Welcome/Custom/Navigation Tabs and Links Troubleshooting Guide
- Drag and drop one of these widget types
- Switch to HTML mode
- Enter in the HTML code: <a href="YOUR LINK">YOUR TEXT</a>
It’s a best practice that when linking from the system to an external link for administrators to use the entire URL or absolute path in the code. When linking within the system, administrators should use the part of the URL that points to the page or relative path.
For example, the following is code for a relative hyperlink to the transcript page:
The following is an example of an absolute link:
Every time an administrator creates a subject, the system assigns the subject a URL with a unique ID. Administrators can obtain this URL by clicking on the subject within the Subject Management page. This will display the specific link for that subject at in the URL field at the top of the page which should look something like the following:
The ID at the end of the URL identifies that specific subject within the system. Administrators should then use the relative path of the subject URL as a hyperlink on the Welcome Page.
For Knowledge Bank Items use the following steps:
- Upload your document to the desired Topic.
- Click on the title of document and copy the relative path of the Open Close box - this URL will then return the user to this posting.
For Connect Postings use the following steps:
- Upload the document within a Topic.
- Click on the title of Posting and copy the relative path at the top of the page - this URL will then return the user to this posting.
|the administrator wants to link directly to the document||right-click on the title of the document, then select properties.||In the Address field, is the direct URL to the document which can copied and pasted for the hyperlink.|
There are two options in order to make custom pages available to users: place a link on the Welcome Page or add it a link or tab to the Navigation Tabs and Links.
|the admin wants to make a custom page visible to users on the welcome||copy the relative URL of the Custom Page, from the Manage Custom Pages page and create a hyperlink to this URL on the Welcome Page.||Users can access the custom page via the welcome page.|
|the administrator wants to make the custom page visible to users on the navigation bar||edit the Navigational Tabs and Links preferences. The administrator can either create a new tab, and add the Custom Page to it or add the Custom Page to an existing tab. In either case, click on the Add Page icon.||The Custom Page will be a part of the navigation.|
Note: There are not end user permissions for Custom Pages, so if the Custom Page is a link on the Welcome Page or the navigation bar, all users in those Welcome or Navigation Preferences will have access to the page. The administrator wants to restrict access to the Custom Page, they will need to set Welcome Page availability or make the link available only to the desired divisions.
An administrator can easily upload pictures or graphics to a Welcome or Custom Page. From the Welcome or Custom Page Preferences Page, the administrator can drag and drop the image widget into the layout then browse and upload an image, or can upload an image through the Formatted or HTML message box widgets. For the latter option, see the following steps:
- Drag and drop either the Formatted or HTML widgets into the layout.
- Select the Image Manager icon.
- Then select the Upload button.
- Upload an image and insert it into the widget.
Yes, when setting Welcome Page Preferences, in the availability section of the first screen of Welcome Page Preferences allows administrators to define different availabilities including customizing the Welcome page for Groups, Locations and Positions.
Yes, in Display Preferences by division, administrators may upload a logo for each division.
Yes, administrators can change this under Navigation Tabs and Links.
|if the administrator wants to make an existing or Custom Page the landing page||
within Navigation Tabs and Links click on the Edit icon for the desired new landing page and change the Set as Homepage check box.
Note: The page has to be an existing link on the navigation bar.
|This will make the selected page the Homepage.|
The following features may be changed for standard widgets:
- The title of the widget (Welcome Page Preferences>Widget settings)
- For some widgets the number items that appear in the widget can be changed (Welcome Page Preferences>Widget settings)
The following items administrators CANNOT change:
- The function of the widget
- Order of items that display
- Associated graphic
- Background color
Note: The color of the widget header and links within the widget pull from the primary color of the portal set in display preferences. The width of the widget depends on the width of the cell the widget is in within the layout.
|the administrator selected the globe icon for a widget title or subject and entered in a translation for a different language, but do not change their Display Language||that administrator will still see the English or Default language.||Any user will only see the available translation for their display language.|
|there is no translation set for a user's Display Language||the user will see the default Display Language which is either US English or UK English.|
|the administrator does not create a message in other languages||these boxes will appear blank or not at all.||Even if the administrator does not have a translation or have uploaded graphics to an HTML box, it is recommended at least to copy and paste while in the HTML mode and paste in the copied HTML for each display language. That way users in any language will see something even if it’s in English.|
Anything with a fixed width like a table or graphic will not expand and retract with the screen resolution. The navigation bar will. If an administrator designs to the 1024 x 768 resolution, users with higher resolutions will see more white space.
|an administrator creates a layout in a higher resolution like 1280 X 800||it risks cutting off images for users will resolutions of 1024 X 768, but it will look fine and fill the space for users of a 1280 x 800 screen resolution.||Design to the most common resolution users use or if that is not known design to the smaller resolution avoiding graphics and banners that span the width of the screen.|
|the administrator designs to the 1024 x 768 resolution||users with higher resolutions will see more white space.|
Alternatively, if the administrator is proficient at CSS they could put in styling that expands color the width of the page.
Yes, the option is on the layout page of the Welcome or Custom Page, right below the header an administrator can switch the width from relative to fixed.
|the administrator edited the welcome page but it did not save||they most likely forgot to save twice. Any administrator editing the Welcome Page must save once on the layout area then again on the preview page.||The welcome page will be saved for that division.|
Currently no, but the administrator can put a button link or hyperlink to the dashboards page so that the report is only a click away.