Course description
Module 1 – Review SharePoint and 365
- Introducing Office 365 and SharePoint Online for Businesses
- Logging on to the Trial Tenancy
- Recap of Document Libraries in SharePoint
Module 2 – Manage Documents & Library Settings
- Working with SharePoint library apps
- Working with documents
- Library Settings, versions, draft and approved status
- Advanced settings
- Using Templates and default document types
Module 3 – Understand Columns Metadata and Creating Views
- Keywords, columns and metadata, (vs Folders!)
- Filter and sorting
- Working with views
- Creating and managing views / personal views
- Metadata vs labelling and sensitivity labels
- Intro to managed metadata term sets
Module 4 – Overview of Permissions
- Overview of O365, Teams and SharePoint permissions
- Importance of governance
- Site permission groups
- Sharing and sending links
- Checking who has permissions
Module 5 – Managing the Metadata Term Store
- Overview of the term store
- Understanding terms and life cycle management
- Creating term groups
- Creating the term store
- Creating Term Sets in the UI
- Creating Term Sets via importing via a CSV
Module 6 – Search / Discover Information
- Search in Office 365
- SharePoint search options
- How Search and security works
- People Search and Delve
Module 7 – Document Migration
- Planning for document migration
- Free and pay-fortools
- Migrating personal content to OneDrive
- Migrating company documents to SharePoint site(s) and libraries
- Considering GDPR and Compliance
- Importance of Governance
Module 8 – Document and Records Management (Optional / if time)
- What is a document vs record?
- Document Centre, Record Centre or In-Place document management
- Metadata, tags, labels and compliance
- Content types
- What is possible with Compliance Centre and eDiscovery?
Upcoming start dates
Choose between 2 start dates
Suitability - Who should attend?
Who is this for?
Please note that we require a minimum of three delegates to enrol. Don’t worry, we will keep you informed throughout the booking process and will add you to the waiting list once you contact us. We appreciate your interest and we’ll be in touch soon!
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Imagine Training
e-Innovation Centre
Priorslee Campus, University of Wolverhampton
TF2 9FT Telford Shropshire
Imagine Training
Welcome to Imagine Training, empowering businesses through comprehensive Microsoft 365 training with a particular emphasis on Excel Training. As we navigate through the rapidly evolving digital age, our mission is to ensure your organisation not only keeps pace but excels....
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