Training for the office
Short guides for setting the office up, and for the work that happens every morning.
Set-up
How to invite the team
Add each person, choose their CaseBase access, and tick the shared inboxes they actually work from.
The first morning after your data moves
After an overnight move, check that people you already know, their cases, and the new morning post are where the office expects them.
Book MP surgery
Priya Shah · Housing disrepair
Surgery session
Bridge Street library
Thu 21 Aug
Bridge Street library
6 slots available
Time slot
How to set up a surgery
Create a surgery with timed slots, book a constituent from their case, and print the sheet for the MP.
Skill
How to reply to a campaign
Reply once to every boilerplate campaign email, and read the ones where a constituent added their own words before you send.
How the morning post lands in the right inbox
Rules, then Auto-pilot, file new threads before anyone sits down. The morning list is what is still unassigned.
New letter
Case · Priya Shah · Housing disrepair
How to send a bulk letter
Write one letter, build the audience from a list, ward or tags, get it approved, then download every copy to print.