How this works
Every item tells you what to do and what you should see. Underneath, pick the one that matches what actually happened. If anything is off, the box is where you say so — a half sentence is plenty.
Pick an answer even when it works
“Worked” is a result too. Travis needs to know which parts are solid as much as which are not — a list with only complaints on it tells him nothing about the rest.
You do not have to do these in order and you do not have to finish. Four honest answers beat twenty ticks. Your answers are saved on this device as you go, so you can close this and come back.
What you will be looking at
So the first screen is not a surprise. This is read from the live build, not from a sketch of it.
| The top bar | Dark, across the top. Your greeting on the left, the navigation in the middle or right, and the clock plus a health dot on the far right. |
| Below it | Ivory — a warm off-white, not white. Cards float on it with rounded corners and a soft shadow. |
| The page title | A folder tab sticking up from the top of the card. Clicking that tab is how you go back. There is no separate back button. |
| Search | One search bar, in the same position on every page. A page’s own filter is a filter and should not look like a second search bar. |
| Home | Four stacked sections: Today’s snapshot, Today’s tasks, Everything else, Your preferences. |
| The snapshot | Five counts: Open cases, My tasks, Leads to work, Stalled cases, Intake waiting. |
| Loading | Nothing at all for half a second, then a loader. No progress bars anywhere, ever. Most things should never get as far as the loader. |
| Colour | Gold is the accent. Red means refused or wrong, green means done. |
Where to find things
The navigation has fifteen entries: Home, Cases, Leads, Tasks, Intake, Live desk, Resorts, Messages, Reviews, Calendar, Payroll, Calculator, Insights, Marketing, Portal manager.
You will see all fifteen. The navigation is the same for everybody on purpose — what differs is what each screen lets you do once you are on it. So an entry you can open but cannot use is expected, not a fault.
What your account can do
Read from the live system. Back Office holds 28 permissions; these are the ones you will use, in the words the system itself uses for them.
| You can | Which means |
|---|---|
| Process intake | Work the queue of submissions that come in from the website, and decide what happens to each one. |
| Create and edit leads | Take a call and write down who rang, then keep that record current. |
| Edit a case | Correct a field on a case. Not the status — that has its own path — and not the identity or audit columns. |
| Change a case status | Move a case between stages, as long as neither end is a final one. |
| Run fulfilment | Open, advance and close the fulfilment record. The delivery stage, not the sale. This is the part most yours. |
| Upload & approve documents | Attach a file to a case, and confirm one so it goes to the Drive archive. |
| Mark checklist items | Tick off completion items — unless you hold a commission claim on that case, which is refused regardless of role. |
| Record & clear payments | Enter what was taken, and separately attest that funds cleared. Two different acts on purpose. |
| Send as shared mailboxes | clientservices@, caseupdates@ and documents@, as well as your own address. |
| Create, assign, complete tasks | Including handing work to someone else, which most roles cannot do. |
| Read a case’s full history | Every status change, edit, who did it and when — and export it. |
| See company revenue | The revenue figure on the home screen, company-wide. |
And 25 things will refuse you. That is correct.
Inviting or suspending staff, approving commission, recording that a commission was paid, lifting a Do Not Contact block, changing the drop-down lists, sending marketing, and the Portal manager settings are Travis’s. A screen saying you cannot do something is the system working. Tell him if you think you actually need one.
Week one — can it tell it’s you
Nothing here touches a real client. It is about making sure the account is genuinely yours and behaves like it.
Week two — put real work through it
The parts you will actually live in. Use real work where you can; where you cannot, make something up and say so in the notes so it is obvious later.
Last one, and it is the most useful
Write down the three things that annoyed you most. Not bugs — annoyances. The click you do every single time, the screen you land on and immediately leave, the field you always have to scroll for. Travis can change those, and nobody else will ever mention them.