Administrator User Guide
Contents
1. e Role Select the role of the member This can be Barrister Academic Staff Trainee or Associate e List Priority This option is only used in staff teams It allows you to dictate the order of profiles in staff teams For example if Fred Bloggs was the Team Leader of Practice Team N his List Priority value i Microsoft i 3 formation Microsoft Ern PART OF IRIS ms ISV Software Solutions Partner Page 13 Matrix Chambers Website Administrator User Guide would be 1 If Jane Doe was the deputy Team Leader her List Priority value would be 2 See the figure below for an example where the List Priority field is used in a team If a list priority is not needed simply leave the text box blank Practice Manager Telephone 44 20 75611 9404 ZEN Jason Hausden Email jasonhousden amp matrixlaw co uk Lorem ipsum dolor sit amet consectetur adipiscing elit Etiam porttitor convallis neque vel blandit purus sollicitudin eu Vestibulum imperdiet gravida dolor vitae consectetur Maecenas sit amet ipsum enim eget ullamcorper sapien Donec ultrigges dolor id mi sagittis at viverra odio aliquam Praesent blandit tincidunt ante aretra metus sallicitudin adipiscing Pellentesque habitant marbi tristique Assistant Practice Manager List Friority 1 Telephone 44 20 7511 9315 Andy Hall Email andyhall matrixlaw co uic Lorem ipsum dolor sit amet consectetur adipiscing elit vestibulum felis est feugiat id Fauci2. CV amp Downloads link to manage the downloads for a particular member Lord Daniel Brennan QC caled 1967 silk 1585 Lord Daniel Brennan QC specialises in commercial law international business issues public and private international law and international arbitration p e A Email danbrennan matrixlaw co uk Introduction Expertise CV amp Downloads Practice Team FracticeStaff TeamMagmatrixlaw co uk Attachment Name Tvpe Icon Add Remove D Daniel Brennan s Primary CV Primary CV Text C Tel Daniel Brennan s CV In Spanish Cv Text LI E Primary IR Tex w O Figure 49 Downloads are simply displayed in a list They can be edited at any time or removed Adding an attachment Simply scroll to the bottom of the attachment manager and enter the new name for your attachment Select the type of attachment such as Primary CV CV or Other the icon you would like to display the attachment as which can be either e Text which will result in an icon that looks like a document e Audio which will result in an icon that looks like a megaphone speaker e Video which will result in an icon that looks like an eye formation MicroSOfE on cies PART OF IRIS ISV Software Solutions Partner Page 38 Matrix Chambers Website Administrator User Guide Finally click the Browse button under Add Remove and select the file on your local computer Once you are happy with the deta
3. or Associate If you hover your cursor over this button a list of practice areas will be displayed Multiple practice areas can be selected and this profile will be associated with those practice areas The practice areas selected here affect the filtering on the Members page Therefore if a profile is set up with expertise in Human Rights and Tax Law when the filter is selected on the Members page of the website these profiles will automatically appear for these filters formation MEN Ier PART OF IRIS Partner ISV Software Solutions Stapletor Summer Temple Thompsc Tkaczynl Tomlinsa Tridimas venables Waller White Willson Wolfe E am Practice Type Fred fred bloggsgblogg This is a very basit Figure 14 The expertise list displaying all of the areas of practice that Fred Bloggs specializes in Title Only applicable to profiles where the Role is Barrister Matrix Chambers Website l Administrator User Guide Select Practice Expertise L D D ER ES D D D DS ET D D EJ EJ Ness ss sd L1 ET ISI EJ E3 HCH E31 He Arbitration and Mediation Civil Actions Against the Police Commercial Law Community Care Law Competition Law Crime and Regulatory Law Data Protection Discrimination and Equality Education Law Election Law Employment Law Environment Law FU Law Extradition Human Rights Immigration Asylum and Free Movement Inquests International Law Loca
4. Solutions j ISV Software Solutions PART OF IRIS Partner Page 28 Matrix Chambers Website Administrator User Guide Add Edit Attachment aking to achieve a different working model from the ly been dubbed the future of The Bar and are proud of 1 environment where diversity and accessibility are widely Jed agement Committee Matrix operational and Chief Executive Lindsay Scott Kevin Hooper is our Chief 8 Edit Page Attachment jf Remove table We are delighted to introduce each individual ecutive and Practice Managers to our busy Outdoor jut each area af aur services Find out more B Edit Page Attachment M Remove Figure 33 Additional options are in certain areas of the system available such as Add Attachment Page and Remove The Add option Clicking the Add option will add a subsection to the page This may be required if for some reason you needed an extra subsection under Organisation Clicking the Add option will create a new Untitled sub section This can then be edited and altered to your needs Save X Cancel Attachment Title Untitled 1 oe BT Ulex ix pum Ae E Gs ei Font default ka size defaut el 2 PBA m 2 SIS S 25 saw SST Figure 34 A new subsection not yet altered Custom Development Solutions formation po e a PART OF IRIS Partner Page 29 Matrix Chambers Website Administrator User Guide The Attach
5. blank Telephone Only applicable to profiles where the Role is Staff The value for this text box should be the telephone number of the staff member If a Telephone number is not needed simply leave the text box blank Email The email address of the person in the profile Team Email P dg P ll Only applicable to profiles where the Role is Barrister Academic Trainee or Associate This email address should be that of the practice team that the member belongs to If a Team Email is not needed simply leave the text box blank Description The description can be altered here For profiles where the Role is of type Staff the description must be edited through the Profile Manager Otherwise a profile can be altered I Microsoft i 4 fo rm ati on GOLD CERTIFIED Mobility Selatin PART OF IRIS Partner ISV Software Solutions Page 16 Matrix Chambers Website Administrator User Guide through the rich text editor through inline editing as outlined later on in this documentation e Thumbnail Only applicable to profiles where the Role is Barrister Academic Trainee or Associate A new thumbnail for a member can be uploaded through this field by clicking Browse then selecting the file on your local computer The thumbnail uploaded here will be the image that appears in the Members list Note be extremely careful when changing this field as once a thumbnail is uploaded it cannot be
6. for the filtering of cases on the expertise tab Enter the details of the case in the large text box and once you are happy with your case click the Add button Editing a case Click the Edit button above a case next to the Remove button to edit it s details The page will re load and the information of the case will be available for edit as shown in the figure below Save X Cancel R v Secretary of State for the Home Department and another ex parte Practice Type Challenge to changes in the immigration rules and to Department of Health guidance on the recruitment of international medical graduates 8 Edit D Remove SA Breweries Limited v Shoprite Holdinas Limited 2007 Sale bv appellant to respondent of larae retail Figure 47 A case in edit mode Editing can be aborted at any time by clicking the Cancel button formation Microsoft arra PART OF IRIS Partner ISV Software Solutions Page 37 Matrix Chambers Website Administrator User Guide Details can then be altered and once you are happy with your values click Save If at any time you do not wish to save any changes made click the Cancel button Removing a case To remove a case simply click the Remove button above the case itself You will be asked to confirm deletion Message from webpage 2 j Are you sure you want to delete this case Figure 48 A deletion confirmation dialogue CV amp Downloads Click the
7. name of the Team e Email The email address of the Team e Intro The initial description of the team that is displayed on the Staff page e Details A full description of the team that is displayed on the team page e Order The concept is exactly like the List Priority regarding Staff Members this value allows you to order teams by entering a number in here Please read the section Creating a profile regarding List Priorities Once you are happy with your values click the Save button to create the team This team can now be selected from the drop down list when creating editing a new staff member via the Profile Manager I Microsoft formation GOLD CERTIFIED Wien PART OF IRIS Partner ISV Software Solutions Page 20 Matrix Chambers Website Administrator User Guide Editing a team To edit a team click the pencil icon next to the team name Team Manager 8 T Practice Team M Vestibulum est neque vehicula et Fusce malesuada pellentesque interdum Sed ultricies Curabitur in magna a lacus bibendum auctor Proin sec Figure 20 To edit a team click the pencil icon next to the team name The team will then go into edit mode and look similar to when you are creating a team only the fields will be pre populated with the team information as in the figure below Edit Existing Team Mame Practice Team M Email Practice Staff_TeamM matrixlaw Intro Vestibulum est neq
8. removed only overwritten as explained later in this documentation The thumbnail should be specially prepared before however It is recommended that you contact the creators of the system to arrange thumbnail preparation The thumbnail should then be uploaded through this field e Main Photo If the profile Role is Staff this Main Photo represents the image displayed in the Teams page for each staff member Otherwise this Main Photo represents the image displayed in a member s profile A new main photo for a member can be uploaded through this field by clicking Browse then selecting the file on your local computer Note be extremely careful when changing this field as once a Main Photo has been uploaded it cannot be removed only overwritten as explained later in this documentation The Main Photo should be specially prepared before however It is recommended that you contact the creators of the system to arrange Main Photo preparation The Main Photo should then be uploaded through this field Once all the fields have been filled out to your liking click the Save button to create the Profile The new user profile will appear in the list in alphabetical order ordered by surname first then by second name Editing a profile To edit a profile simply click the pencil icon 8 next to the name of the profile you wish to edit This will load up the details of the profile in a new form ready for you to alter I Micros
9. types can only be deleted if they are not used and can be removed by clicking the trash can icon not shown in the above example To create a new event type enter the type in the empty box at the bottom of the list Hover your cursor over the H button A list of specially picked Matrix palette colours will be displayed in a list e e sq n Microsoft custom Development Solutions GOLD CERTIFIED Mobility Solutions PART OF IRIS Partner RR ISV Software Solutions Page 33 Matrix Chambers Website Administrator User Guide ZR t O Colour 1 Colour 2 Q Colour 3 d 5Colour4 T O Colour 5 Figure 42 The colour list Simply select the colour you wish the event type to be and then click the plus button d to add that event type Event types can also be altered their names and colours changed by clicking the pencil icon next to the event type name This will load the details of the event type Editing Members Profiles Members profiles can be edited in line as well as an alternative to editing them through the Profile Manager This is also the same interface that a member will use to edit their own profile To edit a member s profile browse to their profile whilst logged in as an administrator Introduction You should be instantly able to edit the introduction of the member as shown in the screenshot below I Microsoft i 3 fo rm ati O n GOLD CERTIFIED Moby omnt Solutions PART OF IRIS Partner ISV Software
10. Matrix Chambers Website Administrator User Guide This document covers the functionality for administrators of the Matrix Chambers website Written by Matt Middleton om Development Solutions 3 formation Partner ISV Software Solutions PART OF IRIS Page 2 Matrix Chambers Website Administrator User Guide Contents MSO AC COUT wae M eneces 4 EOS STE MW 4 TAN SONI STA ME s 5 UO PIE OU D 1 6 Changing E BE 6 Managing EE en CET 7 Accessing the user account dT dT 7 creatine aU ace OHNE EE 7 Eding a USER lee T dE 9 RI TT dTe e 10 BE e cH L 10 DRECK 11 TINS le CN 12 Belt DEOS asc deste tay aceon 2 he peepee iiec cortes eres bac E E tac Or eed EE 16 Biete mm 17 Aia eA a E CRT mm 18 Gc CRISI LL EUST 18 Ee UIE NI E n rm duro TU erede E uude M sumen soesuantanvec cet ERI 20 BERN em 21 Weer ICUS S 22 Creating a SUD MENU e nbl enee et 23 Editing EU Ment SEY RE RE E Tm 24 Deleting a sub menu ent 24 In LDine elt EE 26 Editing Bee ne lee EEN 26 Bett Berieral oar vetu ede Ud TE D edm MM UI re E 27 TAE e Te OPIO m 28 The Attachment ODOM ueisensssem
11. Solutions Matrix Chambers Website Administrator User Guide a matrix e Janet Kentridge called 1999 chambers Home Organisation i Janet is a versatile practitioner who specialises in public and commercial law with a particular interest the interface between the two Members Staff Areas of Practice Opportunities at Matrix News Events Email janetkentridge matrixlaw co uk Contact Introduction Expertise CV amp Downloads Practice Team jasonhousden matrixlaw co uk Edit Janet is a versatile practitioner with interests and experience in a wide range of areas including administrative law asset restraint discrimination law education law human rights law local government law media and information law regulatory and revenue law She specialises in public law and commercial law with a particular interest in the interface between the two Janet has practised as a barrister at Matrix since 2001 In addition to her experience at the London Bar Janet has extensive experience of litigation in courts at all levels in South Africa From her first year of practice onwards Janet has appeared in leading cases before the Constitutional Court of South Africa She also has experience of large scale commercial Figure 43 Members profiles can be edited simply by going to their profile and clicking the Edit button The member s details can be altered simply by clicking the Edit button and altering t
12. a laoreet Sed rhancus mi cursus mi interdum a sodales quam tincidunt Maecenas accumsan dapibus pellentesque Suspendisse potenti Curabitur id lacus sem Etiam tincidunt ultricies rutrum Morbi et justo ante in dignissim ipsum Nunc elementum pharetra massa ut viverra ligula consectetur in Donec dui orci Fermentum et fringilla vitae Fringilla et ante Figure 30 The homepage introduction paragraph Note the differences here from being logged in e The additional tool bar with the edit button e The text is not in two columns which differs when you are logged out Click the edit button to start editing A loading message should appear Sometimes this can take a while in order to load the toolset for editing Loading Please wait Figure 31 The loading message Once the loading has completed the page will change and the content section will be put into edit mode You will be presented with a text box to edit this section of the website i Microsoft i fo rm at O n Go LD CERTIFIED MU S E Solutions PART OF IRIS Partner ISV Software Solutions Page 27 Matrix Chambers Website Administrator User Guide Save x Cancel y 0 B L U label Xx MN gi LE IR SR ele a lel Font default v Size default jw R OB Ga EES ee ees ILS mS Seen as the blueprint for the future of the Bar we work together to innovate in the way legal services are delivered Suspendisse ut quam mi Proin
13. account formation PART OF IRIS Custom Development Solutions GOLD CERTIFIED Mobility Solutions j ISV Software Solutions Partner Page 10 Matrix Chambers Website Administrator User Guide Role Administrators User Name cherie booth Email cheriebaothigmatrixla Comment Cherie Booth lt account Active User Is Locked Qut Is Online CreationDate 18 09 2009 11 44 10 LastActivityDate 25 09 2009 14 38 36 LastLoginDate 25 09 2009 14 21 46 LastLockoutDate 01 01 1754 00 00 00 LastPasswordChangedDate 18 09 2009 11 44 10 Member Profile Link Cherie Baoth v Figure 10 Editing user account information Fields available for edit become text boxes and the active state of a user or whether they are an administrator can be altered as well Once you have changed these details click Update to apply the changes to the account Additionally the Member Profile Link can also be altered Simply select the profile from the list and this will be associated with the account Deleting user accounts User accounts cannot be deleted If an account is not needed any more simply disable the user s account This can be done through the editing of a user account as outlined in the section above this one Edit a user account and uncheck the Active User checkbox Click Update and this account will be unusable until the account is activated again User Profiles User profiles contain information about peop
14. bus et tempor ut massa Vivamus quis mattis nisi Etiam elementum erat at est lobortis semper Pellentesque fringilla laoreet mi placerat pharetra Curabitur interd nisi sed ipsum fermentum quis venenatis libero blandit Aliquam risus arcu venenatis vitae List Priority 2 Practice Assistant Samantha Blake Lorem ipsum dolor sit amet consectetur adipiscing elit Integer pellentesque ultricies ante et varius eros luctus eu nteger et erat metus nec volutpat tortor Curabitur ipsum quam pellentesque ac auctor in iaculis facilisis ante Nullam vitae mauris ut dictum purus Sed vehicula ornare dictum Nunc posuere euismod List Priority 3 Telephone 44 20 7511 9403 Email seanccllum matrixlaw co uk waym dolor sit amet consectetur adipiscing elit Etiam porttitor convallis neque vel blandit purus sollicitudin eu Vestibulum imperdiet gravida dolor vitae consectetur Maecenas sit amet ipsum enim eget ullamcorper sapien Donec ultricies dolor id mi sagittis at viverra odio aliquam Praesent blandit tincidunt ante quie pharetra metus sollicitudin adipiscing Pellentesque habitant morbi tristique Figure 13 An example of how List Priority values are used and how it affects the order of staff members displayed in a team If two people are set to the same value like in this figure they are then secondly ordered by second name Expertise Only applicable to profiles where the Role is Barrister Academic Trainee
15. dui quam cursus vitae ultricies vitae tincidunt non quam In eget venenatis arcu Nunc malesuada malesuada augue ut varius In accumsan viverra laoreet Sed rhoncus mi cursus mi interdum a sodales quam SCHEIER Figure 32 A content section in edit mode Simply alter the text in the text box and click Save once you are done At any time if you make a mistake and you wish to cancel the changes click the Cancel button The rich text control offers an easy and intuitive way to update the page Please note however it s advised that you do not alter too much formatting with the website as it could ruin the styling of the overall pages It is advised that the rich text control only be used to insert hyperlinks and alter italics underlining etc Editing general pages General content pages are simply free text fields that can be edited simply by browsing to them Only These are certain areas of the website are genera e The Homepage e The Terms and Conditions section e The Organisation section e The Areas of Practice section e The Opportunities at Matrix section Please see the section entitled Editing a content section to understand how to edit a page In certain areas of the site content areas can be removed added attachments can be added and full pages can be created These options are discussed in this section e G 1 Microsoft Custom Development Solutions GOLD CERTIFIED Mobility
16. ent password in the Current Password box Enter the current password again in the Confirm Password box Enter your new password in the New Password box Click the Save button ae Fe On a successful change you should get the following message Tr Cha HERO Bmw 0H 9 OU H apr EON Change Password x Your password has been changed On next log in be sure to use your new password Figure 5 Password change confirmation dialogue This dialogue confirms that your password has been changed Next time you log in your new password will be in effect Custom Development Solutions e E e formation Microsoft css porte ag ISV Software Solutions PART OF IRIS Partner Page 7 Matrix Chambers Website Administrator User Guide Managing User Accounts The administrator has the ability to manage all user accounts on the system This means the administrator has the ability to create and edit user accounts A user account is details for a user to log in via the log in prompt A user account can also be linked to a profile as covered later in the documentation Accessing the user account list To access the user account manager go to the user menu and select Edit User Accounts This will display a list of the current users able to log into the system TIX Search Search User Management hambers Home Organisation Members Staff reas of Practice unities at Matrix News Event
17. ere cases can be created edited or removed Creating a case Scroll to the bottom of the case editor to find the empty case entry form Add My new example case L Practice Type Here go the details of my example case Figure 45 The empty case form with some example data Each field needs to be completed The first field should contain the title of the case the next field should contain the year of the case If you hover your cursor over Practice Type you can select the areas of practice that this case resides in formation MicroSOft on ent PART OF IRIS Partner ISV Software Solutions Page 36 Matrix Chambers Website Administrator User Guide Associated practice type Arbitration and Mediation Civil Actions Against the Police Commercial Law OOOO Community Care Law v Competition Law Crime and Regulatory Law Data Protection L m ET ET IS ET F3 E3 EJ E31 F3 ET ET SE ET SEL ET He E Discrimination and Equality Education Law Election Law Employment Law Environment Law EU Law Extradition Human Rights Immigration Asylum and Free Movement Inquests International Law Local Government Law Media and Information Law Mental Capacity and Mental Health Prison Law Public Law sports Law Tax Law Figure 46 From the popup list you can select all of the practice areas that this case resides in Select as many areas of practice needed These will be the basis
18. es on The date the post should expire Expired posts disappear from the news page once the expired date is reached Editing events Like News items events are edited in a similar way to normal rich text areas only with a few more options Save X Cancel Attachment Title Inquest 1 Type Inquests wl EN Time Duration Hour s ole E B 4 U se X x MRN m4 CT e 1 6 I I el Font default M Size default v X 19188 ele SS SS IIE slele Inquest details here p Figure 40 Editing an event provides a few extra fields such as Type Date Time and Duration Custom Development Solutions e E D formation SG pez nnua ISV Software Solutions PART OF IRIS Partner Page 32 Matrix Chambers Website Administrator User Guide The following fields need to be completed e Date The date of the event Click this box to load up the calander control as in Figure 39 The calendar control e Time Enter a time for the event in 24 hour format e Duration The duration of the event in terms of hours e Type The event type Event types can be managed by clicking the button Managing event types Event types can be managed by clicking the button next to the Types combo box Clicking this button will load a dialogue similar to the following E3 Human Rights EU Law 8 Public Law 8 e Inquests International La He Jl Figure 41 The event types manager Event
19. ete all of the full page detail and the find out more link will no longer be displayed The Remove option The Remove option will remove a subsection and any of its properties This option should not be used lightly as removed pages cannot be restored Editing news items News items are edited in a similar way as normal rich text areas only with a few extra options Save x Cancel Attachment Title News Item 3 Date posted 24 09 09 Expires on 15 10 09 JL BI U akel Ma 17 dN aa Tole SR eel ei Font default r Size default ei amp amm E S GEEH E EY This is another test news item that expires on 15 10 09 sare Figure 38 Editing a news item provides two extra fields to complete Date posted and Expires on i Microsoft formation Microsoft Gen PART OF IRIS Partner ISV Software Solutions Page 31 Matrix Chambers Website Administrator User Guide Two extra fields need to be populated Date posted and Expires on To alter these click on the text boxes It will load up a calendar control for you to alter your date Iden YY s d Ra l Expires on 28 4 September 2009 K Su Mo Tu We Th Fr Sa 30 31 1 2 3 4 5 el 7 8 9 10 11 13 14 15 16 17 18 20 21 22 23 27 28 29 30 4 5 b 7 Today November 3 2009 Figure 39 The calendar control e Date Posted The date you wish the article to be posted By default this is the day you create it e Expir
20. h can icon will display a confirmation dialogue to ask you to confirm team deletion fo rm at I O n Go LD CERTIFIED ASANA Solutions PART OF IRIS Partner ISV Software Solutions Page 22 Matrix Chambers Website Administrator User Guide Managing Menus Sub menus the popup menus down the left hand side of the page can be added edited or removed sation p Fractice Team M Dr ire Staff im Team T Practice Team X actice KE i e Administration and Reception DES Legal Information and Research NEWS rees Administration vents Marketing ontact Matrix Mascots Figure 23 A sub menu To access the Menu Manager select the Edit Menus option from the user menu l X Search Menu Manager mbers Home Select a menu to manage sub items for iw rganisation Members Statt of Practice at Matrix Figure 24 The menu manager Sub menus can be managed for any menu item Click the drop down box and select the menu you would like to manage sub menus for to manage sub items for Home Organisation Members Areas of Practice Opportunities at Matrix News Events Contact Figure 25 Select the menu you would like to manage sub menus for formation MicroSoft cuon orent PART OF IRIS Partner ISV Software Solutions Page 23 Matrix Chambers Website Administrator User Guide Once selected the current sub menu items will appear if any exist for this menu allowing you to create edit dele
21. he text just like any other rich text area For details on how to edit rich text areas please read the section titled Editing a content section Expertise Click the Expertise link to load up the expertise for the current member being edited formation 4E r PART OF IRIS Partner ISV Software Solutions Page 35 Matrix Chambers Website Administrator User Guide EAR eh A Janet Kentridge called 1999 Home isation 1 emre PEN Janet is a versatile practitioner who specialises in SN public and commercial law with a particular interest Staff Bic o x n the interface between the two ractice Matrix News Eege Email janetkentridge gmatrixlaw ca ulz contact Introduction Expertise Cv amp Downloads Practice Team jasonhousden matrixlaw co uk B Edit il Remove Brink v Kitshoff and Anor 1996 The case before the Constitutional Court of South Africa dealt with the constitutional right to gender equality and the striking down of certain provisions of insolvency legislation Janet Kentridge appeared B Edit D Remove Directory Advertising Costcutters v Minister for Posts Telecommunications and Broadcasting 1996 Scope of application of the Bill of Rights rights to administrative justice and economic activity uilding S Edit il Remove andon LR SUN Knox D Arcy Ltd v Shaw 1996 Restraint of trade scope of application of the Bill of Rights right ta co uk economic activity 3447 Figure 44 The case editor H
22. ile click the small trashcan icon next to the name of the profile you wish to delete Andy Halll Assistant Practice Manager Alasdair Henderson Figure 17 Clicking the trash can icon will cause a prompt to appear which will ask you to confirm profile deletion A confirmation dialogue will appear to ask you to confirm deletion formation foe aussen PART OF IRIS Partner ISV Software Solutions Page 18 Matrix Chambers Website Administrator User Guide Managing Teams Teams are managed from the Team Manager The Team Manager can be accessed by clicking the Edit Teams option in the user menu The Team Manager looks something like the figure below X ers Home sation nbers Staff actice datin News Vents intact Team Manager LI Practice Team M PracticeStaff TeamM amp matrixlaw co uk Vestibulum est neque vehicula et Fusce malesuada pellentesque interdum Sed ultricies sem nec odio rutrum non consequat libero theint Curabitur in magna a lacus bibendum auctor Proin sed nibh eros Aliquam neque lorem egestas eget mattis non tempor et enim Aliquam tristique tortor vulputate venenatis laoreet felis massa placerat nunc ut accumsan nibh odio vitae velit Aliquam vitae cursus tortor Sed consectetur felis at lacus consectetur quis sodales ante rutrum List Order 1 LI Practice Team T PracticeStaff_TeamT matrixlaw co uk Quisque varius nisl et vestibulum Fusce malesuada pellentesque interdum Sed ultricies
23. ils of this attachment click the plus symbol to upload the file and attach it to the member s profile IE cM UM GE Mun em aM EES UE NOE e E MINNIE 8 M 8 aR M M RT p us Daniel Brennan s CV In Spanish CV Text A brand new CV CV Text C Documents and Set Browse Figure 50 Creating a new attachment Editing an attachment To edit an attachment click the penci icon next to the attachment This will put the attachment into edit mode The attachment file itself cannot be altered at this point only the information regarding the attachment such as the name the type and the icon type If you need to change the attachment file itself it is recommended you delete the current attachmentand create a new one Deleting an attachment To delete an attachment simply click the trash can symbol in the Add Remove column i Microsoft i 3 formation o PART OF IRIS Partner ISV Software Solutions
24. irmation dialogue will be displayed asking you to confirm the removal I Microsoft fo rm at Q n GOLD CERTIFIED MU S E Solutions PART OF IRIS Pa rtner ISV Software Solutions Page 25 Matrix Chambers Website Administrator User Guide Menu Manager Select a menu to manage sub iterr Link Text fae Practice Team M Practice Team T Practice Team X Figure 29 Click the trash can icon to remove a particular sub menu Once the icon has been clicked a confirmation dialogue will appear asking you to confirm your deletion formation MEAE ew PART OF IRIS Partner ISV Software Solutions Page 26 Matrix Chambers Website Administrator User Guide In Line Editing Throughout the website in line editing has been implemented This means that you can log in as an administrator and go to the area of the website in which you wish to edit as if you were a visitor clicking a button to edit that section of the website To perform in line editing you must be logged in as an administrator Editing a content section Editing a content section is easy Simply browse to the section you wish to amend In this example I will use the home page Edit the blueprint far the future of the Bar we work together to innovate in the way legal services Suspendisse ut quam mi Prom dui quam cursus vitae ultricies vitae tincidunt nan quam In eget venenatis arcu Munc malesuada malesuada augue ut varius In accumsan viverr
25. l Government Law Media and Information Law Mental Capacity and Mental Health Prison Law Public Law Sports Law Tax Law P lt lt Academic This could be any form of formal title such as Lord Lady or Professor If a Title is not needed simply leave the text box blank Name The first name of the member i e Fred Surname The last name of the member i e Bloggs Position If the Role of the user is of type Staff then the position should be their job title formation PART OF IRIS GOLD CERTIFIED Partner Page 14 Trainee or Associate Custom Development Solutions Mobility Solutions ISV Software Solutions Page 15 Matrix Chambers Website Administrator User Guide Pn dt J Ml If the Role is Barrister Academic Trainee or Associate then letters after the name can be typed here such as QC If a Position is not needed simply leave the text box blank Call Year Only applicable to profiles where the Role is Barrister Academic Trainee or Associate The value for this text box should be the year in which a member was called to the bar If a Call Year is not needed simply leave the text box blank Silk Year Only applicable to profiles where the Role is Barrister Academic Trainee or Associate The value for this text box should be the year in which a member becomes a QC If a Silk Year is not needed simply leave the text box
26. le such as barristers staff members academics etc There are two main different types of user to choose from e Amember e Astaff member i Microsoft i fo rm at O n GOLD CERTIFIED ASANA Solutions PART OF IRIS Partner cm ISV Software Solutions Page 11 Matrix Chambers Website Administrator User Guide The main difference being only members can log into the system if a user account is set up and alter their profile Member profiles can be altered in one of two ways e By using the Profile Manager in the user menu or by e Browsing to the member s profile and editing it in line Staff Member profiles can only be altered through the Profile Manager accessed via the user menu Managing Profiles Profiles can be managed from one place called the Profile Manager The profile manager can be accessed by clicking the Edit Profiles option in the user menu The profile manager looks like the figure below D It ri X Search Profile Manager chambers SJE Mark Afeeva Home v I Mick Armstrong Organisatian S REE Members B U Alex Bailin Staff S it Samantha Blake Practice Assistant Areas of Practice E i Andrew Bednar portunities at Matrix Faim En aant oc WEWE D m Daniel Brennan QC Eventz FEE 3 x df 8 RI Christopher Brown Gu Tei zm IER c Michelle Butler IS i Christine Chinkin D i Andrew Choo R Hi Andrew Clapham Figure 11 The profile manager Here profiles ca
27. ment option Clicking the Attachment option will load up a dialogue containing all attachments if any for that particular subsection Attachments can be added through this dialogue and removed fice Assistants discover who to contact about each area ol Upload attachment a Mt ET gt d Button Style Text lw Attachments Revised priorities criteria and questiannaire at Sen d Work Experience Application b rr Matrix Causes Fund Questionnaire ni IF NW he a Figure 35 Attachments can be uploaded or removed through the Upload attachments dialogue Adding an attachment will cause it to appear underneath the sub section Matrix in the community Our commitment to giving to the community is manifest in a grant giving fund and in other practical forms Qver the past four years we have contributed to a range of exciting projects closely related to our local community Find out more Revised priorities criteria and questionnaire Sep Work Experience Application Matrix Causes Fund Questionnaire Figure 36 The attachments appear underneath the subsection If the section is made into a full page the attachments will also appear on that page groups to complete when applying for funds Links ta the websites of a number of the organisations we have supported are given in the Related Links section above All enquiries about the Fund should be sent to our Office Administrator Lindsay Howell Downloads Revised prioritie
28. n be e Created e Edited or e Deleted This guide will cover each aspect in the profile manager fo rnm ati O n GOLD CERTIFIED ASAMA T Solutions PART OF IRIS Partner ISV Software Solutions Page 12 Matrix Chambers Website Administrator User Guide Creating a profile To create a profile move to the bottom of the Profile Manager An empty profile form is at the bottom of the page This is where the details of your new profile should go Create Profile Team No Team Rale Barrister List Priority Expertise Practice Type Title Lord Name Fred Surname Bloggs Position QC Call Year 1985 Silk Year 2000 Telephone 0123 456 78 90 Email loggs bloggslaw co uk Team Email Team bloggslaw co ule Description This is a very basic description for Fred Bloggs Thumbnail Main Photo Browse w Save Figure 12 An example profile Details entered should be carefully considered as certain options only affect certain types of profiles Selectable options are as follows e Team This option should only be changed from No Team if the Role is of type Staff Team only applies to staff members Whilst a barrister may belong to a practice team as well this option only affects staff members and should be left as No Team otherwise The Team option allows you to select a team that a staff member works in The list of teams displayed is dictated by the Team Manager which is discussed later in this documentation
29. oft i 4 fo rm ati on GOLD CERTIFIED Mobility Solutions PART OF IRIS Partner ISV Software Solutions Page 17 Matrix Chambers Website Administrator User Guide A description of the different fields and what they mean in relation to how it appears on the system are described in the previous section Creating a profile Andy Hall Assistant Practice Manager Alasdair Henderson Figure 15 Clicking the pencil icon will allow you to edit a profile Edit Profile x Team Practice Team X Role Staff Im List Priority Expertise Practice Type Title f Position Assistant Practice Manz Call Year f Email andyhall matrixlaw co Team Email fs Description Lorem ipsum dolor sit amet consectetur adipiscing elit vestibulum felis est feugiat id faucibus et tempor ut massa Vivamus quis mattis nisi Etlam elementum erat at est lobortis semper Pellentesque fringilla laoreet mi placerat pharetra Curabitur ve Thumbnail Main Fhoto click to view Oooo Bros PO Bros wv Save Figure 16 A profile in the process of being edited You can cancel an edit on a profile at any time by clicking the white X in the top right hand corner of the box Previous images such as Thumbnails and Main Photos can be viewed if one was previously uploaded by clicking the corresponding click to view hyperlink Clicking the Save button will save your changes for that profile Deleting a profile To delete a prof
30. ormation MODE a PART OF IRIS Partner T ISV Software Solutions Page 24 Matrix Chambers Website Administrator User Guide order sub menu items by entering a number in here Please read the section Creating a profile regarding List Priorities Editing a sub menu entry To edit a team click the pencil icon next to the sub menu entry zo l Select a menu to manage sub iti lome l i Link Text ation ibers ms Practice Team M craft Figure 27 Click the pencil icon next to a sub menu entry to edit that sub menu The sub menu entry will then go into edit mode and look similar to when you are creating a sub menu only the fields will be pre populated with the sub menu information as in the figure below Menu Manager Select a menu to manage sub items for Staff kd Link Text URL List Ord Fractice Team T Teams Practice Team T aspx 2 Practice Team M Teams Practice Team I Eu Ee arbe Tasar W Terme fark ee Tosrm Y acmw Figure 28 Asub menu item in edit mode Fields in edit mode can be changed to your liking If you make a mistake at any time you can click the button and no changes will be saved Once you are happy with your changes click the button An explanation of the fields can be found in the previous section to this one Deleting a sub menu entry A sub menu can be deleted by clicking the trash can icon next to the sub menu name Once this icon has been clicked a conf
31. s Contact Griffin Buildina This section is used for adding editing and deleting users Current Users Add User Username adam sandell Administrator aldan oneill alleen mccolgan alasdair hendersan alex bailin alison macdonald andrew bodnar andrew choo andrew clapham anna tkaczynka antony white ben emmerson blinne ni ghralaigh booan temple cherie booth Figure 6 A list of user accounts on the system Creating a user account e mail adamsandellimatrixlaw co uk matt middleton formsoft com aidananeillimatrixlaw co uk alleenmeccolgan matrixlaw co uk alasdairhenderson matrixlaw co uk alexbailin matrixlaw co uk alisonmacdonald matrixlaw co uk andrewbodnartimatrixlaw co uk andrewchoo matrixlaw co uk andrewclapham matrixlaw co uk annatkaczynka matrixlaw co uk antonywhite matrixlaw co uk benemmerson matrixlaw co ulk blinnenighralaigh matrixlaw co uk booantemple matrixlaw co ule cheriebooth matrixlaw co uk I ow I Y m 1 7 0 I Profile Link Adam Sandell No Link Aidan O Neill Aileen McColgan Alasdair Henderson Alex Bailin Alison Macdonald Andrew Bodnar Andrew Choo Andrew Clapham Anna Tkaczynka Antony White Ben Emmerson Blinne Ni Ghralaigh Booan Temple Cherie Booth l 1 l ro Click the Add User link towards the top of the page to add a new user account formation PART OF IRIS Custom Development Solutions GOLD CERTIFIED Mobility Solutions ee EE ISV Software Solution
32. s Partner Page 8 Matrix Chambers Website Administrator User Guide User Management This section is used for adding editing and deleting users Current User Username e mail adam sandell adamsandell matrixlaw co uk Administrator matt middleton formsoft com aidan anaill aidanoneilligmatrixlaw co uk Figure 7 Click Add User to create a new user account A new page will load Enter the details to create your new account Role Administrators Active User User Name fred bloggs Password 6666660669 Email fred bloggslaw co uk Comment This is an example Member Profile Link No Profile Link EA Figure 8 Creating a user account e fyou select the checkbox next to Administrators under Role the account will have administrator privileges Please note that if an account is created with this option selected the desired account will be able to do everything listed in this guide e Uncheck the Active User checkbox if you would like to create the account but not allow the user to log in yet At any time an account can be enabled disabled through the use of the user account editor which is detailed later in this section e User Name should contain the desired username Recommended usernames are the following format firstname lastname For example to create an account with the name Jon Smith would use the username jon smith putting the name completely in lowercase and replacing the space character wi
33. s criteria and Work Experience Application questionnaire Sep Matrix Causes Fund Questionnaire m Matrix Chambers 2009 Terms and Conditions 2 S IE E Figure 37 Attachments are also displayed on the subsection s full page if it exists formation Microsoft rre n n ISV Software Solutions PART OF IRIS Partner Page 30 Matrix Chambers Website Administrator User Guide Uploading a new attachment To upload a new attachment simply click the Browse button next to the File box and select the file on your computer to upload Enter a name for the attachment and finally attach the icon style required there are three styles to choose from e Text which will result in an icon that looks like a document e Audio which will result in an icon that looks like a megaphone speaker e Video which will result in an icon that looks like an eye Once you are finished entering these details click the Upload File button The file will be attached to the page Deleting an attachment Simply click the trash can icon next to the attachment name This will display a confirmation dialogue asking you to confirm your deletion of your attachment The Page option The Page option lets you write a full page for the subsection you are currently on Clicking the Page option will let you either edit a previous full page or create one If you decide that a full page should not be there simply del
34. sem nec odio rutrum non consequat libero theint Curabitur in magna a lacus bibendum auctor Proin sed nibh eros Aliquam neque lorem egestas eget mattis non tempor et enim Aliquam tristique tortor vulputate venenatis laoreet felis massa placerat nunc ut accumsan nibh odio vitae velit Aliquam vitae cursus tortor Sed consectetur felis at lacus consectetur quis sodales ante rutrum List Order 2 LI Practice Team X PracticeStaff_TeamxX matrixlaw co uk Vivamus ultricies auctor nunc rhoncus Fusce malesuada pellentesque interdum Sed ultricies sem nec odio rutrum non consequat libero theint Curabitur in magna a lacus bibendum auctor Proin sed nibh eros Aliquam neque lorem egestas eget mattis non tempor et enim Aliquam tristique tortor vulputate venenatis laoreet felis massa placerat Figure 18 The team manager Creating a team To create a team move to the bottom of the Team Manager An empty team form is at the bottom of the page This is where the details of your new team should go formation 4E m PART OF IRIS Partner ISV Software Solutions Page 19 Matrix Chambers Website Administrator User Guide Create New Team E Mame My New Practice Team Email ewpracticeteam bloggslaw ca ule Intro This is the small blurb about my new practice team Details This is the full description of my new practice team Order w Save Figure 19 Creating a new team An explanation of each field is as follows e Name The
35. te as detailed in this section I aa A Menu Manager NS v Select a menu to manage sub items for Staff L ome l l Link Text URL List Orde ation bers Practice Team M Teams Practice Team M aspx 1 staff ctice D Practice Team T Teams Practice Team T aspx 2 atrix lews Practice Team X Teams Practice Team X aspx 3 ents stact D Administration and Reception Teams Administration and Reception aspx d D Legal Information and Research Teams Legal Information and Research aspx 5 D Fees Administration Teams Fees Administration aspx 6 D Marketing Teams Marketing aspx 7 Matrix Mascots Teams Matrix Mascots aspx Mj Figure 26 Sub menu entries for the Staff menu Creating a sub menu entry To create a sub menu item move to the bottom of the Menu Manager An empty sub menu form is at the bottom of the page This is where the details of your new sub menu should go see Figure 26 Sub menu entries for the Staff menu Each field needs to be completed with fields as follows e Link Text The link text This can be anything such as in the example above Practice Team M e URL The URL internet address of the page to link to Previous sub menus should not be altered and these settings should not be altered unless the user understands how hyperlinks work e List Order The concept is exactly like the List Priority regarding Staff Members this value allows you to i Microsoft f
36. th a full stop e The Password should be the desired password and if possible a secure one containing numbers as well as letters e The Email should be the user s email address i Microsoft i formation Microsoft costes PART OF IRIS Partner ISV Software Solutions Page 9 Matrix Chambers Website Administrator User Guide e Comment can be anything you like which may be useful when coming to edit accounts in the future e Member Profile Link links a profile to an account This is needed if you want to allow a member to edit their own profile Simply select the profile in the drop down list to link it to the user account e Click the Add User button to add the user account to the system Note a member should not be registered as an administrator Editing a user account In the user account list click the username of the account you would like to edit Rale User Name Email Comment Active User Is Locked Out Is Online CreationDate LastActivityDate LastLoginDate LastLockoutDate LastPasswordChangedDate Edit User Info Update Successful Member Profile Link cherie booth cheriebooth matrixlaw co uk Cherie Booth s account 18 09 2009 11 44 10 25 09 2009 14 38 36 25 09 2009 14 21 46 01 01 1754 00 00 00 18 09 2009 11 44 10 Cherie Booth EY Figure 9 Editing a user account The following screen is displayed Click the Edit User Info button to alter aspects of the user s
37. u click on the same button the m you clicked on to display the login prompt Welcome Administrator the Edit Profiles 1 Edit User Accounts T Edit Teams E tinc Edit Menus Sel i etr Change Password ant RS Logout m Matrix Chambers 2009 umuuuuuuuunm Figure 3 The user menu It is accessed by logging in and then clicking the m button This menu will differ depending on whether the logged in user is an administrator or a member This guide covers the user menu if the user is an administrator The various options are outlined in this section of the user guide i Microsoft i fo rm at O n Go LD CERTIFIED MU S E Solutions PART OF IRIS Partner ISV Software Solutions Page 6 Matrix Chambers Website Administrator User Guide Logging out Once you have finished editing the website you should log out to ensure no unauthorized access to the account To log out access the user menu and select the Logout option Changing Password To change the password of a login either for an administrator or a member select the Change Password option on the user menu This will display a change password prompt WE d a v Change Password x Current Password Confirm Password New Password l v i Save v ethe Edit Profiles Figure 4 The change password prompt To change your password Enter your curr
38. u va obra su RE Ya uo EE 29 ToO AO EE 30 Ehe Renove ODE OD EE 30 Matrix Chambers Website Administrator User Guide ENE NENS d EE 30 ECU COINS H MEM RIEN MEDIUM MN MINIMUM 31 Managing event EE 32 ECE MEMBE PrO OS e DO E ne ene naeaeooeeesaeee 33 Tasse lS en e M 33 EE 34 SAVED infero c 37 E formation ee PART OF IRIS Partner ISV Software Solutions Page 4 Matrix Chambers Website Administrator User Guide User accounts Logging in To log in simply click the m button in the bottom left hand corner of any page LI chambers Home Organisation Members Staff Areas of Practice Opportunities at Matrix News t Evans CIVILACTIONSAGAINSTTHEPOLICE Contact Seen as the blueprint far the Maecenas accumsan dapibus 07 09 09 News Item 2 future of the Bar we wark pellentesque Suspendisse together to innovate in the way potenti Curabitur id lacus sem 01 03 03 News Item 1 legal services are delivered Etiam tincidunt ultricies rutrum Morbi et justo ante in dignissim Suspendisse ut quam mi Prain ipsum Munc elementum pharetra dui quam cursus vitae ultricies massa ut viverra ligula vitae tincidunt non quam In eget consectetur in Donec dui orci venenatis arcu Nunc malesuada fermentum et fringilla vitae malesuada augue ut varius In fringilla et ante Address Griffin Building accumsan viverra laoreet Sed Gra
39. ue vehicula et Fusce malesuada pellentesque interdum Sed ultricies sem nec odio rutrum Details nan consequat libera theint Curabitur in magna a lacus bibendum auctor Proin sed nibh eros Aliquam neque lorem egestas eget mattis non tempor et enim Aliquam tristique tortor vulputate venenatis laoreet felis massa placerat nunc ut accumsan nibh adio vitae velit Aliquam vitae cursus tortor Sed consectetur felis at lacus consectetur quis sodales ante rutrum Order w Save Cancel Figure 21 An existing team in edit mode Fields in edit mode can be changed to your liking If you make a mistake at any time you can click Cancel and no changes will be saved Once you are happy with your changes click the Save button An explanation of the fields can be found in the previous section entitled Creating a team e H e fo rm at on MicroSoft custom Development Solutions GOLD CERTIFIED Mobility Solutions ISV Software Solutions Partner PART OF IRIS Page 21 Matrix Chambers Website Administrator User Guide Deleting a team A team can be deleted by clicking the trash can icon next to the team name Once this icon has been clicked a confirmation dialogue will be displayed asking if you really want to remove the team Team Manager Fusce malesuada pellentesque interdum Sed ultricies sem nei Curabitur in magna a lacus bibendum auctor Proin sed nibh e Figure 22 Clicking the tras
40. y s Inn London rhancus mi cursus mi interdum a WTR SLN sodales quam tincidunt Email matrix matrixlaw co uk Telephone 44 0 20 7404 3447 ERE E e Fax 44 0 20 7404 3448 Matrix Chambers 2008 Terms and Conditions l E d 7 formation Figure 1 Clicking on the m button will display the login prompt The login prompt will appear Enter your username and password then either press the enter key or click login formation MicroSoft cuon oer PART OF IRIS Partner ISV Software Solutions Page 5 Matrix Chambers Website Administrator User Guide Log In x Name administrator uc ee SH A Password ETETETT ER lat inn 3h JtLI e NIE en eae aa e as RR REA En tal services are neliseren Ftiam tinridiint ultricies rit Figure 2 The login prompt enter your username and password then either click login or press the enter key The administrator s default username and password will be provided outside of this guide Login accounts for all members on the system excluding staff members have been generated These accounts have default passwords and a list of these usernames and passwords will be provided along with the go live of the system The administrator should encourage the members to change their passwords as soon as possible as the generated passwords are only temporary The User Menu The user menu can be accessed once logged into the system To display the user men
Download Pdf Manuals
Related Search