COURT WEB ADMININSTRATOR USER GUIDE. COF Local Court Website Functionality

COURT WEB ADMININSTRATOR USER GUIDE COF Local Court Website Functionality User Guide Version 1.0 October 11, 2016 Catholic Order of Foresters Cou...
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COURT WEB ADMININSTRATOR USER GUIDE COF Local Court Website Functionality

User Guide Version 1.0

October 11, 2016

Catholic Order of Foresters

Court Web Administrator User Guide

Table of Contents Introduction ........................................................................................................................... 1 Navigating to the Court Website ................................................................................................... 2 Court Website Structure ............................................................................................................ 3 Home ................................................................................................................................ 3 About Us ............................................................................................................................ 4 Event Calendar ..................................................................................................................... 5 News ................................................................................................................................. 6 Contact Us .......................................................................................................................... 7 Managing the Home and About Us Pages ......................................................................................... 8 Managing News Stories .............................................................................................................11 Managing Events .....................................................................................................................14 Event Registration ...................................................................................................................19

Introduction This User Guide outlines how to update and maintain the Catholic Order of Foresters Court Websites hosted at www.catholicforester.org. It assumes:  

the person acting as the Court Web Administrator has been given access to update the website by Fraternal in the COF back-end system the person acting as the Court Web Administrator has successfully completed the registration process on the website, creating their personal account.

If you have any questions or need support, please contact the Fraternal Department at [email protected] or by calling (800) 552-0145 Monday-Friday 8am-4pm CT.

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Navigating to the Court Website To update Court pages, 1. Log in to the COF website at www.catholicforester.org 2. Click the Fraternal tab 3. Click “View My Court Pages”

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Court Website Structure Each Court website can have the following pages: Home, About Us, Event Calendar, News, and Contact Us.

Home The Home page has the following components: 1. Court Name – This is not editable. 2. Welcome Message – This can be edited by the Court Web Admin and an image can be added. 3. Call-out Bubble – This is maintained by the Home Office. Its content is the same for all Courts. The Home Office may update this content at any time. 4. Court Agent – This is not editable. It is maintained by the Home Office. 5. Court News – This automatically populates with the three most recent news stories posted by the Court Web Admin.

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About Us The About Us page has the following components: 1. About Us Message – This can be edited by the Court Web Admin and an image can be added. 2. Call-out Bubble – This is maintained by the Home Office. Its content is the same for all Courts. The Home Office may update this content at any time. 3. Court Officer List – This is not editable. It is maintained by the Home Office.

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Event Calendar The Event Calendar page has the following components: 1. Calendar – The Court Web Admin can create events for display on the calendar. Additionally, Courts can specify an Event Planner if they would like to allow another person to create Court events, but not edit other Court pages. Visitors can view the calendar in month, week or day formats and browse for events. In addition to events displaying on the calendar, they are also listed below the calendar for the time period shown. 2. Event Details - Clicking on an Event will bring visitors to the Event Details page, and if applicable, allow them to register and/or add the event to their personal calendar.

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News The News page has the following components: 1. News Feed – The Court Web Admin can publish news stories. News stories are listed with the most recent story appearing first. 2. News Stories – Clicking a story in the feed will bring visitors to the full story.

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Contact Us The Contact Us page has the following components: 1. Contact Us Form - Members and non-members can use this form to get in touch with the Court. By default, the email will be sent to the Court Web Admin. Contact the Fraternal Department if you would like someone else to receive web inquiries. 2. Home Office Contact Information – This is not editable. 3. Court Agent - This is not editable. It is maintained by the Home Office.

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Managing the Home and About Us Pages To update the Home and About Us pages: 1. Log in to the COF website. Navigate to the page you want to edit (Home or About Us). 2. Click “Begin Editing”.

3. To add an image, click “Update Court Image”.

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You may select one of the Public Images COF provides (these images will be updated regularly), an image you have previously uploaded for your Court, or Upload a New Image.

If you upload a new image, it must conform to the following standards:    

Image Image Image Image

size must be less than or equal to 500 kilobytes width must be less than or equal to 500 pixels format must be *.jpeg or *.jpg must not violate any copyrights or other applicable laws.

4. The message may be updated by clicking in the text. TIP: You can update the text formatting and add hyperlinks using the text tools above the text box. Formats – allows you to change the look of the text Insert  Insert/Edit Link – allows you to paste a URL and specify the text displayed. Insert  Insert/Edit Image – currently, this only allows you to insert additional images that have a URL, for instance http://www.freephotos.com/pictures/cross.jpg. If you choose to insert images using this method, it must not violate any copyrights or other applicable laws.

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5. To complete your updates, click “Finish Editing”. This will immediately publish that page. IMPORTANT NOTE: The page layout may look different to the Court Web Admins since they have additional buttons and web controls that may alter the layout of the page when logged in. To view the page as it will appear to other visitors, log out and revisit the page.

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Managing News Stories Court Web Admins can post announcements, stories, minutes, and other topics on the News page. TIP: If you would like to feature certain news stories on the Home page, you can insert a link to that story when editing the Home page. (See #4 in the section “Managing the Home and About Us Pages” above.)

To create a News Story: 1. Navigate to the News page. 2. Click “Add Story”.

3. Fill out the “Add a New News Story” form and click “Add Story”. a. Title – This will appear in the News Feed and the News Story. b. Abstract – This is a brief sentence highlighting a key point or summarizing the story. c. Body – Enter story details here. TIP: You can update the text formatting and add hyperlinks using the text tools above the text box. Formats – allows you to change the look of the text Insert  Insert/Edit Link – allows you to paste a URL and specify the text displayed. Insert  Insert/Edit Image – currently, this only allows you to insert additional images that have a URL, for instance http://www.freephotos.com/pictures/cross.jpg. If you choose to insert images using this method, it must not violate any copyrights or other applicable laws.

d. Date – This defaults to the current date, but may be changed. This date drives the order in which stories are listed in the News Feed (most recent first). e. News Image – This image is displayed in the News Feed and the News Story.

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4. The story is published immediately and can be found in the News Feed. 5. Clicking the News Title or “Read More” will open the story details.

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6. The story details are displayed. 7. Click “Edit Story” to update the title, abstract, body, date or image. 8. Click “Delete Story” to permanently remove the story. This action cannot be undone.

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Managing Events Court Web Admins can add events to the Court Calendar. Additionally, Courts can specify an Event Planner if they would like to allow another person to create Court events, but not edit other Court pages. To create a new Event: 1. Navigate to the Event Calendar page. 2. Click “Create Event”.

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3. Enter event details in the “Add New Event” form. a. Event Name – This describes the event. b. All Day – Select this option if there are no times associated with the event. If selected, the Start Time and End Time fields will be hidden. If it is a single day event, only specify a start date. If it is a multi-day event, specify both start and end dates. c. Start Date – This is the date the event starts. d. Start Time – If “All Day” was not selected, select the event start time. e. End Date – Specify an end date if there is a specific end time or if this is a multi-day event. f. End Time – This is the time the event ends. It is optional unless an end date is specified and the event is not all day. g. Event Location Name – This is the common name of the event site such as “Chicago Botanical Gardens”. h. Event Location Address – This is the physical address where the event will take place such as “123 Main Street, Chicago, IL 60615”. i. Cost to Attend Member – If a member must pay a fee to attend, specify the dollar amount here. Currently, payments are not accepted online. Specify any relevant payment details in the Event Description. j. Cost to Attend Non-Member - If a member must pay a fee to attend, specify the dollar amount here. Currently, payments are not accepted online. Specify any relevant payment details in the Event Description. k. Event Description – Specify all relevant event details here. TIP: You can update the text formatting and add hyperlinks using the text tools. Formats – allows you to change the look of the text Insert  Insert/Edit Link – allows you to paste a URL and specify the text displayed. Insert  Insert/Edit Image – currently, this only allows you to insert additional images that have a URL, for instance http://www.freephotos.com/pictures/cross.jpg. If you choose to use this method, it must not violate any copyrights or other applicable laws.

l. Event Type – Select the corresponding event type from the dropdown. This is used for Fraternal reporting and enables web visitors to search for specific types of events. m. Event Category - Select the corresponding event type from the dropdown. This is used for Fraternal reporting and enables web visitors to search for specific categories of events. n. Event Contact Name – This is the name of the person who is coordinating the event. o. Event Contact Email - This is the contact’s email address. It will be displayed on the event details page and will be in the email sent to event registrants. p. Event Contact Phone – This is the contact’s phone number. It will be displayed on the event details page and will be in the email sent to event registrants. q. Event Image – Optional image to be displayed on the event details page. r. Event Registration – Select this option to enable online registration. Visitors will be able to specify if they will attend, along with the number of additional guests they will bring. Court Web Admins and Event Planners can view online registrants. Version 1.0

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TIP: If you need specific information from an attendee such as T-shirt size and quantity, meal selection, etc. ask them to specify it in the registration “Questions/Comments” field.

s. Event Registration Deadline – If you specify “Event Registration” you must also specify a registration deadline. The deadline date cannot be later than the event start date. Once this date has passed, visitors will not be able to register online. 4. Click “Create” to publish the event.

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5. Clicking on an event brings up the Event Details. 6. Visitors may add the event to their calendar. If the event was configured for online registration, visitors may also indicate if they will be attending. See the “Event Registration” section of this document for more details. 7. Court Web Admins and Event Planners can view Registrations by clicking “View Event Attendees”. See the “Event Registration” section of this document for more details. 8. Click “Edit Event” to update any event details. 9. Click “Cancel Event” to cancel an event. This action cannot be undone.

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a. If no one has registered for the event, you can choose to: Cancel and leave on calendar – the event will remain on the calendar but be marked as “Canceled”. This is useful if the event has been posted for some time. This action cannot be undone. Cancel and delete from calendar – the event will be deleted from the calendar. This action cannot be undone.

b. If the event has registrants, the Court Web Admin will specify a message which will be emailed to all registrants. The event will remain on the calendar but be marked as “Canceled”. This action cannot be undone.

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Event Registration If a Court Web Admin or Event Planner has configured an event for online registration, members and non-members can register for events online. To register for an event: 1. Log in to the website and navigate to the Event Details page. 2. Click “Yes”, “No”, or “Maybe” to indicate your attendance preference.

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3. Fill out the Event Registration form. a. Some information will pre-populate. b. Enter your phone number so the Event Contact can get in touch if needed. c. Indicate the number of youth guests attending with you. d. Indicate the number of adult guests attending with you. e. Enter any questions or comments. The event planner may have requested specific information on the Event Details page so be sure to provide it if needed. 4. Click “Submit” to complete registration.

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5. The Event Details page now indicates the registration response. To change a response, click the appropriate button.

6. Registrants will receive an automated email with registration details.

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7. Court Web Admins and Event Planners can view the list of registrants by visiting the Event Details page and clicking “View Event Attendees”. a. The top portion of the report contains general event information. b. The bottom portion of the reports lists all registrant responses.

8. To print the report, right click and select “Print Preview…”. This report prints best in Landscape layout.

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