< back to Staff Training 01 Course
Learning goals:
Please click the [ Mark Complete ] button at the bottom of this page when you’re able to achieve the following goals:
- Review and learn how to use our IBN software tools such as
- the Knowledge Base for information,
- Trello for software setup and
- Slack for communications.
- Understand at least the basics of using the WordPress Dashboard, which is the engine of our online business.
- Download and learn how to use the basic functionality in Tec-it Barcode Studio (Demo version).
Using the Knowledge Base for information:
Watch: Video 81 – How to use the Knowledge Base
This requires a Login that should be the same as for your own website | Go to internationalbarcodes.org/wp-admin/ and log in when prompted (you may see a secondary login, which requires username “bar” and password “code”) | Once logged in, click the Knowledge Base link in the header bar (if you are in Edit mode) or in the menu at the top right of the page (if you are in viewing mode) | The Knowledge Base has a Search bar and collections of grouped articles and videos down the page | How to use the Search |
Using Trello for new website setup:
Watch:
106 – How to use Trello (for new websites)
We use Trello to set up new websites | Visual boards and tasks that we (International Barcodes) and you (the Licensee) need to complete | Boards have links to videos and resources | Tasks can be marked complete | About Trello (Trello website) |
96 – How to use Trello to set up your website
Trello is easy-to-use task-management software that we use to provide Licensees with a comprehensive task list for setting up their business | Under the “Licensee To Do” column, click a To-Do Task to open it | You should see at least one checkbox sub-task / item, but sometimes many more… perform that task (which could take a while) and then tick the checkbox, which will cause the text to be lined through / crossed out | Repeat for all other sub-tasks / items | Close the To-Do Task that you’d opened by clicking the “X” in the top right corner… you’ll see that this To-Do Task is still listed in the Licensee To Do column | If you have achieved all sub-tasks in it, DRAG this task into the last column, “Licensee done” | Keep going through the Licensee To Do column to repeat the above procedure until all Licensee To Do tasks are completed |
97 – How to use Trello to EDIT your website
Overview: There are 3 columns, and you drag Tasks between them. The “Website changes to make” column has a list of Tasks to be completed… these are either essential to your website setup, or tasks that we have learned are important for your website to be effective. The standard way to use Trello is to drag your current “Website change to make” Task into the “Licensee doing” column, click to open and edit it, then once completed, drag this Done task into the “Licensee done” column |
Click a Task to open it | You should see at least one checkbox sub-task / item, but sometimes many more… perform that task (which could take a while) and then tick the checkbox, which will cause the text to be lined through / crossed out | Repeat for all other sub-tasks / items | Close the “Website change to make” task that you’d opened by clicking the “X” in the top right corner… you’ll see that this Task is still listed in the “Website change to make” column | If you have achieved all sub-tasks in it, DRAG this task into the last column, “Licensee done” | Keep going through the “Website change to make” column to repeat the above procedure until all tasks are completed |
Using Slack for communications:
Watch: 107 – How to use Slack
Direct Messaging, Creating and joining Channels | Direct-message David if you don’t have access to a Group | Demo – messaging | We encourage Licensees to communicate with each other on anything (ideas, initiatives, issues, etc) | Message multiple people simultaneously | Channels – anyone can join those with a hash key (#) but those with a padlock icon are private, by invitation | Instruction Videos channel (notifications of new videos) | We encourage everyone to join Slack on PC and Phone, and we see it as a replacement for Facebook | How to use Channels | Slack website |
Using the WordPress Dashboard:
Watch: 117 – WordPress Dashboard (updated video)
Warnings area – delete Warnings after reading (important warnings can’t easily be deleted) | Visible areas/boxes are dictated by editable “Screen Options” at the top right | Suggestions: Always show WordPress updates, WooCommerce Status (including Orders on Hold), Broken Link Checker | Click “Orders on Hold to check why they are being held up, and take various actions | Example Products page Screen Options | Example Pages Screen Options | Examples of Dashboards on other sites |
Using Tec-it Barcode Studio (Demo version):
Watch: 99 – Assessing barcodes for correctness, Analysing the barcode format from an image
When someone asks you “Is this barcode format OK?”, you need to be able to correctly assess it – Example: EAN-13 alphanumeric = NO | How to use “Barcode Studio” demo software from Tec-it to analyse the kind of barcode from a customer-supplied image | Website: Tec-it Barcode Studio download |