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General Design Guidance

Below are some general design guidelines for maintaining the look of the CommCare Help Site.

Page Structure

Avoid Child Pages

In an effort to streamline the user experience and improve search-ability, please avoid child pages. Instead, you can make longer pages easier to navigate by using tools such as the https://confluence.atlassian.com/doc/expand-macro-223222352.html .

Associated Software Plans

Ensuring that all pages with features that refer to software plans are audited and have the most up to date software plan. Use the https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/edit-v2/2213576737#Software-Plans below for this.

Table of Contents

In order to see information in a page, please ensure that your pages have a Table of Contents at the top. This requires using headers in formatting.

(Occasionally) Use of Excerpts at the top

To automatically reference the topic of Child Pages in parent pages, we use the Excerpt Macro. You will see this throughout pages: https://confluence.atlassian.com/doc/excerpt-macro-148062.html

Page Design

Referenced links

Please reference Confluence links like this by copying them directly in CommCare Messaging , not hyperlinked text. This prevents links from breaking. If an external page does not pop up as a referenced link, you can use the hyperlink text as backup.

Consistent Spacing & Bullet Points

Overall the site should maintain a clean look with consistent spacing and bullet points.

“Skinny” pages for readability

To change this, you can select the button to the top right

...

Site-Wide Multi-Excerpts

Confluence supports a macro called https://marketplace.atlassian.com/apps/169/multiexcerpt?tab=overview&hosting=cloud that allows you to reference source information, copy it into different places, and automatically update all information by updates the source.

The below are referenced throughout the CommCare Help Site. When using them, please copy the “Copy into Pages” version.

Software Plan Multi-Excerpts

Standard

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This feature requires a CommCare Software Plan

This feature is only available to CommCare users witha Standard Plan or above. For more details, please see the CommCare

Software Plan page

Pricing Overview.

Copy Into Pages

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Pro Plan

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This feature requires a CommCare Software Plan

This feature is only available to CommCare users witha Pro Plan or above. For more details, please see the CommCare

Software Plan page

Pricing Overview.

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Advanced Plan

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This feature requires a CommCare Software Plan

This feature is only available to CommCare users withan Advanced Plan or above. For more details, please see the CommCare

Software Plan page

Pricing Overview.

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Enterprise Software Plan

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This feature

requires a CommCare Software PlanThis feature

is only available to

CommCare users withan Enterprise Plan. For more details, see the CommCare Software Plan page.

Enterprise Partners

Learn more about the CommCare Enterprise offering here: https://dimagi.com/commcare-enterprise/

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Other Multi-Excerpts

Community of Practice

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These features are supported by the CommCare Community of Practice.

While Support for these features is not included as part of your CommCare subscription, please feel free to refer any questions or issues about the content of these pages to the CommCare Forum.

...

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Requires Professional Services

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This offering requires professional services from Dimagi

This is only available through direct support from Dimagi staff. Please reach out to info@dimagi.com for more information.

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Up to Date Version

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Make sure that you are running the most up to date version of CommCare

While it’s always best practice to run the most recent version of CommCare, it is especially important with these instructions. Please follow these instructions here: Upgrading to the Latest Mobile Version

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Technical Instructions

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Please note the documentation below requires more technical expertise

The documentation below may require knowledge of more technical software management and development topics.

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