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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Quickstart

Configure your site and start tracking incidents in minutes

1

Wait for an Invitation Email

Wait for an invitation email

2

Configure Site Settings

When you first access Kitehouse, go to the Site Settings tab to start setting up your site.

Kitehouse comes pre-loaded with categories, priorities, and sources to help you get started.

Setting up Categories

Categories allows you to categorise reports and keeps them organized.

  1. Navigate to the Categories tab under Site Settings

  2. Click the 'Create Category' button then select it to expand and reveal more options.

Setting up Incident Priorities

Priorities allows you to sort your incidents based on priority and can notify you which is needing immediate response.

  1. Navigate to the Priorities tab under Site Settings.

  2. Click the 'Create Priority' button then select it to expand and reveal more options.

Setting up Incident Sources

Sources allows you to categorise where did the information came.

  1. Navigate to the Sources tab under Site Settings.

  2. Click the 'Create Source' button then select it to expand and reveal more options.

Setting up Status Pipeline

The Status Pipeline allows you to track the current status of an incident. Each category can have it's own different pipeline and override the default.

  1. Navigate to the Status Pipeline tab under Site Settings.

  2. Add/move/remove different statuses and set which of them are terminal.

A Terminal marks the end of the pipeline. You can select multiple statuses to be the terminal and staff members can simply select from a dropdown the desired status.

Category Overrides You can setup a custom status pipeline per category. By default, categories without a custom pipeline, will be using the Default Status Pipeline.

For more information regarding category overrides, click here.

Setting up Roles

Roles allows you to customise the permission level given to your staff members

  1. Go to the Roles section under Site Settings.

  2. Click Create Role to create a new role. Click the role to expand and reveal more options.

  3. Enable/disable permissions by clicking the toggle on each permission.

For more information on the different permissions available, you can go to the roles article by clicking here: kitehouse.co.uk/docs/admin/settings/roles

3

Adding your Students

There's two ways to add students in Kitehouse, importing or adding them one-by-one.

Importing your Students

  1. In the Students tab, click the 'Import Students' button.

  2. Select whether a Full List or a Partial List.

  3. Upload your .csv file to start importing your students.

  4. Match the fields required (listed below) with your columns in the .csv file.

    1. First Name

    2. Last Name

    3. Location

    4. Student ID

    5. Email

Selecting Full List in the option will update all of the students listed in your site. Those who aren't on the list will be checked out.

Selecting Partial List in the option will only add students in your site.

Adding students one-by-one

  1. In the Students tab, click the 'Add Student' button.

  2. In the sidebar, fill out the form with the student's information.

    1. Email

    2. First Name

    3. Last Name

    4. Location (room number)

    5. Student ID

  1. Hit 'Save' to add the student to the list.

4

Adding Staff Members

Once your site is configured, your next step is to add your staff members.

  1. Under the Staff tab, click the 'Add Staff' button.

  2. In the popout, fill out the required information:

    1. Email

    2. First Name

    3. Last Name

    4. Job Title

  1. Assign a role to your staff member.

  2. Click 'Save' to invite your staff member to Kitehouse.

Upon saving. Kitehouse will send an invitation email to the staff member. You may share this resource below to assist with onboarding:

kitehouse.co.uk/docs/getting-started/staff

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