Training

We encourage new CMS users to attend drop-in and build familiarity with the various WordPress platforms used at UBC Okanagan. Users are also welcome to attend drop-in for refreshers or help with a particular task on your website. You can also request 1-on-1 or group training by filling out the form linked from this page.

Drop-in Training

Drop-in is open for UBC Okanagan web users of all levels and held every Wednesday, 1:30pm – 3:30pm in the COM 205 Digital Design Lab.

RSVP is not necessary, but some weeks get quite busy. Feel free to tell us in advance what you’d like to cover using the following form.

Website Training Form


Main Topics Covered at Drop-ins

1. Introduction to WordPress

For new users of WordPress  or those that would like a basic refresher, we provide a basic overview of content management, then get you up-and-running with:

  • How to log into your WordPress site
  • Viewing and changing personal information
  • Navigating the system
  • Site hierarchy (the parent-child relationship)
  • WordPress Dashboard
  • Creating and adding links
    • Internal links, external links, anchor links, and links to digital assets

2. The WordPress Dashboard

Together we can take a closer look at the functions of the Visual Editor (and some of its quirks).

  • Formatting headings and text
  • Removing unwanted spaces and lines using HTML ‘clean-up’ tools
  • Page layout options
  • Publishing options and statuses

3. Managing Digital Assets

The WordPress Media Library allow users to easily upload, link, and track images and documents. At drop-in we can show you how to:

  • Add/upload media files
  • Manage/organize your media library
  • Inserting assets onto web pages

4. Gravity Forms

Gravity Forms is a form building plugin used on UBCO WordPress CMS sites. Forms that are built using Gravity Forms can be displayed on WordPress pages or posts using a simple shortcode. Form entries are accessed within the plugin and can be downloaded as a .CSV file for use in Excel. Website administrators can easily set up custom confirmation emails and notifications for each individual survey. We can cover Gravity Forms with you upon request at a drop-in session.

Additional Resources for Collecting and Storing Information Online


1-on-1 and Group Training Request Form

If you are unable to attend one of our weekly drop-in training sessions or would you think you might benefit from a group training session please fill out the form below and let us know you. Once we’ve received your request one of our team members will contact you to schedule your session.

Sign up for Website Training


UBC Survey Tool (Qualtrics)

The UBC Survey Tool is a self-serve online form-builder provided by Qualtrics.com. It is an easy-to-use, top-tier survey tool platform that offers a wide range of features.

It complies with the BC Freedom of Information and Protection of Privacy Act (FIPPA), the survey data is kept secure, and is stored and backed up on Canadian servers.

It is available to all UBC faculty, staff, actively enrolled students, and sponsored guests with an active CWL account. Users can login at https://ubc.qualtrics.com with their CWL account to access the tool immediately. Before accessing the UBC Survey Tool for the first time, it is important for you to read the Terms of Use.

The UBCO IT Web Team does not offer Qualtrics training or support at drop-in. We encourage users to take advantage of Qualtrics’ 24/7 phone and email support as well as resources through their Support Centre.