Guided setup
Summarize
Summary of Guided Setup
Guided setup is a streamlined process designed to assist you with the initial configuration of any product or application that includes a Guided Setup module. It helps you plan and execute the product rollout efficiently, ensuring you can go live with the essential configurations. The guided setup player is enhanced by Playbooks for additional support.
Show less
Key Features
- Organized Configuration Activities: Configuration tasks are divided into categories, each with planning guidance and pre-setup steps.
- Completion Tracking: The guided setup keeps track of your progress, allowing you to pause and resume as needed.
- Completion Indicator: Visual progress markers show the status of each category (not started, not activated, or completed).
- Task Management: You can start, continue, or edit the status of tasks, with detailed descriptions and planning information provided for each category.
- Actionable Task Pages: Each task allows you to mark it as complete, add notes for collaboration, and access embedded help for more information.
- Access Control: Some tasks may be locked until you activate a plugin or complete prerequisite tasks.
Key Outcomes
By utilizing the guided setup, customers can ensure a structured and efficient configuration process, minimizing the chances of oversight. You will be able to manage your setup progress easily, collaborate effectively with other administrators, and unlock features as prerequisites are met, ultimately leading to a successful product implementation and go-live experience.
Use guided setup to step through the initial configuration of any product or application that provides a Guided Setup module. Guided setup assists you with planning the roll-out of the product and performing the basic configuration to go live.
Guided setup organizes configuration activities into categories. Each category provides information, such as planning guidance, pre-setup steps, and links to useful help content. Categories also provide a set of links to the pages in your instance where you perform the configuration. The guided setup process keeps track of what you have completed, so you can stop and start again where you left off.
Guided setup home page
The home page for guided setup contains an overview of configuration types for your guided setup. You can select your guided setup type button and the Continue button to open the guided setup steps and begin configuration.
Guided setup categories page
The categories page contains an overview and descriptions of the categories and associated tasks. You can click either the drop down arrow to view information about the category or the Start button to open the guided setup steps and begin configuration.
- 1. Completion indicator
- The completion indicator shows all progress through guided setup steps at a glance. Each
circle represents a category and its status.
- Empty circle: The category is not started.
- Lock symbol: Feature is not activated. You can look at the setup tasks, but not perform them.
- Purple circle: Category is completed.
- 2. Category task completion status
- For each category you can start or continue working on tasks, or edit the statuses of completed tasks.
- 3. Category information
- The category name and description appear. The description often includes further planning information and links to additional content to help you with configuration.
- 4. Tasks
- Lists the tasks and completion status for each activity. Click a task to go to the tasks
for that category.
Use the filter above the task list to display only complete or incomplete tasks, as desired.
Guided setup task page
'
To perform a task click on one of the tasks listed and check the Mark as complete checkbox once completed.
- <Category>: Click your category drop down to view a list of all categories.
- Add Notes: Add notes when assigning task, such as stating how far you got before you had to exit. Notes can help another administrator who continues the work.
- Mark as Complete: Click this button to mark a task as complete in
your guided setup.Note:It may be necessary to mark a task as complete to move on to the next task.
- Embedded Help Click
for more information about the task.
Other guided setup features
- Lock icon
- When it appears in front of an activity, task, or subtask, you cannot access the item. You may need to activate a plugin or complete a prerequisite task to unlock it.
- Action buttons
- After beginning guided setup tasks, Get Started buttons are changed to Continue buttons. Other action buttons change to prompt you to continue with or edit completed tasks.