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Home > Technical Courses > SharePoint > SharePoint for Business Process Automation Training
This course teaches business professionals how to take advantage of SharePoint's robust automated business processes.
The three-day instructor-led SharePoint for Business Process Automation Training course teaches business professionals how to take advantage of SharePoint's robust automated business processes. This course is designed to provide you 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. You will learn about Web Parts, specifically which Web Parts are designed with automated processes in mind. You will also create Pages combining the power of Web Parts together with SharePoint Apps for tracking of important business activities. Each section of the class is followed up by practical and relevant hands-on exercises completed in a fully functional SharePoint 2016 Enterprise environment. The SharePoint for Business Process Automation Training class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2016.
Category
ID
Duration
Level
Price
SharePoint
12966
3 Day(s)
Intermediate
$1,785.00
Objectives
Lesson objectives help you become comfortable with the course, and also provide a means to evaluate learning. In the SharePoint for Business Process Automation Training course, you will learn how to:• 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
1. Working with Sitesa. Definition of a Site – Why do we create new Sites? b. Site Components revisitedc. Site Templates explained for Business Process Automation• Team Site• Project Site• Records Center• Document Centerd. 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 ViewLab 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• Navigation2. SharePoint Listsa. 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 Excele. Working with the Tasks List App• Parent/Child Tasks• Using the Timeline• Using the different Viewsf. Working with Issue Trackingg. Working with Key Performance Indicator (KPI) List• KPI from SharePoint List• KPI from Excel Spreadsheeth. Advanced List Topics• Validating a List Column• Advanced Settings• Deleting Lists• Saving as a Template• Enterprise Keywords• Using Alertsi. Working with Views• Exploring existing Views• Creating a new ViewLab 2: Working with Lists in the SharePoint BPA Site• Create Lists in the SharePoint BPA Site1. "BPA" Tasks2. "BPA" Calendar3. Custom "Classes" List3. SharePoint Librariesa. What are Libraries? b. Using Libraries to manage document information lifecycle in the Enterprisec. Library Architecture• Content Types- Documents• Metadata1. Importance of Metadata2. Folders vs. Metadata3. Columns/Fields Types• Viewsd. Available Library Appse. Creating Apps using Library templates• Creating a Document Library• Creating a Report Libraryf. Using Version Control• Major Versions• Major and Minor Versions• Content Approvalg. Advanced Library Topics• Validating a List Column• Advanced Settings• Deleting a Library• Saving as a Template (with content)• Generating a File Plan Reporth. Working with Views• Exploring existing Views• Creating a new ViewLab 3: Working with Lists in the SharePoint BPA Site• Create Libraries in the SharePoint BPA Site1. Create a Document Library2. Upload documents and create new documents3. Enable Version Control4. Work with documents with Version Control5. Create a File Plan Report6. Create a Reports Library7. Upload and work with reports4. Content Typesa. What are Content Types?• Site Columns• Content Types• Document SetsLab 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 Types5. Enterprise Content Managementa. Importance of ECM – What is ECM?b. Folders vs. Metadatac. Views and Metadata Navigation• Metadata Navigation Settings• Configure Hierarchies and Key Filtersd. Default Column Valuese. Information Management Policies• Retention• Auditing• Barcodes• Lablesf. In-place Record Management• Record Declaration Settings• Manual Record Declarationg. File Plans• Identify Kinds of Records• File Plan Settings• Creating File Planh. Record Management• Record Center Site1. Create Lists and Libraries2. Adding Existing Content Types3. Information Management PoliciesI. Content Organizer• Content Organizer Settings• Create Routing Rules for Content Typesj. Document ID Service• Enable and Configure Use of Document IDs in a Site CollectionK. Managed Metadatal. Managed Metadata NavigationLab 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 Navigation6. InfoPath Form Servicesa. What is InfoPath• InfoPath Form Filler• InfoPath Form Designer• The Future of InfoPathb. 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• Actions1. Query for Data or Submit to a Data Connection2. Set a Field Value3. Switch Viewsh. Publishing InfoPath FormsI. InfoPath Form Web PartLAB 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 Formsa. Nintexb. K2c. FormotusVIII. SharePoint Designera. What is SharePoint Designer?• History• Versions• Basic User Interfaceb.Common Uses of SharePoint Designer• Site Creation• User Groups and Permissions• Lists and Libraries1. Columns2. Views3. Content Types• Site Columns• Site Content Types• WorkflowsLAB 7: Working with SharePoint Designer• SharePoint Designer Basics8. Business Process Automation using Workflowa. Out-Of-The-Box Workflow• Approval Workflow• Feedback Workflow• Digital Signatures Workflow• Three State Workflow• Publishing Workflow• Disposition Workflowb. Workflow Settings• Task List• History List• Adding Users to Workflows1. Serial Workflows vs. Parallel Workflows2. Stages• Due Dates• Duration Per Task• Content Approvalc. Workflow administration• Manually Starting a Workflow by an Authenticated Userd. Workflow Creation from the Web Browser• List/Library Workflows• Content Type Workflows• Site Workflowse. Complete a Workflow TaskLab 8: Employing Out-of-the-box Workflows• Creating List/Library Workflows1. Creating an Approval Workflow2. Creating a Feedback Workflow• Creating Content Type Workflows1. Creating a Digital Signature Workflow2. Creating a Three-State Workflow• Creating Site Workflows9. Creating Custom Workflowsa. 2010 Custom Workflows supported in 2013• Create Rules Based Workflows1. Steps2. Actions3. Conditions4. Eventsb. 2013 Workflows• Changes from 2010 Custom Workflows• Create Rules Based Workflows1. Stages2. Actions3. ConditionsLab 9: Creating Custom Workflow with SharePoint Designer• Creating a 2010 Custom Workflow• Creating a 2013 Custom Workflow10. Advanced Workflow Topicsa. Email Customization• Layout, Markup, and Brandingb. Creating Custom Workflow Forms• Modifying InfoPath Forms Used in Workflowsc. Workflows and Quick Parts• Creating Reusable Content in Word for use in Workflowsd. Initiation Forms• Collection Information from Users to Reference in Workflowse. Workflow VariablesLAB 10: Advanced Workflow Topics• Working with Advanced Workflow Topics• Email Customization• Creating Custom Workflow Forms• Workflows and Quick Parts• Initiation Forms with Workflow• Workflow Variables11. Customizing a SharePoint Environment for Business Process Automationa. Pages• Page Types• Choosing the right Page type• Creating Pagesb. Web Parts• What are Web Parts• Using the common Web Parts• Web Part propertiesc. Page Design• Creating Pages• Page layout• Placing components on your PageLAB 11: Customizing your BPA Site• Creating a new Page• Configuring Pages and Web Parts for BPA12. Classroom Q&A
Questions?
MCSE - Microsoft Certified Solutions Expert: SharePointMCSD - SharePoint Applications Certification
Although it is not mandatory, students who have completed the Introduction to SharePoint for End Users course have found it very helpful when completing this course.
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