Adding a note to a page

When logged into LiveWhale, the page editor toolbar will appear across the top of any page on the site, regardless of whether you have permissions to edit it or not.

After navigating to a page you wish to leave a note on, click “Notes” in the page editor toolbar. First select a reason for your comment. These classifications include:

• Needs attention
• Great work
• Outdated
• Problem

Next, write your note in the text field provided, and click “Add note”. You will see your note added to the list of notes for this page.

Any LiveWhale user can read notes on any page, regardless of editing permissions. However, the only users able to delete a note are system administrators and those with editing permissions for the page.

When a new note is posted, each user with permissions to edit that page will receive a notification by e-mail containing the note. Users who opt out of e-mail notifications will not receive these notifications.

Viewing notes for a page

Notes on a web page may be viewed three ways:

1. When logged into LiveWhale, the page editing toolbar will display a “Notes” link. Clicking this will display notes on the page, if any exist.
2. From the LiveWhale interface, click the “Pages” tab. If the page you’re looking for is in a navigation, click its title to view the page details screen. Otherwise, click the “File Browser” submenu, navigate to the page’s directory, and then click the name of the page. On the page details screen, notes will appear at the bottom of the page.
3. You can also view an overview of all notes that have recently been posted to pages you are authorized for. From the LiveWhale interface, click the “Pages” tab. Click the “Notes” submenu. All recent note activity will be listed here.

Notifying users when page content becomes out of date

1. From the LiveWhale interface, click the “Pages” tab.
2. If the page you’re looking for is in a navigation, click its title to view the page details screen. Otherwise, click the “File Browser” submenu, navigate to the page’s directory, and then click the name of the page.
3. On the page details screen, check the checkbox labeled “Send editors a reminder to update this page”. Choose the schedule to be notified to update this page’s content from the drop-down. After choosing a schedule option, choose the date as well as the users who should be notified.
4. You may either choose “all editors for this page” to have the notification sent to all editors with access, or choose “an e-mail address” to specify a specific e-mail address to send to.
5. To add additional scheduled notifications, click “Add another…”
6. Click “Save these changes”.

Note: Content notifications will be e-mailed to you if you have opted to receive notifications by e-mail. When browsing directories in the file browser, a flag will also appear next to any page with outdated content.