Transcript http://www.cardinalglennon.com MS SharePoint User Manual Sections SLIDE # 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. Logging In Site Actions Site Content Uploading Images Creating Generic Web Page Creating Links About Us Recent News Ask Dr.

http://www.cardinalglennon.com
MS SharePoint User Manual
1
Sections
SLIDE #
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
Logging In
Site Actions
Site Content
Uploading Images
Creating Generic Web Page
Creating Links
About Us
Recent News
Ask Dr. Bob
Medical Specialties
Medical Specialties Patient Stories
Physician Profiles
Linking to a Physician Profile
Online Web Forms/Lists
Customer Support / Assistance
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4
5
7
11
25
31
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2
Logging In
1.
2.
3.
Go to:
http://www.cardinalglennon.com
In the url location, append the
web address with “?login”
Suppy your AD credentials:
1.
2.
ID: ds\jsmith
Password: youradpassword
3
Site Actions
• Once you login you
will see a blue button
in the top left labeled
“Site Actions”
• From here you have
options to edit or
manage your site
• The options you will
most frequently use
are:
– Edit Page
– Create Page
– View All Site Content
4
View All Site Content
Sub sites
Document
Libraries
Lists
•About Us
•Ask Dr. Bob
•Medical
Specialties
•News
•Physicians
•Pages
•Documents
•Advocacy Form
(TBD)
•Order Flyers
•SuperKids signup
•Volunteer
Application
•World
Championship
Nominations
– e.g. MS Word
Docs or PDFs
•Images
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Http://www.cardinalglennon.com
(Site Collection)
PAGES
IMAGES
(Publishing Images)
ASK DR. BOB
(sub site)
ABOUT US
(sub site)
SITE COLLECTION DOCUMENTS
NEWS
(sub site)
MEDICAL
SPECIALTIES
(sub site)
PHYSICIAN RELATIONS ORDER
FLYERS
(online form)
PHYSICIANS
(sub site)
PAGES
SITE COLLECTION IMAGES
Patient Stories
STL SUPERKIDS SIGN UP
(online form)
VOLUNTEERS
(online form)
ADVOCACY?
(online form)
6
Uploading Images / Files
for Generic Web Pages
• Go to the home page.
• Click the Site Actions
button and select
“View All Site
Content”
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Uploading Images / Files for Generic Web Pages
•
•
You can upload images into any of the
Document Libraries…
Recommendation:
– Site Collection Images
• Purple banners for the web page title
•
•
You can upload PDFs, Word,
etc. in the Document Libraries as
well.
Recommendation:
– Documents or Document Library
– Images
• All other images
8
Uploading Images / Files for Generic Web Pages
• To upload a banner that
you will use for the title of
a generic web page:
– Click on “Site Collection
Images”
– Then click on the “Banners”
folder
– Click on the Upload button.
• You can upload one file at
a time, or multiple files
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Uploading Images / Files for Generic Web Pages
• Browse for
the image
you want to
upload and
click OK
button
• You will receive
confirmation that the
file was uploaded…
You can click OK to
check it in.
– You can provide optional
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info as well.
Create a generic web page
• Go to the home page
– www.cardinalglennon.
com
• Click on the Site
Actions button in the
top left and select
“Create Page”
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Create a generic web page
• Type your Title
• Description is optional
• Url name will populate
automatically (this is the
file name of the web
page)
• Select your Page Layout.
– “Top Banner with Rich Text
Editor”
• Click the “Create” button
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Create a generic web page
• Standard web pages
on the site use a
banner graphic for the
page title.
• Click on “Edit Picture”
or “Click to add a new
picture” to upload
your banner graphic
that was created
using Photoshop.
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Create a generic web page
• Click the browse
button.
• Since the banner
we uploaded is in
the “Site Collection
Images” folder, click
the icon for it on the
left.
• Browse through the
Banner Folder until
you find the image.
– Select the image
and click OK
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Create a generic web page
• Type text in
the Alternate
Text field…
– This provides
a description
of the image
for visually
impaired.
• Leave the
other settings
alone and
click OK.
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Create a generic web page
• To Add the content for
the web page:
– Click on “Edit Content”
or click on the Page
Content area.
• The toolbar will appear
• Begin typing, or
• Paste text in from MS
Word, Note pad, etc.
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Create a generic web page
• To Add the content for
the web page:
– Click on “Edit Content”
or click on the Page
Content area.
• The toolbar will appear
• Begin typing, or
• Paste text in from MS
Word, Note pad, etc.
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Create a generic web page
• For help with
the toolbar
functions,
click the
Question
mark in the
top right
corner of the
toolbar
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Create a generic web page
• Table creation is
slightly better
than our last
generation CMS.
– Improved wyswig
for inserting rows
and columns and
merging rows and
columns
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Create a generic web page
• Missing ability to set
cell colors
– Work around is to
create a table in MS
Word, then copy and
paste it
• Missing ability to
align table in the
flow of the text
– Can only accomplish
this by going into the
HTML code and
adding “<table
align=“left”>”
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Create a generic web page
•
To Add an image within the Page Content:
1. Place your cursor where you would like the image to be placed.
2. Click on the Image icon in the tool bar. Then browse for the
image.
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Create a generic web page
•
To Add an image within the Page Content:
3.
You can either select an image or Upload a new image.
•
•
Uploading is similar to the process as outlined for the banner upload
beginning on Slide 6.
Most images for the Page Content are stored in the “Images” Document
Library while the banners are stored in the Banners folder of the “Site
Collection Images” Document Library.
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Create a generic web page
•
To Add an image within
the Page Content:
4.
5.
Type in the description
for the Alternate Text
If you wish for the
image to be placed in
the flow of the text
(i.e., text wrapping
around the image)
select:
1.
2.
3.
6.
The Alignment
Horizontal spacing
(padding around the
image left and right)
Vertical spacing
(padding around the
image left and right)
Click OK
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Create a generic web page
•
To save the web page as a draft so you can view it before publishing,
click:
–
•
•
•
Page >> Save
Select “Check In” if you want to let others see the draft.
Click the Publish button if you want the whole world to see it!
Approval workflow is currently turned off so “Submit for Approval” is
rendered useless right now.
–
We can turn it on if you prefer… but it is a lot of emails to the Approver…
and if you are the Approver, you have to approve your own work too!
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Creating Links in the Page Content
•
There are 2 types of linking that can be
accomplished in the Page Content:
1. Linking to other pages on the web site or external
sites
– There are 2 methods
1. Browse and select the page
2. Copy and paste the url of the page
2. Linking to anchors within the same page or on
other pages of the site
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Creating Links in the Page Content
•
Option 1:Linking to
other pages on the web
site or external sites
–
Method 1: Browse and
select the page
–
–
–
–
–
STEP 1. Highlight the
text you want to link
STEP 2. Click the link
icon in the tool bar
STEP 3. Click
“Browse…”
STEP 4. Find your
web page or file
STEP 5. Click OK and
then OK again
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Creating Links in the Page Content
•
Option 1:Linking to
other pages on the web
site or external sites
–
Method 2: Copy and
paste the url of the page
–
–
–
–
–
STEP 1. In a separate
browser window, find
the web site you want
to link to and copy the
URL
STEP 2. Highlight the
text you want to link
STEP 3. Click the link
icon in the tool bar
STEP 4. Place your
cursor in the Selected
URL field and paste
(Ctrl+V)
STEP 5. Click OK
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Creating Links in the Page Content
•
Option 2: Linking to anchors
within the same page or on
other pages of the site
–
Example: Let’s say I want
to link “Styles” at the bottom
of the page so that when
you click it, it jumps to the
top of the page where it
describes the Styles tool.
–
–
–
STEP 1. Place your cursor
right at the point where you
want the link to jump to…
STEP 2. Click the link icon
in the tool bar
STEP 3. Type “styles” in
the Bookmark Name field
and then Click OK.
– Notice that there is
now a little anchor
icon.
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Creating Links in the Page Content
– STEP 4. Go
back to the
bottom of the
page and
highlight the
text that you
want to link.
– STEP 5. Click
the link icon.
– STEP 6. In
the Selected
URL field, type
“#styles”
– STEP 7. Click
OK
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Creating and/or Editing a Generic Web Page
in the About Us Sub Site
• About Us was created as its
own subsite since much of the
content is not inter linked with
the other areas of the site. It
was thought it would be easier
for organization purposes
• Creating or editing a web page
in the About Us sub site is
exactly the same as if you
were doing it on the top level
site.
– EXCEPT
• You just need to make sure
you are on the About Us sub
site and not on the Top Level
site.
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Creating and/or Editing a Generic Web Page
in the About Us Sub Site
• Step 1: Go to the About
Us page
• Step 2: If you are logged
in, you should see the
Site Action button. Click
this button to:
– Create a new page under
About Us
– View All Site Content under
the About Us.
– EXCEPT
• You just need to make
sure you are on the About
Us sub site and not on the
Top Level site.
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Creating a Recent News Article
• News is in its own sub site.
Therefore, to create a News
article that dynamically
populates the Recent News
page, you must create the
News Article on the News sub
site.
• Step 1: Go to the Recent
News page
• Step 2: If you are logged in,
you should see the Site Action
button. Click “Create Page” to
create a new news article.
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Creating a Recent News Article
•
Type the Title of the News Article
– The URL Name will be generated automatically
•
•
Select the Page Layout called “News Article page with image on left”
Click the “Create Button”
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Creating a Recent News Article
•
The Page Image is the image that appears when the Article is open.
–
–
•
•
•
•
The Page Image is optional
A rule of thumb would be that the image should not be more than 300 pixels wide since the Page content is going to wrap around
it.
The Image Caption is optional as well… obviously if you don’t add a Page Image, you don’t need a caption
Article Date is the date that is displayed… It signifies the date the article is published. The Recent News page
lists articles by this date in descending order.
Byline is optional…
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Page Content is just like the Page Content in a Generic web page. You can add links, tables, pictures, etc.
Creating a Recent News Article
• Text placed in the Description field
is what appears under the News
Headline on the Recent News page.
• The Rollup Image is the thumbnail
picture that appears to the left of a
News Article on the Recent News
page.
– The dimensions of the Rollup Image
is 64 pixels wide by 66 pixels high.
– If you do not have a picture for the
article, you should use the red
Cardinal Glennon sun thumbnail.
• Click on Edit Picture
• Click on Current Site Images (this
will ensure that you are looking for
images on the News sub site)
• Open the RollUpDefault folder
• Select the “news_thumb2.jpg”
• Click OK
• Add text to the Alternate Text field
and Click OK
• Save, Check-in or Publish the News
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Article when complete.
Creating an Ask Dr. Bob Article
• Ask Dr. Bob is in its own sub
site. Therefore, to create an
Ask Dr. Bob article that
dynamically populates the Ask
Dr. Bob page, you must create
the article on the Ask Dr. Bob
sub site.
• Step 1: Go to the Ask Dr. Bob
page.
• Step 2: If you are logged in,
you should see the Site Action
button. Click “Create Page” to
create a Ask Dr. Bob article.
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Creating an Ask Dr. Bob Article
•
Type the Title of the Ask Dr. Bob Article
– The URL Name will be generated automatically
•
•
Select the Page Layout called “AskDrBob”
Click the “Create Button”
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Creating an Ask Dr. Bob Article
• Once the page is created, populating the page is exactly
like populating a generic web page.
• The only difference is that there is an Article Date field.
This field is key for displaying the Ask Dr. Bob articles in
descending order on the main Ask Dr. Bob page.
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Medical Specialties
• The Medical Specialty
area is a sub site.
• Every Medical Specialty
within the Medical
Specialty area is its own
sib site as well.
• You do not have the
ability to create new sub
sites… IHT Apps Dev will
have to do this for you.
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Medical Specialties
• You do have access to
edit the home pages of
the various Medical
Specialty sub sites.
• On the main Medical
Specialty page, click the
link of the specialty you
would like to edit.
• On the Site Actions
button, click Edit Page
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Medical Specialties
•
•
The Title field is the key for how the Medical
Specialty is categorized on the main Medical
Specialty page
Like the News Article page layout, the
Medical Specialty has a Page Image and
Image caption.
–
•
•
The recommended width of the image is no
more that 300 pixels wide.
The Page Content section is just like the rich
text sections in all the other page layouts.
The Summary Links section is unique to the
Medical Specialties.
–
–
–
–
You can create links to other areas of the web
site.
The links are automatically formatted to have
the arrow graphic and the font style
This section usually links to relevant Patient
Stories… a key feature of the Medical
Specialty sub site
To create a link:
•
•
–
Click “New Link”
Either browse for the page within the web site
collection, or paste the web address.
Click on “Reorder” to modify the order in
which the links appear in this section
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Medical Specialties: Patient Stories
•
•
To edit an existing Patient Story, open the story and choose “Edit Page” under the Site Action
button.
Creating a Patient Story is almost identical to creating a News article except for the location of
where it resides. To create a new Patient Story:
1.
2.
3.
4.
Go to the Medical Specialty you would like the Patient Story to be tied to.
Click on the Site Action button and select “Create Page”
Type the Title of the Patient Story in the Title field.
Click the Create button
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Medical Specialties: Patient Stories
5. Just like the News
section, add a Page
Image and Caption…
•
This is optional but
recommended
6. Edit the Page
Content in the same
fashion as all other
web pages.
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Medical Specialties: Patient Stories
7.
Article Date is the key for
sorting Patient Stories in
descending order
8. Description is the text that
appears under the Title.
9. Rollup image is the
thumbnail picture that is
displayed next to the title and
description. The dimensions
of this picture should be 64
pixels wide by 66 pixels high.
10. Save, Check In, or Publish to
complete the Patient Story
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Creating or Editing Physician Profiles
• The Physician
content is in its own
sub site.
• To create or edit an
existing physician,
go to the Cardinal
Glennon Specialist
Page.
• Under Site Actions
button, select “View
All Site Content”
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Creating or Editing Physician Profiles
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Creating or Editing Physician Profiles
• To edit an
existing doctor,
click on the
doctors name
and then click
“Edit Item”
• To create a new
doctor, click on
the new button
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Creating or Editing Physician Profiles
• Full Name is not
automated…
– Standard format
is “Last, First
Degree”
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Creating or Editing Physician Profiles
• Specialty, Board
Certified,
Education and
Comments are
Rich Text or
Enhanced Rich
Text fields.
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Creating or Editing Physician Profiles
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Creating or Editing Physician Profiles
• To get the Physician
Photo web address
• Open a new
browser window
• Go to Site Actions
>>> View All Site
Content
• Click on Photos
• Browse for the
doctors Photo
52
Creating or Editing Physician Profiles
• Click on the
Physician Picture
file
• Copy the web
address
• Go to the other
browser window
that has the
physician profile
open and paste into
the Picture URL
field
• Click “OK” to save.
53
Linking to a Physician Profile
• Many pages in the
web site have links to
the Physician Profiles.
• There are 2 ways to
link to a specific
physician
– Method 1: Browse for
the physician
– Method 2: Copy and
paste the web address
of there profile
54
Linking to a Physician Profile
• Click the folder/arrow
icon to move up to the
top of the site
collection
• Select the
Physicians sub site
55
Linking to a Physician Profile
• Select the
physicians list.
• Select the Physician
• Click OK and OK
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Online Web Forms/Lists
• There are a few online web forms that have
been migrated to the Share Point Site
– Advocacy*
• Although this has been migrated, we are still using the old
form. We are keeping it linked to its current database since it
requires HTTPS access
–
–
–
–
Physician Relations Order Flyer Form
Stl SuperKids Sign up form
Volunteer
World Championship (coming soon)
57
Online Web Forms/Lists
– To view these Forms/Lists
• Go to the Cardinal
Glennon home page.
• Click on the Site Actions
button
• Click “View All Site
Content”
• They appear under the
Lists category
– We are in the process of
fine tuning the alerting for
when a new form has been
submitted.
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For Assistance
• I am more than happy
to help…
– So are the other
members of IHT
Application
Development
• Please use the new
e-Help system. The
link is on your Intranet
Home Page
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