MASTERING SHAREPOINT 2019 FOR END USERS

[PhDLeToanThang]

COURSE OUTLINE: MASTERING SHAREPOINT 2019 FOR END USERS

(Microsoft SharePoint 2019 for End Users)

1. COURSE NAME: Mastering SharePoint 2019 - Essential Skills for Office Work, Document Management, Digital Libraries, and Corporate Knowledge Repositories.

• Course Code: MS-55293-A (Equivalent).

2. TARGET AUDIENCE:

• Office staff, administrative professionals, secretaries, and assistants.
• Personnel responsible for managing documents, records, and archives at the department or enterprise level.
• Individuals who frequently need to search, look up, and use documents, texts, and digital materials on the company's shared system.
• Department Heads/Deputies who want to better understand the tool to manage their team's work and documents more effectively.

3. COURSE OBJECTIVES:
Upon completing this course, students will be able to:

• Understand the concepts, roles, and benefits of SharePoint in a corporate environment.
• Understand Microsoft Copilot and how to leverage the power of AI to enhance work efficiency with data, even on the SharePoint 2019 platform.
• Proficiently access, navigate, and become familiar with the interface of a SharePoint Site.
• Manage documents professionally: Upload/download, edit, share, and collaborate on the same document securely and efficiently.
• Use advanced features of a Document Library, such as versioning, check-in/check-out, and metadata for document classification.
• Work effectively with Lists: Use list types such as Calendar, Tasks, and Contacts to manage information and coordinate work.
• Master search skills: Find information and documents quickly and accurately using SharePoint's powerful search engine.
• Understand and apply basic permissions to share information with the right people for the right purpose.
• Integrate SharePoint with other Microsoft Office applications (Word, Excel, Outlook) to optimize workflows.

4. PREREQUISITES:

• Proficient in using computers and web browsers (Google Chrome, Microsoft Edge, etc.).
• Basic knowledge of the Microsoft Office suite (Word, Excel).
• Knowledge of Teams, PowerApps, Power BI, OneDrive, and Copilot AI is preferred.

5. ESTIMATED DURATION: 3 days (24 hours) or 6 sessions.

6. DELIVERY METHOD: Flexible (Private Classes, Self-paced Online Learning with Labs).

7. COURSE OVERVIEW
Master SharePoint with this comprehensive and hands-on course! This course covers everything an End User and a Site Owner need to know to successfully manage SharePoint.
You will start with the fundamentals. First, you will become familiar with the layout and navigation of SharePoint. Next, you will learn how to use Lists to store and view data, and Libraries to manage files and control document versions. Then, you will get hands-on experience with SharePoint Sites. You will use site templates to create project sites, team sites, community sites, and blog sites. You will create and configure site navigation, and the instructor will guide you on how to manage page content.
Next, you will learn best practices for using Web Parts, creating Site Columns, using Content Types, and integrating with Excel and Outlook. Finally, the course will conclude with managing SharePoint site permissions, including hands-on practice creating SharePoint groups, assigning permissions, and adjusting permission inheritance.
Upon completion of this course, you will be confident in using and managing SharePoint sites.

8. DETAILED COURSE CONTENT
Module 1. Introduction to SharePoint 2019

1. SharePoint Versions
2. Layout and Navigation on a Team Site
3. Layout
4. Navigation
5. Lab: Navigating a Team Site.

Module 2. (NEW) Introduction to Microsoft Copilot and its Potential Application with SharePoint

1. What is Microsoft Copilot? An overview of the AI assistant in the Microsoft 365 suite.
2. Important Note: Copilot deeply integrates with SharePoint Online (the cloud version). For SharePoint 2019 (the on-premises version), direct integration is not available. This module will guide on how to leverage the "mindset" and "power" of Copilot to work more effectively with data on SharePoint 2019.
3. Examples and Use Cases:
   • Accelerate Search: Use Copilot to generate complex and precise search queries to apply within SharePoint's search bar.
   • Summarize and Analyze Documents: Learn how to download documents from SharePoint 2019 and use Copilot in Word/Edge to quickly summarize content and extract key points.
   • Draft Content: Use Copilot to draft an announcement, a policy, or meeting minutes before uploading to a SharePoint document library.
   • AI Consultation: Ask Copilot for advice on how to structure a library, what metadata is needed for a specific document type, or which List type is suitable for a work management need.
4. Lab:
   • Practice using Copilot (in a M365/web environment) to create effective search queries for SharePoint.
   • Practice asking Copilot to summarize a sample document (assuming it was downloaded from SharePoint).

Module 3. List Basics

1. Creating Apps from List Templates
2. Creating a New List
3. List Columns
4. Creating List Columns
5. Column Validation
6. Setting up Column Validation
7. Lab: Working with Lists on a Team Site
8. Lab: Creating a Custom List and Columns

Module 4. Library Basics

1. Library Templates
2. Creating a New Library
3. Creating a Document Library and Adding Columns
4. Creating an Asset Library
5. Document Management and Version Control:
   • Checking Out a Document
   • Deleting and Restoring a Document
   • Versioning
6. Lab: Working with Libraries on a Team Site
7. Lab: Creating Different Types of Libraries
8. Lab: Controlling Document Versions.

Module 5. Working with List and Library Views

1. Default Views
2. Exploring Default Views
3. Custom Views
4. Creating a Custom View
5. Lab: Working with Views
6. Lab: Creating Public and Personal Views.

Module 6. Working with Sites

1. Site Templates
2. Creating a New Site
3. Creating a Team Site
4. Site Navigation
5. Managing Site Navigation
6. Lab: Creating a Team Site
7. Lab: Creating a Meeting Workspace
8. Lab: Creating a Blog Site.

Module 7. Page Content

1. Wiki Library Pages
2. Editing the Team Site Home Page
3. Web Part Pages
4. Creating a Web Part Page
5. Working with Web Parts
6. Adding a Web Part to a Page
7. Lab: Working with Wiki Pages
8. Lab: Working with Web Part Pages and Web Parts.

Module 8. Site Columns and Content Types

1. Site Column Gallery
2. Exploring the Site Column Gallery
3. Creating a Site Column
4. Adding a Site Column to a List
5. Site Content Type Gallery
6. Exploring the Site Content Type Gallery
7. Creating a Content Type
8. Creating and Using a Content Type
9. Lab: Creating and Working with Content Types
10. Lab: Adding a Content Type to a Library.

Module 9. Office Integration

1. Integration with Excel:
   • Importing Data from an Excel Spreadsheet into a List
   • Exporting Data from a List to Excel
2. Integration with Outlook:
   • Creating an Alert
   • Subscribing to an RSS Feed of a List
   • Connecting to Outlook
3. Integration with Access:
   • Opening a List with Access

Module 10. Managing SharePoint Site Permissions

1. SharePoint Groups
2. Assigning Permissions
3. Permission Levels
4. Permissions Inheritance
5. Lab: Working with SharePoint Permissions

Module 11. Participating in User Communities

1. Configuring Personal Profiles and My Sites
2. Newsfeeds
   • Newsfeeds about People
   • Newsfeeds about Documents
   • Newsfeeds about Sites
   • Newsfeeds about Tags
3. Managing My Site
4. Lab: Managing and Viewing Personal Information and Content.

COURSE MATERIALS
Each student will receive an account to access a SCORM 1.2 compliant eLearning system, which supports read-only, viewing, and online interaction through a personal account, along with online practice labs.

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TENTATIVE TIME ALLOCATION (WORKSHEET)

Below is the detailed time allocation for each section, ensuring a balance between theory, practice, and assessment within the total duration of 24 hours (1440 minutes).

Module	Main Content	Theory (minutes)	Practice/Lab (minutes)	Total (minutes)
1	Introduction to SharePoint 2019	45	45	90
2	Introduction to Microsoft Copilot	60	30	90
3	List Basics	60	60	120
4	Library Basics	75	90	165
5	Working with Views	45	45	90
6	Working with Sites	60	60	120
7	Page Content	60	60	120
8	Site Columns and Content Types	60	75	135
9	Office Integration	60	45	105
10	Managing Permissions	60	90	150
11	User Communities (My Sites)	45	30	75
-	Total Learning Time (Modules)	630	630	1260
-	Final Review & Q&A Session	30	0	30
-	Final Exam (67 MCQs, 150 minutes)	0	150	150
TOTAL	ENTIRE COURSE	660	780	1440 (24 hours)

Notes on the Time Allocation:

• Balanced Theory & Practice: Time is allocated reasonably, with increased practice for critical and complex modules like Libraries (M4), Site Columns/Content Types (M8), and Permissions (M10).
• Copilot Module (M2): More time is dedicated to theory to explain concepts, potential, and examples; practice time is focused on demos and familiarizing students with prompts.
• Total Time: The total time is exactly 1440 minutes, equivalent to 24 hours or 3 full working days (8 hours/day).