(Draft in progress below ... not completed)


The main purpose behind this requirement is to support a good user experience with online help, with task-specific content that is delivered electronically in the context of doing tasks within Kuali software, so the user does not have to navigate separately to find relevant help content.

In order to achieve this, we need to create/support an integrate-able help information architecture that makes it easy to create, update, maintain, translate and link high-quality help content with the logic/codebase.  

Detailed Description


Usage Scenarios

These are coming next!

Mocks and Diagrams

Include any mocks (for UI enhancements) or diagrams that might be helpful in understanding the issue:


If applicable, list expectations for performance (optimal and worst cases would be fine, give time in seconds):


Include links to other confluence pages or external resources that might be helpful for this issue:

Requirements Listing

The Help Framework consists of the following:

  1. The tooltip is the UI component that delivers context-sensitive help for fields and other user-manipulable controls.
  2. When the user hovers over a user-manipulable element (e.g., a field or other control in a form), brief help summary text for the specific field/control should be displayed as a tooltip. 
  3. The tooltip should remain open while the control or field is selected, including while the user is entering data into a field.
  4. The tooltip will close when the user moves out of the field.
  5. For additional tooltip architecture details, see the separate requirement on tooltips.
Non-Modal Rich Message Help Dialog box associated with Help icon/button:
  1. System should allow displaying a help icon associated with a group header and with a page header. The default placement of this help icon will be to the right of its associated UI element.  (Precise default visual treatment and positioning to be determined.)
    1. Secondary:  System should allow turning group and page level help information off at a global level (per application) (Let's talk through the typical scenario for this - why this is desired.)
    2. Tertiary:  System should allow turning these off also at a view level, and component level (NOTE:  Not sure yet about this one, will walk through  - scenarios to determine the pros and cons of enabling this. Creates inconsistency across an application.)
  2. KRAD should ship with a default help icon (precise default visual treatment to be determined), with default alt-text for it. 
    1. Secondary:  KRAD should also allow the ability, at a global level (per application, not per view or page), to replace the default help icon with a different image or with text.  Consistency across an application is important.
  3. When the user hovers over the help icon, brief summary text should be displayed as a tooltip for the help icon.  This doesn't include the help text itself, but a brief description of the type of help that selecting the help icon will produce.  Examples:  "Display help for this field", "Display help for this group",  "Display help for this page".  
    1. Secondary: The italicized words are variables, meant to be filled in with the specific field control label or header text.
  4. The Help icon should be selectable and, when selected, should open the help information in a non-modal dialog box control.
  5. This non-modal dialog box will have these characteristics:
    1. Enable default styling aspects (specifics tbd).
    2. Enable links and images. 
    3. The help content in the dialog box is intended to be brief, task-oriented, and specific to the control or group/page in question (between a few sentences and a few paragraphs).  It is more content than a tooltip and less content than what could exist within a full online help repository. 
    4. A link will be provided within the dialog box to open additional help information that exists in a larger context, within a new window (or tab, depending on the user's browser settings).
    5. The dialog box will not close when the user selects the link, preserving the user's focus and task context - user may want to view other information in the dialog box after exploring the additional information.  There will be a standard close-box element (precise visual treatment and positioning tbd.)
Full help in separate window/tab:

(information to be provided here, including capability to configure URLS with system parameters, where the help content is stored, etc.)


List any functional or technical work that must be completed before work on this item can begin:

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List any issues that need to be resolved before work on this item can begin:

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QA or Regression Testing Plan

List steps needed to test the basic functionality of this update, enhancement, bug fix

  1. test/steps
  2. test/steps


Functional Analysis Complete? No (completed by SME)

Needs Review by KAI? No (completed by SME)

Technical Analysis Complete? No (completed by DM)

Needs Review by KTI? No (completed by DM)

Estimate: 30 hours (completed by DM)

Technical Design: Link Here (completed by DM)

Jira: Link Here (completed by SME)

Final Documentation: Link Here (completed by DM)