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SharePoint for Business Process Automation

Course Details
Code: SP-BUS-PA
Tuition (USD): $1,995.00 • Classroom (3 days)
$1,995.00 • Virtual (3 days)

This three-day course teaches business professionals how to take advantage of SharePoint's robust automated business processes. This course is designed to provide students with a deep dive into SharePoint automation ranging from working with documentation to managing records to full workflow processes and task tracking. Users that have some SharePoint knowledge will find this class perfect for learning and building on advanced SharePoint topics.

Skills Gained

  • Empower users to focus on the work that matters instead of the process of how the work gets done
  • Develop organizational efficiency through automation of repetitive tasks
  • Automation contributes to a more consistent user experience
  • Save your organization time, effort and money
  • Organize, manage, and handle content consistently across your business
  • Easily track processes from beginning to end
  • Simplify user discovery of important content
  • Help enforce compliance with government and legal regulations, or internal business processes
  • Identify important information for record retention
  • Focus on real world user application

Who Can Benefit

  • Power Users
  • Site Owners
  • Content Editors
  • Information Managers
  • Site Administrators
  • Site Collection Administrators
  • Project Managers
  • Team Supervisors

Course Details

1. Working with Sites

  • a. Definition of a Site – Why do we create new Sites?
  • b. Site Components revisited
  • c. Site Templates explained for Business Process Automation
  • d. Site Settings and Features
  • e. Creating Sites

Lab 1: Creating a Site Structure – BPA Example

  • Create a Site Collection Top Level Site
  • Default Groups and Permissions
  • Settings and Features
  • Create Child Sites – BPA Example
  • Simple site branding: Title, Logo, Composed Looks
  • Navigation

2. SharePoint Lists

  • a. What are Lists?
  • b. Using Lists to manage Business Processes Automation
  • c. Available List Apps
  • d. Creating Apps using List templates
  • e. Working with the Tasks List App
  • f. Working with Issue Tracking
  • g. Working with Key Performance Indicator (KPI) List
  • h. Advanced List Topics
  • i. Working with Views

Lab 2: Working with Lists in the SharePoint BPA Site

3. SharePoint Libraries

  • a. What are Libraries?
  • b. Using Libraries to manage document information lifecycle in the Enterprise
  • c. Library Architecture
  • d. Available Library Apps
  • e. Creating Apps using Library templates
  • f. Using Version Control
  • g. Advanced Library Topics
  • h. Working with Views

Lab 3: Working with Libraries in the SharePoint BPA Site

Create Libraries in the SharePoint BPA Site

  • Create a Document Library
  • Upload documents and create new documents
  • Enable Version Control
  • Work with documents with Version Control
  • Create a File Plan Report
  • Create a Reports Library
  • Upload and work with reports

4. Content Types

  • a. What are Content Types?

Lab 4: Working with Site Columns and Site Content Types

  • Create Site Columns in the SharePoint BPA Site
  • Create Site Content Types in the SharePoint BPA Site
  • Allow Management of Contents in Document Library
  • Explore Content Types

5. Enterprise Content Management

  • a. Importance of ECM – What is ECM?
  • b. Folders vs. Metadata
  • c. Views and Metadata Navigation
  • d. Default Column Values
  • e. Information Management Policies
  • f. In-place Record Management
  • g. File Plans
  • h. Record Management
  • I. Content Organizer
  • j. Document ID Service
  • k.Managed Metadata
  • l.Managed Metadata Navigation

Lab 5: Working with Enterprise Content Management

  • Create Views in a Document Library
  • Enable Metadata Navigation in a Document Library
  • Enable Default Column Values in a Document Library
  • Enable Information Management Polices in a Document Library
  • Configure In-place Records Management in BPA Site
  • Create a File Plan
  • Configure Content Organizer in BPA Site
  • Configure Document ID Service in BPA Site
  • Create Managed Metadata in BPA Site
  • Enable Managed Metadata in a Document Library
  • Create and Configure Managed Metadata Navigation

6. InfoPath Form Services

  • a. What is InfoPath
  • b. Creating List based InfoPath forms.
  • c. Working with Library based InfoPath Forms.
  • d. InfoPath page design, layout, and themes.
  • e. Using tables for advanced layout.
  • f. InfoPath Fields and Form Controls.
  • g. Managing Rules
  • h. Publishing InfoPath Forms
  • I. InfoPath Form Web Part

LAB 6: Working with InfoPath Form Services

  • Create an InfoPath Form from a List
  • Create an InfoPath Form and Publish to a Library
  • InfoPath Form Web Part

7. Discussion of Alternatives to SharePoint Forms

  • a. Nintex
  • b. K2
  • c. Formotus

8. SharePoint Designer

  • a. What is SharePoint Designer?
  • b.Common Uses of SharePoint Designer

LAB 7: Working with SharePoint Designer

  • SharePoint Designer Basics

9. Business Process Automation using Workflow

  • a. Out-Of-The-Box Workflow
  • b. Workflow Settings
  • c. Workflow administration
  • d. Workflow Creation from the Web Browser
  • e. Complete a Workflow Task

Lab 8: Employing Out-of-the-box Workflows

  • Creating List/Library Workflows
  • Creating an Approval Workflow
  • Creating a Feedback Workflow
  • Creating Content Type Workflows
  • Creating a Digital Signature Workflow
  • Creating a Three-State Workflow
  • Creating Site Workflows

10. Creating Custom Workflows

  • a. 2010 Custom Workflows supported in 2013
  • b. 2013 Workflows

Lab 9: Creating Custom Workflow with SharePoint Designer

  • Creating a 2010 Custom Workflow
  • Creating a 2013 Custom Workflow

11. Advanced Workflow Topics

  • a. Email Customization
  • b. Creating Custom Workflow Forms
  • c. Workflows and Quick Parts
  • d. Initiation Forms
  • e. Workflow Variables

LAB 10: Advanced Workflow Topics

  • Working with Advanced Workflow Topics
  • Email Customization
  • Creating Custom Workflow Forms
  • Workflows and Quick Parts
  • Initiation Forms with Workflow
  • Workflow Variables

12. Customizing a SharePoint Environment for Business Process Automation

  • a. Pages
  • b. Web Parts
  • c. Page Design

LAB 11: Customizing your BPA Site

  • Creating a new Page
  • Configuring Pages and Web Parts for BPA