Creating steps within JumpSeat is the heart and soul of the application. Despite its relative importance, it remains a relatively simple and straightforward process. JumpSeat guides can contain any number of steps, transverse domains (without security concerns) and can be attached to any in-browser HTML element. Generally speaking, it is important to be conservative in the number of steps that each guide can contain, and to keep both guides and steps closely coupled to both pathways and roles (if being used).
When writing guides, we recommend using language that is specific, and as jargon-free as possible. JumpSeat was designed to be accessed in a ‘moment of need’, which may often coincide with user confusion and frustration. Use the least number of possible steps, and write for a diverse audience group with broad technical and educational backgrounds. Even though you probably know your user base, try not to make assumptions about how they will use JumpSeat – let them tell you through feedback, and analytics.
- Right after the guide has been created, it will open up in the flight deck and you will be promoted to add your first step.
- Click the red + Add Step button
- Use your mouse to highlight an item on the page, you will see blue dotted lines outlining objects on the page.
- You can outline the whole page to add a tip which applies to the whole page, for example in the case of Overview and Summary steps
- Use the keyboard shortcut SHIFT + ~ to activate the picker tool and add a new step.
- This shortcut is handy in the case of hover items or dropdown menus that require your mouse to stay in one place.
Edit and Delete:
- If you are an administrator of JumpSeat, you will see a pencil and X icons next to guides and steps. Click the pencil to edit and the X to delete.
- Editing Guide: In the flight deck, click the guide to begin. Click the pencil to edit the guide info such as name and description.
- Editing a Step: To edit a specific step, start the guide by clicking on the title, and then click the pencil next to the specific step you want to edit.