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The Plaza at Edgemere · Family Council

C workspace

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Council Documents Members, minutes & history (C² only). Opens in Google Drive — sign in with your Council Google account.

Major projects — the big efforts, grouped

Open by severity

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Groups appear on the board right away. Saving is optional. Concerns with no close wording match land in No close matches — that's normal.

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Left border = severity: Immediate High Moderate Low · columns = progress · pill = type

Outside the Council's scope

The note is the answer the family receives — what you checked and who you asked.

Center the resident's choice — never phrase this as “no issue found.”

Tip: ⌘/Ctrl+Enter to save.

FC-000

What the family shared

Date the family reported it

Family / resident 🔒 officer-only · resident name + room go to Edgemere only on a shared concern

Resident's name
Room #
Family member
Resident / relation
Family email
Care level
Notes

Where this is stored

Stored on the C²-only record for this concern — never on the public issue, the dashboard, the CSV export, or any page families can see. Resident's name, room number and family email are the sensitive fields; attach members one issue at a time, not from a directory. A QR-poster submission arrives with the resident's name and room already filled in.

History & updates

Latest update

Share with families

Families read this on the Something good page. Staff names are fine. Take out any resident’s name, room number or care detail.

Also involves

Management says—
Council confirmation—
Status & classification0

Compliment status

Compliments aren't backlog — pass the praise along, then mark it Sent.

Outside the Council’s scope

Marking something outside the Council's scope keeps the family's words on the board. It is not a brush-off — the note you write here is the answer.

Center the resident's choice — never phrase this as “no issue found.”

Recurrence & duplicates0

Happening again

Share record0

How the portal works

The management portal is a separate, locked-down view for Edgemere staff. They see only concerns you share here, and only the safe fields listed below — every unshared concern stays out of it.

Sharing sends the resident's name and room number, so Edgemere can attach it to someone. Never the family member's name or email, or your internal notes. Nothing is shared until you share it.

Who gets the email

Defaults are set on Manage Edgemere Team → Edit → Copied on shares.

Management will see: · its area & status · the Council summary above (if any) · the family's wording · the resident's name and room number from the Family / resident section (never the family member).

✓ Edgemere marked this resolved.

Edgemere's status (their claim, not the Council's)

Responses awaiting your review
Questions & answers with Edgemere

A question from Edgemere waits on the Council until someone replies. A reply closes the Council’s turn on this concern, including any response awaiting review. It never marks anything resolved or confirmed.

Posted management responses
AI suggestion reasoning0

Council summary0

Management sees this on a shared concern. Never shown to families or on public pages, and it never replaces the family's words.

Council summary — edited for clarity; the family's original words are on record above.

Respond & resolve0

Composes a draft (To / Subject / Body), copies it to your clipboard, and opens your mail app prefilled. Nothing sends on its own — you review and press send in your mail app. Every send is logged in the history below.

Council recipients — C² & Council contacts only, never residents.

    Archive0

    Removes this concern from the active board and every public view (dashboard, family report screen, monthly reports). It is not deleted — restore it any time from Council Tools → Archived.

    Waiting for review

    Family reports land here first. Nothing is public until C² publishes it. Review the wording, set the basics (you can refine later in the drawer), then publish or dismiss.

    Monthly department report

    FAQs

    These are the questions and answers on the public FAQ page. Anything you add, edit, or delete here shows up there — and to the Sprout helper — right away. Write answers the way you'd say them to a family.

    Add a new FAQ

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    Services and resources

    These are the offerings on the public Resident & Loved One Resources page. Add, edit, or remove anytime — families see changes right away. Keep descriptions plain and practical.

    Newsletters

    Edgemere’s monthly newsletters, under Newsletters on the Resources page. Each one shows only its latest month — putting up a new month replaces the old one (they name residents, so nothing is kept). The bulletin board gets one note pointing to the newest. An empty newsletter shows “Coming soon”. PDF only, up to 3.5 MB for now.

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    Add a newsletter

    Documents

    PDFs families download from the Resources page. Upload a newer copy to replace one, or add a document of your own — no code change and no deploy. PDF only, up to 3.5 MB.

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    Add a new document
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    Meeting minutes

    Minutes appear under “From the Family Council” on the Resources page, newest meeting first. Upload a PDF, replace one, or remove it — no code change and no deploy. PDF only, up to 3.5 MB.

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    Add meeting minutes
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    Meeting agenda

    Edit the agenda for the NEXT meeting. Saving updates the styled agenda page and the Resources tile right away — no PDF, no deploy.

    Suggested topics from members

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    Agenda items

    Zoom (optional)

    Dial-in numbers

    Preview page ↗

    Add a service

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    Bulletin Board

    Notes families pin to the public bulletin board. Held and reported notes wait here until you approve or delete them — they are never public until you say so. A good habit: glance here once a day.

    Needs your review

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    Post a note to the board

    On the board now

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    ✉ Email all members

    One message to every Family Council member. It can’t be recalled, so it goes in three steps: write it, send a test to yourself, then confirm. Each family gets their own copy — no one sees anyone else’s address.

    Counting members…

    General notices only — no resident names, rooms, or anything from the concern board.

    A link, not an attachment: the document stays behind the member sign-in, and there’s one copy.

    Sent before

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    🛠 Helpdesk

    Report a platform bug, an idea, or a question here — so feedback lives in one tracked place instead of scattered texts. C² only. Please report it here, not by text.

    Report something

    No file chosen

    Copied a screenshot to your clipboard? Press ⌘V (or Ctrl+V) here, or drag an image onto this box.

    screenshot preview

    Reported items
    New In progress Shipped Won't do

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    🗃 Archived concerns

    Concerns removed from the active board. They stay out of the public dashboard, the family report screen, and the monthly reports. Restore one to put it back on the board.

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    👥 Edgemere Team

    People and departments that fill the “Assigned to” dropdown and (optionally) receive portal-share emails. Mark each entry as Family Council or Edgemere staff so the list stays clear. Board login access is separate — that’s Council officers. Removing someone here never changes concerns already assigned to them.

    Add a person

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    🛡 Council officers

    Who can sign in to this C² workspace. Adding someone emails them a link to set their own password; removing someone cuts off their access right away and signs them out. Only admins can manage this list — regular C² accounts never see it.

    Officers with access

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    👪 Members

    Who can see the family pages. Approve requests to join, add or remove members. Activation emails are a separate, admin-only step — nothing emails a member automatically.

    Activation emails admin

    A note from Carrie with a fresh, single-use link to set a password (good for 90 days). Only families who haven’t activated can be emailed — anyone who has is filtered out on the server, not just here — and nobody is emailed twice in the same day.

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    Test first recommended

    Send a test to 1–3 addresses you control, then open each and check the raw headers: only that one address in To, nothing in Cc/Bcc, reply goes to the Council. No member is touched.

    Requests to join

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    Members
    Import from spreadsheet (CSV)

    First row must be column headers. Recognized columns (any order): email (required), family member, resident, relation, care level, room, date added, notes. Matched on email — existing families update, new ones are added. Safe to re-run.

    Add a member

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    🤝 Management portal

    The shared window for Edgemere management. You choose which concerns they see (from each concern's drawer); they can respond and mark things resolved on their end — but nothing they write posts until you approve it here. A shared concern carries the resident's name and room number so Edgemere can look into it. Management never sees the family member's name or email, your internal notes, or any concern you haven't shared.

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    Portal logins admin

    Edgemere staff who can sign in to the management portal — a distinct third kind of login, separate from C² and members. Don't add real staff accounts until the Council has agreed who gets access. Adding someone emails nobody — send the invitation when you’re ready. It comes from Carrie and says what the portal is. Removing someone cuts off access right away.

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    Has this been sent to leadership?

    Dropping into Raised with leadership is a claim that leadership has already seen it. Choose how this was sent — or park it in Queued until it goes out.

    PREVIEW — not the live portal. Read-only: nothing here writes, sends, or marks anything.

    👁 View as management (Preview)

    C² preview — this is exactly what Edgemere management sees. Read-only: you can look, but no management action can be taken from here. Manage sharing and approve responses from your normal C² tools.

    Edgemere Family Council
    In partnership with Edgemere.

    A shared workspace with Edgemere leadership.

    Reads the same safe projection management reads — so if you want to be sure nothing sensitive slipped into a share (a room number, a family name), this is the real management view. The “shared by” line on each card is C²-only context that management never sees.

    The dashboard exactly as that login sees it, from real data. The concern list below is the same for every login.

    Concerns shared with you

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    Response links

    Every concern sent to Edgemere gives each person it goes to a private link to answer it — no sign-in needed. See what was sent and what they answered, and revoke or renew a link. Logging a reply from email is attributed as entered by you on behalf of the manager — never as if they typed it.

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    Log email reply on behalf of manager

    ✨ Similar concerns

    Hand-edited groups are protected. Accept or reject AI membership changes for those groups only.

    Send group to management

    Creates one batch with the selected concerns. Deselect any that should not go. Pick who receives the email — primary contact first in each department.

    Solutions brief

    A council-internal working draft for this group: what families are raising, one or two things worth asking about, and what we'd like to understand from Edgemere. Generating it sends nothing, emails nothing, and shares nothing. If a version is ever worth giving to Edgemere, that is a separate step you take by hand after rewriting it.

    Sources the search returned

      Compliments

      Praise from families — not backlog. Pass each one to the staff member and their manager, then keep the record here permanently.

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      Send to their manager?