Technical & Configuration
General
- How does SpeakUp work?
- Steps to ensure your system is properly set up
- How and when to reach support?
Dashboard & Issues overview
- What is the dashboard?
- What is the Issues overview page?
- How do I customise the Issues overview table?
- How do I save and manage my Issue's filters?
- How do I import cases into SpeakUp?
Analytics & Data management
- What kind of data can I extract from the system?
- How do I download an overview of Issues?
- How do I download an Issue?
- How do I download visual analytics data?
- How do I create custom charts?
- How do I download raw data from the system?
Issues
- What is an Issue?
- How do I register transcript approval?
- Steps to send a test Issue
- How do I create an Issue manually?
- How do I reply to a Reporter's message?
- How do I know if a Reporter has sent a document?
- How do I upload a document to an Issue?
- What is an approval?
- How do I manage my documents?
- What type of files can I upload onto an Issue?
- How do I link an Issue to another?
- How do I add a comment to an Issue?
- How do I know which User(s) have access to an Issue?
- How do I invite a User to an Issue?
- How do I assign an Issue to a specific User?
- How do I remove or change a User's role for an Issue?
- How do I label an Issue?
- How do I change 'acknowledged on' date within an Issue?
- How do I add Tasks inside an Issue?
- How do I change the status of an Issue?
- How do I close the conversation with the Reporter?
- How do I close an Issue & what are the resolution options?
- What is the difference between closing a conversation and closing an Issue?
- How does the data retention work?
- How do I see the history logs of an Issue?
- How do I delete an Issue?
Translations
- How can I request human translation to be redone?
- Overview of translation options
- What does 'human only language' mean?
- How do I view a message in the original language the Reporter has written in?
- How do I request human translation after machine translation has been done?
Access management
- How do I create a User?
- Privacy Policy and Reporter Consent
- How to add your Privacy Policy to reporting related pages?
- How do I edit translation of the text on the Privacy policy?
- How do I enable reporter consent?
- How do I disable reporter consent in a Channel?
- How do I enable/disable receiving voice files?
- How do I disable and delete a User account?
- How do I create a User Group?
- How do I add a User to a Group?
- What are the roles?
- What are the permissions of each pre-defined role?
- How do I create a custom role and assign permissions?
- How do I delete a role?
- What is an Administrator?
- How do I make a user an Administrator?
- What is a Domain?
- How do I create a Domain?
- When should I create multiple Domains?
- How do I give a User access to a Domain?
- What is the difference between access on a Domain vs Issue level?
- How do I change or remove a User's role on a Domain?
- How do I archive a Domain?
- What is a Channel?
- How do I create a Channel?
- How do I change the default Channel settings?
- Where can I find the URL, QR code, and organisation code?
- How do I enable/disable voice messages?
- How do I customise a Channel's basic settings?
- How do I customise a Channel’s language and translation settings?
- Where can I find the phone numbers for a Reporter to call?
- Default Languages for SpeakUp Phone System
- How do I disable a Channel?
- What kind of email notifications will I receive?
- How do I customise my e-mail notifications?
- How do I resend an invitation email to a (new) User?
- How do I reset my password?
- How do I add Reporting Triage?
Forms
- What is an option list?
- How do I create an option list?
- How do I create a cascading option list?
- How do I customise the translation of the option list and field on the Reporter intake form?
- How do I disable translation of the option list on the Reporter intake form?
- How do I create a field?
- What is a Reporter intake form?
- How do I create a Reporter intake form?
- How do I manage conditions between fields in my Reporter intake form?
- How do I add a Reporter intake form to a channel?
- How do I remove the Reporter intake form from a Channel?
- What is an Issue form?
- How do I create an Issue form?
- What is a field on a form?
- How do I add an Issue form to an Issue?
- What is the difference between customise Issues with forms or fields?
Issue customisation
- Workflows
- Screens
- How do I add fields to the Issue Fields (To Appear in ALL issues)?
- How do I customise Issues with Forms?
System
- Understanding the timestamp from the Issues export
- How to enable report data in email notifications?
- How do I customise my data retention periods?
- How do I configure my data retention options?
- How do I set up SharePoint integration?
- How to interpret and use the SharePoint export data?
- What are automations?
- How do I set up automations?
- How do I prioritise my automation execution if I have the same trigger?
- How do I create rules to stop automations with the same trigger but different actions?
- How do I change my automation?
- How do I remove (delete) an automation?
- Example scenario setting up Automation for Web/App
- How do I create a reply template?
- How do I edit a reply template?
- How do I delete a reply template?