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​​​NOTE: If you want to setup a large review/workshop site go here.

There are many different kinds of reviews and some may require adjustments to the following setup.  No problem.

  • Go to https://web.fnal.gov/project/LBNF/ReviewsAndAssessments/SitePages/Reviews,%20Workshops,%20Meetings.aspx and login with your services account
  • Go to Site contents
  • click the ‘new subsite’ button beneath the list of apps (need Full Control access to be able to do this)
    • Title - the title of the review
    • URL Name - copy the title into here.  you must replace any back or forward slashes or other special characters with an underscore or dash.
    • everything else remains the same (Team Site is default; keep it)
    • Click the ‘Create’ button
  • Remove the ‘Get started with your site’ by clicking ‘REMOVE THIS'
  • Edit the page
  • Remove the ‘Site Feed’ web part
  • Remove the 'Documents’ web part
  • Click the 'Text Layout' button the on ribbon and select the format for the page that you want.
  • Save the page
  • Remove all links in the left hand navigation except ‘Home’ and add review related links (this procedure is now simplified and can be done on the page itself. Anne)​
    • Select ‘Site Settings'
    • Select ‘Navigation' (under the Look and Feel heading)
    • Scroll to the bottom of the page
    • Click a link under ‘Current Navigation’ that you want to remove
    • select the ‘Delete’ button that appears above the links
    • do this for all links you want to remove
    • Click the ‘Home’ link in the Navigation editing box
    • Select ‘Edit’ from the area just above the links
    • Change ‘Home’ to ‘Review Home'
    • Click ‘OK'
    • if this review is at Fermi, add the following link to the Current Navigation
    • Click ‘Add Link’ from the area just above the links
    • Title - Request Assistance
    • URL - mailto:lbnf-communication@fnal.gov?subject=Request Assistance for <enter review name here>
      • change the <enter review name here> to something that uniquely identifies this review.
    • Click ‘OK'
    • Request Assistance should be at the same level of indent as General Information and the last link on the list. If not, click either Move Up or Move Down to get it there.
    • click ‘OK’ at the bottom of the page
  • Go back to the review page by clicking the Review Home on the left hand navigation
  • Insert the list of reviewers/attendees (the location/formatting of this should be adjusted to meet the needs of the review)
    • Edit the review home page
    • put your cursor in the bottom right boxed area on the page. (or elsewhere if you have selected a different text layout)
    • Type the title for the list of people you will add (for example Reviewers or Attendees
    • Make this a Heading 2 Style type
    • Hit carriage return
    • Select Insert from the ribbon
    • Select Table from the ribbon
    • Select one column if all you have is a name. Two columns if you have other information to enter for each person
    • Select as many row as you can or as many people as you have.  you will add rows later
    • Select the Design tab above the ribbon
    • Unselect the ‘Footer Row' if it is checked
    • Put your cursor in the first row, type the first name 
    • Continue in a new row for each person
    • You can adjust the width of the columns under the ‘Table Layout’ tab in the ribbon
    • To add a row put your cursor in the last row, if needed
    • Select ‘Insert Below’ from the ribbon as many times as you need
    • Save the page
  • Insert the general review information
    • Edit the review home page
    • put your cursor in the top boxed area that spans the whole page
    • Enter the dates of the review
    • Make this a Heading 1 Style
    • on the next line, enter the location of the review
    • Make this a Heading 2 style
    • Add links to the Charge (if known) and other introductory review documentation in the middle of the page, for reviewers to find.
    • Add text for the Final Review Report in the same place.  The text will change to a link once the report exists.
    • Save the Page
  • Create the Agenda
    • Select the Gear in the upper right hand corner
    • Select Add an App
    • Scroll to the bottom of the page
    • Click the right facing arrow next to the 1-16 to go to the next page of Apps
    • Do this until you get to the page with the app ‘LBNF Small Meeting Agenda'.
    • Select that App
    • Name - Agenda
    • Click the Create button
    • Click the Agenda App now appearing in the Site Contents page
    • Select the List tab in the ribbon
    • Select List Settings in the ribbon
    • Select ‘Item’ under ‘Content Types'
    • Select ‘Title'
    • Select ‘Hidden’ under ‘Column Settings'
    • Select ‘Ok'
    • Click the 'Settings' heading at the top of this page to go back to the general settings page
    • Change the default day for the Agenda items to be the first day of the agenda
      • Scroll down to where the columns are listed
      • Click on the "Start Time' column
      • Under 'Default Value' enter the day of the review you want to be the default
      • Select 'Ok'
  • Add the agenda page
    • Select the Gear in the upper right hand corner
    • Select Add a Page
      • New page name - Agenda

    • Click Create
    • If the meeting will be accessible with zoom cut and paste the following zoom information onto the top of the page

Remote Meeting Attendance Connection Information

Dial Toll Number: +1 646-558-8656 or +1 408-638-0968

A list of International numbers are available: https://zoom.us/zoomconference?m=Ux4AV6A4t19OrB_nC23b2h3eIB5G9TnW

Enter the 10-digit Meeting ID, 630 nnn nnnn followed by “#”


    • Replace the access code above (nnn nnnn) with the access code to be used for the review
    • Add the Agenda app to the page
      • Place your cursor on the page below the zoom information 
      • Select the ‘Insert’ tab on the top of the ribbon
      • Select ‘App Part'
      • Select ‘Agenda' 
      • Click the ‘Add’ button
      • Edit the Agenda web part (hover mouse over agenda, click the down arrow on the right hand side, select 'Edit Web Part')
      • Select the ‘Review View’ in the ‘Selected View’ section
      • Click OK
      • Click OK
    • Save the Page
    • Add two web parts to this page to format the agenda nicely
      • Put your cursor at the bottom of the page
      • Click the 'Insert' tab at the top of the ribbon
      • Select 'Web Part'
      • Select 'Custom' from Categories section
      • Select 'Fermilab Hiding Group Headers' from Parts section
      • Click 'Add' button
      • Edit the 'Fermilab Hiding Group Headers' web part (hover mouse over agenda, click the down arrow on the right hand side, select 'Edit Web Part')
      • Under the Appearance section set the 'Chrome Type' to be 'None'
      • Click OK
      • Put your cursor at the bottom of the page
      • Click the 'Insert' tab at the top of the ribbon
      • Select 'Web Part'
      • Select 'Media and Content' from Categories section
      • Select 'Content Editor' from Parts section
      • Click 'Add' button
      • Edit the 'Content Editor' web part (hover mouse over agenda, click the down arrow on the right hand side, select 'Edit Web Part')
      • Under the Appearance section set the 'Chrome Type' to be 'None'
      • Paste the following link into the Content Link section near the top
      • Click OK
      • Save the Page
    • Copy the URL of this Agenda page
    • Click the Gear and select Site Settings
    • Select Navigation
    • Scroll to the bottom
    • Select Current Navigation
    • Select Add Link
    • Title - Agenda
    • URL - the copied URL of the agenda page
    • Click Ok
    • Click the Agenda link that was just created
    • Click the ‘Move Up’ item in the area above the links.  Do this until the Agenda link is just below ‘Review Home’ and not indented
    • Remove the ‘Recent’ items and header from the Current Navigation as you removed the items earlier.
    • Click OK


  • Add any documentation to the review site
    • This works differently for every instance. Most documentation is in DocDB. Here is advice on what to do
      • only a handful of documents - add links on the main review page left hand navigation as you did for the General Information.  Make a Documents heading (like General Information), place it right below Agenda, list all the links to documents indented from this header.
      • many documents (>15) - create a separate list or a separate page and list the documents on the page

  • Add the Charge to the review page
    • Go to the Review Home
    • Copy the URL to the charge document (hopefully in DocDB)
    • Edit the page
    • Put your cursor in the lower left hand box (or where you would like to add the charge link)
    • Select insert from the ribbon
    • Select Link
    • Select From Address
    • Text to Dsiplay - Charge
    • Address - the copied URL
    • Click Ok
    • Make Charge a Heading 2
    • Save the Page
  • Add the review/workshop to the list of reviews
    • Click on Review Home in the left hand navigation to get to the main page of the review
    • Copy the URL
    • Go to the main review listing at - https://web.fnal.gov/project/LBNF/ReviewsAndAssessments/SitePages/Reviews,%20Workshops,%20Meetings.aspx
    • Select ‘new item' (it does not matter which blue tab you are seeing)
    • Item - name of the review/workshop. 
    • Make Item a link to the review site just created.
      • Select the title text in the Item box
      • Select Insert from the ribbon
      • Select Link
      • Select From Adress
        • URL is the copied URL of the review site
    • Date - Dates of the review (ex June 3-5, 2015)
    • Start Date - first day of the review
    • End Date - last day of the review (there is guidance on this below the entry box)
    • Category - pick the most appropriate entry
    • Review Type - same here
    • Location - fill in location, try to make it the same as the other locations already used
    • Click Save (this will automatically add it to the LBNF Calendar)





When adding review documents to the site use the following guidelines -

  • use the username/password DocDb URL of the format -
    • http://docs.dunescience.org/cgi-bin/private/.......&asof=2016-9-16
    • where 2016-9-16 should be changed to be the first day of the review