Overview

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.
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Prerequisites

  • 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.
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Learning Outcomes

  • 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
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Course Outline

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?
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Why choose QA

Special Notices

Please note: for Attend from Anywhere customers an additional screen is required for this course to work through remote desktop labs and view training information.

NB: QA reserves the right to change the contents of this course without prior notice due to the online nature of the software and regular updates rolled out by Microsoft.

Dates & Locations

Frequently asked questions

See all of our FAQs

How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

Learn more about our Virtual Classrooms.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

Learn more about QA’s online courses.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

Contact Us

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