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Help

Help

HELP TOPICS

PERSONAL SETTINGS

  • Changing your password
  • Updating your contact information
  • Setting your email notification preferences
  • Viewing recent information posted on the site
  • Viewing and managing your Clickboard
  • Requesting access to a group
  • Leaving a group

LIBRARY

  • Viewing a document
  • Viewing all recent documents
  • Adding a document to your Clickboard

CALENDAR

  • Posting new meeting
  • Viewing an event
  • Adding an event to your Clickboard
  • Responding to an RSVP request

PAGES

  • Creating new pages – requiring approval
  • Editing existing pages – minor edits not requiring approval
  • Editing existing page – major edits requiring approval
  • Generate menus

PERSONAL SETTINGS

Changing your password

  1. My Settings
  2. Password Settings
  3. Complete form with current password, followed by new password (twice)
  4. Change settings

Updating your contact information

  1. My Settings
  2. Contact Info
  3. Complete form with current contact information
  4. Update info

Setting your email notification preferences

  1. My Settings
  2. Email Notification Settings
  3. Click appropriate buttons and check boxes for desired frequency and type of email updates
  4. Update info

Viewing recent information posted on the site

  1. My Recent Info

Viewing and managing your clickboard

  1. My Clickboard

Requesting access to a group

  1. My Groups
  2. Membership
  3. Check boxes for group(s) you would like to join
  4. Process request

Leaving a group

  1. My Groups
  2. Membership
  3. Check boxes next to group(s) you would like to leave
  4. Process request

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LIBRARY

Viewing a document

  1. Library
  2. Locate document in folder structure and click directly on document name
  3. Get/View

*Note, if you are having trouble downloading a PDF file, you may want to try right-clicking on Get/View and select "Save Target As" (for Mac users “Download linked file as"). Save the document to your hard drive and opening file directly from there. Or, try downloading the latest version of Acrobat Reader. This download is free and can be found at the following web address: www.adobe.com/products/acrobat/readstep2.html

Viewing all recent documents

  1. Library
  2. Recent

OR

  1. My Recent Info (in left-hand sidebar)

Adding a document to your Clickboard

  1. Library
  2. Locate document
  3. Add to Clickboard

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CALENDAR

Posting a new meeting

  1. Navigate to the appropriate "group" folder in the document library
  2. For each meeting, create the new sub-folder in the Meeting Agendas folder (click "new folder button in the green bar below the folder name) ; use the meeting date as a its name
  3. When new sub-folder is created, the system will land in this new folder and you can start uploading the meeting materials.
  4. When done uploading the meeting material, clear your clickboard (click "my clickboard" link in admin links, check all items you have in the clickboard, and remove them by clicking "remove all checked" button on the bottom of the pop-up window)
  5. Then add all newly added documents into you clickboard (click "add to clickboard" yellow icon in front of the document name in the folder listing, or "add to clickboard" link on the document metadata page that you see right after upload is completed)
  6. Go to calendar
  7. Start a new event on the date of the meeting
  8. Make sure that the event belongs to both public and the appropriate committee "group".
  9. Select all related documents shown in the "Related Information" box on the bottom of the event form.

Viewing an event

  1. Calendar
  2. Navigate to date of event
  3. Click directly on event name to view details

Adding an event to your Clickboard

  1. Calendar
  2. Navigate to event and click add to clickboard

Responding to an RSVP request

  1. From the notification email you receive, click on hyperlink to the RSVP
  2. Enter your password (if you are not already logged in)
  3. Select "Yes", "No" or "Maybe" and add a comment (optional)
  4. Reply

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PAGES

Creating new pages

  1. Admin page
  2. Content -> Pages -> add page
  3. Fill out Label (name of the page)
  4. Set the parent page (important for the menus) – none if you do not want the page to be linked from the menus
  5. Have your content ready in the MS Word document and copy&paste the content in the page text area. Adjust formatting.
  6. Uncheck the both checkboxed (“in menus” and “active”) in top right hand side of the form if you need the content to be pre-approved before publishing.
  7. Save the page by clicking on the “Edit Info” button on the bottom of the form.
  8. Copy the link to the new page (“View” link in the listing of the pages) and e-mail it to the approving person.
  9. When approved, edit the page, make sure that the parent page is set correctly, check the appropriate checkboxes (“in menus” and “active”) in top right hand side of the form and generate the menus.

Editing existing  pages – no approval

  1. Admin page
  2. Content -> Pages
  3. Locate the page you want to edit in the listing (browser search tool works well – Ctrl-F)
  4. Click “Edit” next to the page title
  5. Edit the text/content
  6. Save the page by clicking on the “Edit Info” button on the bottom of the form.

Editing existing  pages – with approval

  1. Admin page
  2. Content -> Pages
  3. Locate the page you want to edit in the listing (browser search tool works well – Ctrl-F)
  4. Click “View” next to  the page; which will open the page in the new tab/window.
  5. Copy (Ctrl-C) content of the page.
  6. Add the new page – see instructions above.
  7. Paste (Ctrl-V) the content into page content, edit as desired.
  8. Follow the instruction for the new page.
  9. When approved, replace the original page in the menus/linking with the new one (set the parents in page editing form and generate menu afterwards).

Generate Menus

  1. Admin page
  2. Content -> Pages
  3. Ensure all the pages that you desire to be in the menus have correct parent/child relations (view parent child relations in the page listing):
    1. Parent page – top level menu items have no indent and start with a hyphen
    2. Children are indented and start with |- (all but last one) or \- (last one)
  4. Ensure that your menu items are in correct order
  5. If you need to reorder, user “reorder” tool
  6. Use “make menu” tool: It will pop up window with the preview of the newly generated menu (you may need to change the window size to see it in the full view) and make sure all the menu items are correctly placed and present. If not – go back and edit the pages to change “in menus” settings and/or reorder the pages and children pages.
  7. When satisfied, use “make menu” tool and click “Backup and publish” to publish the new menus.