SharePoint for Business Process Automation

Learn how to draw the benefits of SharePoint’s robust automated business processes

Course Code : 1939

$1995

Overview
Schedule classes
What you'll learn
Outline
Prerequisites
Who should attend
Certification

Overview

This three day SharePoint training course discusses SharePoint automation ranging from working with documentation to managing records, and from full workflow processes to task tracking. The class is perfect for learning and building on advanced SharePoint concepts.

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

Schedule Classes

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Course Delivery

This course is available in the following formats:

Live Classroom
Duration: 3 days

Live Virtual Classroom
Duration: 3 days

What You'll learn

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

Outline

Module 1: Working with sites

Definition of a Site – Why do we create new Sites?
Site Components revisited
Site Templates explained for Business Process Automation
- Team Site
- Project Site
- Records Center
- Document Center
Site Settings and Features
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: 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

Module 2: SharePoint lists

What are Lists?
Using Lists to manage Business Processes Automation
Available List Apps
Creating Apps using List templates
- Creating common Lists from templates
- Building a Custom List
- Importing from Excel
Working with the Tasks List App
- Parent/Child Tasks
- Using the Timeline
- Using the different Views
Working with Issue Tracking
Working with Key Performance Indicator (KPI) List
- KPI from SharePoint List
- KPI from Excel Spreadsheet
Advanced List Topics
- Validating a List Column
- Advanced Settings
- Deleting Lists
- Saving as a Template
- Enterprise Keywords
- Using Alerts
Working with Views
- Exploring existing Views
- Creating a new View
Lab: Working with Lists in the SharePoint BPA Site
- Create Lists in the SharePoint BPA Site
- “BPA” Calendar
- Custom “Classes” List

Module 3: SharePoint libraries

What are Libraries?
Using Libraries to manage document information lifecycle in the Enterprise
Library Architecture
- Content Types- Documents
- Metadata
  
  Importance of Metadata
  
  Folders vs. Metadata
  
  Columns/Fields Types
- Views
Available Library Apps
Creating Apps using Library templates
- Creating a Document Library
- Creating a Report Library
Using Version Control
- Major Versions
- Major and Minor Versions
- Content Approval
Advanced Library Topics
- Validating a List Column
- Advanced Settings
- Deleting a Library
- Saving as a Template (with content)
- Generating a File Plan Report
Working with Views
- Exploring existing Views
- Creating a new View
Lab: 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

Module 4: Content types

What are content types?
- Site columns
- Content types
- Document sets
Lab: 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

Module 5: Enterprise Content Management

Importance of ECM – What is ECM?
Folders vs. Metadata
Views and Metadata Navigation
- Metadata Navigation Settings
- Configure Hierarchies and Key Filters
Default Column Values
Information Management Policies
- Retention
- Auditing
- Barcodes
- Labels
In-place Record Management
- Record Declaration Settings
- Manual Record Declaration
File Plans
- Identify Kinds of Records
- File Plan Settings
- Creating File Plan
Record Management
- Record Center Site
  
  Create Lists and Libraries
  
  Adding Existing Content Types
  
  Information Management Policies
- Content Organizer
  
  Content Organizer Settings
  
  Create Routing Rules for Content Types
- Document ID Service
  
  Enable and Configure Use of Document IDs in a Site Collection
- Managed Metadata
- Managed Metadata Navigation
- Lab: 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\

Module 6: InfoPath form services

What is InfoPath
- InfoPath Form Filler
- InfoPath Form Designer
- The Future of InfoPath
Creating List based InfoPath forms.
Working with Library based InfoPath Forms.
InfoPath page design, layout, and themes.
Using tables for advanced layout.
InfoPath Fields and Form Controls.
Managing Rules
- Validating Data
- Formatting Data
- Actions
  
  Query for Data or Submit to a Data Connection
  
  Set a Field Value
  
  Switch Views
- Publishing InfoPath Forms
- InfoPath Form Web Part
- Lab: 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

Module 7: Discussion of Alternatives to SharePoint Forms

Nintex
K2
Formotus

Module 8: SharePoint designer

What is SharePoint Designer?
- History
- Versions
- Basic User Interface
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: Working with SharePoint Designer
- SharePoint Designer Basics

Module 9: Business Process Automation using Workflow

Out-Of-The-Box Workflow
- Approval Workflow
- Feedback Workflow
- Digital Signatures Workflow
- Three State Workflow
- Publishing Workflow
- Disposition Workflow
Workflow Settings
- Task List
- History List
- Adding Users to Workflows
  
  Serial Workflows vs. Parallel Workflows
  
  Stages
  
  Due Dates
- Duration Per Task
- Content Approval
Workflow administration
- Manually Starting a Workflow by an Authenticated User
Workflow Creation from the Web Browser
- List/Library Workflows
- Content Type Workflows
- Site Workflows
Complete a Workflow Task
Lab: 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

Module 10: Creating custom workflows

2010 Custom Workflows supported in 2013
- Create Rules Based Workflows
  
  Steps
  
  Actions
  
  Conditions
  
  Events
- 2013 Workflows
  
  Changes from 2010 Custom Workflows
  
  Create Rules Based Workflows
  
  Stages
  
  Actions
  
  Conditions
  
  Events
  
  Loops
  
  Lab: Creating Custom Workflow with SharePoint Designer
  
  Creating a 2010 Custom Workflow
  
  Creating a 2013-2016 Custom Workflow

Module 11: Advanced workflow topics

Email Customization
- Layout, Markup, and Branding
Creating Custom Workflow Forms
- Modifying InfoPath Forms Used in Workflows
Workflows and Quick Parts
- Creating Reusable Content in Word for use in Workflows
Initiation Forms
- Collection Information from Users to Reference in Workflows
Workflow Variables
Lab: Advanced Workflow Topics
- Email Customization
- Creating Custom Workflow Forms
- Workflows and Quick Parts
- Initiation Forms with Workflow
- Workflow Variables

Module 12: Customizing a SharePoint environment for Business Process Automation

Pages
- Page types
- Choosing the right page type
- Creating pages
Web parts
- What are web parts
- Using the common Web Parts
  
  Web Part properties
- Page Design
  
  Creating Pages
  
  Page layout
  
  Placing components on your Page
- Lab: Customizing your BPA Site
  
  Creating a new Page
  
  Configuring Pages and Web Parts for BPA

Module 13: Classroom Q&A

Prerequisites

There are no prerequisites for this course. Participants would find it helpful to complete the Introduction to SharePoint for End Users course prior to taking up this course.

Who Should Attend

The course is highly recommended for –

Power users
Site owners
Content editors
Information managers
Site administrators
Site collection administrators
Project managers
Team supervisors

Interested in this course? Let’s connect!

Certification

The course helps participants prepare for the SharePoint Business Process Automation certificate examination. The examination comprises of multiple choice and true/false questions in a web-based exam.

This certification proves you can –

Improve the expediency of business outcomes with SharePoint Automation
Streamline processes and improve organizational transparency that results in productivity gains and cost savings
Bring order to document and data intensive environments
Increase visibility to management, IT and operational teams
Improve and seamlessly monitor and manage back-office processes
Drive accountability and identify continuous improvement opportunities