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Implementation

Community Engagement Resource Center

Module 1: Intro to Structure and Permissions
Module 1 Topics
1. What is WCM
2. Key Terms
3. Accessing Site Manager
4. Find Assistance with WCM
5. Content Editing Permissions
Module 1 Tasks
1. Navigate to the Web Community Manager using the custom URL for your site.
2. Sign in to the site using the provided user credentials.
3. Reset your password.
4. Begin evaluating your current content to determine what is relevant and what is outdated.

Module 2: User Account Management
Module 2 Topics
1. Site Workspace
2. Creating and Managing User Accounts
3. Managing User Passports
4. Managing Categories & Groups of Users
5. Users and Group Settings
Module 2 Tasks
1. Begin collecting information for user accounts. Then, create a user file for upload. If your package includes meetings with an Implementation Consultant, they can assist you with the upload process during one of your meetings.
2. Begin collecting image files (e.g., logos, staff images).
3. Download the WCM Admin Reference Guide. Make sure you save it locally on your computer in a safe place that you will be able to easily find later. You will continue to work within this document throughout the duration of your implementation. Navigate to the Policies section of the document. Review and updated this section as needed.

Module 3: Homepage &
Apps
Module 3 Topics
1. Homepage & Region Maps
2. Upcoming Events App
3. Site Shortcut App for Homepage Editors
4. Announcements App
5. Headlines & Features App
6. MMG App
7. Site Manage Overview for Homepage Editors
8. Subsite Workspace Overview
9. Subsite Workspace Tools
10. Configuring Sites
Module 3 Tasks
1. Visit and review the available templates found on the Design Ready Templates site. Make notes of any desired elements. If a custom template is part of your project, review the Made to Order Portfolio and make note of design elements of interest.
2. Open your local copy of the WCM Admin Reference Guide and continue working on it.
  1. Update Site/Subsite Configuration details.
  2. Review Homepage and Template considerations.

Module 4: Calendars and Channels
Module 4 Topics
1. Calendar Overview
2. Creating Calendar Events Manually
3. Creating Calendar Events via CSV File
4. Google Calendar Integration
5. Configuring Calendar Assets & Collections
6. Channel Workspace Overview
7. Assigning a Channel
8. Managing Channels
9. Configuring the Channel Library
Module 4 Tasks
1. Download the Navigation Planning Spreadsheet to begin planning the site’s navigation. Make sure you save it locally on your computer in a safe place that you will be able to easily find later. You will continue to work within this document throughout the duration of your implementation. Start by planning the Site and Subsite Channels.
2. Plan the calendars for your site.
  1. Determine the process you will use for adding events.
  2. If you will be using the WCM Calendar App, then complete the Calendar Configuration including defining Calendar Categories and creating Calendar Collections. Begin adding events to Site and Subsite Calendars.
  3. If you plan to use Google Sync, obtain the necessary credentials. Then, set up each Site/Subsite Calendar.
3. Continue working through the WCM Admin Reference Guide.
  1. Update the Calendaring section.
  2. Update the Channel Names section.

Module 5: Section and Page Configuration
Module 5 Topics
1. Section Overview
2. Section Workspace
3. Creating a New Section
4. Managing Sections in a Channel
5. Recycle Bin for Site Workspace
6. Creating a Page
7. Page Management and Actions
8. Configuring Section Assets for Page Types
9. Configuring Section Assets for Sections
Module 5 Tasks
1. Continue working on the Navigation Planning Spreadsheet.
2. Start planning the Section names that will exist in each Channel.
3. Identify Sections that will function as hyperlinks (internal or external).
4. Begin planning the layout for any Sections where there should be page layout and app usage consistencies (e.g., departments, activities, programs).

Module 6: Content and Accessibility
Module 6 Topics
1. Page Overview
2. Page Canvas and Content
3. Content App
4. File Library App
5. Site Shortcut App Basics
6. Document Viewer App
7. Configuring App Rights & Custom Apps
Module 6 Tasks
1. Continue working on the Navigation Planning Spreadsheet.
2. Manage Page Types by activating, deactivating, or creating additional types.
3. Manage Section Configurations by activating, deactivating, or creating additional configurations.
4. Update the WCM Admin Reference Guide regarding Uploaded Files.

Module 7: Additional Features and Tools
Module 7 Topics
1. Channel Workspace Tools
2. Configuring & Previewing Templates
3. On-Screen Alerts in Site Workspace
4. App Manager in Site Workspace
5. Files & Folders in Site Workspace
6. Files & Folders in Section Workspace
7. Settings Workspace: General tab
8. Settings Workspace: MyStart tab
9. Settings Workspace: Alerts tab
10. Settings Workspace: Integration tab
11. Settings Workspace: Template tab
Module 7 Tasks
1. Continue working through the WCM Admin Reference Guide and update the following sections within it:
  1. Section Assets
  2. Communications & Alerts
  3. Editor Training
2. Identify and assign Site Directors, Homepage Editors, Subsite Directors, Channel Directors, and Section Editors.
3. Begin creating a plan to train your users.
4. Begin/Continue building site Channels, Sections, and Pages.
5. Begin/Continue migrating content.

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