Use separate identities
One browser profile per role.
Always check the name and role before acting. Do not share a login between participants.
Team demo run
Take one request from intake to closeout.
Use separate accounts and one shared SRV number. The point is to see how the same request changes for each role—not to race through every feature.
Make it recognisable
Prefix demo content with DEMO.
Use safe, disposable details and keep the SRV number visible throughout the session.
Watch Inbox
Confirm every hand-off.
At each step, the next person should find the update in Inbox and open the same request.
The shared journey
Eight hand-offs, one request.
- Requester
Create the request
Draw a clear boundary, choose the survey type, add the required date and context, then record the SRV number.
- Manager
Request one clarification
Open the new item from Inbox or Operations and ask for a specific missing detail.
- Requester
Reply and resubmit
Open the grouped Inbox update, answer on the request, and resubmit it for review.
- Manager
Assign the work
Choose a surveyor, dates, and allocated hours after checking Capacity.
- Surveyor
Start and comment
Find the job in My Map or My Jobs, start it, and add a field update.
- Everyone
Check the thread
Requester and manager confirm that the field comment appears in Inbox under the same SRV number.
- Surveyor + Manager
Hold and resume
Record a pause reason and review date, then resume with an explicit schedule decision.
- Surveyor
Close out
Add a safe demo deliverable URL and complete closeout. Everyone checks the final status and activity history.
Something went wrong?
Send a useful issue report.
Do not include passwords, invitation links, reset links, or sensitive request information.
Approximate time and your roleDevice and browserSRV numberShortest reproduction stepsExpected and actual resultScreenshot, when helpful