QuickHelp Support Center

Below you’ll find information on customizing Skill Paths.

How it Works

• In QuickHelp’s content library, assets are organized by Topic and Category. However, for consumption, QuickHelp uses Skill Paths and Courses.

Benefits Of Organization-Specific Skill Paths

• You know your end users better than anyone. You can create the exact Skill Path to help them change the way they use software.

• You can add content that is unique to your organization to any Skill Path*.

• You can track completion of all content, even your own.

• You can add your own checkpoints and/or assessments to check for understanding.

What You Need

• Appropriate QuickHelp Administrator access (see Q: What do the different Admin Roles really mean?)

Who is Needed

The following individuals will need to be involved in customizing Skill Paths.

• Your QuickHelp Project Lead
• A QuickHelp Administrator with the appropriate Admin Roles
• When creating and/or customizing Skill Paths, we highly recommend working with your Client Success Manager to strategize and develop Skill Paths with a clear, targeted purpose to convey the desired message with as few courses and assets as possible.

*Important Note:

As a best practice, we recommend that you duplicate a Skill Path and modify the duplicated Skill Path. If you make changes to the original Skill Path, your changes will lost when QuickHelp pushes changes to the Skill Path.  See complete instructions below.

When you customize a QuickHelp-created QuickHelp Skill Path, rather than creating your own, updating that Skill Path (Admin Portal > Skill Paths > Notification) will remove all of your Skill Path changes and set it to the QuickHelp version.

NOTE: If the same Asset is added to multiple Courses in a variety of Skill Paths, and if an end user completes that Asset, it will be marked as completed in all locations, however, as the user goes through the new Course, it will play in line for them as if they haven't previously viewed the Asset. If they choose, they may skip that Asset in the new Course and the Course will still be marked as completed.

Steps for Duplicating & Customizing a Skill Path 

IMPORTANT: When customizing a skill path, we highly recommend that you duplicate the Skill Path and make changes to the duplicated Skill Path. If you make changes to the original Skill Path, your changes will be lost when QuickHelp pushes changes to the original. After you have published the customized version, we recommend that you unpublish the original Skill Path to avoid confusion.

1. In the QuickHelp Admin Portal, select Skill Paths on the left sidebar.
2. Click the magnifying glass icon at the top right to open the search box.
3. Enter the name of the Skill Path that you wish to customize.
4. In the search results, check the box next to the Skill Path.
5. Click Duplicate at the bottom. This will create an unpublished copy of the Skill Path. You are now free to make adjustments to the newly copied Skill Path.
   

   
   

   
   
6. On the Configure screen, enter a new title. This will help you locate the Skill Path and identify the customized version. 
7. Make changes to the information on the Configure screen and click Save Changes when finished.
   

   
   

   

   
   
8. Click Courses at the top, then click the course title at the top. This will provide you with the assets used in the course. You are now free to customize the Skill Path for your organization.

   
   

   
   

   1. To add an asset or event, click Add Assets or Add Events at the bottom. Note that Add Assets and Add Events will only show if you do not have a course item selected.
      

      
      

      

      
      
   2. Click an asset to reveal your options at the bottom. The following options are available:
      • Move Up - moves the asset up in the ordered course
      • Move Down - moves the asset down in the ordered course
      • Edit - allows you to make changes to the individual asset
      • Unpublish - unpublishes the asset so that it is not available for your users
      • Remove - removes the asset from the course but does not remove the asset from your QuickHelp tenant
      • Preview - allows you to preview the asset
        

        
        

        

        
        
9. Click Save Changes at the bottom to save the changes made to the course.
10. When you are ready to publish the customized Skill Path, click Skill Paths on the left.
11. Enter the name of the customized Skill Path in the search box.
12. Check the checkbox next to the Skill Path, then click Publish at the bottom.
    

    
    

    

    
    
    

For more information on Creating and Modifying your Skill Paths please reference the following document:

Creating/Modifying Skill Paths