DHCS WordPress Training Guide

• WordPress Training Guide
• Why the Change?
• WordPress Basics
• User Roles
• Access & Navigation
• Creating & Editing Pages
• Workflow Stages
• Uploading Files
• Adding Links
• Create an Event
• Structuring Pages (Parent/Child)
• Final Exam
• Tips & Best Practices

This guide helps you transition from SharePoint 2016 to WordPress for managing DHCS.ca.gov content.

Table of Contents

1. Why the Change? – Explains why DHCS moved from SharePoint to WordPress and key benefits.
2. WordPress Basics – Overview of front end vs back end, admin bar, and dashboard, WordPress revision process vs SharePoint locking model, What blocks are and how to use them (Paragraph, Heading, List, Table).
3. User Roles – Roles and permissions: Contributor, OC Web Team, CDO Reviewer.
4. Access & Navigation – How to log in, use the Admin Bar and Admin Menu, and navigate to the Content Hub—your central dashboard for filtering, searching, and managing content.
5. Creating & Editing Pages – Steps for adding pages and using the block editor.
6. Workflow Stages – Describes the lifecycle of a page or file as it moves from initial submission to Approved.
7. Uploading Files – How to add files, metadata, compliance checklist, and get permalinks.
8. Adding Links – Linking files and pages using buttons or text.
9. Create an Event – Steps for adding events, required fields, and button options.
10. Structuring Pages (Parent/Child) – How to organize pages hierarchically for breadcrumbs and navigation.
11. Final Exam – Hands-on exercise covering pages, files, links, events, and workflow.
12. Tips & Best Practices – Accessibility, link checks, clear titles, and workflow reminders.