How to Access the Online Help Documentation

The online Help documentation is built into SEP, which makes assistance available to you when and wherever you need it. The online documentation provides helpful "how-to" and reference information designed to help you get started learning to use SEP. After you feel comfortable with your understanding of how to use SEP, the Help provides a resource to answer specific questions you may have and to help get to a solution by yourself.

Opening the Online Help Documentation

To open the online Help documentation:

  1. Click this button at the top of any page: .
  2. Select the Safe Environment Help option. 
  3. The SEP online Help opens in the left panel. The top the panel provides easy navigation and search options to help you find the information you are looking for. Select any of the following:
    •  Table of Contents: want to know what topics are covered in the Help? Click this tab to open the Table of Contents panel, which is organized like chapters in a book. Click the  next to a title to view a list of related topics, which contains a list of main topics in the Help. The topics are grouped under headings. Select a heading to display a list of associated topics, and then select the topic you want.
    •  Index: looking to quickly find information or a particular topic? Click this tab to open the Index panel, which contains an alphabetical listing of keywords associated with topics in the Help. To find a topic, select a keyword. The topic opens in the right panel. In the Filter Keywords field, you can type a specific keyword to search for. A list of topics containing the keyword is displayed. Simply select the topic you want from the displayed list.
    •  Glossary: need to know the definition of a word or term? Click this button to open the Glossary panel, which contains an alphabetical listing of terms or words related to SEP. Select a term to view its definition.  
    •  Search: looking to find topics that contain a specific word or group of words. Click this button to open the Search panel. Here you can enter your search criteria to find related information. You can enter a single word or a string of words. To perform an exact search, select the Include all words in search checkbox.
  4. To close the Help panel, click the Expand/Collapse button . This button is located half-way down the page between the left and right panels.

Opening Page-Specific Help

Page-specific Help is targeted, context-sensitive information that is associated with a specific main page in SEP, for example, the Individuals page and the Organizations page. Page-specific Help provides quick-reference information and straightforward explanations about elements on the page. For example, in a page-specific Help topic you will find short descriptions of individual controls on the page, such as buttons, menus, and options—just enough information to remind you of the purpose of a particular feature or control. If you need instructions on how to use a particular feature, page-specific Help topics include "how-to" links (in the Related Topics list at the bottom of the page). These links direct you to topics that provide step-by-step instructions for completing a particular task.

To open a page-specific Help topic, click this button on the page's toolbar: .


© January 31, 2024 Safe Environment Program v2.31. ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.