Self Help Online Studio - The User Interface
The Online Studio contains a set of functionalities designed for writers and administrators.
See Overview of the Online Studio
Structure of the graphic interface
Description
- (1): Top banner
- The banner appears in all Online Studio screens.
- It contains a logo, the
icon for viewing the tasks currently in progress, the notification icon 
, and the user information zone for changing the language, accessing help options and logging out.
- (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 content 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 a user created directly in Self Help.
Notes
- By default, the interface language is identical to the Web browser language. Click to select another language.
- Password management
- This is performed by server administrators and domain administrators authorized to access the Users menu.
- You can only change passwords stored in Self Help. You cannot change passwords in Self Help if the passwords are stored in an LDAP directory.
- Logged-in users can change their own password in the user information zone
found in the top banner provided that authentication is not performed via an LDAP directory.
Procedures
1. Log in to Self Help using the Web URL or via the Intranet.
2. (optional) Click to modify the interface language.
3. Enter your login and password.
- The Password field is case-sensitive.
4. Click Log in or Log in via SSO depending on your authentication method.
1. Click the user information zone in the top banner.
2. Select Change my password.
3. Enter your current password.
- The Password field is case-sensitive.
4. Enter and confirm your new password.
- The Password field is case-sensitive.
- The password must comprise at least six characters.
5. Click Save.
6. Log out of the Online Studio.
7. Log in again using your new password.
Request a new password if the password is forgotten
1. Click the Forgot password link in the login page.
2. Enter your login.
3. Click Send.
An email for resetting the password will be sent to the email address specified in your Self Help account.
4. Click the Reset password link in the email.
5. Enter and confirm your new temporary password.
6. Click Reset.
Your previous password will be reset and will no longer be usable.
7. Log in to the Online Studio using your new password.
Note: Only for authorized user profiles. See procedures related to the Users menu
Logout
- You log out of the Online Studio in the user information zone > Logout.
Tasks in progress
- The icon in the top banner enables you to view the tasks currently in progress.
- When a task is in progress, a number will appear above the icon.
- It indicates the number of tasks currently being run.
- Click the icon to see the progress and status of each task, e.g. in progress, completed, failed.
Notifications
- The icon in the top banner enables you to view immediate and scheduled extraction tasks, metadata import tasks and user import tasks run by the logged-in user.
- When there are new notifications, a number will appear above the icon.
- It indicates the number of new notifications available.
- Click the icon to display them in the right pane.
Description
| Zone | Description |
|---|---|
| Open link | This displays the menu item associated with the task. Click the relevant row to see its details.
|
| Clear notifications | This link at the bottom of the pane is used to clear the list of notifications. |
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: You can access personal user information (e.g. credentials, domains, password modification), select the interface language, access help options (e.g. wiki, virtual agent Vicky), check the version of the Self Help server and log out.
Description
| Option | Description |
|---|---|
| Display Profile | This displays the My Profile screen: logged-in user account information, list of authorized Self Help projects and domains with the corresponding access rights, modification of the password for accessing the Online Studio
|
|
Used to modify the Online Studio interface language Changing the interface language will not change the content language. To do so, you should click |
| Show virtual agent | Used to enable the wiki's virtual agent called Vicky in the Online Studio.
|
| Wiki | This displays the wiki Home page
|
| About Self Help | This displays technical information on the Self Help server as well as information on connectors and skins. |
Procedures
1. Click in the user information zone.
2. Select the language you want.
The menu pane, field names and chart titles will be displayed in the selected language.
Display the wiki's virtual agent, Vicky
1. Click in the top banner.
2. Tick the Show virtual agent box.
The button for calling the virtual agent 
will appear at the bottom of each Online Studio page.
3. Click .
The conversation panel will open. See How to use a virtual agent
4. Hover over the button and click 
to minimize the button.
The call button will now appear vertically.
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 bottom of the pane to minimize it. In this case, only menu icons will be displayed. - 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
1. Click at the bottom of the menu pane.
The menu pane will be minimized. Only menu icons will be displayed.
2. Hover over 
.
The options in the menu pane will appear as long as the cursor is not moved.
3. Click .
The menu pane will appear again.
1. Click in the menu pane.
2. Select the language you want.
Self Help project names, procedure titles and chart values will be displayed in the selected language.
Home page
- The Home page displays the list of working procedures and resources that have been modified by the logged-in user, as well as different indicators for monitoring activity in the user's Self Help projects.
- It enables users to open the decision tree to monitor progress in the writing of procedures and test each procedure without having to exit the Online Studio.
- It enables users to open a procedure or resource directly in the Desktop Studio.
Notes
- The user profile will determine the content 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.
- Writers can use the Online Studio Home page as an entry point to access the Desktop Studio. This enables them to open a procedure or resource directly in edit mode.
Description
| Option | Description |
|---|---|
| (1) Filter zone |
|
| (2) Display modes |
|
| (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 procedure must be defined as executable by users.
|
| (4) Activity pane | This displays a dashboard for monitoring activity over a given period in Self Help projects that logged-in users are authorized to access. Four KPIs are used.
|
: 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, content, 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.
: Used to display only the Recently changed pane
: Used to display only the Activity pane
next to a procedure to run and test it in a Web browser.
icon displayed to the right of the procedure name)
next to one of the procedures to monitor progress in the writing of the procedure via the Procedures
1. Click in the user information zone.
2. Select the language you want.
The menu pane, field names and chart titles will be displayed in the selected language.
1. Click in the menu pane.
2. Select the language you want.
Self Help project names, procedure titles and chart values will be displayed in the selected language.
See the procedure
Functionalities
Functionalities in tables of records
Description
| Zone | Description |
|---|---|
| Functionalities in the top banner |
|
| 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
| Zone | Description |
|---|---|
| Icons in the top banner | These functionalities, e.g. deletion or report download, apply to the current record.
|
| Sections | This displays information in groups.
|
| Open link | This displays the menu item associated with the information. Click the relevant row to see its details.
|
Functionalities in creation wizards
Access: Click + Add in the top banner of the table
Description
| Zone | Description |
|---|---|
| Icons in the wizard timeline |
|
: Validated step, 
: Current step, 
: Non-validated step