Show download pdf controls
  • Help

    Explains how to access prompts and help available throughout the system.

    On this page

    How Help works

    Prompts and help are available throughout the system. Select the Help button for detailed help, relevant to the action you're performing.

    The Help button isn't available on the agent home page.

    Example – Help with this topic

    Image of the expanded Help menu within the system. It shows a lists help with this topic. Each question has a drop-down menu to get detailed information. To access, select the Help ? icon.

    Multiple windows and tabs

    You can open multiple tabs or windows in the system to action more than one client or report at a time.

    To open another window or tab, right click on a menu item and select Open link in a new window or Open link in a new tab.

    Example – How to open a new window or tab

    Image of the open menu view with the selections. To select the 'Open link in a new window' right click on a menu in the system.


    A Print friendly version option is available in the system on screens and reports that can be printed.

    We recommend this printing option, where available, to ensure information is printed correctly.

    From a print friendly version, you'll also have the option to save a copy.

    If a print friendly version isn't available, you can use your web browser print option. This will print information to the scale of the screen you're viewing.

    You can return to the top of this Online services for agents user guide for help on other areas.

      Last modified: 01 Sep 2023QC 54079