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Overview
Listing tab
Organizer tab
Preview tab
Settings tab
Contents tab
Cases tab
Response tab

Create page wizard



Overview

The Page manager is the central part of the administration portal. In this section different types of pages can be created, organized and edited.

The Page manager consists of 7 views with their corresponding links as tabs seen in Figure 1a and 1b (Organizer, Listing, Preview, Settings, Contents, Cases and Response). When the Page manager is opened from the left menu, the default selected tab is the page Listing view (Figure 1).

Fig 1a. The page Listing view is the default tab in the Page manager.


Fig 1b. The Tabs of the Page manager.




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Listing tab

In the page listing view all pages added by the logged in user are listed in a table (Figure 2). If there are more than 10 pages added, a pager will be shown on the bottom of the page. To show more than 10 pages at a time, you can select the number to show from the dropdown control up to the right on the page (Fig 2, "Pages to show").

The listed pages can be sorted according to Page Title, Date, or portal Folder stored in, by clicking the links above each column in the page table. The last two columns in the table are links to either Edit, or Preview the page (Figure 2).

By default both your own pages, and pages which have been shared with you are listed. You can uncheck either of the "Own pages" or the "Shared pages" checkboxes to narrow your page listing.

To add a page (without specifying the folder) you can click the blue "Add new page" button above the page listing (Figure 3). How to add a page

Fig 2. The page Listing view, sorted according to Date.


Fig 3. The 'Add new page' button in the page listing view.




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Organizer tab

To the left in the page Organizer view there is a page folder tree, corresponding to the browsing structure on the whole portal website. For example the "Slide collections" and "Events" folders are the two main sections on this portal web site (Figure 4). The subfolders in these sections of the folder tree also function as portal pages, with HTML contents and listings of pages and subfolders.

The top level in the folder tree is called "Home", but storing pages in, or adding subfolders to this folder is not allowed. Also, the first level of subfolders are also locked for editing by default (except for the portal ("superuser") administrator).

As in the Listing view, you can add slide pages also in the Organizer view, but here the added page will automatically be stored in the current (selected) folder. To the right of the "Add new page" button is the "Add subfolder" button (Figure 4). Note that if you are not eligible to add pages or subfolders in the current folder, the buttons will not will be visible.

Fig 4. The page Organizer view, listing all pages in the 'Seminars' subfolder in the 'Events' folder.

When the "Add subfolder" button is clicked, a new folder called "New folder" appears in the page folder tree, as a subfolder to the current folder (Figure 5).

Fig 5. A subfolder has been added to the 'Seminars' folder.
The caption of the new folder is 'New folder' by default.


To edit the newly added folder (or any other folder you are eligible to edit), click on the folder in the folder tree to the left. In the organizer there are 3 tabs representing 3 different views of each folder with different functions (Figure 6): "Pages in folder", "Edit folder", and "Move folder" In the default view (the "Pages in folder" tab), all pages stored in this folder are listed. Note that you can only see pages created by you.

To edit the the contents and settings of the folder istself, click on the "Edit folder" tab (middle in Figure 6). If you are not eligible to edit the current folder the tab link will be disabled (appear gray).

Fig 6. The three Tabs of the folder in the page Organizer.
Selected is the 'Pages in folder' Tab


Clicking the "Edit folder" tab link opens the view in Figure 7.

Fig 7. The 'Edit folder' view in the page Organizer


The elements in this view are (Fig 8):

Folder caption: This is the caption of the folder as seen in page listings and links on the portal.

Folder Title in browser: This is the title seen in the upper border of the browser window

Folder URL: If checked, this URL will be used as the web address instead of the caption. If you wish to include whitespaces or other characters in the caption, it is recommneded to use a separate, more simple URL as the address. For example in Figure 7 the caption of the folder is "New folder", while the fail-safe URL address if "Newfolder".

Short description shown when browsing: Text entered here is shown either as a toolip, or as a short description of the folder page in search or browsing listings.

Show as heading: When the folder page is viewed in the browser, the Caption, Title, URL, or none, can be shown as the heading on the page.

Folder page logo/image: If an option is selected from the dropdown list, this logo or image will be shown as the thumbnail of the folder page, and if checked below, also on the left side of the folder page. A hyperlink can be added to the logo image.

Page sorting: When pages stored in this folders are listed, they will be sorted according to this setting. If you select "Manual", a control for sorting pages will be displayed in the "Psges in folder" tab.

List subfolders as: On the folder page, subfolders can either be listed as just small icons, or as a logo with caption

Folder type: This is a quick way of tagging the folder page as a certain type. Clicking the "Not set" control will remove the folder type tag.

Administrators can: If you are the administrator of this folder, you can give the rights to other administrators to store pages and add subfolder in this folder.

Show HTML contents: If checked, the HTML code entered below, by clicking the "Edit HTML contents" will be displayed on the folder page (Figure 7 & 8).

Fig 8. The controls of the 'Edit folder' view in the page Organizer

Fig 9. Clicking the 'Edit HTML contents' button displays the online HTML editor




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Preview tab

When a page is selected by clicking either the "Edit" or the "Preview" link in the page Listing or Organizer tabs, the rest of the tabs (Preview, Settingsm Contents, Cases, Response) become enabled and clickable. The direct link to the page (above the tabs) is also displayed, as well as the full page link down on the page.

In the Preview tab the page can be conveniently displayed without leaving the Page manager (Figure 10).

Fig 10. The Preview tab in the Page manager.




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Settings tab

The "Settings" tab of a page in the Page manager contains administration controls not directly concerning the contents of the page (Figure 11).

The tab is divided into five subsections, of which the General page settings section contains a dropdown control for selecting the portal folder to store the page in.

If the "Page is an event" checkbox is checked (Fig 11), you can select an "Event date", and also check whether to list the page among the upcoming events. You can also take the page offline by unchecking the "Online" checkbox. If the "Hidden in portal" checkbox is selected, the page is accessible through a direct link in the browser, but it is not listed when browsing folders or searching the portal.

Fig 11. The Settings tab in the Page manager.

The other sections of the Settings view are initially hidden. You can display the Language settings, Page display settings, Access permissions and Page tags sections by clicking the corresponding "Edit" button in the right margin.

When you expand the Language settings section (Fig 12), already added languages for this page are listed, and the deafult language is indicated. You can add a new language to the page by selecting it from the dropdown list, and pressing the "Add language" button. All cases, case slides, case questions etc will thus be updated with the new language.

Fig 12. The Language settings section in the Settings tab of the Page manager.

If there are more than one language added to the page you can click the "Set as default" link to change the default language (Figure 13). Note that you cannot delete the default language from a page. If the language you wish to delete is the default language, you should first set another language as the default.

Fig 13. On this page French can be set as the default language by clicking the link.

In the Page display settings section you can find the following controls (Figure 14):

Show cases: Here you can select if all cases should be displayed together on one single page, or if one case should be displayed at a time with a case navigation pane below the case.

Show annotations: If "Personal only" is selected the user can make annotations, but they will only be visible to him or herself. If you select "Public & personal" the user can choose whether the annotations are visible only to himself or to other users (Public).

Feedback controls: If "Rate this page" is checked a five-star control will be displayed down on the page. A user can rate the page once per viewing session, and the average rating can be displayed for example in page listings. To show a feedback form specific to the current page you can check the "Feedback form" option

Header image: Here you can either select a Logo to display as the page header image, or a thumbnail image of a slide on the page.

Logo has hyperlink: If a logo is selected for the page, you can add a clickable link to the image with the address specified in the textbox.

Fig 14. The Page display settings section has been expanded in the Settings tab of the Page manager.

In the Access permission section access to the page can be set either to "Public" (anyone can view the page), or "Restricted" (only specified users can view the page) (Figure 15). If access is restricted you can select which users, or user groups have the rights to view the page, by clicking the user or group names. If the user name is green access is granted. By clicking the name again access is toggled off. With the checkboxes you can choose whether to show User groups, Single users, or Only users created by yourself.

Fig 15. The Access permission section has been expanded in the Settings tab of the Page manager.

In the Edit rights sharing section you can select users who will have edit rights to the slide page. By allowing edit rights to a user the user will be able to edit all aspects of the slide page, including also all Cases added to the page. Users are selected by clicking first the blue Edit button in the right margin (Fig 16), and then selecting users as in Fig 15.

Fig 16. To share edit rights to the whole page, click the blue Edit button in the right margin.

In the Page tags section you can add or remove page tags (Figure 17). The blue "Add & remove tags" button will display the tags overlay (Figure 18).

By clicking one of the icons in the Page type row, you can set the type of the page, making it appear in corresponding browsing listings and searches.

If an Organizer is selected for the page, it will be listed in searches, or when browsing by organizer.

To unset the Page type or the Organizer tags, you can click the "Not set" link in the corresponding category.

Fig 17. The Page tags section has been expanded in the Settings tab of the Page manager.

In the Page tags overlay tags for the page are toggled ON or OFF by clicking them. Tags with a green background are currently selected. In the top of the overlay is a listing of all tag categories. By clicking a categry link all tags within this category will be listed for ON/OFF toggling.

When finished clicking Close or Done will restore the Page settings view.

Fig 18. The Page tags overlay in the Page manager.




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Contents tab

The Contents tab of the Page manager has controls for editing the contents of the page, except for the cases (Figure 19).

The elements of the page that can be edited are the Page name (URL name), the Page title in browser, a Short description, the Page header and the Page footer.

If there are more than one language added to the page, you can switch between lanuages by clicking the abbreviation icon up in the right corner ("en" in Figure 19).

Page name (URL name): This is the name of the page as it appears in the URL address in the browser. There should be no end extension (for example .htm). Please do not use special characters or whitespaces.

Page title in browser: This is the title of the page as it appears in the top border or when bookmarked in the browser. In page listings it is also the title of the page that is displayed.

Short description shown when browsing page lists: In searches and page listings this text is displayed as a short description of the page.

Fig 19. The Contents tab in the Page manager.

The Page header and the Page footer can be edited by clicking the Edit buttons in the right margin (Figure 19). In the editor text can be entered in either Design or HTML mode.

When you are finished editing the Header or Footer, please remeber to save your changes by clicking the "Save changes" button. Instead of the editor you will then see a preview of the header or footer.

Fig 20. The Page header section is expanded for editing in the Contents tab of the Page manager.




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Cases tab

When a slide page has been selected ín the Organizer or in the page Listing tab, the Cases tab can be opened by clicking the Cases tab (Figure 21). If no case has been added to the page the view will be empty except for the "Add case" button and the template dropdown list. If cases have been added, they will be listed as clickable icons in a row (one case added in Figure 21).

To add a new case, first select the template you wish to use for the new case from the dropdown list. When the "Add case" button is pressed, a new case based on the selected template will be added to the right of the last case icon.


Fig 21. The Cases tab in the Page manager. One case added but not selected for editing

To edit a case, click on the case icon (Fig 21) and the case can be edited in the view below the case icons (Figure 22). Below the icons row the Cases view is divided into 7 sections:
Case heading & tags, Case History, Diagnostic information , Case settings, Case slides, Case questions and Attachments.

Fig 22. A case has been selected in the Cases tab in the Page manager.


The Case heading & tags section (Figure 23) can be found right under the case icon row. The section is expanded by clicking the "Edit" button in the right margin (Figure 22).

On the portal page, or in the Preview tab, the case heading is displayed above the case history. Case tags are added in the same way you add tags to the page itself, i.e. in the tags overlay tags for the case are toggled ON or OFF by clicking them (Figure 24). Tags with a green background are currently selected. In the top of the overlay is a listing of all tag categories. By clicking a categry link all tags within this category will be listed for ON/OFF toggling.


Fig 23. The Case heading & tags section of the Cases tab in the Page manager.

Fig 24. The Case tags overlay in the Cases tab of the Page manager.


The Case history can be edited by clicking the Edit button in the right margin (Figure 22). In the editor text can be entered in either Design or HTML mode (Figure 25).

Fig 25. The Case history is edited in the HTML editor.

In the Diagnostic information section you can select whether Freetext and/or Indexed diagnoses are shown on the portal page (Figure 26). You can also add and edit a Diagnosis heading which is displayed above the freetext diagnosis and indexed diagnoses list on the portal page.

Fig 26. The Diagnostic information section in the Cases tab in the Page manager

To add an indexed diagnosis to the case you can enter 4 characters contained in the diagnosis (numbers or text), and then selecting one of the suggested diagnoses (Figure 27). Any number of indexed diagnoses can be added (Figure 28).

Fig 27. When 'mening' is entered in the textbox, the server lists all matches from the database.

Fig 28. The indexed diagnosis has been added and is now listed.

By expanding the Case settings section you can edit the following items (Figure 29):

Case code (internal use): This is a field for your own purposes, if your case is indexed in another application.

Own comments: These comments are not displayed on the portal page.

Edit rights: If the Case has been shared with other users, they will be listed here. To add edit rights, or remove already granted rights, click the blue Edit button as seen in Figure 27. This will open a list of users (as in Fig 15) where you can toggle edit rights ON and OFF by clicking the username links. A green username means the user has edit rights to the Case.

Slide thumb layout: You can select to list slide thumbs either vertically (to the left of the text), or horizontally (beneath the case text).

Display case: You can easily take a case offline (without deleting it) by selecting "No" on this option.

Allow user comments: If you allow comments a button will be visible to the user, enabling commenting.

Dg & discussion is visible: If you select "After clicking a link", the diagnosis and discussion part of the case will initially be hidden, but expandable in the browser by the user. "Always" means that this part is expanded by default. If "Never" is selected this part is not viewable.

Dg & discussion link: This is the text of the link expanding the diagnosis and dicussion part, if initially hidden.

Fig 29. The Case setting section of the Settings tab in the Page manager.

The Case slides section is divided into 4 tabs: List slides, Add slides, Upload and Edit slide (Figure 30).

The default tab is List slides, where all slides added to the case are listed. In the Add slides tab new slides can be added to the case. If a slide is clicked in the List slides tab, the Edit slide tab will be displayed.

In the List slides tab, slides can be sorted by clicking the blue arrows above the thumb images (Figure 30). This will move the slide one step either to the left or to the right. If the red cross above the thumbnail is clicked, the slide will be removed from the Case (if confirmed in the next step).

Fig 30. The Case slides section of the Settings tab in the Page manager.

To add a slide or a snapshot to a case, click the Add slides tab (Figure 31) to display the Slide manager folder tree (Figure 31). Then navigate to the folder containing the slides you wish to add, and select them in the checkboxes to the left of the small thumbnail images.

Clicking the blue "Add selected slides" button will add the slides and switch to the List slides view. The newly added slides will be to the right in the slide list, with the slide caption copied from the Slide manager Organizer.

If you wish to add an empty slot bewtween two slides, for example for an upcoming slide, you can click the "Add placeholder" button (Fig 31). The placeholder can be sorted and removed as ordinary slides.

Fig 31. Adding a slide to a case in the Cases tab in the Page manager.


To allow quick addition of snapshots, you can click the Upload Tab (Fig 32). Select the snapshot to upload from your computer, select the destination folder, and click "Upload" (Fig 32). The snapshot will then be added directly to the current Case.

Fig 32. Uploading a snapshtot directly to a Case.


To edit a slide which has been added to a case, click the thumbnail icon of the slide (Fig 30). This will display the Edit slide tab of the Cases section (Figure 33).

The first field in this tab is the Caption of the slide. This is the text appearing below the thumbnail on portal pages, and also in the viewer window below the overview window. The following field is a freetext description of the slide which can be shown in the viewer, or as a tooltip on portal pages. This can be controlled from the last element in this tab, i.e. the "Display as Tooltip" checkboxes.

Topographical information about the slide is entered in 3 levels ("Topography lvl 1-3" in Fig 33). After selecting the first level, the dropdown with the second level organds will be filled and selectable.

Morphological information about the slide can be indexed by writing at least 4 characters contained in the diagnosis (numbers or text), and then selecting one of the suggested diagnoses. Freetext can also be added in the field.

Please remember to press the "Save changes" button to commit any changes to the slide.

Fig 33. Editing a case slide in the Page manager.

Case slides (not snapshots) can have multiple layers. To add a layer to a case slide, click the blue "Add layer" button seen abow in Figure 33. This will again display the Slide manager folder tree with checkboxes for selecting slides to add as layers. Clicking the "Add selected as layers" will add the new layer(s) and close the Slide manager folder tree.

Fig 34. Selecting slides as additional layers in a case slide.

If more than one layer has been added to a case slide the multilayering controls will be displayed (Figure 35). From the dropdown you can select the default viewing mode, and with the checkboxes you can select which viewing modes are allowed in the viewer.

Side-by-side: The viewer is split into smaller viewing windows, so that each layer is loaded into its own window. When panning and zooming all layers can be synchronized or not.

Layered: All layers are shown in the same window, but on top of each other with variable transparency, for example generating a focusing effect.

2 windows+selector: The viewer will be split into 2 windows. Both the windows will have a dropdown list from which the active layer slide can be selected. When panning and zooming the windows can be synchronized or not.

2 layers + selector: There will be two layers in the viewer. Both layers will have a dropdown list from which the active layer slide can be selected.

The "Number of columns" controls how the viewing windows are positioned in side-by-side mode. For example if this option is set to 1, all windows will be positioned above each other in a single column. In layered view mode the caption of the layer transparency slider is set in the "Layer slider caption" textbox.

The sort order of the layers can be set by clicking the blue arrows to the right. Clicking the red cross (Figure 35) will delete the layer, if confirmed in the next step.

Fig 35. Two layers have been added to this case slide. As Layer 1 is the default it will function as the thumbnail image.

The Case questions section is divided into 3 Tabs: List questions, Add question and Edit question (Figure 36). The default is the List questions Tab, where added questions can be sorted by clicking the blue up and down arrows, or deleted by clicking the red cross on the right side of the arrows.

Fig 36. The Case questions section of the Cases tab in the Page manager.

Questions are added by first cliking the "Add question" tab link (Fig 36), and then the blue "Add question button" within the tab (Figure 37).

Fig 37. Adding a question to a case in the Page manager.

When a question has been added (or the "Edit question" link has been clicked), the question is displayed in the Edit question tab (Fig 38). To the left you can select the type of question (Textbox, Radiobuttons, Dropdown, Checkboxes and No answer). Below the question type selection is a checkbox for requiring an answer by the user. If this is checked, the user will not be able to submit an empty answer for this question.

Please note that the last option is intended for adding a textrow in between questions if needed (with no user input). The Checkboxes question type can accept multiple answers from the users (1-n/n), while the Radiobuttons and Dropdown types can only have one answer option selected. If Textbox is selected the answer is entered as plain text by the user.

Fig 38. The Edit question tab.

If the question type is set to Radiobuttons, Dropdown or Checkboxes, you can add question options for the question (Fig 38-39). Options are added by clicking the "Add question option" link. Each option can be edited by clicking the "Edit option" link, displaying a text box for entering the caption of the option, and a checkbox to indicate whether the option is correct or not (used in autocorrection and statistics).

Options can be sorted by clicking the blue move up and move down arrows, and deleted by clicking the red cross to the right (Fig 39).

Fig 39. The Edit question tab.

In the Attachments section you can upload for example a handout to the case. Accepted file formats are pdf and MS Powerpoint.

Fig 40. The Attachments section of the Cases tab in the Page manager.




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Response tab

The rightmost tab of the Page manager is the Response tab (Figure 41). This tab is divided into 3 sections: Vistors, Answers and Comments.

Fig 41. The Response tab in the Page manager.

The Visitors section consists of a visitor table to the left, and a chart of visitors on the page to the right. The time of the last visit is indicated, and you can reset the visitor counter from the blue "Reset counter" button (Figure 42).

Fig 42. The Visitors section in the Response tab.

The Answers section (Figure 43) is in its turn divided into 4 tabs: Summary, Detailed, Graphical and One-by-one

In the Summary tab you can quickly see the number of submitted answers, the number of users submitting an answer, and when the last answer was submitted. You can delete answers prior to a specific date, and you can open all answers in an Auto-corrected Excel sheet.

In this tab you can also set an SMS number, and/or an email address, to receive an alert when an answer is submitted. Please note that if emailing or SMS service is not setup on the portal, these options will not be anabled here.

Fig 43. The Summary tab of the Answers section.

The "Open Excel file" link will generate an Excel sheet (Figure 44) containing two tables: a listing of the questions and a table showing all answers with each user session on a row. If the user was not logged in the Username column value will be set to Anonymous. The three following columns show the number of Submitted answers, Submitted MC (multi choice) answers, and the number and proportion of correct MC answers.

The rest of the table lists the answers question by question, with auto-corrected correct MC answers indicated with green cell background coloring and red cell background for incorrect MC answers.

Fig 44. Auto-corrected answers in an Excel sheet in the Response tab.

In the Detailed tab of the Response view (Figure 45) the summary of the answers can be viewed in more detail. MC questions are listed separately with the count of all question options listed and colorcoded green and red (green=correct option, red=incorrect). To the right a proportion of correct answers is shown for each MC question.

Text questions are listed below the MC questions, with the proportion of non-empty answers indicated.

Fig 45. The Detailed tab in the Response view of the Page manager.

In the Graphical tab of the Response view (Figure 46) the questions are listed as in the Detailed tab, except that the MC answers are presnted in pie charts instead of as numbers.

If "Explode correct" is checked, the MC options indicated as "correct" will be separated from the rest of the pie chart. In Figure 46 the first question is a 1/n (only one selectable) type MC question, therefore only one option is "exploded". The second question is of type 1-n/n (checkboxes), with more than one possible correct answers, therefore two options are "exploded" in this sample.

It is also possible to chart correct vs incorrect answers for MC questions, by checking the "Correct vs incorrect" option above the graphs (Figure 47).

Fig 46. The Graphical tab in the Response view of the Page manager.

Fig 47. Correct vs incorrect answers charted in the Response tab of the Page manager.

In the One-by-one tab of the Response view (Figure 48), submitted answers can be browsed one at a time. The name of the user submitting the current answer is displayed above the answers, on the same row as the controls to navigate in the answers (Previous, Next, Answer session Nr). Correct answer options are indicated with green font color.

Fig 48. The Response tab in the Page manager.

Comments submitted on the cases of the page are listed in the lowest section in the Response tab (Figure 49). For each case the number of submitted comments is shown, and a "Show" link for displaying the comments of a case.

Fig 49. The Comments section of the Response tab in the Page manager.

Clicking the "Show" link will list all submitted comments of a case (Figure 50). As the administrator you can choose to hide a comment ("Visible" is unchecked), delete it ("Delete" link), or edit it ("Edit" link).

Fig 50. The Comments section of the Response tab in the Page manager.

When a comment is opened for editing (from the "Edit" link), you can change the Signature as well as the Comment text (Figure 52). Editing a comment will change the comment as it appears on the portal page, but you will be able to see the original comment in the Response tab by clicking the "Show original" link which appears after editing a comment.

Fig 52. The Comments section of the Response tab in the Page manager.



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Create page wizard

In the Page manager you can add a new page either in the Organizer tab or in the Listing tab. Clicking the blue "Add new page" button in either of the tabs will display the controls seen in Figure w-1.

To continue you should first select a page template from the dropdown list. When you have selected a template for the new page, you can either create the page by following a 9-step wizard (Create page and start wizard button), or by clicking the "Create page without wizard" button. If you choose not to follow the step-wise wizard you can edit all settings as usually in the Page manager.

Fig W-1. Adding a new page. First select a page template, then click the either the 'Create page and start wizard', or the 'Create page without wizard' button.

When the "Create page and start wizard" button (Fig W-1) is clicked, a new page is created based on the selected template. The age is thus completed with the basic settings already at this step. The wizard is launched and will help in configuring the most important aspects of the new page. It is however possible to leave the wizard at any step, and instead configure the page manually.

In Step 1 of the wizard (Fig W-2), the name and title of the page are entered. The name is the URL address and should contain no special characters, for example no white spaces. The title is the text appearing for example in the upper banner of browsers and seen in browser bookmarks, histories etc. The page header text is entered in a HTML editor box (Fig W-2). To continue, click the blue "Save & continue to next step" button.

Fig W-2. Step 1 of the wizard, URL, title and page header text.

In Step 2 of the wizard (Fig W-3), a first Case is added to the page. You can edit the default Case heading and the Case history. When the wizard ends you can add more cases to the page in the Cases tab of the Page manager. To continue, click the blue "Save & continue to next step" button.

Fig W-3. In Step 2 a first Case is added.

In Step 3 of the wizard, slides and snapshots are added to the Case. Images can be added from your Slide manager (Fig W-4), or uploaded directly from the "Upload slides" tab seen also in Figure W-4.

Slides already added to the Case can be listed in the "List slides" tab (Fig W-5), and the slide info edited by clicking on the slide thumbnail. Clicking the thumbnail image will open the "Edit slide" tab seen in figure W-6.

To continue, click the blue "Continue to next step" button.

Fig W-4. A slide has been selected in the Slide manager.


Fig W-5. The 'List slides' tab of the wizard. Clicking the thumbnail image will open the 'Edit slide' tab seen in Figure W-6

In the "Edit slide" tab (Fig W-6) the default caption of the slide can be edited, and an optional description can be added. Also the topography and morphology info can be added as in the organizer of the Slide manager.

Fig W-6. The 'Edit slide' tab of the wizard.

In Step 4 of the wizard (Fig W-7), you can add one or more questions to the page. To add a question, click the blue "Yes, click to add a question" button.

When the first question has been added it will be opened in edit mode (Fig W-8). Editing questions in the wizard is similar to editing questions in the Page manager.

When changes have been saved, already added questions can be listed in the "List questions" tab of the wizard. To add another question, clik the "Add question" tab (Fig W-8).

Fig W-7. Step 4 of the wizard.


Fig W-8. Editing a question in the wizard.

In Step 5 of the wizard (Fig W-9), files can be attached to the Case (optional).

Fig W-9. Step5, clicking the blue button will open the upload function in the browser.

In Step 6 of the wizard (Fig W-10), you can set the access rights to the page. If "Only selected users" is checked, you can grant access to specific users by clicking the blue "Click to select users" button (Fig W-10).

Users and user groups are granted access by clicking the user names listed as in Figure W-11. A green coloring means that a user or user group has been granted access to the page.

Fig W-10. Step 6, setting access rights to the page.


Fig W-11. Step 6, setting access rights to the page.

If you wish to grant access to a person who does not have a user account, you can easily add an account by clicking the "Add a new user" button (Fig W-12).

To add a new user an email address as well as a password is required. The new user can change the password later.

Fig W-12. Adding a new user. An email address as well as a password are required.

In Step 7 of the wizard (Fig W-13), you can select users to notify by email or SMS (if enabled on the portal).

If you wish to send notifications, you can edit the email and SMS messages as seen in Figure W-14. You can also specifically select which users or user groups to notify.

Fig W-13. Step 7 of the wizard, notifications.


Fig W-14. Step 7 of the wizard, notifications.

In Step 8 of the wizard (Fig W-15), you can choose to receive alerts from the server when answers to questions on the page are submitted.

If you enable alerts on the page, you can edit the email adress and/or SMS number (Fig W-16) to which alerts will be sent when someone submits an answer to a page questions.

Fig W-15. Step 8 of the wizard, alerts.


Fig W-16. Step 8 of the wizard, alerts.

In the final step, Step 9 of the wizard (Fig W-17), you are prompted to inspect the generated page. You can also send notifications to optionally selected users (Step 7).

There are also links to adding more cases to the page, and viewing page response (both performed in the Page manager).

Fig W-17. The final step of the wizard.



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