Topics Covered
· Updating CSOD Editable Pages
· Adding Email Alerts
· Updating Evaluation Questions
· Email Trigger Configuration
· Setting Security Permissions
Updating CSOD Editable Pages
Description: Making changes to CSOD Custom or Welcome pages.
1.
To make
changes to the Custom pages, go to Admin
> Preferences
2.
Click on Manage Custom Pages.
3.
Click the Edit icon 
button
next to the page you want to edit.
4.
Click the Gear
icon button in right-corner of the text box to make changes.
5.
Make the changes
in the Widget Settings box and click Save when complete.
6.
Then, click Save
and Exit to complete the changes to the Custom Page.
7.
To make changes
to the Welcome page, click Welcome Page Preferences (by Category).
8.
Click the MSRB
text (not the + icon, the text.)
9.
Click the Edit
icon to begin making your changes.
10.
Click the Gear
icon to make changes to the area you would like to edit.
11.
Make the required
changes and click Save.
12.
Click Save and
Exit to complete the changes to the Custom Page.
13.
Check the
“Overwrite custom settings previously saved for child Categories…” box and
click Save.
14.
To make changes
to the Welcome page for anonymous browserers, select Admin > Org
Units.
15.
Select Manage
Self Registration Groups.
16.
Click the Edit
icon to make changes to the Anonymous Browser group.
17.
Select Guest
User Settings.
18.
Click on the Welcome
Page Configuration heading bar.
19.
Make the required
changes to the widgets you would like to edit by clicking on the Gear icon.
20.
Click OK
when complete.
21.
Click Submit.
Adding Email Alerts
Description: Process to create system email/mail-all.
1.
Go to Admin > Marketing
2.
Select Create New Email or simply copy an
existing one.
3.
Create your email
message, subject and reply address in the window.
4.
Finally, set your
send date, and click Save.
Updating Evaluation Questions
Description: Process to editing Evaluations.
1.
Go to Admin
> Catalog
2.
Click on
Evaluations.
3.
Click
the Edit icon for the evaluation you would like to edit.
4.
Make the
required changes to the evaluation and click Submit. You cannot change the questions to an
existing evaluation.
5.
To make broader
changes, click Create a New
Evaluation or Copy an existing one.
6.
Select copy and make the required changes and
click Save.
7.
To add a new question, click the + icon.
8.
To delete a question, click the trash can
next to the question.
9.
To change the order of how the questions appear, change the order number accordingly.
10.
Click Submit when complete.
11.
To create new questions, click on the Question
Bank link.
12.
Click Create New Question.
13.
Create your new question and click Submit
when complete.
Email Trigger Configuration
Description: Change the email settings.
1.
Go to Admin
> Email.
2.
Search
for the email Action or trigger you would like to add or change.
3.
Expand
the email action topic to see the various emails assigned to that action. Click Edit to make changes.
4.
Make your changes and click Save.
5.
To add new email triggers, search for the Action
and click the mail icon 
.
6.
As with Step 4 above, make your changes and
click Save.
Setting Security Permissions
Description: Process to editing security permissions.
1.
Go to Admin > Security.
2.
All security
settings can be modified and created from this screen. It is advised to consult with CSOD Global
Product Support before proceeding to make any modifications.
3.
System
Administrator permissions can be seen by clicking on the + sign.
