Overview

Handbook is a place for the documents required for daily processes and operations. Documents are stored into different logical sections. Different sections can be made accessible to different user groups and different tours. These documents can be used to publish process related information of an organization, tour itineraries, travel guides etc. Documents available to the drivers and guides of a tour can also be viewed from the tablet application.

  • Manage Sections

  • View pages

  • Create new pages

  • Edit pages

  • Move pages between sections

  • Create permalink for pages

  • Print pages

View pages

To view the existing Handbook, select Documents on the left hand side bar and click Handbook . It shows the existing sections and pages.

The pages are either listed in a list or in a grid as per the settings of the section. The left panel shows all the sections and the right panel shows the links to the pages in the sections. These pages can also be seen in a tablet application under Handbook.

Click on any of the pages to view its content.

Create new pages

To create a new page, click the section in which the page is to be created. Click Add New Page at the top right corner of the page.

Enter the content for the page, set the page properties and click Save.

  • Code: Short name or identifier of the page

  • Title: Title for the page

  • Page Color: Color in which the code for the page should be displayed. This is used for easy identification of the type of the page. Refer General Terminology for details on the color codes available.

  • Include page as help on: Select all the application pages where this article should be visible in the help or chat box. See the section below for an example.

  • Page Type: The type of content to be displayed in this page. The default page type is Markdown. PaxFlow also allows certain other content types. Refer this article for more details.

  • Content: If the page type is plain text, HTML or Markdown, this section contains the actual content of the page. In case, the page is a google spreadsheet, document or form, publish the document to the web and enter the document ID of the published page. Refer this article to learn how to publish and identify the document ID of a google page.

Edit pages

Editing a page requires permissions. If you have the required permissions, you will see an edit button on the top of the page when you view it.

Edit the content and properties of the page and click Save. The following table describes

Move pages between sections

Pages can be easily moved between sections. To change the section, open the page and click Move to other section.

The list of other sections will be displayed in a drop down. Select the section. The page will be instantly moved to the selected section.

Pages can have permalinks for easy accessibility. To create permalink for a page, open the page and click Permalink button on the top.

The browser URL shows the permalink for the page.

Manage Sections

Sections are logical groups for the pages. Different sections can be used to store different type of pages. To view the existing sections, go to the a section and click Edit section.

Now you can edit the properties of the current section.

By clicking Sections do you enter the sections overview page.

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