Sharepoint for Business Process Automation

Course Details
Code: 1077
Tuition (USD): $1,995.00 • Virtual (3 days)
$1,995.00 $1,795.50 • Classroom (3 days)

This three-day SharePoint training 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.

This class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2016.

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

The target audience for this class is experienced SharePoint users tasked with information management. The audience includes the following SharePoint roles:

  • Power Users
  • Site Owners
  • Content Editors
  • Information Managers
  • Site Administrators
  • Site Collection Administrators
  • Project Managers
  • Team Supervisors
  • This class is for SharePoint 2013, 2016, and Office 365 Users.

 

Course Details

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

Lab 2: Working with Lists in the SharePoint BPA Site

  • Create Lists in the SharePoint BPA Site

Lab 3: Working with Libraries in the SharePoint BPA Site

  • Create Libraries in the SharePoint BPA Site

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

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

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

Lab 7: Working with SharePoint Designer

  • SharePoint Designer Basics

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

  • Creating List/Library Workflows
  • Creating Content Type Workflows
  • Creating Site Workflows

Lab 9: Creating Custom Workflow with SharePoint Designer

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

Lab 10: Advanced Workflow Topics

  • Working with Advanced Workflow Topics

Lab 11: Customizing Your BPA Site

2016-02-29 11:25:20.390000000

12. Customizing a SharePoint Environment for Business Process Automation

  • Pages
  • Web Parts
  • Page Design

13. Classroom Q&A

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

Lab 2: Working with Lists in the SharePoint BPA Site

  • Create Lists in the SharePoint BPA Site

Lab 3: Working with Libraries in the SharePoint BPA Site

  • Create Libraries in the SharePoint BPA Site

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

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

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

Lab 7: Working with SharePoint Designer

  • SharePoint Designer Basics

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

  • Creating List/Library Workflows
  • Creating Content Type Workflows
  • Creating Site Workflows

Lab 9: Creating Custom Workflow with SharePoint Designer

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

Lab 10: Advanced Workflow Topics

  • Working with Advanced Workflow Topics

Lab 11: Customizing Your BPA Site

  • Creating a New Page