Contents

The wiki-based Confluence environment is intended to be a collaboration platform for GeCIP members. It has been designed to be as simple as possible with the hope that each domain and member can create, edit and maintain their own content. The Research Environment is, by design, restrictive, but we hope that this collaboration platform will allow you to work effectively within it.

Top ten tips
  1. It's one big website, each Space is a separate home page
  2. Share or comment on a page to collaborate on content.
  3. Edit a page directly to create a new version.
  4. Add an inline comment to comment on a particular bit of text.
  5. Use the chat app (coming soon) to chat to online users.
  6. You can use @ to mention someone, and notify them, anywhere on the site.
  7. How much you see and what you can do depends on your role and group membership.
  8. When you create a page, it becomes a child of the page you were last viewing.
  9. To draft a page, create it but don't click on 'Save'. It'll automatically be save in your drafts folder - get there from your profile.
  10. Use header styles and the 'Table of Contents' macro to structure your page

The basics

Organisation

The collaboration platform is divided into spaces. There is a space for the Office of Chief Scientist (OCS) and then each GeCIP domain also has its own space. Within the OCS space is where you'll find a lot of information on the 100,000 Genomes Project and other reference material. Each domain's space will contain a variety of information on their activities for both members and non-members.

Permissions

Just like any other website there are only parts of the collaboration platform that you're allowed to edit and view. What you're able to edit and view is determined by what GeCIP domains you are a member of and what role you play within that domain. Exactly how you see the page, and what you're able to do on the page will depend on both of these.

The header bar

At the top of each page the header bar gives you access to:

  • A - your homepage/dashboard
  • B - the various spaces you're able to access
  • C - a directory of the people within GeCIP and the Discovery Forum
  • D - the calendars within those spaces
  • E - the 'Create' button to create new pages
  • F - a search box to search throughout the site
  • G - Confluence help, please note that because this is to an outside website this does not currently work
  • H - your notification area
  • I - your user profile.

The side bar

The side bar

Once in a space, the left hand side of the page will show the side bar. This can be collapsed or expanded by clicking on '>>' (H) at the bottom. This gives access to:

  • A - the homepage for the space you're in
  • B - a listing of recently updated pages within the space and the tree structure for the space
  • C - the space's blog
  • D - the space's calendar
  • E - a workflow report for the space
  • F - a link to child pages of the current page
  • G - settings for the current space
  • H - collapse or expand the side bar.

Page tools

At the top of each page, permissions depending, you'll have the following options:

  • A - to edit the page
  • B - to  watch the page
  • C - the share the page
  • D - to see the workflow of approvals for the page
  • E - various other options.

Creating and editing pages

If you have the right permissions, then you can easily edit and create content within a space.

Creating a new page

  1. Navigate to the parent page under which you'd like to create a page.
  2. On that page, click on the Create pagebutton on the header bar.
  3. Select from one of the available page templates, or chose a Blank Page.
  4. Enter the title for your page and then add your content.
  5. When you've finished adding content, click on the Save page button in the bottom right-hand corner.

Editing and formatting content

By clicking on in the top right-hand corner of a page, or after creating a new page, you'll enter a text editor that will allow you to format and structure your page in a standardised way via a toolbar at the top of the page:

  • A - There are various header and paragraph styles, which look like:

  • B - Basic text formatting options are given for which there are shortcut keys:
    • Bold - <Ctrl>+B
    • Italic - <Ctrl> + I
    • Underline - <Ctrl> + U
  • C - Bullet and numbered lists are available and can be indented and unindented with <tab> and <shift>+<tab> accordingly.
  • D - There is the option to add specific tasks and assign users and due dates to them.
  • E - Paragraphs and list items can be indented and unindented.
  • F - Text can be left-, centre-, or right-aligned.
  • G - Columns and sections of columns within a page can be added via the Page layout tool.
  • H - Files, images, link and tables can all be added to a page via these buttons. This also provides the means to insert symbols, and macros.
  • I - Undo and Redo are available while editing.

Macros

Using macros helps you to expand the capabilities of your page, allowing you to add extra functionality or include dynamic content. For example, use the Table of Contents macro to insert a listing of the headings in the page like the table shown at the top of this page; please note, this will only work if you've used the heading paragraph styles listed above. Or if you'd like to specifically mention someone in a page you can type '@' and then start typing their name to invoke the user mention macro.

Watching, commenting and sharing pages

Page comments

You can add general comments to the page as a whole by clicking on the text box at the bottom labelled 'Write a comment..'. This will then open a textbox with much the same formatting options as for a page.

Inline comments

To add inline comments, select the text you'd like to comment on and the 'Add inline comment' button will appear:

By clicking on the comment icon you'll then be given a text box to add your comment.

Watching a page

You can 'watch' a certain page, or indeed an entire space, by clicking on the button in the top right of the page. By watching a page you'll be notified by email when it is changed, deleted or commented on. When you save a page you're editing you can chose whether or not to notify watchers of the changes you've made


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