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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.
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.
Optional fields
Term lock
If the Term lock checkbox if checked, a term cannot be edited or deleted for the Service category.
Description
You can enter a Description of the Service category.
Upload service category icon
You can Upload a service category icon so
Relations
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.
From the administration bar, select Workbench then My Dashboard.
In the Content types box, select the Add button beside Service.
Required fields
In the Service name field, type the Service title using sentence case.
Select a Service status from the drop-down menu.
Select a Service category.
Note: Multiple Service categories can be selected for one Service.
Enter a Description of content.
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.
Select Save at the bottom of the page.
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:
Item summary
The Service summary functions as a short summary of what the Service is about in a Services listing page (Service catalog), a Service listing, and Service teaser.
Associated image
The Associated image functions as a thumbnail when sharing a Service in social networks and other services.
Locate Associated image under Meta tag information for social media sharing/search/etc.
Select Add media.
Add an image or select an image previously uploaded to your site. To add an image:
Select Browse... in the Add file box and choose an image from your files.
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.
Select Save.
If not already selected, select the image by checking its box from the image gallery.
Select Insert selected.
Media settings
Media settings can be accessed through the Media drop down.
Service details
The Service details drop-down menu allows you to add a variety of details about the Service offered.
You can enter a Popularity rating from 1 (lowest) to 10 (highest)
You can select checkboxes to determine Who can use this service.
Under What's available, you can enter specific services that are available. Select Add another item to add more items that are being offered.
You can add information on How to request this service.
You can enter the Minimum notice to use service.
You can enter the Average length of time to complete request.
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.
You can enter information about Support for this service.
Service hours and exceptions
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.
By selecting the Add time slot button, users can add another row of hours (e.g., if the service is closed over lunchtime).
Exceptions can be added by selecting the Add exception button (e.g., to accommodate for holidays).
Service location
The Service location block lets you choose the location address and location coordinates.
The map will default to the University of Waterloo if the latitude and longitude are set to zero.
Optionally, a link to a map with the Service location can be entered in the Map field.
Note: You can optionally select the Service location on the map in this section, but it will not auto-fill the location address.
Menu settings
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.
Scheduling options
Scheduling options allows you to change the Revision state of your Service.
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.
URL redirects
URL redirects allows you to add a URL redirect to your Service.
URL alias
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:
Unselect the Generate automatic URL alias box.
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
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.
Promotion options
Promotion options allows you to edit how the Service is promoted.
Page display options
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.
Simple XML sitemap (ask charlotte)
Revision log
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.
Delete (site managers only)
Delete a Web page
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:
Select the Delete tab.
Select the Delete button.