Create custom help

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Each organization can create help pages that appear inside its VIF app. The demonstration adds a care-circle help entry and then checks it in the app.

1. Select Legal Policies / Help, then open the Help tab.

2. Select Add Help.

3. Enter a Title. The example uses What is the Care Circle used for?

4. Enter the Sequence #. The demonstrated entry uses 010.

5. Enter the help text in Display Screen, then select Save.

6. Open the VIF app and select the Help question-mark icon at the bottom to view the custom entry.

Figure 14. Add Help Page contains the title, sequence, and formatted Display Screen text.

Connect help to a specific app feature

To make help available beside an app feature as well as in the main Help area, match the help title exactly to the feature’s displayed name. The demonstration uses Snapshot of Me. Selecting the question mark beside that feature opens the matching help text.

Note  The exact wording matters.

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