The Help Menu displays in both your Sandbox and Live sites as a question mark icon in the lower-right corner of the screen. Foundant Courses display in your Sandbox site as a computer and graduation cap icon.
The Help Menu and Foundant Courses are important tools for learning and support. It is recommended that the information contained in the Foundant Courses Best Practices, Browser Basics, and Browser Settings sections below be reviewed. In particular, check the items listed below and make adjustments as necessary to set up for success with these tools. Instructions are available in the Browser Settings section.
- Allow third party cookies.
- Check that your browser is not blocking any domains related to "walkme.com."
- If using Safari, disable the Prevent Cross Site Tracking setting.
If you don't see the Help Menu or Foundant Courses icons, verify that the items outlined in this article have been addressed and contact Support for further assistance if needed.
Foundant Courses Best Practices
General Course Guidance
- Click the laptop with the graduation cap icon to access Foundant Courses or return to the Course at any time. This icon is only visible in Sandbox sites.
- You may be prompted to login after a period of inactivity; this is normal.
- Collapse each lesson section using the triangle icon to minimize scrolling when locating a new or incomplete lesson.
Wait For Each Step to Appear
If a lesson takes you through a workflow you’re already familiar with, you might find yourself getting ahead of the steps. This can cause the lesson to get stuck. Always wait for each step to appear before proceeding with the process, even if you already know which page you are going to and what you are doing. In addition, a slow internet connection may also be a cause for step delays. If this is the case, be patient as it may take a few seconds for the next step to appear.
Read All the Content Provided in Each Step
While some steps are simple and say, "Click Funds," other steps include important content for properly completing the lesson. Follow all the directions on the step as intended, so that you are able to complete the step properly and ensure the lesson continues without issue. Click the Foundant Courses icon to return to the lessons menu if you need to restart the lesson.
X Button in a Step
The x button is available in the top right corner of every step in a lesson. This x button allows you to leave the lesson without completing it.
Complete the actions described in each step until you reach the final step, and then click Done to ensure the lesson is fully completed. The Done button is typically located in a step that says, “Complete!"
Refresh a Page
By refreshing your page using Ctrl+F5 (Command+R for Safari/Mac users), you will refresh the saved cache for the page you are on. This will also refresh Foundant Courses and will occasionally resolve a "stuck" step if it wasn't caused by the above three reasons. If this does not resolve the issue, reach out to our Support for assistance.
Browser Basics
The Help Menu and Foundant Courses are supported by the following browsers:
- Google Chrome (Recommended)
- Mac Safari
- Firefox
Ensure that your web browser is up to date. An out-of-date web browser is often the source of technical problems in cloud-based software.
Browser Settings
Allow Cookies
The Help Menu and Foundant Courses use cookies to improve your experience. Cookies must be allowed in your web browser for these tools to function. Follow the instructions below to enable cookies for the browser you are using.
Google Chrome
- On your computer, open Google Chrome.
- Click Customize and Control Google Chrome (three dots) in the upper-right corner of the screen.
- Click Settings.
- Under Privacy and security, click Cookies and other site data.
- Click Allow all cookies.
Mac Safari
- Allow All Cookies
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Disable Prevent Cross Site Tracking
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This is an important additional step if you're using the Safari browser.
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Firefox
Allow Cookies for a Specific Site
If you would prefer to not allow all cookies, refer to your preferred browser's knowledge base to learn about how you can allow cookies for specific sites. Below are the links to each of the knowledge bases for the recommended browsers.
Allow Relevant Domains
In order for Foundant Courses to best function and in order for the Foundant team to record your results for any Foundant Certificates you earn, any domains related to "walkme.com" cannot be blocked by any ad-blockers or safe search extensions installed on your browser.
In general, you can check which domains are blocked by an ad-blocker or safe search extension by going to the settings for the product and locating the list. Refer to instructions or support for the product if you are not able to locate this information.
Clear Browsing Data
Web browsers store information about your browsing activity to improve your experience (e.g. for faster page loads, to auto-fill username/passwords, etc.). However, if the cache becomes overloaded, it can cause problems including slow page loads, missing icons, and formatting issues. If you experience issues with the Help Menu or Foundant Courses not appearing, try clearing your browsing data.
Click the appropriate link below to learn how to clear your browsing data.
Mobile Devices
Foundant Courses are only supported on desktop sites. A laptop or desktop device is necessary to access course content.