Vision Insight
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Staff Directory List
Staff | Title | Departments | Phone | |
---|---|---|---|---|
Phan, Sandi | Software Test Engineer | Software%20Development | (310) 656-3100 | |
Pope, Brian | Technical Trainer and Content Strategy Consultant | Training | (310) 656-3100 ext. 209 |
Facility Directory Standard Map
FAQ List
Expand/Contract Questions and Answers
Vision's IP address ranges are as follows:
38.106.4.0/24
38.106.5.0/24
38.98.19.178
38.98.19.179
38.98.19.180
38.98.19.181
204.197.206.242
38.140.63.218
38.106.38.0/24
135.84.124.0/24
173.203.0.0/24
209.61.148.0/24
161.47.51.85
161.47.51.86
161.47.51.87
161.47.141.86Note: IP ending in .0/24 denotes the full range for the last octet, i.e. all addresses ending in .0 through .255
Updated 8/8/2018
Basic
- Download this document- Basic Training Agenda Template- PMs can fill this out and send to client
- Make any changes that you need to
- Email it as an attachment
- Add any updates to the Wrike Task
Advanced/SuperUser
- Download this document- Super User Training Agenda Template- PMs can fill this out and send to client
- Make any changes that you need to
- Email it as an attachment
- Add any updates to the Wrike Task
- All trainings are at least 3 hours long- can be 4 hour depending on client
*Do not guarantee clients will receive a training that covers all components in a 3 hour Super User training*
The Super User agenda is not rigid- by request the trainer can focus on client specific aspects-(they don’t want to spend time on the Admin and Configuration tabs- they do want to focus on an assortment of Components… etc) * please notate these requests*
(Super Users must be present for a Basic class prior to an Advanced training)
Advanced Training Agenda
- Administration/Configurations Tabs
Reports
CMS User Accounts
- Website User Accounts
- Workflows/Approval Cycles
- Security Roles
- Departments
- Trash Can
- Social Media Accounts
- System Variables
- Custom Content
- Friendly URL Redirect
- Page Templating- Build a new Page Template- Edit Available Page Templates in the Component
- Effect a Page Template by adding widgets at the Page level
If applicable- some clients have:
- Advanced Mega Menus
- Custom Fields
- Splash Page Manager
- SSL Settings
- Search Management
If time is available- Site Content(Components A-Z)
- Business Directory
- eNotifications
- Facility Directory
- FAQ
- Form/Survey Tool
- Job Posts
- Online Polls
- Photo Album
- RFPs
- Social RSS Feeds
- Service Directory
- Service Requests
- Staff Directory
By PM Request Only
- Job Application Manager
- Online Payment
- Meetings Manager
- Administration/Configurations Tabs
Reports
CMS User Accounts
Basic Training Agenda (All Users and Editors)
- Dashboard and administration interface overview
- Support Menu and Help buttons
- Intro and overview of Homepage
- Interior page overview
- Site Content tab
- Pages
- How to find pages in the back end of the CMS
- Adding, editing and deleting
- Saving, Archiving and Publishing
- Image Library- How to Upload
- Document Central- How to Upload
- Calendar- Overview of the component, how to Create an Event
- News- Overview of the component, how to Create a News Story
- Review of Concepts / Discussion
Copy and paste the grid below into the Wrike Task Details, then fill it out:
Training Site to be used: http://Dev7... Contact Name:
... Contact Email:
... Contact Phone:
... Onsite Training address:
Leave blank if a Go To Meeting New or Upgrade?
... User Name Convention: First initial + Last Name ? Default Password to sign in: Simple123! Approval Cycle information:
1 step, 2 step ... Additional info for trainers?
... Did you tell client to set up their training room before the training date?
Tell them: It is best to have everyone participating in the training in to be in the same room watching one projector (this includes web based training).
Participants should each be sitting at a computer with access to the internet. All people who will attend a "Super User/Advance" training must attend a Basic training first.
There is only one TOLL FREE option for web based training: call in using your computer and not by phone.
- Here's a Google Drive link to a zip containing our ComponentArt installers and licenses:
https://drive.google.com/file/d/0B7Y97TG1lnbIdDJHTkRaNl9veE0/view?usp=sharing
Find the ComponentArt version your CMS app is asking for, then run the EXE file on the web server. When prompted for the license key, enter the one from the "readme" text file. - Trainer will prepare the agenda if the PM has not done so and needs support in doing so before training.
Setting Up an Advanced Subsite for Regular CMS Users
Homepage Page Template
- Go to Page Templates, Change the “Homeapage – City Library” PAGE TEMPLATE from _Default Content Group to Library Content Group
- Go to Homepage, click Edit Homepage
- On Page Details, Change Content Group of HOMEPAGE itself from _Default to Library
Workflow Set Up
- Add Custom Content 1-step or 2-step approval for the relevant Adv SS Content Group
- Go to Custom Content
- Change Content Group of all Adv SS custom content to relevant CG
CMS User Accounts
- Set up Security Role “Homepage Edit Permissions”
THE GOAL
A page where a non-member visitor can enter a code in order to see certain content, with no manual user verification required on the client's end. As long as someone has the code they may access the content.
THE SOLUTION
With the Form Tool, create a form with only a "Text Information" block with the intended content. Use the following Form Settings:
- Footer progress display: Do not show progress
- Resume progress: Resume not allowed
- Disable question numbering: checked
- Previous page navigation: unchecked
- Form Security: Add New Security Add-In: Password Protection
Place that form on a Form Detail page. To hide form elements such as CAPTCHA, submit button, and password error, place the following CSS in the content area of the page (not the form):
<style> .validation-summary-errors, .recaptcha_container, .form_submit_footer { display: none; } </style>
Voila! That's it.
Here is an example on Insight (not visible to clients): Password-protected Content (without Extranet)
By default, a favicon does not show on an iPhone home screen when users bookmark a site. However, if you supply our front end developers with a 114x114 square of the client's desired icon logo, they can turn it into a favicon and an iOS home screen icon.
Alternatively, you can supply the necessary files to front end devs by uploading the image to these sites and downloading the ZIP files they output:
As of 7/20/2017, we only make use of these icons on a site (no special Windows, IE/Edge, Android, or other app icons):
- Main/apple-touch-icon.png
- Main/apple-touch-icon-57x57-precomposed.png
- Main/apple-touch-icon-72x72-precomposed.png
- Main/apple-touch-icon-114x114-precomposed.png
- Main/favicon.ico
Send clients the following:
To grant Vision working access to Google Analytics, please follow these steps:
1. Login to Google Analytics
2. Click the "ADMIN" gear at the lower left
3. Under "ACCOUNT" click "User Management"
4. Under "Add permissions for:" enter our email address: visioninternetsearch5@gmail.com
5. Change the dropdown from "Read & Analyze" to "Edit"
Quick video: https://www.screencast.com/t/6U8aoU3xldTHE PROBLEM
Sometimes, in Firefox*, InVision never loads your list of projects. Instead the loading animation spins interminably.
THE CAUSE
Something is wrong with the cache. You can confirm this in Firefox by opening a New Private Window, then logging into InVision.
Does the problem still occur? If not...
THE SOLUTION
Open Firefox History (Ctrl+H), right-click an InVision page, and choose "Forget About This Site"
The next time you go to InVision, projects should load as normal!
* Note: Chrome has been observed with this issue as well. But Chrome History unfortunately lacks a "Forget About This Site" option.
- visionSearch minimum server requirements for up to ~5,000 pages/items:
Processor: 4 cores (2.6 GHz)
Storage: 10GB per 5,000 pages/items
Memory: dedicated 5GB (add 2GB for each additional block of 5,000 pages/items)
- If visionSearch is running on the same server as visionCMS, then you need at least 5GB (visionSearch) + 8GB (visionCMS) = 13GB RAM
- If visionSearch is running on its own server, 5GB RAM should be sufficient - visionSearch minimum server requirements for up to ~5,000 pages/items:
Processor: 4 cores (2.6 GHz)
Storage: 10GB per 5,000 pages/items
Memory: dedicated 5GB (add 2GB for each additional block of 5,000 pages/items)
- If visionSearch is running on the same server as visionCMS, then you need at least 5GB (visionSearch) + 8GB (visionCMS) = 13GB RAM
- If visionSearch is running on its own server, 5GB RAM should be sufficient When the users enter their credentials, Vision CMS will pass the credential information to AD Web Service, then AD web service will pass to AD to get authenticated. Then AD web service will give the authentication result back to vision CMS6, if authenticated successful, then vision CMS6 allows users login, otherwise, will not.
Vision will store the fetched information in the Vision CMS database.
This is the data that is communicated on sync:
- Username
- First Name
- Last Name
- LADP Path
- Status (Active or Inactive)
- We do know of an issue with images in eNotifications. To confirm -- you align an image left or right in your news/event, but when you eNotify that news/event, the image improperly breaks up the text and doesn't align. Is that right?
Email presents a formatting problem due to two factors:
* your page editor creates modern HTML5 compliant code
* some big email apps like Outlook still can't/won't read HTML5 and instead use an HTML standard from 2003 (really)
So when the contents of a news article are sent in email format, not everything can render the same unfortunately.
The most consistent solution we have for this is to either:
1. Don't align images. Instead, place images between two paragraphs, centered, and that should appear consistent between the page and the email.
2. If you need to align content side-by-side, use tables to do so. This is reliable in email formats!
That should help to work around this sticky problem, and here's hoping Outlook updates their email parsing algorithm someday soon! Are there any technical (actual or recommended) limits to the number of archives we can manage and maintain per site?
No, but archived content will be considered part of the allocated space per site.- CMS users cannot delete documents/images that are associated with archives, even if the currently published content no longer includes that document/image. This will maintain the integrity of the archive and allow for restoration if necessary.
For auto archive: when we swap a page template, the page with new page template is archived and all old archived versions (using previous template) are deleted/removed.
For manual archive: when we swap a page template, all archived versions are deleted/removed.
- Brian is leading this initiative. If you have input, talk to him or email him.
- April is working on Reference Guides and Outlines for every type of training. Check Insight Training Documents for recent drafts.
We'll need to select from two possible styles for Translate and decide where on the page it should go (typically a spot in the header or footer) so we can tell our developers.
Option A) Google's dropdown menu
looks like this before click: https://www.screencast.com/t/DskAJO9l
--> looks like this when clicked: https://www.screencast.com/t/UMk4gR5vUMeh
--> will show whatever language is clicked by the visitor
Option B) Text link in header or footer
text could say "Translate" or "Español" or similar
--> when clicked, translates to a language pre-selected by the client (e.g. Spanish) but then offers options to change that language
example: "Translate" at the top of Loveland, CO http://www.cityofloveland.orgHelp! My document/PDF doesn't work when users download from document central, but it works fine before I upload it to visionCMS
We have been doing investigation and testing on this issue, and I have another way to look at this that may help.
When you open the document on the desktop you are using the full featured program (Word, Adobe Reader, etc). When the exact same file is accessed from a link on a site, most visitors view it in-browser and the this means IE, Chrome or Firefox is displaying the document. While this works fine most of the time, the browser sometimes does not get it 100% correct.
A notorious example was a PDF that used tabs instead of pages. No browser could open it due to the uncommon format but it opened easily with Adobe Reader. PDFs with fill-able forms also rarely work in-browser, and document links that use scripts frequently get blocked for security reasons by browsers.- Happy to help with password protecting content!
You're asking about what we call our Member Groups feature (a.k.a. Extranet). The idea is you can grant privileged access to certain website users on your site, who each will have their own personalized passwords (and each of whom you can disable or restrict access later if you need).
Here are the steps in full:
1. Create a Member Group under the Administration >> Website User Accounts >> Member Groups tab
2. Assign users to belong to that Member Group (either from that tab >> "Assign Member Group" button or by editing website users individually)
3. Add or edit the page you intend to password protect
4. On the Edit Page screen, click the Show All Options bar, then the Optional Page Settings tab
5. Check the Member Group(s) to whom you want to grant exclusive access.
Screenshot: https://www.screencast.com/t/TyxWS3yEZumB
Logged out users will now be prompted to login to view a page with that content, and everyone not belonging to those Member Groups will be denied access.
Using this you can password protect pages, documents, and other content types if you need.
That should cover the basics, but please let me know if you run into any problems along the way. 1. Login to Box.com (support agents use support@visioninternet.com)
2. Click to enter the Vision Client Upload folder
3. On the right side of this folder, click Invite People
4. Enter the client's email address
5. Change Invitee Permissions to "Uploader"
6. Click Send Invites
THE PROBLEM
The mouse wheel cannot scroll on one or more pages of a client's site, but only in one browser: Internet Explorer.
THE CAUSE
There is an IE-only stabilizing script on some sites that is misfiring.
THE SOLUTION
It's a quick bug fix for the front end developer team. Assign it to them in Wrike.
Request for a quote should be submitted through this Wrike form - Request a Quote
Then from there, please include as much details as you can. The more details you will provide, the faster that you will get your answer.
Please include the following information:
- Is this for a prospect, a new client, an existing client?
- Is this for CMS6, or other legacy apps/systems?
- Is this for their main site, sub site, ADT, BDT, other?
- What is the client's problem that we are trying to solve / improve?
- How does it currently work? Or what is the current process/logic?
- Is there a URL, a page, a screenshot, a video we can look?
- Are they open to workarounds?
- What is the urgency and importance of this request?
- Do they have a budget? If so, what is their budget?
- Do they have a deadline? If so, what is their deadline?
- Vision hosted sites send eNotifications from enotify.visioninternet.com or 38.106.5.33
First ensure an SSL certificate has been purchased and installed for this client. (The client will pay for the SSL certificate—more info here.)
Once SSL is installed, enabling it site-wide is quick and easy and should not noticeably impact page load times.
To enable SSL site-wide:
Configurations >> SSL Settings >> Select All >> Save
Note: Even when all widgets are unchecked, SSL is always enabled for the /admin back end.Here is the list of exclusions:
*/advanced-components/*
*/feedback*
*/_gfx/*
*/*.css*
*/ftp/*
*/*.js*
*&ftitle=*
*ComponentArtScript*
*/*.ico*
*&returnURL*
*/WebResource*
*/search.aspx*
*item-*
*ascn*
*PhotoID*
*sortn*
*.js
*-alpha-*
/-selectview
/-selcat
/-seldept
/-curm
/-cury
*toggle=all*
*toggle-all*
*npage=*- Because DotGov.gov doesn't point nameservers / DNS for their customers, you will need to purchase DNS hosting to do this. As it turns out, Vision does not offer that service as it requires a wider scale of hosting availability than our web hosting. Don't worry, it's fairly inexpensive -- we only pay Amazon under $5/month for our business domains.
Some reputable DNS hosting vendors:
* Amazon Route 53 https://aws.amazon.com/route53
* NameCheap https://www.namecheap.com/security/premiumdns.aspx
* CloudFlare https://www.cloudflare.com/dns
Once you have DNS hosting, you'll want to point "A" records for both [CLIENTDOMAIN.GOV] and [WWW.CLIENTDOMAIN.GOV] to this IP address: [CLIENT'S IP ADDRESS]
Finally, that vendor should then supply you two nameservers to place in your DotGov.gov account for the new domain.
Once that's done, the new domain should be live!
Please let us know if you have any questions along the way. VMC remote client hosted connection: Online Reference blank; Unable to login as webmaster / sysadmin
THE PROBLEM
- webmaster and sysadmin logins do not work, yet you have confirmed the correct password
- Online Reference pages are blank
THE CAUSE
The web server is not successfully connecting to the VMC (Virtual Management Console). This almost exclusively happens when the client hosts their own website and blocks remote connections to Vision's VMC server.
Sometimes the web server connects to VMC, but the connection settings are invalid. For example, if the web server restricts certain SSL ciphers, this can block the connection.
THE SOLUTION
- Client IT will need to allow remote connections from their web server to 38.106.5.255 over ports 80 and 443.
- Confirm what IP address(es) the client's web server would use when connecting to VMC, then request a Vision network administrator to allow that IP address to connect to VMC.
If you have access to the Google Analytics account, getting web traffic data for a department's pages is easy!
Following this example screenshot: http://screencast.com/t/0YuyLE4V
1. Choose the intended date range on the top right
2. On the left, click "Behavior >> Site Content >> All Pages"
3. If you want one department's analytics, there is a search filter in the bottom data frame: enter the department page path and hit Enter
4. If you want to export this department page traffic data, that option is near the top
- We don't have any official documentation on how we implement our sites to improve/assure SEO, but I can outline a few of our key points:
Accessibility
When we code the site, we build the page structure according to HTML5 standards. This makes it easier for google bots to crawl and make sense of the page.
Every image either has an alt tag attached to it (we also make sure alt text is mandatory in the image library) or has underlying text to make it easier for screenreaders to read
Backlinks
Backlinks are links on external websites that link to pages on the website. As a government website, Calcasieu likely has plenty of backlinks, which increases SEO
Meta Data
We give the option to add unique meta data to each page. That said, please use with caution! Keywords can be abused and if search engines considers them spammy, will lower you SEO
Ultimately, good SEO comes down to having quality, unique content. On your end, making sure you follow accessibility standards and add useful content to your pages will increase SEO. Here's a few more guidelines by google: https://support.google.com/webmasters/answer/35769?hl=en THE PROBLEM
When a user clicks the unsubscribe link from an eNotification, they receive a Page Not Found error like this:
Oops, the page did not load...
We've encountered an error while trying to load this page,
http://www.clientdomain.gov/page/advanced-components/redirect-helper/-rfn-SubscribeDeleteResultPage/-delsubResult-deleted.The user may or may not get unsubscribed when this happens.
THE CAUSE
There are three possible causes:
1. The redirect helper system variable does not point to the right page
2. The redirect helper page does not exist or has been deleted
3. The redirect helper page exists but has been expired or otherwise made unavailable (but the user will be successfully unsubscribed)
THE SOLUTION
1. Only SysAdmin has access to the "Submission Redirect Helper Page" system variable, but you can see what page is being directed to on the broken link error page and track it down using that.
2. If the page path truly doesn't exist, create a new Redirect Helper page (page template with "Redirect" widget should exist already), then ask a SysAdmin to update the "Submission Redirect Helper Page" system variable.
3. If the Redirect Helper page or any of its parent pages are expired, unexpire the page(s).
- Edit your content area and choose a photo from the image library.
- Resize your image and right click to enter the image properties.
- Copy the image URL. Click ok.
- Open up the hyperlink manager and paste the image URL into the URL field.
- Save and publish. Now when we click the image from the front end, it opens full size in a lightbox!
To find the largest documents taking up space:
- Login to the CMS
- Go to Document Central
- Click the search bar and press Enter (leave it blank) to list all documents in the system
- Click the File Size column header to sort by file size
- Click the File Size column header a second time to sort largest-to-smallest
A shortcut is to go to this address:
[CLIENT DOMAIN]/Admin/Document/Search?size=0&folderid=2&cSubfolder=true&cScope=all&cSeperator=%2C&_=1476995174220&orderBy=FileSizeStr-desc
Does visionCMS support other Directory Services aside from Microsoft Active Directory which still have an LDAP implementation such as OpenLDAP, Apache Directory Services, Red Hat Directory Services... etc?
It is a possibility to use these but it will require further testing. Currently we do not have any implementations with different directory services.
Why does our Active Directory integration not use Microsoft's ADFS (Active Directory Federation Services) solution?
There are several reasons why we do not use ADFS for CMS6:
- Our visionCMS has some logins that must work whether Active Directory is used or not, such as the Vision Webmaster account login. ADFS does not have allow this.
- Our visionCMS allows a client to use Active Directory for both visionCMS Users and Members at the same time. ADFS does not allow this.
- Our visionCMS can easily switch back and forth from using Active Directory to not using Active Directory, it would not have been easy to switch it ON and OFF with ADFS.
- If Microsoft updates and makes changes to their ADFS solution it could break our system.
- We require and make use of SSL for securely transporting communication packets between the CMS and the Active Directory servers. This is very important if Vision hosts the site or if Client hosts the site in a DMZ. We also have a web service that the CMS would communicate to instead of directly communicating with the Active Directory and in addition to that, this web service only responds to a specific IP range (by default, it contains our co-location and office IP ranges).
When the client adds a user into the appropriate AD group, how long does it take for our system to pick that up? Is there a delay?
There is a window service tasked to do this automatically every 24 hrs. This is usually scheduled during off-peak hours 10PM - 3AM, but this can be manually invoked in the backend if you would like by placing a call to Vision directly for the request. For several technical reasons, Sysadmin access is allowed only the Vision Network Admin team.
Fun fact: You can tell the Adobe Reader browser plugin how you want it to display your PDF. Here is how to control the default zoom and starting page number.
Say you have a PDF:
http://www.adobe.com/content/dam/Adobe/en/devnet/acrobat/pdfs/pdf_open_parameters.pdfAdd #zoom=100 to default the user's zoom to 100%:
http://www.adobe.com/content/dam/Adobe/en/devnet/acrobat/pdfs/pdf_open_parameters.pdf#zoom=100Then suppose you want users to automatically start on page 5. Add &page=5 to the end of that:
http://www.adobe.com/content/dam/Adobe/en/devnet/acrobat/pdfs/pdf_open_parameters.pdf#zoom=100&page=5Please note this will only affect users who open PDF's in their browser with the Adobe plugin. So this will affect most but not all website visitors.
THE PROBLEM
You have a Facility Directory page displaying both the map and list widgets. When a facility link is clicked, however, the detail view pages shows two of the same facility!
THE CAUSE
A widget setting in the Facility Directory Map widget controls whether the page loads all widgets or just one instance.
THE SOLUTION
- Request that a SysAdmin edit Widget Builder for the Facility Directory Map widget in use. Have them check this option to display:
- Load Detail View in Current Page (same page + record ID)
- Once that is done, edit the facility directory page, and set that widget option to "No"
- Request that a SysAdmin edit Widget Builder for the Facility Directory Map widget in use. Have them check this option to display:
THE PROBLEM
When printing a PDF of an applicant's submitted job application:
- Formatting is stretched, too big, cut off, or has excessive blank space
- It uses too much paper
- It does not list submission date
- It does not list position applied for
THE CAUSE
The PDF export feature of the job applicant manager is under review for future enhancements, but there is no estimated date to resolve the above items.
THE SOLUTION
Don't use PDF export to print job applications. Instead, print the job application report email that is notified each time someone applies.
- Do the following for all job postings:
- Under "Application Details" set "Notification Mode" to "Full Report"
- Under "Application Details" include an HR address within "Email Notification to"
- Ensure on the job application that any application answers meant to be printed are not marked as "Sensitive" (otherwise those answers will not be emailed)
- Print the email that is sent to the HR address
- The very short answer would be that yes we can allow you to add your own Javascript to the site.
When a site is launched the default setting is for any scripting entered into a content area to be stripped out when it is saved as a security and stability measure. Disabling the stripping would not be a charge, but there are a few items to be aware of. If issues with inaccessible pages or system wide issues come up from adding scripting these are not covered by visionLive.
1 - A script (and especially adding a library) may conflict with the built in scripts that the CMS uses leading to a variety of unwanted interactions. This may be that pages become unable to be edited and need to be deleted or making previously hidden elements visible or not function. Careful testing of each individual script helps alleviate this. The CMS is currently using jQuery 1.12 so any functions that require a higher version will not work.
2 - There is no tracking of where scripts are placed nor any permissions blocking any CMS user from adding them. Deactivating the stripping of scripts from the content areas is an all or nothing proposition and there is no middle ground. Outdated and security compromised scripts that no one remembers placing have led to sites failing security audits.
Also keep in mind that the Content Areas that you are working with when inserting the code will have access into the <body> of the page only. Only our developers have access to the <head> of a page and any attempt to add header elements in a content area will likely break the page. - I'll be glad to share what we are doing to support WCAG 2.0 compliance.
We have compiled quite a lot of material on WCAG best practices here: Almost Everything You Need to Know About Local Government Website Accessibility.
Of particular interest would be 12 WCAG 2.0 guidelines at a glance as well as Vision's Digital Accessibility Checklist.
On the topic of having Vision consult and work with you directly on accessibility, Rancho Cordova and Nueces County were pilot projects for this exciting service. The service is being developed and finalized, and we will include you in the announcements when it is fully available.
In the meantime, while our system isn't yet clever enough to, for example, provide closed captioning text for embedded videos, it does several things to make accessibility a breeze:
* Provides "skipnav" links, allowing screen readers to skip straight to the content of each page
* Requires "ALT" text for user-uploaded images
* Allows editors to define page language (under "Show All Options >> Tags & Meta Data")
* Outputs text equivalents of image menu links
* Follows W3C standards for maximum compatibility with devices and browsers
I hope that helps arm you with information in the meantime. Don't hesitate to ask if you have any further questions. Good news! There are often ways to find past versions of a page if you have the URL of the page you are trying to recover.
One way is to search on the Internet Archive Wayback Machine for previous versions of the page at
https://web.archive.orgAnother way is to search for the page URL on Google, then click the small arrow next to the address to access an older "Cached" version of the page. Example screenshot:
THE PROBLEM
The bottom of a Forms & Surveys Tool form shows this:
THE CAUSE
When this error displays at the bottom of a form, it means the domain needs to be registered with Google to use Google reCAPTCHA. Vision typically does this at launch. It is not a bug, per se, but often it means the client has multiple domains or a new domain while we have only registered one of them with Google.
Example case:
- www.clientdomain.gov/form works
- www.clientdomain.ca.us/form has error
THE SOLUTION
Explain that Google reCAPTCHA is registered by domain, and give the client two options:
1) Set up redirects so that all traffic to their secondary domains reroutes to their primary domain (e.g. user types in www.ci.wilmington.de.us and gets redirected to www.wilmingtonde.gov). This will also solve this problem as well as prevent problems with confusing search results and analytics. (For subsites this will not work; use option 2.)
2) Request a list of all domains that point to their site, including subsites if they have them. Then add those domains to the client's entry on https://www.google.com/recaptcha/admin (if the client's website doesn't have an entry yet, it can be created there). You can also request @Lyman to do this if you provide him with the list of domains.
Our system does allow adding meta keywords and descriptions to a page:
- Edit the page
- Click the Show All Options bar
- Go to the Tags & Meta Data sub-tab
However, if you are considering using meta keywords, we should point out large search engines like Google began ignoring meta keywords before 2009 due to webmasters abusing them. So it may not be worth spending time on them.
This was Google's blog post announcing it: https://webmasters.googleblog.com/2009/09/google-does-not-us
e-keywords-meta-tag.html - We understand that can look strange initially! The reason is that we track multiple types of states and actions taken on a page:
* Created
* Last Action
* Last Edited
* Last Published
Each of these can have different dates, which can lead to seeing an odd date that looks older than it should.
For example, if I click "edit" on a page but never save or publish any changes to it, it will show up in the approval queue as last edited by whoever came before me, even if it was years ago. Further still, if I then back out of the page without clicking "Save" or "Approve" at all, and then instead go to the Awaiting My Approval page and approve it there, the Last Published Date will be different from the Last Edited date.
So the date you are seeing is likely the last time a substantive edit or change was made to that content, but it is technically "to be approved" since it is in an edit state at present.
Hopefully that sheds some light! - The Quoting Process is the process to scope and review request for customization from clients. To review a request means to understand the current problem or situation, gather requirements, find out possible solutions and propose best solutions. If in the case we can't find a solution, we will propose a workaround. Or if there's no workaround, we will tell the client there is no solution and workaround. To scope a request is to define or list items to be implemented/programmed/customized and items not included or out of scope (delimitation). Included with the "Yes, it is possible" answer and scope answer from Quotes team is an estimate of how many hours (per team, if specified) it will require to implement the requested customization. Using the hour estimates and hourly rate per type of task, we will compute the total amount for the requested customization.
- GA [Production Manager] (Primary Responder - For Custom Work Requests)
- Binh [Senior Production Developer] (Backup)
- Adriane [Frontend Developers Supervisor] (Frontend)
- Gerry (Backup)
- Natalia [Art Director] (Design)
- Anna (Backup)
- GA [Production Manager] (Primary Responder - For Custom Work Requests)
- Localized or Client-Specific Customizations
- Customizations are non-standard features of the CMS. In other words, these are modified/enhanced version of some standard features of the CMS altered to solve a different problem or goal.
- If a common customization was requested by 3 or more clients or prospects, please send a separate request to Products team for a global solution.
- GA will be the primary responder for these requests.
- Examples of customizations include, but are not limited to:
- Embedding of third-party widgets
- Creating a new widget
- Fetching and displaying data from a CMS component
- Fetching and displaying data from an external source
- Submitting form data to an external or third-party tool
- Doing custom form calculations
- Modifying or enhancing an existing/standard component widget
- Adding a custom field and adding a column/s in the table/grid and details view
- Swapping an existing widget to a different widget
- Localized or Client-Specific Customizations
Importing is great for components that may contain a large number of entries, however the current behavior of the import tool has to be kept in consideration in order for the best results with the Content Migration; the import tool is only capable of component data to a single Content Group for each sheet imported.
Therefore, for best results confirm with the client if they want the data imported to respective Content Groups. If so, have them provide .csv files for each CG for a given component. Otherwise, the imported content will have be changed manually via the CMS, which can be very time consuming.
- I'll be glad to share information about what has been done to support WCAG 2.0 compliance!
It should be stated upfront that a bulk of accessibility work is done by content editors. The system will make it possible, but it is up to content managers to decide, for example, whether or not to provide closed captioning text for embedded videos.
That said, here are some things our system does automatically:
* Provides "skipnav" links, allowing screen readers to skip straight to the content of each page
* Requires "ALT" text for user-uploaded images
* Allows editors to define page language (under "Show All Options >> Tags & Meta Data")
* Outputs text equivalents of image menu links
* Follows W3C standards for maximum compatibility with devices and browsers
For content managers we have also compiled quite a lot of material on WCAG best practices in this repository: Almost Everything You Need to Know About Local Government Website Accessibility. Of particular interest would be 12 WCAG 2.0 guidelines at a glance as well as Vision's Digital Accessibility Checklist.
I hope that helps arm you with some information. Don't hesitate to ask if you have any further questions about it all. - View page source (Ctrl+U)
- Find (Ctrl+F) this: "nid:" (or copy/paste below)
nid:
- The numbers after the colon are the navID
This information is included within the contract, however it is important to let the client know that the following is not transferred via the script. Usually it is best to notify the client early on (Consulting phase).
- Forms
- News (Blog View)
- Link Library
- Newsletter
- Photo Album (Flash View)
- Weather Forecast (Replaced by Yahoo! Weather)
- Custom Scipts
- Customizations
Short answer:
Break all links to the page and tell Google to reindex. Google may take up to 1-2 weeks to reindex.
Long answer:
- Remove all links to the page. If a public-facing page links to the hidden link, Google will always find and index it.
- Break the link. If the page linking to the hidden link is not under your control (i.e. on another website), make the URL go nowhere.
- If it is a page they don't want to delete, move it and update its friendly URL.
- If it is a document, it must be deleted.
- Tell Google to reindex using Google Search Console (a.k.a. Google Webmaster Tools). (Steps how to be added later or to another FAQ.)
A.K.A. When adding a thumbnail to a news or event item, what size should it be?
Short answer:
Shorter than 394 pixels, roughly 6:5 aspect ratio. 4:3 ratio is OK.
Long answer:
Facebook timeline image width is 470 pixels.* Max image height is 394 pixels.
Images taller than 394px will have awkward white space added on the right.
The aspect ratio is an odd 235:197, or roughly 6:5. 4:3 ratio is fine also.
* Much smaller thumbnail images will be cropped and resized to a ~156x156 square beside the title. It looks like this, except if the thumbnail is not square it will also cut off the sides:
Not only is the resolution blurry, this format gets almost no clicks as a Facebook share and should be avoided.
- The Design Review Process is a way to ensure we can deliver or implement what's captured in the design.
FRONTEND
- Adriane
- Gerry (backup)
BACKEND
- G.A.
- Binh (backup)
- Homepage Initial Designs and Final Designs
- We only need to review the final designs if there are major changes since the last time we reviewed it.
- We can also review the designs as early as in the wire-framing stage - this way we can set the proper expectations to the client and not waste a lot of time spent in the design and finding out later it is not possible or out of scope. This is very important especially if we are going to use a non-standard widget in the homepage or design.
- Interior Page (if something is out of the ordinary like adding a new widget or swapping an existing widget)
- Customizations (like emergency page, custom mobile homepage, custom page template/layout, custom widget, day & night theme, seasonal theme, etc...)
- Homepage Initial Designs and Final Designs
1. A link or links to the InVisionApp design(s) to be reviewed and the annotated wireframe design.
If you only want one design to be reviewed, please provide only one link.
If you want multiple designs to be reviewed, please provide multiple or all respective links to each design and provide comments. If the additional designs are only showing the inactive tabs in the first design, then you don't need to repeat the comments in the first design.Examples:
https://invis.io/4E7EHTHAD
https://visioninternet.invisionapp.com/share/4E7EHTHAD#/screens/160715805/comments
https://visioninternet.invisionapp.com/d/main#/console/7155101/159564346/comments2. Comments, comments and more comments...
Always tell us what you want to happen or how you want the widget to function. It is important that what the client is expecting, and what you've designed and what we will implement later on will 100% match/align. If you don't know more of the specifics or you will need other ideas/input, please let us know too - we'll be glad to give our other ideas on the table. Make sure to use the "Notes" type of comment in InVision so we (Design Review team) will know which comments to look at or respond to.THE PROBLEM
When clicking and dragging to resize an image in the WYSIWYG editor, the image won't resize proportionally. Instead, it stretches or squishes the image.
Or the image appears to be sized proportionally on desktop, but at mobile responsive widths the image appears squished or stretched.
THE CAUSE
The image has both a height and width set, which conflicts with responsive design!
Even if the height and width are set proportionally in desktop view (for example when click-drag resizing in Firefox), the mobile view is forced to squish the image's width inward while leaving height the same.
THE SOLUTION
First, do not click and drag to resize an image.
Second, only set an image width, not a height. The browser will then apply the height automatically.
Here is a quick method:
- Click the image
- Click the image "Width" box below the WYSIWYG editor
- Change "Width" to another number (in pixels), then press tab. The image will resize proportionally.
- Repeat steps 2 and 3 until the image is the desired size
Important: Do not touch the "Height" attribute, as setting a height will cause the image to stretch and squish. If the height has already been set on an image, you can unset it by deleting the number in the "Height" box and pressing tab.
- Hi PERSON,
Our network team alerted me that ACCOUNT's server resources were overloaded this afternoon and asked me to follow up with you.
It appears the IP address IP_ADDRESS was indexing the site, browsing every page it could find -- behavior indicating a search indexer or a site scanning bot. Most indexers like Googlebot are "polite" and only crawl the site at a slow rate so as not to overwhelm server resources, but this bot's traffic threatens to slow down server performance.
Our normal course of action is to block the IP when this happens, but I wanted to ask if IP_ADDRESS belongs to your organization first and/or if you see any reason we should not block it.
Thank you, Sometimes user-entered Javascript will render a page uneditable in the CMS back end. If this happens, there is no need to get a developer involved. You or the client can reset the page, dumping all of its contents, by swapping its page template temporarily.
BEFORE ANYTHING ELSE: Back up the page content! (Copy the HTML, not the design view.)
If you can't edit the page to copy its content, a technical way to grab the content is to view source and search (Ctrl+F) "content_area" to locate <div> tags with user-entered content. You will need to pore though HTML to figure out what user code is between the <div> and </div> tags.
To reset or empty a page's content:
- Go to the back end Page list view under Site Content >> Pages
- Find the page, and on its right hand options, choose "Swap Page Template"
- Note the current page template -- you will need to set it back in a moment
- Swap to any other page template
*** YOU WILL LOSE ALL CONTENT ON THIS PAGE *** - Swap the page template back to the original one it was using
Then you should be able to edit the page again.
Hopefully I can shed some light to help explain the cost --
The cost covers coordinating our teams to:
* spec and interpret the request
* log into the site database
* update the graphic design on file
* replicate live site settings on our development copy of the site
* analyze and change code
* make changes responsive
* test that it displays properly in all supported browsers
* document changes
* secure your approval
* make any necessary revisions
* synchronize changes with our backup copy of your website
* make the changes live on your site
The great thing about our CMS is that it automates programming so coding expertise is generally unnecessary. However any changes to the overall structure or logic go through the development workflow above.
The website is the primary portal for public information, so accuracy is paramount. These steps ensure high quality, but they can take more time than is readily evident.- By default, eNotifications are automatically sent to the chosen categories for items where "Include in eNotification" is checked (see screenshot -- this would send to "Get Involved" News subscribers).
For most items (News, Jobs, RFP), if the proper checkboxes are checked *any time up to 6 days after* the Publish Date of the item, the eNotification will automatically send out.
For Events it is reversed -- when it is *6 or fewer days before* the Event Start Date/Time, the eNotification will automatically send.
Additional Notes:
* Want to send a notice manually, or even re-send an edited version later? That's fine. You can disable automatic sending after creating an item by immediately going to Site Content >> eNotifications >> Scheduled Items (if within the 6 days; "Unscheduled Items" if outside 6 days), finding the item, and clicking "Schedule" to choose "Send Later."
* Our system checks for eNotifications to send every half hour, so new messages may not send for up to 30 minutes.
* There are some circumstances where an eNotification will not automatically send:
--- The dates must be "current" for automatic sending. For News, Job Posts, RFP Posts, the start/post date cannot be more than 6 days old from the current date and time. Events must have a start date within the next 6 days.
--- If you only check the eNotification box but do not select any categories, the eNotification has nowhere to go and will not be sent.
--- If you select categories with 0 subscribers, it will not send the email because there is no one to send it to.
--- If the item is not yet published, is expired, or is assigned to a member group, it will not be sent out. - We will see if this can be escalated sooner, but it is not guaranteed. Updates to our base product are collected over time, developed and tested over cycles of 1-2 weeks, then tested extensively over 1-2 more weeks to work with all site designs, then custom-installed on all of our backup copies of sites and then on each live site.
This development cycle allows our quality assurance testers to send changes back for further development before pushing live to your site. The benefit of this release cycle is higher consistency / fewer bugs in each release, but the downside is if any (non-emergency) bugs do make it through, there is a potential to have to wait through the next release cycle. - The main guidelines for creating permissions for a Content Group are as follows:
* You need a Content Group
* You need at least one Content Role
* You need at least one Workflow
* The Content Role(s) must be assigned to the Content Group
* The Workflow(s) must be assigned to the Content Role(s)
* You need at least one user
* The user(s) must be assigned to the desired Content Role(s) and Workflow State(s)
* The desired pages, events, and other department content must belong to the Content Group - If you can bring a merchant account with Authorize.NET or PayPal, we do have an online payment option!
As an example of how this integrates with the system, here are a few screenshots from a dog license form used by our client Lemon Grove, California (they use Authorize.NET) --
Payment Form 1: http://screencast.com/t/9k7XK1I2OPI
Payment Form 2: http://screencast.com/t/mbUMXbzuy58z
Payment Form 3: http://screencast.com/t/8EVJAaVGe1
Payment Form 4: http://screencast.com/t/srLMub9Ry
Once set up, online payments can be attached to any form you please and offers options to automatically tally up add-on fees and allow you to control how long the user has to submit payment (see expiration time in 3rd screenshot above).
The administrative back end allows you to export transactions, sort and filter by paid/unpaid, refunded, and transaction type as well as attach multiple merchant accounts. Here is a screenshot of transaction records: http://screencast.com/t/AhbuY7FcJ7jx
We can enable Online Payments for a flat fee of $1,000, not counting any fees Authorize.NET or PayPal may require. If you have further questions or would like to proceed, let me know and we will answer and/or prepare the necessary paperwork. - Always happy to provide resources for fresh users!
For 1-3 new users we typically recommend purchasing a remote training session with our training manager. One of these classes lasts up to 3 hours and can be tailored to cover the material relevant to your most important operations. The cost for one training session is $675 while two sessions (for example one for basic content editing and one for administrators) is discounted to $1,000. If that interests you, say the word and I will inquire internally about how soon we could schedule it.
We also schedule regular webinars for free, though they tend to cover only specific functions such as the Forms and Surveys Tool, eNotifications, or Facility Reservations. A new user would still be recommended to go through a more general curriculum.
Finally we have recorded many of these webinars and saved them in the Help section of your CMS. That and a lot more is available there:
* Help >> Online Reference
--- User guide covering all areas of the site
* Help >> CMS Videos
--- Video training on components
* Help >> Recorded Webinars
--- Recorded training webinars led by staff experts like our Products Manager on advanced features like Forms & Surveys, Job Application Manager, and Page Templates
--- The "CMS Overview" webinar is a high value package of "Wow, I didn't know the visionCMS could do that!" material. Recommended viewing for everyone.
* Help >> Release Notes
--- All of the changes and additions included in recent visionLive updates
* Help >> Online Reference >> Miscellaneous >> 3rd Party Integration
--- Quickly answers all facets of a question everyone has: How can we integrate other systems into our website?
If you are interested in scheduling a training session, let me know and we will move forward. Take this link below and change the YELLOW HIGHLIGHTS to the client's website domain and the NavID number of the target page:
http://WWW.CLIENTDOMAIN.COM/Sys/Sso/Login?ReturnUrl=%2F%3Fnavid%3DNAVID_NUMBER
This is now the URL they should use wherever they have member group login links.
THE PROBLEM
When the editor goes to edit a page, they receive the "Error! Form elements are only supported when the content area is set to iFrame!" message and the content area appears empty
THE CAUSE
The addition of the ability to edit a content area with inline editing has removed a type of iFrame that wrapped the content area when using the pop up window. This now causes the warning message when an embedded form is on the page.
If you look on the HTML and see <form> tags, this is what is triggering the behavior.
THE SOLUTION
If the content area is accessed through the traditional pop out box after clearing the error, the content will appear and be editable.
We can also activate the content area widget control that will allow the inline editing to be disabled for that page and the warning will no longer appear. Ask anyone with sysadmin rights to do this.
Owner: PM
Resources: team
Notes: Post-mortem/review of project process. Convert to an event once scheduled.Owner: PM
Resources: PM
Notes: Send email to everyone@visioninternet.com with information about the websiteOwner: PM
Resources: PM
Notes: Send template email to client with link to surveyOwner: PM
Resources: Client, NetAdmin
Notes: Review the checklistOwner: PM
Resources: Client, NetAdmin
Notes: Client updates DNS A record, PM notifies ITOwner: PM
Resources: PM
Notes: Client updates and finalizes content. PM advises client as needed.Owner: PM
Resources: PM, Technical Support, Client
Notes: Email client based on template
Owner: PM
Resources: Technical Support
Notes: Discuss date of go-live with clientOwner: PM
Resources: PM
Notes: IT launch checklistLessons Learned:
- If a client wants online payments, they need an SSL certificate, which doesn't typically work until after the site has launched.
Owner: PM
Resources: PM, client
Notes: Contact client to schedule date of go-live and coordinate with IT. Follow checklist.Owner: PM
Resources: FE Developer, BE Developer, GD, QA Specialist, NetAdmin
Notes: Send client sign-off document and have them execute/send backOwner: PM
Resources: PM, client
Notes: Send list to programming for completionOwner: PM
Resources: PM
Notes: Send client sign-off document and have them execute/send back with date of completionOwner: PM
Resources: Technical Support
Notes: Client creates punchlist, Vision creates addendum if neededOwner: PM
Resources: PM/CMS Support
Notes: Send email to client based on existing template
Owner: Trainer/PM
Resources: PM
Notes: Refer to Training Scheduling pages for more detail
Owner: Trainer/PM
Resources: PM
Notes: Refer to Training Scheduling pages for more detail
Owner: Trainer/PM
Resources: PM
Notes: Refer to Training Scheduling pages for more detailOwner: PM
Resources: PM
Notes: Conduct post-transfer QA launch checklist items
Owner: PM
Resources: PM
Notes: Conduct new site configuration checklistOwner: PM
Resources: PM
Notes: Go through the Post-Transfer checklistOwner: PM
Resources: PM, Content Migrator
Notes: Go through the Post-Content Migration/Transfer To-Do checklist
Milestone: XM4-4
Owner: Backend developer
Resources: PM, Backend developer, NetAdmin
Notes: IT transfers, configures, and sets up the website on production serversOwner: PM
Resources: PM
Notes: Coordinate with IT and create ticket in BTNET. Refer to sheet 3-SL01 Site Transfer in the Project Profile.
Lessons learned:
- Make sure to always provide IT with client's domain(s) in the site transfer ticket
- Technical background: Our webserver configuration uses host headers to direct traffic to the correct website on the server. Every time a user tries to load a website, it sends a request to the server and says “I want something for the website example.com”, so we need to set our server to direct example.com to the correct website. If that doesn’t get setup, their domain will not resolve to their website and will produce a 404 error.
- Specify if www should work or not
- Make sure to always provide IT with client's domain(s) in the site transfer ticket
Owner: PM
Resources: PM
Notes: Go through checklist
Owner: PM
Resources: PM, Content Migrator
Notes: PM completes content re-organization OR schedules a content migrator through migration Lead
Owner: PM
Resources: BE Production Manager, BE Developer, PM
Notes: IT downloads the database/file center, BE programmer imports into new website. Any issues found are reported to PM.
Owner: PM
Resources: PM, Content Migrator
Notes: Meet with IT and Lead BE to coordinate date/time, then post BTNET ticket assigned to IT
Owner: PM
Resources: Content Migrator
Milestone: XM3-4
Owner: PM
Resources: Accounts
Notes: PM receives website prototype and notifies accounts for billingLessons Learned:
- Make sure you have a list of the customizations on the old CMS and find out whether they are doable on the new CMS before going to implementation (upgrades only)
Owner: QA Specialist
Resources: FE Developer, BE Developer
Notes: Issues/bugs are sent back to programming, then returned for resolution confirmation
Owner: QA Specialist
Resources: QA Specialist
Notes: QA Specialist runs through QA checklist
Owner: PM
Resources: PM, Trainer
Notes: Refer to Training Scheduling pages for more detail
Owner: PM
Resources: PM, QA Specialist
Notes: Liam requests QA to be scheduled, PM creates a new ticket
Owner: PM
Resources: BE Production Manager, BE Developer, PM
Notes: HTML/CSS is implemented to the visionCMS
Owner: PM
Resources: FE Production Manager, FE Developer, PM
Notes: HTML/CSS templates are created
Owner: PM
Resources: PM, NetAdmin
Notes: Remind client if no progress has been made
Owner: PM
Resources: PM
Notes: Add to the project profile
Owner: PM
Resources: PM
Notes: Create BTNET ticket and assign to Frontend Lead
Owner: PM
Resources: PM
Notes: Complete project profile
Owner: PM
Resources: PM, Client
Notes: Worksheet completed and approved with user credentials for training- Owner: PM
Resources: PM - Owner: PM
Resources: PM, Content Migrator
Owner: PM
Resources: PM, Content MigratorLessons Learned:
- Ask clients if they have any large documents (30+ MB). Document central can't be used for files this size.
Owner: PM
Resources: PM
Notes: Sitemap also has content groups identified- Owner: PM
Resources: PM
Owner: PM
Resources: PM
Notes: Reorganize pages from current sitemap based on new navigation structure determined by the wireframe
Owner: PM
Resources: PM
Notes: Send ticket to GA with list of widgets and main navigation
Owner: PM
Resources: PM
Notes: Client returns completed sitemap back to PM
Owner: PM
Resources: PM
Notes: The approval cycle from the current site will be carried over, thus this is only applicable if the client wants to make changes to their current setup
Owner: PM
Resources: PM
Notes: Send the proposed sitemap to client and request for their review and reorganize if necessary
Owner: PM
Resources: PM, Content Migrator
Notes: Reorganize the current pages into the new navigation structure determined by the wireframe
Owner: PM
Resources: PM, Content Migrator
Notes: Create existing sitemap down to the third level of navigation
Owner: PM
Resources: PM, Content Migrator
Notes: See content migration scheduling process
Owner: PM
Resources: PM
Notes: Send email with survey link to client - see template for reference
Owner: PM
Resources: PM
Notes: Official signoff
Owner: PM
Resources: PM
Notes: Client must sign-off on written approval
Owner: Graphic Design
Resources: Graphic Design
Notes: Designer makes revisions to interior pages based on client feedback
Owner: PM
Resources: PM
Notes: Present to client with link to comps on InVision. Encourage client to post comments and feedback in InVision with instruction if needed.
Owner: PM
Resources: Frontend and Backend Production Managers
Notes: Make comments on InVision and send link to DesignReview@visioninternet.com
Owner: Graphic Design
Resources: Graphic Design
Notes: Designer creates interior design concepts and mobile designs
Owner: PM
Notes: PM
Resources: After all revisions are made, client must sign-off on the written approval
Owner: Graphic Design
Resources: PM
Notes: Make revisions (as few as possible) to homepage design based on client feedback
Milestone: XM2-4
Owner: PM
Resources: Finance
Notes: Billing Milestone - notify ElizabethOwner: PM
Resources: PM
Notes: Present to client with link to comps on InVision. Encourage client to post comments and feedback in InVision with instruction if needed.
Owner: PM
Resources: Frontend and Backend Production Managers
Notes: Make comments on InVision and send link to DesignReview@visioninternet.com
Owner: Graphic Design
Resources: Graphic Design
Notes: Designer creates design concept(s - depending on # stated in contract)
Owner: Graphic Design
Resources: Graphic Design
Notes: Art Director delivers to designerOwner: Carrie, Bryan, or Joe
Resources: Trainers or PM
Notes: Workshop is delivered depending on type of content strategy package included in the contract
Owner: PM/UX Specialist
Resources: PM/UX Specialist
Notes: PM sends IA approval package with consulting workshop summary email
Owner: Graphic Design
Resources: Graphic Design, PM
Notes: Art Director reviews mood board and collects assets/input/feedback etc.
Owner: UX Specialist
Resources: UX Specialist, PM
Notes: UX specialist presents usability study and wireframesLessons Learned:
- Take any opportunity to remind the client of the goal for the consulting meeting regarding the wireframe approval. If you suspect or they tell you approving something on the spot will be difficult, communicate with UX to see if it would make sense to give them access to the wireframe ahead of the meeting.
Owner: PM
Resources: PM
Notes:- Cover Consulting Workshop agenda
- Present the implementation process timeline deck, for either upgrade or new projects
- Fill out Upgrade Consulting Checklist (if necessary)
Owner: UX Specialist, PM
Resources: UX Specialist, PM
Notes: Send to production for review and verify it's within scope.
Owner: UX Specialist
Resources: UX Specialist, PM
Notes: Create wireframes based on discovery package
Owner: Graphic Design
Resources: Graphic Design/UX/PM
Notes: Board is created based on findings from discovery package.
Owner: UX Specialist/Graphic Design
Resources: UX Specialist/Graphic Design/PM
Notes: Check submissions to verify that client has completed surveys by due date
Owner: PM
Resources: PM, Content Migrator
Notes: Refer to Content Migration Standards
Owner: PM
Resources: PM
Notes: Suggest days, check with Uriz and Natalia and their calendars.
Lessons Learned:
- Confirm that all key decision makers can attend and consider rescheduling if not
- Track progress from both client and Vision during time in between kickoff call and consulting meeting to ensure data gathering is complete. Otherwise, this could end up in friction if we proceed with the consulting meeting. Include UX and client in discussion about whether to proceed.
- If possible, schedule the kickoff and consulting meetings within the PST business hours. Be careful not to push it however so the client becomes irate.
Owner: PM
Resources: PM, UX Specialist
Notes: Help client install if needed
Owner: PM
Resources: PM, UX Specialist
Notes: If the client already has an account, request access. If not, help the client set it up.
Owner: PM
Resources: UX Specialist
Notes: Send surveys, InVision instructions, heat mapping and Google Analytics implementation instructions
Owner: PM
Resources: PM, UX Specialist
Notes: Provide a summary of what was covered during the kickoff call and schedule/confirm date for consulting meeting
Owner: PM
Resources: PM
Notes: Refer to the Content Migration Scheduling Process for more information.
Owner: PM
Resources: PM
Notes: Set up FTP, Dropbox, or other preferred methodLessons Learned:
- Make sure the client doesn't have an existing FTP that hosts minutes/agendas/other documents
- If possible, avoid using a method the client hasn’t used before
Owner: PM
Resources: PM/UX Specialist
Notes: Create ticket in accordance with UX process documentation
Owner: PM
Resources: PM
Notes: Use the kickoff deck, for upgrade or new projects
Owner: PM
Resources: PM
Notes: Invite client and RSM
Owner: PM
Resources: RSM, PM, Production Manager (Optional)
Notes: Read hand-off meeting documentation - Sales to Ops AgendaOwner: Lead PM
Resources: Lead PM
Milestone: XM1-4
Owner: Admin
Resources: Accounts / Legal / Sales / Admin
Note: See Introduction email templates and hand-off agendaTo reset one site's cache in Chrome:
1. Launch Google Chrome and click on the Menu on the top right corner and click on Settings
2. Scroll to the bottom and click on "Advanced"
3. Under the "Privacy and security" section, click on "Content settings"
4. Click "Cookies", then "See all cookies and site data." It opens a new window with a list showing all stored cookies and cache
5. Type your URL in the "Search cookies" text box in the top right corner. The list is filtered showing only data from the searched domain
6. Click the "Remove All Shown" button
To reset one site's cache in Firefox:1. Press Ctrl+H to open the History sidebar
2. In the History search, enter your URL
3. Hover over the result(s) below until a tooltip appears beginning with your URL (it may be the first entry or could be further down)
4. Right-click that result and choose "Forget About This Site"