URI 2008 News Management Help Page
Home Icon
Home icon button is used to return you back to your home page.
Main Menu Click Here To See Help Page on This Topic
Main Menu button is used to take you to the sites Administrators Main Menu.
Dashboard Click Here To See Help Page on This Topic
Dashboard button is used to take you to your personalized dashboard.
PortalProdigy Click Here To Go To The Portal Prodigy Website
Portal Prodigy button is used to take you to Portal Prodigy website.
Help Icon
Help icon button is how you got here. This button is on every page of the administration.
Version
This is where we mark what version of Portal Prodigy you are running. Please note that this is also the version used to create this help page. If the version you are running is newer or older there maybe differences in layout and options.
Your Organization
You can setup here to display your company name. To do this, go to Site Settings Defaults and fill out Admin Page Title.
Main Administration Menu
This pulldown menu displays the currently selected side bar menu. There are four default side bar menus in Portal Prodigy. They are:

Main Administration Menu
Configuration Menu
Import / Export Menu
Utilities Menu
1.Contacts
Contacts side bar menu allows you to quickly administrate functions that has to do with Contacts such as view edit contact information, view contact requests, or send them an email. When you click on Contacts it will expand to show you all the submenus.
2.Companies
Companies' side bar menu allows you to quickly administrate functions that have to do with Companies such as add new company, or edit company feature settings. When you click on Companies it will expand to show you all the submenus.
3.Orders
Orders side bar menu allows you to quickly administrate functions that have to do with Orders such as view edit orders, fulfill orders, or add a new work order. When you click on Orders it will expand to show you all the submenus.
4.Billing
Billing side bar menu allows you to quickly administrate functions that have to do with Billing such as view invoices, or print statements. When you click on Billing it will expand to show you all the submenus.
5.Payaments
Payments side bar menu allows you to quickly administrate functions that have to do with Payments such as enter a new payment, or review en existing one. When you click on Payments it will expand to show you all the submenus.
6.Products
Products side bar menu allows you to quickly administrate functions that have to do with Products such as add a new product, adjust the inventory, or build a product catalog. When you click on Products it will expand to show you all the submenus.
7.Marketing
Marketing side bar menu allows you to quickly administrate functions that have to do with Marketing such as build an ad, a newsletter, or send out a press release. When you click on Marketing it will expand to show you all the submenus.
8.Documents
Documents side bar menu allows you to quickly administrate functions that have to do with Documents such as enter a new document, view edit existing one, or categorize them into custom categories. When you click on documents it will expand to show you all the submenus.
9.Reports
Reports side bar menu allows you to quickly administrate functions that have to do with Reports such as view and print reports, or add a new type report. When you click on reports it will expand to show you all the submenus.
10.Dashboard
Dashboard side bar menu allows you to quickly administrate functions that have to do with Dashboard such as view or customize it. When you click on dashboard it will expand to show you all the submenus.
11.Other features
Other Features is packed up with all the features that we couldn't categorize. If you are looking for something that doesn't meet the criteria this is a good place to check. When you click on other features it will expand to show you all the submenus.
a.Directories Click Here To See Help Page on This Topic
The Directories Feature provides the ability to create contact directories which are presented on the Visitor pages of the website. Directories may be Member Type, Special Interest Group or Security Type specific, displaying only contact records designated within the indicated group. Individual directory access may be constricted to visitors with specified security permissions. Directories display only information specified in their administrative setup. When a visitor clicks on a specific directory listing he is presented with a detailed profile assembled from the corresponding contact record.
b.Discussions Click Here To See Help Page on This Topic
The Discussions Feature provides the ability to create Discussion Forums which are presented on the Visitor pages of the website. Discussion Forums provide visitors the ability to interact with each other by submitting typed commentary which is displayed on the website and to also respond to comments already displayed on the website whether put there by Administration or a Visitor. Discussion Forums may be Member Type, Special Interest Group or Security Type specific allowing only those visitors with appropriate security permission to reply and/or create new discussion topics.
c.Donations Click Here To See Help Page on This Topic
Using Donations Feature permutes Administrators to configure the Portal Prodigy Donations feature component. When a donation is submitted, an Order record and a Payment record are created. Permitted Administrator use Order Management to manage and process Donation Orders. Depending on the payment options configured in Payment Features Management, permitted users use Payments and Payments Authorization pages to process donation payments.
d.Events Click Here To See Help Page on This Topic
The Events Feature provides the ability to furnish visitors with an event calendar. Event brochures, registration forms, maps, etc. can be imported from any Administrator's computer into the Events Feature of the organization's website. Event details, contact information, registration limits, seating inventory, pricing and payment options can all be added, updated, tracked and reported. Visitors can register and pay online using credit cards or other payment options. Attendance lists and badges can be printed locally on the Administrator's remote computer, related email broadcasts can be scheduled and sent and, if desirable, a view current registrant's link can be available to visitors.
e.Exchanges Click Here To See Help Page on This Topic
The Exchanges Feature provides the ability to create administration and/or visitor operated exchanges. Ideal for creating member, staff or constituent operated resume and job posting boards, auctions, barter markets, vendor sponsor catalogs, trainer or speakers bureaus, and other visitor operated organization sponsored bazaars or markets. Administrators can define an unlimited number of exchanges which can be public or private. Visitors can be provided access to the exchanges free of charge or on a fee paid basis. Payment for participation can be accepted online using credit cards or other payment options. The Exchanges Feature differs from the Items/Products Feature in that it fosters commerce or exchange between a defined group of visitors such as members and does not provide for order placement, invoicing or payment between those parties.
f.LRCA Click Here To See Help Page on This Topic
The Legislative and Regulatory Calls to Action Feature provides the ability to rapidly mobilize constituents into a focused force. The organization can use LRCA to broadcast Calls to Action messages via email to specified individuals, contact types or interest groups stored in the Contact Database. The messages include a hyperlink which message recipients can click, bringing them to the website's issue position and education page. From there, respondents can learn more about the issue and choose to respond to their legislative, regulatory, judicial or executive branch representative as predetermined by an Administration setup function. Each LRCA project can include suggested response messages to aid respondents in developing their own message. Respondents type their message into the website LRCA response form as well as their postal zip code. Portal Prodigy uses their zip code entry to determine the respondent's correct legislative, regulatory, judicial or executive branch representative and sends their message.
g.Membership Types Click Here To See Help Page on This Topic
The Membership Types Feature provides a highly flexible system for offering, promoting, signingup and managing members online. Be careful not to confine your interpretation of this feature only to "memberships" as in a club or association. Instead, think of members as a specifically privileged group. Membership Types can be assigned to all kinds of groups such as employees, specific department staff, managers, contributors, parishioners, reporters and journalists, constituents, vendors, customers, prospects, etc. Using Membership Types your organization can automate the process of granting access to various site features and content. The Membership Feature is highly flexible. It allows you to create customized signup forms and application forms; memberships can be offered for free or they can require fees including signup fees, recurring dues, and other charges; you can require approval; you can require contractual acceptance by member applicant; and you can completely control the access privileges. The Memberships Feature also automates all aspects of membership billing and payment processing.
h.News Click Here To See Help Page on This Topic
The News Feature provides a rapid entry interface used by Administration to enter news items. Headlines are displayed on the homepage where visitor can click on individual items of interest to view the detailed news record. News items can be configured to expire on a specific date or displayed indefinitely.
i.Request Types Click Here To See Help Page on This Topic
The Request Types Feature provides a complete request management system for capturing, processing and managing a variety of interactions including general information requests, warranty claims, maintenance service requests, maintenance and support contracts, product information requests, project requests, requests for quotes, consulting requests, training requests, resource requests, research requests, event planning, questions and assistance with problems and more. Seamlessly integrates with Work Orders, Service Contracts, and Tasks Management features.
j.Survey Types Click Here To See Help Page on This Topic
The Surveys Feature provides a facility for conducting surveys online. Administrative Visitors can create an unlimited number of surveys with an unlimited number of questions with multiple choice, true/false, rating or text answer formats. Survey notices can be automatically broadcast to specified individuals, contact types or interest groups via email. Message recipients can click on a link bringing them to the corresponding website survey page where they answer questions and submit their results.
12.Site Settings
Site Settings side bar menu allows you to quickly administrate functions that have to do with the entire Site. You can setup the site's defaults and security settings here. When you click on the site settings it will expand to show you all the submenus.
13.Web Pages
Web Pages side bar menu allows you to quickly administrate sites dedicated pages such as home page, about us, and contact is page. You can also view and manage every other type of web page you have added to the site here. When you click on other web pages it will expand to show you all the submenus.
14.Tools
Tools site bar menu gives you quick access to every builder type tools. You will find here your menu builder, table builder, play list builder, picture gallery builder, etc. When you click on the tools it will expand to show you all the submenus.
15.Utilities
Utilities side bar menu allows you to quickly administrate functions that have to do with database utilities such as archive, reindex, import, and export. When you click on utilities it will expand to show you all the submenus.
Shortcut Box 1
This is a shortcut box for the side bar menu. Each section on the side bar is numbered and each item is lettered. Entering a number with a letter corresponding to the item you want followed by enter will take you directly there. This section is really for someone who is very familiar with Portal Prodigy and has memorized the interface.
Page Settings
During the creation of a new News Item this section is not present. Once the News Item is saved Page Settings will appear.
Global Content Page
This list box displays currently selected page style. Global Content Page means its set to inherit the settings from Default Site Settings. Use this list box to select a specific Page Settings Collection. All the default and custom collections you create will be listed here.
SEO
SEO in red will be displayed here if this page has any kind of search engine optimizations turned on in the page manager, otherwise this spot is blank. SEO stands for Search Engine Optimization. Portal Prodigy includes a number of builtin search engine optimization features that make it easy to optimize your web pages for search engines and drive more traffic to your website.
Add New Click Here To See Help Page on This Topic
Use to create a new Page Settings Collection. Currently when you click add new Portal Prodigy without prompting creates a duplicate collection with the same name. We recommend clicking on Page Manager and using Save As feature where Portal Prodigy will prompt you to specify a name for your new collection. Add New is a hotkey that can be accessed by "Ctrl+Alt+A".
Page Manager Click Here To See Help Page on This Topic
This button is used to open Page Manager to view and edit the selected Page Settings Collection.
News ID
News ID is automatically generated by Portal Prodigy when you create a new News Item. The ID will appear when you click save button.
News Title
The title of the news article is entered here. The title is displayed in lists on public portions of the site and, when clicked on by a visitor, opens a page which displays the entire article.
Date Posted
Date Posted is the date of the news article. News is displayed in date order, most recent first. Our date entering format is "MM/DD/YYYY".
Calender
This Calendar icon will bring up the calendar window where can simply select the date you want. You can use the list boxes to select the month and the year, and then click on the date to accept it.

Description
Description Field is used to enter a brief description, which acts as a subtitle on the visitor portion of the site.
TXT/HTML
Clicking the TXT/HTML radio button causes the site to display the data entered into the Text Field on the visitor's portion of the site when the News Item is viewed.
OTHER
Clicking the OTHER radio button causes the site to display the news document that is selected or uploaded in the News Document Details section below.
Text
The Text field allows you to enter the news article. This field is HTML friendly; you can create your article in your favorite HTML editor and paste the raw code in this field.
Text Editor Click Here To See Help Page on This Topic
Portal Prodigy has a built in HTML Editor. Click on this icon to edit the article in the editor.
Preview
The Preview button allows seeing this article from visitor's perspective. Clicking this button will open this article in a new windows with the template selected in the Page Manager.
Add News Document
Add News Document button is used to open News Document upload page. The upload applet will allow you to upload any type of file. Point your mouse at the upload button to see this section when News Document has already been uploaded.
Edit News Document Click Here To See Help Page on This Topic
Portal Prodigy has a built in HTML Editor. Click on this icon to create a news document in the editor.
News Document ID
The Document ID text box is used to display the ID of the News Document. Every file that is uploaded to the Portal Prodigy gets assigned the Document ID. If you create News Document in the Portal Prodigy HTML editor the system will create a file for it and assign it the Document ID. You could also use an existing Document that's in the system. If you know the ID of that document, you may enter it in this box.
Search for News Document Click Here To See Help Page on This Topic
This search tool is used to lookup an existing Document. The search icon will bring up Search for Documents page where you can bring up all your Documents. When you click on the name or the id of the document in the search page, Portal Prodigy will automatically assign this document as News Document for this news item and, bring you back to this page.
Add News Document
News Document File Name
This field displays the name of the file what was uploaded or selected for the News Document.
View News Document
View News Document button allows you to preview your News Article in a new window. It's useful to check it out what will it look like to an end user. It's the same as Preview button above.
Edit News Document Click Here To See Help Page on This Topic
Portal Prodigy has a built in HTML Editor. Click on this icon to edit this News Document in the editor.
Update News Document Click Here To See Help Page on This Topic
Update News Document button is used to open News Document upload page. The upload applet will allow you to upload any type of file. This will replace the old News Document with a new one.
Check-out News Document
Checkout News Document button will bring up browsers Save As windows and give you the option to save this file to your hard drive. Once the Checkout process is complete, Portal Prodigy will save the information of the user that completed the Checkout and display addition fields. Point your mouse on the Checkout button to see the addition fields.
Delete News Document
Delete News Document button is used to remove the attached article file from This News Item. This will also delete the Document that News Document is assigned to. Be careful, even if you selected an existing Document from the system for a news article, this button will delete it. One way to unlink a News Document file from the News Item is erase the Document ID from the text box and click save. This will unlink the document from the News Item but keep the News Document you created or uploaded for future use. Once a News Document has been removed from this News Item this section will display the buttons to add new News Document. Point your mouse on the Delete News Document button to go back to the Add New News Document section.
News Document ID
The Document ID text box is used to display the ID of the News Document. Every file that is uploaded to the Portal Prodigy gets assigned the Document ID. If you created News Document in the Portal Prodigy HTML editor the system has already created a file for it and assigned the Document ID.
Search for News Document Click Here To See Help Page on This Topic
This search tool is used to lookup an existing Document. The search icon will bring up Search for Documents page where you can bring up all your Documents. When you click on the name or the id of the document in the search page, Portal Prodigy will automatically assign this document as News Document for this News Item and, bring you back to this page.
Check-out News Document Delete News Document
News Document File Name
This field displays the name of the file what was uploaded or selected for the News Document.
View News Document
View News Document button allows you to preview your News Article in a new window. It's useful to check it out what will it look like to an end user. It's the same as Preview button above.
Edit News Document Click Here To See Help Page on This Topic
Portal Prodigy has a built in HTML Editor. Click on this icon to edit this News Document in the editor.
Update News Document Click Here To See Help Page on This Topic
Update News Document button is used to open News Document upload page. The upload applet will allow you to upload any type of file. This will replace the old News Document with a new one.
Check-out News Document
Checkout News Document button will bring up browsers Save As windows and give you the option to save this file to your hard drive. Portal Prodigy keeps track of the last person completed the Checkout and displays their information below.
Delete News Document
Delete News Document button is used to remove the attached article file from This News Item. This will also delete the Document that News Document is assigned to. Be careful, even if you selected an existing Document from the system for a news article, this button will delete it. One way to unlink a News Document file from the News Item is erase the Document ID from the text box and click save. This will unlink the document from the News Item but keep the News Document you created or uploaded for future use. Once a News Document has been removed from this News Item this section will display the buttons to add new News Document. Point your mouse on the Delete News Document button to go back to the Add New News Document section.
News Document ID
The Document ID text box is used to display the ID of the News Document. Every file that is uploaded to the Portal Prodigy gets assigned the Document ID. If you created News Document in the Portal Prodigy HTML editor the system has already created a file for it and assigned the Document ID.
Search for News Document Click Here To See Help Page on This Topic
This search tool is used to lookup an existing Document. The search icon will bring up Search for Documents page where you can bring up all your Documents. When you click on the name or the id of the document in the search page, Portal Prodigy will automatically assign this document as News Document for this News Item and, bring you back to this page.
Checked Out Name
This field displays the first and last name of the user who last completed the Checkout of the News Document.
Checked Out Date Time
This field displays the date and time when the Checkout was completed.
Checked Out User's Email
This field displays only the label for the email.
Checked Out Email Address
This field displays the email of the user who last completed the checkout of the News Document. This field currently doesn't work.
Delete News Document
Created By Name
Lists user's first name followed by last name, who created this page. This section is not present in the Add New mode. Once you save this page, this section will appear.
Created By Date
Lists the date and time when the user created this page. This section is not present in the Add New mode. Once you save this page, this section will appear.
Modified By Name
Lists user's first name followed by last name, who last edited this page. This section is not present in the Add New mode. Once you save this page, this section will appear.
Modified By Date
Lists the date and time when the user last edited this page. This section is not present in the Add New mode. Once you save this page, this section will appear.
Active
Active, by default this value is set to "Yes", which means the record is active and available for use. To deactivate a record, set it to "No". Deactivating a record is a logical form of deletion. It is used to remove the record from future use, yet maintain the relationship with existing data. Reports by default only include active records; however, there is a reporting option that allows inclusion of deactivated records.

Expires Date
Expires Date Field provides for the input of a date, after which the event will no longer be displayed on the visitor (public) portion of the website. It does not delete the record but tags the record so it will be filtered from display.
Calender
This Calendar icon will bring up the calendar window where can simply select the date you want. You can use the list boxes to select the month and the year, and then click on the date to accept it.

Chapter ID
ChapterID, this value is only applicable if you are using the Portal Prodigy Site Synchronization feature. It is used to specify the Chapter that has primary ownership of the record.
Topic
The Topics Field contains a selection list based on entries made on the News Topics Management pages. Topics determine which news are grouped together in the News List on the public portion of the website.
Level
The Level Field is applicable to multi-chapter synchronous installations of Portal Prodigy where levels, such as National, Regional, State and Local are used to filter the display of records.
Private
Private, by default this value is set to "No", which means the record is publicly available to all visitors of your site. To limit access to authorized users only, set to "Yes" then check which Security Group to grant access.
Save
Saves the data and continue working on the page. Save is a hotkey that can be accessed by "Ctrl+Alt+S".
Delete This Will Take You To The Previous Page
Delete button deletes this News Item. Portal Prodigy will prompt if you want to delete this page. OK response deletes the page, closes page, and returns to previous page. CANCEL response discards delete and returns you back to editing this page.

Print
Print button will bring up browser print dialog to print the page to the user's local printer. Print is a hotkey that can be accessed by "Ctrl+Alt+P".

Reports Click Here To See Help Page on This Topic
This button will take you to Reports generation page. "Reports" is a hotkey that can be accessed by "Ctrl+Alt+R".
Cancel This Will Take You To The Previous Page
Close the page and discard all entries and edits. Cancel is a hotkey that can be accessed by "Ctrl+Alt+N".
Close This Will Take You To The Previous Page
Close button is used to close the page and save changes. Portal Prodigy will prompts to save changes. OK response saves changes, closes page, and returns to previous page. CANCEL response discards all entries and edits (same as Cancel button). Close is a hotkey that can be accessed by "Ctrl+Alt+C".

Security Groups
Security Groups are only listed when Private is set to "Yes".
Company ID
Enter the company ID you want to grant access to.
Company ID Auto-assign
If you want to enter your own company ID but can't remember what it is click this icon. Portal Prodigy will enter company ID into the box of the currently logged in user.
Company ID Search Click Here To See Help Page on This Topic
Use this search tool to lookup a company in the database.
View
View grant a user belonging to the selected company viewing right.
Edit
Edit grant a user belonging to the selected company editing right.
Add
Add grant a user belonging to the selected company to add new right.
Admin
Use this checkbox to add view rights to a Security Group. All active security groups currently in the system will be listed here and each individual one can be selected. New Portal Prodigy comes with 3 predefined Security Groups; Admin, Users, and Visitors.
2000-2006 Portal Prodigy Inc Click Here To Go To The Portal Prodigy Website
Opens up a new window to Portal Prodigy home page.
Home
Takes you to your home page.
Contact
Takes you to your contacts page.
About
Takes you to your about us page.
SiteMap
Takes you to your sitemap page.
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