This worksheet outlines the process required to create a website for a medical practice. - It can be adapted for any professional consultancy, and can form the basis for comprehensive extranets.
Phase 1 - Initial Setup. Estimated time required: 1-2 hours (excluding preparation of text and graphics) - Set up the DNS for your domain name to point to the IP address of the server with neatComponents on it.
- Create a new site, using the Sitemanager
- You may need to create a new user first, in the user manager, if you will be billing them through the accounts system
- Use a blank template site, and once created, assign it the domain name
- Browse to the site using the domain name
- If the DNS hasn't propagated yet, set up a record in your local Hosts file to save you waiting
- Log in as the site owner - the user you set up earlier and selected in the site manager.
- Go to the Layout Manager, and create two sections: Public, and Hidden
- The Hidden section will come in useful later, but will be left empty for now
- Everything else we do will be in the Public section
- Create three Sections: "Practice", "Patient Information", and "My Info"
- In the "Practice" section, add the following Sections: "Welcome", "About", "Partners (Doctors)", "Specialty Areas" and "Contact us"
- In the "Patient Zone" section, add the following Sections: "Welcome", "Patient info", "Patient services", "Procedure Info", "Forms", and "Mailing list"
- In the "My Info" section, add the following Sections: "Website Admin", "Patient Forum", "Staff", "Patient Pages"
- Move the pre-existing components:
- Move "User Manager" and "User Group Manager" into the "Website Admin" section created in the previous step.
- Move "Login" to be the first child of the "My Info" section, ie above "Website Admin"
- Set the Home page for the site as the Welcome page in the Practice section:
- Open that page in a new window to discover its page number
- Back in the site manager of the parent site, go to the properties page for the site, and enter the page number as the default page.
- Go the Layout Manager, and to the Layout Tab, to create the Layout Elements:
- Add a Top Layout Element and divide it into three horizontal zones
- Set the top zone (zone 1) to be a Navigation Zone, and set it to show Level 2 navigation
- Set the middle zone (zone 4) to be an Image Zone, and upload a suitable image (at least 1024 px wide)
- Set the bottom zone (zone 7) to be a Text Zone, and edit the text to show the current date
- Add a Left Layout Element, and leave it as a single zone
- Set the zone to be a Navigation Zone, and set it to show level 3 navigation
- Go to the User Group Manager, and set up the user groups:
- Add two groups: "Patient" and "Partner"
- Give the existing Administrator group control over both the new groups
- Most of the site will default to be visible to the public visitor group, but we need to restrict some areas to certain groups:
- Set the Permissions for the "Website Admin" section to Deny Visitors from View Page, and allow Administrator to View Page
- Do the same for the Permissions for the "User Manager" and "User Group Manager" against that section.
- Insert some text and graphics into the main public-facing pages, and adjust the styling of the pages and the layout zones until they look right.
- Test the site to see how the styles look in different browsers.
Phase 2 - Structured Data. Estimated time required: 2 hours - Add a Form for Specialty Areas to the "Website Admin" section: "Area"
- Go to the Form, and add the following Fields with these names and datatypes:
- "Name" (Text)
- "Description" (Rich Text)
- "Sequence" (Number)
- Set the Navigation field to be "Name"
- Add at least two records' worth of data into the form, preferably all of them. [Why?]
- Add a Form for Partners' information to the "Website Admin" section: "Partner"
- Go to the Form, and add the following Fields with these names and datatypes:
- "Full Name" (Text)
- "First Names" (Text)
- "Surname" (Text)
- "Picture" (Image)
- "Bio" (Large text)
- "Certification" (Text)
- "Honors" (Large Text)
- "Appointments" (Large Text)
- "Organizational membership" (Large text)
- "How to contact" (Large Text)
- "Publications" (Large Text)
- "Specialties" (Multi-Record Link)
- Set the Navigation field to be "Full Name"
- Add at least two records' worth of data into the form, preferably all of them. [Why?]
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