For sure having Wiki pages available in Acumatica is A BIG DEAL.
Here are some things that you can do with the Wiki pages.
First, you can change existing Wiki pages. Since the entire help system in Acumatica is based on Wiki pages, there are already hundreds of pages with very useful content.
However, you might want to tailor some of that content to your organization specifically.
For example, maybe I am in the Vendors (AP303000) screen and I want to find out more information about the Status field. I can click the Help button in the upper right-hand corner of the screen and I’ll be taken to the Wiki help page for the Vendors (AP303000) screen. Here is a screenshot of the help on the Status field:
But, maybe I want to change some of the language to make things more specific to my organization. I can easily edit the Wiki help page and make some changes. Once I save the Wiki, anyone looking in Acumatica for help on the Status field in the Vendors (AP303000) screen will see my newly added information (I added a sentence at the end of the “On Hold” section).
What if you are too afraid to edit a Wiki help page because you don’t want to lose the nice looking out-of-the-box page from Acumatica?
Don’t worry, Wiki pages save each version, just like attached files do.
Simply click on the version that you would like to revert back to (1 in this case) and then click the Revert button in the screenshot above. This will restore the original Wiki page.
You can also view what the Wiki page looked like for a specific version by clicking the View Version button or compare the version to another version (changes, additions, deletions, etc. will appear similar to the way they do when you display changes in Microsoft Word) by clicking the Compare button.
Bottom line, feel free to go to town making modifications to your Wiki help pages. You can see who made each change, when they made them, and you can always revert back to the original if things get bad.
Also, you aren’t limited to editing existing pages. You can create your own library of Wiki pages for things that aren’t directly related to an Acumatica screen.
Maybe you’d like to create a Wiki page for the company organization chart or the procedure for requesting time off. The possibilities are endless.
You can even add a Wiki page to the Acumatica dashboard so that it is the first thing your employees see when they login to Acumatica.
Once again, I’d like to point out the power of having a web-based application. All the Wiki content that you create is just a hyperlink away from being accessed by another user. You can link to your content in an email, in a Microsoft Excel document, on a PowerPoint slide, etc.
Also, don’t forget, since Acumatica is licensed for unlimited users, you don’t have to be concerned about leveraging this feature for everyone in your organization.
Regarding how to apply Wiki pages in your organization, the possibilities really are endless.