navigating knowledge center · 2018. 4. 14. · remember to enter your question as a concise but...

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NAVIGATING KNOWLEDGE CENTER

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WELCOME

This brief overview will provide you with the basics of how to quickly find answers and solutions to questions and issues by searching Knowledge Center. As you will see, Knowledge Center is a powerful search tool and information resource that we hope you will use often.

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GETTING STARTED – SEARCHING

When you log in to Knowledge Center, you’re at the Welcome screen and can immediately begin searching for answers. Simply type your question in the “Ask” field and press Enter.

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SEARCHING – ENTERING YOUR QUESTION

Remember to enter your question as a concise but complete thought in your own words and don’t worry about having to use key words or Boolean operators. Just type your question as you would ask it of someone.For more details on effective searches, see knowledge article NAR5108, Tips for Searching Effectively in Knowledge Center.

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SEARCH RESULTS

Your search results are listed showing the title of the article and the related product for that article. You can filter your results by product by clicking the specific product from the list on the left side. You can also sort by Channel (or type). Note: You will only see products for which you are licensed.

View Search Results

Filter by Product

Filter by Channel

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VIEW AN ARTICLE

To view an article, just click the title.

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ARTICLE OPTIONS

At the top of the article, you have various options.

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Go back to your search results.

Email the article to another Knowledge Center user.

Open the article in a printable format.

Give us feedback about the article.

Recommend a specific change for the article.

Receive an email whenever the article is updated, and add the article to your subscription list on the home page for quick access.

ARTICLE OPTIONS

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VIEW RECENT HISTORY

To view your recent search questions and the articles that you recently viewed, click My Profile. Under Personal Profile, you’ll see a list of your most recent questions and the last articles you viewed.

Recent Search Questions and Recently Viewed Articles

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OTHER HELPFUL RESOURCES – NAVIGATION

Return to Customer Center.

Go directly to Support Center.

Go directly to Case Management.

Go directly to the Finastra website.

Home Customer Center Support Center Case Management Finastra

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The toolbar along the top of the page, allows you to navigate to other sites.

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OTHER HELPFUL RESOURCES – ACTIVITIES

Provide general feedbackBrowse Knowledge Center articles

View a list of recently posted articles

See bulletins regarding upcoming training opportunities

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OTHER HELPFUL RESOURCES – CHANNELS

Besides specifically searching for articles, you can also filter the search results by article type, via the various Channels:

• Bulletins• Dictionaries• Errors• How To• Identified Issues• Narratives• Solutions• System Requirements

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Bulletins – provide notifications regarding changes in products, support, or training

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Bulletins – provide notifications regarding changes in products, support, or training

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Dictionaries – provides access to current reference articles for data dictionaries, file layouts, reports, system windows, and transaction codes

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Errors – a repository for all articles related to error messages

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How To – consists of articles that contain specific steps to completing a task

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SUBSCRIPTIONS – CHANNELS

Subscribe to a channel to receive emails when new articles have been added to that channel.

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SUBSCRIPTIONS – MANAGING

To manage your subscriptions, click My Subscriptions. You can renew or unsubscribe from the channels and articles you are currently subscribed to.

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navigating knowledge center · 2018. 4. 14. · remember to enter your question as a concise but...

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