NetSuite Guided Learning

The NetSuite Guided Learning tool provides you with contextual step-by-step instructions to help you complete tasks within NetSuite. The tool is available in all NetSuite accounts and includes more than 50 guides in 21 languages.

NetSuite Guided Learning consists of three general categories:

Overviews – Guides that help you work with the Home page and the NetSuite Center Tabs.
Useful Tools – Guides that help you get started with personalizing NetSuite, using global search, creating shortcuts, and other useful tips and tricks.
Help & Support – Guides that introduce you to all help options available to you with NetSuite.

Accessing NetSuite Guided Learning

A list of all available NetSuite Guided Learning guides is accessible through the Help Panel.

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

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

Using NetSuite Guided Learning

To start using NetSuite Guided Learning, open the Help Panel, and then click any guide title in the list. The guide then 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 look for a specific guide, enter 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 other 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 will not 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 accounts individually.

Language Preference

You can set a preferred language for NetSuite Guided Learning by clicking the Languages Languages button on the NetSuite Guided Learning Help panel. button at the bottom of the left side of the Help Panel.

Languages button on the NetSuite Guided Learning Help panel.

The following languages are available:

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)

Submitting a support request

To get assistance, you can submit a support request in several ways. In the NetSuite Guided Learning tool, open the NetSuite Features + Get Help Now guide for a direct link.

You can also get assistance from the Help Panel.

To submit a support request:

From the Help Panel, click the Submit a Support Request.
In the pop up window, click Go to form....
Fill in all required fields. You can also submit a screenshot by clicking the Choose File button.
Click Submit.

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	Press the Esc key to close the Help Panel and return the focus to NetSuite.

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

Press the Esc key to 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 is not displayed on all pages of NetSuite. However, if you have the feature enabled, it should always be visible 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 remains 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 run the guide anew.

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 regarding 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 be able to provide details on how to access Guided Learning.

Accessing NetSuite Guided Learning

Using NetSuite Guided Learning

Language Preference

Submitting a support request

To submit a support request:

Keyboard Shortcuts

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?

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

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

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