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How to create and edit the 'case study' content type on GOV.WALES.

First published:
21 January 2019
Last updated:

When to use

Before you create or edit content, you need to read and understand:

You should also have a version of the content ready for publication.

Use for real examples that help users understand either:

  • a process that’s covered on GOV.WALES (for example shows someone’s experience of taking part in a particular government programme)
  • an important aspect of government policy on GOV.WALES (for example shows someone’s experience of a policy problem we are trying to solve) 

Do not create a case study if:

  • it’s just about promoting your organisation
  • it does not relate directly to guidance or policy content on GOV.WALES
  • it’s not going to be permanently useful (situations with only a temporary interest are better dealt with in a news story or press release)
  • it is similar to an existing case study

How to create

Creating a new case study

  1. Log in to GOV.WALES and LLYW.CYMRU.
  2. Select the Workbench view in GOV.WALES (you must start on the English site).
  3. Select Create content.
  4. Select Case study.
  5. Complete the Title field.
  6. Complete the Summary field.
  7. If there is an image, select Choose File from the Image field.
  8. Select Add Content and paste the page content into the Content field.
  9. Tag to relevant Topics.
  10. If content is from or about an organisation complete EXTERNAL ORGANISATIONS.
  11. Add up to around 5 INTERNAL LINKS (NODE) to content directly related to the users needs being met by the guide.
  12. Do not usually complete INTERNAL LINKS (TERMS). Either the guide is relevant to a topic therefore tagged to it or linked to pages meeting specific user needs.
  13. To link to another website select Add External Link.
  14. Add a Review Date.
  15. Select Save and Create New Draft
  16. To add the Welsh content, select TRANSLATE.
  17. Select Add from row labelled Welsh.
  18. Update fields with Welsh language content.
  19. To save changes without making them public select Save and Create New Draft. (this translation). To save and make changes public select Save and publish (this translation).
  20. Publish the Welsh and the English and check both languages, for example layout is correct and links work.

Editing an existing case study

  1. Find the existing case study either by browsing the public site or select Workbench then All recent content. You must do this on GOV.WALES as the English content must be edited first.
  2. Open the case study.
  3. Select EDIT DRAFT or NEW DRAFT.
  4. Edit the case study.
  5. Complete Revision log message (all languages) with brief summary of changes.
  6. To save changes without making them public select Save and Create New Draft (this translation). To save and make changes public select Save and publish (this translation).
  7. Make the same changes to the Welsh version of the case study.

Components available

Paragraphs: content

You must use the content paragraph for the majority of the page content.

Paragraphs: accordion

Follow the accordion definition to add an accordion. 

Paragraphs: related links

Follow the related links definition to add related links.

Paragraphs: call out message

You may only use the following call out message on case studies:

Paragraphs: contact details

Follow the contact details definition to add contact information, for example a telephone number.

Paragraphs: inline documents

Use inline documents to publish a case study in a different format (for example PDF).

Paragraphs: iFrame

Use only to embed a YouTube video.

Internal links (node)

Use to link to around 5 pages directly related to the user needs being met by the case study.

Internal links (terms)

Avoid using internal links (terms). These links are to topics and usually the most relevant topic is already found by the breadcrumb.

External links

Follow the sidebar links definition to link to content directly related to the user needs met by your content.