User Assistance

As you work in the system, some buttons and fields have mouse-over tip text for more information about how to use parts of the screen.

To supplement the on-screen instructions, this help system is designed to assist you in finding answers to questions that you may have about the online portals and includes hundreds of business scenarios and illustrations. Field-by-field details are provided for the most commonly-used screens.

Each standard web role has a separate help system and corresponding content.

Help-System Navigation

Open the help system for your role by clicking on the question mark (?) button, or help, on the navigation bar.

Question Mark Button

• Full-Text Search. Open the Help, and type a word into the Search, and press Enter or click on Search icon. As a result, all topics that contain the search entry are listed. If no match is found, "Your search for [] returned 0 result(s)" displays. If topics are found, to display a topic, click on its link. Optionally, scroll through the list of topics, try another search, or look in the table of contents.
• Tabs. Click on a topic from the Contents tab or use the Index to locate a topic of interest.
• Index Search. Open the Help, and click on the Index tab. Scroll through the entries, or type a keyword (or first letter) in the Search Index field. To display the topic for that index entry, press Enter or click on it.
• Browse Contents.  Open the Help to display the Contents tab, or to return to the table of contents, click on the Contents tab. Click once on a book to display its topics. To see a topic, click on it. To close a book, click on it again. Scroll to view topics and additional folders.
• Links. Within a topic, find related information by clicking on hyperlinks. The hyperlinks (or links) in the help are words that are underlined and blue or purple.
• Detail/Overview. For field-by-field information about a screen, click on the image or hyperlink for Details found under the topic title. To return to the screen's overview topic, click on the image or hyperlink for Overview.
• Next topic. The help system contains sequential topics, which you can navigate through by clicking on the next topic button.