On this page:
Overview
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.
INTRODUCTION
The Help icon within each Lucidity module is located in the top right hand corner and is accessible to all users.
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 module the user is currently accessing
- Support Page - Link to the Lucidity Help Centre
- Add / Edit - Only visible to Administrators
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 Management System for housing documents, it is recommended that company specific help is added directly to the management system pages.
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.
Each help entry can be either a Text or URL (link). Note that the Resource option has been replaced by the use of the URL option, in combination with a link from the appropriate Document once placed in the Filing Cabinet.
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.
When selecting the URL option, either link to an external page that the content is published within. i.e. google docs, a document publishing system, or an externaly hosted resources. If you wish to link to a document or file located within the Filing Cabinet, generate a link to the document and then past the link into the URL.