UHR Training Services Student Manual

Transcription

1 UHR Training Services Student Manual October

2 Logging in to CareWorks Clicking the copyright symbol on the bottom left of the footer takes you to the sign-in screen and then to the control panel. Clicking the pencil icon on the bottom right of the footer takes to the edit screen for that page. You can also type the URL to get to the control panel 2

3 The Control Panel From your control panel, you can: Add/update/delete pages Manage news and events Manage FAQs Research web usage and more! 3

4 The Control Panel Click on Website Page Manager to get add/update/delete pages on your site(s). Choose your site from the drop down menu. Click on the + on the left side to view of the site tree. 4

5 The headings under tree view correspond with headings on webpage Click on the pencil icon to edit that page from Website Tree view. Also note that only one person can edit a page at a time. A lock icon appears when a page is in use. If a user does not exit a page properly, it will lock until released. Click before logging out. 5

6 This is an example of the edit screen for a page. Explanations of each field are on the following page. Note that fields with asterisks are required. 6

7 Page Title (Required Field): The title of the page. This is what shows up on the page and in the menu. Browser Title (Required Field): The title of the page as you want it to appear in the browser title bar. The OU standard is Page Title Site Title Oakland University Parent Category (Required Field): The parent page of the current page. Meta Keywords (Optional Field): These are short keywords separated by commas used to describe the content contained on the current page. This is used for search engine optimization. Meta Description (Optional Field): One sentence used to describe the content contained on the current page. This is used for search engine optimization. 7

8 Sort Order (Required Field): This field defines the placement of the page. You can choose sort order by clicking the up and down arrows from the drop down list. Note: clicking save only updates this field Start Date (Required Field): This date determines when the page needs to become active. Select date and time by clicking on the pop-out calendar and/or clock. End Date (Optional Field): This date determines when the page needs to become expired. Select date and time by clicking on the pop-out calendar and/or clock. This is left blank for most webpages. Quick Inactivation (Optional Field): If the page needs to be inactivated for a brief time, or immediately, the user can check this option. 8

9 Content Type (Required Field): The page that is created is either a link to an external/internal page or a static content page. Click the appropriate radio button and follow the instructions below. For a Link page: Enter the URL (web address) of the page or file that you would like to link. Target Window: The new linked page that is created can be opened in a new browser window or if left blank will open in the current browser window. Friendly URL: You can also choose a friendly link, which is a new name for the site that links to the page, such as rather than Contact your UCM Account Manager to change or add friendly URLs. 9

10 Content: There are three areas for content in the new CMS: Main, Additional Content 1 and Additional Content 2. Main Content: The primary space for adding content to your web page. It appears in the middle of the page. Additional Content 1 appears on the right margin ABOVE the News section Additional Content 2 appears on the right margin BELOW the Events section 10

11 Rich Text Editor: Learning to use this tool completes the understanding of CareWorks CMS TM. There are a number of features of this editor that are very similar to Microsoft Word. 11

12 Rich Text Editor Left Side Tool Bar Spellchecker Find/replace Paste content from MS Word Paste from MS Word cleaning all MS Word coding Paste as Plain Text (recommended) Paste as HTML REMEMBER: When you cut and paste from another application, e.g. Microsoft Word, you could be importing other codes that will mess up your page! Pasting as Plain Text will fix this before it happens to you. 12

13 Redo previous action Rich Text Editor Upper Tool Bar Italicize content Remove alignment Undo previous action Bold content Underline content Align content Indent content Outdent content Create a numbered list Create a bullet list Insert horizontal line Strike through Create superscript Create subscript Change to lowercase Change to uppercase 13

14 Rich Text Editor Upper Tool Bar - continued Hyperlink manager Link to OU pages Show/hide border Remove hyperlink Insert table The Hyperlink manager allows a standard link to be created. The link address is placed in the field labeled URL. The Link Text is the text selected in the rich text editor. The Target allows the link to be opened in a new window if needed. When the OK button is clicked, the link is established. Note: If you are going from an OU page to a non-ou page, ALWAYS choose New Window for the Target. 14

15 Rich Text Editor Lower Tool Bar Font size Custom Style Sheets * Insert Format strippers symbol All CSS Fonts Span Word *Custom Style Sheets (CSS) are classes of fonts, sizes, and colors that set the University Standard for style on your website (content, headings, etc.) Please use Custom Style Sheets to format your text. These format strippers remove coding of various types from your text. Remove all types of code to get plain text. Note: Depending on your screen size, the Upper and Lower tool bars may appear side by side. 15

16 Rich Text Editor Right SideTool Bar Help button A quick reference guide to the icons you see in the RTE Image manager Upload and manage graphics for your website Document manager Upload and manage files for your website Template manager Store and access UCM built templates for your site Media Gallery manager Access your photos and videos Page preview See how your page would look and function, without making the changes live 16

17 CareWorks CMS has different managers to upload images, documents and templates. All of them function in a similar manner. Here we look at the Document Manager. All the documents that have already been uploaded to the website are present in the document repository seen on the left. In order to upload a new document, click Upload. *Note: be sure you are in YOUR website s folder in the directory. Click Select to browse for the document you would like to upload, then click Upload again. The file will appear in your directory. You can now insert the file into your webpage. 17

18 To hide a page from the menu At the bottom of the Edit Screen, click Show Advanced Options. This will open a section of the edit screen that normally does not appear. Unselect the boxes marked DISPLAY and then save the page. Note: to redisplay hidden pages, recheck the display boxes. 18

19 VERY IMPORTANT REMINDER!! UPDATE THE RICH TEXT EDITOR AND THE EDIT SCREEN. IF YOU DON T DO BOTH STEPS, YOUR WORK WILL BE LOST!! 19

20 Version Control: Every webpage save creates an archived version of the page, so none of your previous versions are lost. The exception is if you DELETE a page. Once a page is deleted, all previous versions are deleted as well. 20

21 ANOTHER IMPORTANT REMINDER!! MAKE SURE YOU ARE UPLOADING IMAGES AND FILES INTO YOUR OWN FOLDER! DO NOT UPLOAD INTO THE MAIN DIRECTORY!! 21