IMPORTANT 

      Click through the buttons or links in the steps specified to get to your destination on the web.


    Table of Contents 


    Purpose 

      The purpose of this section is to provide a reference to a list of actions that are very commonly used in Powell to arrive at a desired result or web page. This cuts down on repetition and ambiguity while writing documentation for Powell. Currently, due to needing to repeat specific actions many times in Powell, it's all too easy for Users to visually and mentally block out Powell's other features to the point where they genuinely would not know where to look on the web page. This page should be referenced often by contributors to help users navigate Powell.


    Powell Manager 


    Powell Intranet 

      Powell Intranet is where we'll be doing most of our work.

    Powell Intranet Design 

    1. Powell intranet tab
    2. Design tab

    Powell Intranet App catalog 

    1. Go to Design
    2. Under Custom Components, App catalog

    Powell Intranet Azure Applications 

    1. Go to Design
    2. Under Custom Components, Azure Applications

    Powell Intranet Content types 

    1. Go to Design
    2. Under SharePoint Templates, Content types

    Powell Intranet Create a new content type 

    1. Go to Content types
    2. Create a new Content type
    3. Name your new content type.

    Powell Intranet Create a content type that inherits from item 

    1. Create a new content type
    2. Inherit from Item Content Type. Save.
    3. You should be in edit mode for your new content Type. Go to Fields
    4. Add new field
    5. Create a new field. Name your fields appropriately and with whatever field types that you need.

    Powell Intranet Disclaimers 

    1. Go to Design
    2. Under Branding, Disclaimers

    Powell Intranet Email Template 

    1. Go to Design
    2. Under Branding, Email Template

    Powell Intranet Fonts 

    1. Go to Design
    2. Under Branding, Fonts
    1. Go to Design
    2. Under Branding, Footer HTML Template

    Powell Intranet Header HTML Template 

    1. Go to Design
    2. Under Branding, Header HTML Template

    Powell Intranet JavaScript catalog 

    1. Go to Design
    2. Under Custom Components, JavaScript catalog
    1. Go to Design
    2. Under Custom Components, JSLink catalog

    Powell Intranet List Templates 

    1. Go to Design
    2. Under SharePoint Templates, Lists

    Powell Intranet Create a new List Template 

    1. Go to list templates
    2. Create a new list template
    3. Fill in Title.

    Powell Intranet Master pages 

    1. Go to Design
    2. Under SharePoint Templates, Master pages

    Powell Intranet Navigation 

    1. Go to Design
    2. Under SharePoint Templates, Navigation

    Powell Intranet Page layouts 

    1. Go to Design
    2. Under SharePoint Templates, Page layouts

    Powell Intranet Create a Page layout 

    1. Go to page layout
    2. Create a new page layout
      • Its recommended to use the same Web template as the one used in your site.
        1. Go to your site
        2. Global settings (left column)
      • The new page layout should be as close to what we want as possible.
      • If there is an existing page layout that is exactly the same as what you're making, you can use that page layout instead.
      • To use this page layout builder, Add a section. Drag and drop from the Section list
    3. Save.

    Powell Intranet Page templates 

    1. Go to Design
    2. Under SharePoint Templates, Page templates

    Powell Intranet Create a Page template 

    1. Go to page templates
    2. Create a new page template

    Powell Intranet PNP Provisioning Schema 

    1. Go to Design
    2. Under Custom Components, PNP Provisioning Schema

    Powell Intranet Search Queries 

    1. Go to Design
    2. Under SharePoint Templates, Search Queries

    Powell Intranet Sites 

    1. Go to Design
    2. Under SharePoint Templates, Sites

    Powell Intranet Sites Pages Create a new page 

    1. Go to Sites
    2. Pages on the left column
    3. Create a new page
    4. In the creation dialog, we recommend using the Not Linked option for Copy Type so you can edit the page later. For more info please click on the question mark next to the Copy Type label.

    Powell Intranet Powell Site Collections 

    1. Go to sites
    2. Scroll down to Powell Intranet / Powell site templates

    Powell Intranet Site scripts 

    1. Go to Design
    2. Under Custom Components, Site scripts

    Powell Intranet Site Templates 

    1. Go to Design
    2. Under SharePoint Templates, Sites

    Powell Intranet Clone a Powell site template 

    1. Go to site templates
    2. Scroll to Powell Intranet / Powell site templates
    3. Search for the template that you want to clone.
    4. Press the clone/copy button.
    5. In your Title include the site name that you'd like to use it for.
    6. Save.

    Powell Intranet Teams templates 

    1. Go to Design
    2. Under SharePoint Templates, Teams templates

    Powell Intranet Themes 

    1. Go to Design
    2. Under Branding, Themes

    Powell Intranet Custom CSS 

    1. Go to themes
    2. Custom CSS on the left bar.

    Powell Intranet Change Logos 

    1. Go to themes
    2. Logos on the left bar.

    Powell Intranet Change Favicon 

    1. Go to themes
    2. Logos on the left bar.

    Powell Intranet Widget views 

    1. Go to Design
    2. Under Custom Components, Widget views

    Powell Intranet Your Site 

    1. Go to site templates
    2. Search for your site
    3. Edit button for your site

    Powell Intranet Edit Your Site 

    1. Get to your site
    2. Pages on the left column
    3. Edit button for the page that you want to edit

    Powell Intranet Create a new page for your site 

    1. Create a page a layout
    2. Create a page template
    3. Go to your site
    4. Pages (left column)
    5. Create a new page

    Powell Intranet Add a Webpart 

    1. Edit your site
    2. Scroll to the bottom under Placeholder Main. Add a webpart
      • If you need to add a space on your site for the web part, edit the template under the Selected Page Layout

    Powell Intranet Create a new list 

    1. Get to your site
    2. Lists (left sidebar)
    3. Create a new list
    4. Fill in Title.

    Powell Intranet Deploy 

    1. Powell intranet tab
    2. Deploy tab

    Powell Intranet Office groups 

    1. Go to Deploy
    2. Under Deploy, Office groups

    Powell Intranet Site collections 

    1. Go to Deploy
    2. Under Deploy, Site collections

    Powell Intranet Create a Site collection 

    1. Clone a site template
    2. Go to Site Collection
      1. Choose the site template that you created from a clone in the previous step.
      2. Next
        1. Site Title
        2. Site URL: it's generated from title, but you can change it to whatever suits your needs
        3. Environment, we'll just use Production or whatever suits your needs
        4. Portal, keep it as No site selected or whatever suits your needs.
    3. Next
      1. No content translation or whatever suits your needs
      2. Timezone = Eastern Time (US and Canada) or whatever suits your needs. I just so happen work from this timezone.
    4. Next
    5. Default content: Yes or whatever suits your needs
    6. Deploy

    Powell Intranet Site Designs 

    1. Go to Deploy
    2. Under Deploy, Site Designs

    Powell Intranet Teams 

    1. Go to Deploy
    2. Under Deploy, Teams

    Powell Hub 

    Powell Hub Design 

    1. Powell Hub tab
    2. Design tab

    Hub Azure Applications 

    1. Go to Design
    2. Under Custom Components, Azure Applications

    Powell Hub Fonts 

    1. Go to Design
    2. Under Branding, Fonts
    1. Go to Design
    2. Under Branding, Footer HTML Template

    Powell Hub Header HTML Template 

    1. Go to Design
    2. Under Branding, Header HTML Template

    Powell Hub JavaScript catalog 

    1. Go to Design
    2. Under Custom Components, JavaScript catalog

    Powell Hub Themes 

    1. Go to Design
    2. Under Branding, Themes

    Powell Hub Widget views 

    1. Go to Design
    2. Under Custom Components, Widget views

    Gear Settings 

    1. Located on the Upper right corner of manager.powell-software.com, just underneath the profile image.

    Gear Settings Tenants 

    1. Go to Settings
    2. Under Manage Access, click on Tenants

    Gear Settings Create a Tenant 

    1. Go to Tenants
    2. Click on Create a new tenant
    3. Fill out information and save.

    SharePoint Site Collection 


    SharePoint Site Settings 

    1. Gear wheel in the upper right corner

    Site Contents 

    1. Go to settings
    2. Site Contents

    Site Information 

    1. Go to settings
    2. Site Information

    Site Permissions 

    1. Go to settings
    2. Site Permissions

    Grant Access or Site Permissions 

    1. Go to Site Permissions
    2. Share Site
    3. Type in the user that you would like to share with. Click on the suggested user.
    4. Under the user's name, set the users permission level.
    5. Send email, is recommended.
    6. Add

    View all site settings 

    1. Go to site settings
    2. View all site settings is above the Delete site trash can (terrible design, btw)

    Check File Content Type 

    1. Go to site settings
    2. Go to your file.
    3. Click file menu button, which is the three vertical dots next to the file.
    4. Click on Details all the way at the bottom.
    5. The popup vertical bar on the right, under properties header, Content Type

    Web Page 


    Inspect a web page 

    1. Right-click on an element of the web page that you'd like to inspect.
    2. On the dropdown menu, choose Inspect

    Search for a tag or attribute on a web page 

    1. Inspect the page
    2. On the Inspector (Firefox) or Elements (Chrome) tab (at the top, but usually this is the default opened tag anyways), press Ctrl + f and type in what you'd like to look for.