Short, interactive how-to guides for UAT testers. Dip in whenever you need a reminder of how something works. Each card opens in your browser, with nothing to download or install.
Read these before doing anything else.
Tasks you'll carry out in the manager portal as part of testing.
Set yourself as the reporting manager so you can sign off work.
Add a new support plan document to a Person We Support.
Quick reference for the document status icons you'll see.
Upload a new version of an existing document.
See who has read and signed a document, and who hasn't yet.
Read comments left by colleagues and take action on them.
Shape who supports a specific Person We Support.
Locate previous versions and archived documents.
How notifications appear and what each one means.
How the platform works from a support colleague's perspective.