Self Help Online Studio - The User Interface


The Online Studio contains a set of functionalities designed for:

  • Writers: Writers can monitor their Self Help projects using statistical reports and test their procedures. This also provides writers with quick access to the Desktop Studio's edit mode to update procedures.
  • Administrators (both server and domain): Administrators can monitor their Self Help projects, import metadata and lists of users, and manage virtual agents and dictionaries, etc.

Structure of the graphic interface

The Online Studio is made up of the following zones:

      Online studio.png

Toolbar

      Online studio toolbar.png

Online studio toolbar - Notification icon.png: List of notifications for immediate and scheduled extraction tasks, metadata import tasks and user import tasks. Click a notification to display the task details.
         Online studio toolbar - Notification list.png

Online studio toolbar - User information.png: Information on the logged-in user. Clic the zone to display a menu.

  • Online studio toolbar - Language icon.png: Interface language of the Online Studio. Click the icon to select another language.
  • Display Profile: Used to display the Online Studio access information, the list of Self Help domains and projects for the logged-in user and the corresponding access rights.
  • Change my Password: Used to modify the password for accessing the Online Studio.

Online studio toolbar - Logout icon.png: Used to log out of the Online Studio.

Online studio toolbar - Help icon.png: Access help resources.
         Online studio toolbar - Help menu.png

  • Show virtual agent: Used to activate the wiki's virtual agent, Vicky, in the Online Studio (box is checked - the button for calling the agent will appear at the bottom right of each page), or hide it (box is not checked).
  • Wiki: Direct link to the wiki's home page.
  • About Self Help: Displays technical information on the Self Help server. Note: You can also view this information by clicking the version number found in the status bar.

Menu pane

Note: The user profile will determine the menu items displayed.

Open menu icon.png: Used to expand or minimize the menu pane.

On line studio menu pane - Language button.png: Used to select the language for displaying the titles of procedures and Self Help projects in the Recently changed pane and in charts.

  • This will not change the language of the Online Studio interface.
  • The <Unnamed> mention will be displayed if there is no translation for the selected language.
Language: EN Language: FR
On line studio menu pane - Selection language EN.png On line studio menu pane - Selection language FR.png

List of menu entries

Menu Description Menu entries
Home Used to display the Online Studio Home page: List of the latest procedures and resources modified by the logged-in user, as well as different indicators for monitoring activity in the user's Self Help projects.

Notes:

  • The menu item is always found at the top of the menu pane.
  • The user profile will determine the page contents displayed.
Knowledge Used to import metadata, or attributes, to a Self Help project. The metadata was previously exported in a CSV file to view and modify it easily in Excel.
Reports & Analytics Groups Self Help project analysis and monitoring functionalities for a given period.

Note : Domain administrator

Channels Used to manage channels of communication used in Self Help projects, such a virtual agents deployed in Service Apps apps and portals
AI Used to manage the dictionaries used by the virtual agents deployed in Service Apps apps and portals.

Note : Domain administrator

Integration Used to manage user authentication in third-party apps using API keys and client certificates.

Note : Domain administrator

Settings Used to manage users and licenses.

Note : Domain administrator

Platform Used to manage scheduled tasks and beta-codes.

Note : Domain / Server administrator

Home page

Note: The user profile will determine the contents displayed.

The Home page displays the list of the latest procedures and resources modified by the logged-in user, as well as different indicators for monitoring activity in the user's Self Help projects.

      Open url.png See the description.

Status bar

Online studio status bar.png

Online studio status bar - Version.png: Online Studio version. Open url.png See Version history.

Procedure: How to access the Online Studio

Via a URL

AccessOnlineStudio_URL

1. Enter the URL of the Self Help server in the URL bar of your Web browser as shown below.

https://<server_name>/studio/login

example  Open online studio - URL.png

2. Specify your login and password in the login page.

The Online Studio will appear in your Web browser. Open url.png See the description.
         Open online studio - Display Home page.png

EndAccessOnlineStudio_URL

Via the Desktop Studio

AccessOnlineStudio_DesktopStudio

1. Select Mode > Online Studio in the menu in the Desktop Studio.

      Open online studio from desktop studio.png

  • The Online Studio will automatically open in a new tab of your Web browser.
  • The Home page will appear.
EndAccessOnlineStudio_DesktopStudio
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