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HELP ENTRIES
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Administrators can add additional help entries within the 'Help' or '?' icon for most modules within Lucidity Software. This function can be useful to relay additional, organisation specific information for users in the form of links to additional URL's, documents or text. |
The Help icon within each Lucidity module is located in the top right hand corner and is accessible to all users.
These can be managed by administrators from the Help Entries page within the Lucidity Access module.
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- View default help entries
- Create and manage help entries
Default Help Entries
By default, most pages within Lucidity will have three entries in the Help drop-down:
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The Intranet module Help is slightly different. A single ? icon is displayed which is a direct link to the Intranet user guide. As the Intranet module includes a Management System for housing documents, it is recommended that company specific help is added directly to the management system pages.
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Create New Help Entry
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Lucidity Access: Create and Edit Help Entries coming soon! |
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- Click 'Add New'
- Complete the fields (see table 'Definitions of Fields' below)
- The details captured for each user may vary slightly between each system configuration. Fields marked with * are mandatory
- Click 'Save'
Table of Definitions
| Information | Title | Enter a title for the help entry. This will be displayed under the Help icon within each module |
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| Application | Select the module the help entry is to be displayed in | |
| Disabled | Tick to hide the help entry from end users. This is useful when a help entry is no longer valid or when building a new help entry which isn't yet ready for end user access. | |
| Details | Help Entry Type | Select the help entry type - either URL or Text Note that the resource option has been replaced by the use of the URL option, in combination with a link from the appropriate document once placed in the Filing Cabinet. Resources and documents cannot be added as direct attachments to help entries. Refer to the Generate File Links section within the Lucidity Intranet user guide for more details. |
| Help URL | Displays when URL is selected as the help entry type. Enter the URL. This can be links to external websites, internal share point links or links to documents houses in Lucidity Intranet. | |
| Help Text | Displays when text is selected as the help entry type. Enter the text to be displayed to end users. A limited toolbar of formatting options is available. Hyperlinks can also be added here. |
To create a new help entry, from the Add/Edit option in the help drop-down:
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