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. They can also use edit mode in the Desktop Studio to modify their 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

Description

• (1): Top banner
  • The banner appears in all Online Studio screens.
  • It contains a logo, a notification icon , the user information zone, the logout button  and help options.

• (2): Menu pane
  • The pane appears in all Online Studio screens.
  • The user profile will determine the menu items displayed.

• (3): Home page
  • 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.
  • The user profile will determine the contents displayed.

Notes

• Users can modify their interface language in the user information zone > .

Fundamentals

Login

• Connection to the Online Studio is secure. Login is performed via the login page.
• The account is linked to a user created via SSO, e.g. using an API key or corporate directory, or created directly in Self Help.

Notes

• By default, the interface language is identical to the Web browser language. Click  to select another language.
• Only domain administrators authorized to access the Users menu can manage user passwords.
• You can only change passwords stored in Self Help. You cannot change passwords in Self Help if they are stored in an LDAP directory.
• If authentication is delegated to an LDAP directory, users cannot change their password in Self Help.

• Logged-in users can also change their password in the user information zone  in the top banner.

Procedures

Access the Online Studio

Change your password

Request a new password if the password is forgotten

Manage user passwords

Logout

• Click  in the top banner to log out of the Online Studio.

Home page

• 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.
• It is used to open a procedure or resource directly in the Desktop Studio.

Notes

• The user profile will determine the contents displayed on the Home page.
  • The Recently changed pane cannot be seen by server administrators.
  • Writers and administrators can only display data from their authorized domains.
• Only the procedures and resources associated with the domains that logged-in users are authorized to access will appear.
• By default, the Home page displays data from the last 30 days.
• Procedures and resources from published Self Help projects will not be displayed.
• The dashboard in the Activity pane is managed by EasyVista. You cannot modify the KPIs displayed.

• You can change the interface language in the user information zone.
• You can click  in the menu pane to change the language in which content is displayed.

Best Practice

• Apply the filters available to limit the number of procedures and resources displayed in the Recently changed pane.
• We recommend that writers use the Online Studio Home page as an entry point to access the Desktop Studio to open procedures and resources directly in edit mode.

Description

Option	Description
(1) Filter zone	Filters are applicable to the Recently changed and Activity panes. Each filter will only propose values that logged-in users are authorized to access. You can select several values for a given filter, except for the Period filter. Click x next to a filter value to remove the filter. Select All in the list of filters to remove selected filter values. The Undefined value at the bottom of the Author filter is used to display procedures and resources whose author has been deleted. : Used to display criteria for applying advanced filters, such as procedures shown to or hidden from users, procedures with or without comments, or resources by type, i.e. pictures, videos, contents, documents, links, forms and connectors. : Used to select the type of component to be displayed, i.e. procedure or resource. Click the option again to remove the filter. Status buttons (Draft, To be approved, etc.) : Used to filter components based on their status within the content validation workflow. This filter is applicable only to the Recently changed pane. The button color will automatically change when the filter is active. If no value is available for a status, the button will be grayed out.
(2) Display modes	: Used to display only the Recently changed pane : Used to display only the Activity pane Disable the two display modes to return to the default mode displaying both panes.
(3) Recently changed pane	This displays procedures and resources associated with the domains that logged-in users are authorized to access. Components are displayed from most recently to least recently changed. The following information appears for each component: The first row displays the component name as defined in the Desktop Studio, i.e. procedure title or resource name. The second row displays the domain where the component belongs, the associated Self Help project, its status within the content validation workflow, and the writer who last modified it. Click the name of a component to open it directly in edit mode in the Desktop Studio. Click next to a procedure to run and test it in a Web browser. Note: The procedure must be defined as executable by users. See edit mode in the Desktop Studio ( icon displayed to the right of the procedure name)
(4) Activity pane	This displays a dashboard for monitoring activity for a given period in Self Help projects that logged-in users are authorized to access. Four KPIs are used. Total number of procedures run over a period of time Number of procedures published over a period of time Top five most popular procedures run over a period of time The last line called Others groups all other procedures. Each segment displays the number of executions for a given procedure. Number of unique users who ran one or more procedures over a period of time

Procedures

Modify the interface language

Modify the content language

Menu pane

• The menu pane displays the menu items that logged-in users are authorized to access based on their user profile, e.g. administrator or writer.

• The  button is used to select the content language, e.g. Self Help project names, procedure titles, or chart values.

Notes

• The menu pane always appears to the left of the screen. Click  at the top of the pane to hide it.
• The Home menu item is always found at the top of the pane. It enables you to return to the Home page.
• Changing the content language will not change the Online Studio interface language. To do so, you must access the user information zone in the top banner.
• The word, <Unnamed> will appear if there is no translation available for the selected language.

Language: EN		Language: FR

Procedures

Show or hide the menu pane

Modify the content language

User information zone

• The user information zone is found to the right of the top banner.
• Click to open it.
  • Minimized mode: This displays the logged-in user.
  • Expanded mode: This enables you to modify your personal information, select the interface language and change your password.

Description

Option	Description
Display Profile	This opens the My Profile screen displaying information on the logged-in user, the domains and Self Help projects the user is authorized to access and the type of access rights.
Change my password	This enables you to change your password for accessing the Online Studio.
	Used to modify the Online Studio interface language. Note: Changing the interface language will not change the content language. To do so, you should click in the menu pane.

Procedures

Modify the interface language

Help options

• You can click  in the top banner to access help options in all Online Studio screens.

Description

Procedures

Display the wiki's virtual agent, Vicky

Notifications

• Logged-in users will receive notifications for the immediate and scheduled extraction tasks, metadata import tasks and user import tasks they run.
• You can click  in the top banner to display them in the right pane. A red dot on the notification icon indicates that there are new notifications.

Description

Functionalities

Functionalities in tables of records

Description

Zone	Description
Functionalities in the top banner	Filter and sort options apply to the list of records displayed. These functionalities, e.g. deletion or modification, apply to the records selected from the list.
Icons displayed on hover over a row	These functionalities, e.g. deletion or export, are specific to each row in the table.
Sort option	You can click each column header to sort data in the table.
Click a row	This displays the details of the record in the right pane. See Details mode

Functionalities in Details forms

Access: Click one of the records in the table

Description

Functionalities in creation wizards

Access: Click + Add in the top banner of the table

Description