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Cheat Sheet for IdahoPCHS.com aka WesternPCHS.com
This document includes step-by-step instructions for the following tasks:
- Add New Speaker
- Add New Session
- ******* IMPORTANT***** Add New Speaker and Session Categorized into Proper Year
- Add New Sponsor Logo
- Add Sponsor Who Has Sponsored in the Past
- Add Styled Green Button
- Adjusting Image Size in Image Module
- Make a Top Menu Item into a Green Button
- Information about the Feature that Sorts Sessions into Years
- Archival Tasks every Year
- Code Change Required Every Year to Change to Current Year
All cheat sheets begin from the Dashboard. To get to the dashboard, login using your username and password at
Add New Speaker
Summary: By adding the new speaker here, it pulls this into the different sessions and schedule
Add New Sessions
Summary: After adding the presenter, you will use the add sessions post type to give the session description that will pull into the schedule.
Add New Session and Speaker Categorized into Proper Year
Summary: Now that we have years for archive purposes, you will need to make certain to categorize these sessions and speakers into the correct year.
Add New Sponsor Logo
Summary: The sponsor logos are automatically pulled into the sponsor page based on the Sponsor post type. If the sponosr is assigned to a sponsor level on the sponsor record, then it will appear in the appropriate area.
Add Sponsor Who Has Sponsored in the Past
Summary: If the sponsor has sponored in the past, we can go into the sponsors, find the draft, make sure we select the create sponsorship level and then publish.
Add Styled Green Button
Summary: When you add a standard Button Module, it is styled with a transparent background and blue outline. We have a nice green button as a part of the style guide for this site and if you want to add a button that is consistent with the style guide, follow these directions.
Adjust Image Size in Image Module
Summary: These instructions are for adjusting the size in an image module, not a standard image in a standard WordPress content area.
As always, make sure to save and exit the module and don’t forget to update the page.
Make a menu item a green button
Summary: The top nav can have the menu items appear as a green button.
To set the menu item to be a green button, add rencontre-register as the CSS class
Information about the Feature that Sorts Session into Years
Summary: So the site would only allow the client to show the current year of speakers and workshops. They wanted to be able to show previous years workshops and speakers. So we then started using the 2017 and 2018 session categories. Betty built a plugin that did something to allow us to only show 2018 sessions currently, and then we can have “past conferences” show here . You can see here (https://idahopchs.com/schedule/2017-sessions/) that people can see last year.
After 2018, they will do the same thing, and create a new 2019 category for next year. There is a line of code somewhere in Betty’s plugin that then directs the site to display only the current year on the schedule page.
Archival Tasks Every Year
Summary:
These are the tasks that need to be completed every year for this site following the conference:
- Go to back end (wp-admin) then go to Conference → session category and add a new category for the new upcoming year (ie. 2020 Sessions)
- If there are subcategory sessions, add them as a sub of the new date category.
- In navigation, make sure to change the navigation item from (old date) schedule to (new date) schedule. (Ie. 2020 Schedule.)
- Hide the keynote sections on the front page. (This is temporary until they have new keynotes to add)
- Add a new image of the venue to both the home page and the locations page. (if the venue changes)
- Go to https://westernpchs.com/past-conferences/ and add a new content area for the immediate past conference.
- Get the logo for the most recent conference and upload as the image
- Add the button that links to the archived sessions (ie. https://westernpchs.com/schedule/2018-sessions/)
- On the sponsor page, make the sponsor sections for each level hidden and add a new visible section that says, “Sponsor information coming soon”.
- On the home page, add the new date and edit the countdown section with the new date.
It is important that we do not remove a speaker’s year from their bio. The point of this is so that we can have a speaker come and speak in two different years and we maintain the data of them being a speaker in both 2017 and 2019, for example.
- Go to speakers -> Conference years and add a year.
- Edit Speakers Page template – here is information from a past Asana task that should help. https://app.asana.com/0/227088318489932/500320013112416/f
- Go to the custom plugin called “RWP Cr3ativ Conference Archive” and change the line of code for the year
Code Change Required Every Year to Change to Current Year
Summary: I think this is in the custom plugin that Betty wrote called, “RWP Cr3ativ Conference Archive Plugin”
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