This article provides a step by step guide to adding, editing and publishing a resource on the website.
The ‘Add new resource’ link on a desktop device
The ‘Add new resource’ link on a mobile or tablet device
The screenshot below highlights the ‘Add new resource’ link on a mobile or tablet device
The resource editing screen
The screenshot below highlights the main parts of the resource editing screen
This is the title of the resource e.g. ‘RCGP Quick guide: Clinical audit’.
The Permalink appears below the title and indicated the URL for your profile. The URL is authomatically generated when the resource is saved for the first time e.g. https://gpexcellencegm.org.uk/resources/rcgp-quick-guide-clinical-audit/
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.
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.
- 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.
Enter a meaningful description about your resource. Remember that other members may not know about the resource. 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 resource.
The description is visible when the resource 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.
Enter a short summary about your resource. One or two sentences will usually suffice.
The excerpt is visible when the resource is being viewed as part of a collection, for example on a topic page.
Select a resource author from the list of authors shown. If the author that you want to add is not listed click on the ‘+’ sign in the top right of the box below to add a new author in the dialogue box. When you are finished adding new authors click in the ‘X ‘sign close the dialogue box. Please avoid attributing authorship to the wrong person.
Select the resource format from the list. If the format that you want to add is not listed click on the ‘+’ sign in the top right of the box below to add a new format in the dialogue box. When you are finished adding new formats click on the ‘X’ sign to close the dialogue box.
Select a resource publisher from the list below. If the publisher that you want to add is not listed click on the + sign in the top right of the box below to add a new publisher in the dialogue box that appears. When you are finished adding new publishers click on the ‘X’ sign to close the dialogue box. Please avoid attributing the resource to the wrong publisher.
Improvement topics and tools
Please select the improvement topic areas that are relevant to the resource. For example, if your resource is a guide to undertaking a clinical audit you might choose the primary topic ‘Diagnose’ and the sub topic ‘Analysis tools’. If your resource is a toolkit 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 ‘Resources’, ‘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 resource will appear on the ‘Resources’ section of the ‘Patient involvement’ topic page on the website.
Please select the improvement tools that are relevant to the resource. For example, if your resource is a guide to undertaking a clinical audit you would select ‘clinical audit’ as the improvement tool.
Please select the clinical area/s that are relevant to your resource. For example, if your resource is a guide to conducting Significant Event Analysis to improve the early diagnosis of cancer you would select ‘cancer’ as the clinical area.
The Publish module can be expanded, or collapsed, by clicking on the module title bar.
The Preview button allows you to view your resource before officially publishing it.
Save Draft button
The Save Draft button allows you to save your resource as a draft for publishing at a later stage.
The Publish module contains buttons that control the editorial states of your resource. The main states are Published, Pending Review, and Draft.
- Published status means your resource has been published on the website for all to see.
- Pending Review means the resource draft is waiting for review by an editor prior to publication.
- Draft means your resource has not been published and remains a draft for you.
If you select a specific publish status and click the update resource or Publish button, that status is applied to your profile.
This determines how your resource appears to the world. Public resources will be visible to all website members once published. Password Protected resources are published to all, but visitors must know the password to view the resource content. Private resources are visible only to you.
The revisions option explains how many revisions of your resource exist. You can browse previous revisions and restore them where appropriate.
The Published date option explains when your resource was published. If you are publishing your resource for the first time the current date and time are assigned as the Published date.
To schedule your resource 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 resource. Change the settings to the desired time and date. You must also hit the “Publish” button when you have completed your resource to publish at the desired time and date.
The Publish button publishes your resource 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 resource to be published. By default, at the time the resource is first auto-saved, that will be the date and time set for your resource.
The screenshot below shows the ‘My resources’ page which shows the collection of resources that you have published on the website.
The ‘My resources’ link shown above is appears like this when viewed through a desktop device. The ‘My resources’ link that is shown below appears like this when viewed through a mobile or tablet device.