Managing Content in DotCMS

Table of Contents

Welcome to DotCMS. .............................................................................................................. 2

So let’s get started! ................................................................................................................. 3

Glossary / Definition / Purpose of objects (Types) in the system. ............................................. 4

Adding Objects to your website ............................................................................................ 13

Adding a Sponsor Logo ................................................................................................................... 13

Adding an Event ............................................................................................................................. 15

Setting Giving Levels ...................................................................................................................... 22

Hall of Fame Events ....................................................................................................................... 24

Adding a Program .......................................................................................................................... 25

Adding a Blog ................................................................................................................................. 28

Adding a Satellite Office ................................................................................................................. 29

Adding a Staff Member .................................................................................................................. 30

Creating a QGiv Form ..................................................................................................................... 32

Adding a Video .............................................................................................................................. 33

JA Facebook Post Album ................................................................................................................ 35

Pro Tips for Site Creation / Management .............................................................................. 36

Commonly Asked Questions .................................................................................................. 36

For JA Personnel to do and verify when creating a site: ......................................................... 39

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Welcome to DotCMS. DotCMS is a Content Management System that manages your content in a manner that eliminates the need for coding by the area offices – yet allows you to get your valuable content onto the web in minutes. Your days of spending time messing with code are over! One thing you need to adjust in your thinking: you no longer need to build pages. You also no longer need to build html and put that code onto those pages. The dotCMS system does that for you. Instead, you build content objects and it does the work for you. The main advantages of the new dotCMS system are:

1. The JA USA Brand department is footing the bill. 2. The things you modify frequently are easy to change (like events). 3. It delivers 508 compliant content (for the visually impaired) 4. It delivers mobile responsive content that will work on any device. 5. It is brand compliant. 6. The USA Brand department is managing Ads and Adwords for each location to drive

traffic to your sites by location. (For example, a person searching for Events in the locale of San Diego will see JA of San Diego rank higher in their search results).

7. The system works with objects that work according to our business logic and JA’s business terminology.

8. When information is entered correctly, the system works for you. 9. The sites are built according to Google specifications… so you have TWO WEEKS to get

the data entry done before Google finds you! (No pressure, right?) 10. Google Schema’s are automatically put in place for Object types supported by Google

for faster indexing and for Googles higher end features (Such as events being placed into Google Events!!)

For example: you need to add an event to your website. Instead of building an event page and adding the details of the event to the page, simply create a “JA Event” object in the system and the display for the Event will automatically be built for you, in a mobile responsive/508 compliant format. Even the listing of your events is updated for you in REAL TIME.

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So let’s get started! In Google Chrome, Login link to the system: http://authoring.ja.org/dotAdmin/# Your login is the same as your Intranet / Outlook login. After logging in, drag your logged in “Control Panel” towards the left. In Chrome, open a new “Incognito Window” to preview your work and enter the url for your website. It is recommended to put the windows next to one another, the logged in window and the incognito window, like so:

So you are logged into the control panel in the window on the left, and are viewing your website in the incognito window on the right (incognito mode ensures you are seeing the website as a “guest”).

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Glossary / Definition / Purpose of objects (Types) in the system. So let’s dive right in with what objects you control:

1. JA Blog A JA Blog is, specifically, a Blog entry for your website. It will be listed in the “News” area of the site, with the most recent listed first. It is not a traditional Blog format that allows you to enter images and links at random, but is formatted in “sections” with an image uploaded per section so the server can optimize and resize your images for you.

2. JA Campaign A JA Campaign looks similar to a JA Engagement in appearance, but has the ability to relate a QGiv form to take donations directly in the Campaign display. JA Campaign’s can be related to the Spotlight Section

3. JA Career Opportunity These are used for job postings. Simply create a record by completing the form (modeled after the standard form in the intranet) and the posting will be displayed on your website.

4. JA Central Button These are used to add buttons to the JA Central area of your website.

5. JA Class One the features and most under utilized objects in the system. It is, simply put, a Class can display a form for volunteers to sign up for the class as well as and provide documents and information for those volunteers.

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A class can be related to a JA School (where it is being taught) and a JA Program (the program being taught). A class can also be related to a JA Event (such as for JA In a Day), so all the classes that are being taught can be presented on the Event. When a Volunteer signs up the teach a class,

a. it will create a JA Volunteer Assignment Record. b. An email will be sent to the Volunteer email on file for the site to give

notification. c. An email is sent to the Volunteer, giving them a direct link back to the Class page

for their resources and program information. That way, they have one place to go for everything they need.

d. When the Volunteer manager reviews the record and publishes it, it will display the First name / Last initial of the volunteer and the number of volunteers needed will reflect the change.

e. When the class volunteer requirements are met, the form disappears from the Class to prevent other Volunteers from Signing up.

When a Site is using JA Engage, the form disappears entirely and the Volunteer is presented a link directly to the class on JA Engage, bypassing all other screens on JA Engage. There are two things that MUST be correct for the Jump to engage to work:

1. The CL identifier from Engage must be correct. 2. The School must be related.

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If the Class is Virtual, the Class is marked Virtual and the link for the Zoom or Team call is presented.

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6. JA Contact Us Record

A JA Contact Us Record is a record created when the “Contact Us” for the website is submitted. If you receive and email saying that the Contact Us form was filled out, these are the objects you want to bring up.

7. JA Donation Donations are entered to create records for sponsorship and individual giving. The donations are specifically for determining what giving level a sponsor is listed under in a JA Event and/or on the Giving Levels display. In the future, it may be used to create your annual report so PLEASE enter accurate dollar amounts. Think of a donation like an entry in your accounting system. The sponsor or individual is the “Accounts Receivable record”. The Event itself is the “Accounts Payable record”.

8. JA Engagement Opportunity A JA Engagement Opportunity is designed to be a marketing display to promote an opportunity to become involved with JA. The object is designed for marketing purposes only and is not designed for utilitarian work such as downloading forms and such. Think of it this way: it is an OPPORTUNITY, not the engagement itself. It is an advertisement for product, not the product itself. Example 1: if you create a engagement/marketing opportunity for an event, you don’t have them register in the engagement, you would relate to the event and have them

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register there. The engagement is marketing with a call to action… not where the work is done. Relate the engagement to the event itself. The engagement is marketing, the event is utilitarian. Try to keep your users on your site as long as possible, only sending them offsite when there is no other option. Example 2: If you want to feature your Social Media sites, don’t link to them directly in your Engagement. Put in the marketing text telling people WHY it’s awesome and cool, and link to the News display of your website, which contains your social media feeds and blogs… so the browsing user STAYS on your site as long as possible. Because the Engagement Opportunity is not designed to actually do much work other than present marketing information, is the reason why the Engagement Opportunity only has the ability for 1 button. Present the information, then send them to the appropriate location. Such as an Event, Program, or Local Web Resource Repository.

9. JA Event A JA Event is one of the major objects in the system. It is an occurrence in time with specific purpose. An event can contain registration pdf’s, and can link out to QGiv registration forms. All events MUST contain a single start and end date with location as well as an image to represent the event. Again, an single event is a single date/time in the space time continuum. Repeating events are entered as separate entries as you would most likely have a separate PDF registration or QGiv registration per event. Think about it: when a person calls you on the phone and says they want to be part of an event, if it is a recurring event, what is the very first question you must ask? “What date are you interested in?”. That single question makes the event unique and different. Pro Tip: if you have a “recurring event”, enter it once, then in the dotCMS listing, right-click and select “copy”. It will duplicate the event. Open the copy and change the date/time. Boom! You just created a separate event with minimal effort. Pro Tip: do NOT delete your events after they are finished. Leave them up for Google to find (See JA Facebook Post Album). Pro Tip: images are automatically resized and optimized. However, we recommend your image be a ratio of 4x3. Examples: 4000x3000, 3000x2250, or 400x300 You can use an online calculator, such as calculateaspectratio.com, or you can open Photoshop. Using Photoshop, you can set your selector tool to a fixed ratio to crop your images very easily.

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Parent offices can create JA Events that filter down into their Satellite offices. If the event is being entered into a site that has Satellites, those Satellite offices will be presented as checkbox selections. Choose which Satellites they are to be shown on, and the events will be displayed in the Satellite office Events listing.

10. JA Event Hall of Fame Category

A JA Event Hall of Fame Category is used to post images of Laurette’s in an event with a unique title. Relate the JA Person objects to the JA Event Hall of Fame Category, then relate the JA Event Hall of Fame Category to the JA Event, and the JA Event with then display your Laurette’s in your Hall of Fame Event.

11. JA Facebook Post Album This album is designed to post images to your events after the event has completed. For example: you finish your bowl-a-thon and you have 100 images you’d like to show on that Event display. You create a Facebook image album and upload your images there… then create the Facebook Post Album record and relate it to the JA Event in the system. The images will display as a Facebook embed on that event page. Doing it this way gives you more credibility with Google and it’s indexing process as your information is cross-referenced to SocialMedia. Which brings up an important point: DO NOT delete your old events until they are ancient!! Give Google a change to find them and index them. Your ranking in the Google search index is created by your content, and if you delete the content then Google has nothing to work with.

12. JA Financial Report A JA Financial Report is where you store PDF versions of your Financial Reports, though it is not limited to that. Some areas have put 990’s here. Once a single Financial Report is created, the Financial Report menu item is created.

13. JA Giving Level

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The Giving Levels are used for setting the Sponsorship Levels in the Events (where sponsor logos are displayed) and on the Giving Levels display. They function by dollar amount RANGE with a min and max. A simple example would be: Presenting Sponsor: 100-100000 Other Sponsors: 0-99. Then, relate the giving levels to the event. When donations are entered (from a sponsor to an Event), the sponsor logos will automatically be reflected on the Event. In the example above, if a donation is created for 150.00 with an accounts receivable relationship from “KPMG”, and the accounts payable relationship is “Our Great Hall of Fame Event”, then the KPMG logo will be listed as the Presenting Sponsor in the “Our Great Hall of Fame Event”.

14. JA Local Web Resource Repository This is used as a place to put documents or URL links into your site related to other objects. A common use is to create Volunteer Documents or Educator Documents and give Volunteers or Education one place to go to retrieve those documents. A JA Local Web Resource Repository can be related to an Engagement Opportunity and / or a JA Person. It is most commonly linked to directly from a JA Central Button.

15. JA Local Web Resource Directly related to a JA Local Web Resource Repository. It can contain a PDF document, or can contain a link to an external resource.

16. JA Numbers Display Used to control the “Numbers” showing the number of classes taught, students taught, number of volunteers, etc. on your main landing display. Must be updated every year.

17. JA Person A major object in the system, as much depends on these being entered correctly. The JA Person object controls who is listed in the staff listing, board listing, leadership listing, hall of fame display’s, who is the contact information for an event, etc.

18. JA Press Release A Press Release is, as it sounds, information about a press release related to JA. It contains the ability to upload a PDF, enter descriptive text, can include the Source URL where the original information is posted. Press releases can be found in the “News” area of the website.

19. JA Program A major object in your website. If you have developed any of your own Programs, you can enter it into the system using the JA Program object. Simply enter the information and upload an image. Once you relate your program to the “JA Program List” for your website, your local program will be displayed in “Locally Developed Programs” tab under “Programs”.

20. JA Program List The JA Program List determines what programs are actually displayed on your site, by

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relating the JA Programs to it, as some area offices do not offer all programs. There is only one JA Program List per site.

21. JA Program Resource You can add a resource to a JA Program. These are designed to use PDF documents or to link out to external resources. Note: you can add a local resource to a USA program, and it will only show on your website. Only USA personnel can add resources that are displayed on every website.

22. JA Scholarship Opportunity A scholarship opportunity, when created, presents the Scholarship Opportunity into the footer under “Learning Experiences”. A JA Sponsorship Opportunity has it’s own unique URL that can be shared or emailed out. A person can be related to the opportunity to change the contact information, and a video can be related in.

23. JA Sponsor A major object in your website. All sponsor logos are created from these objects. Highly recommend that these objects are entered very early in the website creation, as the sponsor scroll on the bottom of the website, the sponsor listing, the in-kind partners listing, and sponsors within the giving levels for every event depend on the sponsors being entered.

24. JA Sponsorship Opportunity This object is if you want/need a way to make special callouts for Sponsorship Opportunities. When you relate this object to an event, the default sponsorship text is replaced with the text from this object. Also, you can relate a repository to a Sponsorship opportunity so you can attach flyers, pdf’s, etc. Possible relationships are: JA Person, JA Event, JA Local Resource Repository.

25. JA SocialMedia Connection The SocialMedia connection object is specifically for entering the urls for your SocialMedia external pages. These records are listed in the footer of your website in the form of SocialMedia icons, and the Facebook connection/Twitter connection records also control the “feeds” in your News section. We understand that new social media websites are cropping up every day, so if you need to add a unique SocialMedia icon that is not currently supported, please let us know and we can add it.

26. JA Spotlight Section These are created by Brand personnel and put in place for you. You can alter the content by changing the relationships to the objects. Currently, as of this writing, the Spotlight Section can contain JA Cards, JA Campaigns, JA Engagement Opportunities, JA Events, and JA Blogs. Keep in mind, YOU CAN ONLY HAVE 4 CARDS ACTIVE. Otherwise, the layout would come apart.

27. JA Video A JA Video object is a representation of a YouTube video or a Vimeo video. All you need to create the video is the identifier of the video (see section on creating video from scratch). JA Video objects can be related to: JA Program, JA Evaluation, JA Engagement Opportunity, JA Event, JA Campaign, JA Blog.

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28. JA Volunteer Submission When a person fills out the Volunteer Request Form, it creates these records.

29. JA Program Request Submission When a person fills out the Program Request Form, it creates these records.

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Adding Objects to your website This is a condensed list, covering the most frequently used objects / content types. We will be filling out the rest of the objects as time progresses, as this manual is a constant “work in progress”. Adding a Sponsor Logo

1. Select “Search” and set the content type to “JA Sponsor”.

2. Click “Add New Content”

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3. Fill out the form

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4. Save and Publish your Sponsor. 5. You are done.

Adding an Event Once logged into dotCMS, expand “Content”, click “Search” and choose the “JA Event” Content Type:

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This will show you all the “JA Events” you have in your website. This gives you a chance to verify the JA Event has not already been entered. If you need to create a new event:

1. HELPFUL TIP: Make sure you have created all the “JA Sponsor” objects for the Event. These are the sponsor logos that you will display in the event.

2. HELPFUL TIP: Precreate the Categories of Sponsorship by creating the Giving Levels for the event. Create a donation for the sponsor and relate the donation to the event.

3. After verifying the sponsors and giving levels are created, create the JA Event content. Verify the Type select box is set to “JA Event” and click the “Add New Content” from the purple action button.

4. In the General Information fill out the fields (self explanatory). IMPORTANT: Enter the date and time the event starts and also ENDS. The date fields determine how they are displayed in your main events listing.

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5. In the Media tab upload an image to be displayed for the event (the image will automatically resize itself depending on the location it is displayed). If you have a pdf registration file uploaded you can link to it here and set the button text for that document.

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6. If your event has an external website for registration, under the Web Related

Information put in the Link to the website and set the Button Text. On this tab you will also see the auto generated URL for that Event.

7. The next tab “Related Content” is a more advanced feature and one of the most

powerful features in DotCms. Here, you can relate content to your Event. To create a sponsor category: Create a

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8. Save and Publish your Event. You are now done. The Event is auto updated in the listing and the detailed display for the Event is automatically build for you.

Additional Information about Events The diagrams below show where the relationships present themselves on the events.

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Setting Giving Levels Giving Levels are one of the few objects that require relationships with other objects in order to function. The real key to understanding the Giving Levels is to understand that you are creating ranges of dollar amounts. For example:

If the Giving Level is related to an event, any donation applied to the event from a sponsor will be displayed in a giving level on the Event. To diagram the relationships:

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So to sum it up into steps:

1. Make sure the giving levels are created and related to the event. 2. Make sure the sponsor is created. 3. Create the Donation, entering the dollar amount. 4. Relate the donation to the event and the sponsor who donated.

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Hall of Fame Events To make a JA Event display people in a Hall of Fame Category…

1. Enter the Laurette’s as JA Person objects. Make sure you include a picture! 2. Create the JA Hall of Fame Category object. This gives you the opportunity to give a

unique title and description for Hall of Fame section in the event. 3. Relate the Hall of Fame Category to the Event. 4. Relate the Laurette person objects (created in step 1) to the newly created JA Hall of

Fame Category object (created in step 2). The people will show up in the event formatted properly. The diagram below gives a visual representation of the relationships.

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An example of a Hall of Fame Category with two people:

Adding a Program This system allows you to freely use the existing programs from JA USA and choose which programs you want to display, as well as create your own local programs.

1. To include JA USA programs, open the JA Program List content in your site.

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2. Open the JA Our Programs content and go to the “Related Programs” tab. You will see the currently associated programs to be displayed on your website.

3. To add programs simply select “Relate”, chose the programs you will to display and click “Relate”.

4. To change the order of the Programs as they are listed, simply drag them on the screen and click “Save and Publish”.

5. To Add your own Program, click the “Search” under Content, set the Type to “JA Program” and click “Add New Content”

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6. Fill out all the fields in all the tabs.

7. Click “Save and Publish”. Now go to your JA Program List content and relate the new

program as demonstrated above. Adding a Blog

1. Chose the “JA Blog” content type and click “Add New Content”.

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2. Enter the appropriate fields and click “Save and Publish”. The blog will be displayed the Category you select.

Adding a Satellite Office Pro Tip: Before you start, have the GPS Coordinates handy for the Satellite office.

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1. Select JA Satellite Office and “Add New Content”

2. Fill out the form, including the Satellite Office Website and GPS Coordinates.

3. Save and Publish. The Office will appear automatically on the site.

Adding a Staff Member 1. Chose the “JA Person” content type and click “Add New Content”.

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2. Fill out the appropriate content and Save and Publish.

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3. Checking the field “Employee” will display the person in the Staff listing.

Creating a QGiv Form There is a specific object for QGiv forms. When you create the form in QGiv, document the account identifier text and form number.

1. Create the Form Object: 2. Fill out the appropriate fields. Enter the Acct Identifier Text and form number.

3. For campaigns, relate the QGiv object to your campaign. The QGiv form will appear

automatically. Feel free to adjust the height / width parameters so all of the form displays.

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4. For QGiv forms from Donation links, JA USA personnel will set that up for you after you create the QGiv object.

Adding a Video Pro Tip: before starting, know the Video Provider and ID of the Video

1. Select JA Video and Add New Content:

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2. Fill out the form:

3. Relate the Video Object to the object it needs to be displayed on. (JA Program, JA

Event, etc.). Video will display on that object’s display:

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JA Facebook Post Album The JA Facebook Post Album is designed for the Blogs and Events. A blog can feature a Facebook Post, but more importantly, a JA Event uses it to display pictures from an Event. Create a FB album, and we can embed the post into the event. It increases your SEO and indexing to have it associated that way. Why aren’t we using “Flickr” for images? They were recently purchased and the stability of the company is in question. If they remain stable we can include Flickr albums in the future. What you will need to know: you will need to know the ID of the post.

Click on Advanced Settings Inside the “Code Generator”, look at the “URL of post” and grab the last set of numbers. Example: if the url is: https://www.facebook.com/JuniorAchievementUSA/posts/2828375200522972 The last set of numbers is: 2828375200522972. That is your ID.

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Pro Tips for Site Creation / Management

1. At the very beginning, start with creating objects in this order: a. JA Sponsors. Set up your donor scroll, sponsor page, and in-kind partners page. b. JA Persons. Setting up these objects will set up your Staff page, Leadership page,

and Board page. c. JA Programs. If you have local programs you will need to enter them as other

objects in the system can be related to JA Programs. d. Form the relationship from each Program you wish to feature to the JA Program

List e. Create your JA Giving Levels you wish to show on your Events. If you JA Events

feature “Sponsor Levels” or “Giving Levels”, you cannot complete the Event without having these entered.

f. Enter your JA Events, forming the relationships to the Giving Levels, the relationship to the featured JA Program (if required), and the relationship to the appropriate JA Person to be the contact (if required).

2. Once the basic information is created: a. Be honest about creating new objects. Refer to the Glossary and create objects

according to their definitions. Doing so will keep your website running smoothly and without broken links. If you use objects in a manner they are not designed for:

i. Your reporting will not be accurate. ii. You may have to redo work, as you will find that using an object in a

manner it was not intended will not function as it should.

Commonly Asked Questions

1. What is “Content Host” field that I see in my content? Content Host is the website the content is assigned to. So if you are on sandiego.ja.org and you create an event, setting the content host to sandiego.ja.org means it belongs to, and will be displayed on that website. Make sure any content you create is assigned using the Content Host field to the correct site. If you set it to “global.ja.org” the system will not allow you to save the content. If you open up a piece of Content and it says “SYSTEM_HOST”, that is content that is available to everyone, everywhere, on every website. You may be able to see it, but chances are you can’t edit it (USA programs are SYSTEM_HOST records, as well as USA blogs). As a general practice, if you see “SYSTEM_HOST”… leave it alone. As a Site Administrator, you need to show respect for anything marked “SYSTEM_HOST”… as any object with that tag is on 200 plus websites.

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We have it set so you can see items in SYSTEM_HOST and can relate objects to them, but you can’t edit them directly.

2. What is “Lock for Editing” and how does it apply to me? DotCMS operates as a “Lock Model” content system. What that means is any existing content needs to be locked for edit to prevent two or more people from editing the same content at the same time. When you are creating a new piece of content, you won’t see the “Lock for Editing” because the content doesn’t exist in the system yet… but once you have saved the content, THEN if you want to edit it you must lock it to prevent anyone else from editing the content at the same time as you. This typically comes into play when there is a piece of content that has been entered and needs to be changed ASAP. We have all been in the situation where a manager finds something on the website that has to be changed NOW and fires off an email to the entire company to have it edited (this never happens, right?). Immediately 6 people log into the system to edit the exact same thing and without the locking model, it’s not the first person’s edit that goes to the website, but the LAST. With the locking model, the first person who locks it, “owns it” and can make the change. Everyone else will see that it is locked and won’t be able to edit it.

3. What is push history? DotCMS keeps a running history of the edits made with a log of who made them. In the event that an incorrect edit was made, content can be “reverted” to a previous version.

4. I see in my Contact Us Records that the user is “anonymous”. What does that mean? The system catalogs every piece of content entered with an entered system user name into the created date field. Guests to the website who are just browsing have not logged in so the system doesn’t know who they are. Hence… “anonymous”.

5. I see weird times in the history. It appears to be hours off! What is up with that? The times listed there are SERVER time, not the time of your local computer. The server is running on UTC time for consistency, as it isn’t time zone based and never shifts for daylight savings time. Being that the server can be logged into by anyone, anywhere, in any time zone, the answer to keeping the time consistent is to run on UTC time. We only really worry about trying to display the correct times on the front for the guest users just browsing the website. If you are a website Administrator, we figure you can do the math to figure out the time (UTC to MST, subtract 7 hours). However, if math is not your thing, you can simply ask Google. Just type in your timezone to UTC (“MST to UTC”), and it will convert it.

6. Users are filling out the Contact us form and we are do not serve that area. Can it be reassigned to the correct site? If the website is on dotCMS, just shoot us and email and we can reassign the record to the correct website. You won’t be able to reassign it yourself, as you won’t have access to other offices websites. For us at USA with System Admin access, it’s very straightforward. If the office that the record belongs to is NOT on dotCMS, you will need to email the record manually to the correct office, or you can send it to operations and they can get it to the correct place.

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7. How do I delete content? Deleting is not common, and to make sure you are really, really, REALLY sure you want to delete something, it is buried and complicated to do so. The “state” of your content must be changed in a specific order and everything is “workflow” based in the system. So to delete:

a. Unpublish the Content. b. Archive the Content. c. Then… and only then… can you delete it.

90% of the time we don’t recommend deleting content, but Archiving it. To Archive content, select it in the list by putting a check mark next to it, then under “Available Workflow Actions” select “Unpublish”, then… once it is Unpublished, you can perform the same action of selecting it, and under “Available Workflow Actions” you can select “Archive”. Then, and only then, will you be able to select it and delete it.

8. I’d like to include documents in an Engagement Opportunity. You can… by relating a Local Web Repository to the engagement opportunity.

9. I can’t decide if I should use an Engagement, an Event, or a Program. What should I do?

a. Events have Dates. Because Events are date sensitive, they have a high priority in the system. If something is Date based, then it’s an Event. Events have their own menu and listing just for them.

b. Engagement Opportunities are for marketing. They don’t have much functionality… they are for promoting something with a call to action. SEND them to an event… or a program. It’s not designed to do much work.

c. Programs are Curriculum. That’s it. That’s all a program is. There is great confusion in the area offices that a program can be an event or a program can be a series of events. We believe it comes from the “show business” side of our culture where we say “We are running a program this month”. In this system that is not the case. You cannot put a date on a program, because a program is simply curriculum. It would be like putting a date on a textbook… it just doesn’t make sense. If what you are working with has a date… it’s an event. If you need to run a week long event that features a Program, then create an event and relate the program to it.

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For JA Personnel to do and verify when creating a site: To create a new site, have standing at the ready:

1. The company logo. 2. The AreaId 3. The email addresses they want notifications to go to for Contact Us, Volunteer

Requests, and Program Requests. 4. The GPS Coordinates. 5. Know what grades are Elementary, Middle, and High 6. Know what programs the site wants listed. 7. Their company giving levels. 8. Their typical event giving levels. 9. Know what the donate form is. Qgiv? Paypal? Snowball? Firstgiving? (currently Qgiv

and Paypal are supported) 10. Site “Numbers”. National or Local? If local, what are the numbers?

Data entry before creating site:

1. Enter the GPS Coordinates into the JA Area Office object with the matching Area Id. 2. Create new site, copying blackforest.ja.org. Deselect the templates and containers

checkbox. 3. You will be prompted to enter the Site parameters. Upload the image into logo field

and enter Area Id. 11. Create the site.

Remove the duplicate content from System_Host: Home Page About Page Donate page Donor page Programs Page (right bar) Educator page Volunteer page Associate the correct programs for the site by associating the programs to the Programs List object. Set up the social media objects by simply changing the url for each social media object. Unpublish those that are not needed. Create the Sponsors for the site. Make sure to select the appropriate checkboxes to determine if they are to be shown on the sponsor scrollbar, supporters page and in-kind partners page. Use logos with a transparent or white background. Know what giving levels the sponsors are to be displayed in, and create donations to match.

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Enter the appropriate people as JA Person objects and select leadership, staff, or board. If leadership or a board, make sure to enter a Tier number. Make sure to select a department! Delete the events that came over from Blackforest.ja.org then enter in 1 event from their existing site to give them an example. Relate that event to the Spotlight Section as the old one will be gone. Donations: Remove the donations to start clean. Blogs: Delete the blogs that were copied from blackforest.ja.org. After that, blogs will be handled on a case by case basis. Some will be manual entry. Annual Reports: PDF’s are allowed at this time. Flash is deprecated and will not be crossed over. Career Opportunities Highly recommend THEY enter the career opportunities. Set up their Donate Now page by altering the QGiv embed form. About Page: Set the FAQs parameters to correct information. Donor Page: Set the Guidestar Logos for the site… remove if not required. Educator: Set the map logo in the “How It Works” section. JA Central: create buttons for their central section.