SSL Service Manager · Module 7 of 7 · Replaces the old SM Home (tile launcher) and Dashboard (KPI tiles + Highcharts graphs). Sources: consolidated meeting notes (M1), current SM Home + Dashboard screenshots, Mark's prototype (daily-planning / live-service / activity-feed), SaaS4 customer review. Decision IDs refer to the Decisions Register (00).
Artifacts: 00 Register · 01 Shell · 02 Profile spec · 03 Profile wireframes · 04 Build spec · 11 Dashboard spec · 12 Dashboard wireframes · 13 Requests spec · 14 Requests wf · 15 Referrals spec · 16 Referrals wf · 17 Scheduling spec · 18 Scheduling wf
The old SM has two separate landing artefacts: a Home page of coloured launcher tiles (one per section) and a Dashboard page of eight KPI tiles plus two Highcharts time-series graphs (Service Agreement Activity; Stock Items Expiring Within a Month). In the SSL Service Manager these collapse into a single operational landing view (G-001):
| Old SM | SSL Service Manager | Ref |
|---|---|---|
| Home – coloured launcher tiles (Dashboard, Incidents, Referrals, Service Agreements, Scheduling, Inventory, Operational Reports, Administration, System Administration) | Removed. The persistent left menu already provides direct access to every section ("nice left menu to directly access key functions", X-002). The launcher grid is redundant – the dashboard becomes the landing view. | D-008, G-001 |
| Dashboard – KPI tiles + Highcharts graphs | Home / Dashboard – operational stats only. The dashboard is what you land on when you open the app. | D-004 |
| "Service Agreement Activity" graph, "Stock Items Expiring" graph | Removed (graphs out). Trend analysis lives in the Reports module, not the operational landing. | D-004 |
Design principle. This is a shift-operations view for supervisors and ARC/dispatch staff – "what is happening right now and what needs my attention", not management reporting. Every number is live, every number is a drill-through into the list it counts. No charts.
#dashboard). There is no intermediate tile page (D-008).A band of compact stat tiles – Mark's stat-tile component, Tunstall palette, status-pill colour language (01 §4). Each tile is a single number with a label and a drill action; SLA-bearing tiles carry a RAG accent (X-001). No "More info" footer link (the whole tile is the control); no graphs inside tiles.
Change (Ivan, 10 Jul 2026): every tile now navigates for real in the wireframe - Requests due/overdue and Active jobs open the Work queue (03 #queue; the Due+Overdue / In-progress presets are applied in the build, not reachable by hash), Avg. time to accept opens the Request Report (24 #request), Tasks this shift opens the Roster (18 #roster), Unscheduled tasks opens Daily Planning (18 #planning). The two responder cards keep their in-page #respdetail behaviour. The "What's due next" rows open the request detail (14 #request).
| ID | Tile | Definition | Drills to | Status | Source |
|---|---|---|---|---|---|
| H-2.1 | On-shift responders | Agents from all teams holding the Responder category who are on shift now (e.g. North / South responder teams). Roles are defined in Administration. | Opens the responder detail panel (§3), not a separate page (replaces the rejected staff-online panel). | CHANGED | D-001, D-004 |
| H-2.2 | Agents available | On-shift agents per the roster who are not currently on a job – i.e. assignable now. | Responder detail panel, filtered to Available. | NEW | D-001 |
| H-2.3 | Requests open | Count of requests not yet closed across the user's scope. | Requests console, filter = Open. | NEW | D-004, G-007 |
| H-2.4 | Requests due / overdue | Open requests whose SLA "next action by" is within the warning window (amber) or already passed (red). The tile's RAG accent reflects the worst state present. | Work queue, filter = Due + Overdue, sorted by SLA. | NEW | D-004; X-001 |
| H-2.5 | Average time to accept | Mean elapsed time from a request being sent to a responder accepting it, over the current shift. Renamed from the old "average time to answer": a supervisor can assign a request; a responder can accept it. | Reports → request-response report (read-only KPI here). | CHANGED | D-002 |
| H-2.6 | Active jobs | Jobs currently being delivered – the ARC "In progress" status. Excludes accepted-but-not-started and completed. | Work queue, filter = In progress. | KEEP | D-003 |
| H-2.7 | Calls this shift | Tasks assigned to agents on this shift. Definition to confirm against the roster model before build. | Scheduling → today, filter = this shift. | TBD | D-007 |
| H-2.8 | Unscheduled tasks | Tasks with no scheduled slot yet – operational backlog needing planning. | Scheduling → daily planner, filter = Unscheduled. | KEEP | D-004; C-002 |
Clicking the On-shift responders or Agents available tile opens a side panel (interaction grammar: quick context = side panel, 01 §4). This is the agreed replacement for Mark's rejected "staff online" widget (D-004) – the information is reachable on demand, not occupying the landing permanently.
| ID | Element | Behaviour | Status | Source |
|---|---|---|---|---|
| H-3.1 | Grouped by team | Responders listed under their team (e.g. North Responders, South Responders), each with a count; teams come from Administration roles/categories. | NEW | D-001 |
| H-3.2 | Per-responder row | Name, status pill (Available / On a job / Break / Travelling), current job link (if any) and shift end time. Status maps onto the semantic pill tokens (Available = green/Complete token, On a job = amber/In-progress, Break = grey/Neutral). | NEW | D-003; 01 §4 |
| H-3.3 | Vehicle / location | Vehicle and live location shown where available. Source of vehicle location TBD – may require a vehicle-tracking-system feed; the field is present but flagged until the integration is defined. | TBD | D-005 |
| H-3.4 | Row → assign | From an Available responder the supervisor can jump to assignment in the Requests/Scheduling flow (does not duplicate the assignment UI here). | NEW | Q-005 |
A compact, read-mostly slice of the cross-client Work queue (SSL-14) – "what's due next" – so the supervisor can triage without leaving Home. It is a preview: the full queue with all filters lives in the Requests module.
The operationally useful half of the old KPI grid is retained as a compact drill list (counts, no graphs). Each row is a saved filter into another module – these answer "what's stacking up".
| Row | Definition | Drills to | Source |
|---|---|---|---|
| Pending referrals | Referrals awaiting triage/conversion. | Referrals, status = New/Triage. | R-001 |
| Pending installations / changes / decommissions | Open requests by SSL request type. | Requests, filter = type + open. | Q-003 |
| Assessments expired / nearing review | Service users whose assessment has lapsed or is within the review window. | Advanced search → assessment-due list → profile. | S-016 |
| Services expiring (< 7 days) | Agreements with a service ending soon (extend / let-lapse / call-funder). | Reports expiry list (also surfaced on the profile Services tab). | S-021 |
| ID | Control | Behaviour | Status | Source |
|---|---|---|---|---|
| H-6.1 | Scope selector | My teams / All (permitted) / by Region – constrained to the user's visibility scope (Authority/CC/Region/System). Persisted per user. | NEW | SSL-15.4; P-001 |
| H-6.2 | Refresh frequency | Auto-refresh interval – Off / 1 / 5 / 15 min, default 5 min (retained from the old dashboard), plus a manual refresh button and an "as of HH:MM" stamp. Auto-refresh respects prefers-reduced-motion (no animated transitions). | KEEP | D-009 |
| H-6.3 | Per-user layout memory | Scope and refresh choices persist per user (consistent with per-user column memory, P-002). | NEW | P-002 |
Explicitly carried so coverage is complete and the rejections are traceable. Greyed equivalents in the wireframe name the decision.
| Old widget | Disposition | Source |
|---|---|---|
| Service Agreement Activity graph; Stock Items Expiring graph (Highcharts) | REMOVED from the operational view – graphs out; trend reporting moves to Reports. | D-004 |
| Weather widget | REMOVED for now (nice-to-have only). | D-004 |
| Staff-online panel | REMOVED as a permanent panel – replaced by the clickable On-shift-responders stat → detail panel (§3). | D-004 |
| Alerts & messages widgets | REMOVED from the dashboard; messages live in the header Messages control (shell). | D-004 |
| Ad-hoc phone number | REMOVED – number is taken from the responder's data, never entered ad hoc. | D-006 |
| Home launcher tile grid | REMOVED – the left menu replaces it; the dashboard is the landing view. | D-008 |
| Per-chart export / "Drill through" buttons | REMOVED with the charts; drill-through is now the tile/row click into the live list. | D-004 |
Every screen group in the old SM 1 Home and 2 Dashboard folders, accounted for. Counts verified against the screenshot files.
| Old screen group | Disposition in SSL | Where |
|---|---|---|
| Home – launcher tiles (Home.png) | Removed; left-menu navigation | §Scope, D-008 |
| Home – top panels 1 & 2 | Removed (decorative banners) | §7 |
| Home – "Contact Us" bottom panel | Moves to footer / Administration support links (not a home widget) | §7 |
| Dashboard – 8 KPI tiles | Operational subset rebuilt as the stat band (§2) + pending-by-type (§5); the rest removed with the graphs | §2, §5 |
| Dashboard – Service Agreement Activity graph | Removed (→ Reports) | §7, D-004 |
| Dashboard – Stock Items Expiring graph | Removed (→ Reports); expiry counts kept as a drill row | §5, §7 |
| Dashboard – refresh-frequency dropdown | Kept (§6.2) | §6, D-009 |
| Dashboard – reports/export hamburger (per chart) | Removed with the charts | §7 |
1 Home = 4 screenshots, 2 Dashboard = 5 screenshots → 9 source screens, each mapped above to built-here / removed-by-decision / owned-by-another-module. None unaccounted.SSL Service Manager · Home / Dashboard spec · pairs with wireframes 12 and Decisions Register D-001…D-009 · 16 June 2026.