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SharePoint for Business Process Automation


3 Days
Classroom Session   |  
3 Days
Live Online

IIBA (CDU)

ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.

NASBA (CPE)

NASBA continuing professional education credits (CPE) assist Certified Public Accountants in reaching their continuing education requirements.

PMI (PDU)

Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

NASBA
NASBA
25.00 CPEs
PMI
PMP/PgMP
21.00 T-PDUs

Expertise Level: Intermediate
Certification
Classroom Registration Fees
Individual:
$1995.00
Group Rate:
$1795.00
(per registrant, 2 or more)
GSA Individual:
$1456.35
Live Online Registration
Live Online:
$1995.00
Private Onsite Package

This course can be tailored to your needs for private, onsite delivery at your location.

Learn More About Enterprise Team Training

Overview

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 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
Upcoming Dates and Locations
Guaranteed To Run
May 15, 2017 – May 17, 2017    10:30am – 5:30pm Live Online
10:30am – 5:30pm
Register
Jun 19, 2017 – Jun 21, 2017    8:30am – 4:30pm Boston, Massachusetts

Microtek Boston
25 Burlington Mall Road
2nd Floor
Burlington, MA 01803
United States

Register
Jun 19, 2017 – Jun 21, 2017    9:30am – 5:30pm Live Online
9:30am – 5:30pm
Register
Jul 10, 2017 – Jul 12, 2017    8:30am – 4:30pm Denver, Colorado

Please call ASPE for location details
at 1-877-800-5221

Denver, CO 80202
United States

Register
Jul 17, 2017 – Jul 19, 2017    8:30am – 4:30pm Raleigh, North Carolina

ASPE Training
114 Edinburgh South Dr
Suite 200
Cary, NC 27511
United States

Register
Jul 17, 2017 – Jul 19, 2017    10:30am – 5:30pm Live Online
10:30am – 5:30pm
Register
Aug 18, 2017 – Aug 20, 2017    8:30am – 4:30pm Houston, Texas

Please call ASPE for location details
at 1-877-800-5221

Houston, TX 77001
United States

Register
Aug 18, 2017 – Aug 20, 2017    9:30am – 5:30pm Live Online
9:30am – 5:30pm
Register
Aug 21, 2017 – Aug 23, 2017    8:30am – 4:30pm Seattle, Washington

Please call ASPE for location details
at 1-877-800-5221

Seattle, WA 98101
United States

Register
Aug 21, 2017 – Aug 23, 2017    10:30am – 5:30pm Live Online
10:30am – 5:30pm
Register
Oct 16, 2017 – Oct 18, 2017    8:30am – 4:30pm Sacramento, California

UC Davis
2901 K Street, Ste 204
Sutter Square Galleria
Sacramento, CA 95816
United States

Register
Oct 16, 2017 – Oct 18, 2017    10:30am – 5:30pm Live Online
10:30am – 5:30pm
Register
Nov 28, 2017 – Nov 30, 2017    8:30am – 4:30pm Raleigh, North Carolina

Please call ASPE for location details
at 1-877-800-5221

Raleigh, NC 27609
United States

Register
Nov 28, 2017 – Nov 30, 2017    8:30am – 4:30pm Minneapolis, Minnesota

Euler Training Center
1660 Highway 100 S
Ste 101 - Parkdale Plaza
Minneapolis, MN 55416
United States

Register
Nov 28, 2017 – Nov 30, 2017    9:30am – 5:30pm Live Online
9:30am – 5:30pm
Register
Dec 18, 2017 – Dec 20, 2017    8:30am – 4:30pm Phoenix, Arizona

Dynamic Worldwide
4500 S. Lakeshore Dr
Suite 600
Tempe, AZ 85282
United States

Register
Dec 18, 2017 – Dec 20, 2017    10:30am – 5:30pm Live Online
10:30am – 5:30pm
Register
Course Outline

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
    1. "BPA" Tasks
    2. "BPA" Calendar
    3. 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
    1. Importance of Metadata
    2. Folders vs. Metadata
    3. 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
    1. Create a Document Library
    2. Upload documents and create new documents
    3. Enable Version Control
    4. Work with documents with Version Control
    5. Create a File Plan Report
    6. Create a Reports Library
    7. 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
    1. Create Lists and Libraries
    2. Adding Existing Content Types
    3. 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
    1. Query for Data or Submit to a Data Connection
    2. Set a Field Value
    3. 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
    1. Columns
    2. Views
    3. 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
    1. Serial Workflows vs. Parallel Workflows
    2. 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
    1. Creating an Approval Workflow
    2. Creating a Feedback Workflow
  • Creating Content Type Workflows
    1. Creating a Digital Signature Workflow
    2. Creating a Three-State Workflow
  • Creating Site Workflows

10. Creating Custom Workflows

a. 2010 Custom Workflows supported in 2013

  • Create Rules Based Workflows
    1. Steps
    2. Actions
    3. Conditions
    4. Events

b. 2013 Workflows

  • Changes from 2010 Custom Workflows
  • Create Rules Based Workflows
    1. Stages
    2. Actions
    3. Conditions
    4. Events
    5. 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

 

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.

Bonus Materials

The SharePoint Institute is an organization dedicated to the advancement of SharePoint professionals through real-world business application certificates. This course has been reviewed and approved by the SharePoint Institute as an approved training course for the SharePoint Business Process Automation Certificate. Attendees will have the opportunity to take the SharePoint Business Process Automation Assessment at the end of class, however, the exam is not required for completion of ASPE's training course.

Yes, this course looks perfect for my needs!

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