Saturday 9 April 2016

Train SharePoint Users within SharePoint sites

Training SharePoint Users within SharePoint sites

In my many years of training people, I realize that it’s much easier for users (especially end users, but others as well) to consume training when they are already within a familiar environment. SharePoint has become that familiar environment for many knowledge workers around the world now so why not provide the training they need directly within that environment.

Content of Training

Any training content that can be packaged up in video tutorials, documents and reference images can be served to users within a SharePoint site that they frequently visit. Example of these subjects areas are:
  • Onboarding new employees
  • Safety and regulation requirements
  • Vendor management process
  • Call center operation procedures
  • Branding guidelines
The above are just a few of many processes that companies often wish to train users in.

Challenge

How do you expose the same training modules to your marketing department folks that the human resources department is using?
That’s a common problem. If you just simply copy and paste the links to resources, it’s not dynamic anymore. What if the main list of resources change? Now your lists are not dynamic anymore. Not cool.

Solution

How about having all variety of your training content defined in one location farm-wide and then just simply dropping a web part on a page where you wish to see some particular content?
So for example, you define the metadata for each piece of training content (title, description, location to where it’s located, etc.) all in one central location grouped by the type of training it is: Onboarding, Vendor Management, Branding, and so on. Now, when a site collection administrator or even a site owner wants to show any of these training modules, they can do so on any of the pages they want by simply inserting a web part on that page and defining one parameter which tells it which type of training to show. Just by doing that, the web part will now show the dynamic links to the relevant training content. Something like the following image shows –

This feature is part of the VisualSPTM Help System. The VisualSPTM web part can be placed on any page to accomplish this goal. All content is live and changes to it can be controlled at the farm, web application and site collection level as needed.
Check out the following short video to see what I mean.

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