Basic Functionality
Note: This is the print view with all the Reference Manual pages on one page. The paginated version is available here, if you prefer that.
1. Logging in
To access the full site and be able to add your own content, you need to log in:
- Click the
Log inlink (bottom of menu) - Provide your log-in details
- Click the
Log inbutton
You are now logged in, notice how some new options have been added in the bar where you found the log-in link earlier.
2. Editing content
When you are inside a content item that you can edit, you get a green border around the content.
Along the top of the content you will see several tabs: View, Edit, Properties and Sharing.
The most interesting one of these to you is the Edit tab, which is where you can change the information contained in any content item — Projects, Project Reports, etc.
If you don't see the green border, you do not have editing permissions. In general, you can't edit things that you don't own or aren't given permission to edit explicitly via groups or sharing privileges.
3. Adding new content
To add content, you need to have the permission to do so. This is indicated by the green border showing up in a location where you have the correct permissions
On the bar along the top of the content item, there will be a pulldown menu that says Add item. If you click this, you will get a list of content items that you can add in that particular location.
If you don't get this pull-down menu, it means that you don't have the permissions to add anything in that particular location.
4. Locating content
- Locating your own content
- The easiest way to find content that you have authored is to click your name (or the "My Details" link) in the bar at the top of the page. This will take you to a page that lists all the content you have put into the system.
- Use the site-wide search field
- This will pop down a live listing that is updated as you start writing. When you see the content you are interested in, you can simply click the content item, or use the up/down arrows on your keyboard to navigate to it, then press return to go to the item.
- Use the advanced search
- If you need to specify thing more precisely — let's say you're looking for all images that have been added after a certain date — you can use the advanced search form. A link to this form will show up when you start writing your search terms in the site-wise search field. Click it or use the up/down arrows to navigate to it. You will then be able to specify a number of search criteria.
5. Updating your personal information and picture
- Click the
Preferenceslink in the personal bar - Click the "Personal Preferences' link
- Update whatever information needs to be changed
- Click
Save
6. Submitting content for approval
As a normal user, you usually don't have the permissions to publish content without approval. The way it works is:
- You work on your content until it is completed
- You submit your content for approval by a reviewer
- The reviewer approves your content for publishing, or sends back your content for more editing
Submitting a content item for approval is very easy: All you have to do is to pull down the menu called State, and select the menu item called Submit for approval.
Your item will then transition to a state called Pending, and you may be notified of any changes to it by e-mail - depending on how the system is set up.
7. About the color coding
- Blue
- Public. Visible on the public web site to everybody.
- Green
- Visible internally. Only people that have a user account and are currently logged in can see this content.
- Red
- Private. Only the Author of the item and the Site Management can see these.