Configure Help Text

Since the EMS Desktop Client is the "backbone" for all editions of EMS, such as EMS Web App and EMS Kiosk, it enables you to customize the text that appears to users of those applications in your organization. This help text displays on various pages in EMS Web App, EMS Kiosk, EMS for Outlook, EMS Campus Planning Interface, and the EMS Floor Plans Utility. As the EMS administrator, you can configure this help text in EMS, or if you are assigned to an appropriate everyday user security template (which has administrator access), you can configure it directly in EMS Web App.

Depending on your organization, configuration in the EMS Desktop Client might need to be performed by a different type of System Administrator than configuration and text customization in the EMS Web App.

Configure help text in the EMS Desktop Client

  1. On the EMS menu bar, click Configuration > Everyday User ApplicationsHelp Text

    The Help Text window opens. This window lists the name or description for all types of help text that is currently in use in your EMS Web App and EMS Kiosk installations and the EMS Web App or EMS Kiosk page on which it appears. To filter for a specific type of help text, in Type, select a type.

    You can view all help text including the text not in use. Select Obsolete. Obsolete help text is displayed in red and italics in the Help Text window.

  2. Select the help text that you are configuring, and then click Edit

    The Help Text dialog opens on the Help Text tab. The tab contains options for entering and configuring the help text.  

  3. Configure the help text.
    • Design is selected by default. To display the Help Text the way you want, use the standard Windows plain text formatting options.
    • Select HTML and enter the HTML code to format the message (spacing, number of lines, capitalization, and so on) so that it is displayed the way that you want in the help text.
  4. If translations have been defined for everyday user templates, then open the Translations tab.
  5. For each translation, Text, enter a translation for the help text item.
  6. Click OK

Configure help text in the EMS Web App

Once help text customization is enabled in the EMS Desktop Client, System Administrators in the EMS Web App can follow the instructions below to customize the applications help text. First, enable the feature, then navigate to each page in EMS Web App that you want to customize and enter help text. 

Enable the Custom Help Text Feature

  1. Sign in to EMS Web App.
  2. In the field next to your name, click Admin Functions

    The Administrator Functions page opens.

  1. Click Enable Help Text Edit

    A confirmation message opens.

Navigate to Pages in EMS Web App and Customize Help Text

  1. Navigate to the EMS Web App page where you want to customize help text. 

    The edit icon is available in the upper right of the page.

  1. Click the edit icon. 

    In the edit window click Edit and then enter custom help text.

  1. If your help text should appear in another language, select a language option.

For options in the Language field controlled by another Administrator setting, see Language Translations.

  1. Click Save Changes to apply the text to the selected page.