How to update Home User Guide content

Objective

To outline the steps to review and update the home user guide content for a new site before granting customer access. 

Ensuring Accurate Home User Guide Content for New Site Access - Watch Video

Key Steps

Step 1: Log In and Access Site Cards 0:01

• Log in to the system.

• Check the home user guide content for the site to ensure it is accurate and up-to-date.

Step 2: Locate the Site Card 0:11

• Scroll down to the bottom of the dashboard to find the site cards.

• If the site card is not visible, use the search function to locate the plot.

Step 3: Navigate to Home Guide Section 0:21

• Click into the site card to access the tabs.

• Go to the home guide section.

Step 4: Review Home User Guide Categories 0:32

• Click into all of the home user guide categories to view the current content.

• Edit and update the content as necessary.

Step 5: Manage Category Visibility 0:49

• Use the search bar to pull back relevant categories and cards.

• Toggle categories on or off to ensure the handover pack is accurate for the location.

Step 6: Edit and Save Updates 1:01

• Click into each category to check the content.

• Make any necessary edits and save updates, which will apply to all plots at the location.

Top Tip. Click on the 3 Dots Menu and choose an option: 

1. Use Template: To review any existing content template, edit and Publish to the relevant sites and plots
2. Create Template: To create a new template to use for this category now, and re-use in future across sites
3. Edit Content: To make immediate changes to site HUG content displayed (i.e. not using templates)
4. Edit Key Contact (where applicable): This will tag relevant key contacts associated to the user guide e.g. customer services or warranty provider information

Step 7: Hide Unwanted Categories 1:09

• If a category should not be displayed, toggle it off to hide it for that location.

Step 8: Final Review Before Handover 1:22

• Once all categories have been reviewed, proceed to prepare for handovers.

Cautionary Notes

• Ensure all updates are saved before exiting the home guide section.

• Double-check that no important categories are accidentally hidden before customer access is granted.

Tips for Efficiency

• Familiarize yourself with the search function to quickly locate site cards.

• Regularly check for updates to the home user guide content to streamline the review process.

What Next?

1. Make plot specific updates and push notifications for individuals plots - via the Aftercare menu > User Guides

2. Create New User Guides: If you would like to add a new user guide - click on '+New Guide Category' button at the bottom

3. View & Update HUG Templates: Create templates if you are going to reuse content across sites in future