Using Online Help
Launch the help by clicking ? in the upper right corner of any screen in the software and then click Online Help.
Click the links below in the Related Topics section to learn about the features on any help page, such as the Search field.
Using Breadcrumbs
Breadcrumbs display at the top of the help page. They indicate the path to the page that you are currently viewing. You can click on a breadcrumb to view a parent page.
For example, if you view the "Timesheets Screen" topic, the breadcrumbs look like this:
Home > Time > Timesheets
You can click on one of the breadcrumb topics, for example, the Users breadcrumb, to view the Users form help topic.
Online Help Home Page
The Help home page has links to the Deltek Learning Zone and the Deltek Support Center website.
You can view the help home page by doing either of the following:
- Click the Deltek logo in upper left corner of the help page.
- Above the Table of Contents on the help page, you see the path that identifies the location in the Table of Contents for the topic that you currently have open. Click Home in the path.
Table of Contents in Help
When you launch the help system using ?, in addition to the topic for the form or dialog box that displays, you also see the help Table of Contents pane on the left.
The Table of Contents pane displays all the help topics in the order that you see the applications in the Navigation menu.
The current focus in the Table of Contents is on the topic for the form or dialog box from which you clicked ?.
Use the scroll bar in the Table of Contents pane to navigate to and open other topics for the application in which you are currently working, or for any other application.
Use ▼ or ▲ beside topics in the Table of Contents to expand and collapse the list of sub-topics.
Types of Help Topics
The different types of help topics provide different kinds of information, such as descriptions for fields and options on a screen or steps to complete processing tasks.
Each section of the help contains the help topics for a area of the product, such as Timesheet screen or Receipts. You see these sections in the help Table of Contents in the order that you see the applications in the Navigation pane in Ajera Time & Expense.
The help includes the following types of topics:
| Topic Type | Purpose |
|---|---|
| Overview | Overview topics introduce an application, feature, or process. |
| How to | How to topics provide step-by-step instructions for completing tasks, such as adding a timesheet line and editing an expense report. |
| Fields and Options | These topics provide the descriptions of the field, options, and actions on a form or dialog box, so you can better understand what to enter in fields and the purpose and effects of the options and actions. |
Searching Online Help
Use the online help search to find topics that contain phrases, keywords, or partial words that you enter in the search field.
Searching for Phrases in Topics
Enter phrases in quotation marks in the help search field to return a list of only the topics that contain the complete phrase.
| What you want to search for | Entry in the help search field |
|---|---|
| All topics that mention the timesheets screen | "Timesheets screen" |
Searching for Multiple Words in Topics: AND Search
To search for topics that include all the words that you enter in the search field, enter a plus sign (+) between each word. Each topic returned includes all the words that you entered in the search field, regardless of the order of the words or whether the words are adjacent to each other in each topic.
| What you want to search for | Entry in the help search field |
|---|---|
| All topics that contain both the words "approve" and "submit" | approve + submit |
Searching for Multiple Words in Topics: OR Search
When you enter words in the help search field without quotes or plus signs, the search assumes an OR relationship between the words. All topics that have any of the words that you enter are returned in the search.
An OR search is helpful when you are looking for something and you are not sure of the name or term used in the help.
| What you want to search for | Entry in the help search field |
|---|---|
| All the topics that contain the word "daily" or "statistics" or both | Daily Statistics |
Printing an Online Help Topic
Click the Print icon in the toolbar to print the current topic.
When you click the icon, the Print dialog box displays and you can select a printer and set other options.
Sharing an Online Help Topic
Click the Share icon in the toolbar to email a link to the topic to someone else.
An email message displays with the following information:
- Subject The topic title
- Publication: The product help title, for example, Ajera Time & Expense Help
- Link: A hyperlink to the currently displayed topic
You can edit any of the above information (except the topic link) and add any additional notes that you wish to add.
Add email addresses and click Send.
Scrolling Through Online Help Topics
Click the left or right arrows < and > in the toolbar to scroll through the help topics.
The topics will scroll in the same order that they are displayed in the Table of Contents.