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Services will populate the Services listing page (Service Catalogue). The Service content type is available by default - you will need to enable it in the main menu to see your Services listing page.

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Create a Service category

  1. From the administration bar, select Workbench, and then select My Dashboard.Under

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  1. Navigate to the Content types

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  1. box and select

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  1. the Add service category button under the drop-down menu beside Service. 

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  1. In the Service name

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Insert an optional Service summary.

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Under Service status, select the drop-down menu and select a value (Future, Active or Retired).

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Select a Service category. If there are no available options, new service categories must be created. To create a new service category, refer to How to create a Service Category.

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Optionally,

  1. Under Service details, enter Popularity.

    Screenshot of service popularity fieldImage Removed
  2. Select Who can use this service.

    Screenshot of Who can use this service fieldImage Removed
  3. Under What's available, enter specific services that are available. Select Add another item to add more items.

    Screenshot of What's availible fieldImage Removed
  4. Enter How to request this service.

  5. Enter the Minimum notice to use service.

  6. Enter the Average length of time to complete request.

  7. Enter Pricing/cost.

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Under Support for this service, you have the option to enter values in the Service Hours field. 

  1. By selecting Add time slot, users can add another row of hours, for example, if the service is closed over lunchtime.

  2. Additionally, Exceptions can also be added by selecting Add exception, for example, to accommodate for holidays.

    Screenshot of Service hours fieldImage Removed

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Enter General notes about service hours to make note of information about the service hours.

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Under the Service location block, any of the following can be used to provide service location information:

  1. Location lookup: Select a location within the University of Waterloo from the drop-down menu.

    Screenshot of Service location fieldImage Removed
  2. Location address: Select a country from the drop-down menu. This will prompt the fields of Company, Street address, City, Province, and Postal code.

  3. Location coordinates: Enter the Latitude and Longitude values.

  4. Optionally, a link to a map with the event location can also be entered in the Map field. Selection of the location on the map in this section is possible, but it will not auto-fill the location address.

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In the Meta tag information for social media sharing/search/etc. block, the Description of content field is required for the page to be published. Enter a brief and concise description of the content.

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  1. field, type the Service name using sentence case.

  2. Select Save at the bottom of the page.

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Optional fields

Optional information can be added to a Service category found under the Edit tab of a Service:

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titleTerm lock

If the Term lock checkbox if checked, a term cannot be edited or deleted for the Catalog.

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titleDescription

You can enter a Description of the Catalog.

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titleTabs to display

You can select any applicable Tabs to display for the Catalog.

Note: In order to add details relating to a tab (e.g. Audience) the tab must be selected in this list.

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titleRelations

You can select the Relations tab and choose a Parent term

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Create a Service

Note: a Service category must be created first, then populated with Services.

  1. From the administration bar, select Workbench then My Dashboard.

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  1. In the Content types box, select the Add button beside Catalog item.

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Required fields

  1. In the Name field, type the Catalog item name using sentence case.

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  1. Select a Catalog.

Note: Multiple catalogs are intentionally not allowed to be populated with the same item.

  1. Enter a Description of content.

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Note: A Description of content must be brief and concise description of the item’s content. No more than one or two sentences are recommended.
The Description of content is the information blurb which appears when the Catalog item is shared or searched.

  1. Select Draft from the Revision state field.

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  1. Select Save at the bottom of the page.

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Note: To add content to your Catalog item, this can be done via the Layout tab. You can review Block types: Content to view Block options.

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Optional fields

Optional information can be added to Catalog items found under the Edit tab of a Catalog item:

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titleItem summary

The Item summary functions as a short summary of what the Catalog item is about when previewing the item in a Catalog.

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titleAssociated image

The Associated image functions as a thumbnail when sharing a Catalog item in social networks and other services.

Add media Screenshot.pngImage Added
  1. Locate Associated image under Meta tag information for social media sharing/search/etc.

  2. Select Add media.

  3. Add an image or select an image previously uploaded to your site. To add an image:

    1. Select Browse

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    1. ... in the Add file

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    1. box and choose an image from your files.

    2. Fill in the mandatory Name field (it will default to the original file name) and Alternative text field (guidelines can be found on the Brand page) field. You have the option of entering a caption to be displayed with the image in the Caption field.

  1. Select Save.

  2. If not already selected, select the image by checking its box from the image gallery.

  3. Select Insert selected.

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titleMedia settings

Media settings can be accessed through the Media drop down.

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Screenshot 2024-04-02 at 13.59.25.pngImage Added

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titleMenu settings

The Menu settings drop down allows you to change whether the Catalog item appears in the menu and how it appears:

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Checking Place in site hierarchy

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box enables you configure how your Catalog item appears in the menu.

  • Checking the Add menu link box will add your Catalog item to the main menu.

  • The Menu link title field allows you to edit the Catalog item title in the main menu.

Note: The title in the Menu link title field can be different from your Catalog item Name.

  • The Description field allows you to add a description that will show when hovering over the menu link.

  • The Parent link drop down allows you to choose where in the menu your item occurs.

Note: By default, the Parent link is set to Main navigation.

  • The Weight field allows you to choose the order that your menu items are displayed.

Note: Lower weights display before higher weights.

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titleScheduling options

Scheduling options allows you to change the Revision state of your Catalog item.

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Publish on allows you to select a date that the page will publish.

Publish/unpublished states

select a date and time for the page state to be changed to Published/Unpublished.

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titleURL redirects

URL redirects allows you to add a URL redirect to your Catalog item.

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titleURL alias

The Catalog item automatically generates a URL based on the

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item Name and its place in the site hierarchy. It is best practice to select Generate automatic URL alias for uniformity across your site. To create a custom alias

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:

Screenshot 2024-04-02 at 14.06.12.pngImage Added
  1. Unselect the Generate automatic URL alias box.

  2. Manually enter a new URL alias.

Note: Do not add a trailing backslash (/) to the alias. Replace any spaces with a dash (-). When entering a custom URL make sure it is still reflective of the content that it will be displaying

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Select state from the Save as: drop-down menu.

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Select Save.

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From the administration bar, select Workbench, and then select My Dashboard.

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Under Content types, using the drop-down menu next to Service, select Add service category.

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Enter the Name of the service.

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Optionally, add a description.

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Select Add media to upload a service category icon.

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.

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titleAuthoring information

Authoring information allows you to change the author information for the Catalog item. Authoring information defaults to the user who created the page and when the item was created originally.

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  • Filling out the Authored by field allows you to select a user to be displayed as the page author.

  • The Authored on allows you to manually sets the date and time the page was created.

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titlePromotion options

Promotion options allows you to edit how the Catalog item is promoted.

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  • Promoted to front page allows your page to be promoted to the front page.

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titlePage display options

Page display options allow you to optionally turn off site menus and titles for your Catalog item.

Page Display Options Screenshot.pngImage Added

Note: this option should not be used for accessibility reasons.

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titleSimple XML sitemap (ask charlotte)

dont know

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titleRevision log

The Revision log message is an option to comment on the update and changes to the Catalog item. This message will appear in the entry when viewing the Revisions tab of the Catalog item.

Screenshot 2024-04-02 at 14.07.57.pngImage Added

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Delete (site managers only)

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titleDelete a Web page

The Delete tab is only visible to site managers. The Delete tab permanently deletes a Catalog item and all associated content.

Delete page Screenshot.pngImage Added

Note: all links to this page will break.

To delete a Catalog item:

  1. Select the Delete tab.

  2. Select the Delete button.

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