This article is a collection of useful notes for helping those updating the surgery website. If things are incorrect, or there are additional things you have discovered which should be included, please do edit the article and update it!
Having logged in as an administrator, you should now be able to do the following.
- Edit current articles.
- Add new news articles. These appear on the front page of the website under the title "Latest News from the Practice".
- Add new leaflets. These appear on the leaflets page.
- Add new notices to the noticeboard.
- Create an emergency banner.
If you are working on the test site, having made your changes you should see an immediate effect. Please note, however, that if you are working on the live site, there is a cache in operation. This is to improve the response for the user given that changes are not made that often. However, it does mean it may take a while for any changes you make to take effect. If you need to speed things up, ask Jonathan to clear the cache for you.
Items only appear on the website when they have been published. This can be controlled by setting the start/finish published dates but also by setting an article as published/unpublished. The quickest way to remove an article, or anything else, is to edit it and simply set it as unpublished. Unpublished articles can be republished at a later date. However, if you are sure you have no more use for an article, it can also be trashed, in which case it is deleted entirely.
Please be aware that, when you are logged in as administrator, unpublished articles will still appear on your screen. This is to enable you to republish them, if you wish. However, if you log out from being administrator, you will find that such articles no longer appear.
Most of the information on the website is contained in articles of one sort or another. These usually appear in the centre of the webpage with the text on a green background. Once you are logged on as an administrator, you will see an additional icon at the head of each article (alongside the print and email icons) which, when clicked on, will allow you to edit that particular article. Once you have made your changes, click on the Save button and the webpage will be updated.
Note that some material on the website is handled differently (eg. some of the boxes around the edges of the screen or the menus). These can't be edited by this method and you will need to ask Jonathan if any changes need to be made.
News articles appear on the front page of the website and contain more transient information about the practice. They appear in the order they were created. For the moment, if you need to change the order then ask Jonathan.
Unless they are short (eg. one paragraph), the articles usually appear as an opening paragraph followed by a "Read more" link. Clicking on the link brings up the complete article. Instructions on how to add the "Read more" link are in the help box on the "Create News Item" page.
Because of their transient nature, news articles should not be left on the site indefintely. The easiest way to ensure this is to set a "Finish Publishing" date before saving the article (eg. three months hence). It will then automatically disappear on that date. You can also set a "Start Publishing" date if you want to prepare something in advance.
The practice newsletter is a good example of a selection of news items and, as such, should be added to the website by creating a number of news items, one for each article in the newsletter.
These appear on the Information/Leaflets page and are copies of the physical leaflets available in the practice. There are further helpful notes on the "Create Leaflet" page.
These appear on the Information/Noticeboard page and are copies of things that might appear on the noticeboard in the practice. There are further helpful notes on the "Create Notice" page.
A banner is used for an emergency message, or other important item, which then appears near the top of every page on the website. It could be used, for example, in snowy weather or to announce an interrupted service because of a training day, or whatever.
Unfortunately, there is no way of creating a banner from the front end (ie. the user end) of the website. Instead, you will need to log into the administrative panel. This is done by bringing up the page http://admin.islipsurgery.org.uk/. You will then be able to log in with your username and password.
Once logged in, you will need to go to the Banner Manager by choosing from the menu Components/Banners/Banners. There you will find a list of previous banners, including one that already has the title "Emergency Message". You can then modify this and publish it, as outlined below.
- Click on "Emergency Message" to modify it, or create a new banner by clicking the New button at the top, as appropriate.
- There is no helpful editor here and you have to use html tags to format what you write. If you are editing the Emergency Message, there are some helpful comments in the Description box. It is suggested you do something like this …
The "h" stands for header and can be anything from h1 to h6. The "p" stands for paragraph.
You can also highlight things with ...
<b>This is bold</b>
<em>This is italics</em>
If you want to change colour ...
<h2 style="color:red">Header in red</h2>
<p style="color:red">Text in red</p>
- If required, set a Start and Finish Publishing date
- Click on "Save & Close" to save your changes; click on "Close" to abandon them.
- You will now be returned to the Banner Manager screen. If need be, click on the red circle under the Status column for your message. It will then change to a green tick. This toggles between items being Published and Unpublished.