Welcome to the DocNetwork support guide on how to effectively use BugHerd, our new editing tool. This document will provide a step-by-step walkthrough of how to download and install BugHerd on your device, along with instructions on how to request edits for health forms.
In this article:
- BugHerd Account Setup
- Downloading and Installing BugHerd
- Using BugHerd Dashboard
- Requesting Edits
- The Editing Process
- Turning Off BugHerd Notifications
BugHerd Account Setup
Follow the steps below to set up your BugHerd account:
00:03: Well Hi! I'm Phil from the DocNetwork training team. In this video we're 00:08: going to walk through BugHerd; our tool that helps our providers 00:10: simplify the onboarding process especially when it comes to updating Health profile 00:15: forms and making edit requests. 00:17: This video will walk you through how to download and install BugHerd on your computer. 00:21: In a separate video we'll also walk through the steps to request an edit to 00:26: the forms. To start the process off, your team here 00:30: at CampDoc or SchoolDoc will send you an invite to your organization's project 00:34: in BugHerd. Simply accept the invite. You'll 00:39: then be prompted to create a free account. Once you accept the invite, 00:43: you'll be asked to download the Chrome extension. 00:46: It's the extension that really gives BugHerd its magic. 00:51: With that, in mind we recommend using Google Chrome with BugHerd 00:54: It can be downloaded on Safari and Edge, but Chrome is our preferred browser. 00:59: After creating an account and accepting our invite, a new page will direct you 01:03: to the Google Chrome store to download BugHerd. 01:06: Simply click to install and that will direct you to the BugHerd 01:10: download. And then click the add to Chrome button 01:14: in the top right corner of the page. 01:17: When 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's. 01:33: Once you click go to your organization, BugHerd will open. This 01:37: parts important as, oftentimes people can mistakenly login with their regular provider 01:41: account. You need to log into CampDoc or SchoolDoc. 01:44: Using the test account credentials provided by your team, and 01:48: not your provider email. Make sure to see your test account credentials in 01:52: the email that the CampDoc or SchoolDoc team sends over. You should 01:56: now have access to your test account, and a BugHerd sidebar. 02:00: If you click the navy BugHerd button in the bottom right corner of the page, it 02:05: will open the sidebar as well. At this point 02:08: you have BugHerd all set up and you'll be able to use this as your great new tool 02:12: for updating your CampDoc or SchoolDoc account. To find 02:16: out how to actually request edits, make sure to watch part 2 of this video 02:20: series. Thanks for watching, and as always don't hesitate to reach out 02:24: if you have any questions.
- Your Client Success team will send you an invitation to join your Camp/School project.
- Accept the invite.
- You'll be prompted to create a free account.
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:
- After accepting the invite, you'll be directed to the Google Chrome Store to download BugHerd.
- Click "Click to install" to initiate the BugHerd download.
- Click the "Add to Chrome" button in the top-right corner.
- When prompted, click "Add extension" to complete the installation.
- To get started, click "Go to your organizations."
Using BugHerd Dashboard
Follow the steps below to use the BugHerd dashboard and access your test accounts:
- Once you click “Go to your organization” BugHerd will open.
- 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).
- You should now have access to your test account, and a BugHerd sidebar.
- If you click the navy BH button in the bottom-right corner of the page, it will open the sidebar.
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 request an edit on existing text, authorizations, or questions that appear in your health forms
- Tagging a Page - used to request 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 request an edit on existing text, authorizations, or questions that appear in your health forms. To tag an element, do the following:
- Select the “+” symbol
- Hover over the question you need to request an edit
- A screenshot will automatically be taken of the element you selected
- Click on your question, and a text box will appear
- Type your requested 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.)
- Click “Create Task”
Tagging a Page
Tagging a Page can be used to request a change that will affect an entire step, e.g. remove the entire step from the health profile.
- Select the “page” symbol.
- BugHerd will instantly capture a screenshot of the entire page.
- Type your requested edit(s)
- Click “Create Task”
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 submitting your edits. Each round of edits will take 2-4 business days for our team to process. We will reach out when your edits are ready for you to review and approve.
- Your Client Success Team will work through the edits and 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 edit requests are complete, your Client Success team will follow up via email to finalize the launch of your account.
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:
- Click on your name in the upper right-hand corner.
- Click “Edit your Profile”
- Click “Notifications”
- Under Notification Preferences, toggle each notification to off (grayed out)
- Click “Save” at the bottom of the page