Siebel Fundamentals > Using iHelp >

Using iHelp to Complete Tasks

You can launch iHelp to review the steps in a process and then perform the task yourself, or you can launch iHelp to drill down on different iHelp items and receive detailed instructions for each step in a process.

To use iHelp

1. Do one of the following:
   • From the application-level menu, choose View > Action Pane > iHelp.
   • Click the How Do I button on the application toolbar.

     The iHelp pane appears in the left side of the application window. The pane lists the iHelp items related to the current screen. The iHelp pane remains open until you close it.

2. In the iHelp pane, drill down on an item to launch iHelp.

   Figure 32 shows an example of an expanded iHelp item.

3. Follow the instructions provided in the iHelp pane.

   The following table provides some additional information.

   Click	To
   A hyperlink in a step	Navigate to the screen or view to perform an action.
   A step	Highlight a button in a form and a list, a column header in a list, or a field in a form to help you to complete a task.
   	Expand the description of a step to show its details. In some cases the details may contain substeps.
   	Collapse the description.
   Return to...	Return to the top-level list of iHelp items.
   Click for Additional Steps	Access additional steps that are available based on certain conditions being met. If this link appears in the iHelp pane, you must complete each step in sequence before you can access the additional steps. If you do not complete each step, an error message appears.

An example of an expanded iHelp item is shown in Figure 32.

Figure 32. Example of Expanded iHelp Item

To close the iHelp pane

• In the upper-right corner of the iHelp pane, click the Close button.

Related Topic

About the Application Toolbar