Content Editing

Begin Editing

Check to make sure the correct site is selected in the Site Selector. Then, use the Explorer to select the page to edit. Next, select Edit from the Asset Action Bar.
 

Open

The page reloads and the Editor Fields displays in the Workspace.

Use the editor field to add and modify content on the page. If the page contains Modules, they will appear below the main editor field and can be expanded to modify the module content.

A page's Title is important for several reasons:

• The Title is required.

• Browsers use the Title when the page is bookmarked.

• The page uses the Title as the main heading (h1).

• The Title becomes the menu link text for the page.

• The Title appears in the site's breadcrumbs.

• Search engines reference the Title in search results.

Enter the page title in the Title Field. If you want the page to display in the website’s menu, select Yes in the Display in Navigation Field.

Open

Optionally, a Lead can be added to pages. To add a Lead to the page, enter the text for the Lead into the Lead Field.

Version Comments can be added using the text box in the panel with the Submit Button. Version Comments are not displayed in the page and are only used in Cascade Server when viewing the version history of a file.

Cascade Server saves a draft of the content you are working on in the background in real time. There is no need to worry about losing changes if your browser crashes. At any time, you can also return to the original contents of the file by clicking the hyperlink in the blue information bar.
 

Finishing Edits

There are three ways to finish the editing process. All of the options are located in the Confirmation Pane.

Discard Changes

Click the Cancel button to discard all edits.

There is no way to reclaim edits that have been discarded.

Saving

Click Save Draft to save changes. To continue working with saved edits, access a saved draft by clicking Draft in the Viewing Options.

Only a single draft can be saved at a time for any single page. If someone else saves a draft to the same page, it will overwrite the previously saved draft.

Send to Workflow

After edits are completed on the page, click Send to Workflow to begin the final stages to publish.

Spell Check

If there are spelling errors in any of the fields, a Spell Check page will load. The Spell Check contains options for how to handle spelling errors on a page.



The Spell Check displays each error with options for handling the error.

• Modify – Text entry box to directly modify the word.

• Suggestions – Drop-down list of suggested alternative to the misspelled word.

• Add – Adds the word to the dictionary. Adding a word to the dictionary only applies to the user currently logged in.

• Ignore – Ignore the spelling error and make no change. (The Spell Check will invoke again for the word).

Once all selections have been made, click Submit to continue saving the page.

Accessibility Check

If there are any accessibility issues with the content on a page, an Accessibility Check page will load. The Accessibility Check contains options for how to handle accessibility issues on a page.

 

The Accessibility Check page will appear rarely and generally be related to tables without a summary being included in the content of the page. Click Back to go back to the page and resolve the issue. Once there are no accessibility issues on the page, the Accessibility Check screen will not appear when saving the page.

If there are no Spelling or Accessibility errors on the page, clicking Submit will initiate the Workflow process.

Finishing Workflow Submissions

Once content edits have been made, submitting the changes initiates the Workflow process.

 

• Workflow Name: Automatically generated by the system, listing the Workflow Type with the Page Title appended. This can be changed if desired.

• Comments: Enter comments to notify the Content Approver of changes which were made – this will speed up the approval process.

• Due Date: Optional and for general information only.  Usually the Due Date will default to one week.

After the workflow details are submitted, a confirmation screen will display.

 
 

Cascade Server generates an email to notify users in the Approver group there is a task waiting for review. The notification email contains a direct link to the workflow task.  Note: Both Content Approvers and Technical Reviewers have the option to return pages for modifications if there are issues to be addressed.

Active workflows will appear in the Dashboard, even if the workflow is in a step requiring attention from another user.  You can check the status of a Workflow task by clicking on it from the Dashboard.

After the Content Review has been completed and submitted, the Workflow task continues to Technical Review. A member of the University Web Services team performs the Technical Review.  Once the Technical Review is completed and submitted, the page is published.

University Web Services will complete technical Review within 1 business day (24 hours) of receipt. If the workflow task contains an urgent matter, please email web@sandiego.edu. Use “Cascade Server Urgent Workflow Task Request” as the subject line and include the specific name of the workflow task in the body of the email. Urgent workflow tasks will be reviewed within 4 business hours of receipt.

Review the Workflow Diagram.