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).

  1. Hover over the link for the user assistance you wish to modify and note the Assistance ID.

     

  2. Click Configure System.

  3. Click Configure User Assistance.

  4. Search in the browser window for the Assistance ID noted in step 1. Click the “Edit” button to modify the user assistance.

     

  5. On the Edit User Assistance page, select the type of assistance required for this field.

     

  6. 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

ExtraDataFields

Suppliers

CodingFields

Configure Audit Management→ Configure Audit Fields → Configurable Fields for 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

RootCauseExtraDataFields

Suppliers

CodingFields

Configure CAPA → Configure CAPA Fields → Configurable Fields for 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

ExtraDataFields

Issues

IssueCodingFields

Configure Complaint → Configure Complaint Fields → Configurable Fields for 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

ExtraDataFields

Document Control

Change Requests

CodingFields

Configure Document Control → Configure Document Control Fields → Configurable Fields for Change Requests

ExtraDataFields

Deviation Requests

CodingFields

Configure Document Control → Configure Document Control Fields → Configurable Fields for Deviation Requests

ExtraDataFields

Documents

CodingFields

Configure Document Control → Configure Document Control Fields → Configurable Fields for Documents

ExtraDataFields

Equipment Management

Equipment

CodingFields

Configure Equipment Management → Configure Equipment Fields → Configurable Fields for Equipment

ExtraDataFields

NCM

NCM Reports

CodingFields

Configure NCM → Configure NCM Fields → Configurable Fields for 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

ExtraDataFields

Supplier Management

Controlled Suppliers

Product/Service

Configure Supplier Management → Configure Supplier Fields → Configurable Fields for 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

ExtraDataFields

Supplier Evaluations

CodingFields

Configure Supplier Management → Configure Supplier Fields → Configurable Fields for Supplier Evaluations

ExtraDataFields

Reason for Evaluation

 

  1. 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.

  2. 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.

 

 

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