The information architecture, navigation, terminology and visual language shared by every module. Derived from the agreed meeting decisions (structure), Mark's prototype (visual direction) and the SaaS4 customer review (navigation preferences). Decision IDs reference the Decisions Register.
Artifacts: 00 Register · 01 Shell · 02 Module spec · 03 Wireframes · 04 Build spec
The old SM's nine sections collapse into six, plus a globally available service-user search. (G-001, G-004, G-005, G-006, G-007)
| SSL section | Replaces (old SM) | Notes |
|---|---|---|
| Home / Dashboard | Home, Dashboard | Operational stats only: on-shift responders (clickable for detail), requests open/due, average time to accept, active jobs. No graphs, no weather, no staff-online panel, no alerts/messages widgets (D-001…D-007). |
| Requests | Incidents (+ ARC tickets) | Single console for ARC and local requests; incidents = urgent requests. "Request console" terminology (G-001). |
| Referrals | Referrals, Quick Agreement | ILOS "Intake" pattern; survey templates with public URLs; duplicate-address detection at creation (R-001…R-007, G-006). |
| Scheduling | Scheduling (+ SA Workspace) | Bookings home page; Roster, Daily Planner subpages; roster-change reassignment workflow; task-type filters (C-001…C-004, G-007). |
| Inventory | Inventory (7 subpages) | Goods In, Stock, Stock Transfer, Stock Take (new), Stores (typed), Manufacturers — single creation pages (I-001…I-011). |
| Reports | Operational Reports | Consolidated: Referral, Request, Service Agreements, Stock, Audit reports + scheduling/email, "as of" queries, custom reports (P-001…P-008). |
| Administration | Administration | Roles/teams with categories, default task sets + SLAs per request type, cancellation-reason categories, store config (G-009, Q-003, Q-010). |
| Service User Profile via global search | Service Agreements section | Not a menu section. Reached from the omnipresent search bar; advanced search opens from the bar (S-001, G-005). |
Layout follows Mark's prototype and the old SM: a persistent left menu of the seven sections with icons — explicitly praised by customers ("nice left menu to directly access key functions", X-002) — plus a fixed top bar carrying the global search (G-005). Branding: ILOS logo top-left; "Powered by Tunstall" at the bottom of the left menu; the monitored organisation's logo on service-user profiles (S-002). A live ops ticker ribbon scrolls along the bottom (Mark's pattern) with a hide control and a "Live feed" restore pill. Shell behaviours: collapsible left menu (button + Ctrl/Cmd+\), Ctrl/Cmd+K focuses the global search, popups close on outside click / Escape (except prompts requiring an explicit choice), non-obtrusive success toasts for saves and key actions, ILOS favicon. Visual language: Mark's component styling with the Tunstall palette — dark slate primary buttons (#334a54), Assure Blue links/highlights, darker borders, segmented icon tabs. Breadcrumbs on every page instead of back-button reliance (X-002). All pages stretch to the full viewport width (4K-friendly); the menu collapses to an icon rail on narrow screens.
| Old SM / ARC term | SSL Service Manager term | Decision |
|---|---|---|
| Incident / Ticket | Request (urgent request = old incident) | G-001 |
| Ticket console | Request console | G-001 |
| Service Agreement summary | Service User Profile | S-001 |
| Average time to answer | Average time to accept | D-002 |
| Allocated (stock) | Reserved | Q-007 |
| Task history | Tasks | Q-007 |
| Bookings | Scheduling | C-001 |
| Tags (ILOS) | Keywords | G-008 |
| Intake (ILOS) | Referrals | R-001 |
| Circle of Care (NSM) | Contacts | S-011 |
Tokens extracted from the delta.tunstallpartners.com build. We keep the palette, typography and card-based layout everyone responded to, while replacing structure/widgets the meetings rejected (graphs, weather, staff-online).
| Token | Value | Use |
|---|---|---|
--brand-950 | hsl(198 38% 10%) | Top navigation, headers |
--brand-900 | hsl(198 34% 16%) | Primary buttons, table headers |
--brand-700 | hsl(190 82% 32%) | Active nav, success states |
--brand-600 | hsl(190 86% 38%) | Secondary actions, links |
--accent-blue | hsl(219 91% 58%) | Informational highlights |
--warning | hsl(40 91% 48%) | SLA approaching (RAG amber) |
--danger | hsl(354 64% 47%) | SLA breached (RAG red), destructive actions |
--radius-lg: .5rem cards, --radius-2xl: 1rem panels).Status is conveyed by meaning, not arbitrary colour. Seven semantic states, capped — every module maps its statuses onto these tokens so the colour language stays consistent.
| State | Colour | Used for |
|---|---|---|
| Accepted | Blue (Assure) | Accepted / acknowledged — request or task picked up (p-acc) |
| In progress | Amber | In progress / scheduled / expiring soon / due (p-prog, p-hold, p-draft) |
| Complete | Green | Complete / closed-successfully / published / active / SLA met (p-done, p-active, p-pub) |
| On hold | Purple | On hold — held with reason; distinct from in-progress (p-onhold) |
| Neutral | Grey | Closed/ended/terminated/disabled — no action expected (p-closed, p-term) |
| Urgent | Red | Urgent / SLA breached / redacted / MOSA — needs attention (p-urgent, p-redact) |
| Internal | Slate outline | Source/system tags (SM, ARC, Internal) — informational, not a lifecycle state (p-int) |
Dark mode brightens each token to keep every text/background pair ≥ 4.5:1 (verified programmatically). Required form fields are marked with a red *; inline validation + an error summary follow on Save (AA 3.3.x, critique 12.5).
| Keep (endorsed or unchallenged) | Drop (rejected in meetings) |
|---|---|
| Top-bar navigation + global search; customer profile layout (header stats, activity feed, key-details panel); stat tiles; status pills; Inbox→intake flow patterns; clean typography | Weather widget (D-004); graphs (D-004); staff-online panel (D-004); alerts & messages widgets (D-004); ad-hoc phone number (D-006); Service Cases tab (S-012); client photo (S-002); Medication tab until NHS link (S-018) |