How do I create or edit a page?


Image showing how to select a record node and type

By selecting Content from the navigation menu you may create new content records (including pages) or edit existing ones. 

The first thing to do is to select a node and type of content to work on. For example Pages type in the Visit section.

You may also delete records, as well as upload media files such as images (JPG or PNG), documents (PDF, or DOC) or audio and video.

Image showing how to create a new record

Adding new records

You can add new pages (the procedure is the same for other types of content) by choosing Create a new record after you have chosen a section and a type of content within that section to edit from the drop down menu. Adding new records follows the same process as editing existing records.

Please note that you will be able to add images, documents or multimedia only after the new record has be created and saved. Please also note that not all content types allow the creation of new records, not uploading images and other files.

Choosing an existing record to edit

A list of the existing pages for the section will be displayed on the left column immediately upon selecting the Pages type from the drop down menu.

IMage showing how to edit an existing record

Edit (new/existing)

Creating a new page or editing an existing page are conceptually similar operations: you will have a series of fields that you edit. 

For a standard page, you need to enter:

  • Page title
  • Page text
  • Template (refer to the documentation on how to choose a template)
  • Rank (this is the position of the page in the navigation tree)

Save / Save & Approve

Depending in your permission, once you are finished editing you may either Save your changes, giving you or a user with approval rights an opportunity to Review them, or Save & Approve them.

When you Save a new record (as opposed to Save & Approve) or a modified record, the content is saved in Qi in a draft status, pending review and approval (i.e. it is not live yet). In such a status, a user with approval rights needs to review and approve it (bear in mind that such user may well be yourself). 

Image showing a draft record in listing

Qi defines such records as pending. This is signified by a yellow bar next to the record’s name in a list, or with a yellow warning message when looking at the full record.

Image showing the record with pending changes

Saving and approving is a shortcut to avoid having to go through the review process: as soon as the record is saved, it is also approved (i.e. it is immediately live).

Ready for approval and Messages

There are two extra things to consider before saving content, which are the options that appear next to the Save buttons.

The Ready for approval checkbox (which is selected by default) can be unselected for records that are still in the works and are not ready to go for approval. If the box is unselected, the record won’t appear in the review panel.

Image showing the ready for approval tab

Next to it, the text box is used to send messages or post notes about the record to the approvers. Anything entered there will appear in the review panel. The note is removed once the records has been approved.

Image showing the ready for approval tab with a comment