Collage Cheatsheet

STEP 1: LOGIN TO COLLAGEGo to collage.eushc.org (or accessible from the Intranet)

1.Login using your Emory Healthcare system username and password

2.Select your project: www.emoryhealthcare.org (EHC live site) www.eushc.org (Intranet)

Don’t have Collage access? Contact your Access Coordinator and request Collage access. For more help, contact Evelyn Burkett (for Intranet) at [email protected] or Sara Valkova (for Internet) at [email protected].

www.emoryhealthcare.org | www.eushc.org

OVERVIEW: WHAT AM I SUPPOSED TO DO IN COLLAGE?

1. Login to Collage

2. Create a New Task

3. Create a New Asset and/or Open an Existing Asset

4. Add or Change Content

5. Save and Close Your Work

6. Complete the Task

http://www.emoryhealthcare.org/

http://www.eushc.org/

mailto:[email protected]

mailto:[email protected]



STEP 2: CREATE A NEW TASK

In order to edit web pages (called “assets”), you must first open a task (similar to a work folder) or create a new one if you don’t have a task already.

CREATE A NEW TASK

1.In your inbox, click on the Create A New Task symbol

2.Select your task template

• EUSHC: choose “Edit Content”

• EHC Live: choose your department

3.Name your task and add a description of the work you are doing, click NEXT

4.Add users (User Assignment) – Click Add, find your ID, click the -> to add, click OK

• EUSHC: you must add all users to each phase of the task (Edit, Review & Approve).

• EHC Live: department users are automatically populated into the task. If you do not see your ID in the Edit phase, add it.

5.Click FINISH.




STEP 2: CREATE A NEW TASK (continued)

OPEN A TASK

Now OPEN the task by clicking on the name of the task. This will load a new window showing you information on your task.

WHERE DO I FIND MY PAGES?

To find your web pages and work on them, select the CONTENT tab from the top dark gray bar underneath the Collage Classic logo.

Navigate to your department folder (see the red shaded area) and click on your folder.


Tip: Follow your URL

For example, if I want to work on this page http://www.eushc.org/supportcenter/infotrain/Collage/index.html, I will navigate to the “supportcenter” folder, then the “infotrain” folder, then the “Collage” folder, then find the asset named “index.html”. Each slash “/” represents a new folder in the navigation.




STEP 3: CREATE A NEW ASSET OR OPEN AN EXISTING ASSETRemember! Asset = Web Page

Navigate to the appropriate folder.

CREATE A NEW ASSET

1. Click on NEW DOCUMENT.

2. Fill in your page information. **Remember to use lowercase letters for the name of the page!

3. Fill in the METADATA when your new asset opens.

OPEN AN EXISTING ASSET

To open an existing asset, just click on the blue file name.

Your page will open in a new window. When you open your asset, you are “checking it out”. You may see this symbol (but with your ID) next to your asset name. You cannot work on an asset without checking it out first. Also, if you see an asset is checked out already, you cannot open it. If you need to work on it, please contact the person who has it checked out. Perhaps they forgot to check it back in.

Note: Don’t open any assets with a RED bar next to them. That means the asset is in another task.

Fill in the following information:

• Name: This is the page’s file name. Use only lowercase letters.

• Description: This is used for your own convenience to determine what is on this page.

• Department: This ensures that your page will have your Dept title listed in the upper right of the page.

• HTML Description: This description is used by our internal search engine.

• Keywords: These are searchable words and phrases for search engines.


STEP 5: SAVE AND CLOSE YOUR WORK

When you have finished working on your page, press SAVE . This will save your work.

To close your page, click on EXIT . If you do not click exit, it will not check in properly.

NEED TO WORK MORE ON YOUR PAGES BUT NOT TODAY….

Click on CLOSE TASK in the Home section.

When you’re ready to work on your task (pages) again, simply reopen the task and continue.


STEP 6: COMPLETE THE TASKSo now you are finished with all your pages in your task and you are ready to go live.

YOU ARE FINISHED AND WANT YOUR PAGES TO GO TO THE LIVE WEB SITE…

Click on DONE in the Home section.

• EUSHC: you are your own approver. You must complete all three phases before deployment is possible (Edit, Review, Approve). Click DONE when you complete each phase.

• EHC Live: When you click DONE, the task is sent to the Web Master for approval.

WHEN DOES MY WORK GO LIVE?

Once approved, the asset will go live in the next scheduled deploy. You can expect to see your work live after the deploy is complete.

STEP 4: ADD OR CHANGE CONTENTOpen the page you wish to work on and commence your update.(See the following pages for more in-depth information on what you can do to your pages.)

• Bold , Italicize , and Underline your text

• Change the text color

• Align my text (Left, Center, Right)

• Indent my text

• Outdent my text (e.g. your previous line is indented and you can’t figure out how to make your next line go back to the left)

• Add images

• Add links to other pages/documents or other Web sites

• Add tables

• Make a bulleted list

• Make a drop down anchor (e.g. great to use in FAQ pages where the question is at the top of the page and the answer farther to the bottom of the page)

What can I NOT do?

• Change the font, size or style of your text. Always use the automatic settings.

Note:

EUSHC: you may add your own images and documents.

EHC Live: you must send your images and documents to the Web Master for uploading.


CREATING A NEW TABLE

1.Click on the table button in the toolbar.

2.Select INSERT TABLE to insert a new table.

3.Insert the number of rows and columns, the alignment of the table, border size, etc. **It is a good idea to know in advance how many columns and rows you need.**

WORKING ON AN EXISTING TABLE

If a table exists and changes are needed, then select the table you want to work on, press , then select EDIT TABLE.

To insert a new ROW, CELL, or COLUMN, place the cursor inside the table you want to work on, press , then select the appropriate command. A new box will open, select Above, Below, Right, or Left (choose where you want to add your new row, cell, or column.

To delete a row, cell, or column, place your cursor inside the cell you want deleted. Press , then select the appropriate command.

To merge a column or row, place your cursor inside one of the cells you want to merge, press , select MERGE CELLS. A new box will open, select the number of cells to merge and the direction.

To change an individual cell, place your cursor inside the appropriate cell, press , select CELL SETTINGS. A new box will appear which allows you to change the color, width, height, etc., for that particular cell.

TOPIC: TABLES

Fill in the following information:• Columns• Rows• Border (1 or zero) • Align (NONE, Left, Right, Center)• Cell Padding (how much space do you need

around the table – similar to text wrap)• Cell Spacing (how much space do you need

around columns and rows inside the box• Background (colors, if any)


LINKING TO A DOCUMENT

Note: You can link to Word and PDFs only.

1. Send the document to the Web master to upload into the designated folder. If you are sending a Word document, please state your preference as to whether this document should open in Word or as an html page (i.e. can users change your doc).

2. Highlight the text or image you want to link.

3. Press the link button in the toolbar.

4. Navigate to your folder….click on the appropriate document. Don’t forget to define the target (i.e. do you want to open a new window browser?)

5. Click OK

TOPIC: LINKS

This is where you will find your

document.

Navigate here

LINKING TO AN EXTERNAL WEB SITE

Note: When linking to an “external” Web site (i.e. not Emory), you must define the target as NEW WINDOW.

1. Highlight the text or image you want to link.

2. Press the link button in the toolbar.

3. Go to the EXTERNAL tab

4. Click on NEW LINK and fill in the Name and URLNote: When copying in your URL, remove the http:// as it is already defined. Click OK.

5. Define your Target as NEW WINDOW. Click OK.

LINKING TO AN E-MAIL

Follow Steps 1-3 for “Linking to an External Web Site”, then…

1. Click on NEW LINK…

2. The NAME is the person whose e-mail you are linking to

3. Change the URL to mailto: and put the e-mail address into the URL box.

4. Click OK

MAKING AN ANCHOR LINK

Use this type of link to allow users to drop to another part of your page, e.g. the middle, the bottom, or even back to the top.

1. Create the anchor link by clicking . Name your anchor. Be sure to place this anchor in a position just above where you want your user to be after the link (e.g. if you want a “return to top”, place the anchor in the title of the page; if you are linking to the middle of the page, place the anchor just above the text you’re linking to)

2. Now, highlight the text you want to link. Click on LINK .

3. Go to the CURRENT PAGE tab. Click on the correct anchor link. Click OK.

Note: This is a tricky one the first time. Call if you need help.

Documents

Collage Cheatsheet