InfoCenter Suggestions and Alerts
There are several different ways that you can make InfoCenter entries available to users. Some methods cause the information to be displayed automatically, while others wait until the user requests information. The following sections discuss the most common places that you will use InfoCenter entries.
InfoCenter Entries Attached Directly to Categories and Codes
You can attach InfoCenter entries directly to a category, to a folder within a category hierarchy, or to specific codes within a category. For information, see Category Definition and Code Definition.
Category Level: If the user clicks Display Catelog Entries in the Application Menu while the cursor is in the field for this category, the specified InfoCenter entry will be displayed.
Category Folder Level - Alert: When the user selects any code below this folder level, the indicated InfoCenter entry will be automatically displayed to the user. If another alert is specified on the code itself, that one will override.
Category Folder Level - Catalog: When the user selects any code below this folder level and then clicks Display Catalog Entries in the Application Menu, the selected InfoCenter entry will be displayed. If another catalog entry is specified on the code itself, that one will override.
Category Code Level - Alert: When the user selects this code on a case, the specified InfoCenter entry will be automatically displayed.
Category Code Level - Catalog: When the user selects this code on a case and clicks Display Catalog Entries in the Application Menu, the selected InfoCenter entry is displayed.
InfoCenter Entries Activated Through Suggestions
You can create standard Suggestion Rules that causes the InfoCenter entries to display based on the rules you define. Just like other suggestions, you set up one or two driver categories, then select driver and suggestion codes for the suggestions. For more information, see Suggestions Administration Overview and Defining Suggestions.
Suggested Alerts: These work similarly to alerts defined either on the catalog or code, except that you can define up to two driver codes instead of just one. Suggested Alerts are always run automatically.
Suggested Information: These are activated when the user clicks Display InfoCenter Entries in the Application Menu. Suggested Information is always run manually.
Suggested Responses: These are almost identical to suggested alerts. The main difference is that the user's experience level is considered before displaying the InfoCenter Entry. For information, see the Experience Level field on page Defining InfoCenter Entries.
InfoCenter Entries Attached to Survey Questions
InfoCenter Entries can be attached to individual questions on Surveys in a variety of ways. You can set up both alerts and catalog (on-demand) entries on a question. You can have the entries always apply, or only when there is no response given to the question. For more information, see Defining Survey Questions.