Administrators can add customised Help information to assist users when they create a new Record.
The following Record types are supported:
Compliance Process,
Risk,
KRI,
Event,
Contracts,
Contracts With,
Control Inventory,
Document Library.
The ‘New Record Help’ menu option is available in the Maintenance Section of the Menu of each Record type.
The Compliance menu ‘New Record Help’
A user creating a new Record of the types listed above can access New Record Help information by clicking the icon on the New (Record Type) popup window.
The Help icon on a ‘New Risk’ popup window
Note:
If no New Record Help exists for a particular record type, the icon is not displayed on the New (Record Type) window.
The following is applicable to all record types listed above.
Note:
Labels and other items shown in (brackets) are configurable and may be different on your system.
Add or Edit New Record Help
From the Main Menu, select Risk | New Record Help.
The New Record Help editor is displayed.
The ‘New Record Help’ editor elements
ID
Element
Description
1
Page Help icon
Click this icon to display basic information about how to work with this Page.
2
‘Type’ selector
Use the Type to select the Record type for which you want to create or edit the New Record Help (e.g. ‘Risk’).
3
Formatting Toolbar
Use these controls to format the text that you type in the New Record Help field (item 4) and to add lists, hyperlinks, simple tables and more.
4
‘New Record Help’ field
Type the details of the New Record Help in this field, then format the text, add lists and other features using the Formatting Toolbar (item 3).
5
‘Save’ icon
Click this icon to save the New Record Help.
Create or edit your Help text in the Text Editor pane. You can use the Formatting Toolbar to style any headings, format bulleted or numbered lists and so on.
Click the icon to save your new or edited Help text.
The following message is displayed at the bottom of the Page (e.g. ‘Risk’):
New record help for Risk records has been added
Check your Help text edits by performing the first steps of creating a new Record of the relevant type
(e.g. Risk) and clicking the associated icon.
Remove New Record Help
From the Main Menu, select Risk | New Record Help.
The New Record Help editor is displayed.
Remove all of the text in the Text Editor pane.
Click the icon to save your changes.
The following message is displayed at the bottom of the Page (e.g. ‘Risk’):
New record help for Risk records has been removed
Check that the Help icon is no longer displayed on the New (Record Type) Page. In this case Compliance also does not have any text:
icon on the New (Record Type) popup window.
icon to save your new or edited Help text.
