FAQ Category: Editing tips

Getting started

The login page for you website is at https://kresenkernow.org//wp-admin/

Please note that these are development URLs and will change when the site goes live. Your username and password will be the same.

When you’re logged in, the first thing you will see is the Dashboard – this is a summary page for your WordPress installation. It can be customised, but by default it should show things like Recent Activity, and WordPress News.
The most important part of the user interface (UI) is the bar on the left. This is the main navigation for the WordPress back-end. It has a list of several sections, beginning with the types of content on your website:

  • Posts
  • Events
  • Libraries
  • Pages
  • Volunteer Portal

It then has links to WordPress settings, Appearance options, User settings, and custom plugin options. Be careful with changing settings ? if you’re not 100% sure what something does, it may be best to leave it alone. Editing content is a lot more flexible and forgiving, there is very little you can ‘break’ just by editing content.

Users

Users are people who have access to the back-end or admin part of your website. If you do not see a specific option, bear in mind that only users who have a role of Administrator can change important settings. Users who are Editors can usually only edit content. This control is set up in Users, where new users can be added, and existing users can have their role changed, password changed, etc.

Types of content (post types)

It is important to have a good understanding of the available content types in your WordPress before making changes, or more crucially when adding new content. Almost every WordPress site we make has its own bespoke set of content types (or in WordPress lingo ? post types). The main default content types are Posts and Pages. The difference is sometimes a bit tricky to understand, aside from the name, but Pages are usually ‘static’ types of content that are are individual stand-alone resources, they do not usually share common data. General articles about your organisation will usually be set up as Pages. On the other hand, Posts are more flexible, but generally used for things like Blog pages and News items. Posts can also be highly customised, and may have much more going on than just an article of text. Posts can also have Tags and Categories ? these are a type of Taxonomy, which is a fancy name for classification, or categorisation.
In addition to Posts and Pages, your website may have custom post types set up. These are even more customised versions of Posts, so customised they have their own name and rules. They have different fields (places to add data) and are being used in specific and unique ways.
Please note that the content types do not necessarily correspond exactly with the front-end navigation, i.e. posts of the same type may be output in different sections of your site on the front-end.

Writing for the web

  • It is ideal to have a consistent tone of voice across all copy on a website. This creates continuity and prevents the content and organisation appearing fragmented. If there are a number of people with editorial rights to the site, you may like to have one or two central people to run copy through/sign it off to help maintain the organisation’s voice.
  • Use consistent formatting when laying out text (i.e. using headings, subheadings, making text bold etc) it is best to have a standardised way of doing this.

    Meet the user need

  • Always keep your audience in mind when creating copy for your website. Try to think about what they would want to get from the site and what tone of voice is suitable for them. ?Your writing will be most effective if you understand who you’re writing for.
  • To understand your audience you should know:
    – How they behave, what they’re interested in or worried about – so your writing will catch their attention and answer their questions
    – Their vocabulary – so that you can use the same terms and phrases they’ll use to search for content
  • When you have more than one audience, make your writing as easy to read as possible so it’s accessible to everyone.
  • Don’t publish everything you can online. Publish only what someone needs to know so they can complete their task. Nothing more.
  • People don’t usually read text unless they want information. When you write for the web, start with the same question every time: what does the user want to know?
  • Meeting that need means being:
    specific
    informative
    clear and to the point
  • Avoid ‘walls’ of text – break up your content into easily- digestible chunks, and use headings to create sections that humans can easily understand and take in. This is also great for search engine optimization (SEO) because headings (titles) and subheadings (summary) have greater importance than normal paragraph text for search engines. Try to think about what they contain and make the content meaningful and refer to key points of the paragraph text.
  • Good online content is easy to read and understand.
    It uses:
    short sentences
    sub-headed sections
    simple vocabulary
  • This helps people find what they need quickly and absorb it effortlessly.

    Headings and titles

  • Keep in mind 65 characters or less (including spaces). This is because search engines truncate (cut off) titles in Google search results over that number. Words or parts of words will be cut off.
  • Make sure your title is unique. It’s not helpful for people if search results show a list of pages with the exact same title.
  • Titles should be clear and descriptive. The title should provide full context so that people can easily see if they’ve found what they’re looking for
  • Front-load your titles. The most important information and the words the user is mostly likely to have searched should be at the beginning of the search result.

    How people read content on the web

  • Users read very differently online than on paper. They don’t necessarily read top to bottom or even from word to word.
  • Instead, users only read about 20 to 28% of a web page. Where users just want to complete their task as quickly as possible, they skim even more out of impatience.
  • Remember that the pressure on the brain to understand increases for every 100 words you put on a page
  • Web-user eye-tracking studies show that people tend to ‘read’ a webpage in an‘F’ shape pattern. They look across the top, then down the side, reading further across when they find what they need.
  • What this means is: put the the most important information first. For example, say ‘Canteen menu’, not ‘What’s on the menu at the canteen today?’
  • Avoid the urge to always state the name of your organisation as the first word(s). This helps people identify the most important information to them as they scan quickly through the page and is good for SEO.
  • Following these guidelines will help head off the F shape reading pattern.

Editing pages

  • If you are viewing the site from the front end (and are logged in) you will see ‘Edit page’ in the black bar at the top
  • If you are already in the back end select Pages from the main left hand side menu
  • Here you will find the static pages of your site e.g. About, Contact us etc..
  • Click a page to edit it – a page with a dash before the title means it is a sub page of the one above.
  • Edit the text directly in the text box. The editing box is known as a WYSIWYG (What You See is What You Get) text editor, working similarly to Microsoft Word. It has controls for creating headings, links, justification, bullet lists (like this one!), etc. More information about how to use it can be found here https:// make.wordpress.org/support/user-manual/content/editors/visual-editor/ 
  • You can also add images and videos to the text area by clicking ‘Add media’ – See more on adding images in the ‘Images’ section.
  • You might not be able to see all the editing options at first – to make sure you are click the top right toggle, and a second row of options will appear:
  • Here you will be able to change the heading weight by clicking the ‘Paragraph’ drop down menu:
  • Generally on a website ‘Heading 1’ is reserved for the title of the whole site. ‘Heading 2’ is for page titles and ‘Heading 3’ are sub headings within a page. Therefore in the editor you should use heading 3 for headings.
  • When copying and pasting from another document it is best to paste as ‘clear formatting’ this makes sure that no code has crept in from elsewhere. To do this select the clipboard with a T before pasting in any text:
  • When you have edited your text and images remember to click ‘update’ near the top right.
  • To make the page you are editing a sub-page (known as a child page) of another page (known as a parent page) select the page from the ‘parent page’ drop down menu in the Page Attributes box on the right. For example the following image shows a page that is a sub page of Contact us:
  • To view the page on the front end click the ‘View page’ link at the top left of the screen (see image below) – it is best to always have the front end open in a different window when editing:
  • Remember if you are editing content from the back-end of WordPress you will need to refresh the front-end page to view the change you have made.
  • You can set the page to be visible to the public or private. This option is under ‘visibility’ in the publish panel:

  • Here you can also schedule when you want the page to be published by clicking the ‘Edit’ button under the published on date. If a date in the future is entered then the page will not be viewable by the public until that date. If a date in the past is entered then the sub-pages will order in publication date on the menu page ? this is useful for older news items or events.

    Content blocks

  • For a section that has multiple pages/sections within it you can add content promo blocks TBC – whether these should be the same as the dropdown menus
  • To do this scroll down to ‘content blocks’ and click ‘Add new content block’ and select what you want to upload from: Image,
  • You will then be able to add an image, a description,

Editing the home page

  • The home page is under Pages and is called ‘Home – Front page’
  • To edit the image promos scroll down to the ‘Home page blocks’ panel, you can edit the image, the main heading, the description text and the url that the promo links to. The link just needs to include the / and the part after kresenkernow.org
  • To edit the coloured call to action boxes scroll down to ‘Small promo boxes’
  • The event promos underneath these are pulled from the Events section. These can be shown or hidden from the home page via the tick box ‘Show events feed?’
  • Edit the address in the Find us panel and the Opening times underneath this

Images

  • Images should ideally be no less than 2000px on the shortest side. It’s best not to go below this size so that the image remains at good quality for high retina screens. Images for the web must be in .jpeg, .png or .gif format
  • Avoid using ‘rogue’ characters in file names. When saving any image or document for use on the web you should not include any characters other than those from the alphabet (lowercase) and underscores (_) – this includes spaces. If you do include characters such as spaces or & or , in file names this may cause problems displaying them.
  • To insert an image into a page or post click the ‘Add Media’ button at the top left of the editing panel.
  • The ‘featured image’ is usually the image that will be the main ’chosen’ image to represent the page and will appear in any listing pages. (e.g. if it is on an event this is the image that will appear in the listing of all the events).
  • Featured Image is usually found at the bottom right of the editing page

  • When selecting ‘Add Media’ or ‘Set featured image’ you will see a library of all the media (images, sound files, video files) you (and everyone else) have uploaded so far.
  • You can either select an image from the library or upload a new one from your computer.
  • Although the media library isn’t ordered you can search for images using the search box. The search will look for any text associated with that image, so filling in the title and alt text field is really useful for this.
  • Click ‘insert into page’ or ‘set featured image’
  • When the image is in the page you can click on it it to reveal some editing options which appear at the top, this allows you to make some basic edits to the image e.g. left, centre or right align the image:

    • Clicking the pencil icon will bring up some more editing options such as resizing the image.
    • There is a drop down list of built in image sizes under ‘size’ – often when you first insert an image into a post it is too small, so it is a good idea to check this and make sure it is set to the appropriate size for the page.
    • Linking images – The default option for linking the image is ‘Media File’ – this means when an image is clicked it will show a larger version of itself in a modal. If you want the image to link to a page on the site then you can change it to ‘Custom URL’ and enter the URL of the page you want it to go to. If you don’t want it to link to anywhere then select ‘none’ from the list.
    • Image alt text is used by screen readers to describe an image to people with visual impairments when having a website read out aloud to them. Add captions and descriptive alt text to all photos, images and maps used throughout the site.
      WHY: Adding information and alt text to every image makes visual content more accessible to partially sighted magnifier users and blind screen reader users as well as compatible with other assistive technologies. A short text description of an image can unlock the information within a picture and enrich the experience and understanding of a story for users. Without alt text the screen reader just reads the word ‘image’ when reading the webpage. As you can imagine this can be very frustrating for the user.
    • There is a field in the media library called ‘Alt text’ – you will see this on the right hand side when an image is selected. Enter your description of the image here. Search engines will mark the site down if the alt text field is left blank.
    • You can also edit the alt text by clicking on the pencil symbol
    • Images help to liven up the content, ensure that images used are simple and with high contrast if possible.

    Cropping and editing images

    This can be done within WP, find some useful instructions here: https://premium.wpmudev.org/blog/crop-image-wordpress/

Image galleries

  • A gallery is useful when you need images to appear in a grid such as a collection of logos or small images
  • In the WYSIWYG editor select Add Media
  • Click Create Gallery on the left hand side
  • Select all the images you want in the gallery and click Create a new gallery in the bottom right
  • You can reorder the images by dragging them
  • On the right hand side edit the settings –
  • If it is a gallery of nice images you can select them to link to the media file, this will mean you can click on them and they will appear larger in a lightbox view. If they are logos or the images are too small for zooming in to be of any benefit then select them to link to ‘none’.
  • You can edit the number of columns the grid will appear as, set the order as random (so they appear in a different order on every load of the page)
  • Make sure the size is set to Medium
  • Click insert gallery

Links

  • Avoid lists of links, instead try to incorporate them into paragraph text. This gives them more meaning and puts them into the context of how they may be useful. People are unlikely to scroll through lists of links looking for what they want and search engines will mark you down if you have links pages.
  • To create a link in a body of text, highlight the text that you want to be a link and click the chain symbol at the top of the text panel.
  • You can either paste in a link straight away if you know it or select the cog for more link options:
  • Here you can search for pages within your site.
  • If you are linking to an outside web source you must put the whole URL in including the http://
  • Use meaningful linksAvoid labelling links as ‘here’ or ‘click here’ as out of the context of the page they don’t tell the user anything about where they’ll lead them.WHY: links need to make sense even if they stand alone, as many assistive technology users will short-cut to a list of links on a page as a way of getting a quick impression of what content is available on that page. Making links look consistent follows standard conventions for navigation and will make the site as usable and accessible as possible, as users will know what to expect as they explore the site. This is also beneficial in terms of search engine results as they tend to look for links when searching.
  • Pasting the original url into the site can look ugly, instead highlight some descriptive text and insert the link by clicking the chain symbol. This is also best for SEO as Google reads all the links in the site.
  • Do not tick the box for the link to open in a new window. This is very bad for accessibility as it can disorientate the user
  • Avoid using directions when highlighting a link e.g. ‘Click the link on the right hand side of the page’ It may be on the right hand side when you are editing the site but won’t necessarily be every time as there are different layouts for different screen sizes and devices.
  • To add a yellow button to a link e.g.:

    Select the “Text” tab next to the “Visual” tab

    Look for the link in the code and insert “class=”button yellow-bg”
    The link would look like this:

Style guide

  • It is best to decide up front the tone of the site so it remains consistent– this can differ in different sections, for example a blog post or story feature can be more conversational and from the first person.
  • For consistency, decide on preferred formats, terms and conventions for commonly used content e.g:– Dates (e.g. 25th Nov 2017 or 25/11/17)
    – Times (12 or 24 hr clock)
    – Period dates (e.g. 19th Century or 1800s)
    – Measurements & units
    – Pricing / costs (£1 or 1GBP)
    – Wars (WW1 or First World War)
  • This should follow what is in your print and promotional material
  • Make sure everyone who is contributing to the site is aware of these.

Collections

The collections data is held in Calm. We run a script every hour which indexes any records which have been altered or added in the Calm database within the last three days. However there are some things you can do immediately if you want to update a record and can’t wait for the scheduled update.

To delete a record:

https://kresenkernow.org/de-index/ — use this page to remove an item from the index, based on its RefNo, or its RecordID

  • Make sure you are logged into the site with an Administrator account.
  • Navigate to the de-index page.
  • Enter either the RefNo or the RecordID of the item you wish to remove into the appropriate input.
  • Click on the “Search” button.
  • To stop the process without removing any records from the index, click on one of the “Cancel” buttons.
  • Matching records are listed in full i) to allow you to verify that you really mean to delete the record and ii) to allow you to choose which record to remove, in the event that more than one record has been found which matches your search.
  • On identifying a record you want to remove, click on the corresponding “Remove this record from the index” button.
    Repeat until all the records you want to remove have been dealt with.

To add a record:

https://kresenkernow.org/index-this/ — use this page to force the immediate indexing or re-indexing of a record based on its RefNo, or its RecordID, or to index any records matching a specific Place Code

  • Make sure you are logged into the site with an Administrator account.
  • Navigate to the index-this page
  • Enter the RefNo, RecordID, or Place Code of the item you wish to index
  • Click the “Search” button
  • Read the message
  • To index another item, click on the “Continue” button.

 

Image/topic browser

  • To edit the topics that appear in the Image browser https://kresenkernow.org//our-collections/explore-images/
  • Go directly to this page in the back end
  • Scroll down until you see 2) Image block for the Topics or 4) Image block for the Places
  • You can change the image that is shown by deleting it and adding a new one from the media library
  • If you want to delete a topic – hover over the grey bar to the right of the block, a minus icon will appear – it will turn red when the mouse is directly on it – click this and then click ‘remove’ when it asks if you are sure.

  • To add a new topic scroll to the bottom of the set of blocks until you see the blue “Add new image block” button
  • Click this and a blank one will appear
  • Keep the type as image
  • Upload an image you wish to represent the topic or place
  • In the text field type in the title for the topic or place
  • Click Select Link
  • Open the Image browser in another window and search for whatever topic or place you want to into the image search field
  • Copy the full url of that search result
  • Paste the url into the url field which appears when you click Select Link
  • Click save

Flip book

  • Any page which has a book embedded into it needs to have the page template set to “Book Reader”
  • An example can be found here https://kresenkernow.org/wp-admin/post.php?post=3868&action=edit
  • The Book reader fields will then appear on that page
  • Add in the title, author and info fields – these will appear in the panel which appears when you click the “info” button
  • In the Book url field enter the field of the main record – this is the return link for the record you have embedded the book onto.
  • The book thumbnail is the image which will appear on the page you are linking from
  • The book pages are uploaded into the table underneath
  • For each page you can up to two images – left image and right image and two additional images for fold outs from these. You can also set if they are to rotate.
  • Under the book pages table in the Collection Connection field – enter the collection id of the page you want to embed the book onto.

Events & exhibitions

  • Go to Events on the left hand side
  • Set the start and end date in the Event date panel in the top right.
  • In the main content panel enter a description of the event
  • In the even details panel enter the location, you can also embed a map – to do this find the correct area on Google maps – click the Share button and then the ’embed a map’ tab, you will see a code which starts with ‘iframe’ copy this and paste it into the ‘venue google map’ field in the cms.
  • Add more information such as cost and how to book
  • The Excerpt field is used on listings pages, if this field isn’t filled in then the first 100-200 characters of the description will be fed through to the listing
  • Add a featured image
  • Tick the Event Category from the list, to add more categories click ‘Add new event category’

Menus

  • Adding a page under Pages will not automatically add it to a menu
  • This must be done manually under Appearance > Menus
  • Select a menu to edit from the drop down menu, here you will see all menus that appear on the site in both English and Cornish

  • All the pages are listed underneath as blocks, the ones that are indented appear as child pages of that section (will appear in the drop downs)

  • You can re-order pages by clicking and dragging
  • Try not to go above 3 levels of indentation
  • By clicking the downward arrow on the right you can rename the page, or Remove it (this will remove the page from the menu, it will not delete the page itself)
  • To add pages you can search and select them from the list on the left hand side

  • Select the page using the checkbox and click Add to Menu
  • The page will appear at the bottom, drag to where you want it to be
  • Do not add any extra top level pages to the Primary Navigation menus without checking with the developer, as this may break the layout.

Translations

  • At the top right hand site of each Post or Page there is a box labelled Languages:
  • To add the Cornish version of that particular post or page click the plus sign next to the “cr”, this will take you to a blank version of the same post ready to input the content.
  • When the content has been added the plus sign will turn into a Pencil icon (as above), clicking this will take you to the page to edit.
  • This is also available on media items so you can add a translation for an image caption for instance.
  • The easiest way to do this is to go to the media library and make sure that it is in list format as apposed to grid format (top left icon):
  • You will then be able to quickly see which has translations by seeing if there is a plus sign or pencil sign on the right hand side under the “cr”:
  • You can also go into each media item individually and select the language from the drop down:
  • Selecting Languages > Strings translations from the left hand side menu will bring up a list of all the most common words and phrases used across the site, this means that when they are filled in here they will automatically translate across the site. This is useful for buttons etc..
    You will find lots of standard text such as that appears in the footer here for you to edit https://kresenkernow.org/wp-admin/admin.php?page=mlang_strings&s&group=-1&paged=1 

Forms

  • To insert the Booking enquiry form onto any page change the Page template from Default to Booking Enquiry Template. The form will appear at the bottom of the page.
  • Alternatively you can link out to a page where the form sits independently https://kresenkernow.org//booking-enquiry/ 

Editing forms

  • You can edit any of your forms by going to Forms in the back end https://kresenkernow.org/wp-admin/admin.php?page=gf_edit_forms
  • To edit each section roll over it (it will add a blue border) and click.
  • Sometimes where there is plain text you won’t see it until you have clicked on it
    e.g.
    1.

    How section will look with no interaction

    2.

    When you rollover, a blue border will appear

    3.

    When clicked you will see where to edit the text

 

Volunteer portal

The volunteer portal has 3 main types of tasks and projects.

  • On-site – These are tasks which are listed on the site but not available to attempt online.
  • Off-site – Again, these are tasks which are listed on the site but not available to attempt online.
  • Online – These are the tasks that Volunteers will be able to attempt online.

1. Projects

1.1 Adding a project

1. All projects are added via the main WordPress admin menu. Select Volunteer Projects > Add New (https://kresenkernow.org//wp-admin/post-new.php?post_type=vol_project). This will open up the edit page for your new, draft project.

2. Enter a title for your project as you would when creating a page or post.

3. Enter a description and/or some top tips for this project into the main content panel (immediately below the project title). Text entered here will appear above the task listing on this project’s page on the front end of the site.

4. Add the relevant tag – it is important to tag projects correctly as either onsite, offsite, online or example. This is so the project will appear on the correct page. See 1.2 Project tags for details of the placement effect of each tag.

5. Add a featured image. As with pages and posts, you can set a featured image by clicking on the Set featured image link from within the Featured image panel (appears at the bottom of the column on the right of the edit page). This image will be displayed on the relevant project listing pages as mentioned in section 1.2 Project tags.

6. If you want to save your progress but don’t want the project to appear on the site yet click on the Save Draft button from within the Publish panel (appears top right of the edit screen). If you have finished editing this project and are happy for it to appear on the site, click on the Publish button (from within the Publish panel).

 

1.2 Project tags

There are four tags that you should use in order to indicate where you want the project to be listed. The following list outlines the tag name to use and where projects with that tag will appear.

Tag name: onsite

Projects tagged with this tag will appear on the ‘onsite opportunities’ page

(https://kresenkernow.org//about-us/volunteer/on-site-volunteering/)

Tag name: offsite
Projects tagged with this tag will appear on the ‘offsite opportunities’ page
(https://kresenkernow.org//about-us/volunteer/off-site-volunteering/)

Tag name: online
Projects tagged with this tag will appear on the ‘online projects’ page
(https://kresenkernow.org//about-us/volunteer/online-volunteering/current-projects/)

Tag name: example

Projects tagged with this tag will appear on the ‘have a go’ page

(https://kresenkernow.org//about-us/volunteer/online-volunteering/have-a-go/)

 

1.3 Editing an existing project

1. To edit an existing project via the main WordPress admin menu click Volunteer Projects > All Projects (https://kresenkernow.org//wp-admin/edit.php?post_type=vol_project). This will show you a paginated listing of all projects.

2. Click on the title of the project you wish to edit. This will open up the edit page for that project.

3. Edit the text and imagery for the project as necessary.

4. To save your changes, click the Update button (from within the Publish panel).

 

1.4 Deleting a project

To delete a project you will need to click Volunteer Projects > All Projects from the main WordPress admin menu and then click on the checkbox next to the name of the project to select it. From the Bulk Actions menu (appears at the top and bottom of the list of tasks) select the Move to Bin then click the Apply button. This will hide the project from the front end of the site and add it to the Bin where it will remain for 30 days before being deleted from the system.

Please note that deleting a project will not delete any tasks assigned to that project. If you wish to delete the project’s tasks as well you will need to delete them individually. 

 

Tasks

2.1 Adding a new task

All tasks are added via the main WordPress admin menu. Click Volunteer Tasks > Add New (https://kresenkernow.org//wp-admin/post-new.php?post_type=vol_task). This will open up the edit page for your new, draft task.

Each task should be attributed to a particular Volunteer Project. Assigning a task to a specific project will ensure that the task is listed under that project on the front-end of the site.

 

2.2 Assigning a task to a project

Please note you need to create the project before you can assign tasks to it.

When creating or editing an existing task select an existing Project from the dropdown menu within the Project panel (top right of the task edit screen).

 

1.3 Editing existing task

1. To edit an existing task via the main WordPress admin menu click Volunteer Tasks > All tasks (https://kresenkernow.org//wp-admin/edit.php?post_type=vol_task). This will show you a paginated listing of all tasks.

2. Click on the title of the task you wish to edit. This will open up the edit page for that task.

3. Edit the text and imagery for the project as necessary.

4. To save your changes, click the Update button (from within the Publish panel).

 

1.4 Deleting a task

To delete a task you will need to click Volunteer Tasks > All Tasks from the main WordPress admin menu and then click on the checkbox next to the name of the task to select it. From the Bulk Actions menu (appears at the top and bottom of the list of tasks) select the Move to Bin then click the Apply button. This will hide the task from the front end of the site and add it to the Bin where it will remain for 30 days before being deleted from the system.

NB. You may have to change the task status from Published to Draft before it will allow you to bin it.

 

1.5 Reviewing and approving task attempts

The tasks use the in-built WordPress commenting functionality to allow volunteers to submit task attempts. When an ‘attempt’ is submitted by a volunteer an email notification will be sent to the website admin’s email address notifying them that a comment has been made on a task. This notification will have a link to moderate the comment so you can choose to approve or unapproved the comment (attempt).

The number of volunteer attempts (comments) is displayed in between the Tags and Date columns on the All Tasks listing page – https://kresenkernow.org//wp-admin/edit.php?post_type=vol_task.

The number in the red circle is the number of pending attempts, the number in the speech bubble is the number of attempts that have been approved.

If you click on the name of the task this will bring up the task edit screen.

Next scroll down the page until you reach the Comments panel.

Within the Comments panel you will be able to see any task attempts that have been made.

If you hover over the attempt, you will see links to Approve/Unapprove | Reply | Quick Edit | Edit | Spam | Bin. Click on Approve to approve the task attempt.

When a task has had 2 attempts made, it will still appear on the front-end of the site but is marked as being ‘Under review’ and the submission form is disabled so that no further volunteers will be able to submit an attempt.

You can view the record attempt on the front end of the site by clicking ‘View task’ at the very top of the screen (in the black bar)  and easily switch back to the editor by clicking ‘View record’

Tracking volunteer usage

  • Go to “User Login History” on the left hand side
  • Here you can see everyone who has logged in and how long they were on the site
  • To filter to just Volunteers, choose “Volunteer” from the “Select Current Role” drop down menu and then click the blue “FILTER” button on the right
  • You can download the data by clicking the blue “DOWNLOAD CSV” button at the top of the list of users

Exporting spreadsheet

  • To export the data go to All Export > Manage Exports
  • Click Run Export on the Comments Export option:

E-commerce

Making an image available to buy

  • To add the option to buy an image to one of the images go to Settings > Licensing:
  • Here you will see a field of all the existing images for sale:
  • Edit the list directly by deleting a reference number or adding a new one.
  • Any image with a reference matching at least one of the lines below will be made available for licensing.
    NOTE entering “corn” would match any image with reference containing “corn” – corn0001, corn0002, 123corn567, 891corn etc.
  • Click Save Changes

Types of license

  • The types of licenses are set up under Products
  • Check with the developer before making any changes here.

Your orders

  • Your order information can be found under WooCommerce

Exporting orders data

  • To export a spreadsheet of data go to All Export > Manage Exports

  • Click ‘Run Export‘ on the Orders Export option

Coupons

  • To create a discount coupon to be used at the checkout go to WooCommerce > Coupons

     

  • Click Add Coupon
  • Click Generate coupon code
  • In the field underneath you can describe the discount
  • In the Coupon data panel you can choose whether you want to take a % off or a fixed price. You can enter a date for when the coupon expires.
  • Under the Usage restriction tab you can choose whether people need to spend a certain amount before a discount is applied. You can also choose to include or exclude certain product types. https://kresenkernow.org/staging/wp-admin/edit.php?post_type=product
  • Under the Usage limits tab you can select how many times the code can be used overall, how many times it can be used by each user or how many items they can use it on.
  • If none of the settings above are changed then the code can be used on all products an unlimited amount of times.
  • Copy and paste the code and send it to the user. Alternatively if you are setting a code for everyone for a limited period of time you can publish this on the site or in a newsletter.

Editing the footer

  • To edit the text in the footer, such as the address, opening times and the credits go to Theme Options on the left hand side

Creating custom maps

  • To create a custom map to add to your CAN community archives for example go to Google My Maps
  • Click ‘Create a new map’
  • Search for the postcode to zoom into the correct area
  • To add a marker on the map search for a street, a window will pop up, click ‘Add to map’. A blue marker will drop. You can then move the marker around to get it exact.

  • Continue to add markers by searching for more streets and clicking Add to map
  • When the blue marker has been added the panel will now have a pain bucket symbol, click on this to change the icon, there are lots of different icons to choose from

  • You can join the icons together with a line or add routes by selecting the line icon under the search bar and drawing directly onto the map.

  • When you have finished click Share on the left hand side panel and make sure it is set to be public for the web

  • Next click the 3 dots next to the title of your map and click Embed on my site

  • Copy the iframe code

  • Back in WordPress go to the page you want the map to appear on, in the editor switch to the ‘Text’ tab view

  • Paste in the code
  • When you switch back to the Visual editor you will see the map appear.

Adding users to the CMS

  • Go to user on the left hand side and click Add new
  • You only need to fill out the username and email address, the password will be automatically generated by WordPress.
  • Select the role from the drop down – ‘Administrator’ means they have the highest level of access
  • Make sure that the checkbox to email the new user their password is ticked.
  • To create a volunteer user select ‘volunteer’ as the role
  • If you are testing then you don’t need to use a real email address