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.
\uD83D\uDCD8 Instructions
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What is a Service?
A Service is a Content type that allows site visitors to gain information on how to use a service provided at the University of Waterloo.
Create a Service category
From the administration bar, select Workbench, then My Dashboard.
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Navigate to the Content types box and select the Add service category button under the drop-down menu beside Service.
In the Service name field, type the Service name using sentence case.
Select Save at the bottom of the page.
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Optional fields
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If the Term lock checkbox if checked, a term cannot be edited or deleted for the Service category. |
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You can enter a Description of the Service category. |
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You can Upload a service category icon |
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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 Services can be created and added to a Service category.
From the administration bar, select Workbench, and then select My Dashboard.Under
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In the Content types box, select the Add
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button beside Service.
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Required fields
In the Service name field, type the Service title using sentence case.
Insert an optional Service summary.
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Select a Service status
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from the drop-down menu
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Select a Service category.
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Optionally,
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Under Service details, enter Popularity.
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Note: Multiple Service categories can be selected for one Service.
Enter a Description of content.
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Note: A Description of content must be brief and concise description of the page’s content. No more than one or two sentences are recommended.
The Description of content is the information blurb which appears when the Service is shared or searched.
Select Draft from the Revision state field.
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Select Save at the bottom of the page.
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Note: To add content to your Service, 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 Services found under the Edit tab of a Service:
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The Service summary functions as a short summary of the Service in a Service listing page (Service catalog), a Service listing, and Service teaser. |
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The Associated image functions as a thumbnail when sharing a Service in social networks and other services. 
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Media settings can be accessed through the Media drop down.  |
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The Service details drop-down menu allows you to add a variety of details about the Service offered.
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Note: “Free” can be entered in this field to display that the Service has no cost, however is nothing is entered in this field the cost will not automatically display as free.
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Under the Service hours drop-down menu, you have the option to enter values in the Service |
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hours field and Exceptions to the regular Service hours.
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Enter General notes about service hours to make note of information about the service hours.
Under the Service location block, any of the following can be used to provide service location information-
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Location lookup: Select a location within the University of Waterloo from the drop-down menu.
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Location address: Select a country from the drop-down menu. This will prompt the fields of Company, Street address, City, Province, and Postal code.
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The Service location block lets you choose the location address and location coordinates.
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 .png?version=1&modificationDate=1712945748452&cacheVersion=1&api=v2&width=683) Note: |
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You can optionally select the Service location on the map in this section |
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, 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 Web page's content.
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The Associated image is the image used as a thumbnail in social networks and other services. If no image is provided, the University of Waterloo logo will be used.
Select Add media.
Add an image or select an image previously uploaded to your site. To add an image:
Select Browse/Choose File in the Add file block and choose an image from your files.
Fill in the mandatory Name field (it will default to the original file name) and Alternative text (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.
Select Save
If not already selected, select the image by checking its box from the image gallery.
Select Insert selected.
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Advanced configuration options provide more detailed meta tag options of basic tags and advanced tags for social media.
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Select Menu settings (found near the top of the right of the page) to choose to Place in site hierarchy if you would like the project to appear in the main navigation menu. Choosing this option will prompt more fields to add the Menu link title, Description, Parent Item and Weight.
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The Menu settings drop down allows you to change whether the Service appears in the menu and how it appears:  Checking Place in site hierarchy box enables you configure how your Service appears in the menu.
Note: The title in the Menu link title field can be different from your Service name.
Note: By default, the Parent link is set to Main navigation.
Note: Lower weights display before higher weights. |
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Scheduling options allows you to select a date and time to change the Revision state of your Service.  Publish on allows you to select a date that the page will publish. Unpublish on allows you to select a date that the page will unpublish. Publish/unpublished states |
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URL redirects allows you to add a URL redirect to your Service.  |
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The Service automatically generates a URL based on the item Service 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: 
Note: Do not add a trailing backslash (/) to the alias |
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. Replace any spaces with a dash (-). |
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The Web page automatically generates a URL based on the page Title and its place in the site hierarchy.
Unselect Generate automatic URL alias if you wish to enter a custom URL alias.
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Select state in the field beside Save as: Draft, Needs Review, Published, or Archived.
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Select Save.
How to create a Service Category
From the administration bar, select Workbench, and then select My Dashboard.
Under Content types, using the drop-down menu next to Service, select Add service category.
Enter the Name of the service.
Optionally, add a description.
Select Add media to upload a service category icon.
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Highlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu. |
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When entering a custom URL make sure it is still reflective of the content that it will be displaying. |
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Authoring information allows you to change the author information for the Service. Authoring information defaults to the user who created the page and when the item was created originally. 
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Promotion options allows you to edit how the Service is promoted. 
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Page display options allow you to optionally turn off site menus and titles for your Service.  Note: this option should not be used for accessibility reasons. |
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The Revision log message is an option to comment on the update and changes to the Service. This message will appear in the entry when viewing the Revisions tab of the Service.
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Delete (site managers only)
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The Delete tab is only visible to site managers. The Delete tab permanently deletes a Service and all associated content.  Note: all links to this page will break. To delete a Service:
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