Difference between revisions of "Help Centre"
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* '''Change Your Release Date''' - the system is automatically updated four times per year. These updates go live on the 1st Feb, 1st June and 1st October each year. However, to manage the load on our support department, not all customer systems are upgraded on the release date of the upgrade. In fact, your system can update at any time during the 4 month period between releases. However, if you want to update your system earlier than your scheduled date, you can change the date here and click "Update Release Date". | * '''Change Your Release Date''' - the system is automatically updated four times per year. These updates go live on the 1st Feb, 1st June and 1st October each year. However, to manage the load on our support department, not all customer systems are upgraded on the release date of the upgrade. In fact, your system can update at any time during the 4 month period between releases. However, if you want to update your system earlier than your scheduled date, you can change the date here and click "Update Release Date". | ||
| − | * [[Change First Level Password]]. Here you can change the first (organisation) password that users enter when logging into the system. | + | * [['''Change First Level Password''']]. Here you can change the first (organisation) password that users enter when logging into the system. |
Revision as of 10:57, 12 April 2017
Location in standard build: Top of every screen - "question mark" icon
The Help Centre contains various tabs with diagnostic and support information.
Contents
"About" tab
This tab shows details about your Charitylog system, and details about your own computer and browser, as well as some useful links (to speedtest.net, for example).
"Development Suggestions" tab
This tab is deprecated.
"Manual" tab
This tab contains a link to this manual.
"Live Chat" tab
We recently piloted a live chat feature. We're now reviewing your feedback and looking at some possible providers of live chat software.
"Remote Desktop" tab
This tab contains a link to open a remote desktop session. This will allow our support team to view your screen and control your keyboard and mouse.
Our support technician will give you a 9 digit number to enter, which will prompt your computer to download a small program to share your screen.
You can also generate a diagnostic report from this tab. The support technician will advise you if this is required.
"Walkthroughs' tab
Deprecated.
"System Updates" tab
The "System Updates" tab contains the following tabs:
- Future Updates tab, showing updates coming when your system is automatically upgraded to the next version.
- Released Updates tab, showing updates that have already been released. You can tick updates "as read", just like emails; when you next view the page, updates marked as read will be moved to the "Previously Read Updates" tab.
- Previously Read Updates - shows update notes you have marked as read.
- Change Your Release Date - the system is automatically updated four times per year. These updates go live on the 1st Feb, 1st June and 1st October each year. However, to manage the load on our support department, not all customer systems are upgraded on the release date of the upgrade. In fact, your system can update at any time during the 4 month period between releases. However, if you want to update your system earlier than your scheduled date, you can change the date here and click "Update Release Date".
- '''Change First Level Password'''. Here you can change the first (organisation) password that users enter when logging into the system.
"Your Organisation's Docs" tab
This tab is intended for you to upload your own documents, which might be specific training material you've put together, or any documents you want to store centrally but don't specifically relate to a person or a referral (when you would use the Uploaded Documents feature).
The process of uploading documents to this tab is the same as for Uploaded Documents, but any documents uploaded will be visible to all users. There is no per-group or per-user control for visibility of documents uploaded here.
"Webinars" tab
We run a free webinar session once a month. Most webinars are for training purposes, and we also look at new features, questions from customers, and more.
All webinars are recorded, and will appear on this tab usually within a week of broadcast.
If you have any feedback or questions about webinars, please contact me at webinars@dizions.co.uk.
Rob Kay - manual author (talk) 16:28, 10 April 2017 (BST)
