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Managing Shared Documents with SharePoint

​Learn how to store, manage and collaborate on shared documents with SharePoint 2016. Successful completion of the course leads to the SharePoint Document Manager digital badge and certificate.

This course provides a comprehensive examination of SharePoint tools and techniques that can help you manage shared documents, including uploading files in multiple ways, manipulating documents, properties, sharing, searching efficiently, co-authoring, version history and more.

Read on for full course details, or sign-up below


Sign-up

The course consists of one mandatory face-to-face training session, that is 3.5 hours long and 1-2 hours of additional learning in the form a project based assessment. Estimated learning time: 4–6 hours.

Sign-up for the course by following the links to the course page on Learning Pool (staff only).

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Target Audience

All Cardiff Met staff. (Not available to students)

Prerequisites

A familiarity with Windows and Office is all that is required.

Cost

The course is free to Cardiff Met staff, but places are limited.


SharePoint Document Manager digital badge
The content was well thought out and I liked the extensive help. The Managing Shared Docs really helped in my day to day work.

Course Structure

​The course consists primarily of a 3.5 hour face-to-face training course. The session is very hands-on with a series of practice projects that are to be completed.

In addition, you will have access to:

  • a Learning Pool module that hosts the course materials
  • a SharePoint "sandbox" site, to experiment with SharePoint, and a realistic practice site
  • a Panopto video recording of the training session

To complete the course and gain the SharePoint Document Manager digital badge, you are required to complete the face-to-face training and pass a project based assessment, which is a series of document management tasks that need to be completed in a realistic SharePoint 2016 environment.

Estimated amount of learning time:

  • Classroom teaching: 3.5 hours
  • Practice projects: 1 - 2 hours

For a total of between 4 - 6 hours.


Digital Badge Certification

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Successful completion of the course leads to the SharePoint Document Manager digital badge and certificate.

The digital badge is issued by Cardiff Metropolitan University through the Acclaim platform.

To complete the course and gain the digital badge, learners are required to complete the face-to-face training and pass a practical project assessment: a series of document management tasks undertaken in a SharePoint 2016 environment. 

Earners of the SharePoint Document Manager badge are able to effectively store, manage and collaborate on documents stored in a SharePoint team site. They are able to access and save to SharePoint libraries in a variety of ways, search SharePoint efficiently, organize documents using metadata and views, and collaborate with colleagues using features such as real-time co-authoring and version history.

Visit the Digital Badges at Cardiff Met page to find out more about our digital credentialing programme.

Upcoming Courses

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Specific Learning Outcomes

​By the end of the course trainees should be able to:

  • Identify the ways SharePoint can be used to manage documents and data.
  • Recognise the benefits of using SharePoint to store documents.
  • Utilise SharePoint team sites and libraries to access, store and manage shared documents, securely.
  • Search SharePoint efficiently.
  • Make use of SharePoint features, such as real-time collaboration, version history, properties and views to enhance the way documents are managed.


Next steps

If you administer a SharePoint site, large or small, the SharePoint Administration Fundamentals course will be of interest. The course explores essential tools and techniques that SharePoint administrators need to utilise to effectively manage their team sites. 



 

Got a question?

See whether the Certification FAQs page answers it, or find out more about more about Digital Badges at Cardiff Met.  If you still have questions, get in touch with the IT Training team via email.