Common Tasks
This user manual will guide you through the process of using the Gender Initiative's data system webpages. Through this system, you can view and disseminate information about events, contacts, and library resources of interest to those involved in exploring gender issues.
"Logging in" means obtaining access to pages and actions that only "internal" users (Gender Initiative members with password access) can do. An example of an action an internal user could do, that a public user (any user who is not logged in) would not be able to do, would be add an event directly to the calendar, or approve an event request made by a public user.
If you try to access a page that only Gender Initiative members can view, you will first be shown the "Login" page. When you enter the correct password, you will then be shown the page you wanted to access.
Or, to log in at any time, simply click the "Login" link found in the gray horizontal navigation bar at the top of any page. When you enter the correct password, you will now be able to access Internal user pages and actions.
If you close the web browser or do not use the site for a certain amount of time, you will be logged out automatically. However, if you want to log out immediately, click the "Logout" link in the navigation bar.
Events are items that appear on the calendar. They have a name, a starting date and time, an ending date and time, a location, and a description as well as other information that might be helpful to people who might want to attend the event.
A list of events occuring in this and future months can been seen on the calendar page. To access the calendar page, click the "Calendar" link found in the gray horizontal navigation bar at the top of any page.
To access more details about a particular event, click on that event's name in the calendar page. This will take you to a page exclusively devoted to that event. Any information that has been provided about the event dates, times, location, cost, general description, person or organization to contact with phone numbers and/or website, will now be shown. The options to "Edit Event" or "Delete Event" will appear at the bottom of this page.
To add a new event to the calendar, click the "Add Event" link found in the gray horizontal navigation bar at the top of any page. This will show a form that allows you to enter the event's name, dates, times, location, description, and other information about the event. When you are done entering this information, click the "Submit" button at the bottom of the form.
Clicking on "Edit Event" from any event's page will show a form that will allow you to modify the information provided for an event. When you are done making changes, click the "Submit" button at the bottom of the form.
Event requests are new events, changes to events, or requests to delete events that public users have made that are waiting for internal user approval.
A list of requests pending approval can be seen on the review event requests page. To access the event requests page, click the "Review Event Requests" link found in the gray horizontal navigation bar at the top of any page.
To access more details about a particular event request, click on the event name in the review event request page. This will take you to a page exclusively devoted to that event request. Any information that has been provided about the event as well as the person making the request, with their phone or email address, will now be shown. The type of request--add, edit or delete--will be clearly stated at the top of the page. If this is an edit request, both the edited and the original records will be shown, and any fields that have been changed will appear in red. It this is a delete request, the reason the user gave for wanting the event removed will be shown. The options to "Approve" or "Reject" the request will appear at the bottom of this page.
Clicking on "Approve" from any event request's page will immediately carry out the requested changes or additions on the actual calendar.
If this is an add request, the event is added to the calendar. You are then shown the event page for this new event. If you now need to make changes to the new event, you can click on "Edit Event" at the bottom of the page.
If this is and edit request, the event on the calendar is changed as requested. You are then shown the event page for this newly modified event. If you now want to make additional changes to this event, you can click "Edit Event" at the bottom of the page.
If this is a delete request, the event is deleted from the calendar. You are then taken back to the "Review Events Request" page.
Clicking on "Reject" from any event request's page will immediately delete the request. No record of the request will remain, and no changes will be made to the calendar.
Contacts are records of people or organizations and their phone numbers, address, email, and program or lecture offerings that might be of interest to people who want to contact them for help, information, or resources.
A list of contacts can be obtained through the search page, as described below in "Using the Search Page."
To access more details about a particular contact, click on that contact's name from the search results page. This will take you to a page exclusively devoted to that contact. Any information that has been provided about the contact's name, position, organization, department, address, phone numbers, email, website, programs, lectures, as well as other information and comments, will now be shown.
To add a new contact to the database, click the "Add Contact" link found in the gray horizontal navigation bar at the top of any page. This will show a form that allows you to enter the contact's name, position, organization, department, address, phone numbers, email, website, programs, lectures, and other information about the contact. Note that "Public comments" will appear to all users, while "Internal comments" will only appear to Gender Initiative members who are logged in. When you are done entering all this information, click the "Submit" button at the bottom of the form. The new contact you have entered will be added to the database immediately.
Clicking on "Edit Contact" from any contact's page will show a form that will allow you to modify the information provided for a contact. When you are done making changes, click the "Submit" button at the bottom of the form. The changes you make to a contact will be added to the database immediately.
Clicking on "Delete Contact" from any contact's page will show a pop-up box confirming whether or not you want to delete the contact. If you click on "Okay," the contact will be deleted from the database immediately, and no record of the contact will remain. If you click "Cancel," you will be returned to the contact's page and the contact will not be changed in any way.
Resources are records of articles or other materials held in the Gender Initiative's private library and include the article title, author, publication title, date, subject headings, and other information that might be useful to someone who would want to borrow the resource from the Gender Initiative for reading or research. The resource (also called "library") database does not contain the full text or content of these holdings, but only the information pertinent to identifying the resource, as well as some subject headings to give a general idea of what the material covers.
A list of resources can be obtained through the search page, as described below in "Using the Search Page."
To access more details about a particular resource, click on that resource's title from the search results page. This will take you to a page exclusively devoted to that resource. Any information that has been provided about the resource title, author, date, subject headings, and other information, will now be shown.
To add a new resource to the database, click the "Add Resource" link found in the gray horizontal navigation bar at the top of any page. This will show a form that allows you to enter the resource title, author, date, subject headings, and other information about the resource. When you are done entering this information, click the "Submit" button at the bottom of the form. The new resource you have entered will be added to the database immediately.
Clicking on "Edit Resource" from any resource's page will show a form that will allow you to modify the information provided for a resource. When you are done making changes, click the "Submit" button at the bottom of the form. The changes you make to a resource will be added to the database immediately.
Clicking on "Delete Resource" from any resource's page will show a pop-up box confirming whether or not you want to delete the resource. If you click on "Okay," the resource will be deleted from the database immediately, and no record of the resource will remain. If you click "Cancel," you will be returned to the resource's page and the resource will not be changed in any way.
The search page is a way to access contact and resource records once they have been added to the database. It is also a way to find event records by a search term rather than by position on the calendar.
To access the search page, click the "Search" link found in the gray horizontal navigation bar at the top of any page. This will show a form that allows you to enter a search term or search phrase. Choose which database(s) you want to search for this term or phrase in by checking the box next to its name.
When you are done entering this information, click the "Search" button at the bottom of the form. The results of your search will now be shown.
Of whatever database(s) you chose, "Calendar" results will be listed from the top of the page, followed by "Contacts," then "Resources." Calendar results are listed in order by starting date. Contacts are listed in order alphabetically by the contact person's name, then the contact organization's name. Library resources are listed in order alphabetically by author, then title. Click on any event name, contact name, or resource title to see all the information for that record.
See the System Administration Manual for information about maintaining and configuring this web site.
contact: a person or organization we want to store data about
event: something that appears on the calendar
event request: changes to an event, or a new event, that do not appear on the calendar yet because they have not be reviewed and approved by a Gender Initiative member
internal user: a member of the Gender Initiative that has password access to log in, view privileged information, and perform privileged actions
navigation bar: this is a gray horizontal bar with links found at the top of each Gender Initiative page right below the words Gender Initiative
public user: someone who is using the Gender Initiative website but is not logged in
resource: something found in the library
result: an event, contact, or resource found by the search page that contains the search term you entered
search term: a word or phrase you want to look for
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