SSL Service Manager — Interactive Wireframes

Removed tabs: Tasks (nested under Requests, S-012) · Incidents (= urgent requests, S-013) · History (→ advanced search, S-014) · Service Cases (dropped, S-012) · Medication & Health Events (until NHS/SNOMED link, S-018)

Services

S-021 ⏳ Expiring soon ↗ ＋ Add service

Service	Type	Start	End	Cost	Payee
Monitored response 24/7	Monitoring	03 May 2019	—	£4.60/wk	Leeds CC	Active
Daily welfare call	Welfare call	01 Jun 2026	15 Jun 2026	£2.10/wk	Private	Expires in 5 days Extend
Key safe maintenance	Maintenance	03 May 2019	31 Dec 2025	£0.30/wk	Leeds CC	Ended

Service Type (item 4) and end-date auto-cancel are configured in Administration; expiring services surface here and in the Reports expiry list (critique 13.6).

Recent activity

read-only — action buttons removed (S-010)

Urgent request REQ-2026-0166 created (pendant lost)	Today 09:12 · K. Jackson
Task “Replace pendant” added to REQ-2026-0142	Today 09:14 · K. Jackson
Assessment Annual review 2026 published	02 Jun 2026 · R. Johnson
Stock transfer Leeds Central → Van A. Patel auto-raised for REQ-2026-0142	09 Jun 2026 · System
Message sent to Sarah Bright (SMS)	05 Jun 2026 · N. Williams

Contacts

S-011 ＋ New contact

Order	Contact	Relation	Categories	Phones	Availability
1	Sarah Bright s.bright@mail.com · app user	Daughter	Primary Next of Kin	📱 07700 900123 🏠 0113 496 0090	M T W T F S S On holiday 12–19 Jun Edit availability
2	Tom Hewitt t.hewitt@mail.com	Neighbour	Emergency Keyholder	📱 07700 900456	M T W T F S S Not 22:00–07:00 Edit availability
3	Marcus Carter	Son	Power of Attorney	📱 07700 900789 💼 0113 222 0011	M T W T F S S Edit availability

＋ New request All Live Closed Tasks shown under each request S-012

Request	Title	Type	Status	Assigned / Responsible	Next action by
REQ-2026-0166	Replace lost fall detector pendant	Custom Urgent	Accepted	R. Johnson / N. Williams (Responders North)	Today 17:00 Q-006
↳ Task: Replace lost pendant · R. Johnson · Accepted · SLA today 17:00
ARC response timeline S-013⏱ ETA 16:40 Sent09:12 Accepted09:20 · R. Johnson En routeETA 16:40 Arrived— Completed—
REQ-2026-0142	Pendant exchange + door sensor fix	Change	In progress	A. Patel / N. Williams (Engineering)	12 Jun 2026
↳ Task: Pick stock — replacement pendant · Leeds Central · Complete
↳ Task: Install pendant + door sensor fix · A. Patel · Scheduled 12 Jun
↳ Task: Confirm with family · — · Closed as N/A Q-003
REQ-2025-0901	Initial installation — Smart Hub + pendant	Installation	Closed 03 May 2025	A. Patel / N. Williams	—
↳ Task: Pick stock · Complete ↳ Task: Install · Complete ↳ Task: Welfare follow-up call · Complete
↳ Follow-on request REQ-2026-0418 “Annual review” auto-scheduled 02 Jun 2026 S-012
REQ-2026-0418	Annual review	Custom (review)	Closed 02 Jun 2026	R. Johnson / N. Williams	—
↳ Task: Annual review visit · R. Johnson · Complete — assessment “Annual review 2026” published

Assessments

S-016

Assessment	Status	Completed by	Review
Connect assessment — annual review v2	Published 02 Jun 2026	R. Johnson	REQ → 02 Jun 2027	View
Connect assessment (full) v1	Draft	K. Jackson (in progress)	— on publish	Edit / Publish
Connect assessment (initial) v1	Published 03 May 2019	A. Hart	superseded	View

＋ Request equipment

Item	Serial	Location	Installed	Battery due
Lifeline Smart Hub Primary	SH-882241	Hallway	03 May 2019	Aug 2026	Details 📊 DMP S-017
Fall detector pendant	FD-220981	Worn	03 May 2019	Reported lost — see REQ-2026-0166	Details 📊 DMP
Smoke detector	SD-29014	Kitchen ceiling	14 Jan 2024	Jan 2028	Details 📊 DMP
Bed occupancy sensor	BO-110762	Bedroom	18 Sep 2023	Mar 2027	Details 📊 DMP
Lifeline Vi (old hub) Decommissioned	LV-410292	—	03 May 2019 — removed 18 Sep 2023	—	Details
Smoke detector (faulty) Decommissioned	SD-11807	—	03 May 2019 — removed 12 Jan 2024	—	Details

Call history

S-015 📞 Log internal call

When	Type	Handled by	Outcome / notes
Today 09:10	Alarm — pendant absent	ARC · K. Jackson	Urgent request raised (REQ-2026-0166)
08 Jun 2026 14:02	Internal Teams → N. Williams	I. Kiryazov	Completed — discussed welfare check arrangements
09 Jun 2026 18:24	Outbound — welfare call	ARC · auto-dial	No answer — retry scheduled 19:00
06 Jun 2026 07:55	Test call	Automated	OK
02 Jun 2026 16:10	Outbound — assessment summary	R. Johnson	Completed — daughter conferenced in
28 May 2026 03:12	Alarm — smoke detector	ARC · M. Osei	False alarm (burnt toast) — no action

Notes

S-019 ＋ Add note

Permanent Door code in key safe — see Keyholder contact. · Created by A. Hart on 03 May 2019 (from PNC migration)

Temporary · expires 19 Jun Daughter on holiday 12–19 Jun — use neighbour Tom Hewitt first. · Created by K. Jackson on 05 Jun 2026 (synced from ARC)

Temporary · expired 02 May Building works next door — expect dust alarms. · Created by N. Williams on 18 Apr 2026

Messages — filtered to this service user

S-019

When	To / From	Channel	Message
Today 09:13	→ Responders North	App (free)	Urgent: pendant replacement needed today — REQ-2026-0166
05 Jun 2026	→ Sarah Bright	SMS	Reminder: annual review visit 2 Jun completed, summary available
05 Jun 2026	← Sarah Bright (app)	App	Thanks — I'll be away 12–19 Jun, Tom next door has the key
01 Jun 2026	→ Assessors (team)	App (free)	Annual review for E. Carter due this week — who can take it?

Audit

S-014

When	Who	Source	Entity	Action	From → To
Today 09:14	K. Jackson	SM	REQ-2026-0142	Task added	2 tasks → 3 tasks (+ Replace pendant)
Today 09:12	K. Jackson	ARC	REQ-2026-0166	Created	— → Urgent request (pendant lost)
08 Jun 2026 14:05	I. Kiryazov	SM	Call history	Internal call logged	— → Teams call to N. Williams
05 Jun 2026 11:30	K. Jackson	ARC	Note (temporary)	Created	— → “Daughter on holiday 12–19 Jun”, expires 19 Jun
02 Jun 2026 15:50	R. Johnson	SM	Assessment “Annual review 2026”	Status change	Draft → Published (locked)
02 Jun 2026 15:50	System	SM	REQ-2027-**** (review)	Auto-created	— → Review request, due 02 Jun 2027
28 May 2026 10:12	N. Williams	SM	Agreement 000061234	Field change	Risk colour: Amber → Red
20 May 2026 09:41	S. Bright (app)	ARC	Contact Sarah Bright	Field change	Mobile: 07700 900100 → 07700 900123
14 May 2026 16:20	A. Patel	SM	Equipment BO-110762	Field change	Location: Living room → Bedroom
28 Apr 2026 08:01	Automated	ARC	Call history	Test call	— → OK (weekly)
15 Apr 2026 10:30	N. Williams	SM	Agreement 000061234	Service added	— → Daily welfare call (private pay)

Showing 1–6 of 11

Step 1 of 2 · What

Give the request a title before continuing.

Title *

A title is required.

Details Type — the form adapts to the selection (as in Mark's SM) Q-001

Equipment affected

Change kind

Prescribed equipment

Linked assessment

A completed installation already exists for this user (03 May 2025). Installations normally originate from a referral Q-001 — creating one here covers e.g. re-installation after reactivation.

Task type — list as configured in Administration Q-003

Reason (standard category)

Recovery visit date

Decommissioning auto-cancels live requests and archives client data on completion — the guided flow with the dual-occupancy check runs via Decommission… S-005

Default tasks — auto-added with their SLAs (set in Administration) Q-003

Priority S-013

Channel — defaults to Phone ＋Mark

Cancel

Operators see unavailable contacts greyed out at call time. Up to two available windows per day; anything outside them is unavailable. S-011

Day	Available from–to	and from–to (optional)
Mon	–	–
Tue	–	–
Wed	–	–
Thu	–	–
Fri	–	–
Sat	–	–
Sun	–	–

Short-term unavailability (overrides the schedule) S-011

From

Reason shown to operators

Save availability Cancel

Preview of the Reports module list (P-008). Operators review this report and act — extend, let lapse, or call the funder (critique 13.6). S-021

Service user	Service	Type	Ends	Payee
Mrs E. Carter	Daily welfare call	Welfare call	15 Jun (5 days)	Private	Extend
Mr B. Cartwright	Responder service	Responder service	16 Jun (6 days)	Leeds CC	Extend
Mrs N. Carrington	Key safe maintenance	Maintenance	14 Jun (4 days)	Leeds CC	Extend

← Back to profile

Connect assessment (full) · Mrs Edith Carter Draft v1

Autosaved 10:32 · resumes where you left off Publish…

Draft — editable until published; the linked request cannot complete until this is published. A full clinical assessment (29 questions / 4 groups) belongs on a page, not a modal — no risk of a stray Escape losing the work (item 12.1). Fields per "Connect assessment form.xlsm"; the initial-assessment answers pre-populate. S-016

About

Service user's name

Assessment date

Assessor name

Identifier type & number

Wellbeing

3 of 9 answered

Do you feel you are in crisis? Are you in receipt of any services?

Would you say that you have a positive outlook in general?

How confident are you that you can manage the challenges that face you?

Are you a carer?

What do you love/really like/feel passionate about doing?

Supported Self-Management

3 of 12 answered

In general how good is your health?

How many falls have you had in the last year?

How steady are you on your feet? Has this changed recently?

How suitable is your home for your circumstances?

Is there anything that worries/concerns you about your home?

Connectedness

3 of 8 answered

How often do you see someone?

How many different people do you see?

Do you ever feel lonely?

Do you use the internet/apps/smartphone?

Outcome

Recommended intensity (live): Level 3 — 1 Call Per Week S-016
Full form: 29 questions across 4 groups (template-configurable); scored options per the Priority Scoring sheet.

Publish… Cancel

Mrs Edith Carter / REQ-2026-0142

← Back to profile

REQ-2026-0142 · Pendant exchange + door sensor fix

In progress

Tasks

“Task history” renamed — these are the tasks (Q-007). Click a task for details. ＋ Add task

Task	Assigned	SLA	Status
Pick stock — replacement pendant	Store: Leeds Central	Met	Complete
Install pendant + door sensor fix	A. Patel (Engineer)	Due 12 Jun	Scheduled
Confirm with family (default — N/A)	—	—	Closed as N/A

Stock items

“Allocated” renamed — reserved until task completion (Q-004, Q-007)

Stock	Serial	From store	Status
Fall detector pendant	FD-220992	Leeds Central	Reserved Q-007

When the last task completes, the completing user is prompted to close the request — it stays open only by explicit choice (Q-002). Try it: open the install task and complete it.

Details

TypeChange Q-001

PriorityNormal

RequesterSarah Bright (daughter)

AssignedA. Patel

ResponsibleN. Williams · Engineering Q-005

Next action by12 Jun 2026 Q-006

Resolution— on completion (optional) Q-010

Links

Q-009

🔗 Pendant install guide — manufacturer site · added by A. Patel

Cancel request…

Advanced search

Advanced search G-005

Field-level search over (almost) every agreement field. Default criteria match the old Advanced Search; “＋ Add field” extends to any field — modelled on the data-migration search.

Service

Status (multi-select in the product)

Funder

Name

Agreement No.

Address / postcode

Telephone

NHS / NI / SS Ref / Social Care no.

Equipment Id / serial

Terminated agreements excluded — see the archive S-008

Results

5 matches

Agreement no.	Customer ref.	Full name	Address	Status	Open requests
000061234	LD-2218-EC	Mrs Edith Carter	12 Mill Lane, Leeds LS4 2AB	Active	2
000061235	LD-2218-HC	Mr Harold Carter	12 Mill Lane, Leeds LS4 2AB	Active	0
000058120	LD-1098-BC	Mr Brian Cartwright	8 Aire Street, Leeds LS1 4AB	Pending	1
000044302	LD-0773-NC	Mrs Nora Carrington	3 Beck Road, Leeds LS6 1JN	Terminating	1
000061901	LD-2301-DC	Mr Derek Carson	22 Kirkstall Avenue, Leeds LS5 3DP	Active	0

Work queue

Work queue G-007

Cross-client queue of requests & tasks. Preview — formally belongs to the Requests module.

Request	Service user	Type	Task / status	Assigned / team	Next action
REQ-2026-0166 Urgent	E. Carter	Custom	Replace pendant · Accepted	R. Johnson · Responders North	Today 17:00
REQ-2026-0142	E. Carter	Change	Install pendant + door fix · Scheduled	A. Patel · Engineering	12 Jun
REQ-2026-0117	G. Holt	Change	Exchange hub · On hold — awaiting stock	— · Engineering	Held 06 Jun
REQ-2026-0099	P. Naylor	Installation	Install hub · Unscheduled	— · Responders South	Breached 08 Jun
REQ-2026-0171	M. Osei	Custom	Welfare phone call · Scheduled 16 Jun	I. Kiryazov · Assessors	16 Jun
REQ-2026-0153	B. Aldred	Decommission	Equipment recovery · Scheduled	R. Johnson · Responders North	11 Jun

Terminated agreements

Terminated agreements S-008

Terminated profiles live here only. Search by agreement number works even after redaction. Redaction runs automatically (nightly job) after the retention period set in Administration, unless the do-not-redact flag is set. Terminated agreements that have not been redacted can be opened read-only for reference (item 3) — click the agreement number. Reactivate shows only while the 3-month window is open (item 2).

Agreement no.

Name

Status

Terminated from

Terminated to

4 records

Agreement no.	Name	Terminated	Redaction due	Do not redact	Status	Actions
000048810	Miss Ada Cartwright	11 Feb 2026	11 Feb 2029	Off · Change…	Terminated	Open (read-only) Reactivation window expired
000031557	Mr George Fenwick	20 May 2026	Flagged — no auto-redaction	On · Change…	Terminated	Open (read-only) Reactivate
000012094	［redacted］	04 Jan 2022	—	—	Redacted 04 Jan 2025
000022731	Mrs Priya Allen	14 Mar 2023	14 Mar 2027	Off · Change…	Terminated	Open (read-only) Reactivation window expired

Terminated agreements / Miss Ada Cartwright (000048810)

🔒Terminated — read-only (for reference). Terminated 11 Feb 2026; not yet redacted, so the record can be opened for reference (item 3). Editing, new requests, calls, messages and all other actions are disabled. The reactivation window (3 months) has expired (item 2). S-008

Miss Ada Cartwright

b. 22 Oct 1938 (87) · Female

Terminated

OrganisationLeeds Care Alliance

Agreement no.000048810

Customer ref.LD-1880-AC

Terminated11 Feb 2026 · reason: gone into residential care

Redaction due11 Feb 2029 (do-not-redact: off)

Address5 Hawthorn Road, Leeds LS7 3RT

Telephone0113 277 0151

Reference only

Opened for reference from the terminated archive. To bring this agreement back into service, it would need a new referral — the 3-month reactivation window has passed (item 2).

Services

Service	Type	Start	End	Cost	Payee
Monitored response 24/7	Monitoring	12 Mar 2015	11 Feb 2026	£4.20/wk	Leeds CC	Ended
Key safe maintenance	Maintenance	12 Mar 2015	11 Feb 2026	£0.30/wk	Leeds CC	Ended

Contacts

Order	Contact	Relation	Categories	Phones
1	Janet Cartwright	Daughter	Next of Kin	📱 07700 900512
2	David Lowe	Neighbour	Keyholder	📱 07700 900677

Audit (read-only)

When	Who	Action
11 Feb 2026	R. Johnson	Agreement terminated — gone into residential care
11 Feb 2026	System	Equipment recovered → Leeds Central
05 Feb 2026	N. Williams	Decommission request created

Today 07:55	Automated test call	OK
09 Jun 2026	Pendant FD-220981 not seen 24h	Alert
06 Jun 2026	Battery self-test	78%

Wireframe options

Keywords

Actions

Services

Recent activity

Contacts

Assessments

Call history

Notes

Messages — filtered to this service user

Audit

Connect assessment (full) · Mrs Edith Carter Draft v1

About

Wellbeing

Supported Self-Management

Connectedness

Outcome

REQ-2026-0142 · Pendant exchange + door sensor fix

Tasks

Stock items

Details

Links

Advanced search G-005

Results

Work queue G-007

Terminated agreements S-008

Reference only

Services

Contacts

Audit (read-only)