This worksheet outlines the process required to create a website for a medical practice.

• It can be adapted for any professional consultancy, and can form the basis for comprehensive extranets.

Phase 1 - Initial Setup. Estimated time required: 1-2 hours (excluding preparation of text and graphics)

1. Set up the DNS for your domain name to point to the IP address of the server with neatComponents on it.
2. Create a new site, using the Sitemanager
   • You may need to create a new user first, in the user manager, if you will be billing them through the accounts system
   • Use a blank template site, and once created, assign it the domain name
3. Browse to the site using the domain name
   • If the DNS hasn't propagated yet, set up a record in your local Hosts file to save you waiting
4. Log in as the site owner - the user you set up earlier and selected in the site manager.
5. Go to the Layout Manager, and create two sections: Public, and Hidden
   • The Hidden section will come in useful later, but will be left empty for now
   • Everything else we do will be in the Public section
6. Create three Sections: "Practice", "Patient Information", and "My Info"
   • In the "Practice" section, add the following Sections: "Welcome", "About", "Partners (Doctors)", "Specialty Areas" and "Contact us"
   • In the "Patient Zone" section, add the following Sections: "Welcome", "Patient info", "Patient services", "Procedure Info", "Forms", and "Mailing list"
   • In the "My Info" section, add the following Sections: "Website Admin", "Patient Forum", "Staff", "Patient Pages"
7. Move the pre-existing components:
   • Move "User Manager" and "User Group Manager" into the "Website Admin" section created in the previous step. 
   • Move "Login" to be the first child of the "My Info" section, ie above "Website Admin"
8. Set the Home page for the site as the Welcome page in the Practice section:
   • Open that page in a new window to discover its page number
   • Back in the site manager of the parent site, go to the properties page for the site, and enter the page number as the default page.
9. Go the Layout Manager, and to the Layout Tab, to create the Layout Elements:
   • Add a Top Layout Element and divide it into three horizontal zones
     • Set the top zone (zone 1) to be a Navigation Zone, and set it to show Level 2 navigation
     • Set the middle zone (zone 4) to be an Image Zone, and upload a suitable image (at least 1024 px wide)
     • Set the bottom zone (zone 7) to be a Text Zone, and edit the text to show the current date
   • Add a Left Layout Element, and leave it as a single zone
     • Set the zone to be a Navigation Zone, and set it to show level 3 navigation
10. Go to the User Group Manager, and set up the user groups:
    • Add two groups: "Patient" and "Partner"
    • Give the existing Administrator group control over both the new groups
11. Most of the site will default to be visible to the public visitor group, but we need to restrict some areas to certain groups:
    • Set the Permissions for the "Website Admin" section to Deny Visitors from View Page, and allow Administrator to View Page
    • Do the same for the Permissions for the "User Manager" and "User Group Manager" against that section.
12. Insert some text and graphics into the main public-facing pages, and adjust the styling of the pages and the layout zones until they look right.
    • Test the site to see how the styles look in different browsers.

Phase 2 - Structured Data. Estimated time required: 2 hours

1. Add a Form for Specialty Areas to the "Website Admin" section: "Area"
2. Go to the Form, and add the following Fields with these names and datatypes:
   • "Name" (Text)
   • "Description" (Rich Text)
   • "Sequence" (Number)
3. Set the Navigation field to be "Name"
4. Add at least two records' worth of data into the form, preferably all of them. [Why?]
5. Add a Form for Partners' information to the "Website Admin" section: "Partner"
6. Go to the Form, and add the following Fields with these names and datatypes:
   • "Full Name" (Text)
   • "First Names" (Text)
   • "Surname" (Text)
   • "Picture" (Image)
   • "Bio" (Large text)
   • "Certification" (Text)
   • "Honors" (Large Text)
   • "Appointments" (Large Text)
   • "Organizational membership" (Large text)
   • "How to contact" (Large Text)
   • "Publications" (Large Text)
   • "Specialties" (Multi-Record Link)
7. Set the Navigation field to be "Full Name"
8. Add at least two records' worth of data into the form, preferably all of them. [Why?]
9.