Location: PHPKode > projects > Open Chamber of Commerce > ococ/admin/help_admin.php
<?php
/*
Part of Open Chamber Of Commerce
Web application for organizations

(C) 2005 Richard H. Nilsson
   Waters Gulch Digital
http://watersgulchdigital.com

Released under the GNU General Public License
*/ 

$depth = "../";
include $depth.'inc/site_globals.inc';

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<head>
  <title>OCOC Admin Help</title>

<link rel="stylesheet" href="<?php echo $depth;?>c/admain.css" type="text/css" />
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  font-weight: 700;
  font-style: italic;
  padding: 2px 4px;
  text-decoration: none;
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</style>

<script type="text/javascript">
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<body>
<a name="top"></a>

<!-- M A S T H E A D ======================================== -->
<div id="masthead2"><div id="logo2" class="raised"> <?php if(defined('ORG_NAME_BREV')) echo ORG_NAME_BREV;?> Administration Help</div>
</div>
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<div id="body">
<!-- T I T L E  & S U B N A V  Section ======================= -->
<div id="titlesubs">
<h1 class="title">Topics:</h1>

<!-- S U B N A V S -->
<div id="subnavs">
  <a href="#newmem">New Member</a>
  <a href="#editmem">Edit Member</a>
  <a href="#newevent">New Event</a>
  <a href="#editevent">Edit Event</a>
  <a href="#newcat">New Category</a>
  <a href="#editcat">Edit Category</a>
  <a href="#editsite">Edit Site Content</a>
</div>
</div><!--end titlesubs-->

<div id="dirq">
<a name="newmem"></a>
<h2>New Member</h2>
<h3>
To add a new member: 
</h3>
<ol>
	<li>Click the "New Member" menu item in the Admin screen.</li>
	<li>The New Member form is in two (2) parts:
	<ol type="a">
	  <li>Business info</li>
	  <li>Contact info</li>
	</ol></li>
	<li>Only the Contact info is required, as indicated by the green text.</li>
	<li>If the new member is to be listed in the Business Directory, fill in all known information using both parts of the form.</li>
  <li>Be sure to select at least one business category. You may select up to three categories for the member to be listed under.</li>
  <li>If the new member is an "associate" member, or their business will not be listed, scroll down and fill in the blanks of just the "Contact Information" section.</li>
  <li>Click "Submit" button.</li>
  <li>If any required information is missing, you will be prompted to supply it. Click "Submit" again, to proceed.</li>
  <li>A short message will confirm the member information was added to the database.</li> 
  <li>Go to the Business Directory page and display the new member to confirm the addition, and to review the information for errors.</li>
  <li>If there are errors, invoke the Admin screen again and select "Edit Member".</li>
</ol>
<a class="top" href="#top">Top</a>

<a name="editmem"></a>
<h2>Edit Member</h2>
<h3>
To edit or modify member information: 
</h3>
<ol>
	<li>Click the "Edit Member" menu item in the Admin screen.</li>
	<li>The Edit Member form is in two (2) parts, like the New Member form:
	<ol type="a">
	  <li>Business information</li>
	  <li>Contact information</li>
	</ol></li>
	<li>If the member was initially an unlisted "associate" member only, you may fill in the top "Business Information" section to cause it to be listed in the business directory. Simply supplying a Business Name will cause it to be listed.</li>
  <li>Be sure to select at least one business category. You may select up to three categories for the member to be listed under.</li>
  <li>If the new member is an "associate" member, or their business will not be listed, scroll down and fill in the blanks of just the "Contact Information" section.</li>
  <li>Click "Submit" button.</li>
  <li>If any required information is missing, you will be prompted to supply it. Click "Submit" again, to proceed.</li>
  <li>A short message will confirm the member information was added to the database.</li> 
  <li>Go to the Business Directory page and display the member to confirm the edit and to review the information for errors.</li>
  <li>If there are errors, invoke the Admin screen again and select "Edit Member".</li>
</ol>
<a class="top" href="#top">Top</a>

<a name="newevent"></a>
<h2>New Event</h2>
<h3>
To add a new event: 
</h3>
<ol>
	<li>Click the "New Event" menu item in the Admin screen.</li>
	<li>Type in a name for the event.</li>
	<li>Type in a description of the event. The description editor has some basic tools for styling text, such as making words "bold" "italic", making bulleted and numbered lists.</li>
  <li>You may also upload and place images. To keep from "breaking" the display formats of the site, keep your images small, say, under 200 pixels wide.</li>
  <li><strong>To upload an image:</strong>
  <ol type="a">
    <li>Create and locate an image somewhere where you can find it easily on your computer, say in "My Pictures", "My Documents" or on your Desktop.</li>
    <li>Click the "Upload Image" button.</li>
    <li>Click "Browse..." and locate the image on your computer you wish to upload.</li>
    <li>Doubleclick the image icon, causing its location to appear in the "Send this file" field of the upload form.</li>
    <li>If it is a large image, click the "Also create thumbnail" checkbox, and set the maximum size of the image in the "Max size" field. The default value is 200, a good choice for most site layout styles.</li>
    <li>Ignore the auto-create links checkbox -- it has no use with the admin screen.</li>
    <li>Click "Send File". The image will upload. When the image reaches the server, it will be displayed in the bottom part of the form, along with a thumbnail, if you chose to make one.</li>
    <li>Close the Upload Image window.</li>
  </ol></li>
  <li><strong>To place an image:</strong>
  <ol type="a">
    <li>Click in the Description editor where you wish the image to appear.</li>
    <li>Click the "Insert Image" icon. It is the rightmost icon in the editor toolbar, resembling a small green tree.</li>
    <li>The Insert/Edit image window will pop up. Enter the URL of the image as follows: "../i/uploaded_imgs/yourimagename.jpg", replacing the "yourimagename.jpg" with the actual name of the image you uploaded.</li>
    <li>You can now add an image description, title (shows when you mouseover the image).</li>
    <li>Select an Alignment mode from the pulldown list. "Right" or "Left" is recommended to prevent using a lot of space in the event displays.</li>
    <li>Type "2" in the "Horiz space" blank to separate the text from your image a bit.</li>
    <li>Click "Insert". The window closes and if all went well, your image appears in the Description editor where you put it.</li>
  </ol></li>
  <li>Enter the date the event will occur on in the format "yyyy-mm-dd", or click the little calendar icon and choose a date from the popup calendar. Clicking a date in the calendar will close it, and the date will fill in automatically.</li>
  <li>Choose a "Venue" for the event; Public is the default, for public-access events. The other choice is events private to staff or board members of your chamber or organization.</li>
  <li>Choose a start time and end time for the event.</li>
  <li>To make the event recurr on the same day of the week and week of the month, click "Recurrs", and enter the number of months ahead you wish events to propagate. Events on this day of the week and week of the month will be created in each month ahead to the number you specify.</li>
  <li>Click "Submit".</li>
  <li>A short message will confirm the member information was added to the database.</li> 
  <li>Go to the approprate events page and display the event to confirm the edit and to review the information for errors.</li>
  <li>If there are errors, invoke the Admin screen again and select "Edit Event".</li>
</ol>
<a class="top" href="#top">Top</a>

<a name="editevent"></a>
<h2>Edit Event</h2>
<h3>
To edit an event: 
</h3>
<ol>
	<li>Click the "Edit Event" menu item in the Admin screen.</li>
	<li>Choose an event to edit, by filling in a keyword that might identify the event by its name or description and click "Search". If you leave the blank empty, all events will be listed.</li>
  <li>The color of the date of the event denotes the event type. The types are:
  <ol type="a">
    <li>Black = Normal one-time public or chamber event</li>
    <li>Red = Master recurring event.</li>
    <li>Green = Recurring event "clone".</li>
  </ol></li>
  <li>Find the event you wish to modify in the list. Events are paged 10 at a time. Use the "Next" and "Prev" or the page numbers at the bottom of each page to find your event.</li>
  <li>Click the "Edit" button by the event you wish to modify.</li>
  <li>Proceed to make changes to any field of the event data that allows you to do so. (See also, <em>"<a href="#newevent">New Event</a>"</em> for description editing and image upload/placement instructions.)</li>
  <li>Normal and recurring event "clones" can be moved to a different date and time. Master recurring events cannot be moved to a different date. Deleting a master recurring event will delete all its "clones". If you modify the name or description of a master, you have the option to update all its clones too.</li>  
  <li>To make a normal event a recurring event on the same day of the week and week of the month, click "Recurrs", and enter the number of months ahead you wish events to propagate. Events on this day of the week and week of the month will be created in each month ahead to the number you specify.</li>
  <li>Click "Submit".</li>
  <li>A short message will confirm the member information was added to the database.</li> 
  <li>Go to the approprate events page and display the event to confirm the edit and to review the information for errors.</li>
  <li>If there are errors, invoke the Admin screen again and select "Edit Event".</li>
</ol>
<a class="top" href="#top">Top</a>

<a name="newcat"></a>
<h2>New Category</h2>
<h3>
To add a new business category: 
</h3>
<ol>
	<li>Click the "New Category" menu item in the Admin screen.</li>
	<li>Enter the name of the new category.</li>
  <li>Click "Submit".</li>
	<li>The category will automatically get a new id number and become immediately available to be used in the New Member and Edit Member forms.</li>
  <li>A short message will confirm the category was added to the database.</li> 
  <li>Click Edit Categories, and confirm the new category appears alphabetically in the list.</li>
  <li>To make corrections to category names, invoke the Admin screen again and select "Edit Category".</li>
</ol>
<a class="top" href="#top">Top</a>


<a name="editcat"></a>
<h2>Edit Category</h2>
<h3>
To change a business category: 
</h3>
<ol>
	<li>Click the "Edit Category" menu item in the Admin screen.</li>
	<li>Enter a keyword to find a category.</li>
  <li>Click "Search".</li>
	<li>One or more categories will be listed. Page through the list using the "Next", "Prev" and page numbers at the bottom of the list if necessary.</li>
  <li>Click the "Edit" button near the category you wish to edit.</li>
  <li>You may change the name of the category or delete it entirely.</li>
  <li>Click "Submit" to save the category, "Cancel" to abort editing with no changes, or "Delete" to remove the category from the database.</li>
  <li>A short message will confirm the category was returned or removed from the database.</li> 
  <li>Click Edit Categories again, then Search, and confirm your changes in the category list.</li>
</ol>
<a class="top" href="#top">Top</a>


<a name="editsite"></a>
<h2>Edit Site Content</h2>
<h3>
To edit site content other than member data and events: 
</h3>
<ol>
	<li>Click the "Edit Site Content" menu item in the Admin screen.</li>
	<li>The "Content" screen will appear.</li>
	<li>Select the content you wish to edit from the list.</li>
	<li>For help with editing content, click the Help menu in the Content screen at any time.</li>
</ol>
<a class="top" href="#top">Top</a>

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