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JESSIE MCPHERSON PRIVATE HOSPITAL

Website Documentation Technical Administrator User Manual Dinesh Rudra 1/29/2011

This document provides guidance to anyone who is assigned to manage overall site administration on the Jessie McPherson Private Hospital website


Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Table of Contents Introduction ...................................................................................................................................... 1 Who is this user manual for? ......................................................................................................... 1 What is covered in this manual? .................................................................................................... 1 About the Jessie McPherson Private Hospital Website....................................................................... 2 Common tasks................................................................................................................................... 4 Logging into the Website Administration site................................................................................. 4 The Dashboard .......................................................................................................................... 5 Getting to know the navigation panel ............................................................................................ 6 Managing the appearance of the site ............................................................................................. 7 Cascading Style Sheets ............................................................................................................... 7 The revolving images slideshow on the homepage ................................................................... 14 Managing site widgets ............................................................................................................. 17 Managing users ........................................................................................................................... 27 Adding a new user ................................................................................................................... 27 Deleting an existing user ......................................................................................................... 29 Maintenance of the site ............................................................................................................... 30 Keeping things up to date ........................................................................................................ 30 Backing up the site................................................................................................................... 31 Logging out.................................................................................................................................. 33

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Content Manager User Manual Introduction Who is this user manual for? This user manual is for users who are assigned the task of managing the technical administration of the site.

What is covered in this manual? This manual covers information on how you can:     

Managing plugins and widgets Managing backups and updates Managing the Cascading Style Sheet files and header images Managing site navigation and site hierarchy Managing user administration

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

About the Jessie McPherson Private Hospital Website The Jessie McPherson website is built using a WordPress engine. All the content you see on the website (front end) is managed through an administration site (back end).

As a technical administrator you will have full control over the back-end (including appearance, settings, widgets, plugins, posts, pages, users, etc.). The website runs on a Wordpress engine. Functionality of the website is dependent on the plugins installed as well as the framework used.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Common tasks Logging into the Website Administration site 1. Open your browser and browse to the following page: http://jessiemcpherson.org/wp-admin 2. You will see a login page which will ask you for your username and password. Enter your login details and click on the ‘Log In’ button.

3. If you have forgotten your password, click on the ‘Lost your password’ link at the bottom of the page and you will be provided with a new password (which will be sent to you at the email address that was used when you were first registered).

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

The Dashboard

Once you have successfully logged in, you will see the Dashboard.

On the left panel, you will see a number of navigation links/sections:     

Posts Pages Events Contact Gallery

You will have to access these sections in order to manage the content of the site.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Getting to know the navigation panel Link

Description

Posts

Posts are used specifically for Specialist Directory profile pages. Media Not used for this website Links Not used for this website Pages All the pages of the site are managed through this subsection Comments Not used for this website Events Used to manage maternity bookings (Refer to Maternity Booking Administrator User Manual) Genesis Manages the framework of the site Appearance Used to control the appearance of the site through themes (not used), widgets, menus (not used) and an editor to edit back-end files including CSS files. Plugins A control panel to manage all plugins installed for this website Users An administrative panel to manage the users of the back-end Tools Not used for this website Settings To manage general settings of the site Contact To manage all forms Backup Buddy Used to save backups of the site CKEditor Control panel for the editor Gallery Used to manage and implement image galleries on the site For the purpose of this manual, only the features used for the website will be covered.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Managing the appearance of the site Cascading Style Sheets The look and feel of the site is managed through a Cascading Style Sheet (CSS) file. This file is stored on the server and can be accessed through the back end. Any changes to this file may affect the look and feel of the entire site. To edit the style sheet: 1. Click on the small arrow on the right of the word ‘Appearance’ on the left hand panel. 2. In the list that appears below, click ‘Editor’.

3. The Edit Themes page will appear. You can use this page to edit the CSS file (style.css) or any other template file. To learn more about CSS stylesheets, click here. 4. Always remember to comment any changes that you make on the stylesheet. To comment, use the /* and */ symbols. For example: /* This change was made by Gerard Richardson on 24/12/2010. Changed the font colour so that it matched the rest of the theme*/

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Adding a header image for a new page using the CSS stylesheet When a new page is created, the CSS stylesheet will have to be appended with a line to ensure that a header image is set for that page. The following are all the header images that are available for pages and sections on the site. Guidelines for header images a. If the new page is created as a child of an existing page, use the same header image as the parent. b. If the new page stands alone, or is a new top-level page on the navigation bar, find a header image from the following images that suits the page the best. Next follow these steps in order to set up the header image for a new page. 1. Once the new page has been created. Find out what the page_id is. To do this, click on ‘Pages’ on the left hand panel. 2. Find and click on the title of the page that was just created.

3. The page editor will appear on your browser. Take a look at the URL (address) of the page.

4. Find out the page ID by looking at the number written after the phrase ‘post=”. In the example above, the page ID is 1169. 5. Now, click on the ‘Editor’ link under ‘Appearance’ on the left hand panel. 6. Scroll down to the very bottom of the file. Add a comment to state that you are adding a new page in the CSS file. /* Date: 23/03/2011 Adding a new page entitled ‘Save the Dolphins Jaime Greenup */ 8


Jessie McPherson Private Hospital Website User Manual – Technical Administrator

7. Add the following line below. .page-id-1169 #inner { background: url(images/bnr_patients.jpg) no-repeat; } Notice the phrases in blue? These are the elements that you would need to modify according to the page ID you determined in step 4, as well as the name of the banner file that you want to use. To get the name of the file, refer to the images in the following pages. 8. Click on the ‘Update File’ button at the bottom of the screen. The new page will now display the chosen header image on top of the page.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Header images used throughout the site

bnr_serv_neuro

bnr_serv_vascular

bnr_search

bnr_book_maternity

bnr_aboutus

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

bnr_careers

bnr_serv_gastro

bnr_serv_gaynae

bnr_aboutus_service s

bnr_search_specialist

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

bnr_aboutus_goto

bnr_serv_maternity

bnr_healthpro

bnr_serv_cardio

bnr_patients

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

bnr_patients_service s

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

The revolving images slideshow on the homepage

To change the images for the revolving slideshow on the homepage do the following:

1. Click on the link ‘Plugins’ on the left hand panel of the dashboard.

2. In the list of links that appear below it. Click on ‘WP-Cycle’. 3. The WP-Cycle Images will then appear on your browser.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

4. To add a new image, click on the ‘Browse’ button, select the file you wish to upload, and click on the ‘Upload’ button.

5. The new image will appear in the list below it. 6. To remove an existing image, just click on the ‘Delete’ button on the row of that particular image.

7. To make the image hyperlinked to a certain page, enter the URL of the page in the field entitled ‘Image links to’. Click on the ‘Update’ button.

8. There are also additional settings to control the transition timing, effect, length, dimesions and delay which can be found further down on the page.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

9. If changes are made, simply click on the ‘Save Settings’ button to confirm them.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Managing site widgets To see a list of widgets that are being used on the site: 1. Click on the small arrow on the right of the link ‘Appearance’. 2. In the list that appears below it, click on ‘Widgets’.

3. You will then see the ‘Widgets’ page. 4. On the right hand side of the page is a list of widget containers that are used on the site.

Widgets and how they relate to the site

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Header Right

This widget controls the search bar on the top right hand corner of the header. Do not remove or modify this widget. Primary Sidebar Not in use. Do not remove or modify this widget.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Home Top Left

This widget controls the text that appears in the Welcome box on the homepage.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Home Top Right This is not used.

Home Middle #1

This is the first column of the middle section of the homepage.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Home Middle#2

This is the second column of the middle section of the homepage.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Home Middle # 3

This is the third column of the middle section of the homepage.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Home Bottom #1

This is the first column of the bottom section of the homepage.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Home Bottom #2

This is the second column of the bottom section of the homepage.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Home Bottom #3

This is the third column of the bottom section of the homepage.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

The following are widgets to control the menu links on the right hand column of the pages within those sections. To add additional content on the sidebar for any of the main navigation sections of the site, simply modify the following widget containers.      

Specialist_Search_Sidebar About_us For_patients For_health_professionals Careers Tours_and_classes

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Managing users Adding a new user 1. Click on the small arrow on the right of the link ‘Users’ on the left hand panel.

2. In the list that appears below it, click on ‘Add New’.

3. You will then see the ‘Add New User’ page.

4. Enter details of the user. 5. To send the password to the user, leave the ‘Send Password?’ checkbox checked. 6. There are by default 5 Wordress roles. User

Description

Subscriber

Visitors who are registered on your site. (Not applicable) Users who are able to create content for the site. They can read, write, edit and delete their OWN

Contributor

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Author

Editor

Administrator

content. They can only create draft content, however are not able to publish them. All of the permissions as the Contributor type, plus the ability to upload files to add to the content. They are also able to publish their own content. Site wide permissions to edit and publish content by any of the contributors or authors. Able to also create categories, and even manage users. However they are unable to change the appearance of the site. Super user access to do everything.

7. Select the role appropriate for the user. 8. Click on ‘Add User’. 9. If you want to further control what the user is able to see in the back-end (Administrator site), click on the ‘Admin Panels’ link below the ‘Settings’ section on the left hand panel of the Dashboard.

10. You will then see the Hide Admin Panels page. 11. Select the user or the user role you wish to effect. 12. Select the admin menu sections you wish to hide for this particular user or role. (By selecting a checkbox, that particular menu link will not appear for the user in question). 13. Click on the ‘Save changes’ button.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Deleting an existing user To delete an existing user, do the following: 1. Click on the ‘Users’ link on the left hand panel of the dashboard. 2. Hover your mouse over the name of the user you wish to delete. Two links will appear below the user’s name. ‘Edit’ and ‘Delete’. 3. Click on ‘Delete’.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Maintenance of the site Keeping things up to date It’s important to keep the plugins and other elements of the site up to date. To see if any item needs to be updated: 1. Click on the small arrow on the right of the ‘Dashboard’ link. 2. In the list that appears below it, click on the ‘Updates’ link.

3. The WordPress Updates page will appear. This page explains which plugins need to be updated. 4. Before updating any plugin, it is wise to ensure that the updated plugin is compatible with the current WordPress version. To do this, read the details below each plugin title.

5. If the details state that ‘Compatibility with WordPress 3.0.4: Unknown’, then it is best not to update the plugin until it changes from ‘Unknown’ to ‘100%’. 6. To update a plugin, select the checkbox next to the plugin(s) you wish to update. 7. Click on the ‘Update Plugins’ button.

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Backing up the site It’s important to keep the site backed up just in case anything happens to the files or contents of the site. To do this, follow these steps:

1. 2. 3. 4.

Click on the small arrow next to the link ‘BackupBuddy’. In the list that appears below it, click on ‘Backups’. The ‘Create Backup’ page will now appear. Click on the ‘Full Backup’ button.

5. The backup process will then occur.

6. Once it is completed, a file will be created.

7. Click on the backup file name, and download the backup file onto an external harddisk for safe storage. 31


Jessie McPherson Private Hospital Website User Manual – Technical Administrator

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Jessie McPherson Private Hospital Website User Manual – Technical Administrator

Logging out To log out of the Website Administration site, click on the Log Out link on the top right hand corner of the page.

You will then see the login screen once again.

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JMAC Tech Admin  

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