Manage your Portal's Carousel
Your organization can provide information on its corporate culture and compliance programs directly from your application's portal. System administrators can configure a rotating carousel of images and text to ensure your portal aligns with your organization's branding and build trust with those reporting serious incidents or concerns.
Portal Carousel Examples
You can use a portal carousel to:
- Add more branding to your portal, including logos, graphics, and brand styling.
- Provide more information about specific compliance programs, including health and safety, security, financial, etc.
- Set the tone from the top to affirm your commitment to a safe and ethical workplace.
If there are multiple slides, the carousel will automatically transition to the next slide every 20 seconds. Portal users can also use the manual controls to go to the next or previous slides and pause or resume auto-play.
To review all slides in your portal carousel, select the “Portal Carousel” option on the System tab in Settings.
Maximum Portal Carousel Slides
You can have a maximum of 20 active slides in your portal carousel.
Add a Slide
To add a slide to your portal carousel:
1. Navigate to the Portal Carousel page under the System tab in Settings. Click the Add Slide button.
2. In the New Slide form, you can configure the slide's details and content. In the first section, complete the following fields:
- Name: enter a name for the slide. This name will not be shown on the portal.
- Language: states the language currently selected for the slide. If your application has multiple languages, you must add a slide in your application's default language first. Then, edit the slide to enter content in another language.
- Show on External Portal: toggle to display the slide on your external portal. To show a slide on the portal, you must also activate it.
- Slide Order: enter a number to indicate how to sort the slide in the carousel. If you do not set the slide order, slides will be displayed based on the date they were created, with the oldest created date show first.
3. In the Content section, you can use the following fields to configure the image and text that will be shown on the portal. You do not need to add all content types to a slide, but it must have at least one of the following types before you can activate it: image, title, description, or footer.
| Field | Description | Limits |
|---|---|---|
| Image | Upload an image to display in the slide. Case IQ will scale the image to fit the carousel's maximum height of 300 pixels. | Maximum 5MB Supported file formats: .jpg, .jpeg, .png, .gif, .bmp, and .tiff. |
| Image Alt Text | Enter a brief description of the image for those who cannot see it. | 255 characters. |
| Title | Enter a title to display with the slide. If you add an image to the slide, the title will be displayed beside it. | 60 characters. |
| Description | Enter supporting text to display below the title. If you add an image to the slide, the description will be displayed beside it. | 255 characters. |
| Footer | Enter additional supporting text to display below the title and description. If you add an image to the slide, the footer will be displayed beside it. | 60 characters. |
Slide Content Layout
The slide's image will be on the left side of the slide, while its text will be on the right side.
If you do not add an image to the slide, the title, description, and footer will be centered on the slide.
4. When you are finished adding content to the slide, click the Save button.
5. In the "Save Slide" pop-up, you can choose to either:
- Save and activate the slide immediately. If you set the slide to "Show on External Portal", the slide will now be displayed on your application's portal.
- Save the slide without activating it. This means the slide will not be displayed on the portal yet.
After saving the slide, you can click the Preview button on the slide's page to see what it will look like on your application's portal.
Show Slide on Portal
To show a slide on the portal, you must:
- Activate the slide.
- Set the slide to "Show on External Portal".
You will not see the slide on your portal unless it is both active and set to show on the portal.
Preview the Portal Carousel
You can see what the carousel looks like for reporters from the Portal Carousel page, so you do not have to open another browser to check it out on your portal. You can only preview slides that are currently available on the portal, meaning that they are active and set show on the external portal. However, you can preview individual slides before activating them from the slide's page.
Click the Preview External Portal Carousel button on the Portal Carousel page to see all active slides.
If there are multiple slides, you can let the carousel automatically scroll through the slides or use the arrow buttons.
Edit a Slide
You can update a slide's details and content from the its page.
1. On the Portal Carousel page, click the slide you want to edit.
2. If your application has multiple languages, use the "Language" field on the slide's page to select the version of the slide to edit.
3. Click the Edit button on the slide's page.
3. The slide's page will now be in edit mode, so you can update the slide's details and content.
4. When you have completed your changes, click the Save button.
Activate or Deactivate a Slide
You can deactivate a slide to temporarily hide it from the portal carousel and reactivate it later as needed. If you import slides into your application, they will be set to “inactive” by default, so you can use the following steps to activate them.
To activate or deactivate a single slide:
1. On the Portal Carousel page, click the slide you want to activate or deactivate.
2. Click the Options (
) button on the slide's page. Then, select "Activate" or "Deactivate".
3. In the "Activate Slide" or "Deactivate Slide" pop-up, click "Activate" or "Deactivate" respectively.
4. The slide will now be active or inactive based on your selection. You can confirm if the slide is active or inactive by checking the flag below the slide's name.
To activate or deactivate multiple slides:
1. On the Portal Carousel page, select the checkbox beside each slide you want to activate or deactivate.
2. Click the Activate or Deactivate button in the grid header.
3. In the "Activate Slides" or "Deactivate Slides" pop-up, click "Activate" or "Deactivate" respectively.
4. The slides will now be active or inactive based on your selection. You can check the "Active" column to confirm if the slide is active or inactive.
Maximum Slides
You can have a maximum of 20 slides in your application.
Delete a Slide
If you need to permanently remove slides from your portal carousel, you can delete them from the Portal Carousel page or from a slide's page directly.
To delete a single slide:
1. On the Portal Carousel page, click the slide you want to delete.
2. Click the Options () button on the slide's page. Then, select "Delete".
3. In the "Delete Slide?" pop-up, click "Yes, Delete".
To delete multiple slides:
1. On the Portal Carousel page, select the checkbox beside each slide you want to delete.
2. Click the Delete button in the grid header.
3. In the "Delete Slides?" pop-up, click "Yes, Delete".
FAQ
Can I save slides before publishing them?
Yes, you can save slides as inactive, so they will not appear on the portal. When saving a new slide, click the Save as Inactive button on the "Save Slide" pop-up.
Can I preview how the carousel looks on the portal?
Yes, you can preview the carousel on the Portal Carousel page (see Preview the Portal Carousel section of this article). However, when you preview the entire carousel, you will only see slides that are active and set to “Show on External Portal”. You can preview individual slides before activating them from their pages.
Is the Portal Carousel optional?
If you do not have any active slides, the portal carousel will not be shown on you external portal.
How do I manage slides when our organization uses multiple languages?
When you add a slide, it will be in your application's default language. The system will duplicate that content to create a version of that slide in each of your application's other languages. However, the system cannot automatically translate the content, meaning it will still be in the original language. You must edit the slide and update the content for each language. See the Edit a Slide section of this article for instructions on updating a slide's content.
Why can't I activate a slide?
Make sure the slide must has at least one type of content in each of your application's languages before you can activate it. For example, if your application has two languages, English and French, you must add an image, title, description, or footer to a slide in both languages.
