Is the Help Button Important?

Learn how to use the Help button in SiCompounding to access SOPs, reports, support tools, and system documentation.

Overview

The Help button in SiCompounding provides immediate access to documentation, reports, system guidance, and support tools. It is designed to assist users with daily operations, troubleshooting, reporting issues, and staying informed about system updates.

Click the FileMaker Pro icon to open FileMaker.
When FileMaker opens, locate the large menu bar on the left and click SiCompounding (near the top).
In the main window, click the Pharmacy icon.
The Dashboard is selected by default in the blue sidebar.
At the top of the window, click the Help button.

Help Center Overview

When selected, the Help Center sidebar opens on the right side of the screen.
It contains seven sections with step-by-step guidance and tools to support daily operations.

Pharmacy SOPs

The Pharmacy SOPs section provides access to standard operating procedure documents.

Searching for Documents

Use the Search bar to search by:
- Document Code
- Document Name
After locating a document:
- Click the search icon at the end of the row to view it
- Click the X in the upper-right corner to close the document

Printing & Exporting Reports

To the right of the Search bar, three Report / Print icons are available.

PDF Report

Click the PDF icon
A dialog appears:

“Exporting data from the found set of ### Orders records to a PDF file on your desktop?”
Select OK
The PDF opens and is saved to the desktop

CSV Report

Click the CSV icon
A dialog appears:

“Export data from the found set of ### Orders records to a CSV Spreadsheet on your desktop?”
Click OK
A column-selection window opens

Custom Column Selection

Buttons available:

Clear
Select All
Set as Custom
Use Custom

To create a custom column set:

Click Clear
Select commonly used columns
Click Set as Custom

To reuse later:

Click Clear
Click Use Custom

Export Options

At the bottom of the window:

Stop and Close – cancels export
Export and No Wait – may take longer
Export and Wait – waits for completion

Choose the desired option to generate the CSV file.

Once complete:

A dialog appears: “Your Report is Ready!”
Click the report name
The Export Field to File dialog opens
You may:
- Change the file name or location
- Automatically open the file
- Create an email with the file attached
Click Save
Click Close to exit

Printed Report

Click the Printer icon
A dialog appears:

“Export data from the found set of ### Orders records to a printer of your choice?”
Click OK
The Print dialog opens, allowing selection of:
- Printer
- Presets
- Copies
- Pages
- File format
Click Print to complete

SiCompounding Help Center Tools

The Help Center also includes direct access to support and system information.

Available Options

Report a Bug
Report system issues or unexpected behavior
Technical Support
Request help with installation, configuration, or troubleshooting
Suggest a New Feature
Share ideas for future enhancements
Suggest Improvement
Provide feedback on existing functionality
Version Release Notes
View release notes for each version, including:
- New features
- Enhancements
- Fixes
- Performance improvements
About SiCompounding
Displays the currently installed software version
View Keyboard Shortcuts
Access the Custom Menu and Scale Commands Menu
Edit Documentation
Work in progress

Support Ticket / FAQ

Selecting Support Ticket / FAQ opens the Technical Help and Support window.

Submitting a Ticket

Enter the following information:

Contact Name
Phone
Email
Support Severity
Support Type

Additional features:

Upload screenshots
Add a detailed description

Click Submit Ticket when complete.

Note: The FAQ section is currently under development.

Summary

The Help button is a critical tool for:

Accessing SOPs and reports
Exporting and printing data
Reporting issues
Requesting support
Staying informed about system updates

This completes the step-by-step guide: Is the Help Button Important?