Creating Monthly Reports

Monthly reports for team activities are created as Team Content. The target audience is a high-level technical reviewer, who is looking for progress in the appropriate strategic directions. There is a specific syntax to be used in some of the fields, so the automated report generation process can proceed as usual.

The following templates can be used to create monthly reports:

• Community Presence
• DIVE
• Guides
• Ontologies
• OOSTethys
• Semantic Framework
• Web Team
• Workshops
• Strategic Planning

If you prefer to create the report from scratch, please follow this syntax:

1. Login to the MMI website
2. Create a Page
3. For the Title, use this syntax: "Group Name—Month Year"
   i.e. DIVE—March 2008. (Note the em-dash, generated with opt-shift-hyphen on a Mac.)
4. For the short name, use the syntax: "groupyyyymm"
   e.g., dive200803
5. For the Short Description put short sentence about highlights. Otherwise, leave it in blank. The highlights will be compiled into the Monthly Management report (automagically) and the Technical Advisory Panel report (with minor editing), so keep them focused on the high-level accomplishments, decisions, and issues.
6. For the Group Content Filing System in the Categories section, select "Monthly Report".
7. Leave the keywords blank.
8. For the Body do the following:
   • Add one to three sentences highlighting progress in your team.
   • Put a line containing <!--break--> . This indicates the break between the summary and the longer description.
     Note: The break can not be inserted into the page while you are in "rich-text" editing mode. The break is essentially html code that must be inserted only after you have clicked "disable rich-text," which is located directly under the Body section. (Note: John only sees the 'html' icon at the top of his wysiwyg text editor—it's 4th from the right in the last row, with '<>' in it.)
   • Complete the body field with additional material describing whatever information you want to capture for posterity about your team's progress. ( 2 - 3 sentences)
9. In the Body area, use in-line HTML links (e.g., an -a href- tag surrounding normal text) as desired. You may also add as many explicit links as you want in the Related Links section toward the bottom of the form.
10. Tag the page with the appropriate Group (use the Audience keywords, available under the Groups header).
11. In the URL Parent Section, specify the following in the dropdown menu(s):
    community > teams > team_shortname > monthlies
12. In the MMI Doc Workflow Section, be sure to click "Visible to anyone, submit for review".
13. In the Authoring information section , set the Authored on field to the yyyy-mm-dd corresponding to the day after the end of the month.
14. Publish the page by clicking submit!