Briefing Session Guide

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Presentation transcript:

Briefing Session Guide Portal Administrators

V3 Admin Overview Database Growth comes from County and other Portals and Micro Sites and from National Partners – Neighbourhood and Home Watch Network (England & Wales) and Alzheimer’s and Domestic Safe Return Network project user input.

The Neighbourhood Alert Network – What is it? Thames valley Alert is part of the Neighbourhood Alert UK wide system (Alert). It is a secure online database and set of tools that enables you to expand engagement far beyond the usual scope. The tools enable you to communicate, manage user groups and reach out to an ever expanding set of users with less administration. Alert provides the facility for users to self register, log in and securely review and update their own details, including their preferred method of email, text or recorded voice communication. The underpinning principle is that the User is in control and decide what they get, how they get it and when.

How do I? Tip: you cannot enter the Admin area via the “Join” or “Sign in” buttons on the front of your Portal website. The most common reason for log-in problems is Administrators trying to log in the the Users: member area not the /admin address.

Complete the contact and login information. Postal Activation is no longer used ** indicate that at least one method is required The emergency number. A relative? An email address is not essential, tick box. Login information. You can make up a login name and password that can be allocated to the user. It is good practice to use the users email address as the user name. Select the user site from the dropdown that their site will be linked to.

Select contact groups and Demographics Select contact groups, a selection list will drop down. Tick the view/Hide options to see the required options. Tick any interest Groups that the User requires information about. The ticks will add and remove the user from Community contacts. None of the Demographic questions are compulsory and may be answered using “prefer not to say” if not required.

Automatic email address verification

Automatic email address verification

Search and Find a User

Search and Find a User

View the Full User Details screen The “Full User Details” screen is then displayed. This page is the main area for managing a user’s information and accessing all sorts of information regarding their activity On the system and their communications Via it. You can edit and update any of the fields If you have the relevant information to add. You can access message settings, contact Information, audit trail and comms log. To re-send a user their User name and Password, simply click on the “send Login reminder” button on the page.

View the Full User Details screen

View Alert Settings Select the Day. If you are making Changes to a particular day of the week then select the correct day in this list. If you more than one day to set up In a week you can set up one day correctly and then copy the settings to other days as required.

Configure Message Settings

Configure Message Settings

Send a message to an individual user Log in to the system then Search for the user.

Send a message to an individual user

Send a message to everyone in an area

Proceed or filter your recipients

Filter list by area

Filter list by area

Send a message to everyone in a pre-defined area

Send a message to everyone in a pre-defined area

Send a message to everyone in a pre-defined area

Send a message to everyone in a pre-defined area

Send a message to everyone in a pre-defined area

Compose and send a message Type your message which will be emailed and converted to text message for some members. Members choosing to receive telephone-voice messages will receive a text-to-voice recorded announcement. You may also choose to record a voice message to be distributed, if you do this, please remember a typed version will also be required for email and text recipients. You can also set a lifetime for this message, this sets how long the message will try to be delivered for. Select message types to send Send email messages Send voice messages Send SMS messages

Email and Text messages

Record a Voice message

Select IP and message type

Set a message priority You can see a rough calculation of the number of recipients that will receive your message by each delivery method per priority level which may help to choose a level to set. Currently the message priority does not affect the number of email recipients (only text and voice) – this will change in the future. Low priority messages should be set to 5, do not use a higher priority unless you are sure the message content justifies it.

Adding folders

Adding folders

Adding folders

Adding folders

Adding folders

Adding folders

Adding folders Note: it is best practice to upload a document as a pdf because the majority of users can open and read pdf files without problems, unlike Word where many people use different versions. There might be exceptions, however, if you are uploading a document that you want people to be able to change, for example a form they need to fill in or a template for them to customize. The attachment will then appear below your message preview