Getting Started

Using the Help Documents

General information on the application

If you are looking for general information on the application, click here for a quick tour of the basic features of the application. The quick tour describes how to log into the application, navigate through the windows, modify your user preferences, and generate reports. The quick tour also contains links to related documents that provide detailed information on specific topics, such as the Jobs Viewer and View Reports window.

The Version 7 help documents are organized into individual topics. Each topic covers a specific element or process within the application. Many of these topics include a list of procedural steps or explanations that can be expanded or collapsed in order to display only the steps that are relevant to your current task. Click the Expand drop-down button next to a step to display the step details. Click the button again to hide the step details.

For example, click the Expand button at the end of this line to expand the text.  

 

• Expanding the text below a procedural step will display all of the details related to that step.
• Click the button again to collapse the expanded text.

You can also use the Expand All icon at the top of the page to expand all of the procedural steps included in the current topic. When the steps are expanded, the icon changes to Collapse All and can be used to close all the procedural steps in the topic.

General information on a module

If you are looking for general information on a module (for example, the Utility Billing or Cash Receipts module), open a module overview document by clicking on a module in the Table of Contents to the left (Click here for an overview of the Utility Billing module.) The module overview documents provide a basic overview of the module and contains links to documents that contain more detailed information.

General information on how modules interface

If you would like a general overview of how the modules in the application interface with each other, open the Interface Diagram page. The Interface Diagram page displays a matrix of the modules and how they interface, including a brief description of the interface.

Flowchart diagrams

There are also flowchart diagrams on many of the module index pages that display how batch processes within modules interface with one another. For example, open the PO module index page (click here) to view how the processes in the PO module interact, and how purchase orders become AP module invoices. The flowchart diagrams represent how the batches and modules within the application interface at a process level, not at a work flow level (for example, the PO module flowchart does not include information about how purchase orders are approved within departments).

Help Documentation Icons

The Version 7 Help website displays a series of icons across the top of the open documentation topic.

• The Expand All icon is used to expand all of the procedural steps included in the current topic. When the steps are expanded, the icon changes to Collapse All and can be used to close all the procedural steps in the topic.
  • You can also use the Expand drop-down or Collapse drop-down button next to a single step in the topic body to expand or collapse the step details for that single step.
• The Print icon is used to print the document that displays in the window. Clicking this icon will create a printer friendly version of the document that does not contain the menu bar or extraneous graphics.
  • Only the steps that have been expanded with the Expand drop-down button will be printed. This allows you to avoid printing unnecessary steps. Click the Expand All icon before printing if you would like to include all of the topic steps in the printed topic.
• The Remove Highlights icon is used to remove search results highlights from current help topic.
• The Navigate Previous and Navigate Next icons are used to navigate to the previous topic or the next topic in the help documents.
• Click the Mobile icon to open the mobile version of the help documentation.
• Click the Customer icon to open the Springbrook Support Portal. This portal is used submit new support tickets, check on the status of existing tickets, and to directly contact Springbrook Support.
• Click the Springbrook Cloud icon to open the Springbrook Software home page.
• Click here for a description of icons in the Springbrook application.

Help Documentation Navigation

The Version 7 Help site offers three methods for navigating through the help documents. The Table of Contents and Index tabs are used to navigate the help topics by module and process or by index keyword. The Search bar is used to search the help documents by a specific term or set of terms.

• The Table of Contents is the standard method for navigating through the help documents. Each module is contained within its own Book icon , and the modules are ordered alphabetically. Click on a module to open the Book icon and display the processes within that module. The processes are ordered as they appear in the application. Open a process book to display the steps in that process.
• The Index is an alphabetical list of key terms that appear in the documentation. Items with an Arrow icon next to them can be expanded to display other related terms. Use the scroll bar to cycle through the terms or type a term in the search box at the top of the list. As you type, the index will automatically narrow the displayed terms.
• The Search function allows you to search for a specific term or set of terms. Type a term in the search field and press ENTER or click the magnifying glass button to search for the term. The results will display the document title and information about the document where the term was found. Results will be ranked by the frequency that the term appears in the document.
  • You can limit your search by choosing a specific module in the drop-down menu to the right of the search field. The search term does not need to be re-entered when searching through different modules. Simply type the search term once and then cycle through the modules to display where the term appears in each module.
  • When you select a document, the search term will be highlighted each time it appears.
  • To search for multiple terms, simply type in the terms in any order. Each term will be assigned its own highlight color, but the ranking system will still display the documents in order of search term frequency. To search for a specific phrase, such as "penalty fee", be sure to enclose the term in quotes.

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