Internal Notes for Reviewers

For sc-4995, I:

• Established a new prereq convention & CSS class
• Added a variable back in for our login information
• Added a framework in configuration/manage-permissions.qmd for permissions tables (when the correct permissions are released)
• Adjusted any prereq blurbs to be more inclusive of permissions/roles, linking out to context when relevant
• Did a preliminary review of modified instructions for accuracy (removed repetitive "1. Log in to ValidMind," cleaned up inaccurate references, etc.). See comment on audit Story for remaining articles to review.

Permissions table

While the permissions table on configuration/manage-permissions.qmd isn't 100% accurate just yet (see context on Slack) it provides the foundation for one source of truth we can link to in the docs instead of re-outlining each potentially relevant granular permission on every article.

Whenever permissions change or are added, only one page has to be updated (more or less).

Managing users

The Supported Roles section is now Default roles, to accommodate for the ability to add custom roles and toggle granular permissions:

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prereq class

At the request of Nik, there is now a special CSS class that stands apart from the rest of the instructions (and also callouts!). It looks a bit different depending on what is contained in that section.

• While it is called the prereq class, it's just some styling — I've also used it in a few other places to draw attention to the central information on that page.
• It's just an FA icon in front of the header text, so it can be changed depending on the section.

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Margin styling

Depending on whether or not there are margin footnotes, the section will span the entire body + margin or just the body:

• I personally rather like this effect, since if there are margin footnotes the continuation of the section draws the eye to the supplementary information in a subtle way.
• If there aren't any footnotes, it keeps the line of sight contained to the body only.

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Prerequisites

These are now a task list:

• This solves the problem of the login-link variable adding extraneous spacing before and after the variable line when in a bulleted list, causing the other items needing to be spaced.
• This visually indicates to the user that these items are things they should be "checking off" (at least mentally), qualifications they need to confirm they have.
• Any references to required roles names the default role, or mentions sufficient permissions and links to the "Manage permissions" guide.

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Instructions

Since the prerequisite covers the link to the login page, I've removed it from any 1-2-3 instructions and cleaned up as many simple instructions as I can to ensure that they reflect the UI and are accurate.

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Customize your dashboard

Quick update to this page, as there was no information about resizing previously.

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