P01 - DRAFT SOW Microsoft Training - v1.0 - 11.20.24.docx

DRAFT – Version 1.0 dated 11/20/2024 Scope of Work

Purpose:

The Department of Veterans Affairs (VA) Veterans Health Administration (VHA) requires Microsoft Power Platform Training.

Description of Services:

Provide the following Microsoft Training curated for the VA Center for Strategic Analytics and Reporting (CSAR) office Education and Training team.

· Course name: SharePoint Site Owner and Power Automate Training

· Location of event: Onsite Delivery – VA Location TBD in Washington DC

· Number of Participants: 6 participants and 2 Auditors (observers at no cost)

Course Objectives:

Day 1 SharePoint Working with Sites

· Site Templates

· Creating Sites

· Creating a Team Site

· Site Navigation

· Managing Site Navigation Pages

· Home Page Setup

· Navigation Web Parts

· Creating Additional Site Pages

· Content Web Parts

· Application Web Parts

· Creating Wiki Pages

· Leveraging Custom Views Custom Views

· Modifying Column Order and Visibility

· List Formatting

· Column Formatting

· Conditional Formatting

· Filtered Views

· Groups and Folders

· Additional View Settings

· Adjusting View Addresses

Introduction to File and Information Management

· Course Introduction

· Understanding SharePoint, Teams, and OneDrive

· Understanding Lists, Libraries, and Sites Using SharePoint Lists

· New Microsoft 365 Lists

· Converting Spreadsheets to Lists

· Adding and Editing Records in Lists

· Understanding Metadata

· Creating and Using Views Permissions

· Understanding and Creating Microsoft 365 Groups

· Adjusting memberships and permissions within Microsoft 365 groups

· Connecting Teams with SharePoint

· Controlling Site and Team Level Permissions on SharePoint Day 2 Power Apps Advanced Custom Form Features

· Prepopulating Columns with User Data

· Setting Form Visibility

· Ap Logic and Rules

· SharePoint Custom Form Options

· The Options Button and Global Settings Power Apps Using SharePoint Data

· Connections

· Creating a Custom Power App from SharePoint

· Creating a Custom Power App from a Blank Template

· Working with Screen Sizes and Resolutions

· Customized Theme and Branding Options

· Screens and Transitions

· Using and Configuring Search within a Power App

· Using Power App Controls

· Using Pen Inputs

· Save and Publish your Power App Teams SharePoint Integration

· View and Navigate the SharePoint Site

· Discuss Teams Site vs SharePoint Site Working with Teams and SharePoint Online

· Moving and copying team files to another team from SharePoint Online

· Viewing pages, collaborating on lists and working with files from existing SharePoint sites in a team channel.

· Syncing SharePoint and Teams locally

· Managing version history of channel files – view with changes, restore, delete, make a copy.

Creating Teams and Channels

· Creating a New Team

· Controlling Membership and Permissions

· Planning and Creating Channels

· Understanding and Using Private Channels

· Understanding and Creating Libraries

· Understanding and Creating Subsites

· Embedding Connected Elements into Channels Using Planner

· What is Planner?

· Planner Settings

· Creating and Assigning Tasks

· Creating Buckets

· Completing Tasks

· Planner Views

· Interaction with other Microsoft 365 apps Using To Do

· What is To Do?

· To Do Settings

· Using the Navigation Pane

· Creating and Working with Tasks

· Interaction with Outlook

· Interaction with other Microsoft 365 apps

Day 3 Power Automate

Using Automation in MS365 Apps

· Creating Workflows from OneDrive

· Creating Workflows from SharePoint Create recurring flow Automating the Approval Process Beyond the Basics

· Create Approval Flow from Blank

· Adding Actions to a Flow

· Adding Conditions to a Flow Building a Flow from Scratch

· Building a Flow

· Using Triggers, Actions, and Dynamic Content

· Using Conditions and Loops

· Testing and Troubleshooting All About Flow Triggers

· Using Common Triggers

· Using Manual Triggers

· Setting up Triggers from SharePoint and Teams

· Setting up Triggers from Forms and Outlook Working with Files

· Working with Different Types of Files

· Working with File Content and File Names

· Copying, Moving, Converting Files Using Variables and Expressions

· How Variables are Used

· How to Build Expressions /End of SOW/ DRAFT – Version 1.0 dated 11/20/2024