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SSL Service Manager

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Home / Dashboard – Functional Specification v0.9

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

Scope & structural change wireframe ↗

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 SMSSL Service ManagerRef
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 graphsHome / 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" graphRemoved (graphs out). Trend analysis lives in the Reports module, not the operational landing.D-004
"The dashboard should be operational stats – on-shift responders, requests open and due, average time to accept, active jobs. We don't need the graphs, the weather, the staff-online panel or the alerts and messages widgets here." – consolidated notes, M1 (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.

1 · Landing view & audience wireframe ↗

2 · Operational stat band wireframe ↗

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).

IDTileDefinitionDrills toStatusSource
H-2.1On-shift respondersAgents 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).CHANGEDD-001, D-004
H-2.2Agents availableOn-shift agents per the roster who are not currently on a job – i.e. assignable now.Responder detail panel, filtered to Available.NEWD-001
H-2.3Requests openCount of requests not yet closed across the user's scope.Requests console, filter = Open.NEWD-004, G-007
H-2.4Requests due / overdueOpen 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.NEWD-004; X-001
H-2.5Average time to acceptMean 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).CHANGEDD-002
H-2.6Active jobsJobs currently being delivered – the ARC "In progress" status. Excludes accepted-but-not-started and completed.Work queue, filter = In progress.KEEPD-003
H-2.7Calls this shiftTasks assigned to agents on this shift. Definition to confirm against the roster model before build.Scheduling → today, filter = this shift.TBDD-007
H-2.8Unscheduled tasksTasks with no scheduled slot yet – operational backlog needing planning.Scheduling → daily planner, filter = Unscheduled.KEEPD-004; C-002
Ad-hoc number removed (D-006). The old dashboard could expose an ad-hoc phone number for dispatch. This must not appear – requests are sent to responders and the contact number is taken from the responder's own data, not entered ad hoc.

3 · On-shift responders – detail panel wireframe ↗

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.

IDElementBehaviourStatusSource
H-3.1Grouped by teamResponders listed under their team (e.g. North Responders, South Responders), each with a count; teams come from Administration roles/categories.NEWD-001
H-3.2Per-responder rowName, 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).NEWD-003; 01 §4
H-3.3Vehicle / locationVehicle 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.TBDD-005
H-3.4Row → assignFrom an Available responder the supervisor can jump to assignment in the Requests/Scheduling flow (does not duplicate the assignment UI here).NEWQ-005

4 · Work-queue preview wireframe ↗

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.

5 · Pending by type wireframe ↗

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".

RowDefinitionDrills toSource
Pending referralsReferrals awaiting triage/conversion.Referrals, status = New/Triage.R-001
Pending installations / changes / decommissionsOpen requests by SSL request type.Requests, filter = type + open.Q-003
Assessments expired / nearing reviewService 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
These rows were the genuinely operational tiles on the old dashboard; their graphs are what the meeting removed (D-004), not the counts. Trend versions of the same data belong to Reports (P-003…P-008).

6 · Scope & refresh controls wireframe ↗

IDControlBehaviourStatusSource
H-6.1Scope selectorMy teams / All (permitted) / by Region – constrained to the user's visibility scope (Authority/CC/Region/System). Persisted per user.NEWSSL-15.4; P-001
H-6.2Refresh frequencyAuto-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).KEEPD-009
H-6.3Per-user layout memoryScope and refresh choices persist per user (consistent with per-user column memory, P-002).NEWP-002

7 · Removed / out-of-scope widgets wireframe ↗

Explicitly carried so coverage is complete and the rejections are traceable. Greyed equivalents in the wireframe name the decision.

Old widgetDispositionSource
Service Agreement Activity graph; Stock Items Expiring graph (Highcharts)REMOVED from the operational view – graphs out; trend reporting moves to Reports.D-004
Weather widgetREMOVED for now (nice-to-have only).D-004
Staff-online panelREMOVED as a permanent panel – replaced by the clickable On-shift-responders stat → detail panel (§3).D-004
Alerts & messages widgetsREMOVED from the dashboard; messages live in the header Messages control (shell).D-004
Ad-hoc phone numberREMOVED – number is taken from the responder's data, never entered ad hoc.D-006
Home launcher tile gridREMOVED – the left menu replaces it; the dashboard is the landing view.D-008
Per-chart export / "Drill through" buttonsREMOVED with the charts; drill-through is now the tile/row click into the live list.D-004

8 · Coverage matrix – old Home + Dashboard wireframe ↗

Every screen group in the old SM 1 Home and 2 Dashboard folders, accounted for. Counts verified against the screenshot files.

Old screen groupDisposition in SSLWhere
Home – launcher tiles (Home.png)Removed; left-menu navigation§Scope, D-008
Home – top panels 1 & 2Removed (decorative banners)§7
Home – "Contact Us" bottom panelMoves to footer / Administration support links (not a home widget)§7
Dashboard – 8 KPI tilesOperational subset rebuilt as the stat band (§2) + pending-by-type (§5); the rest removed with the graphs§2, §5
Dashboard – Service Agreement Activity graphRemoved (→ Reports)§7, D-004
Dashboard – Stock Items Expiring graphRemoved (→ Reports); expiry counts kept as a drill row§5, §7
Dashboard – refresh-frequency dropdownKept (§6.2)§6, D-009
Dashboard – reports/export hamburger (per chart)Removed with the charts§7
Coverage check. Old 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.

Open questions for Tunstall

SSL Service Manager · Home / Dashboard spec · pairs with wireframes 12 and Decisions Register D-001…D-009 · 16 June 2026.