Who is this article for?

Site Administrators who want to set up tool tips for default fields.

Site Admin permissions are required.

Tooltips allow you to customise default field content, providing the User with additional guidance on what value they should input in the field. This article provides an overview of how to add tooltips to default fields. To add tooltips to customer fields, follow the steps for using Customer Fields on your site.

1. Tooltip availability
2. Configuring Tooltips
3. Viewing Tooltips

1. Tooltip availability

Ability to add Tooltips to default fields is limited to the following areas:

• Create New Risk
• Create New Actions
• Create New Internal Controls
• Create New Assessment/Interim Assessment

2. Configuring Tooltips

To access Tooltip settings:

1. Open the Go To... menu.
2. Hover over Site Admin at the bottom of the menu.
3. Select Risk Settings or Actions Settings (under 'Module Setup'). 

4. Go to the Tooltips section of the Settings page. </>
5. Click Tooltips▼.
6. Select Manage.
   You will be redirected to the Tooltips page with a list of default fields you can customise.

7. Select the field you would like to add a Tooltip for.
   You will see a pop out which allow you to input what the tooltip will show when interacted with. 
8. Fill out the Content field.
   There is a character limit of 140.
   

9. Click Save & Close.

3. Viewing Tooltips

When a Tooltip has been added to a default field, the User will be able to see it by hovering over that field.

For example, in the screenshot below, we can see a Tooltip has been added to the 'Risk Title' field.