cms training checklisthow to edit an existing page how to save/submit for approval/publish metadata...
TRANSCRIPT
CMS TRAINING CHECKLIST
Intro
How to log into the CMS (where and what credentials)
File structure and how sites are organized
The difference between Staging/Test/Production
Creating Pages
How to create pages/website sections
Naming conventions
Side-nav (how to link and that it can be auto-populated)
Adding Content to a Page
How to check a page out
Adding text to page, talk about headers and why they’re important
Snippet options are and what each one does
Where images need to be uploaded, image size standards, what happens when you don’t use a snippet, images need descriptions and a good image won’t include text
Documents folder
Linking things, dependency tags, how to write good links (don’t write “click here”, opening in a new window vs the same window
How to edit an existing page
How to save/submit for approval/publish
Metadata and SEO
Metadata and how to fill it out and why you fill it out
For Full-Site Content Editors
Widgets for homepage
Questions
How to access the CMS user guide
Questions Time!
�1
Where to log in?
Staging/Test/Production
Staging is the view for editing pages Test is the view where you will upload any images/documents you would like to test on a test site Production is the view for images and documents that will be live on your site
College
College
File Structure CMSThe initial layer of files is how you acess your pages,
your images, and your widgets
YourCollege
Folders of
website sections
Pages(.pcf files)
Images
Widgets
Your College
Folders of
website sections
Your College
Folders of
website sections
How to create a new page
Naming Conventions
-Nocapitalletters,dashesareonlycharacters
Side Navigation
Thisiswhatyourside-navpagewilllooklike,eachbulletpointisaside-navlink
Examples of h3 and h4 (h1 and h2 are default on the page, you will never use them)
heading 2 (automatically created on page)
Example of heading 3
Example of heading 4
Snippets and WYSIWYG Editor
Images always go in “Images” folder. The root is in the home menu. After clicking images, go to your site’s folder and you can either upload or drag and drop images here
Much like images, documents go in their own folder. The only difference with the documents folder is it is within your site's folder
After you've created and saved your document you can either publish it live on the internet, to a test site, or submit to your content manager
720px
405px
100px100px
Large
Medium
Small
320px
213px
IMAGES IN CONTENT
660px
371px
371px
1000px
Small
Large (full-width of content area)
HOMEPAGE ROTATOR / IMAGE
172px
115px
News(wide)News
(small)
Feature Story320px
213px
IMAGES IN WIDGETS
100px100px
CMS - IMAGE DIMENSIONS
Publish target should be “production” unless you want to test it first, then you would select “Test”
The metadata is on the “properties” tab of a page, you must have the page checked out to view it. Once it is checked out select “parameters” on the left and you can then edit your metadata