> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SCRIBE OUTLINES

# Scribe Walkthrough Outlines

Use these outlines to create Scribe step-by-step guides for the processing team. Open Scribe, hit Record, and follow the steps below.

***

## Scribe 1: How to Claim and Process a Funding Plan

**Title:** SOP: Claiming and Processing a Funding Plan

**Description:** Step-by-step guide for processors to claim work from the queue and begin processing.

### Steps to Record:

1. **Navigate to Funding Queue**
   * URL: `/admin/internal/funding-queue`
   * Show the main queue interface

2. **Identify Unassigned Work**
   * Point to the "Unassigned" stat card
   * Show how unassigned rows look (no processor name)

3. **Check SLA Status**
   * Point to the color indicator (green/yellow/red)
   * Explain: "Yellow means 2-3 days. Prioritize these."

4. **Claim a Contact**
   * Click the "Claim" button on an unassigned row
   * Show your name appearing on the row
   * Explain: "This is now your responsibility"

5. **Open the Contact**
   * Click the contact name to open their detail page
   * Show the funding plans, credit info, and status

6. **Update Status**
   * Change status from "Plan Needed" to "In Progress"
   * Add any notes about what you're working on

***

## Scribe 2: Using My Queue (NEW)

**Title:** How to Use My Queue

**Description:** Your personal dashboard showing only your claimed items sorted by urgency.

### Steps to Record:

1. **Open the Funding Queue**
   * Navigate to `/admin/internal/funding-queue`

2. **Click the My Queue Tab**
   * Click "My Queue" tab (next to "All Items")
   * Show that it filters to only your items

3. **Review Your Stats**
   * Point to the 4 stat cards: My Active, Approaching SLA, Overdue, Completed Today
   * Explain: "These are YOUR numbers, not the whole team's"

4. **Notice the SLA Sorting**
   * Point to items sorted red first, then yellow, then green
   * Explain: "Work top to bottom. Red items are overdue."

5. **Use Pull Next**
   * Click the "Pull Next" button
   * Show the toast confirmation with the contact name
   * Explain: "This grabs the most urgent unclaimed item"

6. **Bookmark It**
   * Show the URL has `?tab=my-queue`
   * Explain: "Bookmark this URL to always land on your queue"

***

## Scribe 3: Reviewing Operator Invoices (NEW)

**Title:** How to Review Operator Invoices

**Description:** Review operator invoice balances and payment history without collecting payment from this screen.

### Steps to Record:

1. **Go to Invoices**
   * Navigate to `/admin/internal/invoices`
   * Show the **Operator Invoices** tab

2. **Find the Invoice**
   * Use the status filter to narrow the list
   * Point to the invoice you want to review

3. **Review the Row Details**
   * Show the total, balance, status, date info, and created-by columns
   * Explain that this tab is read-only

4. **Open the Actions Menu**
   * Click the three-dot menu on the invoice row

5. **View Payment History**
   * Click "View Payments"
   * Show the payment history panel opening

6. **Review the History**
   * Point to the payment entries, running balance, and totals

***

## Scribe 4: Viewing Payment History (NEW)

**Title:** How to View Payment History for an Invoice

**Description:** See all payments recorded against an invoice.

### Steps to Record:

1. **Go to Invoices**
   * Navigate to the invoices page

2. **Open the Dropdown Menu**
   * Click the three-dot menu on any invoice

3. **Select View Payments**
   * Click "View Payments"
   * Show the payment history panel

4. **Review the Timeline**
   * Point to each payment entry: date, amount, method, who recorded it
   * Show the running balance
   * Show total paid vs total due at the top

***

## Scribe 5: Using the AR Dashboard (NEW)

**Title:** Understanding the AR Dashboard

**Description:** Monitor accounts receivable with the aging report and per-operator breakdown.

### Steps to Record:

1. **Go to Invoices**
   * Navigate to the invoices page
   * Show the AR Dashboard section at the top

2. **Review Stats Cards**
   * Point to Total Outstanding, Collected This Month, Overdue Count, Avg Days
   * Explain what each means

3. **Read the Aging Chart**
   * Point to the green bar (0-30 days, current)
   * Point to the amber bar (31-60 days, needs attention)
   * Point to the red bar (60+ days, escalate)

4. **Review Per-Operator Table**
   * Show operator names, outstanding amounts, overdue counts
   * Explain: "Operators with red highlights have overdue invoices"

5. **Export CSV**
   * Click "Export CSV" button
   * Show the downloaded file

***

## Scribe 6: Managing the Processing Team (NEW)

**Title:** How to Manage Processors and Auto-Assign

**Description:** Add/remove processors, set workload limits, and toggle auto-assignment.

### Steps to Record:

1. **Open the Team Panel**
   * On the Funding Queue page, click the "Team" button in the header
   * Show the slide-out panel

2. **Toggle Auto-Assign**
   * Show the Auto-Assign toggle switch
   * Turn it on
   * Explain: "New submissions will now be automatically assigned"

3. **Add a Processor**
   * Click "Add Processor"
   * Enter User ID, Name, Email
   * Set Max Load (e.g., 10)
   * Click Add

4. **Manage a Processor**
   * Toggle a processor's Active status off/on
   * Change their Max Load
   * Explain: "Inactive processors won't receive auto-assignments"

5. **View Current Distribution**
   * Point to each processor's current load count
   * Explain: "Auto-assign gives work to whoever has the least items"

***

## Scribe 7: Using Demo Mode for Review Calls (NEW)

**Title:** How to Use Demo Mode During Funding Review Calls

**Description:** Hide client PII during screen sharing.

### Steps to Record:

1. **Activate Demo Mode**
   * Press Cmd+Shift+D (or click the toggle in the header)
   * Show the "DEMO" badge appearing

2. **Show Masked Data**
   * Navigate to the Funding Queue
   * Point to masked names (fake names instead of real)
   * Explain: "All personal info is hidden for screen sharing"

3. **Spotlight a Client**
   * Click "Spotlight" on the row you want to discuss
   * Show the gold border and unmasked data
   * Explain: "Only this client's data is visible now"

4. **Navigate While Masked**
   * Click into the contact detail page
   * Show masked email, phone, credit score
   * Explain: "Masking works across all pages"

5. **Deactivate Demo Mode**
   * Press Cmd+Shift+D again
   * Show all data returning to normal

***

## Scribe 8: View as Operator (Admin) (NEW)

**Title:** How to View a Location as the Operator

**Description:** See exactly what an operator sees for troubleshooting and auditing.

### Steps to Record:

1. **Go to Admin Locations**
   * Navigate to Admin > Locations
   * Click into any location

2. **Click View as Operator**
   * Click the "View as Operator" button (eye icon)
   * Show the amber banner appearing: "Admin Mode: Viewing \[Name]"

3. **Browse as the Operator**
   * Show the dashboard scoped to that location
   * Navigate to applicants, clients, credit reports
   * Explain: "This is exactly what the operator sees"

4. **Exit Impersonation**
   * Click "Exit" in the amber banner
   * Show returning to the admin panel

***

## Scribe 9: Global Search (NEW)

**Title:** How to Search Contacts Across All Locations

**Description:** Find any contact instantly with Cmd+K.

### Steps to Record:

1. **Open Global Search**
   * Press Cmd+K (or click the search icon in the header)
   * Show the search dialog opening

2. **Search by Name**
   * Type a contact name
   * Show results grouped by location
   * Point to status badges and relative timestamps

3. **Jump to Contact**
   * Click a search result
   * Show it navigating to the contact detail page with the right location context

4. **Search by Invoice Number**
   * Open search again (Cmd+K)
   * Type an invoice number
   * Show the matching result

***

## Recording Tips

* **Keep it clean**: Close unnecessary tabs before recording
* **Go slow**: Pause briefly on each screen so Scribe captures clear screenshots
* **Use demo mode**: For any Scribes showing client data, activate Demo Mode first (Cmd+Shift+D)
* **Name your Scribes**: Use the titles above for consistency
* **Share via link**: Scribe generates shareable links. Post them in the team Slack channel.

***

*Last updated: April 6, 2026*