Setup Overview: Getting Started
Whisper is an anonymous reporting tool designed to empower your school community to report any issue to the school. It’s an extra channel of real-time information that gives you eyes on the ground and heads up on issues as they develop.
Setting up Whisper is simple, this article describes how to setup Whisper so you can start receiving intelligence from you school community.
In this Article:
A shared SWGfL Account container. It represents your organisation and links accounts for people in your organisation together, enabling you to share the products and services you subscribe to.
An individual user account within an organisation, you use this to login.
Users in your organisation who you have given access to the Whisper system via an SWGfL Account.
Members of your school community who can submit reports via the Whisper system.
A form is used by users to submit reports. Forms are accessed through a form code (e.g. “SWG1”), this code is used in the URL used to access your form via the web, and as the prefix to SMS messages.
Typically, a school will have 1 form. MATs who wish to manage multiple school reports or inbox permissions centrally will typically have 1 form per school.
Forms can be customised with your school brand and text information.
An inbox receives reports. You can have multiple inboxes to receive different types of reports (e.g. safeguarding or health and safety).
Reports are submitted by users through a channel such as via your web form or via SMS using your form code. Users will choose which category of report they are submitting which will determine which inbox their report lands in, and which admins are notified.
Reports submitted via SMS will be delivered to the first inbox in the list attached to the form the report is submitted through.
After a report is submitted, Messages can be exchanged between admins and the user who submitted the report.
There are two types of permission within the Whisper system, the first is Account Permissions and the second is Inbox Permissions.
Account Permissions can be set as one of two types: Organisation Admin and Organisation User. Organisation Admins can manage accounts, product configurations, and purchases. Organisation Users can only access products and personal configurations.
Only Organisation Admins can configure Whisper
Inboxes have permissions which can be set by Organisation Admins, this determines which Admins can see which inboxes (and thus reports) and enables them to receive notifications when Users post new reports or messages.
In the context of Whisper, anonymous means that Admins with Inbox Permissions will not have access to the email address, telephone number, IP address, location, or submission channel of any user who submits a report through the Whisper system.
Users may choose to give you their name or any other personal information or personal information of others within the context of their message but this is not technically required for the system to function.
Users may choose not to enter their email address when submitting a report – they can still read your response messages, but will not get email notifications. Any messages sent via SMS will reveal the senders telephone number to the system, but this is only available to the system for the purpose of sending responses.
Setting up a Form
You can now enter the form details such as the title and subheading, upload a logo and select a background colour.
The Config tab enables you to enter your SMS code, this will be automatically generated for you, but if you wish to change it you should do it now, as it is harder to communicate the change once the service has been promoted to your community. Here you can also select your data retention policy.
The Content tab enables you to enter copy that will appear above the form when users first arrive, you can use this to communicate how reports will be handled, or you can leave it blank. The second box of content is displayed when the user has submitted a report, again this can be used to communicate how reports are handled, this content is required and there is a default message provided.
If you wish for the system to test whether the Whisper button is installed on your website, you can enter the URL of the page you wish to install it on here.
Once you have entered the form information, press the Save Button and your Form will be added to your account. You can view the Form by clicking the item in the forms list, which will currently show that the form is not available, we now need to setup an Inbox.
Setting up an Inbox
This is the inbox interface where you will access reports, use the Add Button to add a new Inbox.
Here you can select a report type from the list, choose which Forms the Inbox will receive reports from and select who can access it. Press Save to add the Inbox.
Repeat the process to add more Inboxes, which can either be assigned to Forms, or when Reports arrive you can manually assign them to another category, this will notify the Admins who have permission to view that Inbox.
Only people who have an SWGfL Account can be given permission to access Inboxes. You will need to add the relevant people through the User Manager before assigning Inbox Permissions.
Check and Tweak Your Form
Now that you have added an Inbox and selected a Form to receive reports, your Form should now be available. You can view your Form by pressing the Edit Button on the Whisper service from your Account Dashboard, and then clicking on the Form. Alternatively, you can edit the Form and click the Preview Icon on the toolbar to see the Form.
If you need to change any setting you can edit the Form, save your changes, and view again.
Installing on your Website
Now that you are happy with your Form it is time to install a link to it on your website. Go back to the Forms Manager, and Edit your Form, now click the Install Tab.
Here you will find a box to enter the Installation Address, enter the URL of the page that you are going to install the button on here.
Entering a URL in this box does not install the button on your website, this tool only checks that the correct link is installed on the page
When you press Save, the tool will download the page you entered in the Installation Address box and check that the link is correctly installed.
How to Install the Button
We have provided a facility to generate some HTML code that links to your form, which you should install on your own website.
In the Add Reporting Link section, click the Copy Code button next to the design of button you wish to install. You can now paste the code into your website using your Content Management System (CMS). Alternatively you can create a link in your website using your CMS link tool.
We cannot provide instructions on how to place the button on your website, as all websites work differently and are outside of our control. If you do not know how to add the link to your website, send the code to your website manager and ask them to install it for you
Promoting the use of Whisper within your Community
Now that your form is working, you have setup who will receive reports, and installed the link on your website, you can do the most important part – telling your community the service is available!
To help you we have built a Poster Generator that you can print and put up around your school. On the Install tab of the form editor, at the bottom there is a Download Poster button that will generate a custom poster, with the telephone number and SMS code for texting and the URL for submitting via the web. It will also be branded with the logo and colours of the form.
You should also promote the service through your own channels such as via assemblies to your pupils, in newsletters to parents, by posting an article on your website, and through social media.
For more tips on how to promote your Whisper service to your community, read:
When first starting with Whisper, you will need to setup a Form so that your community can post reports, create one or more Inboxes to receive those reports, install the Whisper link on your website, and then promote the service to your users.
Again from the dashboard, click Access to enter the Reports Manager, click the Add button to add an Inbox, complete the form to customise each Inbox and set report access permissions. Press Save.
Go back to the Forms Manager, press the Edit button on your Form, and select the Install tab. Enter the URL of the page on your website that will host the button, Copy the Code for the button style you wish to install and place the code on your website. Your Form should now be available to receive Reports.
Finally you should promote the service to your community through your normal communication channels, such as assemblies, newsletters, and social media. You can also generate a Custom Poster from the Install tab when you edit your form.