Quick User Guide
Access the site
Filter can be accessed using any computer with an Internet connection, through any browser.
When adding or changing events on Filter, please remember that it is a website, so if close the browser window before uploading an event,or your connection to the internet is lost, the changes will not be made. We suggest that you keep a copy of the events you upload as a Word document or similar for your own reference. The ones you save onto the site will always be available for you whenever you are online, even if they are in the past.
To access the website, please go to www.filter.me.uk
New to the site?
If you have not visited the site, you will need to create a profile for you and your organisation, and choose a username and password.
- Click on the REGISTER button in the top right hand corner of the home page.
- This then displays a page entitled CREATE NEW ACCOUNT.
- You then fill in fields (or boxes and drop down options)
- Create a USERNAME and add your EMAIL address for verification.
- Are you an events organiser - if so, check the box if you plan to post events or notification of projects on Filter.
- ADD your organisation NAME and ADDRESS and UPLOAD the relevant polices by clicking on the button to attach a file. These will be kept confidentially.
- CLICK on CREATE NEW ACCOUNT to finish the process. The screen will REFRESH and you will be returned to the home page.
- CHECK YOUR EMAIL. You will have received an email that reads similar to the following:
Thank you for registering at Filter. You may now log in to http://www.filter.me.uk/user using the following username and password:
You may also log in by clicking on this link or copying and pasting it in your browser:
This is a one-time login, so it can be used only once.
After LOGGING IN, you should see the following screen, displaying your username. Choose EDIT ACCOUNT on the right hand side.
FOLLOW the instructions and activate your account as directed.
You can also UPLOAD A PICTURE, or a logo, for you or for your company, which is displayed on your profile and any activity you make on the site.
Whilst in EDIT ACCOUNT, after you have edited your basic details, click on COMPANY PROFILE to see this screen:
Add your company profile in the box marked DESCRIPTION
Logging on when you have already registered?
Usually, when you use the site regularly, your browser may ask you if you want to save the passwords for the site, or you may choose to stay logged in all the time. If this is the case, you can always access your information by going to the home page and click on the top right button called MY ACCOUNT. If you prefer to log out after each session, go to the top right hand corner of the home page and press LOG IN, and follow the prompts for your information.
When you click on MY ACCOUNT, you will go to your own private dashboard page which displays your organisation’s choices of interest, your length of membership, and a couple of other facts and figures.
I want to change or add to my profile – how do I do this?
Look at the RIGHT HAND SECTION of the page, entitled MY ACTIONS. You’ll see EDIT MY FAVOURITE TAGS. Clicking here takes you to an open drop down menu where you can adjust your interests. This can be done at any time. To return to MY ACCOUNT at any time, click on MY ACCOUNT at the top right of the navigation bar.
By clicking EDIT, you will see another heading on the right hand side called COMPANY PROFILE. Here you can add further information about your organisation at your leisure. This can be browsed by users when they are searching for a specific resource and will help with your marketing.
I want to add an event to the site – how do I do that?
NOTE: The ability for organisations to create events will not be available or visible on your profile until the Filter administrators have approved your account, which should take no longer than 24 hours.
When your status is approved, you will see a new navigation bar on the right hand side:
Under the EVENT ORGANISER section on the right hand side, choose the CREATE AN EVENT heading.
This brings up a FORM, where you fill in the boxes to add information about your event. It also has a REPORTING section for you to track your events.
**PLEASE NOTE** - at your discretion, the REPORTING function can be filled in IN ADVANCE or RETROSPECTIVELY, after the event has taken place. It can be edited at a later date, once it is saved.
To create an EVENT, add the title. Choose the ACTIVITY TYPE by checking the boxes. Then add some information about the event, under BODY. You will see that the BODY box has a range of editing options which work exactly like Microsoft Word – you can bold, underline, insert images, exactly the same way. This is the place to display a brief summary of your event on the website to users.
UNDERNEATH this box is a series of instructions which relate to html and coding, these should be ignored as they are not essential for basic usage.
Next, choose an IMAGE to accompany the brief description of your event that appears on the searched items page. This can be uploaded directly from your files. Please note that this should be appropriate to your event and if possible different to your company profile picture. Also, note that adding images to the BODY copy is different from adding an image here, as this is the only one that will display on the searched items list to a user, until they click into the event to get more detail.
If you choose not to add anything in advance to the REPORTING section, scroll past it and add a START DATE to your event and an END DATE. Please note that these can be on the same day. You can also set your event to REPEAT, weekly, daily or hourly if necessary.
If your event is a three-day workshop, we suggest you simply put the start date of the first day and finish day of the last day, rather than adding three separate events.
The website will then notify you of any EVENT CLASHES on the screen, to make the organisation of your event easier for you.
You can CHECK the box to make your event a FEATURED ITEM. You can also check boxes to show the nature of your event as school based, private, etc.
Add the location of your event, giving as much detail as you feel is necessary. Calculate the latitude and longitude using the tool to ensure that your event features as a pin on the events map.
At the bottom, you can add FILE ATTACHMENTS, such as agendas, further fact sheets, maps etc, for the users to download.
At the end of your form, either PREVIEW the event, so it opens in a SEPARATE TAB for you to look at, or simply PRESS SAVE to upload the event to the site.
Please remember that unless you have pressed SAVE, the event will not be saved to the website, and closing the browser will mean that your work has been lost.
I want to edit an event or do my reporting – where do I start?
In the right-hand section of MY ACTIONS, click on the MY CONTENT header. This takes you to a list of events you’ve saved on the website, displayed on the left in rows. Either click on the EVENT TITLE or the EDIT sections to take you to the event and begin editing. Remember to SAVE your changes.