Claude.md
... ...
@@ -28,6 +28,7 @@ Every content page belongs to one of these sections, which are the headings on `
28 28
| Director Guide | `#director-guide` | Directors |
29 29
| Delegate Guide | `#delegate-guide` | Delegates |
30 30
| Your Account | `#your-account` | Both roles |
31
+| For Helpers | `#for-helpers` | Invited helpers (no account) |
31 32
| Reference | `#reference` | Both roles |
32 33
33 34
## Page Structure Template
pages/Home.md
... ...
@@ -73,6 +73,16 @@ Pages that apply to both Directors and Delegates.
73 73
74 74
---
75 75
76
+## For Helpers
77
+
78
+For people a Director has invited to help, who don't have their own account.
79
+
80
+| Page | What it covers |
81
+|------|----------------|
82
+| [Using a Secure Compliance Link](using-a-compliance-link.md) | Check contestants off after a Director shares a compliance link with you |
83
+
84
+---
85
+
76 86
## Reference
77 87
78 88
| Page | What it covers |
pages/compliance-tracking.md
... ...
@@ -38,7 +38,7 @@ At the top of the tracking table, summary cards show your progress at a glance:
38 38
39 39
## Sharing a secure link with a helper
40 40
41
-If a field director, state director, or other helper needs to check off compliance, you can send them a secure link. They can view and update compliance without creating a Pageant Pass account.
41
+If a field director, state director, or other helper needs to check off compliance, you can send them a secure link. They can view and update compliance without creating a Pageant Pass account — what they see is described in [Using a Secure Compliance Link](using-a-compliance-link.md).
42 42
43 43
1. On the **Compliance** tab, click **Create Link**. A panel slides in from the right.
44 44
2. Fill in the **Contact Name** of the person you're sharing with.
... ...
@@ -64,6 +64,7 @@ Existing links appear on the **Compliance** tab, each showing the contact's name
64 64
| [Competition Dashboard](competition-dashboard.md) | The hub that holds the Compliance tab |
65 65
| [Managing Applications](managing-applications.md) | Review applicants and their acknowledgements |
66 66
| [Plans & Upgrading](plans-and-upgrading.md) | Compliance tracking is a Plus feature |
67
+| [Using a Secure Compliance Link](using-a-compliance-link.md) | What a helper sees when they open a link you share |
67 68
| [Glossary](glossary.md) | Plain-language definitions of pageant terms |
68 69
69 70
---
pages/glossary.md
... ...
@@ -84,7 +84,7 @@ Plain-language definitions of the pageant and Pageant Pass terms used throughout
84 84
85 85
**Compliance** — Tracking whether each Delegate has completed required steps: paying the entry fee, completing Miss America registration, and making the AHA donation. See [Compliance Tracking](compliance-tracking.md).
86 86
87
-**Compliance link (secure link)** — A private web link a Director can share so a trusted helper can view and update compliance information without needing an account.
87
+**Compliance link (secure link)** — A private web link a Director can share so a trusted helper can view and update compliance information without needing an account. See [Using a Secure Compliance Link](using-a-compliance-link.md).
88 88
89 89
**Square** — A payment service Pageant Pass connects to so Directors on the Plus plan can collect entry fees online. See [Accepting Payments with Square](accepting-payments-with-square.md).
90 90
pages/using-a-compliance-link.md
... ...
@@ -0,0 +1,57 @@
1
+# Using a Secure Compliance Link
2
+
3
+If a [Director](glossary.md) has sent you a secure compliance link, this page explains what you'll see and how to check contestants off. You don't need a Pageant Pass account or a password — the link is all you need. Directors create these links from their [Compliance Tracking](compliance-tracking.md) tab.
4
+
5
+---
6
+
7
+## Opening Your Link
8
+
9
+The Director emails you a private link for a single competition. To open it:
10
+
11
+1. Find the email from the Director containing your compliance link.
12
+2. Click the link. It opens the **Compliance Management** page for that competition.
13
+3. Look for the **Compliance Access** badge near the top — it confirms you're viewing through a shared link.
14
+
15
+If you see a message saying the link has expired or no longer works, the Director either set an expiration date or turned the link off. Ask them to send you a new one.
16
+
17
+---
18
+
19
+## What You'll See
20
+
21
+The page opens on the **Delegates** tab, which lists every contestant in [competition order](glossary.md) with their photo, name, and division (**Miss** or **Teen**).
22
+
23
+At the top, summary cards show how the whole competition is doing: how many contestants have paid the **Entry Fee**, completed **MA Registration**, and finished the **AHA Donation**, plus how many are **Fully Compliant** (all three done). Each card shows a count and a percentage and is colored green, yellow, or red depending on progress.
24
+
25
+Each contestant's row has a column for the three steps, plus a **Status** of **Complete** or **Ineligible**. If the competition collects payment online, you may also see a **Square Payment** column — that one is just for information and isn't something you check off.
26
+
27
+---
28
+
29
+## Checking Off a Step
30
+
31
+You update each contestant's progress right from the table. To mark a step:
32
+
33
+1. Find the contestant in the list.
34
+2. Click the button under **Entry Fee**, **MA Reg**, or **AHA Donation**. The button turns green to show the step is done (**Paid** or **Done**).
35
+3. To undo a step, click the same button again.
36
+
37
+Your name is recorded as the person who verified each step. Resting your pointer over a completed button shows who checked it off and when — so the Director always knows who did what.
38
+
39
+---
40
+
41
+## The Volunteers Tab
42
+
43
+You'll also see a **Volunteers** tab next to **Delegates**. Volunteer management isn't available yet, so there's nothing to do there for now — stick to the **Delegates** tab.
44
+
45
+---
46
+
47
+## See Also
48
+
49
+| Page | Description |
50
+|------|-------------|
51
+| [Compliance Tracking](compliance-tracking.md) | How Directors track compliance and create the link you received |
52
+| [Glossary](glossary.md) | Plain-language definitions of pageant and Pageant Pass terms |
53
+| [Home](Home.md) | The full table of contents for this manual |
54
+
55
+---
56
+
57
+*[Home](Home.md)*