Access the VFP OSC site

To access all content in the KB, sign in with your Help Center account. A limited number of articles can be viewed without an account, including articles for teachers who use SIS and employees who access the FIS Staff Portal and the VFP Employee Portal.

To set up an account, see: Help Center: Set Up Your Account

1. Sign In: https://help.csiu.org/portal/en/signin or
   

Access through these links as of 7/2/21:

FIS:

2. Enter your Email Address and Password.
   

View KB Articles Without an Account

Teachers who use SIS and employees who access the FIS Staff Portal and the VFP Employee Portal can view articles without creating an account to access the Help Center. You can also access all Help Center training articles without an account.

1. Navigate to: https://help.csiu.org/portal/en/kb or
   

Access through these links as of 7/2/21:

FIS:

2. Select a category and a series of sections to browse available articles.
   

Only content that is available without an account displays on the KB without signing in. 

3. You can also search by keyword for articles related to your information need. For more information on searching, see: Search the KB section in this article
   

Access Knowledge Base Content Through Search, Navigation, or Tags

There are three main ways to discover content in the Knowledge Base: 

1. Search globally or in a specific category.

2. Browse the navigation.

3. Select tags to show related content.

Search the KB

There are several ways searches are performed for KB articles. Where you are in the Help Center or Knowledge Base will determine what articles are returned in your search.

Search Globally

This search returns results across all categories (e.g. FIS or SIS).

Search from the Help Center main page or the Knowledge Base main page that shows both FIS and SIS:

1. Click in the Search articles field, and then select Knowledge Base. 
   

Knowledge Base is selected by default but can be changed.

2. Enter your search term(s).
   

Typing the singular version of a word may yield more search results than the plural. You can also try a term with or without the “ing” at the end, like “report” and “reporting” if you are not seeing the results you expect.

Searching for “journal” returns:

Searching for “journals” returns:

3. Review your search results and click on an article.
   

For a global search, you will see results for all categories in the KB, including FIS, SIS or General Information. When you view your search results, look at the title to show you what category the article is in. 

Examples: SIS: Title ; FIS: Title ; Help Center: Title

          

Search in a Specific Category

When you select an article or navigate to a specific category, like FIS, and then search, your results will only pull from that category. Search this way to limit the number articles returned and to only show articles from one software product.

In the example, I clicked on the Financial Information System category and searched for “reporting” again. You can see that the SIS results have been removed from the list.

Navigate the KB to Browse Articles

Explore instructional content by software product if you are not sure what to search for or if you need information about a specific area of the software. The navigation options for FIS and SIS are set up differently to accommodate the needs of our users. Please read below to understand the categories and sections available.

For all categories, start by selecting one of the links to the Knowledge Base. 

Financial Information System

The FIS navigation is set up to mimic how the software is designed.

From the Knowledge Base main page:

1. Click the box for Financial Information System.
   

2. Click an application, like Fund Accounting or HR/Payroll.
   

3. Click a module, like Purchasing in FA or Staff in HR/PY.
   

Note: Multi-Module Processes contain articles that cover content that span multiple modules, like the End of Year processes.

4. Click a menu option, like Directories.
   

Note: Multi-Menu Processes contain articles that cover content that span multiple menus, like the attaching check signatures globally or to specific bank accounts.

5. Click the title of an article.
   

If there is only one article in that section, the article opens directly. If there are multiple articles, a list displays with those titles.

You can also navigate from the side of the screen under KB Sections or from the blue menu path on the top.

Student Information System

The SIS navigation is set up by audience and topics.

From the Knowledge Base main page:

1. Click the box for Student Information System.
   

2. Click categories at the next levels until you see an article or a list of articles.
   

3. Click the title of an article.
   

If there is only one article in that section, the article opens directly. If there are multiple articles, a list displays with those titles.

You can also navigate from the side of the screen under KB Sections or from the blue menu path on the top.

Select Tags to Show Related Content

Tags are used to group related content together. Tags will continue to be developed as we analyze searches that fail to return results. You'll see more tags as we adapt our help content to the Help Center platform as we transition away from the Online Support Center.

Currently, we are using these tags:

1. Scroll to the bottom of the article.
   

2. If a tag is applied, click the tag button that displays under the Tags heading, shown here as video.
   

If there is no tag, you will not see the Tags heading above the Updated information.

3. Select other articles from the list that also have the same tag applied.
   

    

           

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