This article provides a step-by-step tutorial for editing existing Staff Member documents as well as adding new Staff Member documents.
Staff Member Document Fields
Let’s start by taking a look at each of the fields that define a Staff Member document.
- Name – the name to be displayed for the staff member. This can be the member’s full name, first and/or last name only, first initial last name or however you desire. However we recommend that you remain consistent for all of your staff members to give your site visitor a consistent user experience.
- Title – Optional. When used the title is generally displayed with the member’s name.
- Image – We recommend a professional head & shoulder picture. For consistence if is important to use a uniform size in a portrait size of approximately 150 (w) x 200 (h) pixels.
- Bio – The staff member’s bio. This is the text displayed when a user navigates to an individual staff member’s page. Some ideas to include in your staff bio’s might include education, experience, availability, tenure and possible when the individual likes to do when not at work.
- Publish from/to – you can control the dates/times your news article is displayed on your website. These fields are optional.
- Publish from – your news item will not be published on your public site until after this date and time.
- Publish to - your news item will automatically be unpublished or be removed from the public website on this date and time.
Managing your Staff Member documents
- Login into Site Manager
- Navigate to Staff Members using the Site Manager’s main navigation
- A list of all of your site’s Staff Members will be displayed showing the following information about each item.
- Actions – Allows you to edit or delete the item
- Document Name – The Staff Members name as defined above
- Published – ‘Yes’ if the item is visible on your public site, ’No’ if not
- Last modified – The date and time the item was last modified.
- Workflow step – Reserved for future use.
Adding a new Staff Member item
- To add a new item, click the New Document link in the upper left corner above the list of items.
- Complete the form using the field definitions above
- Set your publish from/to dates if desired
- Click Save to store the article to the database.
Editing an exiting Staff Member item
- To edit an item, click the Pencil icon in the Action column of the list for the item you wish to edit.
- Edit the news item fields as desired.
- Click the Save link in the upper left corner at any time to save the changed to the database.
- If you want to immediate remove the item from the website your can of course click the Delete link to delete the item or if you prefer to keep the item for future reference simply click the “now” link next to the Publish to field (recommended). Note the item will not be removed until you click the save button.
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