breccia-mapper/docs/source/4-general-usage.md

General Usage

Create Your Profile

Until you have created your profile, you will be prompted to do so. You cannot add relationships until this has been done. To create your profile:

1. Click Profile in the banner at the top of the screen.

   

2. Fill in your name and continue to the next step.

3. Provide consent for your data to be stored and continue to the next step.

4. Fill in the questions shown, and find your location on the map at the bottom of the page (if available). Click your location to select it.

5. Finally click Save.

Update Your Profile

Click the Profile button in the navigation bar at the top of the screen. If you have not yet provided consent for your data to be stored, you will first be asked for this. You will then be presented with your profile.

1. Click Update
2. Update your answers to the questions, and optionally update your location on the map at the bottom of the page (if available). Click your location to select it.
3. Finally click Save.

Add a Relationship

1. Click People in the banner at the top of the screen.
2. Locate the person you wish to record a relationship with and click Add Relationship next to their name.
3. If you have no relationship with this person, you can click the Autofill button at the top of the page to automatically fill in appropriate responses. Otherwise, fill in the listed questions.
4. Finally click Submit.

Update a Relationship

1. Click People in the banner at the top of the screen.
2. Locate the person you wish to update your relationship with and click Update Relationship next to their name.
3. If you have an existing but very limited relationship with this person, you can click the Autofill button at the top of the page to automatically fill in appropriate responses. This will default your relationship to the lowest level of closeness. Otherwise, fill in the listed questions.
4. Finally click Submit.

End a Relationship

1. Click People in the banner at the top of the screen.
2. Locate the person you wish to record a relationship with and click Profile next to their name.
3. Click End Relationship at the top of the page.

Create an Activity

1. Click Activities in the banner at the top of the screen.
2. Click New Activity at the top of the page.
3. Answer the questions shown.
4. Finally click Submit.

:::{note} Activities can only be edited by administrators once they have been created. :::

Record Activity Attendance

Once an activity has been created, users should record their attendance.

1. Click Activities in the banner at the top of the screen.
2. Locate the activity you wish to record attendance for and click Details next to its name.
3. At the top of the page, click Attend.

Cancel Activity Attendance

Once an activity has been created, users should record their attendance. They can also remove their attendance after previously registering it.

1. Click Activities in the banner at the top of the screen.
2. Locate the activity you wish to record attendance for and click Details next to its name.
3. At the top of the page, click Cancel Attendance.

Manage Your Account Details

To manage your account details, click your username in the top right corner of the screen, next to the Log Out button.

Alternatively, you can manage your account by going to your profile (click Profile in the banner at the top of the screen), then clicking Account Details.

Enable Login With Google or Microsoft

1. Open your account details by following the steps above.
2. Under Federated Login, click Manage.
3. Click Google or Microsoft to link your account.

Remove a Linked Google or Microsoft Account

1. Open your account details by following the steps above.
2. Under Federated Login, click Manage.
3. Under Account Connections, click the radius button next to the account you wish to remove.
4. Click Remove.