Add or Edit Guided Access

By adding guided access, administrators help to clarify and streamline the case creation process for end users in Public Access.

PREREQUISITES:

  • The Guided Access security function and its associated sub-functions must be selected for the security role you belong to in order to see the Guided Access option in the Admin app and be able to add, edit, or make other changes. See Security Roles for more information.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

  1. From the home page, click Permitting and click Guided Access.
  2. On the Guided Access panel, click Add record.

  1. On the Add Guided Access panel, use the Pages drop-down list to select the specific page of the case template the guided access appears on.
  2. Use the Case Template drop-down list to select the case type the guided access appears on.

NOTE: If you create a guided access element using the Initial Page option, the user will see the associated guidance text immediately when they access the New Application page in Public Access, prior to choosing a template.

  1. In the Help Text field, enter brief but clear instructions on what users should do on the page in question.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. To edit an existing comment, select the guided access profile you want to edit.

The guided access profile automatically loads in the Guided Access Detail panel.

  1. Make any changes you want to the record on this panel.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.