Before you can begin creating your first Op, watch the videos below to learn how to properly configure your Org.

The first video explains the relationships between your Places, Teams, Positions, Staff and how that determines who sees what and why:

The next video describes how to do the following within the Web App:

  • Add at least one Site ๐Ÿ“
  • Add at least one Team ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ
  • Add Roles/Positions within that Team ๐Ÿ‘ฉโ€๐Ÿณ ๐Ÿ‘จโ€๐ŸŒพ
  • Add Staff (and associate with Sites/Positions and Places) ๐Ÿ˜Ž

Once these steps are done, you're now ready to define WHERE an Op should be carried out (which Site), as well as WHO should carry it out (which Position/Teams).

But first, there is one more configuration we need to complete! Follow me...

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