SharePoint Best Practice: How can I make the most out of SharePoint?

This article provides guidance to Health and Care staff who use SharePoint and want to understand how to make the most of this platform.

SharePoint is a part of Microsoft 365 that lets you manage documents and content. Whether you are an admin, a site owner, or a contributor, knowing and implementing the best practices will ensure that everyone can maximise the use of SharePoint. Here are some practices you should know as a SharePoint user for using the collaboration tools more effectively.

What are some Best Practices?

Content Management and Creation

Document Library

Permissions Management

Site Structure

If you are unsure which best practice topic is for you, select the relevant link below if the specific role matches you:

Contributor or Member

This specific staff member works with content. This involves:

• • Manage alerts – Alert me when items change
  • Using Tags to find documents easier
  • The most common Web Parts in SharePoint and when to use which one
  • Content Creation Best practices

Site Owner

This specific staff member has the same abilities as a contributor or member but manages the site. This involves:

• • Using version control
  • Folder view VS Flat View
  • Site Management Best Practices

Local Admins (LAs)

This specific staff member has the same abilities as a site owner but manages the site collection. This involves:

• • Managing or Cancelling alerts in SharePoint
  • Grouping sites using SharePoint Hub sites
  • Putting Libraries to good use – Size and limits
  • Using version control