Wednesday, March 29, 2017

How wizards will help your users to start using the system without having to come to training classes?

Wizards is supposed to be very clever guy that will help you solve any problems. This is what we call our online intelligent help module.
The problem when you start using the OfficeCentral is the complexity of the software. The same software can be used by user in Malaysia, Indonesia, India or other countries. Obviously setting is very important to tell the system what country you are located, what currency, your accounting period, your working hours etc. Most users need to come for training to do the setting.
I notice that probably more than one hour will be used to do global setting, module setting, user setting, format setting etc.
The wizard wll solve this problem:
When you log into OfficeCentral, you will see "wizard". Click the wizard.
The you will be guided by the document,. Just follow the instruction.
The instruction is live.
For example:
1. Select your country
The system will show the current setting,
and if no setting, will show not set yet.
Then you seect your country,
example select "INDIA"

2. Select your currency.
The system will show the current setting,
and if no setting, will show not set yet.
Then you seect your currency,
example select "Rs"

3. Sect your accounting period:
The system will show the current setting,
and if no setting, will show not set yet.
Then you set your accounting period,
example set Start "January" " 2017", End "December", "2017"

And so on.
The difference between wizard and user manual is in user manual you will be told what to do,
and you log in into the system and do the setting your self. It will work. But most users rarely read the manual. They just log in and try to figure out what to do on the go.
In wizard, you do it within the wizard document and follow the live guide.
The wizard will even tell you what is the current setting.

Wait when we launch the wizard soon.

 

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