Case management help text AS

You can define help text to be displayed in the general help text for a case or in the What's next area when managing a case.

Select Case management help text from the Workflow settings.

To access the Workflow settings, select Administration from the top bar dropdown.

Select Edit help text next to the case type you wish to add / amend help text for.

The context drop down displays the points within the workflow of a case when the help text would appear, for example when a new case is received.

Select the Context.

Using the WYSIWYG editor add the appropriate help text, then Save changes.

In the following example we have added a link to the Complaints user guide using the General help panel:

The link will now appear within each case on the right hand side of the Status section by clicking on the guide book icon:

We can also add specific text to help with managing of cases.

The text will now appear at the beginning of the What's next area.

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