Instructions for the WTS TransPortal
Welcome to the TransPortal
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How to Access the TransPortal
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What is the Dashboard?
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How to Upload an Image
How to Update your Member Profile
What are “My Communities”
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Chapters
Description of Links
How to Add, Post and Upload
How to Set Up Alerts
Committees
Interest groups
Communities
What are the Banner Buttons?
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What is the Knowledge Center?
Page 17
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Welcome to the WTS TransPortal
The TransPortal, is the WTS professional networking site for members-only. As a member,
you have access to your primary chapter as well as any additional chapters, of which you are a
member. You can view chapter events, announcements, and participate in a variety of
different discussions, collaborate on projects, and engage in dialogue on different activities
with members within your chapter(s). You will also be able to upload and share documents
and pictures.
To ensure the best possible experience for all members, we have established some basic
guidelines for participation. By using the WTS TransPortal, you agree that you have read and
will follow the rules and guidelines outlined HERE.
How to Access the TransPortal
Step 1 - At the WTS Home page, login in using your WTS user name and password
Step 2 - Click “Membership” in the top right hand corner
Step 3 - Click “TransPortal” under the title “Membership” on the left navigation side bar
Screen Shot 1: TransPortal Login
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What is the Dashboard?
The Dashboard is the main landing page. It is here where you can read announcements
from WTS International and access your chapter(s), any interest groups and/or WTS
International committees you belong to, as well as the Knowledge Center’s Communities of
Practice. In addition, you can upload/view your picture and edit/view your member profile.
Screen Shot 2: TransPortal Dashboard page
To return to the main TransPortal landing page from other sites, click the arrow next your
name in the upper right hand corner and select TransPortal Dashboard.
Screen Shot 3: Returning to the TransPortal’s Main Landing Page
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How to Upload an Image
Step 1: Click “Upload Image”
Step 2: Browse files for image
Step 3: When the page refreshes, click “OK”
*NOTE* The size of the photo must be 160 pixels x 160 pixels. This is the
equivalent of a small email picture. Please resize any picture before uploading.
How to Update Your Member Profile
You can edit your job title, office phone and fax by clicking “Edit Contact” under
“Member Profile,”
*NOTE* To edit your email and mailing address, and company, you will need to
go to the “Member Center” and select “My Profile.” See “What are Banner
Buttons” for more information.
Screen Shot 4: Edit Member Profile
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What are “My Communities?”
“My Communities” consist of Chapters, Committees (only International),
Interest Groups (IGs) and Communities of Practice in the WTS Knowledge
Center. This is the “heart” of the TransPortal, “Where WTS Connects.”
Chapters
Under “My Communities,” click the + tab next to “Chapters” and the chapters
you are a member of will appear.
Screen Shot 5: My Chapters List
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The chapter logo and list of chapter officers appear on the right hand side. The main page
includes Chapter Announcements and Events, and a Member Directory, along with
“Pictures,” “Documents,” “Lists,” “Discussions,” and “People and Groups.” These areas can
be accessed by any member. Groups listed under “Sites” can only be viewed by members of
that group. For example, only the chapter officers listed on the right hand side of the page
have access to the Board of Directors site. People and Groups
Screen Shot 6: Greater New York’s Chapter Landing Page
Description of Links on Chapter Landing Page
“Chapter Officers Directory” lists all current chapter officers of the
Chapter. If you click on a name it will link you to the person’s picture
and profile information. The name originally appears in the last name,
first name format; once you click on the name it will change to first
name last name.
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“Member Directory” lists all chapter members. Once you click the link,
a list of members will appear with name, company, title and email. If
you click the name, it will link you to the member’s picture and profile
page. The name originally appears in the last name, first name format;
once you click on the name it will change to first name last name.
‘Chapter Announcements, Events and Tasks” – Chapters post
announcements and event information in this area.
Pictures/Shared Pictures – This is where you upload pictures to share
with fellow chapter members.
Documents/ Shared Documents/ Chapter Wiki – In “Shared
Documents,” you can upload and share documents with your fellow
chapter members. In “Chapter Wiki,” you can start a document others
can also edit. It operates similar to Wikipedia.
Discussion/Chapter Discussions – This is where you can post topics for
discussion among your fellow chapter members.
People and Groups – This area gives you access to members and
officers and allows you to email them by checking the box next to the
name.
“All People” gives you access to all current WTS members.
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How to Add, Post and Upload
You follow the same steps whether you are creating a new task, discussion,
announcement or event. For demonstration purposes, we are going to use
“Announcements.”
Step 1: Click on the Announcement link. Then click the drop down arrow
next to “New” and select “New item.”
Step 2: Fill in the information (title is required) and click “OK.”
Screen Shot 7: Step 1
Screen Shot 8: Step 2
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For documents and pictures, you follow these steps
Step 1: Click Shared Pics
Step 2: Click “New Folder” if you want to create a folder to upload your picture
*Note* This step is not necessary if you want to upload a picture to an existing
folder.
Step 3: Click Upload and Browse for the picture and click OK.
*Note* You also have the option to upload multiple pictures at once.
Screen Shot 9: Step 2
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Screen Shot10: Step 3
Finally, under “Actions” there are other options available to you for pictures i.e. inserting a
picture in an email or document or download pictures to your computer.
Screen Shot 11: Other Option under Actions in Shared Pictures
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How to Set Up Alerts
You will need to set up separate alerts for each category (e.g., Announcements, Shared
Pics, Shared Docs, Discussions, etc.). These steps below demonstrate how to set up an
alert for Announcements.
Step 1” To set up an Alert, you begin by selecting “Chapter Announcements,”
“Actions” and then “Alert Me.”
Screen Shot 12: Step 1
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Once you select “Alert Me,” you will be asked to provide the following information:
1. Title for the email alert subject line i.e. WTS Atlanta Chapter Announcements
2. The type of changes you want to be alerted to
3. How often you want to be alerted.
*Note* We recommend you set your alert(s) to either DAILY or WEEKLY.
Screen Shot 13: Setting the Parameters for Alerts
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Committees
Committees consist only of WTS International Committee. If you are a
committee chair or member, then you will have access to your committee via
this area. The landing page is the same as the WTS chapter pages and the
different areas function the same way as in Chapters. Only committee
members and chairs added by WTS staff to the database have access to
committee pages. Chapters can create committee sites within its Chapter
TransPortal page.
Screen Shot 14: Selecting an International Committee
Screen Shot 15: Committee Landing Page
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Interest Groups (IGs)
Interest Groups are created for specific target audiences such as Chapter
Presidents and Chapter Membership Chairs. These groups must be created by
WTS staff. If you have access to an IG, the landing page is the same as the
WTS chapter pages and the different areas function the same way as in
Chapters.
Screen Shot 16: Selecting an Interest Group
Screen Shot 17: Chapter Presidents Landing Page
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Communities
The list under Communities refers to the Communities of Practice in the
Knowledge Center you have subscribed to. (See Knowledge Center for details)
Screen Shot 18: Selecting a Community of Practice
Screen Shot 19: Communities of Practice Safety and Security Landing Page
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What are the Banner Buttons?
The Banner Buttons run along the top of all the TransPortal pages. The buttons
include: (See screen shot for corresponding letters per button):
F. “Home” – click on “Home” to take you to the WTS home page.
G. “My Chapter(s)” – click to view a listing of your chapters. It is the same listing
in My Communities/Chapters.
H. “Member Center” – This is where you can:
1) Update additional information in your profile
a. Allows you to change your “Company,” “Mailing Address”
and “Supplementary (Demographic) Information.”
2) Renew your dues online (when in your renewal period)
3) Change your WTS login password
4) View the WTS Membership Directory
a. Allows you to search for an individual member using
different criteria
5) View the WTS Leadership Directory
a. Allows you to view different directories of board members
I. “Events Calendar” – click here to go to the WTS International Calendar – This
calendar does not include Chapter events.
J. “Knowledge Center”- click here to interact and share with your fellow WTS
members on a variety of different topic areas. (See Knowledge Center for more
information)
Screen Shot 20: Banner Button Descriptions
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What is the Knowledge Center?
The Knowledge Center allows all WTS members to interact within ten communities of
practice by subscribing to the topic areas listed under “Communities of Practice.”
Screen Shot 21: Knowledge Center Landing Page
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If you are interested in joining a group, follow these steps:
Step 1: Select the topic name on the Knowledge Center’s Welcome page (see screen shot above)
Step 2: Click “Join the Group” button.
*Note* You need to be a member of a group if you want to be able to contribute to
discussions and post documents, etc. Otherwise, you only have “actions” as an option.
As a member, the page appears and functions the same way as the chapter pages.
Screen Shot 22: Click Join the Group to access the site.
Once you join a group, you always have the option of leaving by hitting the “unsubscribe” button.
Screen Shot 23: Community of Practice Landing Page
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