Create Self Help Page
This article explains the policies for creating and editing Self Help documents. Use the “Self-Help Article Template” or “Brightspace Self Help Template” for all new documents.
⚠️Before You Start⚠️
You must submit a New/Revision Self-Help Document Request Jira Ticket
New Toolbar
How to unpin the toolbar and insert elements | Confluence Cloud | Atlassian Support
Create New Page
Navigate to the desired space for the new page in the left content menu (you can move it later if needed).
Click the Create button at the top of the page, and select Page.
or Select Page from the drop-down
Restricting Access while creating a new page
Click on the lock icon
under the search bar to open the Restriction Manage Access window
Click on the drop-down arrow and choose “Only specific people can view or edit. “
In the “Enter a person or group” field and type Wiki-CITEditors
Select
and click
This will add that group with edit access
Click
to save and close the Manage access window
Inserting the Self Help Article Template
All pages must be created using the Self Help Article Template
Scroll to the bottom and select the Self Help Article Template to add it to your page.
DO NOT alter the names of the provided section headers, or change the template's default font family or sizes.
Delete optional sections that are not used.
Remove instructional text.
Follow proper heading protocol.
Best Practices
Adhere to all typeface and image best practices:
Bold face: Use for menu and button names
Italics: Use for system messages and titles
Respect the Oxford comma (red, white, and blue )
Embed hyperlinks into descriptive text where possible.
use → not - > for a series of selections
Use the code block macro for large blocks of code or text you expect people to copy paste
Insert emojis using the new text editor
Refer to hardware by the manufacturer: HP, Dell, Apple; refer to software by the proper name: MacOS, Windows, iOS, or Android (never MAC or PC).
Images
Should be resized before adding to the document. No borders. Use red (Hex code #FF0000) color and 3 pixels width for callouts (arrows, rectangles or ovals).
Must have alt text
Include them inline for directions. Wrapping is tricky and should be reserved for decorative or Informational images.
Ensure the language used is appropriate for a campus prioritizing DEI issues. Refer to the college’s Inclusive Language Guide.
📝 How to Edit a New Self-Help Article Template
Follow these steps to create a Self-Help article in Confluence.
1. Page Title
Enter a descriptive page title.
Format: [Topic Name] – [Action] (e.g., Password Reset – How to Change Your Password).
2. Excerpt
Replace the placeholder text with a friendly overview of what the article covers.
Keep it short and helpful.
3. Before You Start (optional)
Use a bulleted list for prerequisites.
Remove this section if not needed.
4. Steps
Break down the process in a numbered list.
Keep steps clear and concise.
Add screenshots or images by dragging/dropping them into the article.
If there are more than 10 steps, create subsections.
5. Info Panels
Use info panels to highlight important notes.
Two panels are included in the template—you can move them by dragging.
To add more panels:
Click the + sign in the top menu.
Select Info Panel.
6. Notes (optional)
Add extra details in a bulleted list.
Remove this section if not needed.
7. 
Related Articles & Labels
Click the details
icon on the floating properties panel.
Go to the Info section and click the + next to labels
Always add the self-help label
Add the label(s) that best describe your page
Update the Related Articles macro:
Click the edit icon
below the related articles box.
Add label(s) to filter related articles.
Click Preview to confirm related articles display correctly.
Click Insert.
8. Still Need Help ⚠️ Do not alter this section. ⚠️
9. Page Properties
Owner (area): Set to the primary area responsible for the document.
Reviewed by: Tag the reviewer with
@name.Review Date: Type
//to open the date picker.Change the Owner field, in the floating properties panel
, to the correct department manager.
10. Accessibility Check
Run a WAVE accessibility check:
Go to the WAVE website and enter the page URL
OR
Install the WAVE Chrome/Firefox plugin.
11. Publishing
Once the SHARC team reviews the article, they will publish it.
Related articles
Replace owner (area) and reviewed by with information appropriate to this article. Set the review date.
Owner (area) | Educational Technology |
|---|---|
Reviewed by | @Susan Palmer |
Review Date | Nov 11, 2025 |