How to Edit Organization or Location Information

Transcript

• 00:00In this video I will review how to edit the
• 00:03members and locations for an organization.
• 00:06These are displayed on the
• 00:08organization page within the
• 00:10Department section of the new website.
• 00:12In this example, I'm going to
• 00:14look at Dermatologic Surgery.
• 00:15So first I'll click Departments.
• 00:18Scroll down to Dermatology.
• 00:20Expand their sections and
• 00:22click Dermatologic Surgery.
• 00:26Members are available from
• 00:27the "Book an Appointment" button.
• 00:32Locations are available at the bottom
• 00:35of the main department page.
• 00:38We rely on individual organizations
• 00:40to maintain membership lists,
• 00:42contact and location information
• 00:44in the school's profile system.
• 00:46The easiest way to make an update
• 00:48is by clicking the "edit members and
• 00:50locations" button on the organization's
• 00:52page in the preview website.
• 00:54Once in the profile system: to edit members,
• 00:56click the "Members & Leaders"
• 00:59button in the left navigation.
• 01:01To add members,
• 01:03type the person's name into the
• 01:05"Add a new member" field.
• 01:09Select the person and click add.
• 01:13To remove a person, click the
• 01:14trash can icon to completely
• 01:16delete them from the organization.
• 01:21If you want to keep them in the organization
• 01:23but suppress them from appearing
• 01:25on the YaleMedicine.org website,
• 01:26click the green YM icon beside their name.
• 01:30This will remove them from that organization
• 01:32on the YaleMedicine.org website
• 01:35but leave them in the School of
• 01:37Medicine department's website.
• 01:41To manage locations, click the "Contacts
• 01:43and Locations" button in the left column.
• 01:48Scroll to the bottom of the
• 01:49page to the Locations section.
• 01:51To add a new location,
• 01:53click the "add new" button.
• 01:55In the Type dropdown,
• 01:57select either Clinic or Hospital.
• 02:00These are the only two types of
• 02:02locations that will appear on
• 02:04the YaleMedicine.org website.
• 02:05In the building field,
• 02:07began typing either the
• 02:08building name or address.
• 02:10In this example,
• 02:11we're going to use the Yale Physicians Building.
• 02:13The system already knows
• 02:14the building's address,
• 02:15so you don't need to enter that.
• 02:18If the address that you
• 02:19want is not in the system,
• 02:21click the Request a New Address button.
• 02:25Enter the accompanying details.
• 02:27The office name, hours,
• 02:29and other information into this section.
• 02:32If you want to add a location-specific
• 02:34phone number for this organization,
• 02:36click Add New beside the phones.
• 02:39Select Appointment as the Type.
• 02:40And add the phone number.
• 02:43Make sure you click the add button.
• 02:46Once you have finished adding
• 02:47all the information,
• 02:47click the Add button to add this location.
• 02:51You can edit existing locations
• 02:53by clicking this edit button.
• 02:55Or you can completely remove the
• 02:57location by clicking the trashcan icon.
• 03:02Your changes will appear on the
• 03:03new YaleMedicine.org website
• 03:05within a few hours after you've
• 03:06made them in the profile system.
• 03:08We appreciate your time.
• 03:11Please contact YM.content@yale.edu
• 03:14or call our support team at
• 03:17203-737-7932 with any questions.