Contextual Guide and Help

Overview

Help is designed for both new and experienced users. Two complementary levels of guidance can be hidden entirely when you no longer need them.

Guided Tour

Five optional steps, available in English and Spanish, that you can restart from the header:

1. Create a test study
2. Define workstations and tasks
3. Generate an observation plan
4. Record quick observations
5. Review the report and export

The tour does not open automatically or block your work. You can hide its prompt for your account on this device. While a form is open, changing tour steps is blocked; highlights are cleared when the tour closes.

Twelve-Section Help Panel

A non-modal panel provides twelve sections. A violet border highlights the button or area being explained:

• Creating studies
• Personal folders
• Global search
• Overview and filters
• Settings
• Planning
• Quick capture
• Synchronization
• Editing conflicts
• Reports
• Export
• Import

Use the selector to jump to an explanation, the buttons to go back or continue, and the Show area link to locate the target again. Longer explanations scroll within the panel, while controls remain visible on mobile.

Expandable Form Guidance

Expandable guidance in study, workstation, task and observation forms, and in study tabs, explains each field and the effect of changing it. Depending on the context, it covers assignments, classification, performance rating, dictation, drafts and saving.