For a guide to be valid, all questions in the guide must
be associated with responses, and all responses must be associated
with other questions or with one or more public answers or text explanations.
The following procedure explains how to associate answers
and text explanations with responses. After a guide has been saved,
you can click Create Answer on the ribbon to
create an answer to associate with your guide.
- To associate an answer with a question response, select
the response and click Associated Answer on
the ribbon. The Add or Edit an Answer Node window
opens.
- If you know the ID number of the answer you want, enter
it in the Answer ID field and click Select.
- To search for an answer, enter search criteria in the
fields, click Search, select the answer you
want, and click Select. The window closes and
the answer is associated with the response.
- To change an answer that has been associated with a response,
double-click the answer on the guided assistance designer. The Add or Edit an Answer Node window opens.
- Select a different answer and click Select.
Tip: When you edit a guide, you can view the answers
associated with responses by right-clicking an answer and selecting View Answer.
The answer in the guide is replaced with the new answer.
- To associate a text explanation with a question response,
select the response and click Text Explanation on the ribbon.
-
Enter the text you want for the explanation and press Enter. The explanation displays
beneath the response.
- To change the text for an explanation already added to
the guide, do one of the following:
Select the explanation, click Text on the ribbon, and enter the text you want.
Double-click the explanation and enter the text you want.
- Enter the text you want and click OK.
If the text explanation exceeds 200 characters, the Edit Node Text window opens when you double-click the
text explanation.
- Click Validate on the ribbon to
verify that each question response is associated with a public answer
or a text explanation. A message opens stating that the guide successfully
validated or that it contains errors.
- Click OK.
Note: Validation also occurs automatically when
saving a guide. If validation errors occur when saving, you can click Continue on the Validation Results window to save without first correcting the errors. However, the
guide will not function properly until all validation errors have
been corrected. If problems exist with your guide, it is important
to fix them before making the guide available to agents or customers.
- Click Save on the Quick Access toolbar.