Custom tours

Learn more about ‘Custom tours‘ in ‘Adminstration‘

Custom Tours – Flows

Summary

Be able to manage the ‘Custom Tours’ options for you to configure on your intranet

Steps

1. Navigate to the ‘Workbar‘ and select the cog icon (Administration)
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Custom Tours‘ dropdown
4. You will be redirected to the ‘Flows‘ screen
5. To create a ‘Journey‘ select ‘Add Journey‘, here you will be presented with the ‘Add Journey screen‘
6. Input the following:
   1. Title
   2. Location
   3. Autostart checkbox
   4. Target 
   5. Step(s):
      1. Heading
      2. Summary
      3. Points on a page
      4. Placement
      5. ‘Add Another Item’ if required
7. Select ‘Save‘
8. Select the ‘Points On A Page‘ tab
9. Here you will be presented with a list of all ‘Poins On A Page‘ available

Custom Tours – Checklists

Summary

Be able to manage the ‘Custom Tours’ options for you to configure on your intranet

Steps

1. Then select the ‘Checklists‘ tab on the ‘LHS‘ 
2. Here you will be presented with the ‘Checklists‘ screen
3. Select the ‘Add checklist‘ button
4. Input the following:
   1. Title
   2. Task name
   3. Link options
   4. ‘Add another item’
5. Select ‘Save‘
6. To ‘Edit‘ or ‘Delete‘ a ‘Checklist‘ select the ‘Three dots‘ in the ‘Actions‘ column

Custom Tours – Profile Completion Indicators

Summary

Be able to manage the ‘Custom Tours’ options for you to configure on your intranet

Steps

1. Repeat steps 1-3 from the ‘Checklists‘ instructions for ‘Profile completion indicators‘
2. Select the desired ‘Checkboxes‘ for the items you would like to dislay on the checklist
3. Repeat step 6

Custom Tours – Slideshows

Summary

Be able to manage the ‘Custom Tours’ options for you to configure on your intranet

Steps

1. Select the ‘Slideshows‘ tab on the ‘LHS‘
2. Select add ‘Slideshow‘
3. Input the ‘Title‘, ‘Site link address‘ & desired ‘checkboxes‘
4. Select ‘Edit Slides‘ then configure how you want the ‘Slides‘ to display using the ‘WYSIWYG‘

   

   Custom tours – Add slideshow

    

5. Select ‘Save‘
6. To ‘Edit‘ or ‘Delete‘ a ‘Checklist‘ select the ‘Three dots‘ in the ‘Actions‘ column

   

   Custom tours – slideshow

    

Custom Tours – New Starter Timeframe

Summary

Be able to manage the ‘Custom Tours’ options for you to configure on your intranet

Steps

1. Select the ‘New starter timeframe‘ tab on the ‘LHS‘
2. Input the ‘Title‘, ‘Type‘ & desired ‘Time‘
3. Select ‘Save‘

Custom Tours – Induction Progress Reporting

Summary

Be able to manage the ‘Custom Tours’ options for you to configure on your intranet

Steps

1. Select the ‘Induction progress reporting‘ tab
2. Here you can see all of the induction progress reports of new users on the intranet.
3. You can filter by:
   1. Created date
   2. User
   3. Checklist
   4. Completion
4. Select the ‘Dashboard‘ tab to view an overall report on the ‘Induction progress reports‘

   

   Flows in custom tours