How to configure Important dates

There are two roles available for Important dates:

• Content editor (to create and edit dates):

  • A Site manager for the Important dates central site will add a Content editor to the site and assign this editor to a Content access group(s).

  • Content editors can create and edit dates within their Content access group(s).

• Site manager (to configure Important dates and assign users to roles):

  • Important dates central site

    • Manage academic years

    • Manage audience

    • Manage keywords

    • Manage types

    • Manage Important dates access

    • Manage Important dates groups

  • Important dates central site and department's site

    • Important dates settings (via Dashboard)

Note: In order to create and edit content, Site managers require the Content editor role, and must be assigned to a Content access group.

Need help creating Important dates? Visit our How to create Important dates how-to document.

Manage academic years

An Academic year specifies which academic year (September 1 to August 31) the Important date will be taking place in, and assists users in filtering Important dates when in the list view.

How to add an academic year

1. From the Administration toolbar of the Important dates central site, click My Workbench.

2. Click Create/Manage Content.

3. Click Important dates.

4. The management page for the Important dates content type will appear. Click Manage academic years.

5. Click Add term.

6. Provide a Name for the new academic year.

7. Optionally, provide a Description for the new academic year.

8. Click Save.

Note: Option to rearrange Academic years using the cross arrows (newest year will appear at bottom of list).

Manage audience

An Audience term helps improve search engine optimization (SEO), and assists users in filtering Important dates in the list view and calendar view.

Note: Audience terms are case-sensitive. For example, "Undergraduate students" and "undergraduate students" would register as two separate audience terms.

How to add an Audience term

1. From the Administration toolbar of the Important dates central site, click My Workbench.

2. Click Create/Manage Content.

3. Click Important dates.

4. The management page for the Important dates content type will appear. Click Manage audience.

5. Click Add term.

6. Provide a Name for the new audience term.

7. Optionally, provide a Description for the new audience term.

8. Click Save.

Manage keywords

A Keyword makes Important dates searchable by its key term in the list view and calendar view.

Note: Keywords are case-sensitive. For example, "Academic standing" and "academic standing" would register as two separate keywords.

How to add a Keyword

1. From the Administration toolbar of the Important dates central site, click My Workbench.

2. Click Create/Manage Content.

3. Click Important dates.

4. The management page for the Important dates content type will appear. Click Manage keywords.

5. Click Add term.

6. Provide a Name for the new keyword.

7. Optionally, provide a Description for the new keyword.

8. Click Save.

Manage types

A Type will indicate to users what category the Important date falls into, and assists users in filtering Important dates in the list view and calendar view.

Note: Types are case-sensitive. For example, "Financial" and "financial" would register as two separate types.

How to add a Type

1. From the Administration toolbar of the Important dates central site, click My Workbench.

2. Click Create/Manage Content.

3. Click Important dates.

4. The management page for the Important dates content type will appear. Click Manage types.

5. Click Add term.

6. Provide a Name for the new type.

7. Optionally, provide a Description for the new type.

8. Click Save.