Section 03: Training Requirements Training Curriculum Training Course: SharePoint Essentials – Site Members Target Audience: DHS SharePoint Members Objectives: This course provides learners with the knowledge and skills necessary to efficiently navigate retrieve and contribute content to a SharePoint 2010 and 2013 environment. Curriculum must reflect SharePoint 2010 and 2013 functionality. Module # Topic Description Objectives Method 01 Introduction to DHS Workplace Sites. This module will cover the following: DHS Workplace SharePoint Sites DHS Collaboration and Governance. After completing this module, Members will know DHS Workplace site taxonomy, roles and identify sites that meet their business needs. eLearning 02 Navigation This module will cover the following: Introduction to the SharePoint Ribbon Overview Navigation Overview Navigating through sites Navigating within team sites Search Overview Search the entire DHS Workplace Search for a document/item within a site After completing this module, Members will know how to navigate through DHS Workplace sites using the Primary Navigation bar, Top Link bar, Global Breadcrumbs, site Breadcrumbs, and Quick Launch. Members will be able to search for sites, documents, and people within DHS Workplace. Members will be introduced to the SharePoint ribbon and how to use the ribbon to quickly navigate and gain eLearning and Case study supplement
Search for a document/item within a list/library access to additional SharePoint functionality. 03 Security This module will cover the following: Security Overview including concepts, users and groups. Permission Level Overview. How to access a site. After completing this module, Members will understand permission concepts within DHS Workplace and site access. eLearning and Case study supplement 04 List Concepts This module will provide users with an introduction to the following features: General Settings: Adapt list settings for other users including: Communications Columns Views URLs After completing this module, Members will apply list concepts to a site. eLearning and Case study supplement 05 Lists This module will cover the following: Lists Overview Types, features and functions of lists After completing this module, Members will gather, publish and maintain data by using lists, announcements, calendars, discussion boards, tasks, eLearning and Case study supplement
Edit a task and review versions Review the tasks views Delete a task Project Tasks List Create a Gantt chart view Create a task 06 Libraries This module will cover the following: Libraries Overview Document Libraries Add document using the New Document link Upload a single document Checking documents in and out Upload multiple documents Upload a document using Explorer Upload an email using Explorer Using a right-click to copy a After completing this module, Members will be able manage their files and pictures within document libraries and picture libraries. Document management capabilities include version control, content approval, searching, organizing, and document metadata. eLearning and Case study supplement
Calendar View Create a Calendar view Gantt View Create a Gantt view 07 Versioning This module will cover the following: Versioning Overview Enable versioning features Historical Versions Create a version Upload a version to an existing document Versioning properties Create a version by checking out, opening, editing, saving, and checking in a document View Versions View version history Create a view with a After completing this module, Site Owners will be able to version their documents for the development of a document life cycle. Site Owners will also be able to use the content approval feature to manage publishing of documentation. eLearning and Case study supplement
Delete a library Set security on a library Customize a document template for a library Enable versioning settings Manage columns for a library Add existing content types to a library Document Libraries Restore a document for users after 30 day Customize Send To – Other Locations Create a column Create a view Create a folder Picture Libraries Create a picture library document and pictures libraries. Site Owners will be able to document management capabilities including version control, use of the feature, content approval, searching, organizing, and document metadata. Site Owners will understand accessibility laws (Minnesota and Federal), and how to incorporate accessibility into SharePoint libraries.
Modify a workflow in progress 12 Pages and Web Parts This module will cover the following: Pages and Web Parts Overview Web Part Pages and Basic Pages Add Web-Parts to your home page Create a Web Part Page library Create a Web Part Page Edit Web Part Page properties Add Web Parts to Web Part Pages Adding one Web Part multiple times with different views to create a Web Part Page Use Target Audience with Site Owners will be able to plan, organize and design Web Pages. Site Owners will understand accessibility laws (Minnesota and Federal), and how to incorporate accessibility into web pages. eLearning and Case study supplement
Course: Nintex Workflow Essentials Target Audience: Site Owners and Site Collection Administrators Course Description: This course provides learners with the fundamentals of working with Nintex Workflow 2013, best practices and tips for designing workflows, creating workflows to automate business processes, and provides the necessary skills to be a SharePoint workflow designer. Module # Topic Description Objectives Method 01 Introduction to Nintex Workflow This module will cover the following: Workflow Designer Types of workflows (list/library/site) Workflow templates Workflow actions Exporting and importing workflows Workflow integration with SharePoint permissions Workflow integration with tasks lists After completing this module, learners will be familiar with Nintex Workflow Designer and features. eLearning 02 Create Basic Workflows This module will cover the following: Best practices and tips for creating and designing workflows Creating basic workflows After completing this module, learners will be able to navigate through Nintex Workflow Designer, be familiar with best practices and tips for designing workflows, and building basic workflows that interact with users. eLearning and Case study supplement 03 Create Advanced Workflows This module will cover the following: Best practices and tips for creating advanced workflows Creating advanced workflows After completing this module, learners will be able to build advanced workflows that automate business processes. eLearning and Case study supplement 04 Create State This module will cover the following: After completing this module, learners eLearning and
Machine Workflows Best practices and tips for creating State Machine workflows Creating State Machine workflows will be familiar with modeling workflow in an event-driven manner. Case study supplement 05 Create Site Workflows This module will cover the following: Creating site workflows Schedule workflows After completing this module, learners will be able to create site workflows, determine when to use a site workflow vs. list/library workflow, and be able to schedule workflows. eLearning and Case study supplement