Welcome to qrisp

 

Let’s set up your new safety and quality tool. 

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Add information and branding
Add users
Add teams
Create meetings

 

When you log in for the first time, you will see the navigation menu on the left hand side. 

Click on the Admin button.  This button is only visible to Admin users.  This will take you to the Admin dashboard. At the top of the page, you will see USERS & TEAMS, DETAILS and REPORTING. 

 

Make the qrisp tool your own

We recommend you start with DETAILS. 

In addition to your organisation's name and contact information, you are able to add your Vision, Mission and Values - these are visible to all users on the main dashboard and serve as a gentle reminder of what your organisation stands for. 

You are also prompted to choose two theme colours, either by selecting from the palette or entering the hex code. 

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The Primary theme gives you 

• The background colour of the navigation panel on the left hand side

• All buttons, including “Create QLP” and “Create New Update” and active toggles

• The font for main headings throughout the app 

• NB: Do not use the same colour as your logo for this theme

 

The Secondary theme gives you 

• A contrasting background for the user name on the navigation panel

• The background for main headings throughout the app 

• NB: This can be the same colour as your logo

 

There is the option to add an Accent colour as well - this colour is currently unassigned in the design. 

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Add your Company Logo - don’t worry if it doesn’t look right in the thumbnail, it will resize automatically. Your logo shows at the top of the left hand navigation panel, and over the cover image on the app banner. If possible, choose a logo with a transparent background.

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You will also see the option “Show company name below logo”. You may wish to use this if you have chosen a version of your logo that doesn’t include the company name. 

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Add a Cover Image. This could be an image of your premises, location, team or a brand image that represents your organisation. This appears as a banner at the top of the app main dashboard, with your logo overlaid. 

 

Add Users

Once you are happy with the visual look of your qrisp tool, it is time to add users. Return to the top of the Admin dashboard and select USERS & TEAMS.

Start adding users by clicking the ADD USER button on the right hand side, and fill in each name, email, phone number if needed (this isn’t a compulsory field but is recommended for Admins and Team Leads) and select a Role: User or Admin. Admins will have access to the same Admin dashboard and be able to process QLPs, set Meetings and create Actions and Updates. 

When you add a User they will receive an email with an invitation to create an account. Depending on your email service provider this invitation can be directed to Spam folders. The invitation is only valid for 24 hours so we recommend you also inform your team through your usual communication channels that the invitation has been sent. You will be able to see in the dashboard when each user last logged in, which gives an easy overview of those that may have missed the email. 

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We recommend you add Admins and Team Leads first, then create your Teams and Meetings, and return and add your users once you are happy the app set up is ready for them. 

 

Create Teams

On the top right hand side of the same page is the ADD TEAM button. Add a name for the team and choose a team lead from users. While the qrisp tool allows you to select any user as a Team Lead, if you want them to be able to process QLPs they need to be set up as an Admin.

Once you have created your Teams, you will see your Users now have a list of teams available under the Team heading. Use the drop down arrow to select a team for each user. Note that users can only be added to one team. Assigning users to a team means you can easily add each team to recurring meetings. 

 

Setting up Meetings

To process QLPs you need to have meetings set up to table them into. 

On the left hand navigation panel, click on Meetings. If this is your initial organisation set up and no meetings have been created, this dashboard will be empty. If meetings have already been set up, here you will see your meeting dashboard, with a list of your Upcoming Meetings, you can also view your Meetings History. 

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To create or edit meetings, click on the settings cog in the top right hand corner and you will be taken to the Meeting Configuration dashboard. 

To create a meeting, click on the SCHEDULE NEW MEETING button at the top of the page. 

Give your meeting: 

• A short Title everyone will understand

• A Location

• Add the teams that will attend the meeting

• Add the date of the first meeting

• Add the repeating schedule

• If you wish to include a karakia or welcome message to open the meeting, you can select the toggle and add the karakia to the text box

 

Click SAVE AND CREATE FIRST MEETING and you will be taken back to the Meeting Configuration dashboard. If you need to edit your meetings, click on View next to the meeting. Once you have finished editing click Save at the bottom of the page, and use the cross on the top right to navigate back to the Meeting Configuration dashboard.

Each new meeting has a ten minute default length, and time is added as QLPs are tabled into the meeting. 

Users will now be able to see their upcoming meetings on their Meetings dashboard.