Using the Help

This system provides several ways for you to get help with a form, a field or other component on a form, or procedures to accomplish various tasks. This system makes extensive use of context-sensitive help, which allows you to easily get help when and where you need it, so you can get back to the task at hand.

To get help on a form, with focus on the form, select Help > Current Form.

To get help with a field, button, menu, or other component of a form, do any of these:

  • Right-click on the component and select Help.
  • With focus on the component, select Help > Current Field.
  • With focus on the component, press F1.

Field-level help is available on some, but not all, forms.  In most cases where field-level help is not available, there is a Related Topics link to a process topic that describes the fields.

To get general help or to browse the help, select Help > Contents and Search.

To search for a phrase in the help, click the Search icon. There are two levels of search: the upper field searches the whole collection and the bottom field searches only the current guide or module. Specify a term or phrase and press Enter. To reduce the number of matches, use the Boolean AND between words, for example item AND cost.

When you open more than one context-sensitive help topic during a session, the new help topic either displays in the same tab or window, or it opens a new tab or window, according to the default option you set for your browser.

To get background and technical information about the current form, with focus on the form, select Help > About This Form.

You can also print topics.