Mesmasters
Step-by-Step Set-up Guides for Administrators
Getting started with your enquiries
Getting to know your Enquire features - For Owners
In this article you will learn about all the features available to you as an Owner. Working through each of the steps with help you understand how to get set-up and provide a useful overview of owner features. Enquire - your thematic review product Step 1 Import your template(s) Mesma has a bank of templates that can be imported from its template bank. When you go to import you will see the templates that relate to your subscription. Follow the steps in this guide to learn how toFew readersGetting started with your Enquire features - Moderators and Approvers
As you have been assigned the role of a moderator or approver let us look at the features. Within the Enquire area you will see Moderator Screen A. Add comments B. Write summary C. Publish to D. Set moderated E. Save A. You can add, edit and delete comments to each of theFew readersManage your own templates in Enquire
As an Administrator and provided you have purchased the subscription you can now create your own templates in Enquire. Follow these steps: Step 1 - Click on your Admin Controls Step 2 - Click on Create Template Step 3 - Import/Create a Template Option 1 - Import a Mesma template Option 2Few readersGetting started with your Enquire features -Participants and Readers
In this article you will learn about all the features available to you as an Participant or Reader. Working through each of the steps with help you understand how to complete your assessment. Verify your identity Step 1 Verify your email When you are first invited to use Mesma software you will be asked to authenticate your identity via your email address and reset your password. This article takes you through the steps. Authenticate your mesma software user ID (/en/aFew readers
Enquiry - upload and link evidence (library lite)
When completing your enquiry you may want to link in additional evidence to support your judgements. You can begin to create your library of evidence for each individual enquiry. To do this click on the Evidence tab as seen below. A - Click on select files B - Your file will appearFew readersDeleting your enquiry
Deleting your enquiry You can only delete enquiries if there is no data present/additional users invited in. Step 1 Click into the enquiry you want to delete Step 2 Click on manage area Step 3 Click on delete this area. You will be asked to confirm or cancel. (https://storage.crisp.cFew readersCreating an activity from my Enquiry and importing into my improvement plan
While working on your Enquiries you may wish to create areas for development directly into your Improvement Plan. You can then assign and set target dates, any updates in Enquire will aFew readersEnquire template explained
Enquire will enable you to collaborate with colleagues to conduct deep dive thematic reviews on areas of your provision. The number of enquiries is linked to your subscription so if you run out just ask your administrator to send us an upgrade request via their administration control panel. This screenshot explains the main features in each enquire template. A - You may have one or more groups of questions B - Your template is organised into questions C - You have the option to add a grade/sFew readersImport an enquiry
Now you have been given access as an Owner to the enquiry product you can start to create your area(s). Importing an enquiry Step 1. Navigate to your Enquire product and click on import/create. Step 2. A pop-up page will appear. You will see a selection of templates you have permission for. You can preview these before importing. (https://storage.crisp.chat/users/hFew readersHow to add groups to your enquiries
Adding a Group When importing your enquiry template, you will be asked if you want to assign a group to your enquiry (Groups can be created by your administrator for use within the modules; please contact your administrator if you require a new group to be added) To add a group to an existing enquiry. A Click on the tab manager area groups B Click to add the whole group C Click to addFew readersSubmitting your enquiry for moderation and approval
There may be times when you want a colleague to moderate or approve your enquiry. To do this you will need to first invite moderators and or approvers to your enquiry. To find out how to do this please read this article Once you have successfully invited your moderators and approvers simply complete the enquiry and when you are ready click on submit for moderation or submit for approval. The individual invited will then recFew readersChanging the owner of your enquiries
There are a number of reasons you may wish to change the ownership of an area to another user. For instance when an owner changes roles or leaves the organisation. For Admin you can change ownership via the Estate page. Owners have the permission to change the Ownership at any point in time. Follow these steps Step 1 Click on the enquiry you want to change ownership for Step 2 Click on Change owner (https://storage.crisp.chat/users/helpdesk/website/2ab0e57e2f41d600/imagFew readersInviting users to participate in your Enquiry
Now that you have set up your Enquiry area, you may wish to invite people who will support in completing the enquiry. It is advisable that you read through the description for each permission role and decide what role each person will have. Mesma roles explained. Click into Invite users If your user has already been added by your administrator, selectFew readersUnderstanding the enquiry home page
You will soon become familiar with mesma icons and the features on your enquiry homepage. Here is an explanation of all the features you can access via this page. A - This shows you the name of the intent of the enquiry with any guidance. B - The questions used to inform your enquiry C - If you grade or rate your questions the bars will show you a representation of the grades/ratings you have awarded. D - Click here to edit your questions. E - Click here to add any comments F - If you link anFew readersArchiving an enquiry
Archiving your Enquiry If you are the owner of the Enquiry you can archive via the assessment landing page If you are an admin you can archive the Enquiry via the Estate page Step 1 Click into the Enquiry you want to Archive Step 2 Click on manage area (https://storage.crisp.chat/userFew readersDuplicating your enquiry
Duplicating your enquiry Once you have developed the structure of a single template it is easy to duplicate this. This is useful if you have multiple enquiries to complete. Step 1 Click into the enquiry you want to duplicate Step 2 Click on manage area Step 3 Click on Duplicate this area.Few readersExporting enquiry data
Export data from the landing page for Enquire by template type A - select template for export (all data for this template will show on one sheet in the excel download ) B - You can select which columns you wish to see in the download C - You can select which groups of questions you wish to see in the download You can downloadFew readersQ. - Why can't I see any templates for importing in the Enquire (Deep Dive) product?
If you encounter a situation where no templates are visible for selection to import, you will need to speak to your administrator. If you are an administrator and cannot see any templates in your admin/create template page, please follow this guide to creating your own templatesFew readers