SharePoint for Business Process Automation

3 Days

Description

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. 

This class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2013 and will be updated to the SharePoint 2016 environment as of June/July 2016.

  • 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 should attend:

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.

Upcoming Classes

Virtual Classroom Live
November 28, 2017

$1,995.00
3 Days    9:30 AM EDT - 5:30 PM EDT
view class details and enroll
Classroom Live
November 28, 2017

Minneapolis, MN
$1,995.00
3 Days    8:30 AM - 4:30 PM
view class details and enroll
Virtual Classroom Live
December 18, 2017

$1,995.00
3 Days    10:30 AM EDT - 5:30 PM EDT
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview

  • 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
      • Team Site
      • Project Site
      • Records Center
      • Document Center
    • d. Site Settings and Features 
    • e. Creating Sites
      • Initial Settings: Title, URL, Template, and default Permissions and Navigation
      • Default layout based on template selection
      • Editing Navigation: Top Link Bar and Quick Launch
      • Site Settings
      • Tree View
    • 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
      • Creating common Lists from templates
      • Building a Custom List
      • Importing from Excel
    • e. Working with the Tasks List App
      • Parent/Child Tasks
      • Using the Timeline
      • Using the different Views
    • f. Working with Issue Tracking
    • g. Working with Key Performance Indicator (KPI) List
      • KPI from SharePoint List
      • KPI from Excel Spreadsheet
    • h. Advanced List Topics
      • Validating a List Column
      • Advanced Settings
      • Deleting Lists
      • Saving as a Template
      • Enterprise Keywords
      • Using Alerts
    • i. Working with Views
      • Exploring existing Views
      • Creating a new View
    • Lab 2: Working with Lists in the SharePoint BPA Site
      • Create Lists in the SharePoint BPA Site
        • "BPA" Tasks
        • "BPA" Calendar
        • Custom "Classes" List
  • 3. SharePoint Libraries
    • a. What are Libraries? 
    • b. Using Libraries to manage document information lifecycle in the Enterprise
    • c. Library Architecture
      • Content Types- Documents
      • Metadata
        • Importance of Metadata
        • Folders vs. Metadata
        • Columns/Fields Types
      • Views
    • d. Available Library Apps
    • e. Creating Apps using Library templates
      • Creating a Document Library
      • Creating a Report Library
    • f. Using Version Control
      • Major Versions
      • Major and Minor Versions
      • Content Approval
    • g. Advanced Library Topics
      • Validating a List Column
      • Advanced Settings
      • Deleting a Library
      • Saving as a Template (with content)
      • Generating a File Plan Report
    • h. Working with Views
      • Exploring existing Views
      • Creating a new View
    • 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?
      • Site Columns
      • Content Types
      • Document Sets
    • 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
      • Metadata Navigation Settings
      • Configure Hierarchies and Key Filters
    • d. Default Column Values
    • e. Information Management Policies
      • Retention
      • Auditing
      • Barcodes
      • Lables
    • f. In-place Record Management
      • Record Declaration Settings
      • Manual Record Declaration
    • g. File Plans
      • Identify Kinds of Records
      • File Plan Settings
      • Creating File Plan
    • h. Record Management
      • Record Center Site
        • Create Lists and Libraries
        • Adding Existing Content Types
        • Information Management Policies
    • I. Content Organizer
      • Content Organizer Settings
      • Create Routing Rules for Content Types
    • j. Document ID Service
      • Enable and Configure Use of Document IDs in a Site Collection
    • 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
      • InfoPath Form Filler
      • InfoPath Form Designer
      • The Future of 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
      • Validating Data
      • Formatting Data
      • Actions
        • Query for Data or Submit to a Data Connection
        • Set a Field Value
        • Switch Views
    • 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?
      • History
      • Versions
      • Basic User Interface
    • b.Common Uses of SharePoint Designer
      • Site Creation
      • User Groups and Permissions
      • Lists and Libraries
        • Columns
        • Views
        • Content Types
      • Site Columns
      • Site Content Types
      • Workflows
    • LAB 7: Working with SharePoint Designer
      • SharePoint Designer Basics
  • 9. Business Process Automation using Workflow
    • a. Out-Of-The-Box Workflow
      • Approval Workflow
      • Feedback Workflow
      • Digital Signatures Workflow
      • Three State Workflow
      • Publishing Workflow
      • Disposition Workflow
    • b. Workflow Settings
      • Task List
      • History List
      • Adding Users to Workflows
        • Serial Workflows vs. Parallel Workflows
        • Stages
      • Due Dates
      • Duration Per Task
      • Content Approval
    • c. Workflow administration
      • Manually Starting a Workflow by an Authenticated User
    • d. Workflow Creation from the Web Browser
      • List/Library Workflows
      • Content Type Workflows
      • Site Workflows
    • 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
      • Create Rules Based Workflows
        • Steps
        • Actions
        • Conditions
        • Events
    • b. 2013 Workflows
      • Changes from 2010 Custom Workflows
      • Create Rules Based Workflows
        • Stages
        • Actions
        • Conditions
        • Events
        • Loops
    • 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
      • Layout, Markup, and Branding
    • b. Creating Custom Workflow Forms
      • Modifying InfoPath Forms Used in Workflows
    • c. Workflows and Quick Parts
      • Creating Reusable Content in Word for use in Workflows
    • d. Initiation Forms
      • Collection Information from Users to Reference in Workflows
    • 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
      • Page Types
      • Choosing the right Page type
      • Creating Pages
    • b. Web Parts
      • What are Web Parts
      • Using the common Web Parts
      • Web Part properties
    • c. Page Design
      • Creating Pages
      • Page layout
      • Placing components on your Page
    • LAB 11: Customizing your BPA Site
      • Creating a new Page
      • Configuring Pages and Web Parts for BPA
  • 13. Classroom Q&A

Upcoming Classes

Virtual Classroom Live
November 28, 2017

$1,995.00
3 Days    9:30 AM EDT - 5:30 PM EDT
view class details and enroll
Classroom Live
November 28, 2017

Minneapolis, MN
$1,995.00
3 Days    8:30 AM - 4:30 PM
view class details and enroll
Virtual Classroom Live
December 18, 2017

$1,995.00
3 Days    10:30 AM EDT - 5:30 PM EDT
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Prerequisites

This class has no prerequisites

Upcoming Classes

Virtual Classroom Live
November 28, 2017

$1,995.00
3 Days    9:30 AM EDT - 5:30 PM EDT
view class details and enroll
Classroom Live
November 28, 2017

Minneapolis, MN
$1,995.00
3 Days    8:30 AM - 4:30 PM
view class details and enroll
Virtual Classroom Live
December 18, 2017

$1,995.00
3 Days    10:30 AM EDT - 5:30 PM EDT
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date