This user guide is designed to help you, the Crowdcallr user learn how to use and navigate your way around the site. You can access crowdcallr from crowdcallr.org. The guide is also available as a download:
Table of Contents:
2. Navigating the homepage
3. Answering a question
4. Asking a question
5. Researchers & Groups
7. Your Profile
Figure 1 (below) shows the Crowdcallr homepage. You can find our social media accounts on Facebook, Twitter and LinkedIn by clicking on the links in the top right-hand corner of the screen. You can register a Crowdcallr account by clicking on ‘Register’, in the top left-hand corner of the page. This will take you to the registration page (see Figure 2)
Figure 1: Crowdcallr Homepage
Figure 2: Crowdcallr Registration Page
To register an account, you will need to enter a username, your first and last names, your email address and a password. Remember that your username cannot be changed once its been made, so make sure you pick one you’ll be happy with. Once you’ve clicked on Join, you will receive a Crowdcallr welcome email which will contain an activation link. By clicking on the activation link, you will be redirected to the Crowdcallr homepage, and you can start using the site.
Figure 3: Profile Page
This is your profile page. You can navigate around your profile by using the menu bar. From here, you can see a summary of all your latest Activity, check your Notifications, access your Messages, see a list of your Friends and Groups, or check out what the rest of the Community is up to. You can also edit your public Profile or change your Crowdcallr Settings. Clicking on the Profile button takes you to your profile page. You can click on edit to make changes to your Display Name, Title and Institution Affiliation, Profile Photo and Cover Image. You can click on Settings to make changes to your password and email address, profile visibility or if you’d like to deactivate your account.
2. NAVIGATING THE HOMEPAGE
Figure 4: The Crowdcallr Homepage
From the navigation bar up at the top of the page, you can access the archive of crowdcallr questions, see what the rest of the Community is up, groups and the About Us section if you wish to find more information.
The homepage is recognizable by the banner that runs across the top of the page. The homepage banner contains a link to a featured question thread and changes according to site activity. It’s a way for you – the user to have quick and easy access to the most exciting content on the site. Click on the link in the banner to open up the featured question.
Speaking of questions, the main part of the homepage, below the banner is where the real action takes place. This is where all the most recently asked and answered questions can be accessed. Each of the blocks represents a new question, each of which can be opened to access the community discussion. You can rearrange the questions by using the filter function. In this way, you can filter through the questions to see All of them, only those that are currently open for discussion, those that have already been resolved and those that are now closed. You can also access ‘My Questions’ which links to an archive of all the questions you’ve asked on Crowdcallr. Or, you can also filter by ‘My Subscribes’ which takes me to a list of questions you’re subscribed to.
3. ANSWERING A QUESTION
Let’s look at an example. I can see that a user named Crowd Callr asked “How do YOU think Crowdcallr can be improved?. All the information about the question is contained here as well; Jonathan seems to have classified the question as ‘Crowdcallr’. This thread has been viewed 3 times There aren’t any potential answers, or discussion points in this thread yet. And nobody has upvoted the question yet.
All the other previous questions that have been asked are listed below. All of the questions are still open – that means the community is still debating and contributing to the issue at hand. Open questions are marked by a question mark embedded in an orange block. Others are marked as answered, shown by the arrow embedded in a blue block.
Let’s go back to Crowd Callr’s question. It’s still open. It just so happens, even though my expertise is in an entirely different area – that I happen to have some useful input that might help Crowd Callr answer his question. I can open up the questions page by clicking on the question title. This re-directs me to the question page.
FIGURE 5: An Open Question
I can see here, that the question asker has provided some good background information, outlining the existing research around the issue and what exactly he is trying to find out. I can upvote or downvote or comment on the question or on other users’ answers.
I would like to now contribute my own knowledge to see if it might help answer the question. I can type my answer into the space provided below the question. (Note: make sure you type your answer in the ANSWER space, not the comment space) I can add an HTML link or image to support my answer or I can upload a file from my own computer. Once I’m happy with my answer, I can press ‘Submit’ and my response will be posted.
If I’d like to go back and change my answer after its’ already been posted, I can click on Edit, or if I’d like to remove it entirely, I can click on Delete. I would also like to see what other answers users come up with for this question. I can subscribe to this question by clicking on the Subscribe button. This way, I’ll be notified whenever new activity happens on this post. I can access all my subscriptions from the homepage.
5. ASKING A QUESTION
FIGURE 6: Homepage
I would now like to ask my own question. To do that, I will navigate back to the Crowdcallr homepage. Before I ask the question, I can use the search function to check if the same or a similar question has been asked before. If my question has never been asked, I can click here on ‘Ask a Question’, which will take me the next page.
FIGURE 7: Ask a Question
Now I can type in the title of my question and provide any relevant background information, links, articles or images in the space provided below. I can use this drop-down menu to categorise my question under one of these academic categories. If my question fits more than one category or fits a category that is not listed here, I can also use tags, separated by a comma to further classify my question. Once I’m done, I can press submit and the question will be posted to Crowdcallr. Other users will now be able to see my question and attempt to answer it.
5. GROUPS & THE RESEARCH THE COMMUNITY
FIGURE 8: Homepage
Clicking on Researchers shows a list of all the other Crowdcallr research members. You can see all researchers most recent status updates or send and rescind friendship requests. There is also a search function, if you are looking for a particular researcher.
Figure 9: Groups
The Groups tab at the top of the page takes you the Groups homepage. Groups are open communities for researchers with similar interests. You can request to join any group on the groups list, or create your own. Clicking on Create Group takes you to the Group Creation Page, where you can enter your group’s name and a brief description. Clicking on Next Step takes you to the Group Settings, where you can choose whether you would like your group to be public, private or hidden and also choose which members of the group will be allowed to invite others to join. Clicking on Next Step will take you to the Upload Group Avatar page. For the Group Avatar (or, display picture), you will need to upload a file from your computer. Click on ‘upload your file’ and then select which file you would like to use as the Group Picture. Once the picture has been uploaded, you can resize the picture so that it fits in the ‘Crop Image’ display on the the right-hand side. When you’re happy with the cropped picture, you can click on next step to continue to uploading a cover image. Please note that the cover image cannot be cropped. For better results, make sure to upload an image that is larger than 1300px wide, and 225px tall. Both the Group Avatar and cover image are not necessary to create the group, but it recommended you upload Avatar and Cover images to make your group more appealing. Clicking on next will take you to a page where you can now invite other researchers to join your group. You can pick between sending invites to ‘My Friends’ only, or All Members. Select friends to invite by clicking the + button. Once you’ve made your selection, use the “Send Invites” navigation item on the left hand side, to continue. If you click on Finish , the invitations will not be sent but you can always invite more researchers to join by clicking on the invite button on the group’s home page. You can click on the Home, Activity or Members buttons on the group page to see your group’s latest activity. If you would like to make changes to the group’s display picture, cover image, title or description or if you wish to delete the group, you can click on ‘Manage’. Make sure to click on ‘Save Changes’ once you’ve made your changes so that your group is updated with the changes that you’ve made.
6. YOUR PROFILE
Figure 10: My Profile
You can access your own Crowdcallr profile by clicking on the My Profile tab, which takes you to your profile page. The menu bar allows you to see your latest activity, notifications, inbox messages, friends and groups. Clicking on Settings allows you to edit your profile settings. Remember to click on ‘Save Changes once you’re happy with your changes.
Figure 11: About Us
This concludes the Crowdcallr user guide. If there is anything you’re still unsure about, don’t hesitate to contact us at firstname.lastname@example.org and we’ll be sure to get back to you with an answer as soon as possible. We hope you enjoy using Crowdcallr as much as we enjoyed creating it!