The Plaza at Edgemere Family Council
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The Plaza at Edgemere · Family Council

Advocate workspace

Where the Council triages, assigns, and works each concern. Only advocates see this — families see the calm public view.

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

Major projects — the big efforts, grouped

Open by severity

All items
AI reads the active concerns and proposes themes you can act on in bulk. It only suggests — nothing moves until you confirm.
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FC-000Restricted

What the family shared

Identifies an individual staff member. Advocates see this; it is hidden from the public dashboard.

A calm, factual restatement for leadership. This never replaces or edits the family's words above. Advocate-only — not shown to families or on public pages.

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

Family member
Resident / relation
Family email
Care level
Room #
Notes

Stored on the advocate-only record for this concern — never on the public issue, the dashboard, the CSV export, or any page families can see. Room number and family email are the sensitive fields; attach members one issue at a time, not from a directory.

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 — advocates & Council contacts only, never residents.

    A separate, locked-down view for management — they see only concerns you share here, and only the safe fields below. Never family or resident details, your internal notes, other concerns, or anything else. Default is not shared.

    Management will see: · its area & status · the Council summary above (if any) · the family's wording.

    ⚠ This concern is restricted (identifies a staff member), so its raw wording is withheld — management sees only your Council summary. Add one above if it's blank.

    ✓ Management marked this resolved on their end.

    Responses awaiting your review
    Posted management responses

    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 an advocate publishes it. Review the wording, set the basics (you can refine later in the drawer), then publish or dismiss.

    Monthly department report

    Manage 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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    Manage Services

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

    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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    🛠 Helpdesk

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

    Report something

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    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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    👥 Manage Team

    The Managers & Executives roster that fills the “Assigned to” dropdown in the concern drawer. Add someone when they join, edit a role, or remove them when they leave. Removing a person never changes concerns already assigned to them — it only takes them off the dropdown.

    Roster

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    🛡 Manage Advocates

    Who can sign in to this advocate 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 advocates never see it.

    Advocates with access

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    👪 Manage 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

    Sends a “set your password to activate your membership” email to members who haven’t been emailed yet. Safe to press more than once — it never re-emails anyone already sent.

    Requests to join

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    Members

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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. Management never sees family or resident details, your internal notes, or any concern you haven't shared.

    Responses awaiting review

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    Shared with management

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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 advocates and members. Don't add real staff accounts until the Council has agreed who gets access. Adding someone emails them a link to set their own password; removing them cuts off access right away.

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    👁 View as management

    Advocate 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 advocate tools.

    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 advocate-only context that management never sees.

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    ✨ Suggested themes

    Claude grouped the active concerns into themes. This is a suggestion — nothing on the board has changed. Review each group, pull out anything that doesn't fit, then choose a bulk action. You confirm every change; the AI never moves anything itself.