Managing Evaluation and Fields Help

You can choose to leave the initial configuration setup help as is or you can attach a help document (Word, Excel, HTML, PDF etc.), or point users to an URL address.

To select the type of help you will provide for configuration setup:

1. Click the General Settings tab.
2. Select the Evaluation and Fields Help link.
3. Select an entity and click the Edit link next to it. The Edit Help Type screen is displayed.
4. Choose the type of help you will provide:
   • Select Initial Deployment Setup to use the initial configuration help. These are the descriptions that were entered during the initial deployment.
   • Select Document and click the Browse button to select and upload a document; or select URL and type the address.
5. Click Update.

See Also

Help Settings

Managing User Productivity Kit

Specifying Online Help URL