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Training, Design, & Template Configuration

User Training and Certifications​

Learning how to use your Jadu Content Portal platform is a key milestone in the implementation and an essential part of the overall project delivery.

Full details on training and certification are provided on the Jadu website.

Non-Technical Training - Foundation Level Certification​

This covers the basics of form creation and management using the Forms service, including:

  • Service overview
  • Explanation of form components
  • Building basic forms and using templates
  • Configuring form actions and notifications
  • Using branching rules to create complex forms
  • Form output options (including CSV, XML and PDF)
  • Managing forms in multiple languages
  • Using validation routines
  • Configuring confirmation messages

Technical Training - Developer Foundation and Practitioner Certification​

Jadu provide technical training for developers to better understand using the API and SDK for integrations and technical solutions.

It is recommended that both Administrators and Business Analysts receive professional certifications from Jadu Services.

Template Configuration​

Content Portal comes ‘out of the box’ with a set of templates and tools that enable you to rapidly brand your eforms and portal pages with logos and colors.

These templates are responsively designed and accessibility compliant to Section 508, WCAG 2.1 AA criteria.

For the most part, these templates do not need any further customization - simply branded by adding a logo and style sheet colors.

Advanced Customization of Content Portal Templates​

You can have the Content Portal templates (the HTML and PHP scripts) customized to suit very specific needs.

This service is available from Jadu Professional Services or we can provide documentation on how to customize templates.

Note however, you will need to own and maintain these templates as part of your web application versioning and overall management practices and keep the templates maintained to benefit from future releases (new features and fixes).

Customizing stylesheets​

You will need to version control any custom code using GitHub as well as maintain any changes to the core templates and stylesheets to keep your customised styles and templates in line with the product releases.

Please talk to your Jadu Project Manager or Account Manager for more information on customizing templates and stylesheets.

Content Portal Domain - An extension to your corporate website​

We often refer to Jadu Content Portal as a ‘site’. Many users will assign Jadu Content Portal with a subdomain to ‘brand’ platform for users of the ‘site’. Examples are ‘forms.mydomain.com’ or ‘services.mydomain.com’. You can navigate to the default homepage for the Jadu Content Portal system and begin building your forms and portal content experience.

Content Creation​

Creating Administrators​

It’s important to plan for the creation of administrators in your Jadu Content Portal platform. There are sophisticated tools in the software to create roles, permissions and access rights - and this should be designed and planned ahead of content creation.

We suggest using the following role for any Administrators that will be attending the "Admin Training" or the "Developer Training":

  1. Image Library - Advanced
  2. Document Editor - Full
  3. Content View - View All Content
  4. Page Access - Check all
  5. Permissions
    • Perceptive (All) and/or OnBase (All)
    • Publishing (All)
    • Marketing (All)
    • Forms
      • Data Retention
      • Import XForm
      • Internal Forms
      • CRM
      • Event Booking
      • Settings
    • Utilities (All)
    • Settings (All)

Using LDAP for Administrator Single Sign On​

Jadu Content Portal offers opportunities to integrate administrator sign in with LDAP for SSO (Single Sign On).

Creating a Category List or Taxonomy​

One of the first tasks you can undertake is the development of a Category List.

You can start this work well before the implementation starts! This can be done on paper, on a whiteboard or a spreadsheet and it should be designed to reflect your departmental structure - but also be customer / student facing.

The Jadu Content Portal software features a ‘Category Builder’ utility (an administrator tool) that provides a non-technical category creation and management system.

Jadu Content Portal features a taxonomy based category structure that is used for a number of key areas in running your platform:

  • Used in the URL of your pages and forms
  • Used in breadcrumb navigation of all pages and forms in the standard templates
  • Access control to manage the delegation of administrator access (you can use the category structure to limit user (administrative user) access to forms by category)
  • Styling of department structure (templates specific to departments)

Creating Forms​

Creating eforms is a business process that requires analysis and product knowledge.

Jadu Content Portal makes the creation of eforms very easy - however time must be invested in creation of eforms that are fit for the web user - considering accessibility, user experience and ease of use - over simply replicating a paper form.

Online eforms do not lend themselves well to simply replicating the format of a paper form and when this is done, the results often cause friction for end users and high abandonment rates*.

There is a handy guide to ‘Form Design Best Practices’ that can help with working with departments to educate on how to design eforms in Jadu Content Portal that ‘delight’ users.

*Further reading on best practices on Forms Design and User Experience are available widely - including specific research on user experience by the UK Government Digital Service in their Service Manual and the US Government Design System Manual.

Retention policies​

Jadu Content Portal enables you and your organisation to collect data on users, customers and constituents. This data, although encrypted and managed under strict security policies, must be managed, stored, and deleted responsibly.

JADU Content Portal’s forms module includes a Retention Policies feature set.

tip

We strongly recommend creating new business processes to ensure each form (or all forms as a group policy) have data retention enabled with a suitable deletion time frame.