SharePoint New User Training - The NYS Forum, Inc · A SharePoint site user is anyone who accesses data or documents in SharePoint or collaborates with other users through SharePoint

SharePoint New User Training 2018 Student Guide

NYS Office 365 Community of Practice – SharePoint New User Training Guide

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Contents SharePoint New User Training ....................................................................................................................... 1

2018 Student Guide ................................................................................................................................... 1

About the NYS Office 365 Community of Practice ........................................................................................ 5

About this class .............................................................................................................................................. 5

Structure .................................................................................................................................................... 5

The Basics and Navigation ............................................................................................................................. 5

What is Microsoft Office 365? ................................................................................................................... 5

What is SharePoint?................................................................................................................................... 5

Access to SharePoint.................................................................................................................................. 6

SharePoint Site Hierarchy .......................................................................................................................... 8

Types of Subsites ....................................................................................................................................... 9

Team Site ............................................................................................................................................... 9

Blog Site ................................................................................................................................................. 9

Project Site ............................................................................................................................................. 9

Communications .................................................................................................................................. 10

Community Sites .................................................................................................................................. 10

User Roles ................................................................................................................................................ 10

Site Collection Administrators ............................................................................................................. 10

Site Owners .......................................................................................................................................... 10

Users .................................................................................................................................................... 10

Permissions .............................................................................................................................................. 10

View Only ............................................................................................................................................. 11

Read ..................................................................................................................................................... 11

Contribute ............................................................................................................................................ 11

Edit ....................................................................................................................................................... 11

Full Control........................................................................................................................................... 11

Navigation ................................................................................................................................................ 11

The Microsoft Office Suite Bar............................................................................................................. 11

SharePoint Interface ............................................................................................................................ 11

Classic SharePoint Ribbon........................................................................................................................ 12

Browse Tab .......................................................................................................................................... 12

Page Tab ............................................................................................................................................... 12


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Items, List, Files, Library Tabs .............................................................................................................. 12

Recycle bin ............................................................................................................................................... 13

Working with Lists ....................................................................................................................................... 13

Basic Interactions ..................................................................................................................................... 13

Adding a list item ................................................................................................................................. 13

Editing list items ................................................................................................................................... 13

Editing multiple list items .................................................................................................................... 14

Deleting a list item ............................................................................................................................... 14

Exporting to Excel .................................................................................................................................... 14

Personal Views ......................................................................................................................................... 14

Creating a new personal view.............................................................................................................. 14

Editing an existing personal view ........................................................................................................ 16

Other Lists ................................................................................................................................................ 16

Announcements ................................................................................................................................... 16

Discussion Boards ................................................................................................................................ 16

Custom List........................................................................................................................................... 17

Calendar ............................................................................................................................................... 17

Tasks..................................................................................................................................................... 18

Setting an Alert ........................................................................................................................................ 19

Metadata, Document Libraries, and Collaboration ..................................................................................... 19

Metadata ................................................................................................................................................. 19

Working with Libraries ................................................................................................................................. 20

Context toolbar: Nothing selected .......................................................................................................... 20

+ New ................................................................................................................................................... 21

Upload .................................................................................................................................................. 21

Ellipses ................................................................................................................................................. 21

View Options Dropdown ..................................................................................................................... 21

Filter Pane ............................................................................................................................................ 21

Information Pane ................................................................................................................................. 21

One document selected ........................................................................................................................... 22

Open..................................................................................................................................................... 22

Share .................................................................................................................................................... 22

Copy link............................................................................................................................................... 22


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Download ............................................................................................................................................. 22

Delete ................................................................................................................................................... 22

Move to ................................................................................................................................................ 22

Copy to ................................................................................................................................................. 22

Rename ................................................................................................................................................ 22

Ellipses ................................................................................................................................................. 22

Multiple documents selected .................................................................................................................. 22

Editing documents ................................................................................................................................... 22

Check Out and Check In ........................................................................................................................... 23

Versioning ................................................................................................................................................ 24

Collaboration without check out/in ........................................................................................................ 25

Resources ..................................................................................................................................................... 25

The NYS Office 365 Community of Practice......................................................................................... 25

Office 365 Resource Center ................................................................................................................. 25


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About the NYS Office 365 Community of Practice The SharePoint and O365 Community of Practice facilitates sharing of ideas and solutions for the O365

platform. Through training, open communication, and knowledge transfer on all levels - the CoP better

enables the users of the product to work more efficiently and better serve the business needs of New

York State. Information for events can be found on the NYS Forum site at: https://www.nysforum.org/

About this class This class is designed to equip users with the fundamentals of SharePoint use. There is no one typical

SharePoint experience. It is highly customizable and can be used as a solution for many different needs.

However, basic interactions and navigational concepts remain consistent across site. This class highlights

the structure of SharePoint, general navigation, and common use.

Structure This class is divided into three sections

• The Basics and Navigation

• Working with Lists

• Metadata, Document Libraries, and Collaboration

The Basics and Navigation What is Microsoft Office 365? Office 365 is a collection of apps and cloud services that you can use to be productive across a variety of

devices from just about anywhere.

Office 365 (O365) is a Cloud based version of the Microsoft Office suite. In the state Office 365 provides

Office Apps such as Word, Excel, PowerPoint. These Office products are available in online versions, so

you can access them without having an installed version on your desktop or device. Office365 also

comes with One Drive for cloud storage and sharing.

SharePoint is a product in Office365 that bridges together the use of other Office products and allows

users to share and collaborate anywhere they can log in. SharePoint works similarly and in concert with

programs most are already familiar with.

What is SharePoint? SharePoint allows people, working as a team, to share documents and information, as well as

communicate in a central location. It stores documents, spreadsheets, presentations, contact lists,

calendars, and media content that can be accessed anytime, anywhere (Provided you have a computing

device, internet access, and authentication to log in).

It uses the same principles as Microsoft Office. With SharePoint, YOU have control of the who, what,

and how. There will be themes across the training for SharePoint use. Access to information, ability to

customize, and ability to audit information are three of the hallmarks of SharePoint use.

https://www.nysforum.org/


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To relate to something staff already use, think of a SharePoint like a Shared Network drive. Access to the

documents is given to a defined amount of people. Unlike a shared folder, the libraries allow for

simultaneous editing and collaboration and access anywhere. There is also ability for more types of

interaction and information storage, instead of just documents.

Access to SharePoint Office 365 and SharePoint are available through the NYS Tenant, to those with @agency.ny.gov emails

and who are licensed for it.

When a user is attempting to access Office 365 and is not on the NYS network, dual authentication is

required for most agencies.

The following is the basic procedure for accessing SharePoint:

Open a browser and navigate to: https://www.office.com/ or https://login.microsoftonline.com/.

In the upper right-hand corner, click on Sign in.

At the login page, enter your agency email address.

Click the blue Next button.

You will be prompted to enter your password.

When logging in to Office 365 you will first see a landing page that includes all the Microsoft apps that

an individual user has licenses to. This landing page may look slightly different for everyone based on

licensing. You will see Outlook, OneDrive, Word, Excel, PowerPoint, and more as quick access tiles.

https://www.office.com/

https://login.microsoftonline.com/


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Selecting the SharePoint tile will bring you to the SharePoint home page. From this page you can search

for SharePoint sites, files, and other content in SharePoint. In the main arena you will see what are

called cards. These cards point to news, frequently accessed, and relevant content in SharePoint you

already have access to. There are also three categories on the left-hand navigation. Following, Recent,

and Featured Links.

• Following: shows the SharePoint sites a user has followed

• Recent: shows sites recently accessed by you

• Featured Links are set by the tenant admins for resources about SharePoint use


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SharePoint Site Hierarchy SharePoint sites live within an organized structure called site collections. This hierarchy consists of a

single top-level (root) site and any number of subsites created underneath it. For example, a SharePoint

site collection for an agency or authority might have a top-level site which provides direct administrative

information to all employees. It may also have subsites with specific content for human resources,

training, executives, etc. These subsites might even have their own subsites. The training subsite might

have a site specific to mandatory training compliance and another on new training initiatives.


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Site collections all have a collection owner(s) responsible for maintaining the collection. The permissions

and navigation from the top-level site may be inherited by subsites depending on how the individual

owners set up a site. Site collections make planning, implementation, collaboration, and management

easier for an organization. An example would be an agency/authority intranet collection that

encapsulates everything from news, training, human resources, procurement, etc. all into one place.

Types of Subsites Team Site A place to work together with a group of people. Most sites you interact with will likely be team sites.

Blog Site A site for a person or team to post ideas, observations, and expertise that site visitors can comment on.

Project Site A site for managing and collaborating on a project. This site template brings all status, communication,

and artifacts relevant to the project into one place. These may be useful for a group working on a new

project within an organization or agency.


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Communications This template is often used for intranets and offers a more traditional website format. This is used more

frequently as a read-only site where users can get information but not collaborate.

Community Sites A place where community members discuss topics of common interest. Members can browse and

discover relevant content by exploring categories, sorting discussions, by popularity or by viewing only

posts that have a best reply. Members gain reputation points by participating in the community, such as

starting discussions and replying to them, liking posts, and specifying best replies. The SharePoint

Community of Practice is a community site.

User Roles Some agencies may use different terminology, but the basic roles and structure are the same.

Site Collection Administrators People in this role are responsible for setting up the SharePoint infrastructure implementing features

and maintaining them. They also create and configure site collections and their features. Site owners

can create and implement subsites within site collections. Site collection administrators are often

members of the IT staff and are responsible for making sure connectivity and features are enabled and

properly configured so the site owners and users can access them.

Site Owners Site owners are typically responsible for a specific site, or subset of sites, in a SharePoint site collection.

They are sometimes referred to as SharePoint power users. Unlike site collection administrators who

focus on proper setup, configuration, and implementation of features that are available in SharePoint,

site owners are concerned with and responsible for making sure their sites are configured correctly for

access, and for use by site users. They make sure all required libraries, lists, apps, and sites are created

and configured with the correct features. They make sure users and groups have the proper

permissions, and that all required site and app features are enabled. Related to security, site owners are

members of the Owners group.

Users A SharePoint site user is anyone who accesses data or documents in SharePoint or collaborates with

other users through SharePoint. Most people who access SharePoint will be users that use SharePoint’s

libraries, lists, apps, and sites to store and consume information, and collaborate with other users while

performing their daily work tasks. Site users typically don’t create or configure site, library, list, or app

features. Related to security, site users are members of the Members group.

Permissions Your ability to access a site, view content, and the actions you can perform, are determined by your

account permissions level. You should have the ability to perform the tasks in SharePoint that are

required for your job. Permissions are also customizable. For instance, a permission level where you can

contribute but not delete. Permissions may differ by organization, please consult with your

administrators for details on how permissions, user roles, and sharing are handled.


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View Only Enables users to view pages, list items, and documents. Document types with server-side file handles

cannot be downloaded.

Read Enables users to view pages and list items, and to download documents.

Contribute Enables users to view, add, update, and delete list items and documents.

Edit Enables users to add, edit, update, and delete lists and libraries. Add and edit pages.

Full Control Enables users to have full control of the website. You can share sites, libraries, lists, and documents with

other SharePoint users. When you do so, you can assign other users view or edit permissions.

Navigation The Microsoft Office Suite Bar The O365 Suite Bar is persistent and provides a way of navigating around Office365. Let’s look at its

elements from left to right.

• The App Launcher (waffle button) in the upper left-hand corner is very similar to the O365 home

page, provides a user with a quick access panel to O365 apps.

• The Office 365 link takes user back to the Office 365 home page.

• The current app link takes you back to home page for the current app on screen if one exists.

• The notifications panel displays information about recent emails, calendar appointments,

announcements, or other alerts set within O365 and SharePoint.

• The settings gear is where you will find further settings for editing and other features for the

current on-screen app.

• The Microsoft help feature offers the standard Microsoft help function, any official

documentation from Microsoft can be found here.

• The My user account button will give options for user profile, settings, and to log out.

SharePoint Interface The top navigational bar appears near the SharePoint site’s logo and title. Top navigation is commonly

used for linking to other sites but, in the absence of the left-hand navigation may be used to navigate

around the current site.

The SharePoint site’s logo acts as a home button for the site. Clicking it will return you to the site’s

default home page set by the site owner.


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Following a site adds it to the followed sites section of the user SharePoint home page. The star icon and

text indicate if you are following a site or not.

The share button, if available, allows a user to share an entire site to another user. This grants that user

with the same permission level as the one who shared the site. Please consult with your organization’s

policies and best practices for sharing sites and content.

The left-hand navigational area when present is used to access content on the current site. Site owners

have control over what elements appear here. Frequently accessed or important content is often linked

to from the left navigation.

The site content page lists all the content of a site a user has access to. A link to site contents can be

found under the settings gear in the O365 Suite Bar while navigating a SharePoint site.

Classic SharePoint Ribbon The ribbon is the standard feature of the classic experience seen in older site created before 2016. It

utilizes an interface like other Microsoft products and is context based. When certain web parts or apps

have been clicked in, other tabs will pop up.

Browse Tab When Browse is selected, the other tabs in the ribbon are hidden to allow for more browsing space

Page Tab The functions in the page tab will be for editing the page, if a user has those permissions

Items, List, Files, Library Tabs Other tabs to aid interaction with lists and libraries. For lists – items will relate to a specific item like a

calendar entry or specific announcement, while list will relate to the data set. For libraries – files will


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relate to a specific document, library will relate to the whole library. Items must be selected for these

options and actions to be enacted.

Recycle bin Sites have a recycle bin where the documents will stay for approximately 30 days. Site owners will have

a secondary recycle bin for another approximately 45 days. After that time frame, there is a possibility

for items to be recovered through Microsoft, however, there is no guarantee.

Working with Lists Basic Interactions Lists are a means of capturing, storing, and structuring various types of data useful to an organization,

individual, or team. For example, lists can contain calendar, task, or contact information. You can even

create custom lists to work with exactly the data sets you want.

Adding a list item To add a new list item, click the +New button in the context toolbar of the list you wish to add a new

item to. A new item entry form will appear.

Notice there may be a red asterisk next to certain fields, this denotes a required field. This field must be

filled out before the new list item can be saved.

When done, click Save.

Editing list items To edit a list item, either select the item and choose to edit from the context toolbar, click the ellipses

for that entry and select edit item, or right-click the item and choose to edit from the resulting menu.

The item will be displayed for editing and save must be clicked to retain the new changes.


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Editing multiple list items Multiple list items can be selected at one time and interacted with. Option are limited to essentials like

deleting, moving, and downloading.

Quick edit may be an option available from the context toolbar when no items are selected. Quick edit

allows for spreadsheet-like editing of the list on-screen. When finished, click on the Exit quick edit

button in the context toolbar.

Deleting a list item Just as with editing a list item, the deletion option can be accessed via selection and the toolbar, ellipsis,

or right-clicking

Exporting to Excel With nothing selected you may have the option of exporting the list to an Excel from the toolbar.

Clicking the Export to Excel button will prompt you to download and open the list using Excel.

Personal Views The display of the information in a list is customizable. The display of information can be adapted to suit

your needs. Personal views are viewable only by the individual who created them.

Creating a new personal view • To create a new personal view, begin by clicking on the view options dropdown menu in the

context toolbar.

• Choose, save view as, give the view a descriptive name and click the save button.


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• You will now see your new view in the view options dropdown.

• With your new view active, use one the column heading menu dropdowns to open the

hide/show columns pane.

• Use the checkboxes to choose column you wish displayed and move them into the order you

prefer using the up and down arrows. Click the Apply button when finished.

• Columns can also be dragged to rearrange.


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• Once your view is to your liking you must save the changes you have made to it. This is done by

selecting the view options dropdown once again.

• Choose, save view as, leave the view name the same and simply click the save button.

• Saved and unsaved view changes are denoted by an asterisk next to the view name.

Editing an existing personal view • To edit an existing personal view simply make the view active using the view options dropdown

• Make the desired changes to the view, hiding or showing columns and ordering them just as you

would during a new view creation process.

• Save the changes using the view options dropdown, selecting save view as, and while leaving the

name the same click the save button.

Other Lists Announcements Used to brief the users of a site quickly. These announcements can also be given an expiration date.

Discussion Boards As seen on the NYS Office 365 Community of Practice site, the discussion board is for more focused

content. Each discussion has a topic and other people can contribute.

https://nysemail.sharepoint.com/sites/SPCOP/Lists/Community%20Discussion/AllItems.aspx


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Custom List Site owners can customize a list to make it as useful as possible. Columns are customizable as well as

types of entry, including yes/no options, or pre-determined values.

Calendar The calendar app provides a place to store team events, including meetings, social events, and all-day

events. You can also track team milestones, such as deadlines or product release dates, that are not

specific to a time interval. If you have ever used the calendar in Outlook, this will be a walk in the park!

Go to the calendar app page from the left-hand navigation.

Notice how we have many of the same option under the Ribbon as we did for our contact app. We can

create views, create new and edit existing events, even make new calendars and overlay them.

To add new events to a calendar, you can either select “New Event” in the Events tab, or hover over a

day on the calendar and select the “+Add” link that will appear.

Just like in the contact list, the red asterisk notes any required fields. The Category field is particularly

important if Overlays are created. Overlays allow views to show different colors for different types of

events. It is not something we show step by step in this class, but we show examples of it in use and

provide the SharePoint Community of Practice as a resource for documentation.


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The calendar can also by synced to Outlook. It will display in Outlook like a Shared Calendar. Events

added to the SharePoint calendar will show up in Outlook on that calendar.

Tasks A SharePoint project task list displays a collection of tasks that are part of a project. A task is a discrete

work item that a single person can be assigned. A project is typically a series of activities that has a

beginning, middle, and end, and which produces a product or service, such as producing a product

demonstration for a trade show, creating a product proposal for stakeholders, or even putting together

a corporate morale event.

By now, you should notice there is going to be multiple ways of entering information into a list. The task

list is no different. By selecting the “+new task” link on the page or in the ribbon’s Tasks tab and select

“New Item” you can create a new task. Again, the red asterisks indication required fields, click “Show

More” to see further options. Here you can add information about the task, including predecessors,

priority levels, and task status.

Once your new task is saved you can edit the list. Either from the “edit” link or “Quick Edit” function in

the List tab, you will see a spreadsheet style view to easily change the list. When one specific task is

selected (using the far-left check, not the check mark to show a task complete) you will see options in

the ribbon to move the task up and down the list and outdent/indent where appropriate. You can also

add tasks to the timeline, provided there is start and/or due date associated. If you select the ellipses on

an item, you will also find the “Add to Timeline” option.

When the timeline is selected options for changing font size and color are available.

SharePoint has six views, including the default All Tasks view. Calendar, Gantt Chart, Late Tasks, To Do,

and Upcoming are also provided. Personal views can additionally be created. The task list is compatible

with Microsoft Project, Outlook, Excel, and Access.


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Setting an Alert Alerts can be useful ways to get reminders or notifications on changes to specific documents or list

entries or on entire lists or libraries. Alerts can be modified or removed.

To create an alert for a specific item, select the item and go to the ellipsis on the context toolbar. Click

on them and select the alert option. Note the option to manage alerts as well.

To create an alert for the whole list or library, go to the context toolbar ellipsis with nothing selected

and click Set alert on this list/library.

We can customize alert delivery methods, alert criteria, and when an alert is sent. It is best practice to

use email as the delivery method.

To modify alerts, select Manage My Alerts from the ellipsis menu.

Metadata, Document Libraries, and Collaboration Metadata Metadata is information about information. But what does that mean? If you think about taking a

picture with a camera phone, there is a great amount of information that the phone stores about that

photo – the time, the location, the subject matter, details about the camera lens. All of that is metadata.

It makes sorting, organizing, and retrieving information easier. In SharePoint metadata includes many of

the default fields like created by, date modified, file type, etc. We can also add columns to make it much

simpler to find information.

The benefit to using metadata both native and custom is it afford us the ability to better filter and

organize files and information. For example, we can filter a document library by the date range a file was

created, the file type, and the custom metadata used to organize the files.


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Working with Libraries A library is a location on a site where you can create, collect, update, and manage files with team

members. Each library displays a list of files and key information about the files, which helps members

use the files to work together. Say goodbye to email chains for editing a document and, unlike our

shared drives, these documents can be accessed anywhere.

Some libraries are created for you when you create a new site, such as the Shared documents library in

a team site. You can customize these libraries for your purposes, or you can create your own additional

libraries. Each library has a specific purpose, and some have a different set of behaviors and features

based on user needs.

Context toolbar: Nothing selected New – Users can create new documents within a SharePoint library. By default, the online versions of

Word, Excel, and PowerPoint will open with a new document. In the ribbon on the document, an option

will be in the ribbon to edit in the desktop version.


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+ New Allows for the creation of new documents in the library.

Upload Documents can be uploaded from a user’s files. In the new experience, you can also drag a document

into the SharePoint library from a folder or desktop.

Ellipses Throughout SharePoint you will see the ellipses where more options are available.

View Options Dropdown Allows you to manipulate how the library is displayed. Personal views can be created through this menu

as well. The Personal views will be demonstrated in the list portion of the class.

Filter Pane Allows user to filter the library by date using the timeline or by specific columns. Individual columns can

also be filtered by clicking on the drop-down menu in the column heading.

Information Pane The information icon gives you insights about the document library, any major recent activity. If one

document is selected, the details pane will give information specific to that document, including who

has access to it.


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One document selected Open Feature will open the document, and if it is a Word, Excel, or PowerPoint document will give the option

to open online or the installed version on the computer.

Share Share will allow a user to share the document with a specific user or users. Those users are given access

and permission to the document.

Copy link Copy link will allow a user to share the document by sharing the link. The link is given access and

permission to the document. Whoever accesses the link would be able to access the document. Caution

should be exercised using this feature. If this is a document that is meant for a specific audience, use the

Share feature to limit access to specific users.

Download Download document to user’s computer or a network drive.

Delete Deletes the document and all associated versions. This feature may or may not be available, some

permission groups cannot delete. However, if a document is deleted, it will then go to the recycle bin.

Move to Moves document to another folder structure

Copy to Moves document to another SharePoint library

Rename Rename document

Ellipses Throughout SharePoint the ellipses will have more options for interaction. The document library

includes Version history, Alert me, Manage my alerts, and Check out. These features will be discussed in

the Library exercise toward the end of the class.

Multiple documents selected Fewer options are available but, multiple items can be interacted through Download, Delete, Move to,

and Copy to.

Editing documents Documents in the library can be edited right in the browser using the web apps. To begin editing a

document simply right click the file name and choose to edit from the resulting menu.

If you need to change this name you can do so by clicking on it in the document header or edit it later

from the library.


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Note that the document saves automatically and is indicated in the header next to the document name.

When finished click on the site name to the left of the document name.

Check Out and Check In When you check out a file from a library, you ensure that others cannot make changes to the file while

you edit it. While the file is checked out, you can edit the file, close it, reopen it, and even work with the

file on your desktop. Other users cannot change the file or see your changes until you check in the file.

When you are done making changes to a document remember to check it back in.

If you notice a document has been checked out for some time, contact the individual, or your site

administrator to have them investigate and check the document back in. Remember, SharePoint is a

collaborative platform, and communication is key to collaboration.

When you go to check the document back it, you will be prompted for a comment. You can let others

know what changes you have made and leave information for site owners.

A document can be checked out by right-clicking it, using the ellipsis menu, or selecting the file and

using the context toolbar. Look under the category titled, more, for the check-in/out option.


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Versioning When versioning is enabled in libraries, you can track and manage information as it evolves. You can

look at earlier versions and recover them, if necessary. This is useful, for example, if you want to see

how a legal opinion is evolving or what the thinking is behind a new program that is currently under

development. A major version can signal that a document is ready for review by a wide audience,

whereas the minor (draft) version is a work-in-progress and not yet ready for wide circulation.

A major version is one that has changed significantly since the last major version and it is identified by a

whole number such as 2.0 Major versions are usually visible to all people who have access to the library.

A minor version is one that has had only modest changes since the last major version. It is identified by a

decimal number such as 2.1.

Version History is available through the ellipses.


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You can look at earlier versions and recover them, if necessary. That is very handy, for example, if a file

becomes corrupted or when people realize that earlier versions of a file might be more accurate than

later ones. Some organizations retain multiple versions of their files for legal reasons or audit purposes.

This is also where you will find the comments when you have checked a document back in.

Collaboration without check out/in When a document is not checked out, multiple users can open and edit the same document

simultaneously. This allows for group collaboration on the document in real-time with changes shown as

they are made. This feature may not be available depending on the policies of your organization of the

SharePoint library settings. Your organization’s support unit should be consulted with on best practices

and methods.

Resources We encourage that people join the NYS Office 365 Community of Practice. All NY State employees are

welcome to join us in online discussion about Office 365 and SharePoint! Monthly event features

presentations and discussion about the latest Office 365 products, updates, and how it is being used in

NY State government.

Register for the next event through the NY Forum website.

The NYS Office 365 Community of Practice https://nysemail.sharepoint.com/sites/SPCOP/SitePages/Home.aspx

Office 365 Resource Center

https://nysemail.sharepoint.com/sites/SPCOP/SitePages/O365ResourceCenter.aspx

SharePoint Knowledge Center

https://nysemail.sharepoint.com/sites/SPKC/Pages/default.aspx?web=1

The NYS Office 365 Community of Practice ‘Team Site’ https://nysemail.sharepoint.com/teams/SPO365CommunityofPractice

https://www.nysforum.org/committees/sharepoint/

https://nysemail.sharepoint.com/sites/SPCOP/SitePages/Home.aspx

https://nysemail.sharepoint.com/sites/SPCOP/SitePages/O365ResourceCenter.aspx

https://nysemail.sharepoint.com/sites/SPKC/Pages/default.aspx?web=1

https://nysemail.sharepoint.com/teams/SPO365CommunityofPractice

https://nysemail.sharepoint.com/teams/SPO365CommunityofPractice


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NYS O365 Community of Practice Trainers Kenneth Crosby Lead SharePoint Trainer With a 10-year career in design, education, and a master’s degree in information design & technology,

Ken’s focus has always been effective communication of ideas and concepts. His passion for teaching,

attention to details, and getting thing done. Since joining the public sector in December 2016 he has

developed the foundations for the SharePoint new user training alongside Cassandra (100+ classes,38

agencies, 1200+ employees), redesigned the ITS intranet, made SharePoint “not look like SharePoint,”

and overhauled the SharePoint site owner/administrator training program.

Cassandra Passinault-Caputo Lead SharePoint Trainer Since joining the Office of Information Technology Services’ Training Office in 2016, Cassandra has

created a background of cultural and historical education into a practice of workforce development and

technological instruction. With Ken, Cassandra has developed and administered the SharePoint new

user training to over 1200 employees across New York State’s many agencies.

Karim Cruz-Neal SharePoint Trainer Karim has over eight years of experience facilitating adult learners. She has served as a co-trainer for

SharePoint New End User training since May of 2016, received Site Owner certification and assisted with

the Site Owner training. She is certified and has experience preparing adult learners for Microsoft

Specialist certification exams. She currently works with the Staff Development and Outreach Unit at the

New York State Department of Motor Vehicles, where she is contributing on a variety of projects. She is

also involved in promoting and monitoring compliance of GOER Mandated Training at DMV of over 2K

employees across New York State. She spent over a decade enjoying her passion, Performing Arts, as

part of choirs, jazz ensembles, marching bands and orchestras and holds a Bachelor of Arts in Latin

American and Caribbean Studies and Performing Arts in Music from Union College. Karim enjoys

spending her leisure time with her husband and five-year-old daughter.

Danielle Sinkevich SharePoint Trainer Having a background in Web Design and an Associate in Applied Science, Danielle is currently part of the

Health Portfolio SharePoint Administration Team, joining in May 2016. In April 2017, Danielle became

one of the instructors assisting with the SharePoint new user training in person classes after completed

the ITS 2016 SharePoint Owner Training SPOC and SharePoint Online End/New User Train-the-Trainer

program working with Ken, Cassandra, Karim and other Trainers.


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Debbie Essegian Community of Practice Steering Committee Chair Debbie has a 20-year career with DMV and has been an administrator of the DMV SharePoint site

collection for the past 3 years. She is a SharePoint enthusiast and established the DMV SharePoint User

Group (SPUG) in 2015. The group was established to promote SharePoint within DMV. The monthly

meeting is used to share ideas, problem solve and develop solutions for business process challenges. In

2016 the group received a Commissioner Recognition Award for outstanding work in promoting

SharePoint and educating users.

Adam Neff Community of Practice Steering Committee Chair Adam has been a SharePoint Evangelist since 2003 and has run several user groups and communities of

practice since that time. He is very passionate about the O365 platform and uses it to help organizations

work more efficiently and effectively. He has a background in organizational development and a M.A. in

Industrial/Organizational Psychology.