Cascade CMS

Cascade CMS is a Content Management System that allows non-technical users considerable power and flexibility in controlling the layout and content of pages on a website. Through the use of simple settings and forms, Cascade CMS allows users to display or hide blocks of content, to format the content within certain blocks, and of course, supply the content itself.

This guide serves as an Introduction to Cascade CMS for the non-technical user. It does not cover every aspect of the CMS, but it will provide a through foundation from which a user may continue to expand their knowledge and use of Cascade CMS.

Here we will cover the fundamental aspects of Cascade CMS:

  1. Introduction: logging in, settings, dashboard, navigation to and within a 'site'
  2. Editing content
  3. Content Checks, Accessibility, Review options, Comments and Tags
  4. Workflow

This guide is based on version 8.11

Note: If you access Cascade CMS on a mobile device, the interface is somewhat simplified and a few functions discussed in this document may not appear in the same manner.  Cascade CMS is best learned on a desktop device.

The CMS is housed in one location.  The published website is housed in a different location.  This means that all updates to the CMS will not appear on the website until pushed out (published). 

Training Dates

Training is an introduction to using the Cascade CMS.  To take this training the following requirements must be met:

This training is typically scheduled once per month.

No new Managing Documents trainings planned at this time.

Training designed for current users

This training will go over how to upload, edit, and organize documents within the website.  The workflow process for documents will be explained.

Contact Debbie Nichols for signup information 

Introduction

Login

my portal

Directions for how to login to Cascade CMS and tips on using MyPortal.

Login Instructions

Settings

settings options

Discover what the settings mean and which best fit your needs.

How to choose the right options

Dashboard

dashboard

Learn how to manage your dashboard.

Organize your dashboard

CMS Navigation

folders

Clicking on a folder or an arrow at the end of the folder, provide different results.  Discover the options of how to navigate within the CMS.

Learn how to navigate

Editing Content

Filename, Display Name, Title

names

Discover why each page has three different names.

See what's in a name

Display Options

banner image

Section covers:

  • Display in side navigation
  • Display banner images
  • Find banner images

Top of the Content Form

Additional Options

spotlights

Section covers:

  • Additional content area
  • Right Video Feature
  • Spotlights

The Extras

Content Row Basics

Add Content Row

Section content:

  • What are Content Rows
  • Add content rows
  • Rearrange content rows

What are content rows

WYSIWYG Editor

editor menu

Section content:

  • Symbols on editor
  • Menu options
  • Headings
  • Inserting images and video
  • Custom Classes
  • Links

Learn to use the editor

Content Row Types

Accordion

accordion example

Section content:

  • Creating an accordion
  • Adding accordion items
  • Rearranging accordion items

Working with Accordions

Calendar List

calendar list

Section content:

  • Creating a calendar list
  • Options

Check out the calendar option

Calendar

calendar example

Do NOT Use

DO NOT USE the EVENT CALENDAR in the content row area your webpage.

One is already in the website.  We do not want the redundancy.

 

Cards

card example

Section content:

  • card layout options
  • card options

Organize with Cards

Columns

column example

Section content:

  • How many columns
  • Column Width options
  • "On Page" vs "Block"
  • Best Practice for images in columns

Design content using Columns

Link List

Link List example

Section Content:

  • Creating a link list item
  • Example

Learn about Link Lists

Responsive Table

data table

Responsive tables display data in a manner that is clear on the desktop and on a mobile device.

Section Content:

  • Creating data table
  • Table Options
  • Best Practice for tables

Create Data Tables

Workflows

A workflow is the process that a page goes through to be copied from the Cascade Content Management System (CMS) to the public website.

The CMS is separate from the website.

When changes are made in the CMS, they are checked to ensure they meet accessibility requirements, graphic standards, branding, and website requirements.  Once these checks are complete, the manager of an area approves the content for accuracy.  

The approved content is then sent to the website.  The process of publishing content to the website may take a few minutes to a several hours depending on the schedule and demand. 

Workflow Basics

Section topics:

  • Purpose of workflow
  • Change assignment
  • Understanding the naming of workflows

Workflows keep you safe

Approval Process

For Managers

Section content:

  • Email notices 
  • How to approve / deny changes
  • Find workflows on dashboard

How to approve changes