Vision Technology Solutions, LLC

FAQs

What should be done in preparation for a CMS Training?
COVID-19- All Attendees
- Set up your workstation so you can watch the presentation AND also participate-
- 2 monitors are ideal BUT you can use your smart phone or iPad/tablet to watch the training
- Charge your devices!
- Get comfortable using Go To Meeting
- USE CHROME
- Be early
PRIOR TO TRAINING DAY—
- Make sure all necessary staff are invited
- If gathering in a central conference room; test the laptop/projector for functionality
- Verify your internet connection in conference room (hardwire, wireless, both)
- Verify that all participants and/or conference rooms are equipped with audio (mic/speakers) and a computer to login to GoToMeeting, as well as follow guided CMS activities
DAY OF TRAINING—
- Invite all participants to be available 15 minutes prior to scheduled start time
- Please encourage all remote participants to be logged in to GoToMeeting 10-15 minutes prior to scheduled start time
- These valuable steps will ensure that less time is spent on technical logistics and more time is spent preparing you to use the CMS.
TRAINING SETTING OPTIMIZATION NOTES-
- USE CHROME
- It is best to have everyone participating in the training 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
What is covered in a Basic CMS Training?
Objectives

After the 3 hour Basic Training participants will be able to...
1. Navigate/find their content
2. Edit/publish their content properly
3. Organize content within the components to display within widgets on the proper pages
This is a hands-on training, all participants are expected to have their own workstation (computer) and will be building content throughout the exercises

Agenda

Basic Training (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
During a Basic Training the Trainer will also cover elements of:
1. SEO-Search Engine Optimization
2. WCAG 2.0 AA
What is covered in a Super User Session?
The 3 hour Super User Session
- All Participants should have participated in the Basic Session
- Super User means- A CMS User has has access to build/edit content for all Content Groups, and is responsible for the overall settings of the CMS
- All Super Users will be given a tutorial of the content within the Administration and Configurations drop down menus
- Hands on training within the Page Templates component
- Overview of how to update the Home Page and Customized Content
Agendas are fluid/ dependent on client:
- 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
- Administration/Configurations Tabs
  - Reports
  - CMS User Accounts
  - Website User Accounts
  - Workflows/Approval Cycles
  - Security Roles
  - Departments
  - Trash Can
  - Friendly URL Redirect
  - Social Media Accounts
  - System Variables
  - Custom Content
- Editing the Home Page
- 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