Setting up Instructions

Instructions can be set up on the Index page and the dashboard to provide extra information for both users and employees. These instructions can also be restricted to show to specific groups of users.

How to Navigate to Instructions:

1. Under the ‘User’ tab select ‘Administration’.

2. Select the ‘App. Groups' tab.

3. Click ‘Manage’ next to the ‘App. Group' the instructions will be added in.

4. Select the ‘Instructions’ tab.

5. Click the ‘Dashboard’ or ‘Index’ links beneath the ‘Add’ button to change where the instructions will show.

   1. ‘Index’ refers to the main page of the site where all applications show grouped by App. Type.

   2. ‘Dashboard’ refers to the page that lists applications within a particular App. Group.

6. Click ‘Add’ to add a new instruction.

Instruction Management Form:

1. Basic

   1. Name

      1. This name is used to identify the instruction within administration and is only shown to employees who look at the Instructions tab.

   2. Position

      1. If there are multiple instructions set up, you can specify the order in which these instructions are shown.

   3. Show

      1. Leave this field set to 'Shown'.

      2. Only choose Hidden if you are only adding this instruction to hide another instruction.

   4. Access

      1.  Depending on the selection, the instruction can be shown to all users or only specific groups of users.

2. Basic 2

   1. Access Control

      1. If "Check Access Control List" was selected on the "Access" field, you can select which groups of users should be able to view this instruction.

   2. Message Body

      1. Enter the text you would like displayed to the users in this field.

      2. The Message Body field supports markdown formatting:

         1. Hearder Formatting

            1. # H1

            2. ## H2

            3. ### H3

            4. #### H4

            5. ##### H5

            6. ###### H6

            7. Emphasis, aka italics, with *asterisks* or _underscores_

            8. Strong emphasis, aka bold, with **asterisks** or __underscores__

            9. Combined emphasis with **asterisks and _underscores_**

            10. Strikethrough uses two tildes. ~~Scratch this.~~

3. Toggles

   1. This step applies if you set the "Show" field to "Hidden"

   2. Contact Support@rtvision.com if you would like to set up complex instructions using the toggle feature

4. Click "Save & Exit"