CMS TRAINING CHECKLIST

Intro

How to log into the CMS (where and what credentials)

File structure and how sites are organized

The difference between Staging/Test/Production

Creating Pages

How to create pages/website sections

Naming conventions

Side-nav (how to link and that it can be auto-populated)

Adding Content to a Page

How to check a page out

Adding text to page, talk about headers and why they’re important

Snippet options are and what each one does

Where images need to be uploaded, image size standards, what happens when you don’t use a snippet, images need descriptions and a good image won’t include text

Documents folder

Linking things, dependency tags, how to write good links (don’t write “click here”, opening in a new window vs the same window

How to edit an existing page

How to save/submit for approval/publish

Metadata and SEO

Metadata and how to fill it out and why you fill it out

For Full-Site Content Editors

Widgets for homepage

Questions

How to access the CMS user guide

Questions Time!

�1

Where to log in?

Staging/Test/Production

Staging is the view for editing pages Test is the view where you will upload any images/documents you would like to test on a test site Production is the view for images and documents that will be live on your site

College

College

File Structure CMSThe initial layer of files is how you acess your pages,

your images, and your widgets

YourCollege

Folders of

website sections

Pages(.pcf files)

Images

Widgets

Your College

Folders of

website sections

Your College

Folders of

website sections

How to create a new page

Naming Conventions

-Nocapitalletters,dashesareonlycharacters

Side Navigation

Thisiswhatyourside-navpagewilllooklike,eachbulletpointisaside-navlink

Examples of h3 and h4 (h1 and h2 are default on the page, you will never use them)

heading 2 (automatically created on page)

Example of heading 3

Example of heading 4

Snippets and WYSIWYG Editor

Images always go in “Images” folder. The root is in the home menu. After clicking images, go to your site’s folder and you can either upload or drag and drop images here

Much like images, documents go in their own folder. The only difference with the documents folder is it is within your site's folder

After you've created and saved your document you can either publish it live on the internet, to a test site, or submit to your content manager

720px

405px

100px100px

Large

Medium

Small

320px

213px

IMAGES IN CONTENT

660px

371px

371px

1000px

Small

Large (full-width of content area)

HOMEPAGE ROTATOR / IMAGE

172px

115px

News(wide)News

(small)

Feature Story320px

213px

IMAGES IN WIDGETS

100px100px

CMS - IMAGE DIMENSIONS

Publish target should be “production” unless you want to test it first, then you would select “Test”

The metadata is on the “properties” tab of a page, you must have the page checked out to view it. Once it is checked out select “parameters” on the left and you can then edit your metadata