Knowledge Base/Official Insight Help/Forums, Chatter and Social Networking

Discussion Forums Introduction

Justin Ruffell-Ward - Insight Support
posted this on December 10, 2010 15:44

Discussion forums are an great way of allowing your community to discuss topics with each other, make announcements or present requests. This guide shows you how to create a topic-based discussion forum and perform the role of a ‘moderator'.

Editing existing Forums

Some forums will have been created when your web site was setup. To view the existing forums on your web site follow these instructions:

  • If you haven’t logged into the web site already, do so now. Click the Login link at the top of the home page and enter the login name and password as supplied. 
  • Once you have successfully logged in, select the Forums option located beneath the Home navigation menu option.
    menuforums
  • You should now be viewing the Forums homepage which lists all the Forums you have access to on your web site. Note each forum is listed under the group where it's located.
  • To edit the properties of an existing forum first locate the usergroup group folder, in the web office, that the forum is located within (see above to find out the group where it's located).
  • Once you've located the group, select the Forums tab to display the current list of forums in this group. 
  • Click the tasksbullet Edit details of the forumname forum task at the bottom of the work pane.

The forum details will now be displayed. Review these details and decide if you wish to modify or delete the forum. These can be achieved as follows:

  • To edit the details of the forum change the title and description details appropriately. The security options allow you to select who can see the forum and who can contribute; for each group of people using the web site select whether the forum is hidden, or if the group will have read only (can view posts), or read and write (can view and contribute posts) access.
  • To delete the forum from the web site (including any existing messages in the forum) select the tasksbulletDelete the forumname.

Creating a new forum

  • If you haven’t logged into the web site already, do so now.  Click the Login link at the top of the home page and enter the login name and password as supplied.
  • Once you have successfully logged in, click the web office link at the top of the home page.

    Every forum belongs to one of the group folders on your site; some forums are intended for use by the whole organisation (for example, “chat”, “community needs”, and “announcements”) and so they should be located in a group used by the whole organisation. Other forums are intended for use by a specific group and so they should be located in that group.  The forum itself shouldn't be a question; instead it's a broad subject area that numerous topics of discussion can then be posted within e.g.the Forum might be called "How do I?" and a topic of discussion under it might be" how do I create a forum".
  • Select a usergroup user group where you would like the forum to be located.
  • Select the Forums tab to display the current list of forums in this group.
    Can't access the Forums tab? This will either be because you haven't selected a user group folder (the yellow folder type) or because you don't have the necessary permission. Contact your site administrator to request the Forums & Chatter permission.
  • Click the tasksbullet Add a forum to the groupname group task at the bottom of the work pane.
  • Enter the details of the new forum as seen below:

    forumedit
  • The security options allow you to select who can see the forum and who can contribute; for each group of people using the web site select whether the forum is hidden, read only, or read and write.
  • Finally, click the create forum button. The list of forums above will be updated shortly afterwards to include your new forum.

The Forum Moderator

At the bottom of each forum on your web site is a list of moderators – a list made up of all those people who have the forums and chatter permission for the group where the forum is located. Although new contributions to a forum appear on the web site immediately, any message which is considered inappropriate or offensive can be abusive flagged by anyone who is logged into the site as “abusive”; the message will be removed and can only be re-instated after it has been reviewed by a moderator. Moderators therefore have the final “say” over which messages can (and cannot) be published in a forum.

In the web office groups which contain messages which have been flagged as abusive are marked with the abuse  symbol in the site manager area of the navigation pane.

To review an abusive message

  • Click on the usergroup group folder in the navigation pane marked by the abuse symbol.
  • Select the forums tab in the work pane. A list of forums will be displayed shortly afterwards.
  • The thread that has been marked as abusive will appear in the moderation queue with abuse symbol. Click the comment to display the entire contents of the message.
    • If the message requires minor changes before it can be released, clcik edit and modify the text as necessary.
    • If the message requires no change before it can be released click the approve button.
    • If the message needs to be removed entirely click the delete message button.

tipTips

  • Review the current forums on the web site before adding any others. See the Editing existing Forums section above for details of how to achieve this.
  • Take care to create a new forum in the appropriate group and then set the security settings correctly so only the relevant people will see and be able to post into the forum.
  • Post some topics of discussion in your forums either from the web site or from within the web office to get the conversation rolling. Once users are confident in posting messages then your community will contribute the topics of discussion.
 

Comments

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Alan Hewlett

how do you post stuff like youtube vids into a forum?

June 15, 2011 11:56
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Justin Ruffell-Ward - Insight Support
Endis

You can't embed a youtube video in a forum but you could add a link to the youtube location where it's hosted. You Tube videos can be embedded in articles using the media component.

June 20, 2011 10:19
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Jennie Cloherty

I don't seem to have the Security options as seen on the image above when I set up a forum - why is this?

July 20, 2011 13:35
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Justin Ruffell-Ward - Insight Support
Endis

The security options have changed a little since this was posted. Once you've added the forum, select it and then you can select the task "Change comment security settings for the forum" if you wish to override the default security settings.

July 20, 2011 14:32
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Jenny Bond

We're using the Forum facility, as a staff, to compile an annual report. Is there a way of downloading the various comments or do we have to copy and paste into (for example) Word?

July 20, 2011 20:05
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Jenny Bond

It would also be really helpful if we could keep the discussion topic lists in alphabetical order and edit the topic subject... Not crucial, but it would be helpful.

July 20, 2011 20:06
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Justin Ruffell-Ward - Insight Support
Endis

There isn't a way to download the forum comments. I wonder if a form would be better for what you trying to achieve.

July 21, 2011 09:39
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Jenny Bond

No, because we want everyone to see what everyone else has written so that we get ideas from each other. At the end of the process, we'll just have to copy and paste -- I presume forum comments don't automatically disappear after a certain time?!

July 21, 2011 10:30
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Justin Ruffell-Ward - Insight Support
Endis

Forum comments don't have a time limit.

July 21, 2011 10:57
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John Williams

Am I able to embed a forum group into another standard page? Just so people don't go straight to the all forums tab in the home section of the site. (I'm trying to encourage people to use the whole site!)

Cheers John

January 17, 2012 21:14