How do I modify User Assistance Text?

What is User Assistance?

Grand Avenue Software uses “User Assistance” hyperlinks to give users more information about completing selected fields. User Assistance can be modified by system administrators and module administrators.

Instructions for System Administrators to Modify User Assistance

Instructions for Module Administrators to Modify User Assistance

Custom User Assistance Examples

The Unit of Measure field on parts has a “What value should I enter?” hyperlink.

Clicking the hyperlink displays the default user assistance.

User assistance hyperlinks cannot be added to or removed from pages, but the information displayed by these links can optionally be configured to reflect the specific policies of an organization.

Instructions for System Administrators to Modify User Assistance

System Administrators have the ability to configure any user assistance text in the system (i.e. for the core system and all modules).

Hover over the link for the user assistance you wish to modify and note the Assistance ID.
Click Configure System.
Click Configure User Assistance.
Search in the browser window for the Assistance ID noted in step 1. Click the “Edit” button to modify the user assistance.
On the Edit User Assistance page, select the type of assistance required for this field.
Go to the Examples section of this article to see examples of Custom Assistance Text and a Custom Assistance URL.

Instructions for Module Administrators to Modify User Assistance

Click the expand (>) control below for a list of fields with user assistance that can be modified by Module Administrators.

Module	Item	Field	Navigation

Module	Item	Field	Navigation
Audit Management	Audits	CodingFields	Configure Audit Management→ Configure Audit Fields → Configurable Fields for Audits
	Audits	ExtraDataFields
	Suppliers	CodingFields	Configure Audit Management→ Configure Audit Fields → Configurable Fields for Suppliers
	Suppliers	ExtraDataFields
CAPA	CAPA Requests	Anticipated Work Effort	Configure CAPA → Configure CAPA Fields → Configurable Fields for CAPA Requests
		CodingFields
		ExtraDataFields
		Priority
		Source Type
		Request Type
	Root Causes	RootCauseCodingFields	Configure CAPA → Configure CAPA Fields → Configurable Fields for Root Causes
	Root Causes	RootCauseExtraDataFields
	Suppliers	CodingFields	Configure CAPA → Configure CAPA Fields → Configurable Fields for Suppliers
	Suppliers	ExtraDataFields
Complaint	Complaints	CodingFields	Configure Complaint → Configure Complaint Fields → Configurable Fields for Complaints
		ExtraDataFields
		Priority
	Customers	CodingFields	Configure Complaint → Configure Complaint Fields → Configurable Fields for Customers
	Customers	ExtraDataFields
	Issues	IssueCodingFields	Configure Complaint → Configure Complaint Fields → Configurable Fields for Issues
	Issues	IssueExtraDataFields
	Parts	CodingFields	Configure Complaint → Configure Complaint Fields → Configurable Fields for Parts
		ExtraDataFields
		Unit of Measure
Design Control	Design Projects	CodingFields	Configure Design Control → Configure Design Control Fields → Configurable Fields for Design Projects
Design Control	Design Projects	ExtraDataFields
Document Control	Change Requests	CodingFields	Configure Document Control → Configure Document Control Fields → Configurable Fields for Change Requests
	Change Requests	ExtraDataFields
	Deviation Requests	CodingFields	Configure Document Control → Configure Document Control Fields → Configurable Fields for Deviation Requests
	Deviation Requests	ExtraDataFields
	Documents	CodingFields	Configure Document Control → Configure Document Control Fields → Configurable Fields for Documents
	Documents	ExtraDataFields
Equipment Management	Equipment	CodingFields	Configure Equipment Management → Configure Equipment Fields → Configurable Fields for Equipment
Equipment Management	Equipment	ExtraDataFields
NCM	NCM Reports	CodingFields	Configure NCM → Configure NCM Fields → Configurable Fields for NCM Reports
	NCM Reports	ExtraDataFields
	NCM Report Entries	Defect Code	Configure NCM → Configure NCM Fields → Configurable Fields for NCM Report Entries
	Parts	CodingFields	Configure NCM → Configure NCM Fields → Configurable Fields for Parts
		ExtraDataFields
		Unit of Measure
	Suppliers	CodingFields	Configure NCM → Configure NCM Fields → Configurable Fields for Suppliers
	Suppliers	ExtraDataFields
Supplier Management	Controlled Suppliers	Product/Service	Configure Supplier Management → Configure Supplier Fields → Configurable Fields for Controlled Suppliers
	Controlled Suppliers	Risk Classification
	Parts	CodingFields	Configure Supplier Management → Configure Supplier Fields → Configurable Fields for Parts
		ExtraDataFields
		Unit of Measure
	Suppliers	CodingFields	Configure Supplier Management → Configure Supplier Fields → Configurable Fields for Suppliers
	Suppliers	ExtraDataFields
	Supplier Evaluations	CodingFields	Configure Supplier Management → Configure Supplier Fields → Configurable Fields for Supplier Evaluations
		ExtraDataFields
		Reason for Evaluation

Navigate to the location indicated in the expandable list of fields (above), e.g. Configure CAPA → Configure CAPA Fields → Configurable Fields for CAPA Requests and then click “Edit” for the applicable field.
On the Edit Configurable Field page, select the type of user assistance required for this field.

Custom User Assistance Examples

Click the expand (>) controls below to see examples of custom user assistance.

In the Document Control online help, go to the View Latest Effective Document Revision section for instructions on creating a URL to a controlled document.

Customer Support

How do I modify User Assistance Text?

What is User Assistance?

Instructions for System Administrators to Modify User Assistance

Instructions for Module Administrators to Modify User Assistance

Custom User Assistance Examples

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