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How to guide

Discussion in 'Welcome lounge and forum help' started by TES_Rosaline, Sep 10, 2015.

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  1. TES_Rosaline

    TES_Rosaline Administrator Staff Member


    I thought it would be a good idea to put together a very rough user’s guide to the new platform. I hope this will help you to navigate the forums and get used to the software.


    First thing to help you get used to the new platform, I should point out that some terminology is different and it might be helpful to remember the following:

    Messages - Any time you see this on the site it refers to posts.

    Discussions - This refers to threads


    – These are private messages.

    Currently, you can access your conversations via the drop-down menu on the top right-hand side of the navigation bar. You need to click on your username to open the menu page.


    Watched Forums and Watched Threads– This is a version of your hotlist. You can mark forums and threads that you wish to ‘watch’ or follow to see if there have been any new posts or threads in the forums and threads that interest you.


    Alerts- You'll see an 'alerts' menu at the top right of the page when you're signed in (under the link for conversations). Here you'll see notifications on threads and forums you're watching, and you can manage your alert preferences from here.


    Structure of the forums

    To help you navigate the forums I thought it would be good to explain how the new structure of the forums works.

    Don't forget you can use the 'jump to' link or use the search function to find the forum that you want.


    Parent and child forums - Currently, there are seven parent forums:





    Whole school

    Home time

    Scotland and Wales

    Each of the parent forums contain ‘child’ forums or ‘sub-forums’. For example, in the parent forum Staffroom you will find the following child forums:

    Welcome lounge and help

    Education news

    Workplace dilemmas


    Career clinic

    In Whole school you will find the following forums:



    Ofsted Inspections

    Pay and conditions

    Professional development

    School trips
  2. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    How to View Threads

    Click on any forum title to view the threads in that forum. You'll see the name of each thread, who started that thread and when, the number of replies and views, and the name of the last contributor to the thread (and when that contribution occurred).

    Click on the name of the thread to be taken to that thread. You can also view the pages in the thread, and click on any of those to be taken directly there. Click 'Mark Thread as Read' if you do not want that thread to appear in bold.

    To change how the list of threads displays, use the Thread Display Options menu at the bottom of the list. This will allow you to sort threads in ascending or descending order, by number of replies, latest message time and other criteria.

    By default, the posts within a thread will show in ascending order (oldest at the top, newest at the bottom), with the post reply box at the bottom of any thread page.
  3. TES_Rosaline

    TES_Rosaline Administrator Staff Member

  4. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    How to Start a Thread

    To start your own thread, go to any forum and click the blue 'Post New Thread' button.


    You can then add a thread title and add content to the first post and click Create Thread. You can choose whether to watch a thread and receive email notifications when there are new responses.


    PLEASE NOTE: All new members' posts are pre-moderated. This means that any new threads or posts submitted will be read and approved by a member of the Moderation Team before they are published.
  5. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    How to Add a Post in a Thread

    Adding a new post to a thread is very similar to creating a thread, except you don't create a thread title first. Simply go down to the bottom of the thread and you'll find a Post Reply box. The More Options button allows you to preview the post and sign up for thread notifications.



    PLEASE NOTE: All new members' posts are pre-moderated. This means that any new threads or posts submitted will be read and approved by a member of the Moderation Team before they are published.
  6. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    How to quote other users’ posts

    If you're in a thread and want to reply specifically to another user's post, use the 'Reply' link at the bottom right of the post. This will start a new post with that user’s post quoted (this is the default in the software which is specifically designed with the reply and quote function). You can then add any additional information you want and submit your reply.


    You’ll also be happy to know that if you highlight any part of another user’s post, a small pop up box with the word ‘Reply’ will appear. This gives you the ability to quote the highlighted part of the post. Click ‘Reply’ and you’ll see that section quoted in the text box.


    You'll also notice that there is another button that appears in the pop up box - +Quote.

    This is the multi-quote function and works in the same way as the reply button. Just highlight the section you want and click on the +Quote button and repeat this action as many times as you want in a thread - or even across forums - to quote numerous users before responding to their specific points.

    So, you need to highlight the text and click the +Quote button


    You should see this message:


    Repeat the process for every quote and then click on the insert quotes button:


    A pop up box will appear listing the quoted texts and the usernames:


    Click the 'quote these messages' button and the quoted texts should appear in the reply box:

  7. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    How to Start a Conversation with another member (or members)

    If you want to have a private conversation (PM) with another member (or members), you can do it two ways:

    Via the drop-down menu

    You can access the drop-down menu by hovering over your username in the top right-hand side of the top navigation bar.

    You should see Conversation listed in the menu.


    1. Click the link that says Start a Conversation.

    2. Add participants by typing their usernames; matching names will auto-populate as you type.


    3. Create a conversation title (subject line) and your message. You'll have access to the same tools as you have when creating posts. You can give conversation participants the ability to invite others, if that's something you want.

    You can currently start a conversation from a thread

    1. Click on a user's name within any thread.
    2. On the resulting profile pop-up, click on Start a Conversation.


    To follow existing conversations, check your Inbox.

    You can change the settings for who can start a Conversation with you by going to your profile and then 'Privacy' and scroll down to the 'People Who May...' section.

  8. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    Posting an image or video

    If you want to upload a picture from the internet then click the image icon (next to the emoticon icon). A pop up box will appear. You just need to fill in the URL box and click insert and your image will appear in the reply box. Go through the same process if you want to embed a video. Click on the media (film reel) icon and a pop-up box will appear. Fill in the box by entering the URL from the list of sites that you can embed video from such as YouTube, Vimeo and Facebook. Click the ‘Embed’ button to upload the video.

  9. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    Uploading an image from your computer

    If you want to upload a picture from your personal files then you need to click the ‘Upload a File’ button. You can select the image you need. Another box will appear below the reply text box with information about the image you have uploaded. You can select whether to use the image as a clickable thumbnail image or use the full image in the post.
    rene talliard and anon8701 like this.
  10. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    Tagging members

    There is a very handy alert system to let another person know that you have asked them a question, responded to a comment or query. You can tag another member or several members. All you have to do is use the @ sign followed by the username. A pop up box will appear with the username that you are typing out and if it is the correct user you want to tag then click on the box. The rest of the name will automatically appear. This will send an alert to the person that you have mentioned once you have posted the message. The alert will appear in the drop-down menu.

    The icons at the top of the reply box are as follows (from left to right):


    Text colour
    Font size
    Font family
    Unordered list (Bullet points)
    Ordered List
    Insert (quote, strike-though, code etc)
    Draft (save or delete draft)

    I think this covers the basic tasks that you might need in the forum. I don't want to bombard you with too much information at the moment. Have a play around and let me know what you think.

    Please start another thread to give me your feedback on the user's guide and other things you think would be helpful to know about. I'll post more information about the features and with your suggestions I can produce a more comprehensive user's guide to help with the transition to the new forum.

    Thank you.
    Last edited: Sep 10, 2015
  11. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    Uploading Avatars

    You can upload you avatar by going to your user profile.

    Click on your username in the top right-hand corner of the page:


    A drop-down menu will appear:


    You need to click on the Your Profile Page link. You should see your user profile page and click on the Edit my profile button:


    You should see a camera icon at the bottom of the current avatar on the left-hand side of the page:


    Click on the camera icon. A pop up box should appear. There are three icons on the side of the pop-up box and select the icon which you need to upload the image you want from a computer, camera or link. For example, if it's from your computer click on the choose a local file blue button to select a picture on your PC:

  12. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    Deleting a private conversation from your inbox

    In your private conversations inbox you will see blue dots (which indicate new conversations) and empty check boxes next to them. Your inbox should look like the screen grab below:


    To delete a conversation: use your cursor to click inside the empty check boxes next to the message you want to remove. The check box will be filled with a tick and the conversation will be highlighted in yellow:

    Highlighted conversation.jpg
    The pop-up box contains up and down arrows (down arrow first and up arrow second) which allows you to move up and down the list of conversations in your inbox:


    The pop-up box also contains the number of selected conversations - you can select more than one conversation; a check box to select all private conversations; a 'Go' button; a 'X' button to remove the pop-up box; and a 'Other Action' drop-down menu.

    If you click on the small down arrow next to 'Other Action' a drop-down list will open. This list contains the following actions: Leave Conversations, Mark Conversations Read. Mark Conversations Unread, Star Conversations, Unstar Conversations, Deselect Conversations and Close this Overlay:

    Drop-down menu 2.jpg

    Once you have clicked on the conversation you want to remove from your inbox, select 'Leave Conversations' in the drop-down menu and and click the 'Go' button in the pop-up box:

    Drop-down menu.jpg

    A pop-up box will appear listing two options to leave a conversation:
    Pop-up box to delete a conversation.jpg

    The default option allows you to delete the current conversation but to accept future responses in the future, which means the conversation will be restored in your inbox when a new message is added to the conversation.

    The second option allows you to ignore all future messages, which means you will not be notified of any future responses and the conversation will remain deleted.

    Please can you make sure that you select the right option and click on the 'Leave Conversations' button:

    Pop-up box.jpg

    The conversation will be removed from your Conversations page.

    Attached Files:

    rene talliard and Didactylos4 like this.
  13. TES_Rosaline

    TES_Rosaline Administrator Staff Member

    How to check your alerts

    You can check/see the list of your latest alerts by opening the drop-down menu by hovering your mouse over your avatar in the top right-hand corner of the navigation bar:


    Click on the Alerts link in the drop-down menu to open the latest alerts page:


    The latest alerts page will open listing all the new activity relating to the threads or forums you are watching:


    You should be able to see when a member has started a new thread; mentioned you in a thread; replied to a thread; quoted your post in a thread or liked your post in a thread:




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