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Advanced SharePoint Site Management for Owners

Course Length:

6 hours (1 day)

Learning Objectives

This course in SharePoint covers efficient file organization, version control, and document sets. It dives into metadata, content types, and information architecture, emphasizing effective site navigation. You'll learn to create custom site templates, manage security permissions, and ensure governance, compliance, and retention. By enrolling in this course, you'll gain practical skills to enhance your daily work in SharePoint.


  • Learn best practices for organizing files in SharePoint
  • Understand how to manage different versions of documents, collaborate seamlessly, and group related files together
  • Uncover the benefits of tagging content with metadata, creating custom content types, and enforcing consistency across your SharePoint environment
  • Understand granular security settings, permissions inheritance, and best practices for secure collaboration
  • Learn how to manage records, comply with regulations, and ensure data retention aligns with organizational policies

Target Student

This advanced course is designed for SharePoint site owners who are familiar with the basics of SharePoint and want to delve deeper into file management, retention policies, metadata, and content types to enhance site functionality and compliance.

Prerequisite

Participants must have completed SharePoint Site Owner Essentials to meet the prerequisite knowledge required for successful participants in this course.

Course Outline

Are you a SharePoint site owner looking to level up your skills? In this advanced course, you’ll dive deep into efficient file organization, version control, and document sets. But that’s not all. You’ll also explore metadata, content types, and information architecture, with a focus on effective site navigation. Learn to create custom site templates, master security permissions, and ensure governance and compliance. By enrolling, you’ll gain practical skills to supercharge your team’s daily work in SharePoint. 


Section 1: Advanced File Management

Best Practices for File Organization in SharePoint

Implementing File Versioning and Document Sets

 

Section 2: Metadata and Content Types

Deep Dive into Managed Metadata and Term Sets

Creating and Managing Custom Content Types

 

Section 3: Information Architecture and Navigation

Designing Effective Site Navigation Using Metadata

Configuring Site Columns and Content Type Hub

 

Section 4: Site Templates and Customization

Creating Custom Site Templates for Consistent Site Creation

Utilizing SharePoint Designer for Advanced Customization

 

Section 5: Security and Permissions

Advanced Permissions Management for Sites and Content

Configuring Site-Level and Item-Level Security Settings

 

Section 6: Governance, Compliance, and Retention

Setting Up Auditing, Information Management Policies, and Retention Labels

Managing Records and Ensuring Regulatory Compliance

Advanced SharePoint Site Management for Owners

Upcoming Classes

All Public classes are held online
with a live instructor
Dates Price Qty
December 16, 2024
9:00 AM to 4:00 PM ET
$695.00 Online
March 17, 2025
9:00 AM to 4:00 PM ET
$695.00 Online
June 11, 2025
9:00 AM to 4:00 PM ET
$695.00 Online
October 23, 2025
9:00 AM to 4:00 PM ET
$695.00 Online
* Applicable taxes will be applied on checkout

Groups of 6 or more? Consider private training

I want a quote for private or customized training


Have questions about this course? See below or reach out to our training coordinators.

The Great Canadian Training & Consulting Company Advantage

When you train with us, your training will not just check a box. We make sure it is GREAT!

  • Experienced Trainers
  • Learn or Come Back Free Policy on Public Classes
  • 24/7 After Training Support

All of our courses include:

PDF Reference Guide

Want a summary of what you’ve learned? Save paper and use your PDF Reference Guide, accessible on any of your devices.


Certificate of Completion

Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.


24/7 After-Training Support

Receive a 30-day after-training support voucher, offering assistance as you apply your new skills on the job. Need help with a specific step? We’re here to provide extra support and clarity even after you’ve left the class!


Want even more?
Check out our add-ons

Printed Reference Guide

While we love technology, we understand that there is something about having a paper copy. Add a printed reference guide to your training, which we will have shipped to your location.


Extended After-Training Support

Extend your support beyond the standard 30 days for ongoing assistance.


Can I customize my course?
OF COURSE!

Customized to meet your unique needs

We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.


Use your own files instead of our exercise files

You can opt to use your working files in your private training sessions (instead of our standard exercise files). This allows you to see how the lessons apply directly to your day-to-day role and get work done while you train—a true win-win!


Access to your recorded session for 60 days

You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.