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How do I edit my organisation profile?

September 12 2018

An organisation profile is created during the registration process if you nominated yourself as an authorised lead. This article explains the main parts of the organisation profile editing screen and will help you to get your organisation profile published on the website.

The ‘Edit my organisation’ link

To edit your organisation profile from the top menu select the My organisation menu and then the Edit my organisation link.

The screenshot below illustrates the appearance of the My organisation menu and Edit my organisation link on a desktop device.

The My organisation menu and Edit my organisation link on a desktop device

The screenshot below illustrates the appearance of the the My organisation menu and Edit my organisation link on a mobile or tablet device

he My organisation menu and Edit my organisation link on a mobile or tablet device

The organisation profile editing screen

The screenshot below highlights the main parts of the organisation profile editing screen.

The main parts of the organisation profile editing screen

The main editing module

The main editng module includes the essential fields defined below.

Title

The organisation name you entered when you registered with the website.

Permalink

The Permalink appears below the title and indicated the URL for your profile. The URL is generated from the organisation name you entered when you registered with the website.

Add Media button

The Add Media buton allows you to insert files or images that are stored in the media library or upload files or images from your computer into the medial library which can then be inserted into the Description field.

WYSIWYG toolbar

The WYSIWYG toolbar includes various buttons to help you format the information you enter into the description window. If you have used wordprocessing software such as Microsoft Word on a PC or Pages on a Mac the buttons on this toolbar will be familiar to you. The WYSIWYG toolbar is only visible on the Visual tab. It is replaced by the Quicktag toolbar on the Text tab, see Visual / Text tab below.

Visual / Text tabs

When editing your organisation, you have the option of using the Visual or Text mode of the editor. The visual mode lets you see your post as is, while the Text mode shows you the code and replaces the WYSIWYG editor buttons with quicktags. These quicktags are explained as follows.

  • b – <strong></strong> HTML tag for strong emphasis of text (i.e. bold).
  • i – <em></em> HTML tag for emphasis of text (i.e. italicize).
  • b-quote – <blockquote></blockquote> HTML tag to distinguish quoted or cited text.
  • del – <del></del> HTML tag to label text considered deleted from a post. Most browsers display as striked through text. (Assigns datetime attribute with offset from GMT (UTC))
  • link – <a href=”http://example.com”></a> HTML tag to create a hyperlink.
  • ins – <ins></ins> HTML tag to label text considered inserted into a post. Most browsers display as underlined text. (Assigns datetime attribute with offset from GMT (UTC))
  • ul – <ul></ul> HTML tag will insert an unordered list, or wrap the selected text in same. An unordered list will typically be a bulleted list of items.
  • ol – <ol></ol> HTML tag will insert a numbered list, or wrap the selected text in same. Each item in an ordered list are typically numbered.
  • li – <li></li> HTML tag will insert or make the selected text a list item. Used in conjunction with the ul or ol tag.
  • code – <code></code> HTML tag for preformatted styling of text. Generally sets text in a monospaced font, such as Courier.
  • more – <!–more–> a tag that breaks a post into “teaser” and content sections. This tag is not used within the website and can be ignored.
  • lookup – Opens a JavaScript dialogue box that prompts for a word to search for through the online dictionary at answers.com. You can use this to check spelling on individual words.
  • Close Tags – Closes any open HTML tags left open–but pay attention to the closing tags. Try to make sure the tags enclose what you want, and in the proper way.

Description

Enter a meaningful description about your organisation. Remember that other members may not know about your organisation. A more detailed description will help them to understand more about your organisation.

Use the description field to include links, images and any information you want to display on your organisation profile page.

The description is visible when your organisation profile is being viewed as a page in it’s own right. There is no word limit on the length of your decription. You can use either the Visual or the Text (HTML) view to compose your resource.

Excerpt

Enter a short summary about your organisation. One or two sentences will usually suffice.

The excerpt is visible when your organisation profile is being viewed as part of a collection, for example on a topic page.

Organisation – contact details

The ‘Organisation – contact details’ module contains a range of fields for you to enter contact information about your organisation as explained below.

Telephone

Insert the main telephone number for your organisation

Email

Insert the main email address for your organisation

Website

Insert the full URL of your organisation’s website e.g. http://www.myorganisation.com

Twitter profile

Insert the full URL of your organisation’s Twitter profile e.g. https://twitter.com/myorganisation

LinkedIn profile

Insert the full URL of your organisation’s LinkedIn profile e.g. https://www.linkedin.com/myorganisation

Facebook profile

Insert the full URL your organisation’s Facebook profile e.g. https://www.facebook.com/myorganisation

YouTube channel

Insert the full URL your organisation’s YouTube channel e.g. https://youtube.com/myorganisation

Address

Insert the full postal address of your organisation, including the postcode, and hit enter on your keyboard to ensure the address is looked up and plotted on the map.

Organisation – type

The ‘Organisation – type’ module contains fields to help classify your organisation by type as explained below.

Organisation type

Please select the option from the list that best describes the type of organisation that you work for.

Research Ready accredited

Select ‘Yes’ if your organisation is accredited as Research Ready?

Location

Please select the location/s that your organisation operates in. To add a new location click on the dark blue + sign in the top right of the box below. This will open a dialogue box for you to enter the new location. Please choose a parent location where appropriate. For example if adding the new location ‘Westminster’ you may choose ‘London’ as the parent location. Click on the X sign in the top right of the dialogue box to close it.

Vanguard site

Select ‘Yes’ if your organisation is a Vanguard site?

Vanguard site

If your organisation is a Vanguard site, please select your Vanguard organisation type from this list below.

Improvement topics and tools

The ‘Improvement topics and tools’ module contains fields to help define the improvement topics and tools that your organisation is interested in. These fileds are further explained below.

Improvement topics

Please select the improvement topics that are of interest to your organisation.

Improvement tools

Please select the improvement tools that your organisation has used as part of any QI work.

Clinical area

Please select the clinical area/s that your organisation has expertise in.

Publish module

The Publish module can be expanded, or collapsed, by clicking on the module title bar.

Publish module

Publish module expanded

Preview button

The Preview button allows you to view your organisation profile before officially publishing it.

Save Draft button

The Save Draft button allows you to save your porganisation rofile as a draft for publishing at a later stage.

Status

The Publish module contains buttons that control the editorial states of your organisation profile. The main states are Published, Pending Review, and Draft.

  • Published status means your organisation profile has been published on the website for all to see.
  • Pending Review means the draft is waiting for review by an editor prior to publication.
  • Draft means your profile has not been published and remains a draft for you.

If you select a specific publish status and click the update profile or Publish button, that status is applied to your profile.

Visibility

This determines how your organisation profile appears to the world. Public organisation profiles will be visible to all website members once published. Password Protected organisation profiles are published to all, but visitors must know the password to view the profiles content. Private organisation profiles are visible only to you.

Revisions

The revisions option explains how many revisions of your organisation profile exist. You can browse previous revisions and restore them where appropriate.

Published date

The Published date option explains when your organisation profile was published. If you are publishing your organisation profile for the first time the current date and time are assigned as the Published date.

To schedule your profile for publication on a future time or date, click “Edit” in the Publish area next to the words “Publish immediately”. You can also change the publish date to a date in the past to back-date the publication of your organisation profile. Change the settings to the desired time and date. You must also hit the “Publish” button when you have completed your organisation profile to publish at the desired time and date.

Publish

The Publish button publishes your profile on the website. You can edit the time when your organisation profile is published by clicking the Edit link above the Publish button and specifying the time you want your organisation profile to be published. By default, at the time the organisation profile is first auto-saved, that will be the date and time set for your organisation profile.

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