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HELP ENTRIES
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Overview Administrators can add additional help entries within the 'Help' or '?' icon for most modules within Lucidity Software. |
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This function can be useful to relay additional, organisation specific information for users |
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in the form of links to additional URL's, |
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documents or text. |
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Video: Help Entries Overview |
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.
From the Help Entries page, administrators can:
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:
User Guide - Direct link to the user manual for the
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module the user
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is currently accessing (cannot be edited or deleted)
Support Page - Link to
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the Lucidity
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Help Centre (cannot be edited or deleted)
Add / Edit
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- Only visible to Administrators
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Help within the Intranet module 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 |
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Management System |
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for housing documents, it is |
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recommended that company specific help is added directly to the management system pages. |
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A 'Help entries' tab is located within the navigation bar in the Access module as shown below, which enables centralised management of all Help entries.
From the Help entries tab, new entries for the Help drop down can be added to each specific module.
To create a hew Help menu entry, click the Add New link in the list of Help Entries as shown below. Help can also be added by going to he specific page where the new help entry should display, and clicking the 'Add/Edit' item in the Help drop down (also shown below).
Visible once a new help entry has been created, or when editing, the popover screen enables the type of help entry to be determined, and allows the content to be created. Note the Disabled checkbox, which can be used when drafting a new help entry.
The Current / All Pages function determines whether the help entry data is viewed on all pages or just the current page.
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Create New Help Entry
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Video: Create and Edit Help Entries |
Adding help documentation to end users can be useful and allows for the addition of organisational specific information. Some examples of help entries to add could be:
Risk: Company risk matrix
Incident: When to report and Incident or a Hazard
Competency: Training booking form
InForm: Annual leave policy
Contractor: link to Contractor portal
There are two ways help entries can be added: from the Help Entry page within Lucidity Access or from the Add/Edit option in the help drop-down.
To create a new help entry, from the Help Entry page:
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 |
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document once placed in the Filing Cabinet. |
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When selecting the text option, you are able to format by whatever means necessary using the functions above the textbox. You are also able to add hyperlinks to other pages if need be within the text editor.
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Resources and documents cannot be added as direct attachments to help entries. Refer to the Generate File Links section on the Filing Cabinet page 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:
Click the 'Help' icon from within any page in Lucidity
Click 'Add/Edit'
In the pop-up that appears, click 'Add New'
Complete the fields (see table 'Definitions of Fields' above)
Note the only difference here is the option to select:
'All Pages' where the help entry will be added to all pages within the module
or 'Current Pages' where the help entry will be added to the current page only
Use the 'Sort' button to adjust the order the help entries are displayed
Click 'Save'