1. NetSuite Basics
  2. Getting Help
  3. NetSuite Guided Learning

NetSuite Guided Learning

The NetSuite Guided Learning tool gives you contextual step-by-step instructions to help you complete tasks within NetSuite. The feature is available in all NetSuite accounts with over 350 guides in 24 languages.

NetSuite Guided Learning has three main categories:

Accessing NetSuite Guided Learning

You can find all the guides in the Help Panel.

Guided Learning widget

To open the Help Panel, on the right side of the screen, click the i button.

To close the Help Panel, at the top of the panel, click the close button.

Using NetSuite Guided Learning

To start using NetSuite Guided Learning, open the Help Panel, and click a guide title. The guide walks you through the selected task using pop-up windows and pointers to help you enter all required fields, click buttons, and complete the task.

To find a specific guide, type a keyword into the search bar at the top of the Help Panel and press Enter.

To learn more about using NetSuite Guided Learning, complete the Tell Me About Guided Learning guide. The guide is available under the Navigation and Welcome in the Help Panel.

Note:

To disable NetSuite Guided Learning, go to Home > Set Preferences and clear the Enable Oracle Guided Learning box. To enable NetSuite Guided Learning, ensure the Enable Oracle Guided Learning box is checked.

As an administrator, you can enable/disable NetSuite Guided Learning globally for all NetSuite roles in your company account. To do this, go to Setup > Company > General Preferences, and check or clear the Enable NetSuite Guided Learning box, and click Save.

Important:

If you disable NetSuite Guided Learning globally, users with other NetSuite roles won't be able to enable NetSuite Guided Learning in their accounts. If you enable NetSuite Guided Learning globally, users with other NetSuite roles will be able to enable or disable NetSuite Guided Learning in their own accounts.

As an administrator, you can also see the Set NetSuite Guided Learning Application ID and Set NetSuite Guided Learning Environment fields on the General Preferences page. These fields are internal. They help determine the instance of the NetSuite Guided Learning tool. Ensure that you keep the default values of these fields. If you change them, NetSuite Guided Learning may stop working correctly.

Language Preference

To set a preferred language for NetSuite Guided Learning, click the LanguagesLanguages button icon button at the bottom of the left side of the Help Panel.

Languages button in the NetSuite Guided Learning help panel

The languages you can choose from:

  • CHS (Chinese Simplified)

  • CHT (Chinese Traditional)

  • CZE (Czech)

  • DAN (Danish)

  • DUT (Dutch)

  • ENG (English)

  • FIN (Finnish)

  • FRE (French)

  • GER (German)

  • IND (Indonesian)

  • ITA (Italian)

  • JPN (Japanese)

  • KOR (Korean)

  • NOR (Norwegian)

  • POR (Portuguese)

  • RUS (Russian)

  • SPA (Spanish)

  • SWE (Swedish)

  • THA (Thai)

  • TUR (Turkish)

  • VIE (Vietnamese)

Keyboard Shortcuts

In the following table, you can see a list of available shortcuts that you can use with NetSuite Guided Learning.

Keyboard Shortcut

Description

Alt +Ctrl +H

Open and close the Help Panel. The Help Panel opens with focus on the Search bar. You can then use the Tab key to move within the panel.

Ctrl +Alt +L

Open or close language selection menu while the Help Panel is open.

Esc

Close the Help Panel and return the focus to NetSuite.

Troubleshooting

NetSuite Guided Learning is enabled in my account, yet I can't see the Help Panel. What does this mean and what should I do?

Note that the Help Panel isn't visible on all pages of NetSuite. However, if you have the feature enabled, you should see it on your home page. If you can't see it there, go to Home > Set Preferences and ensure that the Enable Oracle Guided Learning box is checked. If the feature is enabled but the Help Panel is still unavailable, contact your account administrator or, if you have the permission, submit a Support case.

I launched one of the guides but did not follow it and clicked elsewhere in the user interface. Does this interrupt the guide?

Yes, the guide gets interrupted. You need to use the Help Panel to start the guide again.

Can I create my own guides or customize the existing ones?

Not right now. The NetSuite Guided Learning tool is currently undergoing a phased release to all NetSuite customers. When Guided Learning gets optimized for use in NetSuite, information about your eligibility for the free offering of NetSuite Guided Learning and additional paid customization options will be communicated. At that time, your account representative and other members of the NetSuite team will provide details on how to access Guided Learning.

Related Topics

General Notices