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Inspiring
September 25, 2014
Answered

Is there a "dummies" guide to setting up content categories?

  • September 25, 2014
  • 1 reply
  • 494 views

Using: RoboHelp 11 on a Windows 7 system.

I've looked through the Help and I've looked at the sample project EmployeeCare2 (which  has only one content category, US (default), and so doesn't show the benefit of having multiple categories). I still don't understand the best approach for setting this up. For example, do you need to create a unique TOC for each content category and then include only the relevant topics in that TOC?

We have several types of users for our Touchstone application

  • Underwriters
  • Reinsurance agents
  • Insurance agents
  • Business unit administrators
  • System administrators

Would I have to create a TOC for each type of user, including in it only those topics of interest to each user?

Would I then create browse sequences applicable to each user's typical workflow?

Has anyone seen any good documentation about this feature?

Note: In our current Help system, which uses WebHelp Pro, I had to, for various licensing reasons, create a TOC for each type of product analysis (e.g. Loss, Hazard, Geospatial, Data Quality). Each TOC included common topics and topics related only to the analysis type. In addition, each TOC contained conditional build expressions. When a user launches the Help menu, the user sees only the Help modules for their licensed products. While this works fine for our purposes, we ran into some odd behavior with browse sequences.  It appears that the approach I took is similar to the way authors need to develop Content Categories.

This topic has been closed for replies.
Correct answer Peter Grainge

It does say in the The Employee Care 2 SSLs topic "If you want to learn about Dynamic User-Centric Categories (Content Categories) or AIR Help, please see the Salesbuilder 2 sample project."

The TOCs can either be separate or tailored through the use of tags. Which is best will be dictated by how you have written your topics, same for browse sequences.


See www.grainge.org for RoboHelp and Authoring tips

@petergrainge

1 reply

Peter Grainge
Community Expert
Peter GraingeCommunity ExpertCorrect answer
Community Expert
September 27, 2014

It does say in the The Employee Care 2 SSLs topic "If you want to learn about Dynamic User-Centric Categories (Content Categories) or AIR Help, please see the Salesbuilder 2 sample project."

The TOCs can either be separate or tailored through the use of tags. Which is best will be dictated by how you have written your topics, same for browse sequences.


See www.grainge.org for RoboHelp and Authoring tips

@petergrainge

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Inspiring
September 29, 2014

Thanks, Peter.

I'm going through the entire project now to see how various things have been set up, including DUCCs.

Carol