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Create and Manage Terms

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Terms are the configuration option available for a variety of features such as Business Directories, Park Listings, Property Listings, and Projects. These terms can aid and assist in categorizing, tracking, and maintaining different projects, bids, and initiatives within CivicEngage Open.

 

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Create a Term

  1. Expand the Administration Menu on the Dashboard
    The large button labeled Administration with a plus sign.
  2. Click on the appropriate add-on manager
    Example: Manage Amenities
    The hyperlink labeled Manage Amenities, as an example.
  3. Click Add Term
    The button labeled Add term with a plus sign.
  4. Name the Term
    The text entry field labeled Name.
  5. Complete the other Term fields as desired
  6. Click Save
    The button labeled Save.

 

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Edit a Term

  1. Expand the Administration Menu on the Dashboard
    The large button labeled Administration with a plus sign.
  2. Click on the appropriate add-on manager
    Example: Manage Amenities
    The hyperlink labeled Manage Amenities, as an example.
  3. Click Edit next to the desired Term
    The button labeled Edit.
  4. Edit the Term fields as desired
  5. Click Save
    The button labeled Save.

 

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Delete a Term

Note: Only a Site Admin can delete items. Please be aware that this action cannot be undone.

 

Instructions

  1. Expand the Administration Menu on the Dashboard
    The large button labeled Administration with a plus sign.
  2. Click on the appropriate add-on manager
    Example: Manage Amenities
    The hyperlink labeled Manage Amenities, as an example.
  3. Click on the Action Menu next to the desired Term
    The downward pointing arrow to the right of Edit.
  4. Click Delete
    The button labeled Delete.
  5. Click Delete to confirm
    The large button labeled Delete.
    Note: This action cannot be undone

 

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Term Fields

The list of text entry fields and options for Terms.

  • Name: The name of the amenity
  • FA icon: The chosen Font Awesome icon
    Note: The FA icon field is only available for Amenities
  • Relations
    The list of options and fields beneath the Relations header.
    • Parent terms: The type of amenity
    • Weight: The weight assigned to the amenity
      Note: Terms are displayed in ascending order by weight.

 

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