Content Management Help

Help Sources

Help with managing content can be found in several places.

  • WordPress for Beginners 2015 Tutorial Series

  • In-context Help: A little drop-down menu item (as illustrated here) appears on the top of admin pages gives you help for the current page.
    Screen Shot 2013-10-03 at 11.05.18 AM
  • WordPress Forums: Here you can search for answers and ask questions if are having difficulty.
  • This page: Help with aspects that are custom built for this site.

Editor

The editor is a Microsoft Word-like tool that allows you to edit text content in pages, sidebars, slides and posts in a fairly visual way. It offers tools to assign headings, bold, italic, lists etc.

Editor Hints

Microsoft Word and other desktop editing programs are wonderful – until you try to copy and paste the content into a web page. It will translate into very bad HTML which will look inconsistent with the look and feel of the site. To avoid this:

  1. Copy and paste from Word into a plain text editor like “Notepad” or “Text Wrangler” which should strip all formatting.
  2. Copy the unformatted text into the WordPress editor window.
  3. Delete any extra spaces between paragraphs.
  4. Format the content using primarily the “Format” tool from within the WordPress editor.
  5. If things aren’t appearing as expected, its likely that some bad HTML was pasted in. Select the “Text” tab of the editor window and take out any tags.

Editor Styles

The editor has a “Styles” select list. In it are special “classes” that can be applied to various elements as follows.

  • “Float Left”/”Float Right”: This will be most often used for smaller images. The image will be position on the left/right with wrapping around it.
  • “List: Space Items Tightly”: When this is applied to a list, all items within the list will be positioned tightly. Use this only when no items in the list are so long that they wrap.
  • “Table: Align all text right in the column”: This is useful for number columns of a table.
  • “Slide text overlay: Link”: Link style for slide inner-content, it has smaller font size than content font size.
  • There are two “Sidebar” styles, the use of which are described in the “Sidebars” section of this help page.

Media

In most cases, jpg will be the best format to use for photos. Graphics with a lot of areas with flat colour may benefit from gif file format.

Image dimensions

  • Slider (Home page): 655 X 300 px
  • Content Page: 728 X ? px

? represents any size. The element will adjust to fit.


Pages

Adding English Pages

1. Click on the “Pages” tab in the left menu.

2. Click on the “Add New” button near the top of the page. Fill in all the necessary fields. To the right side of the page, under “Page Attributes”, in the drop down under “Template”, select “2 Column (Left Side Sub Navigation). This is important for setting up menu navigation. Also select the appropriate “Access” level.

3. Click “Publish”

4. View the post on the front end of the website, and make edits as necessary.

Private Pages (For Board Members for example)

Private pages allow an admin to create pages that can only be accessed by a group of authenticated users. Everyone who will need to have access to these pages will need to be added as a User and then the appropriate Group in WordPress. NOTE: The users should also be given a role. If the user should not have editing rights, make sure the role is set to “Subscriber”.

Any page can be made private simply by assigning a group in the Access pane found to the right of the page’s editor. Select one or more of the groups listed.

Create a French Version of a Page

Content pages that are already inputted in English, can have French versions set up easily.

1. Click on the ALL PAGES tab in the left administration menu.

2. Search for the page you’d like to add the French copy to.

3. Beside the title of the page, you’ll see a column that has the French flag as the column heading and a “+” symbol beside your page title. Click on that “+”
symbol.

4. You’ll see the blank fields come up on screen, just like you had for the English page you set up. Fill in the fields, with applicable French copy where appropriate (ex. page title, body copy, etc.). NOTE: all other settings, such as ACCESS, PAGE ATTRIBUTES, etc. should remain the same as what we selected on the English page that was set up previously.

5. Click “Save Draft” or “Publish” as you would when setting up an English page.

6. If you go back to the listing of all pages, you will now see a pencil symbol in that column in place of the “+” symbol. To edit the French page you just created, click on the pencil icon and you will be taken back to the content of that specific page.

General Tips for Viewing English/French pages

If you’d like to see all the French pages in a list (rather than all the English pages), when you are on the listing of English pages, at the very top of WordPress you’ll see a tool bar that has en English flag and word “English”. Hover your cursor over that work, and a drop down with the French flag and word, will appear. Clicking on that will then populate all the French pages together. From this list, to edit simply hover over the name of your French page (as you would if you were viewing the full list of English pages), until you see the prompt for “Edit”.

 


Home Page Pods

You are not able to create your own home page pods, but you can update the pods that are there.

  1. Select “Settings > Front Page Pods
  2. Update images for English and French
  3. Update the link for English and French
  4. Save.

Courses

Adding an English Course Template

1. Click on the Course Templates tab in the left menu. You’ll see a list of existing course templates in English.

2. Click on the “Add New” button near the top of the page. Fill in all the necessary fields. Be sure to complete the “Course fields” section noting the start and end date of the course, pricing, and registration open and close dates. Also select the appropriate “Access” level.

3. Click “Publish”

4. View the post on the front end of the website, and make edits as necessary.

Create a French Version of a Course Template

Same instructions apply as noted above for adding “Creating a French Version of a Page”.

Notes:

  • It is recommended that the course templates be created in both French and English. When a “New Semester” is created, any translated course templates will also create translated course instances. HOWEVER, due to a limitation in the WPML Plugin, the French and English will not be linked. You need to manually link them by editing the English version of the course, selecting “Connect with translations” on the right language panel, then selecting the French version of this course. Then submit.
  • All languages of a course are given the same “access” (associated with the same group) as the English course, i.e. no French-specific course groups will be created nor needed by the “New Semester” feature.
  • Users who’ve registered for a course will be allowed access to every translation of the course. I.e. if a user signs up for French Level 1, he/she will be able to view the English course content, and vice versa. When an admin edits a course, he/she can see a report of the registrants, which will be identical for the English/French versions.

Employment

Adding English Employment

1. Click on the “Employment” tab in the left menu. You’ll see a list of existing job postings in English.

2. Click on the “Add Employment” button near the top of the page. Fill in all the necessary fields for the body of the job posting.  Also select the appropriate “Access” level.

3. Click “Publish”

4. View the post on the front end of the website, and make edits as necessary.

Create a French Version of an Employment Listing

Same instructions apply as noted above for “Creating a French Verison of a Page”.


MQE

Adding English MQE

1. Click on MQE tab in the left menu. You’ll see a list of existing MQEs in English.

2. Click on the “Add MQE” button near the top of the page. Fill in all the necessary fields for the body of the MQE.  Also select the appropriate “Access” level.

3. Click “Publish”

4. View the post on the front end of the website, and make edits as necessary.

Creating a French Version of an MQE

Same instructions apply as noted above for “Creating a French Verison of a Page”.


Course Templates

Adding English Course Templates

1. Click on Course Templates tab in the left menu. You’ll see a list of existing Course Templates in English.

2. Click on the “Add New” button near the top of the page. Fill in all the necessary fields for the body of the MQE.

3. Click “Publish”

4. View the post on the front end of the website, and make edits as necessary.

Creating a French Version of a Course Template

Same instructions apply as noted above for “Creating a French Verison of a Page”.


News Articles

Adding English News Articles

1. Click on News Articles tab in the left menu. You’ll see a list of existing News Articles in English.

2. Click on the “Add New” button near the top of the page. Fill in fields as appropriate.

3. Click “Publish”.

4. View the post on the front end of the website, and make edits as necessary.

Creating a French Version of a News Article

1. Click “Edit” on the news article you’d like to make a French version of. Once you’re in the main section of the news article details, on the right side there is a box at the top titled “Language”. Within that box you’ll see a section called “Translate yourself”. Click on the “+” symbol beside the word “French”.

2. Once this page loads, complete the same fields as was completed in the English version with the French text.

3. Click “Publish”.

4. View the post on the front end of the website, and make edits as necessary.


Events

Adding English Events

1. Click on Events tab in the left menu. You’ll see a list of existing Events in English.

2. Click on the “Add New” button near the top of the page. Fill in the title for the event, body copy describing the event, event location, time, registration, early bird pricing, and deadlines. Fill in the cost, and discounts as applicable.

3. Click “Publish”.

4. View the post on the front end of the website, and make edits as necessary.

Creating a French Version of an Event

Same instructions apply as noted above for “Creating a French Verison of a News Article”.

Setting up a French Option Group within an Event

1. When setting up the EN event, scroll down and find the “Options” tab.

2. For each option in a grey box, you will see at the right “EN | FR”. Click on the “FR”.

3. You’ll note your title has now disappeared. Hover your cursor over the space where the EN option title had been and click.

4. Enter the FR copy for that corresponding options title. Click enter.

5. Now, if you click on either the EN or FR at the right, you’ll see the applicable copy populate. This same process should be followed for any sub-option groups that are nested within your main option groups.


Publications

Adding English Publications

1. Click on Publications tab in the left menu. You’ll see a list of existing Publications in English.

2. Click on the “Add New” button near the top of the page. Fill in the title for the publication, select the appropriate “Access” level, and select the appropriate category.

3. Click “Publish”

4. View the post on the front end of the website, and make edits as necessary.

Creating a French Version of a Publication

Same instructions apply as noted above for “Creating a French Verison of a Page”.  A few extra steps are needed:

  1. You will need to add a custom field of “external_link” from “Custom Fields” pane when in edit mode. That way you can add the url to the French publication pdf.
  2. In order for the French version of the Publication to show up correctly, they also need to have the appropriate French category applied to it. See Categories section for instructions on creating the French category.

Categories

Instructions for categories coming soon. Includes:

– How to Set up Categories

– How to add publication media files and link them to Publication categories

– How to set up and run CBV reports

– How to adjust menu navigation and sub navigation


Notifications

There are two delivery methods of notification. You can create either or both for any notification.

  • Email: sends an email to the user
  • System Message: posts to the user’s dashboard and notification area of the website

There are also two types of notification. Scheduled and System Triggered – describe below.

Scheduled Notifications

Scheduled notifications can be created and sent to any:

  • Group
  • CBV Report result (only where users are the result) using the “Actions” feature FROM the report.

System Triggered Notifications

Be careful with system triggered notifications. The system is hard-coded to expect these notifications. You can edit them, but don’t delete them. Creating new ones will have no effect until the code is updated to use them.

There are many fields available for mail-merge, but many will not be available in each context. (example: course_name is only available in the context of a specific course) The user fields from below will always be available.

User Fields Available for Mail Merge

Usage: {first name} {last_name}

  • prefix
  • description
  • date_of_birth
  • title
  • first_name
  • initial
  • last_name
  • degrees
  • designations
  • company
  • company_type
  • home_address
  • home_address2
  • home_city
  • home_province
  • home_country
  • home_postal
  • home_phone
  • home_mobile
  • home_email
  • work_address
  • work_address2
  • work_city
  • work_province
  • work_country
  • work_postal
  • work_phone
  • work_extension
  • work_fax
  • work_email
  • website
  • preferred_language
  • email_address_preference
  • preferred_email
  • member_id

Slides (Home page)

Adding a Slide to the home page slider

  1. Select “Slides” > “Add New” from the left menu in the admin console.
  2. Input title, content for the slide image and slide content x-position(%)
  3. Select the slide image through the “Featured Image” pane. (please use images sized as per “Image Dimensions” above.)
  4. Update the change.

Changing the order of Slides

Slide order is based on publish date. The most recent will display first. To change the order:

  1. Select to edit the slide you wish to change.
  2. Select “Edit” in “Published on:” date and change the date/time to before/after the date/time of slide you wish this slide to appear before/after.
  3. Update the change.

Removing a Slide

  1. Select “Slides” > “Add New” from the left menu in the admin console.
  2. Select the slide you wish to remove.
  3. You can remove it in multiple ways (need to do only one of the following):
    • Select “Move to Trash” (delete it)
    • Select “Edit” in Publish Status and change to any unpublished status.
    • Select “Edit” in Publish Visibility and change it to “Private”.

Managing Slide Text

To add/change the text overlay of an image, use the main content area of the slide admin screen. NOTES:

  • If you create too much content, it will increase the height of the box overlaying the image, eventually extending off the top of the screen. Please keep the text short for maximum impact.
  • It is intended that you use one Heading 2 and then a short paragraph. You can also create links.
  • You can adjust the horizontal position of the text box by defining the “Position X (%)” at the bottom of the slide admin screen. It defines where the left side of the text box will be positioned.

Adding an accordions to content

  1. After login, click “Edit Page” button at the top of the window.
  2. Follow this structure below to use accordion
     Screen Shot 2015-01-09 at 3.39.01 PM
    
  3. Update the page.

The above will generate this:

Title 1


Content for the first accordion.

Title 2


Content for the seconds accordion.

For advanced documentation, see here.

 


Mirroring A Page

To mirror a page:

  1. Make a new page. 
  2. Copy this Short Code 
    The mirrored page has no content, Please check the page id!
  3. Replace the ID at the end of the Short Code with the post id of the post you want to mirror.
  4. Publish the page and preview its content.

 

 


Iframe Agreement Shortcode

To use:

  1. Copy this Short Code
    Enter your agreement information here.
  2. Paste the Short Code into the desire page. 
  3. Replace the ID with an unique identifier of your choosing.
  4. Replace the URL with an url of Iframe.
  5. Replace the label with a label of your choosing.
  6. Edit the agreement content in between the Short Code open and close tags.
  7. Publish page

The “IFRAME_AGREEMENT” report includes all the people who have agreed to any iframe agreement.

 

 


Appearance > Menus

NOTES:

  1. “Menus” contain “Menu Items”. The site templates were designed to use only the “Main Menu” and the “Utility Menu”. Adding other menus will have no effect.
  2. Once changes made to the position of Menu Items are saved, they can’t be undone. So BE CAREFUL.

Modifying Menus

  1. From the admin console, select “Appearance” > “Menus”.
  2. You will see the two menu tabs in the main content area. The “Menu Items” are displayed hierarchically for each.
  3. Expand any Menu Item to remove or edit it.
  4. You can change the menu item by dragging it into the position you want.
  5. To add a Menu Item to the currently selected Menu:
    • Use any of the panes in the center column to select the asset you would like it to link to.
    • Select “Add to menu”. It will appear at the very bottom of the currently selected Menu.
    • Drag it to the position you want.

French Menus

French menus need to be created and populated manually. Theoretically, you could have a different menu structure on the French site than you do on the English site.

  1. Toggle to French by clicking on the current language indicator on the top WordPress bar.
  2. Follow the same process described above “Modifying Menus”.

 


Users

Anyone who needs to contribute to the site or needs to access private pages needs to be added as a user. Be cautious when applying the roles and groups to a user so that each user has the appropriate level of access.

Roles: Influences the features available to a user.

Groups: Influences the pages available to a user.

So a user who belongs to a “Board Member” group will have access to the pages assigned to that group. If that user is also an editor, they will be able to edit those pages. An editor who is not a “Board Member” will not be able to see or edit pages belonging only to the “Board Member” group.


UAM (User Access Manager) Groups

Groups are managed using the “UAM” (User Access Manager) feature on the left side of the admin interface. Groups can be assigned the rights to edit, administrate or simply view pages. For advanced feature documentation, see here.


Course Notes

Adding a new Course Note 

Creating a Course Note from a Course Template (this is the preferred method)

  1. Select the Course Templates tab in the left menu. You’ll see a list of existing course templates.
  2. Select the desired Course Template to enter edit mode.
  3. Select the “Copy to Course Notes” button near the top of the Course Templates edit page. It will copy all the necessary fields automatically. Be sure to update the “Course Note fields” section, especially the expiry date to ensure it will display in the Course Notes Listing page.
  4. It will also create a new user group “Course note – COURSENOTE CODE” which will contain the users who have purchased this course note.
  5. Click “Publish”
  6. View the post on the front end of the website, and make edits as necessary.

Creating a Course Note from Scratch.

  1. Select Course Notes > Add New
  2. Complete the content, excerpt and the Course Notes Fields.
  3. Ensure you have the proper course Code and Expiry Date. These are required.
  4. Click “Publish”.
  5. It will also create a new user group “Course note – COURSENOTE CODE” which will contain the users who have purchased this course note.
  6. View the post on the front end of the website, and make edits as necessary.

 Course Exam Cities

 The list of cities available for selection during course registration can be edited under CBV Options > Generic Options

  • ontario-exam-cities
  • british-columbia-exam-cities
  • etc.

Potential Exemption Recipients Exam (Quiz)

Documentation can also be found within the “Exemption Exam Sections”.

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