Exploring Guided Setup

Guided Setup assist you with planning the roll-out of the product and performing the basic configuration to go live. The included features and steps assist you with planning the roll-out of the product and performing the basic configuration to go live.

The Guided Setup process keeps track of what tasks you have completed, so that you can stop and start again where you left off.

Navigation support in Guided Setup

Guided Setup player is supported in Playbook Experience and Next Experience. You can choose between the two experiences where the playbook player experience provides the forward and back navigation support and the immersive reader experience supports only the current category tasks in the left navigation. You can also access Guided Setup task pages in Playbook Experience for a vertically focused experience.

Guided Setup home page

The Guided Setup homepage contains an overview of configuration types for your Guided Setup. You can select the Guided Setup type and Continue to launch 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: 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.

Note:

You can enable or disable the mark complete action in Guided Setup player based on the user's action on that task. If a task is mandatory, Skip option is hidden in the player interface and * sign is displayed alongside the task name with a 'Mandatory' tag.

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 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. Assign tasks to relevant users as required.

Guided Setup task page

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To perform a task click on one of the tasks listed and select Mark as complete once completed.

Other actions you can take include:

• <Category>: Click your category drop down to view a list of all categories.
• Assign tasks: Assignment of Guided Setup tasks includes these features:
  • Assign and transfer Guided Setup tasks to relevant users, for execution. This capability requires admin roles and the assigned user gets notified on task assignment. The assigned task is locked and shows a lock sign for other users.
  • Access any unassigned task, a user with admin rights of Guided Setup.
  • As a task assignor, you can remove the task assignment in the absence of the assigned user.
• Add optional steps to an existing Guided Setup at the runtime of the player experience. This feature is available in the Playbook Experience as custom steps.
• 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 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.
• You can also create a UI page by accessing a Guided Setup task template in the UI Builder template section.
• Embedded Help Click to learn more about the task.

More Guided Setup features

Lock icon

When it appears against 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 options are changed to Continue. Other action buttons change to prompt you to continue with or edit completed tasks.