How to Add Navigation to Group Reports

Group Reports can be used to create and display articulation agreements and transfer guides between two institutions within the TES® Public View. This article provides an overview of how to add anchors to these reports in TES. Anchors allow users to easily navigate between sections of a report. See Anchor Navigation Demo for a preview of the end result. 

Anchors can be added as Groups and Group Reports are being created or added later through editing.

Overview

Within the context of a webpage, anchors provide a means to insert an HTML link that will navigate users to a specific area of that page. Anchors contain both a:

• opening attribute    <a>
• closing attribute     </a>

Heading Anchors

The first step in establishing navigation is to create a Heading anchor in a Group Name or Public Note. 

• Placing the anchor within Group Name will cause the browser window to scroll to the Group Name, which is located above the Public Note text and list of equivalencies.
• Placing the anchor within the Public Note will cause the browser window to scroll to the Public Note. This may cause the Group Name to be hidden.

When adding a Heading anchor, there are six levels to choose from, in order of decreasing size. Heading 1 would appear the largest, and Heading 6 the smallest.

Header anchors would be created by surrounding Heading text with an opening attribute <H#> and a closing attribute </H#>, as shown in the below illustration. Size, spacing, and appearance are controlled by each website's Cascading Style Sheets (CSS), so this illustration is representative.

Adding ID parameters between anchors names the links:

• Use the following format:
  • <H#> ID="NAME"></H#>

Labels can also be added between the attributes:

• Use the following format:
  • <H#> ID="NAME">Label</H#>

These labels will be used below:

Add Anchors to Groups

To add an anchor as you are creating a group:

1. Go to Match.
2. Select Equivalency Manager.
3. Enter the name of the transfer institution in the INSTITUTION SEARCH field.
   • Toggle the Non U.S. Schools or All radio buttons to search for institutions outside the United States.
4. Select Search or press Enter.
5. Select the arrow to the left of the institution's name.
6. Select Groups.
7. The Equivalency Groups screen will appear. Select + Add Group.
8. The ADD EQUIVALENCY GROUP pop-up will appear. Enter the Group Name.
9. Add an anchor to the Group Name, if desired. 
   • Use the following format: 
     • <H#> ID="NAME">(text)</H#>
       • To make the Header bold: 
         • <H#> ID="NAME"><B>(text)</B></H#>
       • Example: <H5 ID="MATH"><B>MATHEMATICS</B><H5>
   • Make a note of the ID used, as it will need to be referenced later.
10. If you want the Groups to be displayed in the Public View, select the Public View Display? checkbox. 
    • Whether this box is checked will not have an effect on the visibility of the Groups within the Group Report.
11. Add an anchor to the optional Public Note, if desired.
    • Use the same format as above.
      • Example: <H5 ID=''MATH''></H5>
    • Make a note of the ID used, as it will need to be referenced later.
12. Add an optional Private Note, if desired.
13. Select Submit.
14. Find/Add Equivalencies to the group.
    • See Groups (Adding a Group With Equivalencies).
15. Repeat as needed.

To add an anchor to an already existing group:

1. Select Groups.
2. Select the arrow to the left of the GROUP NAME.
3. Select Edit Group Header.
4. Return to the instructions above, starting at Step 9.
   • Steps 10, 12, and 14 can be skipped.

Add SubHeader Text to Group Reports

Once Group Name or Public Note anchors have been created, they must be connected to the SubHeader Text within the Group Report Header. To do this while creating the Group Report: 

1. Return to the GROUP/REPORT LIST.
2. Select + Add Report.
3. The ADD GROUP REPORT screen will appear. Enter the Group Report Name.
4. Check the Public View Display? box to display the report in the Public VIew.
5. Enter the SubHeader Text.
   • The example below includes optional HTML tags: 
     • <big>text</big> - increases the font size by one
     • <u>text</u> - the text will appear underlined 
6. Select Submit.
7. Add Groups to the report by selecting the blue + to the left of the GROUP NAME.
8. Go to Manage.
9. Select Public View Management.
10. Select the Preview button next to the right of the SHARE/EMBED URL.
11. Select the GUIDES link (or Report Link Text) for the institution.
12. Select the EQ GROUP REPORT name.
13. Select the full URL (web address) in the browser bar.
14. Copy the URL.
    • Select Ctrl+C or right-click and select Copy.
15. Public Note and Group Report SubHeader Text have character limits. Group Report links can be lengthy; this is necessary to protect against screen scrapers and bots. 
    • To simply the URL, jump to Shorten URL before proceeding to Step 16.  This will allow for additional text within the character limit.
    • Otherwise, proceed to Step 16 if using the TES URL.
16. Navigate back to the Group Report:
    • Go to Match.
    • Select Equivalency Manager.
    • Enter the name of the transfer institution in the INSTITUTION SEARCH field.
      • Toggle the Non U.S. Schools or All radio buttons to search for institutions outside the United States.
    • Select Search or press Enter.
    • Select the arrow to the left of the institution's name.
    • Select Groups.
    • Select the arrow to the left of the GROUP REPORT NAME.
17. Select Edit Group Report Header.
18. To create a means for viewers of the Group Report to "jump" back to the top of the report, add a Header.
    • Use the following format:
      • <H6 ID="TOP"></H6> (text)<br>
      • Example: <H6 ID="TOP"></H6> Select a label to jump right to that group (or scroll up and down the page):<br>
      • <br> adds a break between lines
19. Add the anchor references (a href=...) to the SubHeader Text.
    • Insert the TinyURL or full TES Group Report URL, ID, and Group Name.
      • If inserting a Tiny URL, use the following format (the ID is already referenced in the Tiny URL):
      • <a href="(TinyURL)"><b>Group Name</b></a><br>
      • If using the full TES Group Report URL, use the following the format:
        • <a href="(URL)#ID"><b>Group Name</b></a><br>
    • Repeat, listing each anchor reference underneath the other.
      • If using Tiny URL, separate URLs will need to be created referencing each #ID.
20. Select Submit.

To add the Subheader Text to an already-existing Group Report, start at Step 16 above.

Add Anchor Reference to Public Notes

If an anchor was created to navigate users back to the top of the Group Report, the TES Group Report URL (or a TinyURL of it) should be added to each Group in the Public Note text. 

1. Select GROUP/REPORT LIST in the breadcrumb trail.
2. Select the arrow to the left of the GROUP NAME.
3. Select Edit Group Header.
4. Add the anchor reference to the Public Note:
   • Use the following format:
   • <small><i><a href="(URL)">Return to list</a></i>
   • If using TinyURL:<small><i><a href="(https://tinyurl.com)">Return to list</a></i>
   • <small> makes the Return to List link smaller than other text. <i> italicizes it. This styling is optional.
   • If a Public Note already exists, insert this text above it and add <br> it to create a line break.
5. Select Submit.
6. Repeat until added to each Group.

Verify Navigation

To ensure the navigation is working correctly, preview the Group Report in multiple browsers:

1. Open the browser window.
2. Paste the Group Report URL into the Address Bar
3. Verify the labels are appearing within the SubHeader Text.
   • Select each label and confirm it jumps to the section of the report.
4. Verify the Return to list links appear under each Group Name.
   • Select each link and confirm that it returns the user to the top of the report.

Addendum

Shorten URL 

TinyURL is a free service that does not require an account for basic use. However, creating a free account allows for the tracking of TinyURLs utilized in Group Reports.

1. Go to TinyURL.com.
2. Where it says "Enter a long URL to make a TinyURL", paste the TES Group Report URL.
3. Add the # and ID name from the Group to the end of the URL.
   • Example: #MATH
4. Select MakeTinyURL!
5. If desired, the TinyURL can be renamed. Renaming them will help organize and keep track of how they are applied to Group Reports:
   • Select My URLS on the right side of the screen.
   • Follow the instructions to create an account, if not signed in.
   • Under the URL, select Rename.
   • Replace the highlighted text.
   • Select the green check mark.
6. Copy the Tiny URL. 
7. Proceed back to Step 16 above (Adding SubHeader Text to Group Reports).