OWFR Primary Care Resources
Communications Team Guide

The OWFR Primary Care Resources plugin powers a tabbed resource widget on the Primary Care Resources page of the website. It gives primary care providers easy access to tools, guides, recordings, and services organized into clear categories.

Content editors can manage all cards, tabs, and section content directly from the WordPress admin dashboard without any coding. Cards can be added, edited, reordered, and hidden or deleted at any time.

What does it display?

• A tabbed navigation for major resource categories
• Resource cards in each tab, each with a title, description, optional logo, and action buttons (Watch, Download, Link, etc.)
• A section header with a title and subtitle for each tab
• Support for video embeds, PDF download links, and external website links

The widget appears as a tabbed interface. From top to bottom:

1. Navigation bar: A row of icon-labelled tabs for each resource category.
2. Section header: A title and subtitle for the active tab.
3. Resource cards: A grid of cards showing titles, descriptions, logos, and action buttons.

Built-in tabs

Custom tabs can be added by editors as new categories emerge. See Section 9: Managing tabs.

1. Log in to WordPress at ottawawestfourrivers.com/wp-admin.
2. In the left-hand sidebar, click PCR Resources (or look for the Primary Care Resources menu item).
3. The dashboard opens, showing a list of all tabs and their cards organized by section.
4. Click any section heading to expand it and see the cards within that tab.

From the admin dashboard

1. Open the PCR dashboard in WordPress.
2. Find the section (tab) where you want to add the new card.
3. Click the + Add Card button for that section.
4. Fill in the card fields in the form that appears (title, description, buttons, image, etc.).
5. Click Save. The card appears in that tab on the public website immediately.

From the front-end

1. While logged in, navigate to the Primary Care Resources page.
2. Click the tab where you want to add a card.
3. Scroll to the bottom of the tab's content area and click the + Add Card button.
4. Fill in the form, then click Save.

About action buttons

Each card can have multiple action buttons. Common examples include:

• Watch Recording — links to a YouTube or Vimeo video
• Download Slides (PDF) — links to a PDF file in the Media Library
• Learn More — links to an external website or internal page
• Register — links to an event registration form

The button label is customizable. Enter any text that clearly describes the action.

From the admin dashboard

1. Open the PCR dashboard and expand the section containing the card.
2. Find the card in the list and click its Edit button.
3. Update the fields as needed in the edit form.
4. Click Save. Changes appear on the website immediately.

From the front-end

1. While logged in, navigate to the Primary Care Resources page and click the relevant tab.
2. Hover over the card and click the pencil (Edit) icon.
3. Make your changes in the inline edit form.
4. Click Save.

Cards can be hidden from public view without being deleted, or permanently removed.

Hiding a card (recommended for temporary removal)

1. Open the card's edit form.
2. Find the Visibility or Hide toggle and switch it off.
3. Click Save. The card is no longer visible to visitors but is preserved in the system.

Permanently deleting a card

1. Open the card's edit form.
2. Click the red Delete button.
3. Confirm the deletion. The card is permanently removed.

Cards within a tab can be reordered using drag-and-drop.

1. Open the PCR dashboard (or navigate to the relevant tab on the public page while logged in).
2. Click and hold the drag handle on a card.
3. Drag it to the desired position.
4. Release. The new order is saved automatically and immediately reflected on the website.

The seven built-in tabs cover the main primary care resource categories. You can also add custom tabs for new topics as they emerge.

Adding a custom tab

1. In the admin dashboard, look for the + Add Tab option, or use the front-end tab navigation while logged in and click + Add Tab.
2. Enter a name for the tab and choose an icon.
3. Click Save Tab. The new tab appears and is ready for cards.

Deleting a custom tab

1. Navigate to the custom tab.
2. Click the Delete Tab option.
3. Confirm. The tab and all its cards are permanently removed.

Each resource card can be displayed in two sizes within the grid:

The card size is set in the Card Size field of the edit form. You can change it at any time by editing the card and selecting a different size.

Cards can include a logo or image, and action buttons can link to files (such as PDFs) stored in the WordPress Media Library.

Adding an image to a card

1. Open the card edit form.
2. Click the image field or Choose Image button.
3. The WordPress Media Library popup opens. Select an existing file or click Upload Files to add a new one.
4. Click Select to attach the image.
5. Click Save on the card.

Linking a button to a PDF in the media library

1. Upload the PDF to the media library: go to Media → Add New in WordPress and upload the file.
2. After uploading, click the file and copy the File URL from the right panel.
3. Open the card edit form. In the action buttons section, add a new button with the label "Download Slides (PDF)" and paste the URL.
4. Click Save.

I added a card but it is not appearing on the website.

Check that you clicked Save after filling in the form. Also confirm that you added the card to the correct tab. If the card has a "Hidden" flag enabled, toggle it back to visible and save again.

Can I move a card from one tab to another?

Yes. Open the card edit form and change the Section / Tab field to the desired tab, then save. The card will move immediately.

I accidentally deleted a card. Can it be recovered?

Deleted cards cannot be recovered through the interface. Going forward, use the Hide option instead of Delete when you are unsure. If you need to recover deleted content, contact a developer who can check if a database backup exists.

Can I add a YouTube video directly to a card?

Yes, by adding a button that links to the YouTube URL. The video will open on YouTube in a new tab. For embedded video players (video that plays inside the card), that requires a developer to add it as a custom element.

What is the difference between PCR and LEP Resources?

Both plugins use the same tabbed architecture. The Primary Care Resources widget ([owfr_pcr]) is intended for primary care providers (physicians, nurses, clinic staff). The LEP Resources widget ([owfr_lep]) is intended for Lived Experience Partners (patients, caregivers, community members). They are managed and displayed separately on different pages.

Can two editors edit at the same time?

It is possible but not recommended. Simultaneous saves to the same card may result in one person's changes overwriting the other's. Coordinate with your team to avoid concurrent edits.