Manual

Create manual / manual page

Create a ‘Manual’

Steps

1. Navigate to the ‘Workbar’ and select the ‘Create’ icon (+)
   

   create icon

    

2. Select “Manual” under the “Content” heading
3. You will be directed to the ‘Create manual’ screen. 
4. Give your ‘Manual’ a title
5. To add text and other elements into the body of the page, click on ‘Start typing’ .
   

   create manual

    

6. To start adding manuals select ‘Add item’
7. Select from:
1.  ‘Create subheader’
2.  ‘Create new manual page’
3.  ‘Add existing manual page’
8. The navigation menu will appear, Double click to add title
9. Select whether the item is a:
1. ‘Subheader’
2. ‘Draft’
3. ‘Reviewed’
4. ‘Published’
5. ‘Unpublished’
10. To reorder the items click the two ’Drag handles’ on the left hand side of the item 
11. To view the order select the  ‘Show Order’ button 

 

 

Admin

Includes options for:

• Organising content
• Managing workflow
• Adding a featured image
• Attachments
• Revisions

View full guidance on admin

Configure

Includes options for:

• Links
• Tags
• Targeting,
• Promote
• Commenting options

View full guidance on configuration

Note:

Users are able to configure everything they can configure on the ‘Create page’ except the following options which are available to the user on the create manual page

• Manual reference
• Manual structure

*The two above options can also be configured once the manual page has been created.

 

Edit Manual

Edit a ‘Manual’

Steps

 

1. Navigate to the ‘Manual Page’. The user will be directed to the ‘Edit manual’ screen. From here, the user can complete the following actions:
2. Update page title
3. To update text, click on the existing body text entered . 

On the right of the screen is the drawer, click ‘EXPAND ALL’ to:

1. Update  ‘Owner*’ of the page by either:
   1. Typing in the owners name 
   2. If you are the owner then select ‘MAKE ME THE OWNER’

1. ‘Organise’ where your page will be displayed on the screen. Start typing to search and select a location
2. Update ‘Summary’

• The summary text will appear in widgets and improve search results

1. Add a ‘Featured  image’ 
2. ‘Attach files’
3. Select the ‘Workflow*’ state from one of the following options

• ‘Draft’
• ‘Needs review’
• ‘Reviewed’ 
• ‘Published’

 

1. Schedule publishing:

• ‘Immediately’
• ‘In the future’

 

1. You can also leave a comment to assist other members in your publishing team. 
2. Add a ‘Review date*’ and time for when the page will need to be reviewed 
3. From ‘Revision log’ select the type of revision for the changes you’ve made:

• None 
• Major 
• Minor

1. Add a ‘Revision comment’ (Your comment will be published). Select ‘View Revision History’ to see previous revisions 

Locate the ‘Configuration’ option located at the bottom of the screen to access:

1. Configuration
2. Select ‘SAVE’ to save your changes
3. The following options which are available:

• Manual reference
• Manual structure

 

Templates

View all existing templates  in one place

Steps

• Navigate to the ‘Workbar’ and select the cog icon (‘Administration’ settings)
• Select ‘Templates’ and then select the the tab for the content type that you require
• From this page you can:
• View existing templates 
• Search for an existing template 
• Add a template

 

 

 

Add template

Summary

Create templates for:

• Gallery
• List
• Manual
• Manual page
• Multimedia
• News
• Page
• Policy
• Site section
• Webform

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (‘Administration’ settings)
2. Select ‘Templates’ and then the tab for the content type that you require
3. Select ‘ADD TEMPLATE’
4. Add ‘Title *’ for the new template 
5. Add ‘Description’ about why this template is being created
6. ‘SAVE’

Operations

Search for existing templates using the “Search” functionality available

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (‘Administration’ settings)
2. Select ‘Templates’ and then the tab for the content type that you would like to create a new template for 
3. Add / select the following details:
4. Add a ‘search’ term
5. Select  ‘Type:’

• All
• Normal 
• Default 
• Overwritten 

1. Select whether the template you are searching for is ‘Enabled’:

• All
• Enabled 
• Disabled 

 

1. ‘Sort by’:

• Enabled, title 
• Title 
• Type
• Created date 
• Update date 

 

1. Select ‘Order’:

• Up 
• Down

View Manual

Be able to view a ‘Manual’

Steps

1. Navigate to a ‘Manual‘ that you would like to view
2. Select the ‘Manual‘
3. Select ‘+ Create Manual Page’ to create a new ‘Manual’
4. Select the ‘Overflow’ menu located in the top right corner (‘Three dots’) in order to:
1. ‘Edit’ – You will be able to ‘Edit’ the content if you are the ‘Author’
2. ‘Clone’
3. ‘Delete’ – You will be able to ‘Delete’ the content if you are the ‘Author’ or ‘Admin’
4. ‘Revisions’
5. ‘Workflow’

1. Located at the top of the content underneath the title of the ‘Manual‘ you will be able to:
   1. View the ‘Author‘
      1. Select the ‘Author’s’ name to be redirected to the ‘Author’s’ profile screen
   2. View the ‘Published‘ date
   3. Be able to ‘Save‘ the content
   4. Be able to ‘Like‘ the content and see who else has ‘Liked’ it
   5. Be able to ‘Comment‘ on the content and view existing ‘Comments’
   6. Be able to view any ‘Attached‘ items to the ‘Content’
2. The ‘Manual Navigation Menu’ (List) will appear below the ‘Body/Description’
3. Any ‘Tags‘ related to the content will be located underneath
4. To ‘Comment’ on the ‘Content‘:
   1. Select ‘Add a comment here‘ underneath the ‘Comments‘ heading

Add manual page

View the created ‘Manual’ / ‘Manual Page’

Steps

1. Navigate to the ‘Manual Page’.  Here you will be presented with the following options:
2. Select ‘ADD MANUAL PAGE’ and you will be directed to the ‘Create Manual Page’ screen.

 

View full video demo