Transfer Requirements
- Rachel Klingler
Build Requirements
Requirements are built as “Transfer Requirements.” Find them in the main menu.
The following information should be filled out for each record:
Title of the page should be the campus name.
Select the Semester. Each record should only have one semester set.
Select the campuses.
Enter requirements. All fields are optional.
Update Requirements
Each time a new semester should be posted, copy the records and update them.
To copy the records, view the list of requirements and check each record you want to copy. Use the “Bulk Actions” dropdown and select clone.
Add the updated Semester to the cloned records:
Add the new semester by navigating to Transfer Requirements > Transfer Semester and adding the next semester.
Select the newly cloned records as above.
Use the “Bulk Actions” dropdown and select edit.
Choose the new semester and click Update.
Display Requirements
Use the [uwh-transfer-pages-new ] shortcode to display the transfer requirements table.
Configure Requirements
There are a couple options for the transfer requirements. Navigate to Transfer Requirements > Requirements Settings in the left side menu.
Set the Parent page that will be used in the breadcrumbs. This should be the page with the table of requirements on it.
Set the sidebar content: This will display on the sidebar for every transfer requirement.
Set the Special Information: Set any information that should display on every campus. This will display at the bottom of each transfer requirement record.
Setup Requirements for Campus Users
First, build the users:
Navigate in the left side menu to Users.
Click Add New and fill in the information:
Username should be the campus name. For example, uweauclaire.
Email should be the email of the responsible person at the campus.
First and last name and Website are optional.
You don’t need to set the password. Check the Send User Notification checkbox if you want, or the users can use the forgot password functionality.
Choose the Campus Transfer Editor role.
Repeat for each campus.
Second, give campus users access to edit the transfer requirements. Campus users can only edit the transfer requirements for which they are the author. Update the author of the transfer requirements:
Navigate on the left side to Transfer Requirements.
Edit a record, or use the Quick Edit option, to update the author. It might be easiest to do this if you sort by title first by clicking “Title” in the table.
Instructions for Campuses
Log in to uwhelp.wisconsin.edu/wp-admin with your email address. If you don’t have a password, use the “Lost Your Password” link. A link to reset your password will be sent to your email address.
On the left side menu, choose the Transfer Requirements link.
If a post is in draft status, they will be able to Submit the Post for review after they have made their updates. This will change the status to Pending Review. A UWHELP administrator will be able to review and publish the requirements.