Documenting Edits Using BugHerd

00:03: Well Hi! I'm Phil from the DocNetwork training team. In this video 00:07: we're going to walk through BugHerd; our tool that helps our providers simplify the 00:11: onboarding process, especially when it comes to updating Health profile forms 00:15: and making edit requests. This video will walk you through how 00:19: to download and install BugHerd on your computer. In a separate video we'll also 00:23: walk through the steps to request an edit to the forms. To 00:28: start the process off your team here at CampDoc or SchoolDoc will send you 00:32: an invite to your organization's project in BugHerd. Simply 00:36: accept the invite. You'll then be prompted to create a 00:40: free account. Once you accept the invite you'll be asked to download 00:45: the Chrome extension. It's the extension that really gives BugHerd 00:49: It's magic. With that in mind we recommend using Google 00:53: Chrome with BugHerd. It can be downloaded on Safari and Edge, but Chrome 00:57: is our preferred browser. After creating an account and accepting 01:01: our invite a new page will direct you to the Google Chrome Store to 01:05: download BugHerd. Simply click to install and that will direct 01:09: you to the BugHerd download. And then click 01:13: the add to Chrome button in the top right corner of the page. When 01:17: prompted click ADD extension button to complete the installation. 01:23: There is a short video available that you can watch and this will show you some of the features of BugHerd. 01:28: then to get started click go to your organization. As 01:32: a quick side note, it's come to our attention that due to some updates within 01:36: BugHerd that your landing page may look similar, but a little 01:40: different than what you see here. It may say projects or 01:44: websites or something comparable depending on updates 01:48: to BugHerd or your extension. Once you 01:52: click go to your organization BugHerd will open. And this part's 01:56: important as often times people can mistakenly log in with their regular provider account. 02:01: You need to log into CampDoc or SchoolDoc using the test account 02:05: credentials provided by your team and not your provider email. 02:09: Make sure to see your test account credentials in the email that the CampDoc 02:13: or SchoolDoc team sends over. You should now have access to your test account 02:17: and a BugHerd sidebar. If you click the navy BugHerd button 02:21: in the bottom right corner of the page, it will open the sidebar as well. At 02:26: this point, you have BugHerd all set up and you'll be able to use this as your great new tool 02:31: for updating your CampDoc or SchoolDoc account. To find 02:35: out how to actually request edits, make sure to watch part 2 of this video 02:39: series. Thanks for watching, and as always don't hesitate to reach out if 02:43: you have any questions.

 

1. Your Client Success team will send you an invitation to join your Camp/School project.
2. Accept the invite.
3. You'll be prompted to create a free account.

 

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Downloading and Installing BugHerd

We recommend using Google Chrome for the best BugHerd experience, although it can also be downloaded on Safari and Edge.

Follow the steps below to download and install BugHerd:

1. After accepting the invite, you'll be directed to the Google Chrome Store to download BugHerd.
2. Click "Click to install" to initiate the BugHerd download.
3. Click the "Add to Chrome" button in the top-right corner.
4. When prompted, click "Add extension" to complete the installation.
5. To get started, click "Go to your organizations."

 

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Using BugHerd Dashboard

Follow the steps below to use the BugHerd dashboard and access your test accounts:

 

1. Once you click “Go to your organization” BugHerd will open.
2. Log in using the test account credentials provided by Client Success Team, and NOT your provider email (your test account credentials can be found in email from DocNetwork).
3. You should now have access to your test account, and a BugHerd sidebar.
4. If you click the navy BH button in the bottom-right corner of the page, it will open the sidebar.

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Documenting Edits

00:03: Well, hi! This is Phil from the DocNetwork training team. 00:06: In this video, we're going to walk you through how to request edits within the BugHerd 00:10: tool. If you've gone through the review process in previous seasons and 00:14: have memories of filling out a Word document, you're about to see how much easier this 00:18: process is becoming. If you haven't watched our previous video on setting 00:22: up BugHerd, you may want to watch that first. 00:26: As a reminder, be sure that you're logged in with your test account credentials that your team 00:30: sends you, not your provider account. BugHerd 00:34: makes the editing process much easier by allowing you to note your 00:38: edits directly in your test profile. You can submit edits two 00:42: different ways by tagging an element or by tagging 00:46: the page. Either way BugHerd instantly takes a screenshot 00:50: that gets attached to the task you're creating. Your team will see exactly what 00:54: question or page you are requesting your edits on and for what test profile 00:59: or version of the forms. Let's start with tagging 01:02: an element. Tagging an element can be used to request an edit, on existing 01:06: text, authorizations, or questions that already appear in your 01:10: health forms. Let's head over to the health profile to request 01:14: some changes to our forms. Simply select the step, where 01:19: you want to request your edits. Let's head over to the camper information page, and 01:23: let's scroll down, and say we no longer need to ask the 01:27: school attending question. We'll simply select the plus symbol, 01:33: hover over the question you need to request an edit - school attending. 01:38: I will say this question can be 01:42: removed. So once you clicked on that question, this text box appeared, 01:47: we type our requested edit and we'll simply create the task. 01:52: If you're replacing the text in an authorization or welcome letter or other areas 01:57: that might have longer text, you can also upload an attachment. 02:00: Instead of leaving the text within the description, you may also want to add that attachment. 02:06: You can do that right here - add attachment and 02:10: upload it accordingly. If you're adding or replacing a downloadable form, 02:14: you'll use that attachment option as well then simply click create 02:18: task. If you want to tag the page that 02:22: can be used to request a change, that will affect the entire step or section. 02:27: For example, remove the entire step from the health profile or 02:32: assign this step to the staff profiles only. Select 02:37: the page symbol. BugHerd 02:42: will instantly capture a screenshot of the entire page. 02:46: You can type your requested edits or you could upload a form 02:49: if you had a new authorization, perhaps, and click create tasks 02:53: there as well. Now that you've requested some edits, 02:58: what happens? Well, that's a great question and I'm so glad that you asked. Your 03:02: edits will save instantly on your team's project board. In order to make the 03:06: process efficient, the goal is to process your edits and rounds with a clear start 03:10: and stopping point. This way we can make a round of edits in your account, all 03:14: at one time. Once you've completed a round of edits, please 03:18: email your client success team to communicate that your edits have been submitted. Please 03:23: make sure you're as thorough as possible when submitting your edits. Each round of edits takes 03:27: two to four business days for our team to process and we'll reach out to you, when 03:31: your edits are ready for you to review and approve. Your team will work through 03:35: the edits and leave comments indicating, which items are completed. Should CampDoc 03:40: or SchoolDoc have any questions about any of your edit requests we'll reply to your edit 03:44: request within BugHerd. Review the comments by clicking on the tasks 03:48: on the sidebar. If you'd like to add additional comments to a task that's 03:52: been updated or if an updated task does not appear to be completed, 03:56: please leave a comment and select the mark as open button to notify us, 04:01: otherwise it's possible that will go unnoticed. Once all 04:05: edit requests are complete, your client success team will follow up via email to finalize the launch 04:09: of your account. Your implementation specialist will notify you once 04:13: each round of edits is complete and ready for you to review. 04:16: As a side note, we recommend that you do in fact, turn off BugHerd notifications 04:20: so that you are not notified each time 04:23: an individual edit is made. I mean, who really wants those extra 04:27: notifications? Am I right? To turn off BugHerd notifications, you need 04:31: to be on the BugHerd page. In the top right corner you'll see your 04:35: name. Click edit your profile, then click notifications. 04:42: Under notification preferences, toggle each notification to off. 04:47: You'll know it's off because it's grayed out. 04:51: Click save at the bottom of the page and then you're all set. 04:55: Thanks for watching this video, and if you have any questions, as always, don't hesitate to reach 04:59: out to your team.

BugHerd simplifies the editing process by allowing you to note your edits directly in your test profile. You can submit edits in two ways: 

• Tagging an Element - used to document an edit on existing text, authorizations, or questions that appear in your health forms
• Tagging a Page - used to document a change that will affect an entire step, e.g. remove the entire step from the health profile. 

Please do not submit Video Feedback. In order for us to capture your feedback and make your updates accurately, please provide your requests in writing using the Tag an Element or Tag a Page

Tagging an Element

Tagging an Element can be used to document an edit on existing text, authorizations, or questions that appear in your health forms. To tag an element, do the following:

1. Select the “+” symbol
   
2. Hover over the question you need to document an edit. A screenshot will automatically be taken of the element you selected.
3. Click on your question, and a text box will appear.
4. Document your edit.
   Note: If you are replacing the text in an authorization, welcome letter, or other areas with longer text, you can also upload an attachment instead of leaving the text within the description. You may also want to add an attachment if you are adding or replacing a downloadable form (e.g. physical form, handbook, packing list, etc.).
5. Click “Create Task.”

 

Tagging a Page

Tagging a Page can be used to document a change that will affect an entire step, e.g. remove the entire step from the health profile. 

1. Select the “page” symbol.
   
2. BugHerd will instantly capture a screenshot of the entire page.
3. Document your edit(s).
4. Click “Create Task.”
   
   

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The Editing Process

Here is what you need to know about the editing process:

• Your edits will save instantly on your CampDoc / SchoolDoc team's project board.
• Try to edit in rounds with distinct start and stop points. This allows us to address all your account edits at once. After completing a round, email your Client Success team.
• Please make sure you are as thorough as possible when documenting your edits. Each draftset will take 1-3 business days to review. Once your draftset is reviewed by your team, we will reach out if we are ready to apply changes, or if further discussion is needed.
• Your Client Success Team will review your changes and may leave comments indicating which items are completed. Should CampDoc / SchoolDoc have any questions about any of your edit requests, we will reply to your edit request in BugHerd.
• Review the comments by clicking on the tasks on the sidebar. Once all edits are complete, your Client Success team will follow up via email to finalize the launch of your account.

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Turning Off BugHerd Notifications

Your Implementation Specialist will notify you once each round of edits is complete and ready for you to review. We recommend turning off BugHerd notifications so that you are not notified each time an individual edit is made.

To turn off BugHerd notifications:

1. Click on your name in the upper right-hand corner.
2. Click “Edit your Profile”
3. Click “Notifications”
4. Under Notification Preferences, toggle each notification to off (grayed out)
5. Click “Save” at the bottom of the page
   
   

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