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How do I publish a case study?

September 10 2018

This article provides a step by step guide to adding, editing and publishing a case study on the website.

The ‘Add new case study’ link

The screenshot below highlights the ‘Add new case study’ link on a desktop device

The 'Add new case study' link on a desktop device

The screenshot below highlights the ‘Add new case study’ link on a mobile or tablet device

Add new case study link on a mobile or tablet device

The case study editing screen

The screenshot below highlights the main parts of the case study editing screen

The case study editing screen

Title

This is the title of the case study e.g. ‘Reducing strong opiate prescribing’.

Permalink

The Permalink appears below the title and indicated the URL for your profile. The URL is authomatically generated when the case study is saved for the first time e.g. https://gpexcellencegm.org.uk/casestudies/reducing-strong-opiate-prescribing‎

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 media 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 writing your post, 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 case study. Remember that other members may not know about the case study. A more detailed description will help them to understand more about it.

Use the description field to include links, images and any information you want to display on your case study.

The description is visible when the case study 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 case study.

Excerpt

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

The excerpt is visible when the case study is being viewed as part of a collection, for example on a topic page or a search results page.

Organisation

Organisation

If your organisation is already a member of the website, please select it from the drop down select box labelled ‘Organisation’. If not, please add the name of your organisation into the text box labelled ‘New organisation’.

New organisation

Please add the name of your organisation into the text box labelled ‘New organisation’.

Case study impact

Duration

Please select the duration of your case study from the drop down select box labelled ‘Duration’.

Patient impact

Please select the options from the drop down select box labelled ‘Patient impact’ which reflect the impact that your improvement work has had on patients. Hold down the CTRL button to select multiple options.

Practice impact

Please select the options from the drop down select box labelled ‘Practice impact’ which reflect the impact that your improvement work has has on your practice. Hold down the CTRL button to select multiple options.

Practice roles involved

Please select the practice roles involved in your improvement work from the drop down select box labelled ‘Practice roles involved’. Hold down the CTRL button to select multiple options.

Improvement topics and tools

Improvement topics

Please select the improvement topic areas that are relevant to the case study. For example, if your case study involves a clinical audit you might choose the primary topic ‘Diagnose’ and the sub topic ‘Analysis tools’. If your case study is about work to improve patient experience of health care you might choose the topic ‘Patient involvement’.

The topics are used to organise all of the content about ‘Resource’, ‘Case studies’, ‘Members’ and ‘Discussions’ that appears on the website. They appear in the main navigation menu of the website. If you select the topic ‘Patient involvement’, information about your case study will appear on the ‘case studies’ section of the ‘Patient involvement’ topic page on the website.

Improvement tools

Please select the improvement tools that are relevant to the case study. For example, if your case study involves a clinical audit you would select ‘clinical audit’ as the improvement tool.

Clinical area

Please select the clinical area/s that are relevant to your case study. For example, if your case study is involves work to improve the early diagnosis of diabetes you would select ‘diabetes’ as the clinical area.

Target audience

Target audience

Please select the target audience/s for your case study. For example, if your case study was particularly relevant to Practice Managers select the target audience ‘Practice Manager’.

Case study – contact details

The ‘Case study – contact details’ module enables you to select whether to use the contact details from your profile, your organisation profile, an existing case study or new contact details for this case study.

Select one of the following options:

  • Use my profile contact details
  • Use my organisation contact details
  • Use contact details from an existing case study
  • Enter new contact details for this case study

If you select ‘Enter new contact details for this case study’ the ‘Case study – contact details’ module will expand to show a range of fields for you to enter contact information about your case study as explained below.

Telephone

Insert the main telephone number for your case study

Email

Insert the main email address for your case study

Website

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

Twitter profile

Insert the full URL of your Twitter profile e.g. https://twitter.com/joebloggs

LinkedIn profile

Insert the full URL of your LinkedIn profile e.g. https://www.linkedin.com/joebloggs

Facebook profile

Insert the full URL your Facebook profile e.g. https://www.facebook.com/joebloggs

YouTube channel

Insert the full URL your YouTube channel e.g. https://youtube.com/joebloggs

Address

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

Publish module

The screenshots below highlight the publish module.

When your case study is in draft status the Publish button is visible.

Publish module showing publish button

When your case study is in publish status the Update button is visible.

Publish module showing update button

Preview button

The Preview button allows you to view your case study before officially publishing it.

Save Draft button

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

Status

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

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

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

Visibility

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

Revisions

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

Published date

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

To schedule your case study 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 case study. Change the settings to the desired time and date. You must also hit the “Publish” button when you have completed your case study to publish at the desired time and date.

Publish

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

Case study archives

The screenshot below show the ‘Case study archives’ page when viewed using a desktop device.

The 'Case study archives' page when viewed using a desktop device

A published case study

The screenshot below illustrates a published case study page when viewed using a desktop device

A published case study

My case studies

The screenshot below shows the ‘My case studies’ page which shows the collection of case studies that you have published on the website.

My case studies page

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