Post on 22-Feb-2016
description
CHAPTER SITETRAINING GUIDE & REFERENCE
GETTING STARTED
SIGNING IN
From your chapter home click the “Sign In” (1) link at the top right of the screen. At the main login screen, enter your member number and password and click “Login (2)”.
1
2
This Web Part displays links to internal or external web pages and documents.
This Web Part displays HTML content.
This Web Part displays news articles published in the chapter’s news section.
MAIN SITE NAVIGATIONHere you can navigate the main chapter pages.
EDITUse this button to check out your page and make edits.
CHAPTER SITE LAYOUT
SITE ACTIONS MENU Here you can view create new pages, new sites, and view and organize your document library.
This Web Part displays news articles published in the chapter’s news section.
This is your blank chapter site layout; you have a top-navigation menu that allows you to create and edit content, and areas on the site called “Web Parts” that can act independently or in conjunction with other web parts and pages.
The next page shows a completed chapter home page along with descriptions.
1
3
NAVIGATIONHere you can navigate the main chapter pages.
JOIN OUR COMMUNITYThis Web Part displays the many different ways people can connect to your chapter.
QUICKLINKSThis Web Part displays links to internal or external web pages and documents.
TWITTERThis Web Part displays the Twitter feed from IIA North America.
ADVERTISEMENTSYou can place sponsors or paid advertisements in this section.
ADVERTISEMENTSYou can place sponsors or paid advertisements in this section.
CURRENT NEWSThis Web Part displays the five most current items from your chapter news section.
MAIN AREA & IMAGEThis area contains an image along with information about your chapter.
ADDING IMAGE TO HOME PAGE
To personalize your home page, you can have a 465x165 @ 72dpi image that best represents your chapter. To upload an image, click the “Edit” (1) button at the top of your screen, click the “Click here to insert a picture from SharePoint” (2) area, then click “Browse” (3) in the pop-up window.
1
2
3
Continued Next Page…
ADDING IMAGE TO HOME PAGE
Click on the “Images” (1) link on the left, then click “Upload” (2) at the top of the window. Select the image you would like to upload (3), then hit “OK” (4).
1
2
3
4
…Images continued
ADDING QUICKLINKS
To add a new Quicklink, click “New Link” (1). In the popup window enter “Title” (2) and “Link URL” (3). Choose “Quicklink” (4) as the style then hit “OK” (5).
1
2
3
4
5
ABOUT US
ABOUT US SECTION
From your home page you can navigate to each section in your chapter site. To edit or add information to the individual pages you need to be within that section.
To get started, click the “About Us” link on the navigation bar.
ABOUT US SECTION
From the home page you have now navigated to the “About Us” section of your chapter site. Each web part displays different information and can be edited independently from the other web parts on the page.
The “Links” Web Part displays links to internal and/or external pages and documents.
The “Chapter Officers” Web Part displays your chapter officers and contact information.
The “About This Chapter” Web Part displays information about your chapter.
EDITING “ABOUT THIS CHAPTER”
Select “Edit Web Part” (1) from the dropdown menu. Then click the “Click here to add new content” (2) and enter chapter information. Click “Publish” (3) at the top of your screen when you are done, and hit “Continue” (4) after the spelling check has completed.
1
2 4
3
EDITING “CHAPTER OFFICERS”
In the “Site Actions” (1) dropdown menu, choose “View All Site Content” (2). Click “Chapter Officers” (3) then “Upload” (4). Click “Browse” (5) to find your officer images and hit enter. Images will populate on the “About Us” home page.
1
3
4
* WHITE LINKS ARE BEING FIXED
*
5
2
2
EDITING “LINKS”Select “Edit Web Part” (1) from the dropdown menu. Click “New Link” (2) and enter your information in the popup window (3). When you are finished, hit “Publish” (4).
4
1
4
3
CAREERS
CAREERS SECTION
From your home page you can navigate to each section in your chapter site. To edit or add information to the individual pages you need to be within that section.
To get started, click the “Careers” link on the navigation bar.
CAREERS
From the home page you have now navigated to the “Careers” section of your chapter site. Each web part displays different information and can be edited independently from the other web parts on the page.
The “Resources” Web Part displays links to internal and/or external pages and documents.
The “IIA Career Opportunities” Web Part displays job listings for The IIA and is populated automatically.
The “Chapter Positions” Web Part displays current job listings for your chapter.
EDITING “CHAPTER POSITIONS”
In the “Site Actions” (1) dropdown menu, choose “New Page” (2). Enter the job title in the “New Page” (3) window and press “Create.” Enter Job Posting Date, Location, and Job Description (4). When you are finished adding your information, click “Publish” (5).
1
24
53
2
EDITING “RESOURCES”
Select “Edit Web Part” (1) from the dropdown menu. Click “New Link” (2) and enter your information in the popup window (3). When you are finished, click “Publish” (4).
4
1
3
4
MEMBERS ONLY
MEMBERS ONLY SECTION
From your home page you can navigate to each section in your chapter site. To edit or add information to the individual pages you need to be within that section.
To get started, click the “Members Only” link on the navigation bar.
MEMBERS ONLY
From the home page you have now navigated to the “Members Only” section of your chapter site. In this section, only the “Related Documents” web part is editable. Click ahead to the next slide to learn more.
The “Admins Only” and “Leaders Only” Web Parts are still under development.
The “Related Documents” Web Part displays the documents in your member library.
The “Document Filter” Web Part filters the documents in your members only library.
EDITING “RELATED DOCUMENTS”
In the “Site Actions” (1) dropdown menu, choose “View All Site Content” (2). Click “Chapter Documents” (3) then “Add New Item” (4). Select your document (5) and hit enter.
2
3
4
5
Continued Next Page…
1
EDITING “RELATED DOCUMENTS”
After uploading your document, a window will pop up; this is where you enter your documents Meta Data. The more information you provide in this section the better the search function for your site will work.
1
2
…Related Documents continued
Meta Data (or taxonomy) is a data structure on a back-end database
server that stores properties that are associated with each item and attributes of those properties
NEWS
NEWS SECTION
From your home page you can navigate to each section in your chapter site. To edit or add information to the individual pages you need to be within that section.
To get started, click the “News” link on the navigation bar.
NEWS
From the home page you have now navigated to the “News” section of your chapter site. In this section, only the blank area is editable.
The “IIA HQ NEWS” Web Part displays an RSS feed directly from theiia.org.
This is where your chapters news items will post.
EDITING “CHAPTER NEWS”
In the “Site Actions” (1) dropdown menu, choose “New Page” (2). Enter the title of the news article in the “New Page” (3) window and press “Create.” Enter article date and page content (4). Click “Publish” (5) when you are done.
1
3
4
2
3
Continued Next Page
4
EDITING “CHAPTER NEWS”
After publishing, your news item will be shown in this window and on the home page. This is setup to post automatically every time a new news article is published.
1
3
2
3
…continued.
TRAINING & EVENTS
TRAINING & EVENTS SECTION
From your home page you can navigate to each section in your chapter site. To edit or add information to the individual pages you need to be within that section.
To get started, click the “Training & Events” link on the navigation bar.
TRAINING & EVENTS
From the home page you have now navigated to the “Training & Events” section of your chapter site. In this section, only the blank area is editable.
The “Events In This Chapter” Web Part displays training & events for your chapter.
The “IIA Events” Web Part displays events from theiia.org and is populated automatically.
In the “Site Actions” (1) dropdown menu, choose “New Page” (2). Enter the title event in the “New Page” (3) window and press “Create.” Enter article date and page content (4). Click “Publish” (5) when you are done.
1
3
Continued Next PageEDITING “TRAINING & EVENTS”
2
3
4
5
EDITING “TRAINING & EVENTS”
After publishing, your training or event item will be shown in this window and on the home page. This is setup to post automatically every time a new news article is published.
1
3
2
3
…continued.
TROUBLESHOOTINGIf you are having any trouble with your new chapter site, please do not hesitate to contact us at online@theiia.org. Thank you.
1
3