CAS Profile plugin

Overview

This article is designed to guide CAS office managers and site administrators through the instructions on how to update profiles and profile sections within the CAS Profile database.

The CAS Profile database is used to populate CAS department websites with profile information for faculty, staff, and graduate employees (GEs).

Profile

Your profile

To view your profile, click on My account. Users can do the same when they login to this site. To view a user's profiles you can either search for them or click on the links below to view the list of users and click on their username to view their profile.

Edit a profile

To edit your profile or a user's profile click on Edit. On the Account tab, you can upload a profile picture and upload a CV. Under the Information tab, you will be able to update information and fields like office hours, departments, etc. Make sure to select all departments that you or the user belongs to.

Remember to click Save at the bottom of each page you have updated!

Note: Full name, phone, and office are automatically synced from the UO Directory and updated occasionally. Please contact Directory Services to update the UO Directory information.

Profile section

The central profile site also supports what we called profile sections. That is pages about user's personal statements, education, research, publications, and so on.

A user can create a profile section by clicking on Create content and then Profile Section. After saving a profile section it will appear on the left under My Profile Sections. To edit a profile section just click on it and then Edit.

Profile Section Weight

Profile section order is set by an optional weight field. If the weight field is set (for all profile sections) the heavier items will sink and the lighter items will be positioned nearer the top. If weight is not set then the created date will be used.

Profile Section Authorship

If you are creating a profile section on behalf of a user make sure to change the author to that user. To do that click Authoring information and then change the Authored by field to the user's Duck ID. After saving a user's profile section it will appear on the left under their Duck ID.

You will also see their profile sections when you are viewing their profile page on this site.

Add user

The recommended way to add a user is to send them to The profile page on the CASAdmin site and have them log in. This will create their account and they can start updating their profile. This can only be done by users who have a valid Duck ID at the university.

To create a user, click on Add user or CASIT Find People add user. If you use Add user you must provide a random password, fill out the required fields, and do not select Notify user of new account. The password will not be used as the site uses Duck ID authentication.

For CASIT Find People, add a user it will create the account for you, and then you have to edit the account (instructions above) to fill out the fields.

The site also supports bulk importing of users. Please contact IS Development Services for assistance.

Delete user

If a user has left the university their profile can be deleted. To do that use the Delete button when editing a user's profile.

A deleted profile in the WordPress plugin requires you to manually remove profiles (they must be permanently deleting them once you have deleted them from this site).

Office manager links

The office manager links to the left have listings of all users organized by department.

Users with multiple departments

Some users belong to multiple departments and if you are managing their profile information make sure to contact the office manager for the other department to coordinate updates.

Example users:

WordPress

IS Development Services currently support WordPress sites to display profiles from this site. They have a plugin that given a department will display that department's users and their profiles.

The plugin uses the Departments field on this site to get the profiles for that department. The plugin will get all the fields including CV and picture and the profile sections. The plugin allows profiles to be categorized into categories such as faculty, staff, GE, etc.

To manage the categories and to add text that only displays on the WordPress site, navigate to the site and append wp-admin to the end of the URL to access the WordPress dashboard login page. After logging in click on Profiles in the dashboard. Categories are managed under Profile categories.

Features

The plugin supports the following features:

  • Displays list of all profiles with thumbnail and fields: name, title, additional title, phone, office, office hours, email, interests, and affiliated departments.
  • Displays profiles belonging to the category.
  • Displays full profile and profile sections.
  • Option to display an A-Z index at the top of the page. The option is available within Profiles > Options.
  • Option to change wrapping of text from the right of the image to appear below the image. The option is available within Profiles > Options.
  • Option to hide pictures. This is controlled by passing a value to the plugin pages. e.g., No Picture example.
  • Option to show table. This is controlled by passing a value to the plugin pages. e.g., Table Example.

The plugin caches profiles for a certain amount of time meaning that changes made on this site will only show up on the WordPress site after the time has elapsed. The time is controlled in Profiles > Options except for sites on UO Blogs. For UO Blogs, the cache is set to expire every 24 hours.

Plugin pages

The plugin creates automatic pages on your site. The pages are:

  • /profiles
    • Displays all profiles.
  • /profiles/faculty
    • Displays all profiles belonging to category faculty. The URL is decided by the slug field when you create a category.
  • /profile/yourduckid
    • Displays user yourduckid profile page.

Examples

Examples of sites displaying profiles:

Drupal Module

The Drupal module is similar to the WordPress plugin with additional features like the ability to reference profiles in other content types and create special views to display content by profile.

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Details

Article ID: 126650
Created
Wed 1/27/21 3:33 PM
Modified
Tue 7/19/22 2:44 PM