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diff --git a/docs/training/staff.md b/docs/training/staff.md new file mode 100644 index 000000000..0216bd62f --- /dev/null +++ b/docs/training/staff.md @@ -0,0 +1,241 @@ +--- +layout: page +title: FixMyStreet training - staff users +author: dave +--- + + +Training notes for new staff users +============================= + +<p class="lead"> + These notes may serve as a basis for training people new to the FixMyStreet + platform. They might be helpful if you’re setting up a new site or team. +</p> +<div class="attention-box helpful-hint"> + <p> + Basic training notes like these are available for + <br> + <a href="{{ "/training/citizens" | relative_url }}">citizens</a>, + <a href="{{ "/training/staff" | relative_url }}">staff</a>, and + <a href="{{ "/training/admins" | relative_url }}">administrators</a>. + </p> + <p> + Refer to the <a href="{{ "/overview" | relative_url }}">full documentation</a> + for more detailed information! + </p> +</div> + +Remember that every FixMyStreet installation is different, and can both +look and behave differently, depending on how it has been +[customised]({{ "/customising/" | relative_url }}). + + +<!-- magically present as slideshow, slides split on h2 or h3 --> +<a name class="play-as-slideshow"></a> + +--- + +## If you're a staff user... you work for a "body" + +That means MakeMyIsland is sending problem reports to you (or +the body you represent). +Normally this means by email. + +* **citizens interact with the MakeMyIsland website** + <br> + (because it's easy) + +* **MakeMyIsland sends emails to the body you represent** + <br> + with the details of the problem from them + +* **the emails come in with `Reply-To` set to the _citizen's_ email address** + <br> + so if you **reply**, your email goes to the citizen + +* **you can _sign in_ to the MakeMyIsland website to mark problems as _fixed_** + <br> + ...or add updates, or set them to states other than _fixed_ + +## Problems reported _on behalf_ of someone else + +Be careful: in some places, citizens send their problems to the +MakeMyIsland staff (for example, by SMS) who submit the problem +on their behalf. + +<div class="attention-box warning"> + In this case, replying to the email will go to the staff. + <br> + It will <strong>not</strong> automatically go to the original reporter. +</div> + +OK... so it's not a big problem, but bear it in mind if you think your replies +keep going to the same person. + +## What is a staff user? + +A staff user is the same as a normal MakeMyIsland user except + +* **your account is linked with a _body_** + <br> + for example, you work for a council or city department + +<div class="attention-box helpful-hint"> + so everything you can do as a normal user, you can do as + a staff user... with a few extra powers! +</div> + +* **your extra powers only apply to problem reports submitted** + **to the body you're linked to** + +## How to create an account + +You can sign up to MakeMyIsland just using your email, but you'll +need an administrator to convert your account to a *staff account*. + +* **create an account the usual way** + <br> + use your email and add a password + +* **you can do this without submitting a problem report** + <br> + just click on **Your reports** + +* **then ask an administrator to link your email address with the body** + <br> + be sure to tell them _which_ body + +## Signing up + + + +## How to log in + +* **click on _Your reports_ to get a login form** + <br> + unless you're already logged in, of course! + +* **you'll need your _email address_ and your _password_** + +Because your email address (and hence your account) is linked with +the body you represent, MakeMyIsland knows you're a staff user. + +## Basic problem report process + +Here's a reminder of the normal lifecycle of a problem report: + +1. citizen submits problem +2. ...and then confirms it +3. MakeMyIsland sends problem to body +4. people update the report +5. the body responsible (**you?**) marks it as fixed + + +## Update a report + +Anyone can update a report. But it's especially helpful if +the body responsible for it does this. That's where you come +in! + +* **update the report by leaving a comment in the normal way** + <br> + you can add a photo too + +* **make sure you've set the account name correctly** + <br> + for example, use "John Example of the City Council" if + that's who you work for, or even "City Council" if you + share the login with your colleagues + +### Add an update... + + + +## Change a report's state + +When you're logged in with a staff account, you can + +* **change the state of a problem report** + <br> + normal users can only choose between two states: + <br> + _fixed_ or _not fixed_... + <br> + that is, they just get a checkbox + +* **you can choose from more detailed states!** + <br> + you get a drop-down menu: + <br> + _Investigating_, _Action scheduled_, _Unable to fix_ + and so on + +### More states available to a staff user + + + +## This is what a fixed problem looks like + +The problem report has a green tag marked "fixed"! + + + +## Hiding reports + +Normal users see a _Report abuse_ link at the bottom of every report, so they +can report a problem report if it contains offensive or inappropriate material. + +* _If you're logged in with a staff account_, that link automatically + becomes a **Remove from site** link. + +* **click _Remove from site_ to take it off the site** + <br> + this doesn't prevent the report from being sent, so everything still works + +## The "remove from site" link + + + +## View all reports for your body + +Any users can do this, but it's especially useful for you if you want to +see all the reports on a map. + +* **click on _All reports_ in the menu bar** + +## View the dashboard + +* **there's a dashboard showing a summary of report statistics for your body** + <br> + see `/dashboard` + +This only displays something if you are logged in with a staff account. + + +## Submit new problem reports as staff user? + +* can you **submit new problem reports while logged in with your staff account?** + +* **sure!** + +You can create a personal account too if you want, but there's no reason +why you can't report problems for your own staff to fix. + +People are happy to know you're reporting problems when you find them. + +### Sign out if anyone else might use the same device + +* **click on _Sign out_** + <br> + it always appears somewhere near the top of the screen when you're signed in + +* be extra careful: **do not to leave a staff account logged in!** + + + + +<!-- +## Moderating reports +--> + |