Difference between revisions of "Help Centre"

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[[File:helpheader_small.png|right]]
 
  
''Location in standard build:'' '''''Top of every screen - "question mark" icon'''''
 
  
''Also available:'' '''''"Help" option on left hand menu'''''
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[[File:Clog_help_centre.png]]
  
[[File:cl_HC_1.png|500px|border]]
 
  
 
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The Help Centre contains various sections with diagnostic and support information/tools.
The Help Centre contains various tabs with diagnostic and support information.
 
  
  
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==="About" tab===
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=Service Health - About=
 
 
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).
 
 
 
[[File:cl_HC_2.png|border]]
 
 
 
 
 
==="Development Suggestions" tab===
 
 
 
This tab is deprecated.
 
 
 
 
 
==="Manual" tab===
 
 
 
This tab contains a link to this manual.
 
 
 
[[File:cl_HC_3.png|border]]
 
 
 
 
 
==="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.
 
  
[[File:cl_HC_4.png|border]]
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This section contains information about your systems.
  
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This tab shows details about your system, and details about your own computer and browser, as well as some useful links (to speedtest.net, for example).
  
==="Walkthroughs' tab===
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[[File:Service_Health.PNG|1050px]]
  
Deprecated.
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* '''Uploaded Documents Disk Space Used''' - Displays the estimated space used by the systems uploaded documents.
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* '''Software Version''' - Displays a description of your system.
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* '''Data Version''' - The current data version of your system.
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* '''Software Version''' - The release version of your system.
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* '''Browser Info''' - A link to check your browser and a technical tag of your browser.
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* '''Internet Speed Checker''' - Internet Speed test link.
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* '''Script Status''' - The status of your browsers Java Script setting.
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* '''Time/Clock Check''' - The status of your computers clock.
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* '''Last logout cookie''' - Used for diagnostics.
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* '''Last unset-session cookie''' - Used for diagnostics.
  
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=Manual And Webinars=
  
==="System Updates" tab===
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This section gives you a button to open the WIKI manual, and a link to access an array of webinars.
  
The "System Updates" tab contains the following tabs:
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[[File:Manual_Webinars.PNG|1050px]]
  
* '''Future Updates''' tab, showing updates coming when your system is automatically upgraded to the next version.
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=Remote Desktop=
  
* '''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.
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This section is used under the guidance of our Technical Support Team. The support team are likely to request a remote session when calling for support. The technician will provide you with a session ID number over the phone, which can be input in the field on this screen.
  
* '''Previously Read Updates''' - shows update notes you have marked as read.
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[[File:Remote_Desktoptab.PNG|1050px]]
  
* '''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. Your system might update at any time during the 4 month period between releases, and the scheduled date will be shown on this tab. However, if you want to update your system earlier than your scheduled date, you can change the date here and click "Update Release Date".
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===System Updates - Previous===
  
* '''[[Change First Level Password]]'''. Here you can change the first (organisation) password that users enter when logging into the system.
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This section details previous system updates.  
  
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*'''Date''' - This is the date in which the update was first available following release. Note - the system update date is defined in your organisation details section, so dates may differ to when your system was updated.
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*'''Title''' - An overview of the function released as part of the update.
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*'''Text''' - This is a description of the function being released into the software.
  
==="Your Organisation's Docs" tab===
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[[File:System_Updates_Previously.PNG|1050px]]
  
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).
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==System Updates - Current==
  
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.
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This section details current updates. This means the update is within it 4 month cycle.
  
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[[File:System_Updates_Currently.PNG|1050px]]
  
==="Webinars" tab===
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==System Updates - Future==  
  
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.
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This section details future updates. This means the update is pending for the next release.
  
All webinars are recorded, and will appear on this tab usually within a week of broadcast.
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[[File:System_Updates_Futurely.PNG|1050px]]
  
If you have any feedback or questions about webinars, please contact me at [mailto:webinars@dizions.co.uk webinars@dizions.co.uk].
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==Your Organisation's Docs==
  
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This space can be used to upload shared documentation for users. This might be guides or general documentation.
  
----
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[[File:Org_Doccys.PNG|1050px]]
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:28, 10 April 2017 (BST)
 
[[File:helpheader_small.png|right]]
 
[[Category:Configuration]]
 

Latest revision as of 11:10, 5 February 2024


Clog help centre.png


The Help Centre contains various sections with diagnostic and support information/tools.



Service Health - About

This section contains information about your systems.

This tab shows details about your system, and details about your own computer and browser, as well as some useful links (to speedtest.net, for example).

Service Health.PNG

  • Uploaded Documents Disk Space Used - Displays the estimated space used by the systems uploaded documents.
  • Software Version - Displays a description of your system.
  • Data Version - The current data version of your system.
  • Software Version - The release version of your system.
  • Browser Info - A link to check your browser and a technical tag of your browser.
  • Internet Speed Checker - Internet Speed test link.
  • Script Status - The status of your browsers Java Script setting.
  • Time/Clock Check - The status of your computers clock.
  • Last logout cookie - Used for diagnostics.
  • Last unset-session cookie - Used for diagnostics.

Manual And Webinars

This section gives you a button to open the WIKI manual, and a link to access an array of webinars.

Manual Webinars.PNG

Remote Desktop

This section is used under the guidance of our Technical Support Team. The support team are likely to request a remote session when calling for support. The technician will provide you with a session ID number over the phone, which can be input in the field on this screen.

Remote Desktoptab.PNG

System Updates - Previous

This section details previous system updates.

  • Date - This is the date in which the update was first available following release. Note - the system update date is defined in your organisation details section, so dates may differ to when your system was updated.
  • Title - An overview of the function released as part of the update.
  • Text - This is a description of the function being released into the software.

System Updates Previously.PNG

System Updates - Current

This section details current updates. This means the update is within it 4 month cycle.

System Updates Currently.PNG

System Updates - Future

This section details future updates. This means the update is pending for the next release.

System Updates Futurely.PNG

Your Organisation's Docs

This space can be used to upload shared documentation for users. This might be guides or general documentation.

Org Doccys.PNG