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Protocol & Procedures for Online Marketing

 

 

To:     Faculty,  Staff  and  Students    

From:     The  Office  of  Public  Information      

Frear  Hook,  Webmaster:  x3460,    frear.hook@maine.edu    

Rachel  McFadden,  Web  &  Social  Media  Specialist,  x  3271,   rachel.mcfadden@maine.edu  

   

Bob  Stein,  Director  of  External  Relations,  x3447,  rstein@maine.edu    

Whether  you’re  interested  in  making  changes  or  making  use  of  the  UMA  web  site  or   social  media,  this  guide  is  designed  to  help  you  achieve  the  best  results.  

 

Please  familiarize  yourself  with  the  submission  &  update  protocols.    And  remember:   we’re  here  to  make  sure  we’re  putting  our  best  collective  (digital)  foot  forward!    

   

A. Types  of  Requests  

 

There  are  essentially  four  categories  of  communications  you  may  be  looking  to  share   with  our  office:  

 

1. Basic  feedback  and  suggestions  –  If  you  have  a  general  comment  or  feedback  about  

uma.edu  or  other  digital  media,  but  have  no  specific  change  to  request,  please  send   your  comments  and  feedback  to  Bob  Stein  at  rstein@maine.edu.  

 

2. Request  to  meet  with  any  of  our  staff  –  If  you  would  like  to  meet  with  any  person  

on  our  staff  for  any  reason,  please  contact  that  individual  at  his  or  her  email  address   or  phone  extension.  

 

3. Specific  changes  you  need  made  on  uma.edu  –  If  you  need  a  specific  change  or  

changes  made  on  a  page  of  the  website-­‐-­‐  whether  it’s  a  small  copy  change  or  a   complete  overhaul  of  a  page  -­‐-­‐  please  use  our  new  ticketing  system  to  submit  your   changes.  Changes  should  be  sent  to  umaweb@maine.edu.    

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4. Promotion  of  an  event  –  If  you  would  like  an  event  or  special  initiative  promoted  on  

our  website  or  through  social  media,  please  submit  the  information  through  our   web  ticketing  system  (umaweb@maine.edu).    

 

B. How  the  Web  Ticketing  System  (umaweb@maine.edu)  Works  

 

The  web  ticketing  system  enables  our  office  to  keep  track  of  all  requests  for  web  

changes  and  other  specific  digital  requests.  It  also  enables  you  to  know  that  we  received   your  request  and  ensure  that  you  will  be  notified  when  your  request  has  been  

completed.  

 

We  will  respond  to  tickets  as  quickly  as  possible.    When  we  consider  we  have  fulfilled   your  request,  we  will  respond  to  the  ticket  email  asking  you  to  verify  the  changes  are   correct.    When  you  are  satisfied  with  the  update,  the  ticket  will  be  closed,  and  an  email   will  be  generated  by  the  ticketing  system  informing  you  the  ticket  is  closed.    Replying  to   this  email  will  re-­‐open  the  ticket,  so  please  only  reply  to  this  automatic  response  if  there   is  a  further  issue  with  the  same  ticket.  

 

We  will  close  tickets  that  go  more  than  three  days  without  response  to  a  verification   request,  understanding  that  if  further  changes  are  required  you  can  respond  to  the   automatic  system  email,  and  re-­‐open  the  ticket.  

   

C. How  Long  Will  Changes  Take  

 

The  time  involved  for  our  office  to  fulfill  a  request    will  depend  on  the  scope  of  the   request  and  the  number  of  requests  in  the  ticketing  system.    However,  one  can  roughly   figure  on  the  following  timelines:  

 

• Single  page  update:  1-­‐2  days  (per  page)    

This  includes  updating  any  single  page  on  the  site,  including  News  &  Events.  

 

• New  page  creation:  1-­‐5  days  (per  page)  

 

• Webform  creation:  5-­‐14  days      

• Page/Site  Redesign:  3-­‐6  months  

We  are  committed  to  delivering  the  best  user  experience  possible;  as  such  we   recognize  that  certain  areas  must  occasionally  be  redesigned/updated  to  take   advantage  of  new  technologies.  

 

The  process  of  requesting,  creating,  programming,  deploying  and  maintaining  a   new  page/site  is  in-­‐depth  and  highly  personalized.    As  such,  it  is  also  time-­‐

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consuming  and  requires  consistent  communication  between  the  Web  

Department  and  the  requestor.    We  encourage  folks  interested  in  a  redesign  to   create  a  wishlist,  and  have  multiple  concrete  examples  of  pages  and  functions   they  think  would  benefit  their  content  delivery.  

   

D. Requesting  Page  Updates  on  UMA.EDU  

 

When  requesting  a  page  to  be  updated  through  the  web  ticketing  system,  we  ask  that   you  adhere  to  the  guidelines  below.  This  will  enable  our  office  to  expedite  your  changes   and  also  allow  us  to  more  quickly  get  to  other  people’s  requests.    

 

Here  are  the  things  to  include:    

1. A  link  to  the  page  you  need  updated.      

There  are  approximately  3000  pages  on  our  site,  which  makes  it  very  difficult  for  us   to  know  exactly  which  page  you’re  referring  to  or  where  it  is  in  our  site  organization.     Including  a  link  gives  us  the  necessary  information  to  find  the  page  and  make  the   update  quickly.  

 

2. The  information  you  need  updated  

Be  it  text,  pictures,  graphics,  we’ll  need  the  new  information.    

3. Text  should  be  sent  in  an  attached  Word  document.  

We  prefer  that  you  include  within  any  document  (when  necessary):  Any  links   (including  email  addresses)  that  you’d  like  to  have  within  the  document,  via  Word’s   hyperlink  feature.    Please  ensure  that  links  added  via  the  hyperlink  feature  link  to  a   full  URL  on  the  Internet  (i.e.  http://www.uma.edu)  not  a  local  document  or  link  (i.e.   something  on  the  X  drive,  or  a  single  page  like  newsandevents.html)  

 

a. Lists  should  use  auto-­‐numbering  and  ordered  numbered/multilevel  lists,   rather  than  by-­‐hand  numbering.    This  allows  swift  and  simple  transition  to   the  web.    Hand-­‐typed  outlines  are  prohibitively  time  consuming  to  transfer.  

 

b. Tables  in  Word  need  to  have  consistent  rows  and  columns,  with  information   aligned  directly  under  the  correct  header  (column  or  row).    Do  not  nest   tables  within  tables  or  have  empty  rows/columns  

 

c. Be  sure  to  put  information  that  belongs  in  lists  and  tables  into  lists  and  

tables.  

Please  do  not  send  information  that  should  be  in  tables  or  lists  separated  by   x  number  of  spaces,  tabs,  periods  (……….)  .    This  information  needs   to  live  in  tables  or  lists.  

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4. Send  items  text,  pictures  and  graphics  as  separate  files.  

Please  don’t  send  a  Word  document  with  embedded  images;  they  are  difficult  and   time-­‐consuming  to  extract  and  the  image  quality  suffers.    Similarly,  please  don’t   send  a  PDF  or  image  of  text  and  pictures,  put  the  text  and  pictures  separately,  so  we   can  assemble  the  information  for  best  web  presentation.    PDFs  can  be  linked  to,  for   downloading,  if  you  wish  to  include  them  for  wider  accessibility  for  (print)  

reproduction.    

Below  are  things  not  to  include:  

 

1. Text/Pictures  that  aren’t  being  updated.    

It’s  confusing  to  get  information  that  is  already  correct  along  with  the  information   requiring  updating.    Please  send  only  the  text/images  to  be  updated,  along  with  a   description  of  what  should  be  replaced,  and  where  it  is  on  each  page.      

 

2. Excel  Sheets  

Excel  files  are  not  web-­‐friendly  as  the  data  is  incredibly  difficult  to  extract.  Please   send  any  tables  in  Word,  and  expect  tables  sent  in  Word  to  appear  in  tables  on  the   web.  

   

E. Marketing  Your  Event  On  UMA.EDU  or  through  Social  Media    

 

If  you  would  like  to  promote  your  event  on  uma.edu  or  through  social  media,  here  are   the  things  to  Include:  

 

1. Send  graphics  (but  not  PDFs).  

Images  are  key  to  grabbing  attention.    Any  pictures  or  graphics  you  can  send  us   increase  the  marketability,  visibility  and  usability  of  a  page.  However,  please  avoid   sending  PDFs  and  images  of  flyers.  These  items  don’t  get  scanned  by  Google,  and   decrease  the  chances  of  folks  being  able  to  search  Google  for  information  about   your  event.    Include  the  text  of  your  flyers  in  a  separate  Word  document.  

 

2. Description  of  Event.  

Pictures,  while  worth  a  thousand  words,  don’t  tell  the  whole  story!    Be  sure  to   include  some  text  detailing  the  event.  

 

3. Date  &  Time  &  Location.  

Where  and  when  the  event  is.  

 

Social  Media  Interconnection  

Our  default  policy  is  to  publish  any  Campus  &  Community  event  that  is  being  posted  to   our  website  concurrently  on  our  main  Facebook  pages.    If  your  department  has  its  own   Facebook  page,  Twitter  account,  LinkedIn  account,  etc.  be  sure  to  include  the  

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Marketing/Web  Department  in  your  marketing  efforts,  either  by  coordinating  admin   privileges  with  us,  or  by  linking  the  event  to  the  page  we’re  creating  on  our  site.    

F. Requesting  a  Webform  

 

When  you  wish  to  have  a  webform  created,  please  include  the  following  information:    

1. The  desired  form  elements.  Please  send  us  a  Word  (or  PDF)  version  of  the  form  with  

the  data  types  required.    These  may  include:    

• Single  lines  of  text  for  email,  names,  etc  

• Radio  buttons  for  single  options  from  multiple  choices   • Check  boxes  for  multiple  options  of  multiple  choices   • Large  text  boxes  for  more  free-­‐form  responses.  

 

2. The  desired  form  action.  This  can  be  via:    

• Email  Submission  

Please  include  the  email  address  the  submitted  form  should  be  sent  to.  

 

• Database  Submission  

Information  can  be  stored  in  a  database,  and  a  web-­‐interface  created   to  subsequently  browse  collected  information.    Please  note  that   development  of  a  database  option  will  greatly  increase  the  time   required,  so  if  there  is  a  need  for  storing  your  information,  please   include  at  least  a  month  of  development  time  before  the  database  is   needed.  

 

• Combination/Other  

A  combination  of  the  above  options,  or  some  other  action  (TBD).    

Important  Security  Notice!    Due  to  the  security  risks  posed  by  either  storing  some  

information  locally  in  a  database,  or  especially  transmitting  over  email,  we  try  to   discourage  asking  for  the  following  information:  

 

• Requests  for  Social  Security  Numbers   • Medical  information,  including  allergy  

• All  three  of  Name,  Address  and  Student  ID  number  in  the  same  form    

Steps  can  be  taken  to  secure  forms,  and  with  the  help  of  the  IT  department,  we  can   safely  collect  sensitive  data,  but  doing  so  adds  considerable  time  to  development   and  implementation.    If  this  or  other  sensitive  information  is  REQUIRED,  please  plan   accordingly.  

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