Finalizes the docs section after an adversarial audit (code review + per-page fact-check + coherence critic) and two content requests. - Accuracy: fixed 10 invented cross-link slugs, the admin-vs-board gating claims the verifiers caught (permissions matrix, /settings, invites, onboarding, connect-payments, proposal withdraw, Stripe reconciliation, member fields, door.operate), and 2 issues in the new pages (project area-at-creation, forum thread-delete role). - Coverage: added 5 how-to pages so every module is documented (recurring Stripe dues, tasks & chores, projects, comms & forum, ops knowledge base + secrets vault). 34 pages total. - Screenshots: 12 captioned app screenshots under public/docs-media/, embedded as figures. Each tutorial now has 2-3 step screenshots. - Style: removed all em-dashes/en-dashes/ellipses from the docs (natural ASCII punctuation). - Handoff (docs/HANDOFF-audit-cleanup.md) updated with the current state. typecheck 0 · lint 0 errors · build ok (all 34 /docs pages prerendered)
72 lines
3.9 KiB
Markdown
72 lines
3.9 KiB
Markdown
Incidents are how your space records code-of-conduct complaints, safety reports, and conflicts, then moves each one from a report to a decision. Any member can file; admins and board members triage. This recipe walks the whole path, including the anonymous option and the appeal-to-a-proposal exit.
|
|
|
|
## Before you start
|
|
|
|
- **File a report:** any member of the space.
|
|
- **Change status, record a disposition, scope update visibility, appeal:** `admin` or `board` role.
|
|
- A reporter always sees their own incident and its non-board updates, even without a privileged role.
|
|
|
|
## File a report
|
|
|
|
1. Go to [/incidents](/incidents) and click **File a report** (or open [/incidents/new](/incidents/new) directly).
|
|
2. Enter a **Title** (short summary, up to 200 characters) and describe **What happened** in the body, when, where, who was present, what was said or done.
|
|
3. Set **Category** (free text, e.g. `general`, `safety`, `harassment`, `theft`) and **Severity**.
|
|
4. Optionally check any **Subjects**, members the report concerns. Subjects are stored on the record but are not notified and do not gain read access by default.
|
|
5. Optionally check **File anonymously** (see below).
|
|
6. Click **File report**. A named report opens at its detail page; the incident starts in status `received`.
|
|
|
|
Severity is one of:
|
|
|
|
| Value | |
|
|
|---|---|
|
|
| `low` | |
|
|
| `medium` | default |
|
|
| `high` | |
|
|
| `critical` | |
|
|
|
|
## File anonymously
|
|
|
|
Checking **File anonymously** omits your name from the record and the activity log. In exchange you get a one-time **tracking token** shown on screen.
|
|
|
|
- The token is the only way to look the report up later, it is never emailed or displayed again. Save it immediately.
|
|
- Check status any time at [/track](/track) by entering the token. That view shows the report, its status timeline, a disposition once one exists, and updates that are not board-only.
|
|
- This is not cryptographic anonymity: an admin with direct database access can still see the row exists.
|
|
|
|
## Triage and move the incident
|
|
|
|
On the incident detail page (`/incidents/[id]`), admins and board members get an **Update status** control. Statuses:
|
|
|
|
| Status | Meaning | Timestamp stamped |
|
|
|---|---|---|
|
|
| `received` | Filed, not yet acknowledged |, |
|
|
| `under_review` | Acknowledged, being handled | `acknowledged_at` |
|
|
| `decided` | A disposition has been reached | `decided_at` |
|
|
| `appealed` | Reporter has appealed the decision |, |
|
|
| `closed` | Resolved and archived | `closed_at` |
|
|
|
|
When you select `decided` or `closed`, a **Disposition / reasoning** box appears. What you write there is visible to the reporter and is surfaced on the public tracking view. Deciding also records you in the incident's decision-makers.
|
|
|
|
## Post updates with scoped visibility
|
|
|
|
Use **Post an update** to add information, ask a question, or share a decision. Admins and board members choose a visibility for each note; reporters post at `all_parties`.
|
|
|
|
| Visibility | Who can read it |
|
|
|---|---|
|
|
| `reporter_only` | Admin/board and the reporter |
|
|
| `all_parties` | Admin/board and the reporter |
|
|
| `board_only` | Admin/board only, hidden from the reporter and the tracking view |
|
|
|
|
Each incident also has a discussion thread at the bottom of the page for members who can see the record.
|
|
|
|
## Appeal a decision
|
|
|
|
Once an incident is `decided`, the reporter sees a **Request membership appeal** form. Filing an appeal:
|
|
|
|
1. Creates a **draft** proposal of type `membership_vote` with a simple-majority threshold, linked back to the incident.
|
|
2. Flips the incident to `appealed`.
|
|
3. The action itself requires `admin` or `board` access.
|
|
|
|
The proposal opens as a draft so the language can be refined before voting, you still open it for voting yourself. From then on it behaves like any other proposal; see [Run a proposal](/docs/how-to/run-a-proposal). A link to the appeal proposal appears on the incident under **Appeal**.
|
|
|
|
Incidents are never deleted, the platform has no delete path, so the record is retained for the space's history.
|