Navigation
Learn how to navigate Keyfax Admin Tools.
Last updated
Learn how to navigate Keyfax Admin Tools.
Last updated
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.
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
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.
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
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.
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.
When switching, Admin Tools will close all open tabs and load the database of content for the selected Script Type.
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.
This area displays environmental settings and the Exclusive mode setting (Yes/No), as well as the version of Admin Tools being used.
