"let’s talk!" training guide

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Let’s Talk! Tatum Independent School District Training Guide

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Page 1: "Let’s Talk!" Training Guide

Let’s Talk!Tatum Independent School District Training Guide

Page 2: "Let’s Talk!" Training Guide
Page 3: "Let’s Talk!" Training Guide

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Let’s Review

• Who’s Who in Let’s Talk!

• Let’s Talk! Homepage

• Submitting a Dialogue

• Responding to a Dialogue

• Adding a Dialogue

• Tracking All Dialogues

• Review/Questions

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Who’s Who in Let’s Talk!• Customers• Customers are the source of your school system’s dialogues.• Customers may be district students, faculty members, staff members,

community members or parents.

• Users• Users are school system employees who have a Let’s Talk! login. • Every user has the ability to record a dialogue from within the system.• Users have different kinds of accounts that allow them to use the Let’s Talk!

system in different ways.

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Users• System Administratoro Can access all submitted dialogues and reports that provide an overview of

dialogues across the school systemo Can make “behind the scenes” changes to the overall setup of Let’s Talk!

• Global Userso Can access all submitted dialogues and reports that provide an overview of

dialogues across the school systemo Cannot make “behind the scenes” changes to the setup of Let’s Talk!

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Users (Cont.)• Team Ownerso Often department heads and school principalso Receive an email alert when a new dialogue is submitted to the department or

school to which they are assignedo Only one Team Owner per department or schoolo Responsible for either resolving the dialogue or assigning that dialogue to

another team membero Can transfer a dialogue to another school or department

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Users (Cont.)

• Recorderso Often, school-level front office staff or Central Office staffo Not assigned to a teamo Recorders enter dialogues that come to the school system through other

channels.o For example, a secretary can log into his or her Recorder Account and

enter a new dialogue for a phone message, an email, a post on social media or an in-person conversation.

Page 8: "Let’s Talk!" Training Guide

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Let’s Talk! Access on Tatum ISD Homepage

This is where Let’s Talk! could be located on the LCPS Homepage.

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Let’s Talk! Homepage

This is your customized intro message

These are the interest areas categories and interest areas

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Submitting a Dialogue

Users type in this space to complete the form.

Attachments can be uploaded here.

If users would like a reply, they will be prompted to submit their contact information.

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Submitting a Dialogue

This “Thank You” message will appear on screen for a non-anonymous customer.

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Submitting a Dialogue

Once a dialog has been submitted, this “Thank You” message will appear on screen when the stakeholder selects to remain anonymous.

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Submitting a Dialogue

This “Thank You” message will appear in the sender’s email box.

The auto- “thank you” message populates the interest area that was selected by customer to access the Let’s Talk! form

Auto fills with Q, C, S, C, C.

Page 14: "Let’s Talk!" Training Guide

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Submitting a Dialogue

Team Owner Email Notification

Click Here takes you to login page.

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Responding to a Dialogue: Logging On

Your username will be your email address and a temporary password will be provided.

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Responding to a Dialogue: Dialogue View

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This indicates where the dialogue came from. District Website will show if the form was filled out from your webpage. Other dialogue entry points are: Twitter, Facebook, phone call, meeting, or email.

Action Taken is the space where you can document follow up activities from an Anonymous dialogue. When you select an action, it will log today’s date and your name with it. This remains editable until the dialogue has been closed.

Page 17: "Let’s Talk!" Training Guide

Responding to a Dialogue: Dialogue View

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When you review the original message, you can edit the subject line. Any text you can edit will be in blue.

Once the subject is changed itwill automatically be changed in the table view.

Contact information is shown below the message. Next to the contact information is a count for how many dialogues have been submitted by this email address. To view a list of all dialogues submitted by this person, you can click on this number.

This can be edited.

Original message submitted by customer can not be edited.

Page 18: "Let’s Talk!" Training Guide

Responding to a Dialogue: Dialogue View

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Click on the Reply button to write a reply.

If your reply does not need to allow for a response, click Close Dialogue before you click Send.

The message that is sent will appear in the Timeline. You can also leave a comment here to communicate with team members in regards to the dialogue.

You can modify the submission type.

If you require additional information in order to respond, type your question and click Include Reply Link. This places a link in the email that the customer receives.

Page 19: "Let’s Talk!" Training Guide

Responding to a Dialogue: Sorting

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You can navigate across tabs.

Dialogues can be sorted multiple ways by selecting the headings.

Editing the Subject canbetter organize Dialogue View.

Page 20: "Let’s Talk!" Training Guide

Responding to a Dialogue: Feedback Form

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Once a dialogue is closed, the user who submitted the dialogue will receive a Feedback Form, which looks like this.

The information from the Feedback Form will show in the Timeline of the dialogue, and the status will read as Closed. You can leave a comment to communicate with co-workers about the dialogueby selecting Add an Internal Comment.

Page 21: "Let’s Talk!" Training Guide

Adding a New Dialogue

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When you submit this, it will go into the Let’s Talk system for processing just like all other dialogues.

The two additional questions are:- How did you receive this?- What is your name?

To enter in new dialogue click on the New button. The language on this form is adjusted a little for loggingfeedback on behalf of someone else.

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Logging on Via Smartphone AppIn your App Store (Apple store and Google Play, )search “K12 Insight Let’s Talk!”

This is the app to download to your smartphone.

Users can view and respond to dialogues- Dashboard not available via LT

App- Not for customers to submit

dialogues

Page 23: "Let’s Talk!" Training Guide

Tracking All Dialogues: The Dashboard

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To access the Dashboard, click on the Dashboard icon located next to the Inbox.

Page 24: "Let’s Talk!" Training Guide

Tracking All Dialogues: The Dashboard

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The top row of the Dashboard is called the Status Bar. The items below are what you can currently see.

These are for the current school year, and you can click on the first three to go to a list of those dialogues.

Page 25: "Let’s Talk!" Training Guide

Let’s Talk About Let’s Talk!

• Any Questions?

• Comments

• Concerns

• Suggestions

• Or Compliments?• EMAIL DRENON FITE, JR @ [email protected]

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