Tenzing CMS Documentation

Left Menu

Four menu groups appear on the left. While the groups aren’t labelled, they could be described as:

1. Dashboard/CBV Users
2. Content (all the content of the site is managed here)
3. Organization (site hierarchy, design, settings)
4. Reports (admin generated or auto-created notices)

Shared Behaviour

In most areas of the admin, the center and right areas are customizable. You can drag and drop panes into different order/column to suit your needs. You can also collapse panes that you use less often.

Most content types have screens that share behaviour. It can be useful to hide the panes that are not relevant for a type of content. Each admin user will need to set this for themselves. It is done by selecting the “Screen Options” tab just below the purple header and on the right.

First there is the main content editor. It includes a semi-wysiwyg editor and an HTML editor. You can add media like images here as well. A group of images can even be presented as a photo gallery. Please use the custom formatting sparingly as it will lead to inconsistencies. Instead, use the “Format” select-list (Heading 1, heading 2, paragraph, etc)  and allow the system to style it.

Below that there is an “Excerpt” pane. This content is used differently for each type of content.

Below that is a “Code Helper” which allows you to insert special automatic modules into the content area. (Accordions, course listing, etc.) Each item has its own attributes which customize the code helper. It is probably best to look at examples of implementation to help you make use of these. This Documentation page uses the Accordion Code Helper. By editing this page, you can see how to use it.

Below that is the “Author” pane. This is FYI.

Below that is the “Revisions” pane. It shows you each time the page was updated. You can revert to a previous version and even compare versions.

The right column starts with the “Publish” pane. It allows you to set a date and time when this page should be published. It is important that you click the blue “Publish” or “Update” button to save your changes.

Below that is the “Access” Pane. This pane allows you to define who should see this content. If nothing is selected, then it will be public. If anything is selected, access will be limited to those roles/groups.

The “Featured Image” pane is used by some content types and ignored by others in the CBV Theme.

Dashboard

The Admin Dashboard will not be very useful for CBV. It is best used for social marketing and blogging. Although not relevant to CBV objectives, there are some stats that may be of interest.

The list of users can be searched. Click on a user’s name or username to review or edit details about that user.

Edit User

Using the tabs, you can review and edit all aspects of the user’s relationship with CBV.

• Merging users
• Overview Tab
• Profile Tab
• Events Tab
• Courses Tab
• CE Tab
• Payment History Tab
• Subscription, and why its not here (and books)

New User

After clicking “new user”, a form is presented which has all the “system required” fields. Filling these fields and submitting will create a user with the minimum information and then will forward to “Editing” that user’s profile for further editing.

Posts are individual issues of publications. The “Category” is the publication. (Example: “Business Valuator” is a “Category”.)

Click on any publication in the list to edit it.

Add New / Edit Post

The primary content area is the content of the post. The primary content will be ignored if the “external_link” custom field is used.

Excerpt is not used in the CBV Theme and should be ignored.

Custom Fields contains one useful field named “external_link“. Other fields may cause problems or be ignored if used. The value of this field is either a relative or absolute URL to a page or file. Currently, most of the publications are PDFs. This is where you create the link to the PDF. IMPORTANT: If this link is present, the primary content of the post will be ignored.

Select the “Category” to which this post/issue belongs.

Categories

Categories (publications) and their descriptions can be managed here.

Post Tags

In the CBV Theme, these are used for search only.

All media used in the site is uploaded here. This includes images, PDFs and other documents, Flash, video and audio. After it is uploaded, it can be inserted in pages using the content editor.

“Parent” and “Order” in the Page Attributes Pane is ignored to enable us to use the same page in multiple places in the hierarchy. The hierarchy is defined by the “Menus” panel. The “Template” defines which layout this page will use. In the case of a few special pages, the template is ignored.

Employment uses a subset of the standard panes, but adds one custom page called “Employment Fields“. This allows you to add a post which automatically is removed from the site once the expiry date is passed. The date needs to be added in the format DD/MM/YYYY.

The main content is hidden from users until after they are registered for the event. This content will replace the excerpt content after registration. This allows you to put detailed or perhaps confidential information for registered users only.

The “Excerpt” is presented to the public to help them decide whether to register.

“Event Fields” allow for customization of the event. The dates impact how the event is presented to users, automatically closing registration when the deadline arrives and automatically applying discounts for early bird registrants. For the rest, if fields are left empty, they will not be presented to the end user.

Sessions and meals enable giving the user options to choose sessions or meals from a list. The description field should be used to instruct the user how many to select. (example: “Select 2 morning sessions and two afternoon sessions.” or “Select a main course and a desert.”)

Some “Event Type” values also impact what is presented to the user. (Example: An External Event Info Only will not allow the user to register. Webinars have some additional business logic.)

Course Templates

Course templates define what new courses will be by default. When new courses are created for a semester, they duplicate a template. Think of this as the DNA of courses, but not the courses themselves.

As with events, the main content is hidden for non-registrants. The “Excerpt” is the public description of the course.

Courses

This lists courses, both present and past. Each can be edited to add content or perhaps extend the registration date.

A dynamic courses list can be added to any user page using the Courses short-code from the “Code Helper” pane which in the page editor appears below the main content area. You need to define the “type” attribute as either “core” or “elective”. To add both core and elective lists (as will be desired in most cases) you will need to add the courses short-code twice and assign different values to the type attribute.

This dynamic list is a powerful device. It automatically populates with the items listed in courses. If there is a course template for which there is no course, it will use the information from the template, but will not allow a user to register. If a user has taken the course, it will show that user their mark. If they have not, and registration is open, it will allow the user to register.

Books

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New Course

Courses can be added one at a time for special cases. Most often, the “New Semester” feature will be used to create a complete semester quickly and easily.

New Semester

A new semester can be easily created, customized with the correct dates.

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Menus

This is where all the content gets organized. This feature will be well used, but must be carefully used. It can have drastic impact on the site, and there are no undos.

The narrow middle column shows all the content. (All except the first pane, which links menu to roles. Best to leave this one alone.) The right wider column shows all the menus in the system.

To add content to a menu, select the menu using the tabs at the top of the right column, then select the content in the middle column. Clicking “Add to Menu” adds that item to the bottom of the current menu. Then, simply drag the new item to the desired location in the hierarchy.

Publications are not automatically added to the menus. When a new category (type of publication) is created, it should be added manually here.

TBD.

There are two types of notification. Both can include an email and notification from within the CBV site. (SMS feature appears, but is disabled. It can be extended to include other channels like Facebook, Twitter, etc.)

1. Scheduled Notifications These are created by an admin user and sent to any group. Users within that group who have their email notification turned off will not receive the email version of the notice, but will still see the notification within the site.
2. System Triggered Notifications These are triggered either by a user (registered for something, forgot password) or the system itself (Student fees over due). The user cannot turn these off and will receive them both by email and within the site.

Tenzing’s implementation deviates from the standard WordPress 3.0 system primarily in the following ways:

Panels Added

• Employment
• Events
• Course Templates
• Courses
• Gateway
• Reports
• Notifications

Panels Modified

• Most panels have some unique behaviour to better accommodate CBV needs. These are outlined in greater detail below.

Panels Replaced

• Users Panel: Tenzing created a much more powerful custom CBV Users panel.

Panels Removed

• Dashboard > Updates (Automated updates will break the system. Tenzing can help review updates from time to time.)
• Comments (Used for blogging sites.)
• Links(Used for blogging sites.)
• Appearance > Background, Header, Editor (The CBV Theme overrides these.)
• Tools (Used for blogging sites.)
• Settings (Should not be changed once the site is running.)