SharePoint 2016 End-Users Package (Members and Site Owners)

(Course eligible for SATVs)


The SharePoint 2016 End-Users package is suitable for those wishing to master the SharePoint End-Users skills and covers the content from our SharePoint Members and Site Owners courses.

SharePoint 2016 Members is a one-day course which has been designed to help students build a strong foundation of various SharePoint 2016 features such as team sites, lists, libraries, tasks etc. This course provides a balance of much-needed theory and classroom discussion combined with hands-on lab time. This approach enables the students to discuss new concepts and then put them into practical applications during the labs. The members course is a strongly suggested pre-requisite for the Site Owners course.

SharePoint 2016 Site Owner is a two-day course, this course has been designed to provide SharePoint Site Owners with an in-depth knowledge on managing and maintaining Sites within SharePoint 2016. This course provides a balance of theory, class room discussion and hands on lab time.

Use the course links below to view the complete outlines:


  • Business challenges
  • Business Benefits

Lab 1: Exploring SharePoint

  • Exercise 1: Navigating through your SharePoint team site
  • Exercise 2: Opening a Word document from the documents library
  • Exercise 3: Using search to find content
  • Introduction to apps
  • Benefits of document libraries and lists
  • Navigating lists and libraries
  • Views
  • Adding documents
  • Types of lists
  • Other types of lists
  • Types of libraries

Lab 2: Working with Lists

  • Exercise 1: Upload a document
  • Exercise 2: Upload a document straight into the browser
  • Exercise 3: Upload document using Explorer view
  • Exercise 4: Add a task to a task list
  • Exercise 5: update a task
  • Document management
  • Version management
  • Check out and check in
  • Recycle bin

Lab 3: Document Management

  • Exercise 1: Concurrently edit a Word document
  • Exercise 2: Checking out a document
  • Exercise 3: Managing document versions
  • Exercise 4: Working with the recycle bin
  • Using workflow
  • Out-of-the-box workflows
  • Starting a workflow
  • Participating in a workflow
  • Monitoring a workflow

Lab 4: Working with Workflow

  • Exercise 1: Start an approval workflow
  • Exercise 2: Monitor the status of a workflow
  • Exercise 3: Participating in the workflow
  • Microsoft Office and SharePoint integration
  • Office web applications
  • Integrated document management
  • Upload Centre
  • Quick Edit
  • Export to Excel
  • Slide library
  • Connect to Outlook
  • Alerts
  • RSS Feeds
  • Follow
  • Alerts vs. RSS
  • Sync library to computer
  • SharePoint workspace

Lab 5: Working with Office

  • Exercise 1: Create an alert on the contact list
  • Exercise 2: Connect to a contact list
  • Exercise 3: Publishing PowerPoint slides
  • Blogs
  • Wiki pages
  • Blog site
  • Wiki pages and web parts

Lab 6: Customising your Team Site

  • Exercise 1: Editing the team site home page
  • Exercise 2: Update your home page
  • Exercise 3: Create a new wiki page
  • Exercise 4: Add a web part to the home page
  • Exercise 5: Create a blog post
  • Creating SharePoint Sites
  • Definitions
  • Site collections vs. sites
  • Site templates
  • Enterprise templates

Lab 1: Working with Sites

  • Exercise 1: Create a team site
  • Exercise 2: Create a community site
  • SharePoint security
  • Users and groups
  • Simple sharing vs. advanced
  • Sharing
  • Default SharePoint groups
  • Managing site security
  • Access requests
  • Security best practices

Lab 2: Managing Security

  • Exercise 1: Create a site with unique permissions
  • Exercise 2: Break permission inheritance
  • Exercise 3: Share a site with another user
  • Introduction to apps
  • Types of applications
  • List and library management

Lab 3: Lists and Libraries

  • Exercise 1: Create a project issues tracking list
  • Exercise 2: Enable version control
  • Exercise 3: Add a column
  • Exercise 4: Add some items
  • Exercise 5: Create a view
  • Exercise 6: Create a custom template
  • Exercise 7: Test your custom template
  • Metadata
  • Content types and meta data
  • Building blocks
  • Managed metadata
  • Putting it all together

Lab 4: Working with Content Types

  • Exercise 1: Create site columns
  • Exercise 2: Attach site columns to a list
  • Exercise 3: Create a site content type
  • Exercise 4: Add a content type to a library app
  • Exercise 5: Change the new button order and create a contract
  • Exercise 6: Create a child content type
  • Content management and workflow
  • Workflows
  • Managing Workflows

Lab 5: Content Management and Workflow

  • Exercise 1: Enable content approval
  • Exercise 2: Configure an approval workflow
  • Exercise 3: Create a new doc for approval
  • Exercise 4: Approve a document
  • Customising your site
  • Using a master page
  • Site themes
  • Customising your site

Lab 6: Customising your Site

  • Exercise 1: Change the site theme
  • Exercise 2: Change the default site icon on the team site
  • Exercise 3: Create a site template
  • Site administration
  • Site owners for top level sites
  • Sub-site owners
  • Site administration settings
  • Sites and workspaces
  • Site features
  • Content and structure
  • Delete this site
  • Usage reports
  • Search reports
  • Usage report

Lab 7: Site Administration

  • Exercise 1: Change the regional settings
  • Exercise 2: Close a site
  • Exercise 3: Delete a site

This course has been developed to ensure attendees require minimal prerequisites to participate. Course participants should be comfortable using a computer for basic tasks, such as managing files and browsing the web. Attendees should also have prior exposure to Office 2013 or 2016.

This course has been developed to provide the attendees with the ‘next level’ of SharePoint Site Management. Course participants should be comfortable using a SharePoint site to create and upload content.

After completing this course, students will be able to:

  • Understand how to Navigate and search SharePoint Sites
  • Understand the benefits of Lists and Libraries in SharePoint
  • Have gained practical experience with document management
  • Be able to monitor and participate in a SharePoint Workflow
  • Know how to find and connect to information in SharePoint
  • Understand how to share information with their colleagues
  • Manage and customise content in their Team Site
  • Understand how to create SharePoint Sites
  • Understand how to use Security within a SharePoint site
  • Have gained practical experience creating lists and libraries
  • Understand Content Types and Metadata
  • Know how to configure Content Management and Workflow
  • Understand how to apply Information Management Policies
  • Know how to customise your SharePoint Site
  • Understand what options are available for site administration


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