OK guys: here's a very basic Wiki entry for a random topic to give you a proof of concept flavour of how the online wiki might work. It's for the 'Search Template for Invoicing' page.
Steps:
1. Install the wiki module per instructions. You may have to change some permissions to keep things going (some of my directories/files were unwriteable after install)
2. Click on the Search Invoice Template page link (sales - Template for Invoicing)
3. In the wiki click on
(Create Help.SearchInvoiceTemplate)
Again, fix permissions if you have to.
4. Enter the following example text:
Purpose:
Often will you want to create similar invoices again and again. Rather than re-keying new invoices from scratch, Front Accounting lets you mark certain invoices as 'templates' and then use these templates to create new invoices with most of the information already filled in. This saves time by removing the need to re-enter all invoice information from scratch.
How to use:
Any invoice already marked as an invoice 'Template' will appear on this 'Search Template for Invoicing' page, based on the search criteria you enter at the top of the page. You can search on invoice number, location or item to find an invoice to copy. After clicking 'search' you'll see a matching list of invoices. From this list you can then choose the one you wish to copy and re-use by clicking the page-arrow image at the end of the row (next to the currency column). This will take you to the 'Sales Order Entry' screen where you can change the necessary details (customer, dates, items and delivery details) and create a new invoice by clicking the 'Place Invoice' button. To cancel, click the cancel invoice button, or return to the previous 'Search Template for Invoicing' screen by clicking 'back'.
Extra Notes:
Please note that you only can only template invoices that were originally marked as 'templated' when you created the original invoice. Unmarked invoices do not appear in the 'Search Template for Invoicing' page list.
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Now you should have a working wiki page - get it again by clicking the Search Template Invoice link, and then the help question mark at the top right of the frame.
Note I didn't put in any formatting, and I'm not sure I got the functionality 100% right either, but it's more a proof of concept.
Let's have a discussion now about the general layout we'd like for each entry (it's so important to try to keep these consistent). For starters, I used 'Purpose', then 'How to use', then 'Extra notes'. Ideally EVERY SINGLE wiki page would follow a consistent format, as this is critical in imparting system knowledge to users. If we can agree on one, we can then publish this so people can stick to it. The alternative is to have a hotchpotch of layouts which would be pretty much useless for quick referencing on how to use the system. We also need some 'rules' on the articles. Here are some examples I thought of:
- no simply rehashing the field names (you know the sort of useless documentation I'm talking about: see just about anything in doxygen).
- good plain English or whatever language the wiki is in (native speakers can fix any contributions I'm sure)
- Always addresses the 'why am I on this page' through the purpose paragraph
- Doesn't rehash obvious, system consistent processes in detail ie. don't have to rehash how to fill in a search screen each time - this is consistent throughout FA.
OK - that's my thoughts - over to you. Feel free to change/tear apart - it's ok I can take it!
Cheers
Pete