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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.

Create a new Service

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

  2. Under Content types, select Add next to Service.

    Screenshot of the add button next to service
  3. Enter the Service name.

    Screenshot of Service name field
  4. Insert an optional Service summary.

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

  6. 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.

  7. Optionally,

    1. Under Service details, enter Popularity.

      Screenshot of service popularity field
    2. Select Who can use this service.

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

      Screenshot of What's availible field
    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.

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

  10. 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 field
    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.

  11. 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.

  12. 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.

    1. Select Add media.

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

      1. Select Browse/Choose File in the Add file block 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 (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.

      3. Select Save.

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

    4. Select Insert selected.

  13. Select Menu settings (found near the top of the right of the page) and choose 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.

  14. Configure the URL alias. The Web page automatically generates a URL based on the page Title 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, unselect Generate automatic URL alias. 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.

    Screenshot of Generate automatic URL alias field checked
  15. Select state from the Save as: drop-down menu.

  16. Select Save.

How to create a Service Category

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

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

  3. Enter the Name of the service.

  4. Optionally, add a description.

  5. Select Add media to upload a service category icon.

  6. Select Save.

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