Editors’ Guide (Web & Intranet Sites)

Web & Intranet Editors’ Guide
(Last updated 2014-06-18)

Note: Nothing in this guide is set in stone. All of the following information is subject to change.

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Part I. The Lay of the Land

• • Project Overview
  • How Our Sites Are Structured
  • User Roles and Permissions
  • Required Pages and Content
  • What Goes Where

Part II. Doing Things

• • How To
    • Log In
    • Choose a Password
    • Edit Your Profile
    • Navigate the Dashboard
    • Add/Edit a News Post
    • Add/Edit a Page
    • Edit an Individual Office Page
    • Add Links
    • Upload and Embed a File (e.g., pdf, image, etc.)
    • Feature Image
    • Edit Screen Options
    • Use Shortcodes
      • List of Recent Posts
      • Customize Content Based on User Location
    • Manage Versions
    • Manage Comments
    • Maps
    • Password Protecting Content
    • Understand Search
    • Add/Edit a Menu
    • Enable/Edit Widgets
    • Edit the Default Theme’s
      • Title and Subtitle
      • Header Image
      • Background Image
    • Add a User

Part III. Doing Things Better

• The Web’s Limitations
• Organizing Your Section’s Content
• Style Guidelines & Best Practices
  • Pages
  • Posts
  • Copyright
  • Images
  • Downloadable Files
  • Embedded Media (e.g., video, etc.)
  • Encrypting Files
  • Google Accounts
  • Calendars
  • Surveys
• Add/Edit, A Sample Workflow

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After reading this document you should be able to:

• Describe the difference between our website and our intranet site.
• Describe what type of content is appropriate for publication on our sites (i.e., the website and intranet) vs. other platforms (e.g., MyGideon).
• Describe in very generic terms, the way our sites are logically divided for the purposes of permissions.
• Describe the different user roles and their abilities.
• Describe the differences between a Post and a Page, including when to use each.
• Know where to find the most up-to-date version of this document.
• Know where to find the most up-to-date information on a Section’s editorial hierarchy.
• Edit content for which you have permissions.
• Add content for review or publication, depending on your role.
• Add users and set their roles (assuming your role permits this).
• Edit a division’s menu(s) (assuming your role permits this).

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Part I >>