Sharing web responsibilities across the university.
As a Site Manager within Cascade, you play a crucial role in the governance and management of the university's web presence. The following information explains the role and responsibilities of a Cascade Manager as well as the supporting role of University Web & Design (UW&D).
Definition of Terms
Cascade CMS (aka Cascade)
the official content management system of the university
Cascade Site (aka Site)
a portion of CMS content within Cascade under the oversight of a Cascade Site Manager
having distinct website content, website editors, permission groups and system resources
usually publishing to a separate sub-domain (e.g., site.wm.edu or www.vims.edu)
exception: A&S publishes to a sub-folder (www.wm.edu/as)
Cascade Site Manager (aka Cascade Manager or Site Manager)
an individual with extraordinary permissions within a Cascade Site
responsible for managing website content, website editors, permission groups and system resources for a Cascade Site
permission group
a Cascade construct assigning specific abilities to particular website editors
a group generally relates to either features or folders (not both)
for example: {site}__{featurename} or {site}_{foldername}
University Web & Design (aka UW&D)
a team within University Communications
responsible for
maintaining Cascade and the features available to all Sites
acting as Site Manager for the main Site (www.wm.edu)
supporting Site Managers for all other Sites
managing strategic top-level content within the main Site (www.wm.edu)
primary contact: [[creative]]
website
a folder within a Cascade Site that houses content for a department, office, program or center
website editor
an individual user of Cascade responsible for maintaining a website's content
Selecting, Training and Supporting Site Managers
Site Managers
SHALL be appointed by the respective Dean or Vice President governing the Site
SHALL utilize the Cascade Help website, including the Manager Help section
MAY contact UW&D for assistance when the Cascade Help website is unclear
UW&D
SHALL provide training for new Site Managers
SHALL maintain the Cascade Help website, including the Manager's section
SHALL respond to specific questions from Site Managers
or MAY refer an issue to the respective website editor
and SHALL follow up to verify it was implemented/resolved
SHALL enforce content standards
including:
decisions & policies of the university
decisions & policies of the respective Dean or Vice President
MAY implement/resolve each issue personally
or MAY refer an issue to the respective website editor
and SHALL follow up to verify it was implemented/resolved
UW&D
MAY enforce best-practice accessibility standards within any Site
if discovered, Site-level issues SHALL be referred to the respective Site Manager for remediation
MAY enforce university content standards within any Site
if discovered, Site-level issues SHALL be referred to the respective Site Manager for remediation
Supporting Websites and Website Editors
Site Managers
SHALL create website folders and associated permission groups for departments, offices, programs and centers within their respective Cascade Sites
SHALL serve as the first point-of-contact in support of website editors within their Sites
SHALL utilize the Cascade Help website, including the Manager's section, to resolve support issues
MAY escalate support questions and concerns to UW&D
UW&D
SHALL provide support to the Site Manager
SHALL, after escalation by the Site Manager, provide support to website editors with questions or concerns
Training Website Editors
Site Managers
SHALL validate requests for new website editors & determine applicable permission groups
MAY provide training to new website editors
or MAY refer them to participate in Cascade Basic Training hosted by UW&D
SHALL provide training to website editors whose websites utilize Features beyond those covered in Cascade Basic Training
UW&D
SHALL provide Cascade Basic Training for appropriate new website editors
Cascade Basic Training details
training SHALL be scheduled regularly (at least monthly)
and SHALL cover basic folder, page and asset types common to all Sites and used by most websites
Cascade Basic Training availability to website editors
training SHALL be available for website editors of websites within the main W&M Site
training MAY, with permission of the respective Site Manager, be available for website editors of websites within other Sites
MAY provide special- or advanced-topic training when there is sufficient interest and available personnel
Design and Implementation of Templates and Features
Site Managers
SHALL recommend relevant Features to their website editors
SHALL assign Group permissions and provide training for website editors for these Features
MAY customize Templates and Features, as skill and comfort level allows
UW&D
SHALL provide & maintain one primary Template for each Site
SHALL provide & maintain one Homepage Template for each Site
SHALL provide & maintain website Features common to all Sites
e.g., specific types of pages, rows and right-column elements
SHALL provide training to Site Managers as new Features are added
SHALL maintain the Cascade Help website, including the Manager's section, to include Features common to all Sites
Management of Rows and Features
Site Managers
SHALL assign website editors access to the appropriate Row & Feature groups: "site__{feature}"
SHALL train website editors to create and maintain the Features used by their respective websites
MAY create new groups and assign appropriate properties to govern additional Features: "{site}__{featurename}"
or MAY provide UW&D the details needed to create and assign properties to Feature groups
UW&D
SHALL create groups and assign appropriate properties to govern each Feature common to all Sites
this does not include assigning website editors to each group
SHALL, upon request, assist a Site Manager in creating groups and assigning appropriate properties to govern additional Features not common to all Sites
this does not include assigning website editors to each group
Working with a Vendor
Site Managers
SHALL handle all interaction with the vendor
SHALL request necessary embed code from vendor
SHALL require all embed code operate within the Site's Privacy and Security Statement
SHALL require all embed code be accessible and mobile-friendly
MAY implement embed code
or MAY provide embed code to UW&D for implementation
SHALL, prior to general availability, complete a validation and review process
SHALL create a fully-operational test page
SHALL validate all functionality
SHALL validate it is fully accessibility and usable from a mobile device
SHALL submit the test page to UW&D for design branding review
UW&D
MAY insert required embed code into a Block or Region within a Cascade Site
as provided by the Site Manager
and turned over to the Site Manager for functional validation with the vendor
MAY validate the embed is accessible & mobile-friendly, complies with the Site's Privacy & Security Statement, and/or meets design branding guidelines
if discovered, Site-level issues SHALL be referred to the respective Site Manager for remediation
Google Analytics
Site Managers
Site Managers MAY choose to utilize Google Analytics, in which case the Manager:
SHALL maintain an account with GA admin permission
exception: GA data for A&S is within the W&M main GA account
MAY maintain embed code for GA within the Site Template
or MAY provide GA identifier to UW&D for embedding
SHALL handle internal requests from website editors for data/reporting
UW&D
SHALL, upon request/consent of the Site Manager, maintain embed code for GA within the Site Template
requires Site Manager to provide the appropriate GA identifier
