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Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up and Manage the Guidance Workspace

Steps: Set Up and Manage the Guidance Workspace

Security:
  • Set Up: Guidance Workspace
     domain in the User Success Platform functional area.
  • Security Activation
     domain in the System functional area.
  • Any security domains that secure the Workday task for which you're configuring QuickTips.
You can use the Guidance Workspace to manage your guidance content, including:
  • Convert Workday guidance content from Guided Tours to Guidance Workspace QuickTips.
  • Write your own support text in QuickTips and publish it on the Workday user interface.
  • Monitor guidance usage across your tenant.
You can download the latest Guidance Workspace Supported Tasks PDF file from the Workday Community. See: From Confusion to Clarity: Embrace the Guidance Workspace and Help Text.
  1. Configure proxy access to create guidance content.
    To access tasks an Author persona doesn't normally have access to, perform the same steps as adding the initial profile. Doing so enables a proxy user to create guidance content.
    Follow these steps in your sandbox tenant to give a manager access to the Author panel. You can then proxy in to create QuickTips content.
    1. .
    2. Add a security group.
    3. Access the
      Domain Security Policies for Functional Area
       report.
      Select
      Domain Security Policy
      Enable
       from the related actions menu of the domain security policy.
      Security:
      Security Activation
       domain in the System functional area.
  2. Access the
    Guidance Workspace
     report.
    The
    Guidance
     section provides an overview of your tenant's Workday tasks, their guidance status (draft, published, or archived), intended audience, and who last modified the task and when.
  3. Select
    Discover Tasks
     to search for or select 1 or more tasks to convert to QuickTips.
  4. Create a new project.
    You can use projects to group guidance content. You can only work on 1 project at a time.
    Example: Create a project to bundle all of the guidance for the Change Job business process.
  5. Select
    Create a QuickTip
     within the project to begin creating guidance for the selected task. You can create QuickTips for any editable field, add or edit rich text content, add links, and attach documents or other media.
  6. You can select
    Preview
     at any time to review your work.
    After first creating your QuickTips in English, you can select other languages.
  7. When you're ready to deploy QuickTips, select
    Save and Publish
    .
    After you publish your QuickTips, you can migrate them to your Production environment.
  8. Complete the project.
    After you're done adding guidance for the project, use the related actions menu to exit.
After you publish and migrate your QuickTips to your Production environment, your guidance is live in Workday. Any users that access the tasks see your guidance.