Advantage Assistant


Home > Training Resource > Advantage Assistant

Overview

Advantage Assistant is a CGI product that provides tailored on-screen, step-by-step guidance or overview videos within the CORE application.  This helps increase accuracy and reduce support desk issues. 

Step-by-Step Guides

The step-by-step guides allow users to follow along in real time while in the CORE application and complete specific actions.  Following are instructions on accessing Advantage Assistant.  For the purposes of this example, the Change your password will be highlighted.

1. Click the blue vertical line in bottom right of screen.

highlight the advantage assistant bar in lower right side of screen

2. Click the blue vertical line in bottom right of screen.

highlight advantage assistant guide

3. Select Screen Guide tab and the step by step program you are wanting.   For the purposes of this example, the Change your password will be used.

highlight screen guide tab options

4. Select your initials and then select Account Settings.

highlight step 1 of 7, selecting your initials and then selecting Account Settings

5. Select Password Management section and then click the "next" arrow located in the lower right of the pop up.

Highlights step 2 of 7, Select Password Management section and then click the "next" arrow in bottom lower right  of pop up

6. Enter the current password in the "Current Password" field and then click the "next" arrow located in the lower right of the pop up.

Highlights step 3 of 7, enter the current password  in current password field and then click the "next" arrow in bottom lower right  of pop up

7. Enter the new password in the "New Password" field (note it is case sensitive) and then click the "next" arrow located in the lower right of the pop up.

Highlights step 4 of 7, enter the new password  in new password field and then click the "next" arrow in bottom lower right  of pop up

8. Enter the new password in the "Confirm Password" field (note it is case sensitive) and then click the "next" arrow located in the lower right of the pop up.

Highlights step  5 of 7, enter the new password  in confirm password field and then click the "next" arrow in bottom lower right  of pop up

9. Click Save & Close button at top of screen.

Highlights step 6 of 7, Click Save & close button at top of screeen

10. Click Ok and Select the "X" to close the screen guide.

Highlights step 7 of 7, click OK and select "X" to close screen guide