Using Fundamentals Help
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Fundamentals Help is designed to give you basic assistance with finding and using Fundamentals features.

  
 

Two ways to get Help:

Click the Help link at the upper right of any Fundamentals page to launch the general Help system.

Click the Help link located in the group of links at the middle left of a Fundamentals page to get context-sensitive Help specific to that page.

Click Show Contents at the upper left of a context-sensitive Help page to display Contents.

Notes:
  • Notes that merit special attention appear in a green shaded area like this.
  • Each Help page contains some combination of the features described here.
 
Example:

When a specific example can make a feature easier to use.

On the Fundamentals page:

  1. Click the context-sensitive Help link.
  2. Look for a scenario and related procedure, bordered in gray.
 
Tip: Any tips that make your use of Fundamentals easier or more productive appear in a yellow shaded area like this. For example, use Contents, Index and Search features to quickly find a topic.

To perform an operation on the current page:

  1. Leave the Help window open.
  2. Follow the steps described.

    Note     Special notes within a procedure look like this.
To get to this page:

This section at the end of the topic will explain the steps to access the subject page.

  1. On the Policy Tree, select a group or an acoount.
  2. Click a menu in the top banner.
  3. Click the name of the report you want to produce.
Related Topics
Fundamentals Overview