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How to Copy Articles from blog.quickschools.com to Help Center

Because our blog, blog.quickschools.com has so much good support content developed over the years, we're copying posts in from the blog rather than re-writing everything from scratch in Help Center. However, as a note: we are only moving support documentation and information such as tutorials, tips and tricks, and feature setup check-lists. Summary/roll-up posts, outdated feature information, company updates, etc. will not be moved The goal of this project is to consolidate ALL of our "support documentation" into one searchable site. Because this is such a big undertaking any and all help on this is much appreciated! 

The process for doing this fairly straightforward. Steps are as follows:

  1. Go to blog.quickschools.com 
  2. Look for a post - make sure it tells the reader how to use a feature. Posts that are not support materials should not be copied into Help Center.
  3. Search Help Center to make sure the blog post has not yet been moved over. We do not want duplicates as this makes search results weird. If you found a would-be duplicate, just go ahead and look for a different article.

    Once you find that the post you have does not yet have an entry as an article in help center, the steps to create it as one are as follows:

  4. Go to Zendesk, then click the round icon on the lower left of the page - it looks like of like the chrome icon
  5. Click the "Add Article" button on the lower right of your screen
  6. Give the Article as useful name - it does not have to match the blog post exactly
  7. Copy the blog post into the content area for the article
  8. Read through the article and edit as follows:
    • Blur out all student and teacher names. If you see sample student data and the screenshots would still make sense if these names were blurred out, please tastefully blur out these names. If you have Photoshop, the "Sprayed Strokes" filter works great, or feel free to use another software. Or, notify HipChat and someone should be able to fix the screenshots for you.
    • Remove all hyperlinks to the blog. You may link to corresponding Help Center articles as you see fit.
    • Edit the text to remove all reference to information to the post being a feature announcement. Words like "now" and "new" are definitely some giveaways.
     Please see below for an example of how the "raw text" from a blog post looks in comparison to the version updated for Help Center.
  9. Add labels to the article by using the box in the right sidebar. Adding labels is a very important step as it allows users to have a more expanded search option. Please use the labels already created first, and if you need to make custom ones, please feel free to do that - but be sure to check your spelling! Check here for more info on how to label/tag articles
  10. Select the section of the Help Center that your article should be posted.
    • If the article only impacts Publc/District schools, post to a section in that category.
    • If the article impacts private and public schools, feel free to make a judgement call about which category is better based on the use - if public/district schools use the given feature more, then please post to their category.
    • Otherwise, err on the side of posting to the private schools.
    • If the article is about an App, please post in the correct section within the Apps category
  11. Click "Post Article" - you're done! :) 

Of course, do feel free to holler in HipChat if you have questions on this :) 


Raw Text

We’ve just released a new improvement to the Fees Tracking module. When creating a Standard Charge in QuickSchools, you can now specify whether the standard charge should be applied as anInvoice. Just check the appropriate check box:

Apply a Standard Charge as Invoice

Apply a Standard Charge as Invoice

When you “Apply” the Standard Charge, instead of creating charges for each student / family, you can instead combine charges into an invoice. The resulting invoice can of course be printed.

Check it out, and let us know what you think!

 

Updated & Posted Version

When creating a Standard Charge in QuickSchools, you can now specify whether the standard charge should be applied as an Invoice. Just check the appropriate check box:

Apply a Standard Charge as Invoice

When you “Apply” the Standard Charge, instead of creating charges for each student / family, you can instead combine charges into an invoice. The resulting invoice can of course be printed.

Check it out, and let us know what you think!

 

 

 

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