

Appendix 5: Request Sign-off Workflow Using Power Automate

• Why use Workflows?
• What is Power Automate?