Getting Started Tutorial

From Career Pathways Tutorial

(Difference between revisions)

Current revision as of 03:03, 13 April 2009

Due to cross-browser issues, please use the latest version of FireFox or Internet Explorer 7 when working in the Career Pathways Web Tool: http://oregon.ctepathways.org

For questions, technical assistance, or training needs please email help@ctepathways.org and we will get back to you by the next business day.

1 Logging In
2 Forgot Your Password?
- 2.1 Issuing a User a New Password
3 Guest Login
- 3.1 Apply For An Account
4 Once Logged In
- 4.1 Site Navigation & User Permissions
5 Drawings
6 Organization Colors
- 6.1 Editing Organization Colors
7 Configure Organizations
- 7.1 Adding New Organizations
- 7.2 Editing Organizations
8 Users
9 Dashboard (previously Site News)
10 Embedding Instructions
11 Questions/Problems?
12 Log Out

Logging In

From the Career Pathways login page:

Type your full Email address, for example name@institution.edu.
Type your personal, case sensitive, Password - either temporary or previously created.
Click the Log In button.

Forgot Your Password?

From the Career Pathways login page:

Click the link for Rest Password above the login form.
Type your full Email address, for example name@institution.edu, in the form field provided.
Click the Submit button; a temporary password will be sent to your email account.
Within moments an automatically generated email with a temporary password will be sent to your email account.
- NOTE: If you have received this email in error, please ignore it. Your current password will remain valid.
- The email contains a link that, if clicked, will sign you in to your account and load the Change Password page for your user account.
- Otherwise, note the temporary password at the bottom of the email and return to the Career Pathways login page. Type your email address and temporary password, and click Log In. (If you have set your browser to remember passwords, make sure to type in the new temporary password.)
- You will be automatically redirected to the Change Password page for your user account.
  - Create and confirm your new password.
  - Add complexity, to your new password, by mixing uppercase and lowercase letters and numbers; 6-8 characters are recommended.
  - Write it down in a secure place.

Issuing a User a New Password

School Admin, Webmaster, and State Admin users can issue a new password for existing users within their organization by following these three easy steps.

Once logged in to the Web Tool:

Click the link for Users from the side navigation.
Click the edit link next to the users name.
Click the button to Send New Password, and return to the Users list.
- An automatically generated email, with a temporary password, will be sent to the user allowing them to log in and create a new password for their account.
- NOTE: If the user receives this email in error, they can ignore it; their current password will be valid until the temporary password is used.

Guest Login

This feature allows anyone to explore the Web Tool through a "Staff" user-level guest account. A guest user can explore all organization drawings, and can copy and create new drawings within the "Guest" account.

From the Career Pathways login page:

Click the Guest Login button.
The screen will refresh with a Guest Login form. Please tell us who you are in order to log in.

Your information will not be shared with any other parties, and will not be associated with any work you do while logged in.

Apply For An Account

Within the Guest account, persons affiliated with a Web Tool-registered Oregon school or business can request an account online. The Organization Administrator for that organization will receive an email notification to approve or deny the new account request.

From the Guest account Dashboard:

Click the Quick Links Apply for an Account button.
The screen will refresh with a prompt asking, "Are you affiliated with an Oregon school or business?".
If Yes, you will be directed to fill out a New Account Request form. Please provide accurate information for your account so that you can be notified of Web Tool updates, and receive technical and training support. Your name will be associated to all drawings you create or modify, within the Web Tool.
- Please tell us your:
  - First Name
  - Last Name
  - Email (for example name@institution.edu) -- this will be your login!
  - Job Title
  - Phone Number
  - Organization -- select a registered school or business from the drop down list.
  - and How did you hear about us?
- Click Submit Application. You can expect a response within one business day.
- When your account request is approved, you will receive an email notification with a temporary password and link to login to your new account.
If No, you are invited to continue exploring the Web Tool as a guest.
- A contact form is provided if you would like to contact us about using the Web Tool in your school or business outside of Oregon.

NOTE: All fields marked with an asterisk (*) are required.

Once Logged In

Your user name will appear at the top of the page under the Career Pathways header. All pages within the site will confirm your User name, and provide options to Change Password and Log Out.

Upon logging in, the Dashboard displays a Welcome... message and information such as Updates to the Career Pathways Web Tool, along with Quick Links to Report a Bug or Request a Feature.

You can return to the Dashboard at any time by clicking the link for Dashboard at the top of the side navigation menu, or the "Career Pathways Web Tool" header.

Site Navigation & User Permissions

Site navigation features vary depending on user level permissions: School Admin, Webmaster, Staff, State Admin. Each has the following:

School Admin

Dashboard: displays news related to recent Web Tool updates, and access to Quick Links to Add a User, Report a Bug, or Request a Feature.
Drawings: ability to create, edit, view, publish and delete drawings within user's organization only; has view and copy this version privileges for other organizations drawings.
Organization Colors: ability to customize color palette for user's organization only.
Users: ability to add, edit and delete Staff, School Admin and Webmaster users within user's organization only. Ability to view list of all users within other organizations.

Webmaster

Dashboard: displays news related to recent Web Tool updates, and access to Quick Links to Add a User, Report a Bug, or Request a Feature.
Drawings: ability to create, edit, view, publish and delete drawings within user's organization only; has view and copy this version privileges for other organizations drawings.
Organization Colors: ability to customize color palette for user's organization only.
Users: ability to add, edit and delete Staff and Webmaster users within user's organization only. Ability to view list of all users within other organizations.
Embedding Instructions: provides examples and resources for embedding and customizing published drawings.

Staff

Dashboard: displays news related to recent Web Tool updates, and access to Quick Links to Report a Bug or Request a Feature.
Drawings: the ability to create, edit, view, publish and delete drawings within user's organization only; has view and copy this version privileges for other organizations drawings.
Users: ability to view list of all users within the Web Tool.

State Admin

Dashboard: displays news related to recent Web Tool updates, and access to Quick Links to Add a User, Report a Bug, or Request a Feature.
Edit Resources: ability to add and edit resources, such as Welcome, Tutorial, Release Info, ADA Compliance, and general feature highlights; published on the Career Pathways Dashboard and Resource links for all users.
Drawings: ability to create, edit, view, publish and delete drawings for all organizations.
Organization Colors: ability to customize color palette for all organizations.
Configure Organizations: ability to add new organization to the Web tool, manage names, abbreviations, addresses and website references for all organizations.
Users: ability to add, edit and delete all users for all organizations.
Email Templates: ability to customize email templates for automatic email responses sent from the Web Tool.
Embedding Instructions: provides examples and resources for embedding and customizing published drawings.
Guest Logins: ability to monitor guests that log in to the Web Tool.
Stats: view statistic reports on total drawings and versions, editing history, traffic logs, maps embedded, and error logs.

RESOURCES

Tutorial: provides links to online training materials for all Web Tool features.
Release Info: displays news related to all Web Tool updates, and provides links to new feature highlights.
ADA Compliance: displays news related to ADA Compliance.
Help: online form for submitting help requests to the Pathways Web Tool User Support team.

Drawings

To access, click Drawings from the side navigation menu.

Drawing List Features

Keyword Search allows you to search for drawing titles, keywords in drawing content, and user names. Click Go or hit Enter to process the search.

The drawing list interface allows you to view and sort the drawings list by all Organizations, Users and drawing Titles filters.
- Upon login, filters default to logged-in user's organization and user name, with the drawing list showing only drawings associated with the logged-in user.
- The filters are designed to remember selection changes users make:
  - Click [Show All] for Users to view all drawings by all users for your organization.
  - Click [Show All] for Organizations to view all drawings for all organizations. Users and Titles will automatically [Show All].
  - Click on any single Organization or User Name to view corresponding results.
  - Select multiple Organizations, Users or Titles by holding down the CTRL key to view corresponding results.
  - Click on a specific Title to show all users associated with that drawing.
- Click the link for my drawings above the drawing list to restore default settings for the logged in user.

All drawings are listed in alphabetic order sorted by drawing title.

Each drawing must have a unique title. The Web Tool stores and references each drawing by organization abbreviation and drawing title.

Each drawing is highlighted in grey, and reflects who created and modified the drawing.

Versions of each drawing are listed beneath the drawing title in numeric order. Each version has two links listed next to the version number: info and draw/view.
- info provides a summary of the drawing title, version number, who created and modified that version, a link to share that drawing with others, and the ability to delete this version - view Deleting Drawing Versions for more information.
  - From here you can add a Note to help identify details about this version, and also Publish this version.
- draw means the drawings is available to be edited, copied, and/or published. Draw is listed when that version has never been published; Draft is stamped in the background of the drawing.
- view means the drawings is available to be copied into a new version, and/or is Published. If currently published, you can only copy this version. If previously published, the drawing is stamped Outdated and you can publish this version and/or copy this version to edit the drawing.

To edit drawing titles, click on a drawing title from the drawing list. Here user's can also view detailed information about each drawing versions, such as who created and modified each version, or click links to enter “draw” mode, “preview”, or “copy this version” for each version.

Published versions are highlighted in tan, and stamped with the word published in parentheses beside the version number, for example Version 2 (published).

To obtain the embed code for publishing a drawing to external websites, click the drawing title from the drawing list. See Publishing Drawings for more information.

Adding a New Drawing

Click the green + sign at the top of the drawing list.
Type a short and descriptive Title for your drawing, such as "EMT", "Accounting", or "Game Programming". Please do not add your organization's abbreviation to the title.
Click Create.
Your drawing and Version 1 has now been created.
- Your organization abbreviation, the Career Pathways logo, and drawing title are automatically placed in a header at the top of the drawing area. These are fixed.
- To edit the drawing title you must return to the drawing list, click the drawing title, and click edit.

Tools Orientation

The drawing window tools operate in a WYSIWYG fashion (What You See Is What You Get). View HELP on the drawing canvas, and click More Help for a complete list of features.

Adding Objects

Right-click the drawing area for a tools menu to add new objects (box, line, arrow) on the spot clicked.
Or, from TOOLS (left of the drawing area) click line, arrow, or box to add objects to a fixed left-hand destination on the drawing area.

Deleting Objects

Delete objects with the DELETE key or the object's menu.

Duplicating Objects

Duplicate objects with CTRL+C, CTRL+V or the object's menu.

Customizing Objects: Editing Content

Right-click an object for a menu of customizing options.

To add/edit box titles, right-click the desired box and click Edit - Title.
- Use your keyboard and/or mouse to highlight and edit text.
- Click outside of the box to accept changes.
- Titles default to all CAPS.
- Please do not exceed 2 lines of text for your box titles.

To add/edit box content, right-click the desired box and click Edit - Content.
- A WYSIWYG editor will open for text entry and text formatting. Here you can create hyperlinks and edit source code for additional formatting options.
- NOTE: You are welcome to copy and paste text from any generic text editor such as NotePad, however please DO NOT copy and paste text from Microsoft Word as undesired formatting results may occur.

Create dynamic connections. Connect two boxes by selecting Start Connection Here from one box's right-click menu and End Connection Here from another’s. These dynamic connections move with the connected boxes as layout changes occur.

Customize connections by right-clicking on the connecting line and selecting options such as Start Point, End Point, Orientation, Segments (default set to “1 (Straight Line”), Color, and Delete.

When selected, connections now show a blue box frame, with a green control point at the start and a red control point at the end. The object's menu can be brought up by right-clicking anywhere within this box. Click and drag the start control point or end control point to adjust the starting or ending location.

To change object colors, select the object and click a color from TOOLS, or using Color on the object's menu.
- Connections are automatically assigned the color of the box they start from. If you change the color of the box, the connection is automatically updated; however you can manually override the connection color as stated above.

Snap To Grid

Right-click the drawing area for a tools menu to show and/or edit the grid.
Snap to Grid is enabled by default. To disable, choose Grid → Snap to Grid from the tool's menu.
The grid is 10 pixels by default, and can be any size. To change the grid size, choose Grid → Edit Grid Size from the tool's menu.
Grid options are not saved.

NOTE: There are no “save” or “undo” features built in to this web tool. Drawing changes are instantaneously saved as they are made to the drawing. Confirmation is provided before any objects are deleted from the drawing area.

Moving and Resizing Objects

Moving Boxes:

Click any point of a box, and drag and release your mouse at the desired location. When clicked, boxes are highlighted with a blue box frame.

Resizing Boxes:

When selected, boxes are highlighted with a blue box frame, with left and right blue control points. Click and drag either point to expand/retract box width. Box height is determined by content.

Positioning Objects:

When selected, connections, lines and arrows now show a blue box frame, with a green control point at the start and a red control point at the end. The object's menu can be brought up by right-clicking anywhere within this box. Click and drag the start control point or end control point to adjust the starting or ending location.
When dragging a box, line or arrow, hold down the ALT key (option on Mac) to move the object without snapping to the grid.
When dragging a control point for a line or arrow, hold down the Shift key to make the line vertical or horizontal.

Connecting lines adjust with boxes as layout changes occur. Right-click a connection to change connection Segments, and Start and End Points as necessary to obtain desired layout.

To change the pointing direction of basic arrows, click and drag the arrow head control point in the desired direction. Hold down the Shift key while dragging to make the line vertical or horizontal.

Video Demonstration

View a short video demonstrating several key Web Tool drawing features here.

Copying Drawings

Do you have a drawing that you want to use as a template for other roadmaps? Then this feature is for you!

Select copy this version from the drawing tools menu, or drawing title link from the drawing list menu. This feature operates through a pop-up window.

Within Your School, you can create:
- a New Version, to the existing drawing, or
- a New Drawing, which copies the existing drawing into an identical new drawing at your organization; provide a new^[1] drawing name before hitting “OK”.
From Another School, you can create:
- a New Drawing at your school, and provide a new^[1] drawing name before hitting “OK”.
- the drawing will be added to your school list and Version 1 will be created.

Note

1: New Drawing Name

If no new drawing name is provided, the original drawing name is used and the word “copy” is appended to the new drawing name by default.

2: Drawing Status?

No matter the drawing status, any drawing can be copied into a new version or new drawing.

Renaming Drawings

Each drawing must have a unique title. The Web Tool stores and references each drawing by school abbreviation and drawing title.

To rename a drawing:
1. click the drawing title from the drawing list
2. click edit to the right of the current drawing title
3. a text editing field will appear; change the title as desired
4. click save

Warning: changing the drawing title will break any external web pages that link to this drawing. Update external links as appropriate.

Return to the drawing list by clicking the "back" arrow on your browser, or clicking Drawings from the side navigation of the Web Tool.

Sharing Unpublished Drawings

These are permanent links to this specific version of the drawing. If this version is deleted, the link will break. If the version is copied and updated, this link will only ever point to this version.

From the Drawings list click the info link next to the drawing version you wish to share.
Copy and paste the link into an email message, and send it to the desired recipient to share your in-progress drawing.
- The recipient will view the drawing as a stand-alone HTML web page and will not be able to edit the drawing.

Publishing Drawings

Once "published" a drawing can no longer be edited. From the Drawing list the link to "draw" a roadmap will be changed to read "view" in the drawing list. In order to edit the drawing, a new version must be created by copying the published version. Previously published versions can no longer be edited either, however, they can be re-published.

Links to published drawings will always point to the currently published version of a drawing. When a link to a published drawing is shared by email or embedded in a website you will not have to update that link as new versions are published. The only time a link must be updated is when the drawing title is edited.

To publish a drawing from the Drawing list:

Select the info link of a drawing version
Click the button to publish this version
You will be returned to the Drawing list, and the version published will be highlighted and stamped as "(published)".

To publish a drawing while viewing a drawing in draw or view mode:

Select publish this version from the drawing tools menu
You will be redirected to the version info page; click the button to publish this version.
You will be returned to the Drawing list, and the version published will be highlighted and stamped as "(published)".

Users are able to publish drawings within their school only, with the exception of State Admin who can publish drawings for all schools.

Embedding Published Drawings

To embed a drawing on an external website, copy the Embed Code provided through the Drawing list, drawing title or version info links. Paste this code into the section of your website where you want to include the drawing.

Here is a example of embed code:

<iframe width="800" height="600" 
src="http://oregon.ctepathways.org/c/published/lcc_early_childhood_education"
frameborder="0" scrolling="no">
</iframe>

Webmaster users can follow the Embedding Instructions provided in the Web Tool site navigation for additional details.

Adjust width and height attributes to accommodate roadmap accordingly:

width="750" height="600"

Printing Drawings

For best results, design your roadmap drawing to fit to one (1) page in a portrait layout. To do so, keep all objects within the boundaries of the blue title bar at the top of the drawing pane. NOTE: The Web Tool does not currently support landscape layout or multi-page printing.

From the drawing list, click view or draw for the drawing you wish to print.
Click print this version, from TOOLS on the drawing canvas, to render a roadmap drawing for printing from the browser menu.
Select print preview to preview your drawing prior to printing, and to ensure it will fit to one (1) page.

Change print size from "Shrink to Fit" to a fixed percentage or scale if drawing preview shows an undesired layout.
Set your browsers print settings to "print background images" so that titles of boxes print white over dark colored boxes. Directions follow below.

Setup FireFox
* Click File --> Page Setup...
* Make sure Options - Print Background (colors & images) is checked
* Click OK to save

Setup IE7
* If you do not see your browser toolbar at the top of your browser window, 
  hit the ALT key (for PC) to make it visible.
* Click Tools --> Internet Options
* Click the Advanced tab
* Under Settings, scroll down to Printing
* Make sure Print background colors and images is checked
* Click OK to save

Print To PDF

Do you need a roadmap drawing in PDF format to share with colleagues or have available to download from your institutions website? By emailing help@ctepathways.org and requesting a PDF of your roadmap, you are guaranteed to have a PDF document with active hyperlinks, keeping your roadmap data accessible to all viewers.

When submitting a request, please include your name, school, drawing title and version number. We will provide a high-resolution PDF document by email.

NOTE: Users on Mac computers are able to print direct to PDF. PC users are able to print to PDF if they have PDF writing software installed on their system. However, printing direct to PDF will not keep hyperlinks in your roadmap drawings "live". Please email help@ctepathways.org for assistance.

Deleting Drawings

There is no way to recover deleted drawings! Don't be hasty to clean-up or delete old versions of drawings. Take advantage of the version control this Web Tool provides to maintain an archival history of your roadmaps.

To delete an entire drawing, including all of its versions, click the drawing title from the drawing list, select the link to Delete drawing and all versions at the bottom of the page, and click Yes to confirm.

CAUTION! Deleting drawings in this manner will remove all versions. Please be careful! Deleting drawings will break any links from external web pages to that drawing. There is no way to recover deleted drawings!

Only State Admin users have the ability to delete drawings for all schools.

Deleting Drawing Versions

There is no way to recover deleted drawings! Don't be hasty to clean-up or delete old versions of drawings. Take advantage of the version control this Web Tool provides to maintain an archival history of your roadmaps.

To delete a drawing version, click info next to the drawing version on the drawing list, select the link to Delete this version at the bottom of the page, and click Yes to confirm. That version number will no longer be available for future versions of that drawing.
If a drawing only has one version, click the drawing title from the drawing list and select Delete drawing and all versions at the bottom of the page, and click Yes to confirm.
If a drawing version is currently Published, the version cannot be deleted. Copy the published version to a new version and click the info link on the old version to delete that version, or click the drawing title from the drawing list to Delete drawing and all versions (at the bottom of the page), and click Yes to confirm.

ADA/504 Accessibility Compliance

Viewing Roadmaps

The transition to using the Canvas technology for rendering roadmaps also enables end-users and roadmap creators with vision impairments to zoom the view of each roadmap to a certain extent. Using the browser's zoom functionality a roadmap viewer can zoom a roadmap in or out of normal view. Zooming out too far will cause certain components of the roadmap to appear broken, or missing color.

Text-Only View

A URL to an "accessible" (text-only) version of your drawing is available in the drawing's information page, accessed by clicking the drawing title from the drawing menu. This view eliminates all the graphical components of the roadmaps, and is suitable for viewing in any browser or using a screen reader.

<a href="http://oregon.ctepathways.org/c/text/cocc_emt_basic.html">Accessible version</a>

The "accessible" URL will always link to the published version of that drawing. Include a link to this URL on your web page where you have embedded the full drawing so that visitors can access a version of your drawing that will be compatible with screen readers.

NOTE: In order for a roadmap to function in this view, it must be created using "connections" to link boxes together. If a drawing does not use connections, it will still be visible in this view, however it will be difficult to navigate. It is the responsibility of the roadmap creator to assure their roadmaps are created in a way to support this representation.

Organization Colors

Only School Admin, Webmasters, and State Admin users have the ability to configure organization colors. Click Organization Colors from the side navigation menu to add and edit your organization's color palette.

Editing Organization Colors

NOTE: Changes are saved as soon as you see them in the Current Colors bar.

Current Colors

Current Colors displays thumbnails of colors currently selected for your organization.
Colors that are not default to the Web Tool can be deleted from Current Colors by clicking the small "x" in the upper-right corner of the thumbnail.

WARNING: Deleting colors that are in use will cause objects which use that color to appear default grey.

Find Colors

Click the Find Colors button to retrieve colors found on your organization's website, automatically supplied in the website field.
- You can temporarily supply and search an alternate website here.
Click and drag the desired color swatch from found colors to the current colors bar. If the found color already exists, it will not be added again.

Color Picker

Use the Color Picker to dynamically scroll through color options, moving your cursor on the color board to change color values.
- Or provide a hexadecimal color code in the "#" field box, such as "2E4D94" or "333399", and tab or click anywhere outside the field box to accept the code.
- Or provide an "RGB" color code in the corresponding R, G, B fields.
Click and drag the desired color swatch from the color picker box to the current colors bar.

Configure Organizations

Only State Admin users have the ability to configure organizations. Click Configure Organizations from the side navigation menu to add and edit organizations.

Adding New Organizations

Click the green + sign at the top of the organization list.
Type an Abbreviation for the organization. If it is a common abbreviation such as CCC, type the school or business name, such as "Clatsop", but keep common text like "Community College" abbreviated as CC.
Type the full Organization Name.
Type the full Website for the organization, for example www.organization.edu.
Type the organization Address, City, State, and Zip (the full address will appear in the Edit Users list underneath the school name)
Click the Submit button to save, and return to the organization list.

Editing Organizations

Click the edit link next to the desired organization.
Here you can edit all the same fields as available when adding a new organization.
Click the Submit button to save changes, and return to the organization list.
To delete an organization, select Delete from the drop-down menu and click the Submit button to save changes, and return to the organization list.

Users

Only School Admin, Webmaster, and State Admin users have the ability to add and edit users. Staff have the ability to view the complete list of users only. Click Users from the side navigation menu.

The Users list is sorted alphabetically by school name, then by user permission level. User names, phone numbers and email addresses are displayed in the User list for quick reference. The school or business associated with your account is displayed at the top of the list by default.

Adding Users

Click the green + sign at the top of the users list to add a user.
Type the new users:
- First Name
- Last Name
- Job Title
- Phone Number, such as 555-123-4567 or 555-123-4567 ext. 123
- Email address, for example name@institution.edu (this will be the new users login).
Password is set to None. This will be assigned once the user is added to the system.
Next, select the appropriate User Level from a drop-down list.
- School Admin users can assign Staff, Webmaster, or School Admin user levels.
- Webmaster users can assign Staff or Webmaster user levels only.
- State Admin are able to assign all user levels, including other State Admin.
Click the Add & Send Password button to add the new user, and return to the Users list.
The new user will receive an email notification stating that their account has been activated, providing a temporary password for their initial login to the Web Tool.

NOTE: Only State Admin users have the ability to add users to any school or business within the Web Tool.

Editing Users

Click the edit link next to the desired user name.
Here you can edit all the same fields as available when adding a new user.
Click the Save Changes button to accept the changes, and return to the Users list.
To delete a user, select the link Click to delete at the bottom of the page.
- NOTE: Each user profile lists drawings associated with that user. It is generally not a good idea to delete users if there are drawings associated with that user. Contact help@ctepathways.org to have that users drawings assigned to another user prior to deleting that user from the system.
Please refer to Issuing a User a New Password if a user requests you to send them a new password.

Approving Users

The Career Pathways Web Tool now allows persons affiliated with Oregon schools and businesses to request an account online.

If you are registered as a School Admin user for your school or business, you will receive email notification to approve or deny new account requests for your school.

From this email you can click a link to approve their account request online.
Response to approve or deny the request is expected to occur within one business day.
If already logged in to the Web Tool, the Dashboard will notify you of any Pending User Requests.

NOTE: Please do not approve the request unless you know the person requesting the account, since they will have the ability to edit any drawings at your school.

How to approve an account request:

Click the link for Users from the side navigation.
The list of Users Pending Approval will be displayed above your school list.
Click the edit link next to the users name.
Verify that all information on the new user is complete and accurate.
Select the appropriate User Level from a drop-down list.
- School Admin users can assign Staff, Webmaster, or School Admin user levels.
- Webmaster users can assign Staff or Webmaster user levels only.
- State Admin are able to assign all user levels, including other State Admin.
Click the Add & Send Password button to add the new user, and return to the Users list.
The new user will receive an email notification stating that their account has been activated, providing a temporary password for their initial login to the Web Tool.

How to deny an account request:

Click the link for Users from the side navigation.
The list of Users Pending Approval will be displayed above your school list.
Click the edit link next to the users name.
Click the Deny button to deny the new account request, and return to the Users list.
The requester will receive an email notification stating that their account has been denied, allowing them the opportunity to contact the Career Pathways specialist at their school or help@ctepathways.org for future requests.

Dashboard (previously Site News)

The display prior to login and after log in has been updated to reflect our new Dashboard, which replaces the previous Site News section of the Web Tool.
You now have access to the Tutorial, Release Info, ADA Compliance information, and Help feature while logged out of the Web Tool.
While logged in to the Web Tool these links can now be found in our Resources section, underneath the main navigation, at all times.
As before, the Dashboard will continue to display our Welcome... message and pertinent information relating to updates to the Web Tool and highlighted features, however you will now find a Quick Links section on the Dashboard that provides links to:
- Add a User (available to State Admin, School Admin, and Webmaster users only)
- Report a Bug (online form/email), and
- Request a Feature (online form/email).
Guest users can Apply for an Account through the Quick Links section found within the Guest Login.
- If you have a staff member that you wish to explore the Web Tool, have them demo the site through the Guest Login, and Apply for an Account with your organization.

You can return to the Dashboard at any time by clicking the link for Dashboard at the top of the side navigation menu, or the "Career Pathways Web Tool" header.

Editing Dashboard News Items

Only State Admin users have the ability to add and edit Dashboard news items. Click Edit Resources from the side navigation menu.

Adding News

Click the green + sign at the top of the Edit Resources list.
Select a Category for the news item: Dashboard, Tutorial, Release Info, ADA Compliance
Type a short and descriptive Caption. This acts as the title for the news item.
Type the Text for the content of the news posting.
Assign a Sort Index: 0 will be displayed at the top of the list, 10 at the bottom. Items posted in the Release Info category will be sorted by date.
Click the Submit button to save the posting, and return to the Edit Resources list.

Editing/Deleting News

Click the edit link next to the desired news item.
Here you can edit the caption, news content, or delete the posting by selecting delete from the drop-down list.
Assign a Sort Index: 0 will be displayed at the top of the list, 10 at the bottom.
Click the Submit button to save changes, and return to the Edit Resources list.

Embedding Instructions

A Web Tool document that provides examples and resources for embedding published and unpublished Career Pathways drawings into existing websites. Instructions for linking to accessible (text-only) versions of your drawings is also provided.

Questions/Problems?

For questions, technical assistance, or training needs please fill out our online help form. This can be accessed through the Web Tool by:

Clicking the button for Questions/Problems? from the login page of the Web Tool.
Clicking the link for Questions/Problems? at the bottom of any page of the Web Tool.
Or, by clicking Help from the side navigation menu.

You can also email help@ctepathways.org directly, and we will get back to you by the next business day.

Log Out

Are you done? Don't forget to click Log Out, found to the right of your User name on the header.

Tutorials

@@ Line 1: / Line 1: @@
-Due to cross-browser issues, please use the <b>latest version of [http://www.mozilla.com/firefox/ FireFox]</b> or <b>Internet Explorer 7</b> when working in the Career Pathways Web Tool: https://oregon.ctepathways.org
+Due to cross-browser issues, please use the <b>latest version of [http://www.mozilla.com/firefox/ FireFox]</b> or <b>Internet Explorer 7</b> when working in the Career Pathways Web Tool: http://oregon.ctepathways.org
 For questions, technical assistance, or training needs please email [mailto:help@ctepathways.org help@ctepathways.org] and we will get back to you by the next business day.
@@ Line 125: / Line 125: @@
 :* The drawing list interface allows you to view and sort the drawings list by all <b>Organizations</b>, <b>Users</b> and drawing <b>Titles</b> filters.
-:** Upon login, filters default to logged in user's organization and user name, with the drawing list showing only drawings associated with the logged in user.
+:** Upon login, filters default to logged-in user's organization and user name, with the drawing list showing only drawings associated with the logged-in user.
 :** The filters are designed to remember selection changes users make:
 :*** Click [Show All] for <b>Users</b> to view all drawings by all users for your organization.
@@ Line 163: / Line 163: @@
 ===Tools Orientation===
-The drawing window tools operate in a WYSIWYG fashion (''What You See Is What You Get''). View <b>HELP</b> on the drawing page, and click <b>More Help</b> for a complete list of features.
+The drawing window tools operate in a WYSIWYG fashion (''What You See Is What You Get''). View <b>HELP</b> on the drawing canvas, and click <b>More Help</b> for a complete list of features.
 =====Adding Objects=====
@@ Line 303: / Line 303: @@
 :* From the drawing list, click <b>view</b> or <b>draw</b> for the drawing you wish to print.
-:* Click <b>print this version</b>, from TOOLS on the drawing page, to render a roadmap drawing for printing from the browser menu.
+:* Click <b>print this version</b>, from TOOLS on the drawing canvas, to render a roadmap drawing for printing from the browser menu.
 :* Select <b>print preview</b> to preview your drawing prior to printing, and to ensure it will fit to <b>one (1) page</b>.
 ::* Change print size from "Shrink to Fit" to a fixed percentage or scale if drawing preview shows an undesired layout.

Getting Started Tutorial

From Career Pathways Tutorial

Current revision as of 03:03, 13 April 2009

Contents

Logging In

Forgot Your Password?

Issuing a User a New Password

Guest Login

Apply For An Account

Once Logged In

Site Navigation & User Permissions

School Admin

Webmaster

Staff

State Admin

RESOURCES

Drawings

Drawing List Features

Adding a New Drawing

Tools Orientation

Adding Objects

Deleting Objects

Duplicating Objects

Customizing Objects: Editing Content

Snap To Grid

Moving and Resizing Objects

Video Demonstration

Copying Drawings

Note

Renaming Drawings

Sharing Unpublished Drawings

Publishing Drawings

Embedding Published Drawings

Printing Drawings

Print To PDF

Deleting Drawings

Deleting Drawing Versions

ADA/504 Accessibility Compliance

Viewing Roadmaps

Text-Only View

Organization Colors

Editing Organization Colors

Current Colors

Find Colors

Color Picker

Configure Organizations

Adding New Organizations

Editing Organizations

Users

Adding Users

Editing Users

Approving Users

Dashboard (previously Site News)

Editing Dashboard News Items

Adding News

Editing/Deleting News

Embedding Instructions

Questions/Problems?

Log Out

Tutorials by User Level

API Documentation

Resources

Search

Toolbox

Page Tools

Personal tools