Navigation

Learn how to navigate Keyfax Admin Tools.

The terms used throughout this guide refer to the following areas of the screen:

Most menu items open a tab (or switch to an open tab). Multiple tabs can be opened at any one time; as you click on a menu item, a new tab is displayed with the appropriate display.

IMPORTANT Editing is only permitted in one tab at a time; an asterisk (*) identifies which tab is currently being edited.

Main Menu

Admin Tools main menu

Items and their functions are grouped in the Main menu ribbon as follows:

  • SCRIPTS - the level at which you would like to edit scripts

  • ENTITIES - where the component parts of a script are created and maintained

  • TEST - allows the scripts to be tested from an Operator's perspective

  • REPORTING - Viewer that allows the reports within Keyfax to be run

  • HELP - access to online help

  • EXCLUSIVE - toggles the mode between exclusive and non exclusive access

  • EXIT - closes Admin Tools

NOTE The EXCLUSIVE switch is disabled whilst editing is taking place in any tab

Navigation Pane

The Navigation Pane is where the selection of items (relevant to that tab) are displayed. It will contain a list of items, often in groups and ordered alphabetically. A ‘filter’ is provided in many views allowing you to search the available options.

Navigation pane when editing a Master Script

Menu Bar

Menu bar when editing a Master Script

The Menu Bar shows icons for viewing and editing items. Icons on the Menu Bar will vary depending on which items are currently being viewed and edited. Buttons include:

  • ADD - adds a new item

  • SAVE - save changes

  • EDIT - allows changes to be made to the selected item

  • RESTORE - restores the item to the last saved position

  • DELETE - deletes an item

  • TEXT - edits the text of a Message

  • SPELL CHECK - checks the text of a Message for any spelling errors

  • SCRIPT - displays the script grid

  • PROPERTIES - toggles between the script editing pane and properties

  • FLOW - displays a flow diagram illustrating the current script contents

  • EXPAND - expand all the script steps within a script

  • CLOSE ALL - closes all the script steps within a script

  • REFERENCES - displays a list of areas where the selected item is used

  • GET MASTER - update the currently selected script with the script from the master script set

  • SET MASTER - update the master script set with the currently selected script

NOTE The DELETE button will be greyed out if you are trying to delete an entity or level of a script - (topic or category) unless you are in Exclusive mode. WARNING: Pressing Delete cannot be undone

Viewing / Editing Pane

The Editing Pane is the main work space. It is where the script or entity editing takes place.

The properties of the screen will change based on the type of entity you are viewing or editing.

The example below displays the script grid when editing a Master Script.

Viewing / Editing pane

Script Type

The Script Type menu enables admins to switch between different Keyfax instances based on what has been installed/purchased. For example switching between Repairs Diagnostics and Enquiries Diagnostics.

Script Type selection

When switching, Admin Tools will close all open tabs and load the database of content for the selected Script Type.

Search Anywhere

The search anywhere capability allows Keyfax administrators or script authors to quickly and easily locate any content within Keyfax via a simple keyword search.

The new search functionality is accessible via Keyfax Administrator Tools within the title bar.

Results are grouped by entity and listed alphabetically. Click an item from the list to open it in a new tab.

Previous search terms will remain in the drop-down menu until closing Admin Tools.

Status Bar

This area displays environmental settings and the Exclusive mode setting (Yes/No), as well as the version of Admin Tools being used.

Status bar
PreviousLogging OnNextExclusive Mode

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