Supporting and Informing Users: Developing User Information Portals and Training Resources

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Description

A common use case for RIM operations is for personal users to have access to their own profiles. This allows the user to act on their own to add, edit, and revise the information and content associated with them in their Pure instance. While users have the best grasp of their own research outputs, activities, and personal information, adding the variety and complexity of information to their profiles can seem like a daunting task. As the flexibility of the Pure system increases, ensuring all the Pure Portal pages follow the same style becomes more challenging.

To ensure that users know how to interact with their profiles, complete the variety of tasks to populate one's profile, and reach the local Pure administrators, customers can develop and manage personalized user information portals. These information portals support the sharing of customized information, guides, and tutorials to assist users. These information portals can also serve as a landing page for users to easily find and locate their Pure Portal profiles and the steps to access their profile's backend access point. This presentation will discuss the development of customer information portals and their benefits. Examples of the types of information contained on customer support portals, as well as current customer examples, will also be showcased.

Event Website

https://expertfindersystems.org/program.cfm

Start Date

5-4-2023 2:30 PM

End Date

5-4-2023 3:00 PM

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Apr 5th, 2:30 PM Apr 5th, 3:00 PM

Supporting and Informing Users: Developing User Information Portals and Training Resources

A common use case for RIM operations is for personal users to have access to their own profiles. This allows the user to act on their own to add, edit, and revise the information and content associated with them in their Pure instance. While users have the best grasp of their own research outputs, activities, and personal information, adding the variety and complexity of information to their profiles can seem like a daunting task. As the flexibility of the Pure system increases, ensuring all the Pure Portal pages follow the same style becomes more challenging.

To ensure that users know how to interact with their profiles, complete the variety of tasks to populate one's profile, and reach the local Pure administrators, customers can develop and manage personalized user information portals. These information portals support the sharing of customized information, guides, and tutorials to assist users. These information portals can also serve as a landing page for users to easily find and locate their Pure Portal profiles and the steps to access their profile's backend access point. This presentation will discuss the development of customer information portals and their benefits. Examples of the types of information contained on customer support portals, as well as current customer examples, will also be showcased.

https://efsrimsrepository.expertfindersystems.org/efs_forum/2023/fullschedule/6