Admin Guidance

Login to wordpress Admin at: https://nww.entscotland.org/wp-admin

Default usertype is set to “Shop Manager” that allows simplified access to create/modify pages, posts and events(/products)

Domain is registered and configured at names.co.uk and site is hosted on Google cloud Compute Engine (nb. Server backups are generated every Sunday) and currently configured to an E2-Small eu-West-4a virtual machine to try minimise costs.

Physical domain-based email accounts (ie. [name]@entscotland.org ) do not currently exists. The domain is currently configured with catch-all and forwarding rules. (eg. secretary@entscotland.org forwards to hitesh.tailor@nhs.scot)

Basic Taxonomy & Layout

  • Page = Static Structured page
  • Post = news feed that can be stylised/filtered into a blog feed as required
  • Event = used to set up Meetings
  • WooCommerce = online shop application to process products/tickets/payments
  • Product = item that can be configured for taking payments (eg. membership, meetings…..)

On the Admin Dashboard, the top will have Quick Links. The left sidebar have all the main menu options.

Page

  • Hover over [+New], and Select “Page”
  • Write your content, then click [Publish] button.
  • Pages will not appear anywhere on the site unless configured to appear by either linking from another page or adding it to a menu.

Post

  • Hover over [+New], and Select “Post”
  • On the right panel, there will be options to select a category. This is important to ensure the post appears on the correct section of the site (eg. News).
  • Write your content, then click [Publish] button.

Events (/Society Meetings)

Current configuration is for meetings to be created under the events sections. Tickets/registration can also be done online by “purchasing” a generic product.

  • Hover over [+New], and Select “Events”
  • There are a few key settings to edit….
  • On the right panel > Category > ensure [x] Meeting is ticked
  • On the right panel > Organiser > choose appropriate option/location.
  • On the right panel > Event List Thumbnail > choose/upload an image to show an small image on the Meetings list page
  • On the right panel > Template > should be “ENTScot”
  • On the bottom pane > Venue/Location > Location source: organizer ; if the event is not online, then you can tick/enable the Show Google Maps option
  • On the bottom pane > Date & Time > enter the corresponding details
  • On the bottom pane > Settings > All options should be off/disabled
  • On the bottom pane > Ticket & Pricing, Rich Text, FAQ, Daywise Details, Email Text – can all be ignored
  • On the main pane > enter the details of the event as required
  • On the main pane > insert a [button] block, with the caption: “Register”, and link it to product:meeting
  • When complete, click [Publish] button
  • –
  • To copy the programme into the page:
  • Insert a table – in the options, configure with 2 columns, and as many rows as required. Then click [Create Table]
  • On the right panel, under “Styles”, choose the option “Stripes”
  • On the right panel, under “Table Settings”, enable “Header section” option
  • On the right panel, under “Advanced”, add the word ‘agenda’ (without apostrophes) to the box titled “Additional CSS Class(es)”
  • Add the programme details to the table, with first column being the timings, the second column being the title/speaker etc.

View events registrations

Dashboard > WooCommerce > Orders

  • This screen will allow you to view all online orders/registrations/payments etc. If you change the status of an order, a standard email will be sent to recipient.
  • Good practice to periodically delete all orders to clear the dashboard of historic details.

Dashboard > WooCommerce > Export Orders

  • This screen will allow you to export details of orders to an excel file for easier viewing/recording etc. The fields to export can be customised.
  • At the bottom, Click [Preview] to see a preview of the data. Click [Export] to save orders to an excel/CSV file.