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BalanceWORKS Help Basics

           

Overview of HELP

Help is available from the page header in balanceWORKS software. Three types of Help are available:

  • Documentation (Help and User Guides)

From any Help page, a Search field is available in the upper right. Search results will include tags that can be clicked for more information on related topics. To display the Table of Contents, click the link on the upper left; here the Help topics are organized by balanceAAP module, and additional information is also available. The Library link provides access to User Guides.

  • On Screen Help (screen captions)
  • Video Tutorials (where available)

Page Header

A standard page header, common to all balanceWORKS software, appears at the top of the screen. Using buttons on the right side of this bar, you can:

Switch Applications

Set Account options

Request Support by sending a message to Berkshire

Logout of balanceWORKS

Return to the software application's Home page from another screen

Access System Tools (if permission has been granted)

Open Help (described above)