Help

Frequently Asked Questions


If you have any other questions which are not covered below, please contact Jordan DiMaggio at 202-659-3130 or jdimaggio@upcea.edu.

 
General

I'm new here. What can I do with CORe?

What is my username/password?

How do I update my contact information?

How do I control what information is visible on my profile?


Contacts / Connections

How do I find other members?

How do I add contacts to my contact list?

Why should I add contacts to my contact list?


Communities / Networks / Discussions

What are communities?

What communities do I already belong to?

How do I join/subscribe to a community?

How can I control the frequency and format of emails I receive CORe?

How do I leave a community or unsubscribe from a discussion?

How do I respond to others’ posts?

How do I start a new discussion thread?

I’m having trouble viewing the HTML email messages. How do I fix this?

Why do I have to post messages and reply through CORe?

Can I search for posts across all the communities?

How do I see a listing of all of the discussion posts in CORe?

How do I change the information showing up in my signature block?



Library / Resources

How do I find resources that may have been uploaded by other members?

Can I search for specific file types?

How do the libraries get populated?

How do I upload a file?

What kind of files can I upload?


Frequently Asked Questions


General

Q:
What is my username/password?
A: You will use the same username and password you use to log in to
www.upcea.edu.  If you have forgotten your login credentials or need assistance with your login information, click here.

Q:
How do I update my contact information?
A: To edit your profile, click "Edit Contact Information". To return to CORe once you have edited and saved the desired information, click on “CORe” on the navigation bar. Click "Refresh My Profile!" on your profile page to update the changes made to your profile.

Q:
How do I control what information is visible in My Profile?
A: Under "My Profile” > “My Privacy Settings.” This will let you control what information is visible and to whom it is visible. After you've made changes, click the “Save” button at the bottom of the page.



Contacts / Connections


Q: How do I find other members?
A: Go to “Member Directory” on navigation bar, then click. The Directory lets you search for other members based on:
• First and/or last name
• Company name
• Email address
Use the “Advanced Search” option to increase your search:
• City
• State
• Country
• Community
• Education
• Credentials

Q: How do I add contacts to my contact list?
A: There are several ways to add contacts to your list. When you perform a search in the Directory, you will see an “Add as contact” link to the right of each person in the search results. Just click this link to send a contact request. If you click through and view an individual’s profile, you can click the contact request link to the right of his or her profile picture.

Q:
Why should I add contacts to my contact list?
A: Creating this virtual address book makes it easy to send your contacts messages through CORe to stay in touch, ask questions or even build a referral network. Additionally, when you view another member’s profile, you will be able to see any contacts you have in common with them, and you can also choose to let only your contacts view certain demographics in your profile.



Communities/Networks/ Discussions


Q: What are communities?
A: Communities allow you to participate in discussions and share resources with members. CORe has seven Communities: the UPCEA Open Forum for the entire UPCEA membership and seven UPCEA Networks. The Open Forum is reserved for all UPCEA community postings, while the Networks are reserved for much more higher level posts in blog format. 

Q: What communities do I already belong to?
A: Go to “Networks” in the navigation bar. Select “My Networks” to view the communities you're currently a part of. You can also view this information under “My Profile,” just underneath your photo.

Q: How do I join/subscribe to a Network?
A: Go to “Networks” in the navigation bar. Click on “Join A Network” in order to see a list of available communities. Simply click the “Join” button to join. 

Q: How can I control the frequency and format of emails I receive from CORe?
A: Under “My Profile” > “My Subscriptions,” there is an option for Text or HTML. By default, this is set to HTML, and we encourage you to leave it set to this if your email client can support it. However, if you are having problems viewing the HTML version or if it takes too long to open, please switch to the text version.

For each discussion, you have the following delivery options:

Real time: sends an email every time a new message is posted
Daily digest: sends one email to you each day, consolidating all of the posts from the previous day
Legacy: sends real-time text versions of the posts, which are compatible with Blackberries and most other handheld devices. This option also allows you to reply without logging into a web browser, but it does NOT allow you to include attachments with your post.
No Email: allows you to be part of the group without having emails sent to you. You can still post and read others’ messages by logging into CORe.

Q: How do I leave a community or unsubscribe from a discussion?
A: Go to “My Profile” > “My Subscriptions.” Here, you will see a list of available communities and those to which you’ve subscribed. Select “Unsubscribe” for the discussions you wish to leave and click the “Save” button at the bottom of the page. You will get a message confirming that your subscription options have been successfully updated. This can take several seconds if you change your settings for several groups at the same time. Please note that you might not be able to unsubscribe from certain communities, and in those cases, simply choose “No Emails” from the delivery options.

Q:
How do I respond to others’ posts?
A: Click “Reply to Discussion” to send your message to the entire community or “Reply to Sender,” which only sends your message back to the sender; both links are located to the right of the post on the email or to the left of the post on the site.

Q: How do I start a new discussion thread?
A: In an email (HTML version) from a particular discussion forum, you can use the “Post New Message” link on the right side of the page. You can also use the “Post a Message” link found in the main navigation bar under “Participate”.

Q: I’m having trouble viewing the HTML email messages. How do I fix this?
A: If images are not appearing, it is likely that your email client is set to suppress images. This should be something you can change in your security or viewing options. If you would rather receive text-based email, go to “My Profile” > “My Subscriptions” and select the “Text” format option near the top of the page. Be sure to hit “Save” at the bottom of the page once you’ve made this change.

Q: Why do I have to post messages and reply through CORe?
A: There are many upgraded features made possible because of the web interface:
• When you send an attachment through this new system, it automatically places it in the Community’s library and sends a link to members — no more blocked attachments because of file size or type!
• All posts and associated resources are automatically archived and very easily searchable.

Q: Can I search for posts across all the communities?
A: Yes. After searching in the normal search bar, you can search by specifics by clicking "Show advanced search". You can search based on keywords in the posts, search all or specific forums, and select a specific date range.

Q: How do I see a listing of all of the discussion posts to CORe?
A: Go to “Open Forum” > “Latest Discussion Postings.” Click on "More" at the bottom of this box. If you see post you’re interested in, click the subject line which will take you to the entire thread. “Show original message” at the bottom of all of the posts in a thread will display the original message that started that discussion. The “Author’s Messages” link will show you all of the posts that particular member has contributed to the discussion.

Q: How do I change the information showing up in my signature block?
A: We have set a default signature, but if you would like to change the information that appears or the order in which it appears, click “My Profile" > “My Signature.” You can add, delete or reorganize the fields that show up in your signature by clicking the variables on the right-hand side of the screen. Please note that the content of these fields is pulled directly from your profile, so if you want to change the information itself, you will need to make the change to your actual profile.



Library / Resources


Q: How do I find resources that may have been uploaded by other members?
A: Go to “Recently Uploaded Files” on the homepage, then click on a community's title to view a particular library, if you know where the resource might be. If you do not know where the resource might be, use the search function on the top right of the page. Enter search terms the same way you might enter search terms into Google or another search engine.

Q: Can I search for specific file types?
A: Yes. Visit a Community's library. Utilize the search function within the library. Then, click on “Search for Specific File Types.” This gives you the option to specify file type: Document, Image, Spreadsheet, etc.

Q: How do the libraries get populated?
A: The libraries are populated in two ways: You can upload documents directly by using the “Add a New Entry” link found under each community's library. That is to say, library resources are not required to be associated with a discussion. Alternately, when you include an attachment in a discussion post, the system automatically places it in the library.

Q: How do I upload a file?
A: Select the “Add a New Entry” link found under a community's library. Please note that uploading a document is done in a few steps, and each step must be completed before you can move on to the next: Choose a title for your document, include a description (optional), select the library to which you'd like to upload it, select a folder to which you'd like to upload it (optional) and choose an Entry Type (most will be Standard Files, but be cognizant of any copyright licensed material). Then click “Next.” Browse and upload your file. Click “Next” if you want to add tags to your file or click “Finish” (you may have to scroll down to access these buttons).

Q: What kind of files can I upload?
A: The system supports multiple file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinars and YouTube videos.