Preview and publish your toolkit

When building your toolkit, it is important to ensure you are following the correct procedure for toolkits in development. In general, your toolkit content should remain unpublished or hidden until you are ready to go live. The only exception is if you need to make the toolkit live for short periods for user testing.

Before you make your toolkit live, it is essential that the quality criteria questionnaire for all RDS toolkits is completed and submitted to the RDS team. If you attempt to make your toolkit live before the RDS team has reviewed compliance with the quality criteria, the RDS team will hide it from view and withdraw your permissions until the review has taken place.

Previewing your toolkit

Previewing

The bar at the bottom right of your screen will allow you to save, preview and publish your toolkit.

You can use the "Save and preview" function to check on the progress of your toolkit, and to see how it will appear on a number of devices. To do this, open your preview tab and click the "Fit browser" button in the bottom right. This will allow you to select other device types to see how it will look on various screens.

If you would like to send a preview of a toolkit page to someone to review, you can do this by taking a web capture of the preview page. Click on the "Preview website" button on the bottom right of the screen to open the preview in a separate tab.

Then, find the screen capture function on your web browser. In Microsoft Edge, you can find this by clicking the three dots in the top right, clicking "Web Capture" and then "Capture Full Page". This will allow you to generate an image file of your previewed page.

Getting ready to publish

It is best practice to leave your toolkit unpublished while you work on it, however there may be instances in which you need to publish some pages before the toolkit is complete. Before you do this, you must ensure that you've hidden the page from the website, so it doesn't appear to users.

To do this:

Go to the Page settings option associated with your selected toolkit or content page. You may need to click on the three dots at the end of the main navigation menu to see this option.

There is a choice of page settings or protection, choose page settings

There is now a list of functions to scroll down and choose to change, choose the buttons that HIDE from the app or the web:

Hide functions button
Hide from web - hides the selected page from web
Cascade hide from web- this ensures that all subpages are hidden from the web
Hide from web search - ensures that the selected page cannot be found via Search.
Cascade hide from web search - ensures that all subpages cannot be found via Search.
Hide from app
Cascade hide from app
Hide from app search
Show next/previous buttons
Show print button

You will see in the left hand navigation panel, that the name of your page is now black rather than grey. Note that you will be unable to publish a subpage unless the "parent" has also been published.

Tip

It is a good idea to make it a regular step in your work to: Create your content, save and publish your content, and then hide.

Publishing your toolkit

When your toolkit is ready to be published, you can click the arrow on the green "Save and publish" button, and select "Publish with descendants". This will then publish all of the child pages within the page you are publishing.

You will know your page has been published if its name is no longer greyed out in the left-hand column.

To publish to the mobile app, go to the "Admin" area in the main navigation menu (Note that you will need to be assigned App publisher rights to do this.) Select your toolkit and click on "build" for each section of content you want to appear in the mobile app. Note that you will need to switch off any "Hide from app" page settings before you can publish to the app.

Remember!

Remember to uncheck the options to "Hide" your toolkit once it is ready to go live.