Self Help - The Editor Portal

The Editor Portal groups a set of functionalities intended for use by the writers of Self Help projects.

It can be accessed in the Self Help Home page.

         Editor portal.png

Title bar, menu bar and toolbar


         Title and menus and tools bars.png

(1) Title bar: Information on the current Self Help session, i.e. server name, domain, logged-in user.

(2) Menu bar. Open url.png See the description in the Studio.

  • Grayed-out options can only be accessed via the Studio.
  • You can select File > Import... in the menu only in Edit mode. This is used to import an archive to the last project opened in the Studio.
  • If you select options from the View and Mode menus, they will automatically be taken into account in the Studio.

(3) Toolbar

Home page icon.png  Used to return to the Self Help Home page.


Quick Start

Access: Start

Used to open a PDF file that briefly explains:

  • How to log in to Self Help via the login window.
  • How to view procedures in the Studio.
  • How to enable users to view procedures.
  • How to access the documentation portal.


Access: Create

Used to provide step-by-step procedures that describe how the Studio works.

         Home page Documentation Self Help.png


  • The Home page of the portal displays documentation by topic.
  • Click one of the topics to see the list of help procedures.
             Procedure - List.png
  • Each help procedure provides step-by-step instructions.
             Procedure - Detail.png
  • A toolbar is available in each procedure. Open url.png See the detailled description.
    It is used to:
    • Procedure page - Toolbar - Overview icon.png Display a flow chart of the whole procedure.
    • Procedure page - Toolbar - Report icon.png Generate the execution report of the current procedure.
    • Procedure page - Toolbar - Comment icon.png Send a message with a file attachment to writers of the procedure. This feedback can include errors in the content, comments, suggestions, etc.
    • Procedure page - Toolbar - Share icon.png Generate the URL of the current page to share it with other users.

Best Practice

  • You can also click See the detailled step by step in Self Help button in some procedures in the wiki to access step-by-step procedures on how the Studio works.

example  Detailled step by step in wiki.png

Description of the toolbar

         Procedure - Toolbar.png

Failed to execute the [include] macro

Failed to execute the [include] macro

Failed to execute the [include] macro

Failed to execute the [include] macro


Access: Admin

         Administration module.png

Used to provide access to the Administration module. Note: The menus available will depend on each user's access rights.

  • Analysis statistics and monitoring of Self Help projects.
  • Import of metadata files containing the properties of components in Self Help) projects to the Studio.
  • Mass import of users to the Studio.
  • Management of scheduled tasks.
  • Management of virtual agents.
Last modified by Unknown User on 2020/08/14 08:47
Created by Administrator XWiki on 2019/12/10 17:21


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