1 ms sharepoint user manual

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http://www.cardinalglennon.com

MS SharePoint User Manual

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Sections1. Logging In 32. Site Actions 43. Site Content 54. Uploading Images 75. Creating Generic Web Page 116. Creating Links 257. About Us 318. Recent News 339. Ask Dr. Bob 3710. Medical Specialties 4011. Medical Specialties Patient Stories 4312. Physician Profiles 4613. Linking to a Physician Profile 5414. Online Web Forms/Lists 5715. Customer Support / Assistance 59

SLIDE #

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Logging In

1. Go to: http://www.cardinalglennon.com

2. In the url location, append the web address with “?login”

3. Suppy your AD credentials:1. ID: ds\jsmith2. Password: youradpassword

http://www.cardinalglennon.com/

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Site Actions• Once you login you

will see a blue button in the top left labeled “Site Actions”

• From here you have options to edit or manage your site

• The options you will most frequently use are:– Edit Page– Create Page– View All Site Content

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View All Site Content

Sub sites Document Libraries

Lists

•About Us•Ask Dr. Bob•Medical Specialties•News•Physicians

•Pages•Documents

– e.g. MS Word Docs or PDFs

•Images

•Advocacy Form (TBD)•Order Flyers•SuperKids signup•Volunteer Application•World Championship Nominations

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Http://www.cardinalglennon.com (Site Collection)

PAGES

ABOUT US(sub site)

ASK DR. BOB(sub site)

MEDICAL SPECIALTIES

(sub site)

NEWS(sub site)

PHYSICIANS(sub site)

PAGES

Patient Stories

IMAGES(Publishing Images)

SITE COLLECTION IMAGES

SITE COLLECTION DOCUMENTS

PHYSICIAN RELATIONS ORDER FLYERS

(online form)

STL SUPERKIDS SIGN UP (online form)

ADVOCACY? (online form)

VOLUNTEERS (online form)

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Uploading Images / Files for Generic Web Pages

• Go to the home page.• Click the Site Actions

button and select “View All Site Content”

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• You can upload images into any of the Document Libraries…

• Recommendation:– Site Collection Images

• Purple banners for the web page title– Images

• All other images

• You can upload PDFs, Word, etc. in the Document Libraries as well.

• Recommendation:– Documents or Document Library

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• To upload a banner that you will use for the title of a generic web page:– Click on “Site Collection

Images”– Then click on the “Banners”

folder– Click on the Upload button.

• You can upload one file at

a time, or multiple files

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• Browse for the image you want to upload and click OK button

• You will receive confirmation that the file was uploaded… You can click OK to check it in.– You can provide optional

info as well.

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Create a generic web page

• Go to the home page– www.cardinalglennon.

com

• Click on the Site Actions button in the top left and select “Create Page”



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• Type your Title• Description is optional• Url name will populate

automatically (this is the file name of the web page)

• Select your Page Layout.– “Top Banner with Rich Text

Editor”

• Click the “Create” button

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• Standard web pages on the site use a banner graphic for the page title.

• Click on “Edit Picture” or “Click to add a new picture” to upload your banner graphic that was created using Photoshop.

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Create a generic web page• Click the browse

button.• Since the banner

we uploaded is in the “Site Collection Images” folder, click the icon for it on the left.

• Browse through the Banner Folder until you find the image.– Select the image

and click OK

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• Type text in the Alternate Text field… – This

provides a description of the image for visually impaired.

• Leave the other settings alone and click OK.

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• To Add the content for the web page:– Click on “Edit Content”

or click on the Page Content area.

• The toolbar will appear

• Begin typing, or• Paste text in from MS

Word, Note pad, etc.

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• To Add the content for the web page:– Click on “Edit Content”

or click on the Page Content area.

• The toolbar will appear

• Begin typing, or• Paste text in from MS

Word, Note pad, etc.

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• For help with the toolbar functions, click the Question mark in the top right corner of the toolbar

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Create a generic web page• Table creation is

slightly better than our last generation CMS.– Improved wyswig

for inserting rows and columns and merging rows and columns

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Create a generic web page• Missing ability to set

cell colors– Work around is to

create a table in MS Word, then copy and paste it

• Missing ability to align table in the flow of the text– Can only accomplish

this by going into the HTML code and adding “<table align=“left”>”

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• To Add an image within the Page Content:1. Place your cursor where you would like the image to be placed.

2. Click on the Image icon in the tool bar. Then browse for the image.

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• To Add an image within the Page Content:3. You can either select an image or Upload a new image.

• Uploading is similar to the process as outlined for the banner upload beginning on Slide 6.

• Most images for the Page Content are stored in the “Images” Document Library while the banners are stored in the Banners folder of the “Site Collection Images” Document Library.

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• To Add an image within the Page Content:

4. Type in the description for the Alternate Text

5. If you wish for the image to be placed in the flow of the text (i.e., text wrapping around the image) select:1. The Alignment2. Horizontal spacing

(padding around the image left and right)

3. Vertical spacing (padding around the image left and right)

6. Click OK

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• To save the web page as a draft so you can view it before publishing, click:

– Page >> Save• Select “Check In” if you want to let others see the draft.• Click the Publish button if you want the whole world to see it!• Approval workflow is currently turned off so “Submit for Approval” is

rendered useless right now.– We can turn it on if you prefer… but it is a lot of emails to the Approver…

and if you are the Approver, you have to approve your own work too!

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Creating Links in the Page Content

• There are 2 types of linking that can be accomplished in the Page Content:1. Linking to other pages on the web site or external

sites– There are 2 methods

1. Browse and select the page

2. Copy and paste the url of the page

2. Linking to anchors within the same page or on other pages of the site

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• Option 1:Linking to other pages on the web site or external sites

– Method 1: Browse and select the page– STEP 1. Highlight the

text you want to link– STEP 2. Click the link

icon in the tool bar– STEP 3. Click

“Browse…”– STEP 4. Find your web

page or file– STEP 5. Click OK and

then OK again

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• Option 1:Linking to other pages on the web site or external sites

– Method 2: Copy and paste the url of the page– STEP 1. In a separate

browser window, find the web site you want to link to and copy the URL

– STEP 2. Highlight the text you want to link

– STEP 3. Click the link icon in the tool bar

– STEP 4. Place your cursor in the Selected URL field and paste (Ctrl+V)

– STEP 5. Click OK

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• Option 2: Linking to anchors within the same page or on other pages of the site

– Example: Let’s say I want to link “Styles” at the bottom of the page so that when you click it, it jumps to the top of the page where it describes the Styles tool.– STEP 1. Place your

cursor right at the point where you want the link to jump to…

– STEP 2. Click the link icon in the tool bar

– STEP 3. Type “styles” in the Bookmark Name field and then Click OK.

– Notice that there is now a little anchor icon.

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– STEP 4. Go back to the bottom of the page and highlight the text that you want to link.

– STEP 5. Click the link icon.

– STEP 6. In the Selected URL field, type “#styles”

– STEP 7. Click OK

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Creating and/or Editing a Generic Web Page in the About Us Sub Site

• About Us was created as its own subsite since much of the content is not inter linked with the other areas of the site. It was thought it would be easier for organization purposes

• Creating or editing a web page in the About Us sub site is exactly the same as if you were doing it on the top level site.– EXCEPT

• You just need to make sure you are on the About Us sub site and not on the Top Level site.

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Creating and/or Editing a Generic Web Page in the About Us Sub Site

• Step 1: Go to the About Us page

• Step 2: If you are logged in, you should see the Site Action button. Click this button to:– Create a new page under

About Us– View All Site Content under

the About Us.– EXCEPT

• You just need to make sure you are on the About Us sub site and not on the Top Level site.

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Creating a Recent News Article

• News is in its own sub site. Therefore, to create a News article that dynamically populates the Recent News page, you must create the News Article on the News sub site.

• Step 1: Go to the Recent News page

• Step 2: If you are logged in, you should see the Site Action button. Click “Create Page” to create a new news article.

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• Type the Title of the News Article– The URL Name will be generated automatically

• Select the Page Layout called “News Article page with image on left”• Click the “Create Button”

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• The Page Image is the image that appears when the Article is open.– The Page Image is optional – A rule of thumb would be that the image should not be more than 300 pixels wide since the Page content is going to wrap around

it.• The Image Caption is optional as well… obviously if you don’t add a Page Image, you don’t need a caption• Article Date is the date that is displayed… It signifies the date the article is published. The Recent News page

lists articles by this date in descending order.• Byline is optional…• Page Content is just like the Page Content in a Generic web page. You can add links, tables, pictures, etc.

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Creating a Recent News Article• Text placed in the Description field

is what appears under the News Headline on the Recent News page.

• The Rollup Image is the thumbnail picture that appears to the left of a News Article on the Recent News page.– The dimensions of the Rollup Image

is 64 pixels wide by 66 pixels high.– If you do not have a picture for the

article, you should use the red Cardinal Glennon sun thumbnail.

• Click on Edit Picture• Click on Current Site Images (this

will ensure that you are looking for images on the News sub site)

• Open the RollUpDefault folder• Select the “news_thumb2.jpg”• Click OK• Add text to the Alternate Text field

and Click OK • Save, Check-in or Publish the News

Article when complete.

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Creating an Ask Dr. Bob Article

• Ask Dr. Bob is in its own sub site. Therefore, to create an Ask Dr. Bob article that dynamically populates the Ask Dr. Bob page, you must create the article on the Ask Dr. Bob sub site.

• Step 1: Go to the Ask Dr. Bob page.

• Step 2: If you are logged in, you should see the Site Action button. Click “Create Page” to create a Ask Dr. Bob article.

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• Type the Title of the Ask Dr. Bob Article– The URL Name will be generated automatically

• Select the Page Layout called “AskDrBob”• Click the “Create Button”

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• Once the page is created, populating the page is exactly like populating a generic web page.

• The only difference is that there is an Article Date field. This field is key for displaying the Ask Dr. Bob articles in descending order on the main Ask Dr. Bob page.

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Medical Specialties

• The Medical Specialty area is a sub site.

• Every Medical Specialty within the Medical Specialty area is its own sib site as well.

• You do not have the ability to create new sub sites… IHT Apps Dev will have to do this for you.

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Medical Specialties

• You do have access to edit the home pages of the various Medical Specialty sub sites.

• On the main Medical Specialty page, click the link of the specialty you would like to edit.

• On the Site Actions button, click Edit Page

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Medical Specialties• The Title field is the key for how the Medical

Specialty is categorized on the main Medical Specialty page

• Like the News Article page layout, the Medical Specialty has a Page Image and Image caption.

– The recommended width of the image is no more that 300 pixels wide.

• The Page Content section is just like the rich text sections in all the other page layouts.

• The Summary Links section is unique to the Medical Specialties.

– You can create links to other areas of the web site.

– The links are automatically formatted to have the arrow graphic and the font style

– This section usually links to relevant Patient Stories… a key feature of the Medical Specialty sub site

– To create a link:• Click “New Link”• Either browse for the page within the web site

collection, or paste the web address.– Click on “Reorder” to modify the order in

which the links appear in this section

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Medical Specialties: Patient Stories

• To edit an existing Patient Story, open the story and choose “Edit Page” under the Site Action button.

• Creating a Patient Story is almost identical to creating a News article except for the location of where it resides. To create a new Patient Story:1. Go to the Medical Specialty you would like the Patient Story to be tied to.2. Click on the Site Action button and select “Create Page”3. Type the Title of the Patient Story in the Title field.4. Click the Create button

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Medical Specialties: Patient Stories

5. Just like the News section, add a Page Image and Caption…• This is optional but

recommended

6. Edit the Page Content in the same fashion as all other web pages.

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Medical Specialties: Patient Stories7. Article Date is the key for

sorting Patient Stories in descending order

8. Description is the text that appears under the Title.

9. Rollup image is the thumbnail picture that is displayed next to the title and description. The dimensions of this picture should be 64 pixels wide by 66 pixels high.

10. Save, Check In, or Publish to complete the Patient Story

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Creating or Editing Physician Profiles

• The Physician content is in its own sub site.

• To create or edit an existing physician, go to the Cardinal Glennon Specialist Page.

• Under Site Actions button, select “View All Site Content”

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• To edit an existing doctor, click on the doctors name and then click “Edit Item”

• To create a new doctor, click on the new button

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• Full Name is not automated… – Standard format

is “Last, First Degree”

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• Specialty, Board Certified, Education and Comments are Rich Text or Enhanced Rich Text fields.

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• To get the Physician Photo web address

• Open a new browser window

• Go to Site Actions >>> View All Site Content

• Click on Photos• Browse for the

doctors Photo

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• Click on the Physician Picture file

• Copy the web address

• Go to the other browser window that has the physician profile open and paste into the Picture URL field

• Click “OK” to save.

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Linking to a Physician Profile

• Many pages in the web site have links to the Physician Profiles.

• There are 2 ways to link to a specific physician– Method 1: Browse for

the physician– Method 2: Copy and

paste the web address of there profile

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• Click the folder/arrow icon to move up to the top of the site collection

• Select the Physicians sub site

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• Select the physicians list.

• Select the Physician• Click OK and OK

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Online Web Forms/Lists

• There are a few online web forms that have been migrated to the Share Point Site– Advocacy*

• Although this has been migrated, we are still using the old form. We are keeping it linked to its current database since it requires HTTPS access

– Physician Relations Order Flyer Form– Stl SuperKids Sign up form– Volunteer– World Championship (coming soon)

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Online Web Forms/Lists

– To view these Forms/Lists• Go to the Cardinal

Glennon home page.

• Click on the Site Actions button

• Click “View All Site Content”

• They appear under the Lists category

– We are in the process of fine tuning the alerting for when a new form has been submitted.

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For Assistance

• I am more than happy to help…– So are the other

members of IHT Application Development

• Please use the new e-Help system. The link is on your Intranet Home Page