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NMO Module 2 - Navigate the Portal

by webadmin last modified Jan 10, 2013 11:47 AM
Description of the three ways to navigate the RM Portal including information on Tabs, Navigation Menu, and Portlets
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Navigate the Portal

Tabs
tabs

1. Click the home tab. This is the portal home page, where go when you first access the portal. The home page provides a quick overview of the portal.

2. Click the news tab. This page contains published news items collected from around the portal. Click on the title of a news item to read details. Note that the portal news tabs does not list private Group news items.

3. Click the calendar tab. This page contains published calendar events collected from around the portal. Click on a date's listed event to see event details. Note that the portal calendar does not list private Group calendar events.

4. Click the groups tab. This folder holds published and private portal groups, which are shared public or private workspaces for a group of portal users, organized around a theme.

5. Click the library tab. This publicly shared folder holds resource management related web pages, files, links to relevant websites, flashmoves, and images, organized into folders by topic. Click on subfolders to descend into the library structure.

The library is organized and maintained by portal librarians, with reviewed content contributed by portal users.

6. Click the training tab. This publicly shared folder holds training resources and opportunities related to resource management, organized in folders by theme.

7. Click the links tab. This publicly shared folder holds links to content and to other websites that support USAID and partner missions.

8. Click the help tab. This publicly shared folder holds technical help on using the portal. HOWTO tutorials give step-by-step descriptions of how to do common portal tasks. Technical policy documents help you to answer often complex questions on topics like portal governance, copyright and fair use, and website publishing guidelines and rules.

navigation menu openNavigation Menu

You can also move through the portal by clicking on the left Navigation menu. Folders will open to show subfolders and content. This can be useful to navigate deeply nested folder structures like the portal library and groups.

 

Portlets

Portlets are the graphical boxes that appear in the left and right columns of the portal. Portlets show different kinds of portal-related information that may be helpful during your visit to the portal.

The Portlets that are displayed vary depending on:

  • Your role: anonymous, member, reviewer, or manager, and;
  • Your context: your location in the portal structure.

In other words, depending on your role and context, certain portlets may or may not appear as you move through the portal.

search portalSearch Portlet

The Search Portlet allows you to search the portal for content that matches your search criteria. Portal content is indexed so that if the text that you are searching for exists within the portal, that content should be listed as the results of your search. There are several exceptions to this, like flashmovies.

1. To search for content within the portal, click in the Search field, located in the top left portal column.

2. Type the word that you want to search for, and click the search button. A list of content items that contain the word you are searching for will be listed.

3. Click on one of the items in the list to go to that content item.

4. Alternately, click on the Suggested Keywords link, located under the search box, and you will be presented with a list of keywords prepared by portal editorial staff, that can be used to help formulate your search. Click on a keyword, and a list of content items that contain the word you are searching for will be listed. Click on one of the items in the list to go to that content item.

navigation menu openNavigation Portlet

You can also move through the portal by clicking on the left Navigation menu. Folders will open to show included subfolders and content. This menu can be useful to navigate deeply nested folder structures like the portal library and groups.

log in portletLogin Portlet

The Login Portlet, located in the left column of the portal, allows users to quickly login to the portal.

1. To use the Login Portlet, type your username and password, and click the login button. If you have an account and type your username and password correctly, you will be logged into the portal.

2. You can also retrieve a lost password by clicking the "Forgot your password?" link.

calendar portletCalendar Portlet

The Calendar Portlet, located in the portal left column, shows published events that are listed on the portals main calendar tab.

1. To view calendar events, roll your mouse over any dates that are highlighted on the Calendar Portlet. A summary of the event(s) will pop out of the calendar.

2. To see event details, click the date of the event. You will see a screen with a list of events for that day. Click the event you are interested in, to see its details.

3. You can move forward and backward by month on the calendar by clicking the little right and left triangles. This will page the calendar forward and backward by month.

news portletNews Portlet

The News Portlet, located in the portal left column, lists the five most recent news items listed on the portal news tab.

1. To view a news item, click in the portlet on the news item link you are interested in viewing. You will be taken to that news item.

2. Click at the bottom of the portlet on the More news… link, to list upcoming events for the month.

event portletEvents Portlet

The Events Portlet, located in the portal left column, lists the five most recent events listed on the portal calendar.

1. To view an event, click in the portlet on the event link you are interested in viewing. You will be taken directly to the details of that event.

2. Click at the bottom of the portlet on the Upcoming events… link, to list upcoming events for the month.

 

 

portal helpHelp Portlet

The Help Portlet, located at the top of the portal right column, provides:

  • A direct email link to the portal administrator (info@rmportal.net) for email help.
  • A link to the portal help folder that includes technical help documentation for the portal.
  • Links to common software browser plugins that are used to view proprietary content on the portal.

Review List Portlet

The Review List Portlet is only visible by members of the portal with the role of Reviewer or Manager. This portlet lists documents that have been submitted for review, and are ready to be published or rejected as public portal content. The following procedure applies only to portal members with such an editorial role.

1. To review content, click on its link.

2. View the content and make an editorial decision to publish or the content.

3. Publish or reject by changing the state dropdown menu to publish or reject. For more information on setting state, see Content has a State.

4. If the content is rejected, it is suggested that you email the content's author with the reason for rejection, and what can be done to rectify acceptance for publication.

Click at the bottom of the portlet on the Full review list… link, to list all recent submissions for review to the portal.

recent changesRecent Changes Portlet

The Recent Changes Portlet lists the five most recent content additions to the portal. Click on one of the listings to view. If the content is in the state of public draft or published you will be able to view it. If the content is a private state it will not be viewable, except by the content's owner and managers.

Click at the bottom of the portlet on the All recent changes… link, to list all recent content additions to the portal.

 
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