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Service

Service

Owned by Charlotte Armstrong
Last updated: May 17, 2024 by Katie McElroy
7 min read

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

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

  1. Navigate to the Content types box and select the Add service category button under the drop-down menu beside Service. 

  2. In the Service name field, type the Service name using sentence case.

  3. Select Save at the bottom of the page.

Save Page Screenshot.png

Optional fields

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

You can enter a Description of the Service category.

You can Upload a service category icon

You can select the Relations tab and choose a Parent term. 

Create a Service

Note: a Service category must be created first, then Services can be created and added to a Service category.

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

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

In content types, select the Add button beside Service

Required fields

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

Service name field

  1. Select a Service status from the drop-down menu.

  2. Select a Service category.

Note: Multiple Service categories can be selected for one Service.

  1. Enter a Description of content.

Description of content field

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.

  1. Select Draft from the Revision state field.

Revision State Screenshot.png

  1. Select Save at the bottom of the page.

Save Page Screenshot.png

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.

Optional fields

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

The Service summary functions as a short summary of the Service in a Service listing page (Service catalog), a Service listing, and Service teaser.

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

Add media Screenshot.png

  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... in the Add file 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.

  4. Select Save.

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

  6. Select Insert selected.

Media settings can be accessed through the Media drop down.

Screenshot 2024-04-02 at 13.59.25.png

The Service details drop-down menu allows you to add a variety of details about the Service offered.

  1. You can enter a Popularity rating from 1 (lowest) to 10 (highest)

  2. You can select checkboxes to determine Who can use this service.

  3. Under What's available, you can enter specific services that are available. Select Add another item to add more items that are being offered.

  4. You can add information on How to request this service.

  5. You can enter the Minimum notice to use service.

  6. You can enter the Average length of time to complete request.

  7. You can enter a Pricing/cost for the service.

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.

  1. You can enter information about Support for this service.

Under the Service hours drop-down menu, you have the option to enter values in the Service hours field and Exceptions to the regular Service hours.

  1. By selecting the Add time slot button, users can add another row of hours (e.g., if the service is closed over lunchtime).

  2. Exceptions can be added by selecting the Add exception button (e.g., to accommodate for holidays).

The Service location block lets you choose the location address and location coordinates.

  1. The map will default to the University of Waterloo if the latitude and longitude are set to zero.

  2. Optionally, a link to a map with the Service location can be entered in the Map field.

The event location box on the edit tab for event content types
The last 3 fields, Latitude, Longitude, and Map, in the event location box on the edit tab for events

Note: You can optionally select the Service location on the map in this section, but it will not auto-fill the location address.

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

Screenshot 2024-04-02 at 14.04.44.png

Checking Place in site hierarchy box enables you configure how your Service appears in the menu.

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

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

Note: The title in the Menu link title field can be different from your Service 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.

Scheduling options allows you to select a date and time to change the Revision state of your Service.

Screenshot 2024-04-02 at 14.05.24.png

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

URL redirects allows you to add a URL redirect to your Service.

Screenshot 2024-04-02 at 14.05.49.png

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:

Screenshot 2024-04-02 at 14.06.12.png

  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.

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.

Screenshot 2024-04-02 at 14.06.55.png

  • 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.

Promotion options allows you to edit how the Service is promoted.

Screenshot 2024-04-02 at 14.07.08.png

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

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

Page Display Options Screenshot.png

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

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.

 

Screenshot 2024-04-02 at 14.07.57.png

 

Delete (site managers only)

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

Delete page Screenshot.png

Note: all links to this page will break.

To delete a Service:

  1. Select the Delete tab.

  2. Select the Delete button.

Related links

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