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Best Practices

What we and our clients learned while creating instructions.

Frequently Asked Questions (FAQ)

  • Infrastructure and Technology
  • Enablement
  • Assist Studio, Assist Client and Admin Console
  • Content Development and Maintenance
  • Security and Privacy

Best Practices

  • General
  • Element Selection
  • Workflow Steps (Balloons)
  • Balloon Position
  • Entry Points and Anchors
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Platform Specific Best Practices

  • Best Practices for CA PPM
  • Best Practices for WorkDay
  • Best Practices for Oracle Cloud
  • Best practices To Setup Clarity PPM Experience

Creating Guidance Content

  • Best Practices: Use Cases for Different Guidance Types
  • Creating a Workflow
  • Creating Validations
  • Creating Tooltips
  • Creating Announcements
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Apty Integrations

  • Apty Integration with Moodle
  • Apty Integration with Cornerstone
  • Apty Integration with Google Forms (Embedding Surveys into Announcements)
  • Apty Integration with Microsoft Forms (Embedding Surveys into Announcements)
  • Apty Integration with Qualtrics (Embedding Surveys into Announcements)
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