Revision as of 03:30, 17 June 2021

Canvas Deployment Wizard

The Canvas Deployment Wizard allows Users to quickly deploy canvases.

Canvas Deployment Wizard Navigation Functionality

There are multiple navigation options available to you throughout the Canvas Deployment Wizard. These navigation options are outlined below.

1. START - The "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
2. View - To View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
3. Select - Select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - Allows you to create a New Record within a particular Wizard (where relevant).
5. Create - Allows you to 'save' a New Record you've created.
6. Edit - Allows you to Edit a Record.
7. Save - Allows you to Save a Record.
8. Delete - Allows you to Delete a Record.
9. Previous - Allows you to go Back one step.
10. Clear - Allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
11. Submit - Allows you to Submit the data or Record/s you've added into a Wizard.
12. Close - Allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
13. Search - A Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
14. Next - To to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
15. Breadcrumbs - On the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

Canvas Deployment Wizard

1. Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
2. Select "Canvas Deployment". This will be the same as the Canvas Deployment workbench.
3. Enter a name for the deployment.
4. Select the relevant template to be sent out.
5. Select the appropriate employees, groups and/or departments for this canvas to be sent out under the deployment scope.
6. Under Select Recipients, you can further specify who this template is to be sent out to. This can be the employee, their manager or to a particular recipient specified in a field on the canvas.
7. Click "Next"
8. You are able to review and edit the canvas to make any final changes.
9. Click "Next"
10. You can choose to deploy right away or at a later specified date/time.
11. Click "Next"
12. The next step will allow users to edit the email that goes out to the recipients. This can be loaded from an existing template.
13. Click "Next"
14. The final step will provide a quick summary of what has been set for this deployment.
15. When ready, click the "Submit" button to finalise and deploy this canvas.