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Workwise User Guide

Your Digital Workplace Passport


Table of Contents

  1. Getting Started
  2. Dashboard Overview
  3. Managing Your Responses
  4. Working with Categories
  5. Managing Actions
  6. Accessing Resources
  7. Sharing Your Workplace Passport
  8. Privacy and Control

Getting Started

Welcome to Workwise

Your Digital Workplace Passport helps you document and share your workplace needs with your line manager, promoting a more inclusive work environment.

Dashboard showing profile selection dropdown

Select your profile to get started

First Steps

To begin using your workplace passport:

  1. Sign in or create an account - Enter your email address to receive a magic link for secure, password-free authentication
  2. Check your email - Click the magic link sent to your inbox to access your account
  3. Select your profile from the dropdown menu (if you have multiple profiles)
  4. Explore the dashboard - organized into three sections: Actions, Categories, and Resources
  5. Click on any category tile to start adding your responses
  6. Use the email button in the header to share your responses with your line manager
  7. Access help anytime by clicking the 'i' button in the footer

Dashboard Overview

Understanding Your Dashboard

Your dashboard is organized into three main sections: Actions (personal plans), Categories (workplace topics), and Resources (support materials). Each section contains tiles that allow you to navigate to specific areas.

Dashboard with three sections showing Actions, Categories, and Resources

Dashboard showing Actions, Categories, and Resources sections

Navigating the Dashboard

Actions Section

View and manage your personal action items that help you address workplace challenges.

Categories Section

Click category tiles to explore questions and add responses about your workplace needs and preferences.

Resources Section

Access helpful workplace support materials and external links.

Dashboard Controls

  • Email button (in header): Share your public responses with your line manager
  • Help button (in footer): Access context-sensitive help for your current view
  • Font size control (in footer): Adjust text size for comfortable reading
  • Terms and Privacy (in footer): Review terms of use and privacy policy

Managing Your Responses

About Responses

Your responses document your workplace needs, preferences, and experiences. You have full control over what you share and with whom. Access your responses by clicking on a question from any category.

Response editing interface showing privacy controls and action buttons

Edit responses and control their visibility

Response Options

When viewing a question, you can:

  • Provide a detailed response explaining your needs or preferences
  • Mark the question as 'Not Applicable' if it doesn't apply to you
  • Skip the question to answer it later
  • Edit or update your response anytime
  • Delete your response if you no longer want it saved

Response Privacy

You control the visibility of each response:

  • Public responses can be shared with your line manager via email
  • Private responses remain confidential to you
  • Change visibility settings anytime using the toggle
  • Only you decide what information to share
  • Your privacy is always protected

Creating Actions from Responses

Once you've provided a response, you can create personal action items to address workplace challenges:

  • Actions can only be created after you've answered a question
  • Click 'Add Action' to create a personal plan linked to this question
  • Edit or delete actions anytime to track your progress
  • Set actions as Active/Inactive to show current priorities
  • Control action visibility (public/private) to decide what to share
  • Public actions appear in emails to your line manager

Navigation

Use the Back button in the header to return to the previous view. Your changes are saved automatically as you work.


Working with Categories

Exploring Categories

Categories group related workplace topics and questions. Each category contains questions you can respond to about your workplace needs and preferences. Click any category tile from the Categories section on your dashboard to begin.

Category view showing available questions with status indicators

Questions within a category - checkmark shows answered, question mark shows needs attention

Understanding Question Status

  • Question mark (?) - Questions that require your attention
  • Checkmark (✓) - Questions that are already answered or skipped

Responding to Questions

When exploring categories:

  1. Click on any question to add or edit your response
  2. Provide detailed, honest responses about your needs
  3. Set response visibility (public/private)
  4. Navigate back using the Back button in the header

Managing Actions

About Actions

Actions are personal plans you create to help address workplace challenges. Each action is linked to a question from your workplace passport and can be shared with your line manager.

Actions list showing action items with status toggles and link icons

Your personal actions list with Active/Inactive toggles

Working with Actions

You can manage your actions in several ways:

  • Toggle between Active and Inactive status for each action
  • Click the link icon to view the related question
  • Use 'Show inactive' toggle to see archived actions
  • Set actions as public/private to control sharing
  • Navigate back to the dashboard using the Back button in the header

Sharing Actions

Public actions can be included in emails to your line manager, helping them understand your proactive approach to workplace challenges.


Accessing Resources

Available Resources

Resources are helpful materials, links, and information related to workplace support and neurodivergent needs. Access them from the Resources section on your dashboard.

Resources page showing available support materials with clickable links

Browse available workplace support resources

Using Resources

Resources can help you:

  • Learn about workplace accommodations
  • Find support materials for specific challenges
  • Access external links and tools (click the URL to open in a new tab)
  • Discover best practices for workplace inclusion
  • Get guidance on communicating your needs
  • Navigate back to the dashboard using the Back button in the header

Sharing Your Workplace Passport

Email Preview

The email preview shows a summary of your public responses and actions that can be shared with your line manager. Access it by clicking the email button in the header.

Email preview showing formatted workplace passport summary with send button

Preview your workplace passport before sharing

Before Sending

Review the email content carefully:

  • ✓ Check that all information accurately represents your needs
  • ✓ Verify only public responses and actions are included
  • ✓ There's an optional notes field at the bottom for additional context - use this sparingly since the app is designed to track everything through questions, responses, and actions
  • ✓ Remember you control when and what to share
  • ✓ Use the Back button in the header to return to the dashboard without sending

Sending the Email

When you're ready, enter your line manager's email address and click send. The email will be sent with a professional summary of your workplace passport, helping facilitate productive conversations about your needs.


Privacy and Control

Your Data, Your Choice

Workwise puts you in complete control of your workplace passport:

  • All responses start as private - nothing is shared unless you explicitly make it public
  • Change visibility anytime - toggle between public and private for any response or action
  • Delete freely - remove any response or action you no longer want
  • Preview before sending - always see exactly what will be shared
  • No automatic sharing - emails are only sent when you click send

Data Storage

Your workplace passport data is securely stored and only accessible to you. When you share your passport via email, only the items marked as "public" are included in the email to your line manager.

Getting Help

Access context-sensitive help anytime by clicking the 'i' button in the footer. The help content will adapt based on what you're currently viewing in the application.


Tips for Success

Getting the Most from Your Workplace Passport

  1. Be honest and specific - The more detailed your responses, the better your line manager can support you
  2. Start small - You don't need to answer everything at once. Focus on the most relevant categories first
  3. Review regularly - Your needs may change over time. Update your responses as needed
  4. Use actions strategically - Create actions for challenges you're actively working to address
  5. Control your narrative - Use the public/private settings to share what feels comfortable
  6. Preview before sharing - Always review the email preview to ensure you're comfortable with what's being shared

Need More Help?

  • Click the 'i' button in the footer for context-specific help
  • Review the Terms of Use and Privacy Policy in the footer
  • Adjust font size in the footer for comfortable reading
  • Use the Back button to navigate between views

Generated with Workwise - Your Digital Workplace Passport