JOLT QC Platform - UX Wireframe

Platform Sitemap & Information Architecture

Global UX

Access Orchestration ModelIdentity -> Context -> Authorization -> NavigationDeterministic Decision Sequence

Stage

Control Check

Compliant Outcome

Exception Outcome

Transition

1

Authentication token/session valid

Proceed to tenant context resolution

Redirect to login

Stage 2

2

Tenant status active and permitted

Proceed to role resolution

Tenant access suspended screen

Stage 3

3

Role mapped with valid scope

Proceed to entitlement resolution

Role mapping exception screen

Stage 4

4

Module entitlement and flags valid

Enable modules and routes

Restricted module state with reason

Stage 5

5

Location scope available

Render authorized landing page

Scoped fallback or access-request state

Completed

Entry: Login / Invite / SSORouting: Tenant + Role + Module EntitlementOutput: Panel Home + Allowed Navigation

Role Buckets
Super Admin
Company Admin
Manager
Staff
Auditor / Compliance Lead

Core Navigation Layers
L1: Panel (Admin/Company/Execution)
L2: Module (Checklists, Audits, CAPA...)
L3: Page (List / Builder / Details / History)

Shared UX Primitives
Global search, filters, breadcrumbs, status chips, quick actions, audit-log ribbon

Role

Primary Responsibility

Access Scope

Typical Actions

Default Landing

Super Admin

Platform governance across all tenants

Global, multi-tenant

Manage companies, subscriptions, modules, system settings

Admin Dashboard

Company Admin

Organization-level operations and configuration

Single company, all assigned locations

Manage users/roles/locations, templates, automation, reports

Company Dashboard

Manager

Execution oversight and approval control

Assigned locations and teams

Monitor team tasks, approve audits/CAPAs/time edits, escalate issues

Team Dashboard

Staff

Frontline routine execution

Own tasks and assigned locations

Run checklists/audits, complete CAPAs, acknowledge documents, clock in/out

My Tasks

Auditor / Compliance Lead

Independent compliance verification and readiness

Audit scope by company/location policy

Run audits, review evidence/history, track corrective closure, export findings

Audits Queue

Panel

Primary Menus

Key Pages

Detail Pages

Output

Admin Panel

Dashboard, Companies, Users, Subscriptions, Modules, Settings

Company list, user list, coupon/subscription

Company profile, user profile, billing detail

Tenant governance + entitlements

Company Panel

Dashboard, Profile, Subscription & Invoices, Org, Template Library, Checklists, Audits, CAPA, Sensors, Labeling, Automation, Scheduling, Docs, Reports

Template lists, schedule boards, logs, report catalog

Submission detail, CAPA detail, sensor event detail

Operational control + compliance health

Staff/Manager Panel (SoW §18)

Dashboard, My Tasks, Execution, CAPA, Approvals, Logbook, Document Center, Time Clock, Notification Center, Profile Settings

Task list, notifications, profile/security prefs, approval queue, logbook, doc ack, clock

Checklist/audit run, CAPA stages, escalations, personal profile

Daily execution + verification

Login / Invite Accept

Tenant Resolve

Permission + Entitlement Check

Landing Dashboard

Module List Page

Create / Execute / Review

Approval / Escalation

Audit Log + Report

Detailed Router WireframeTenant + Role + Module EntitlementGuardrails + Fallbacks

R-01 Tenant Context Resolver
Inputs: login identity, invite token, SSO assertion, selected org
Checks: tenant exists, active status, subscription state, environment binding
Output: tenant context object (tenantId, companyId, timezone, plan)

R-02 Role Resolver
Inputs: user profile + assigned roles + location scope
Priority: Super Admin > Company Admin > Manager > Staff
Output: primary role + secondary permissions + default landing page

R-03 Entitlement Resolver
Inputs: plan modules + admin overrides + temporary grants
Checks: module enabled, usage cap, feature flags
Output: allowed menu set + disabled menu set + reason codes

Router Step

Decision Criteria

Success Route

Blocked Route

UI Behavior

Tenant Validation

Tenant active + not suspended

Proceed to role resolution

Tenant inactive page

Show support CTA + ticket link

Role Mapping

Role assigned + location scope present

Open role landing page

Role missing page

Show contact admin + retry login

Module Entitlement

Module enabled + feature flag true

Show module menu + routes

Module unavailable page

Menu disabled with tooltip reason

Location Scope

User mapped to 1+ locations

Load scoped records

No-location assignment page

Read-only fallback + request access

Landing Rules
Super Admin -> Admin Dashboard
Company Admin -> Company Dashboard
Manager -> Team Dashboard
Staff -> My Tasks
Auditor -> Audits list

Menu Rendering Rules
Visible: entitled modules only
Hidden: no access modules
Disabled: access limited by plan/flags
Badges: Trial, Expiring, Add-on required

Route Guard Rules
Direct URL guard on every page
Unauthorized -> 403 access screen
Unentitled -> upgrade/enable module prompt
Out-of-scope location -> scoped redirect

Auth Success

Build Tenant Context

Resolve Primary Role

Resolve Module Entitlements

Compose Navigation Tree

Apply Route Guards

Render Landing Page

Edge Cases
Multi-company user switcher, expired subscription, role changed during active session, module revoked mid-session

Audit Events
tenant_resolved, role_resolved, entitlement_resolved, route_denied, menu_rendered, scope_redirected

Critical Journey A: Routine Execution
Dashboard -> My Tasks -> Open Checklist -> QR/Location validation -> Complete evidence -> Submit -> Auto score -> CAPA trigger (if fail) -> History record

Critical Journey B: Audit to Closure
Audit Schedule -> Execute sections -> Multi-level sign-off -> Finding raised -> CAPA assigned -> Verification -> Closure -> Export report

Critical Journey C: Sensor Breach Response
Sensor threshold breach -> Alert -> Auto task/CAPA -> Manager escalation -> Corrective evidence -> Verification -> KPI update

Critical Journey D: Attendance & Approval
Shift plan -> Clock in/out -> Exception detected -> Manager approval -> Attendance finalized -> Payroll/report export

Authorized Experience Outcome
Each user is routed to the correct panel and can access only entitled modules, permitted pages, and scoped location data.

Navigation Standardization
Information architecture follows a consistent structure: Dashboard -> List -> Detail -> Action -> History/Reporting.

Authentication, Invite & Onboarding

Shared Entry

Authentication Entry ModelCredential / Invite / SSO PathsUnified Post-Auth Routing

Path A: Username + Password

Path B: Invite Link

Path C: SSO

Tenant Check

MFA (if enabled)

Role Landing Page

Path

Used By

Required Steps

Common Failure

Final Result

A. Login

Existing users

Credentials -> tenant -> MFA

Wrong password / locked account

Dashboard by role

B. Invite

New users

Token verify -> profile -> password -> MFA

Expired invite token

Onboarding then dashboard

C. SSO

Enterprise users

IdP login -> role mapping -> tenant mapping

Unmapped role/tenant

Dashboard by role

D. PIN / Kiosk Login

Frontline staff (when enabled)

PIN verify -> location/shift context -> optional MFA policy

Invalid PIN / inactive user

Task-execution home

Brand + Tenant LogoUsername/Email + Password + MFAForgot Password

Screen E-01: Login
Fields: email/username, password, remember me
Actions: Sign in, SSO sign in, forgot password
States: invalid credentials, locked account, inactive tenant

Screen E-02: Tenant Resolve
Auto-detect by domain/subdomain or user mapping
Fallback: tenant selector dropdown
Output: tenant badge + policy context

Screen E-03: MFA Verify
Methods: authenticator app, SMS, email OTP, backup code
Actions: resend code, switch method, trust device
States: expired OTP, max attempts reached

Screen E-04: Invite Accept
Inputs: invite token, name, phone, password setup
Policy: terms + privacy acknowledgement
Output: account activation + first-login redirect

Screen E-05: SSO Handshake
Providers: SAML/OIDC (enterprise)
Checks: user provisioning, role mapping, company mapping
Failures: unmapped role, unauthorized domain

Screen E-06: Password Reset
Step 1 request reset link/OTP
Step 2 verify token
Step 3 set new password + strength meter + success confirmation

Entry Path

Who Uses

Validation Rules

Failure Handling

Landing Result

Username/Password

All roles

Credential check + tenant active + MFA policy

Lock after N attempts, show support link

Role-based dashboard

Invite Link

New company users

Token expiry, one-time use, password policy

Expired token -> resend invite flow

Onboarding/start page

SSO

Enterprise users

IdP assertion, role mapping, tenant mapping

Access denied page with mapped reason

Role-based dashboard

Open Login

Credentials / SSO

Tenant Resolve

MFA Challenge

Permission + Module Entitlements

Role Landing Page

Security Controls
Password strength policy, rate limiting, session timeout, device trust window, suspicious login detection

Audit & Traceability
Log success/failure login attempts, invite acceptance events, reset events, SSO assertion outcomes

Invite Completion
Set profile -> Set password -> MFA setup -> Accept policy -> First login

Company Setup First Run
Timezone -> Location baseline -> Role defaults -> Module walkthrough

Low-Fidelity Mini Screens (E-01 to E-06)Field Placement + Buttons + ErrorsDesktop Wireframe

E-01 Login Screen
Header: Logo + Tenant Name
Input 1: Email / Username
Input 2: Password + show/hide
Checkbox: Remember me
Links: Forgot password
Buttons: Sign in | Continue with SSO
Error area: Invalid credentials / account locked

E-02 Tenant Resolve Screen
Auto-resolve by domain/token
Fallback input: Select organization
Preview: Tenant logo + policy snippet
Buttons: Continue | Back
Error area: Tenant not found / inactive

E-03 MFA Verify Screen
Step label: Verify identity
Method selector: App / SMS / Email / Backup code
Input: OTP code
Options: Resend OTP, Trust this device
Buttons: Verify | Switch method
Error area: OTP expired / max attempts

E-04 Invite Accept Screen
Read-only: Invite email + company
Inputs: Full name, phone, password, confirm password
Checkboxes: Terms + Privacy accept
Button: Activate account
Error area: Expired/used invite token

E-05 SSO Handshake Screen
State 1: Redirecting to IdP...
State 2: Assertion processing...
Checks: role map, tenant map, module entitlement
Success: Redirect to dashboard
Failure card: Access denied + reason + contact admin

E-06 Password Reset Screen
Step 1: Enter email/username
Step 2: Verify reset link/OTP
Step 3: New password + strength meter
Button: Update password
Success state: Password updated, go to login

E-07 PIN/Kiosk Access Screen
Inputs: PIN (or QR badge where configured)
Context: location and shift binding
Actions: Sign in, retry, supervisor override (policy-based)

E-08 Account State Gate
Checks: Active/Inactive status, tenant status, role assignment available
Outputs: allow login, deny with reason, support escalation path

E-09 Onboarding Status
Checklist: profile completion, policy acceptance, MFA enrollment, training checklist
Output: onboarding complete flag before full access

Staff Verification Failure HandlingPIN/QR/Kiosk + MFA failure outcomesDeterministic next action per failure

Failure Scenario

System Response

Immediate User Action

Escalation Path

Final State

Invalid PIN/QR (attempt 1-2)

Show error, remaining attempts counter

Retry verification

None

Access pending

Invalid PIN/QR (max attempts)

Temporary lockout + cooldown timer

Wait cooldown or request supervisor override

Supervisor authenticated override (policy-based)

Access denied until cooldown/override

MFA OTP expired/invalid

OTP rejected with reason

Resend OTP or switch method

After retry limit, route to support/admin

Re-verify before access

Inactive account / no active shift / wrong location

Hard-block with mapped reason code

Open help prompt

Manager queue for shift/location correction

Denied until status corrected

Repeated suspicious failures

Risk flag on identity and kiosk device

Cannot continue self-service login

Security/admin review required

Restricted mode + audit event

Screen ID

Primary CTA

Secondary CTA

Inline Validation

Exit Route

E-01

Sign in

SSO / Forgot password

Required fields + password format

E-02 or E-03

E-02

Continue

Back

Tenant existence + active state

E-03 or error state

E-03

Verify

Resend / Switch method

OTP format + expiration + retry limit

Role landing

E-04

Activate account

Back to login

Token validity + password policy + consent

E-03 or onboarding

E-05

Continue (auto)

Retry SSO

Assertion + role/tenant mapping

Role landing / denied

E-06

Update password

Back to login

Token + strength + confirmation match

E-01 login

E-07

Sign in with PIN

Supervisor override

PIN format + account active + shift/location context

Execution home / deny

E-08

Continue

Contact support/admin

Tenant/user status + role assignment

Dashboard / blocked state

E-09

Complete onboarding

Save draft

Mandatory checklist completion

Full-access dashboard

What user sees after success
No technical screen: user goes directly to their dashboard with only allowed menus.

What user sees after failure
Clear error + specific next action by failure type: retry, resend OTP, wait cooldown, supervisor override, or contact admin/support.

Identity Governance Alignment
Supports credential login, federated identity (SSO), centralized identity validation, and external identity lifecycle compatibility.

Login Traceability
Capture login and logoff history, failed attempts, password reset events, invite acceptance, and SSO assertion outcomes for audit readiness.

Requirement Coverage Matrix (Clear Mapping)

All Scope Points

Scope note
This matrix tracks wireframe/UX coverage of SOW requirements. Backend, infrastructure, SLA enforcement engines, and security runtime controls are implementation scope outside this artifact.

SOW Capability Area

Mapped Wireframe Section

Pages/Artifacts Included

Coverage Notes

Status

Platform Positioning + Routine-First OCMS (Sec 1-3)

Sitemap, Company Panel, Staff/Manager Panel

Role routing, execution flows, approvals, audit trails

Operational discipline and enforcement model represented end-to-end

Covered

Multi-Tenant Admin + Company Onboarding (Sec 3, 16)

Admin Dashboard, Company Wizard, Auth

Company creation steps, invite activation, subscription and modules

Includes company admin access setup and invitation completion

Covered

Company/Location Operations Management (Sec 3.1B, 17)

Company Profile, Template Library, Users/Roles/Locations, Labeling, extended Scheduling, Logbook/Incidents

Location list/detail tabs, assignments, company settings, industry templates, payroll/kiosk, incident register

Compliance context per location is present in dashboard + reports

Covered

Routine Execution Engine (Sec 3.1C, 17, 18)

Checklists & Forms, My Tasks, Execution Screen

Template builder, recurrence, assignment, submissions, evidence

Daily/weekly/monthly + ad-hoc + offline sync behavior included

Covered

Audits, Inspections, Verification (Sec 3.1D, 17, 18)

Inspections & Audits, Manager Approvals

Template sections, scoring, sign-off levels, history trail

Approval path and evidentiary traceability explicitly mapped

Covered

CAPA Lifecycle (Sec 3.1E, 6.5)

CAPA Management

Create, severity, SLA, owner, RCA, evidence, verify, close

Overdue/escalation and closure controls represented

Covered

Sensors/IoT Monitoring (Sec 3.1F, 6.6)

Sensors, IoT & QR Enforcement

Device status, threshold config, live alerts, breach history

Sensor-triggered CAPA/actions mapped in automation sections

Covered

QR Enforcement Lifecycle (Sec 7)

Sensors & QR, Execution Validation, Routing

Scan validation, context binding, anti-fraud and authorization checks

QR-to-execution control path and auditability included

Covered

Automation Rule Engine (Sec 8)

Automation Rule Engine

Trigger-condition-action builder, logs, escalation channels

Checklist/audit/CAPA/sensor/QR/scheduling/doc triggers included

Covered

Scheduling + Time Tracking (Sec 3.1H, 17, 18)

Scheduling & Time Clock

Shift planning, clock in/out, exceptions, manager approvals

PIN/QR/kiosk access paths captured in auth + schedule UX

Covered

Document + SOP Governance (Sec 3.1I, 17)

Documents, SOP & Logbook

Repository, versions, acknowledgements, role/location visibility

Mandatory acknowledgement and lifecycle represented

Covered

Reporting + Analytics (Sec 3.1J, 8.9-8.10)

Reporting & Analytics

KPI widgets, drill-down model, export and schedule

PDF/CSV/Excel and traceability-oriented reporting included

Covered

Industry Pack Architecture + Manufacturing Focus (Sec 4-6)

Sitemap, Company Modules, Reporting + Gap-Closure Screens

Industry pack console, hierarchy mapping, manufacturing deep views, pack KPI/automation profiles

Dedicated sections added: Industry Pack Console and Manufacturing Pack Deep Screens

Covered

Identity & Access Management (Sec 14)

Authentication + Routing + Roles + Settings

Credential/SSO/MFA/PIN, role scope, entitlement guards, account states

Traceability and access boundary controls explicitly mapped

Covered

Security, Tenant Isolation, Compliance Posture (Sec 10, 13)

Admin System Settings + Routing + Auth

Password policy, session control, diagnostics access, control boundaries

Conceptual governance covered; infrastructure implementation is out of wireframe scope

Covered (UX Scope)

Reliability SLA + Support Model (Sec 11, 12)

Admin System Settings + Ops/Support Gap-Closure Screens

SLA Ops Center, incident timeline, maintenance planner, support ticket lifecycle, RCA workflow

Dedicated sections added: Reliability/SLA Ops Center and Support & Incident Portal

Covered (UX Scope)

Integration & API Strategy (Sec 15)

Settings, Location Integrations, Company Profile

API keys, webhooks, external systems, compatibility hooks

Integration management represented at admin/company UX level

Covered

Phase-1 vs Phase-2 Boundaries (Sec 9)

Top chips + matrix governance notes

Phase-1 execution scope present; AI/advanced BI noted as later phase

Future intelligence capabilities intentionally not over-specified in current wireframe

Covered

Gap Closure PlanClose partially detailed SOW areasExecution-ready additions

Gap Area

Current Status

Required Wireframe Additions

Priority

Closure State

Industry Pack Configuration Console

Covered

Dedicated screens: pack selector, hierarchy mapping, template presets, automation defaults, KPI profile per industry

High

Closed

Manufacturing Pack Deep Screens

Covered

Factory -> line -> machine views, shift board, machine-level checklist runner, maintenance risk panel

High

Closed

Reliability/SLA Operations Center

Covered (UX Scope)

Service status dashboard, severity matrix, incident timeline, uptime target view, maintenance window planner

Medium

Closed

Support & Incident Portal UX

Covered

Ticket create/view flow, escalation matrix, response clock, RCA summary, client responsibility checklist

Medium

Closed

Final SOW Coverage Review

Complete

Coverage matrix updated after adding gap-closure screens and validating section mapping

High

Covered

Industry Pack Configuration Console

SoW §4-6

Purpose
Central console to activate and govern industry behavior layers without changing core platform modules. Controls pack-scoped structure, presets, automation defaults, and KPI interpretation.

Pack Setup FlowSelect Pack -> Map Hierarchy -> Apply Presets -> Activate Governance

Area

UI Elements

Actions

Output

Pack Selector

Pack cards: Manufacturing, Food, Hospitality, Facilities

Select active pack; compare profiles

Pack-specific behavior model

Hierarchy Mapping

Entity tree mapper (org -> site -> zone -> asset)

Bind company structure to pack entities

Execution context consistency

Template Presets

Preset checklist/audit bundles by pack

Apply defaults; clone/edit

Faster onboarding by industry

Automation Defaults

Prebuilt trigger/action baseline per pack

Enable/override rules by severity

Pack-governed escalation baseline

KPI Profile

Pack KPI set and weighting controls

Activate dashboard/report profile

Industry-relevant insights

Behavior Rule

Definition

Guardrail

Single Active Pack

Only one primary pack active per tenant at a time

Requires admin confirmation and impact preview

Migration Safety

Switching pack runs compatibility scan for templates/rules

Blocks activation if critical mappings are missing

Hierarchy Integrity

Pack entity model must map to tenant structure

Cannot publish pack config with orphan nodes

Override Traceability

Any pack default override logged with actor and reason

Immutable audit trail event

Page-Level Mini WireframesIndustry Pack ConsoleLow-Fidelity Screen Layout

Page IP-01: Pack Catalog
Cards with pack summary, maturity badge, required modules, default KPI profile. Compare mode highlights differences.

Page IP-02: Hierarchy Mapper
Left: tenant entities. Right: pack entities. Drag/map with validation chips and unresolved-node counter.

Page IP-03: Preset Studio
Template bundles + automation defaults + KPI preset. Toggle apply/skip, preview impacted modules before activation.

Example — Activation PreviewManufacturing pack

Impacted Area

Before

After

Checklist categories

Generic Ops

Line start-up, changeover, sanitation, PM checks

Automation baseline

Generic overdue reminders

Line-stop escalation + machine repeat-failure trigger

KPI set

Global compliance score

Line compliance, machine downtime, CAPA aging by line

Go to Related Module
Template bundles -> Template Library. Rule defaults -> Automation Engine. KPI profile -> Reporting.

Manufacturing Pack Deep Screens

SoW §6

Purpose
Deep operational views for manufacturing where execution is tied to production hierarchy and machine context.

Factory ModelFactory -> Line -> Machine -> ShiftAsset-Centric Execution

Factory / Line Board
Shift board, line status, active work orders, quality blockers, safety notices.

Machine Detail
Machine profile, sensor status, checklist cadence, maintenance due, last failures.

Machine Runner
QR-linked checklist runtime bound to specific line/machine context.

Screen

Key Controls

Why

Shift Board

By-line workload, absentee impact, urgent CAPA count

Operational continuity

Machine Risk Panel

Repeat failures, overdue PM, sensor breach timeline

Preventive action prioritization

Line Compliance View

Checklist completion %, audit score, CAPA aging by line

Line-level governance

Execution Rule

Behavior

Machine Context Lock

Checklist/audit run requires selected machine and valid location context.

Shift Boundary Awareness

Open tasks and risk views grouped by active shift window and handover status.

Repeat Failure Escalation

Repeated machine failures raise priority and suggest CAPA/maintenance path.

Page-Level Mini WireframesManufacturing PackLow-Fidelity Screen Layout

Page MF-01: Line Control Board
Lines as rows with shift targets, open blockers, active incidents, and quick drill to machine queue.

Page MF-02: Machine Runtime View
Machine header, current status, sensor sparkline, due checklist cards, open CAPAs.

Page MF-03: Maintenance Risk Panel
Overdue PM list, top repeat-failure assets, and recommended intervention actions.

Example — Line SnapshotFactory A

Line

Status

Open Risks

Action

Line 1

Running

1 overdue checklist

Open runner

Line 2

Blocked

2 sensor breaches

Create CAPA

Line 3

Running (degraded)

Repeat failure trend high

Schedule PM

Reliability / SLA Operations Center

SoW §11-12

Purpose
Operational command center for service reliability, incident handling, and SLA risk management across tenants.

Service ReliabilityStatus -> Incident -> Mitigation -> RCA

Availability %

Open P1/P2 Incidents

MTTR

SLA Breach Risk

Area

UI Elements

Actions

Service Status

Current region/component health cards

Acknowledge degradation; post maintenance notice

Incident Timeline

Event sequence with owner + timestamps

Assign commander; update status; capture mitigation

SLA Matrix

Severity buckets and response/restore clocks

Track risk and breach states

Maintenance Planner

Calendar, scope, affected tenants

Plan/announce windows with impact notes

Control Rule

Behavior

Severity Governance

Incident severity determines response clock, escalation path, and communications cadence.

SLA Clock Integrity

Pause/resume only with explicit state transitions and reason logging.

Postmortem Required

P1/P2 closure requires RCA summary and preventive control owner.

Page-Level Mini WireframesSLA Ops CenterLow-Fidelity Screen Layout

Page SLA-01: Live Status Wall
Region/component tiles with health states, current incidents, and tenant impact count.

Page SLA-02: Incident Command
Timeline, owner panel, mitigation checklist, status updates, SLA clock widget.

Page SLA-03: Maintenance Planner
Calendar + scope picker + communication templates + approval workflow for planned windows.

Example — Incident Timeline (sample)P1 API latency

Time

Event

Owner

09:02

Alert fired (P1 threshold)

System

09:06

Incident commander assigned

Ops Lead

09:18

Mitigation applied

SRE

09:40

Service stabilized, RCA opened

Ops Lead

Support & Incident Portal

SoW §12

Purpose
Structured support workflow for tenant-facing issues with SLA-aware triage, escalation, resolution, and RCA capture.

Support FlowCreate Ticket -> Triage -> Escalate -> Resolve -> RCA

Step

UI

Outcome

Create

Ticket form: category, severity, module, evidence, impact scope

Structured incident intake

Triage

Priority matrix, SLA clock, ownership panel

Clear accountability

Escalation

Escalation path + contacts + response history

Controlled incident progression

Resolution

Worklog, mitigation checklist, verification step

Closure readiness

RCA Summary

Root cause, preventive controls, follow-up owner

Audit-ready postmortem trail

Portal Rule

Behavior

Ticket Classification

Mandatory category + severity + impact scope before submit.

Escalation Control

Escalation path requires reason and target role/team.

Closure Gate

Resolved tickets require verification and customer-facing summary.

Page-Level Mini WireframesSupport PortalLow-Fidelity Screen Layout

Page SP-01: Ticket Intake
Form with severity guidance, module picker, affected users/sites, evidence upload, and expected impact.

Page SP-02: Agent Workbench
Queue table, SLA timer, assignment controls, response templates, escalation button.

Page SP-03: RCA + Closure
Root cause fields, preventive action owner, verification checklist, closure communication preview.

Example — Ticket LifecycleSUP-2041

State

Actor

Notes

Created

Company Admin

“Users cannot submit checklist in Site A”

Triaged (P2)

Support Agent

Scoped to API timeout on one region

Escalated

Support Lead

Sent to platform ops with incident link

Resolved

Ops

Mitigation deployed; customer notified

Go to Related Module
Escalation dashboards -> SLA Ops Center. Corrective actions -> CAPA. Automation follow-ups -> Automation.

Admin Dashboard

Super Admin

Global SearchDate FilterAlerts + Profile

Total Companies

Active Users

MRR/ARR (Monthly Recurring Revenue / Annual Recurring Revenue)

Recent Signups

Left Nav (Admin Main Menu)
Companies
Users
Subscriptions
Modules

Revenue Trend (subscription billing)

Signup by Location

Subscription Status Mix (Trial / Active / Inactive)

Critical Events Feed

Upcoming Renewals / Payment Risk

Recent Signups Log (company, date, contact)

SOW Dashboard Alignment
Mandatory visibility: Total Companies, Total Active Users, Recent Signups, Subscription Revenue, Location-based Signup.

Admin Actions from Dashboard
Drill to company profile, open subscription details, filter signup cohorts, review renewal and trial conversion risk.

Company Management - Multi-Step Wizard

Admin

Platform User Management

Admin

Platform-wide user directory across all companiesFilters + search + user lifecycle actionsView, Edit, Deactivate, Password Reset

User + Contact

Company + Branch

Role + Status

Last Login

Actions

Nila Raj
nila@acme.com

Acme Foods
Riyadh Branch

Manager
Active

Today 09:18

View | Edit | Reset Password | Deactivate

Omar Khan
omar@blueplant.com

Blue Plant
Factory-01

Staff
Active

Yesterday 18:42

View | Edit | Reset Password | Deactivate

List Filters
Company Name, Status, Role, Branch/Location, date range, and search by Name/Email.

Bulk Actions
Deactivate selected users, export selected users (CSV).

Security Controls
Reset password, account deactivate/reactivate, optional MFA enforcement flag.

User Detail Page (View/Edit)Tabbed Detail ModelProfile + Activity + Login History

Tab

Purpose

Fields / Data

Admin Actions

Output

Profile

Master user information

Name, email, phone, company, branch, role, status

Edit details, change role, change branch, deactivate/reactivate

Profile and access scope updated

Activity Logs

Track user actions performed in system

Action type, module, entity, timestamp

Filter by module/date, export activity slice

Auditable activity trace

Login History

Authentication/session visibility

Login time, logoff time, method, success/failure

Review anomalies, trigger password reset, disable account

Security and compliance traceability

User Lifecycle Flow
Create/Invite -> Activate -> Role assignment -> Ongoing activity -> Deactivate/Reactivate.

Validation Rules
Unique email, valid company mapping, role required, branch/location mapping required for execution users.

Audit Readiness
Every admin action on users (edit, reset, deactivate) should create an immutable audit log entry.

Coupon & Subscription Management

Admin

Administrative Billing ControlsCoupon lifecycle + subscription lifecycleCreate, validate, apply, track, invoice

Coupon Builder
Type: Percentage or Flat Price
Scope: All plans/companies or specific selections
Validity period (start/end)
Free Trial configuration
Discount Duration: One-time / Limited cycles / Recurring

Subscription Detail
Current plan, billing cycle, due date, last payment date, transaction summary, invoice actions

Coupon Screen

What Admin Configures

Validation Rules

Actions

Output

Create Coupon

Coupon type, value, validity dates, plan scope, company scope

Value range check, date window valid, selected scope not empty

Generate code / Save draft

Coupon code created and available for assignment

Trial + Duration Rules

Free trial days, duration mode, limited cycle count

Trial days numeric, limited cycle > 0 when chosen

Apply rules

Discount behavior attached to billing lifecycle

Coupon Management List

Coupon code, type, value, status, validity, scope summary

Active / Expired status computed from date + state

View | Edit | Delete | Activate / Deactivate

Coupon lifecycle controlled by admin

Subscription Screen

What Admin Sees

Filters / Controls

Actions

Output

Subscription List

Company, plan, status, billing cycle, created date, due date

Date created, active state, cycle (monthly/annual/custom), month filter, search by company

View | Edit | Activate / Deactivate

Subscription portfolio visibility

Current Plan Tab

Current plan details, due date, last payment, transaction summary

Read-only checks + invoice availability state

Generate Invoice | View Invoice

Billing transparency for current cycle

Payment History Tab

All previous payments with date/time and transaction details

Chronological listing with searchable references

Generate Invoice | View Invoice per transaction

Complete payment audit trail

Integration with Company Wizard
Coupons created here are selectable in Company Creation step for plan discounts.

Status Model
Coupon: Draft/Active/Inactive/Expired. Subscription: Trial/Active/Inactive/Overdue.

Governance & Audit
All coupon and subscription changes should create admin audit logs with before/after values.

Page-Level Mini WireframesCoupon & Subscription ManagementLow-Fidelity Screen Layout

Page CS-01: Coupon List
Top bar: Create Coupon, filters (status/type/validity), search by code/company
Main table: Code, Type, Value, Scope, Validity, Status, Actions
Actions: View, Edit, Activate / Deactivate, Delete

Page CS-02: Create/Edit Coupon
Section A: Type (Percentage/Flat), value
Section B: Scope (plans/companies: all or selected)
Section C: Validity dates + free trial + duration mode
Footer: Save Draft | Generate Code | Cancel

Page CS-03: Coupon Detail
Header: Coupon code + status badge
Summary: type, value, validity, usage metrics
Tabs: Applicable Plans, Applicable Companies, Activity Log
Actions: Edit, Deactivate, Clone

Page SS-01: Subscription List
Top bar: filters (created date, active, cycle, month), search company
Main table: Company, Plan, Cycle, Status, Created, Due Date, Actions
Actions: View, Edit, Activate / Deactivate

Page SS-02: Subscription Detail - Current Plan
Plan summary card: current plan, due date, last payment
Billing card: transaction details + discount/trial info
Buttons: Generate Invoice | View Invoice | Edit Plan

Page SS-03: Subscription Detail - Payment History
Timeline/table: payment date/time, amount, method, transaction reference, status
Per-row actions: Generate Invoice, View Invoice
Export: CSV/PDF payment ledger

Advanced Rules (Production Readiness)Billing Safety + Financial GovernanceOptional Enhancement Layer

Rule Area

Configuration

System Behavior

Admin Visibility

Status

Coupon Usage Limits

Max global redemptions, per-company usage cap

Block redemption when limit reached

Usage meter and remaining count

Added

Coupon Conflict Resolution

Priority rule when multiple coupons qualify

Apply highest-priority/most-beneficial rule as configured

Conflict decision preview before apply

Added

Plan Change Proration

Proration mode (immediate/next cycle/manual)

Auto-calculate prorated charge/credit on plan change

Proration preview card in edit plan flow

Added

Failed Payment Handling

Retry schedule, grace period days, overdue threshold

Retry attempts then mark overdue/inactive by policy

Payment risk status and retry timeline

Added

Invoice Metadata

Tax/VAT ID, billing address, legal entity details

Include metadata in generated invoices and exports

Invoice preview with compliance fields

Added

Audit Log Detail

Before/after values for coupon/subscription changes

Immutable event log with actor and timestamp

Audit tab with filter + export

Added

Rule Area

Apply Point (Configure)

View Point (Monitor)

Who Can Access

Notes

Coupon Usage Limits

CS-02 Create/Edit Coupon

CS-01 Coupon List, CS-03 Coupon Detail

Super Admin / Billing Admin

Shows usage consumed vs remaining

Coupon Conflict Resolution

CS-02 Conflict/Priority settings

CS-03 Coupon Detail (applied rule preview)

Super Admin / Billing Admin

Rule preview before coupon apply

Plan Change Proration

SS-02 Edit Plan panel

SS-02 Billing summary card

Super Admin / Billing Admin

Preview charge/credit before confirm

Failed Payment Handling

Billing Policy settings in coupon/subscription admin

SS-01 status indicators, SS-03 payment history timeline

Super Admin / Billing Admin

Retry and grace period clearly visible

Invoice Metadata

SS-02 invoice config + company billing profile

SS-02 invoice preview, SS-03 per-transaction invoice view

Super Admin / Billing Admin / Finance

Tax/VAT and legal fields on all invoices

Audit Log Detail

System-managed (automatic)

CS-03 Activity tab + admin audit export

Super Admin / Security Admin

Immutable before/after value trace

Audit Event Examples
coupon_created, coupon_updated, coupon_activated, coupon_deactivated, subscription_plan_changed, proration_applied, payment_failed, retry_scheduled, subscription_overdue, invoice_generated.

Admin Revenue Management

Admin

Revenue Operations ConsoleTrack billing performance and payment riskMRR, ARR, collections, overdue, invoices

MRR (Monthly Recurring Revenue)

ARR (Annual Recurring Revenue)

Total Collected (This Month)

Outstanding Amount

Overdue Invoices

Failed Payments

Trial to Paid Conversion

Discount Impact

Revenue View

What Admin Sees

Filters

Actions

Output

Revenue Dashboard

MRR/ARR trend, collected vs outstanding, failed payment trend

Date range, plan, company, billing cycle

Drill down to company or invoice level

Executive revenue snapshot

Revenue Breakdown

By plan, by company, by location, by coupon impact

Plan, company, region/location, month

Compare cohorts, export breakdown report

Revenue composition visibility

Billing Health

Upcoming renewals, failed payments, overdue invoices

Status, due date, risk level

Open company billing profile, trigger reminders

Proactive risk control

Invoice & Transactions

Invoice list, payment status, transaction references, refunds

Invoice status, payment method, date range

View invoice, download receipt, export ledger

Finance traceability

Revenue Analytics

Churned revenue, expansion revenue, retention trend

Period, plan segment, cohort

Generate trend report, schedule report email

Strategic growth insights

Page-Level Mini WireframesAdmin Revenue ManagementLow-Fidelity Screen Layout

Page AR-01: Revenue Dashboard
Top KPIs, trend charts, alerts panel
Quick actions: open overdue list, open failed payments

Page AR-02: Revenue Breakdown
Pivot-style summary by plan/company/location
Chart + table synced with filters

Page AR-03: Billing Health
Risk list for renewals, overdue, failed payments
Priority badges with escalation shortcuts

Page AR-04: Invoice & Transactions
Invoice table with status and payment references
Actions: View Invoice, Download, Export CSV/PDF

Page AR-05: Revenue Analytics
Retention/churn/expansion metrics with period filters
Scheduled email report setup

Page AR-06: Revenue Settings
Tax profile, currency defaults, invoice sequence, reminder rules

Example Tables (Sample Data)Admin Revenue ManagementReference Layout

AR-01 Revenue Dashboard (Monthly)

MRR

ARR

Collected

Outstanding

Current Month Snapshot

$84,500

$1,014,000

$71,300

$13,200

AR-02 Breakdown

Dimension

Value

Revenue

Share

By Plan

Enterprise

18 companies

$52,000

61.5%

By Plan

Growth

24 companies

$24,500

29.0%

By Plan

Starter

13 companies

$8,000

9.5%

AR-03 Billing Health

Company

Risk Type

Due Date

Status

BH-1001

Acme Foods

Upcoming Renewal

20 Nov

Medium

BH-1002

Blue Plant

Failed Payment

15 Oct

High

BH-1003

Nova Ops

Overdue Invoice

08 Oct

Critical

AR-04 Invoice & Transactions

Invoice #

Company

Amount

Payment Status

INV-2026-0192

Acme Foods

$4,500

Paid

INV-2026-0193

Blue Plant

$2,200

Failed

INV-2026-0194

Nova Ops

$3,100

Overdue

AR-05 Revenue Analytics

Metric

Current

RA-01

Net Revenue Retention

112%

108%

Up

RA-02

Churned Revenue

$3,400

$4,900

Down

RA-03

Expansion Revenue

$6,200

$5,100

Up

Apply Point

Configure In

View In

Who Can Access

Audit Event

Revenue KPI definitions

AR-06 Revenue Settings

AR-01 Revenue Dashboard

Super Admin / Finance Admin

revenue_metric_policy_updated

Reminder and overdue policy

AR-06 reminder rules

AR-03 Billing Health

Super Admin / Billing Admin

billing_reminder_policy_updated

Invoice settings

AR-06 tax/currency/invoice config

AR-04 Invoice & Transactions

Super Admin / Finance Admin

invoice_settings_updated

Go to Related Module
Subscription lifecycle details -> Coupon & Subscription Control. Company-level billing context -> Company Management Wizard.

Modules Entitlement Screen

Admin

Module ManagementView module entitlementsTrack company-level module usage

Checklists & Forms

Inspections & Audits

Corrective Actions

Sensors & IoT

Labeling

Scheduling & Time Clock

Logbook/Communication

Document Management

Reporting & Analytics

Template Library

Automation & Alerts

Custom Add-ons

Module

Enabled Companies

Status

Last Updated

Actions

Inspections & Audits

42 companies

Enabled

12 Mar, 10:45

View

Sensors & IoT

18 companies

Enabled

10 Mar, 08:12

View

Template Library

9 companies

Disabled

06 Mar, 14:22

View

Main Filters
Search by Company Name and Module Name, plus status filter (enabled/disabled).

Primary Actions
Open module detail, review impacted companies, and inspect adoption trends.

Guardrails
Module list is view-first; any entitlement changes should be routed through governed admin workflows.

Open ME-01 Module List

Search/Filter Target Module

Open View

Inspect Company Usage

Review Impact Summary

Export/Share Findings

Module Detail (View) PageCompanies using selected moduleGrant date + status tracking

Company Name

Date Granted

Current Status

Usage Snapshot

Actions

Acme Foods

01 Feb

Active

128 records this month

View Company

Blue Plant

12 Feb

Active

56 records this month

View Company

Page-Level Mini WireframesModules EntitlementLow-Fidelity Screen Layout

Page ME-01: Module List
Top bar: search company/module, status filter
Main table: module, enabled count, status, updated time, actions
Action: View module detail

Page ME-02: Module Detail
Header: module name + status badge
Table: company, date granted, current status, usage summary
Actions: View Company, export company usage list

Page ME-03: Impact Summary
Shows impacted companies and active workflows for visibility
Actions: Export Summary | Close

Go to Related Module
Company operational context -> Company Management Wizard. Usage and adoption trends -> Reporting & Analytics.

Admin System Settings

Super Admin

Enterprise Settings ConsoleSecurity + Reliability + Compliance + IntegrationsSave as Draft | Publish Changes

Settings Navigation
Security & Access, IAM, Data Isolation, Logging & Diagnostics, Reliability/SLA, Support Model, Integrations/API, Notifications, Branding

Change Governance
Draft changes, approval workflow, effective time, rollback point, change history timeline

Scope Selector
Global scope or tenant-scoped override where policy allows; environment selector for staging/production

Settings Domain

What Is Configured

Validation / Guardrail

Admin Actions

Primary Outcome

Security & Access Control

Password policy, MFA, session timeout, IP allowlist, PIN auth policy

Minimum password rules, cannot disable all MFA paths

Edit | Save Draft | Publish

Controlled authentication posture

IAM & Role Governance

Role authorization boundaries, privilege mapping, escalation controls

Prevents privilege escalation and orphaned role states

Edit mappings | Validate scope

Consistent permission evaluation

Data Isolation & Integrity

Tenant isolation mode, data validation enforcement, retention windows

Cross-tenant access blocked by policy engine

Apply policy | Run integrity checks

Secure multi-tenant boundaries

Logging, Monitoring & Diagnostics

Auth logs, access logs, automation logs, integration error logs

Mandatory event classes cannot be disabled

Configure log levels | Export diagnostics

Traceability and incident visibility

Reliability & SLA

Availability targets, incident severity model, recovery windows, maintenance windows

Severity matrix required before SLA publish

Set SLA policy | Publish maintenance

Predictable service operations

Support & Incident Model

Support channels, escalation logic, response targets, responsibility matrix

Escalation policy must map all severity levels

Configure channel | Update matrix

Structured support handling

Integration & API

API keys, webhook endpoints, auth mode, rate limits, version policy

Endpoint verification and key rotation checks

Create key | Rotate | Revoke | Test webhook

Controlled interoperability

Notifications & Alerts

Channel defaults, digests, quiet hours, escalation routing

Critical alert route cannot be empty

Set channel policy | Test alert

Reliable alert delivery

Compliance & Privacy

Consent text, export controls, residency mode, masking policy

Compliance fields required before activation

Update policy | Publish version

Regulatory readiness

Page-Level Mini WireframesAdmin System SettingsLow-Fidelity Screen Layout

Page AS-01: Settings Home
Left nav for settings domains
Center: overview cards and pending drafts
Right panel: recent changes and approval queue

Page AS-02: Security & IAM
Sections: auth methods, MFA policy, role constraints, session controls
Footer actions: Save Draft | Publish | Rollback

Page AS-03: Logs & Diagnostics
Filters: event type, severity, time range
Views: log stream, error clusters, export diagnostics package

Page AS-04: Reliability & SLA
Availability targets, incident severity matrix, maintenance planner, uptime widgets

Page AS-05: Support & Escalation
Support channels, escalation chain, response SLA table, ownership matrix

Page AS-06: Integration & API
API keys, webhook registry, health checks, version compatibility controls

Screenwise UI + Actions + UsageAdmin System SettingsOperational Explanation

Screen

UI

Primary Actions

Usage

Output

AS-01 Settings Home

Domain navigation, overview cards, recent changes panel

Open domain, search settings, review pending changes

Entry point for all system-level configuration

Faster admin navigation and context visibility

AS-02 Security & IAM

Password policy, MFA controls, SSO status, role boundaries

Update auth policy, enforce MFA, adjust role constraints, publish

Control who can access platform and what they can do

Secure authentication and role-governed access

AS-03 Logs & Diagnostics

Event filters, log viewer, diagnostics export area

Filter events, inspect errors, export diagnostics package

Troubleshooting, support analysis, compliance traceability

Actionable log insights and investigation artifacts

AS-04 Reliability & SLA

Availability targets, severity matrix, maintenance planner

Set SLA targets, map severity response, publish maintenance windows

Define service reliability and planned downtime governance

Predictable operational reliability controls

AS-05 Support & Escalation

Support channels, escalation chain, response SLA matrix

Configure support path, map priorities to response windows

Structured incident/support handling across teams

Clear ownership and escalation response flow

AS-06 Integration & API

API key registry, webhook list, endpoint health, version settings

Create/rotate/revoke keys, test webhooks, monitor integration health

Manage secure interoperability with external systems

Controlled and monitored integrations lifecycle

Apply Point

Configure In

View In

Who Can Access

Audit Event

Authentication/MFA policy

AS-02 Security & IAM

AS-01 summary + AS-03 auth logs

Super Admin / Security Admin

security_policy_updated

Role governance policy

AS-02 role constraints

AS-01 policy status

Super Admin / Security Admin

role_policy_updated

Log retention + diagnostics

AS-03 logging config

AS-03 log explorer

Super Admin / Ops Admin

logging_policy_updated

SLA and maintenance policy

AS-04 reliability config

AS-04 uptime and incident widgets

Super Admin / Ops Admin

sla_policy_published

Support escalation matrix

AS-05 support config

AS-05 escalation table

Super Admin / Support Lead

support_matrix_updated

API/webhook controls

AS-06 integration settings

AS-06 endpoint health panel

Super Admin / Integration Admin

api_key_rotated / webhook_updated

Settings Safety & GovernanceOperational Controls Before PublishImplementation Readiness

Control

UI Placement

Action

Validation

Outcome

Save Draft vs Publish

Footer of AS-02 to AS-06

Save Draft keeps change private; Publish applies globally

Publish blocked if mandatory checks fail

Safe staged rollout of settings

Change History

AS-01 right panel + dedicated history drawer

View who changed what, when, and version

Immutable timeline with actor and timestamp

Traceable settings lifecycle

Environment Guard

Top header badge (Staging / Production)

Warn before publishing to production

Extra confirmation for production publish

Reduced high-risk configuration mistakes

Pre-Publish Test

AS-05 and AS-06 action buttons

Test notification channel and webhook endpoint

Test must pass or override reason required

Higher reliability of operational integrations

Role-Based Edit Rights

Access policy panel in AS-01

Set view/edit permissions by settings domain

Only authorized roles can publish

Controlled admin governance

Critical Admin Outcomes
All settings changes are versioned, attributable, and reversible with explicit publish events and audit logs.

Company Dashboard

Company Admin

Company Name + Plan BadgeLocation SwitcherDate Range

Pending Checklists

Overdue Checklists

Open CAPAs

Active Alerts

Upcoming Audits (Next 3)

Compliance Score Trend

Assigned Tasks

Data Freshness / Last Sync

Quick Actions
Create Checklist
Create Audit
Create CAPA
Add User

Compliance Trend

Reports Snapshot (last-run + scheduled)

Critical Alerts Feed

Recent Activity Timeline

Widget

What User Sees

Interaction

Drilldown Target

Output

Pending/Overdue KPI

Count by selected location and date range

Click KPI card

Checklist History (pre-filtered)

Faster operational follow-up

Open CAPAs

Open and overdue CAPA counts

Click KPI card

CAPA List with severity filters

Immediate corrective action review

Active Alerts

Critical sensor/operation alerts feed

Open alert item

Alert detail / linked task or CAPA

Rapid incident response

Upcoming Audits

Next 3 scheduled audits

Open audit item

Audit schedule and assignment

Audit readiness visibility

Reports Snapshot

Latest report links and scheduled report jobs

Open report / manage schedule

Reporting module

Quick access to reporting outputs

Filters & Controls
Time range selector: Today / 7d / 30d / Custom. Location switcher affects all widgets instantly.

Widget Rules
All widgets are role and permission aware; only entitled data and modules are visible.

Footer Status
Shows device sync timestamp and freshness indicator to validate operational data recency.

Page-Level Mini WireframesCompany DashboardLow-Fidelity Screen Layout

Page CD-01: Main Overview
Header + location selector + KPI grid + quick actions + alerts + recent activity.

Page CD-02: KPI Drilldown View
Opened from KPI click; shows filtered records and trend charts by period/location.

Page CD-03: Dashboard Preferences
Widget visibility/order, default location, default time range, save user/company presets.

Example Table (Recent Activity)

User

Action

Time

Location

ACT-001

Aisha K

Submitted Checklist: Hygiene Shift A

09:24

Riyadh Branch

ACT-002

Omar S

CAPA CA-1012 moved to Verification

09:10

Factory-01

ACT-003

System

Sensor breach alert generated (Temp > limit)

08:58

Cold Room 2

Dashboard Behavior RulesUX ClarificationsOperational Consistency

Rule

Definition

UI Behavior

Why It Matters

Status

Quick Actions Navigation

Each button has a fixed open behavior

Create Checklist/Audit/CAPA -> full page form; Add User -> modal or users page based on setting

Predictable user flow

Added

Assigned Tasks Widget Detail

Task rows include due and urgency context

Show task title, due time, priority chip, overdue marker

Faster task prioritization

Added

Alert Severity Labels

All alerts carry normalized severity

Low/Medium/High/Critical chip with color code

Immediate risk identification

Added

Compliance Trend Formula

Trend score source is transparent

Tooltip: weighted from checklist completion, audit score, CAPA closure timeliness

Trust in KPI interpretation

Added

Empty State Handling

No-data scenarios are intentional and guided

Show friendly empty message + suggested action button

Avoid dashboard confusion

Added

Role-Based Visibility

Widgets render by permission scope

Managers/Staff only see data allowed by role and location assignment

Security and relevance

Added

Go to Related Module
Plan badge & company identity -> Company Profile & Settings. Checklist KPIs -> Checklists & Forms. CAPA KPI -> CAPA Management. Alert feed -> Sensors & QR / Automation. Report snapshot -> Reporting & Analytics.

Company Profile & Settings

Company Admin

Company Identity

Locales & Time

Notifications

Security & Access

Integrations

Support & Onboarding

Company Configuration LifecycleIdentity -> Policy -> Connect -> OperateSOW 17.2 Alignment

Explanation
This screen is the tenant-level control center for the organization: legal/display identity, how dates and times render for users, default notification behavior, authentication posture inherited from platform policy, connected systems and API credentials, and onboarding/support visibility. Changes here affect all locations unless a field is explicitly location-scoped elsewhere.

Area

UI Elements

Actions

Validation

Output

Company Subscription & Invoices

Company Admin / Finance

Tenant Billing ViewCurrent Plan + Renewal/Expiry + Invoice HistoryRead-only transparency with export actions

Current Plan (Growth Annual)

Next Renewal / Expiry Date

Outstanding Amount

Invoices in Last 12 Months

Subscription Summary
Plan name, billing cycle, seat/location limits, start date, renewal date, grace period end, payment method (masked), account status (Active/Trial/Overdue/Expired).

Billing Actions
View latest invoice, download PDF invoice, download receipt, export invoice list (CSV/PDF), open support ticket for billing disputes.

Tab

What Company Sees

Filters / Controls

Actions

Output

Current Plan

Plan details, status, renewal/expiry date, last payment date, next invoice estimate

Read-only status and entitlement summary

View latest invoice | Download invoice

Clear visibility of active subscription state

Invoices

Invoice number, billing period, issue date, due date, amount, payment status

Date range, status, invoice number search

View PDF | Download | Export list

Complete tenant invoice archive

Payments

Payment timeline with reference ID, method, amount, status

Date range and status filter

View receipt | Download receipt

Auditable payment trace for finance

Page-Level Mini WireframesCompany Subscription & InvoicesLow-Fidelity Screen Layout

Page CB-01: Billing Overview
Header + plan/status chip + renewal/expiry banner + quick actions (latest invoice, export).

Page CB-02: Invoice List
Filter bar (date/status/search), invoice table, per-row actions: View PDF, Download.

Page CB-03: Payment History
Payment timeline/table with receipt download and reference details.

Example Invoice Table

Invoice #

Billing Period

Due Date

Status

INV-C-2026-0082

Apr 2026

01 Apr - 30 Apr

05 May 2026

Paid

INV-C-2026-0083

May 2026

01 May - 31 May

05 Jun 2026

Pending

INV-C-2026-0084

Jun 2026

01 Jun - 30 Jun

05 Jul 2026

Overdue

Expiry Visibility Rule
If plan is within 30 days of renewal/expiry, show warning banner and reminder notification badge.

Permission Rule
Only Company Admin and Finance role can open billing page and download invoices/receipts.

Go to Related Module
Plan/module scope -> Company Profile & Settings. Revenue-side billing operations -> Admin Revenue Management.

Users, Roles & Location Management

Company Admin

Organization Control CenterUsers + Roles + LocationsAssign, govern, audit

Users Management
Add User, Bulk Import CSV, Invite by Email, search/filter, status and last-login visibility.

Roles & Privileges
Role list, role builder, permission matrix by module, location/template scope rules.

Location Management
Branch/site list, profile tabs, user assignment, device mapping, operational logs.

Users Page

UI Elements

Actions

Validation

Output

Toolbar + Filters

Add User, Bulk Import, Invite; filters by Role, Location, Status, Last Login

Search Name/Email, apply filters, export CSV

Valid email format, role and location selection for execution users

Filtered and actionable user directory

Users Table

Avatar, name, email, roles, locations, status, last login, actions

Edit, Reset Password, Deactivate, Impersonate (policy-based)

Protected actions require permission checks

User lifecycle managed centrally

User Detail

Profile, access toggles, manager mapping, audit history

Resend Invite, Reset Password, Deactivate, View Audit Log

Email read-only after invite acceptance

Traceable user account governance

Roles & Privileges

UI Elements

Actions

Validation

Output

Role List

Role name, description, assigned user count, actions

Create, Edit, Duplicate, Delete

Role name unique, delete blocked if protected role

Reusable role catalog

Role Builder

Permission groups by module: Checklists, Audits, CAPA, Sensors, Labeling, Scheduling, Documents, Reports, Logbook, Admin; CRUD + Assign/Publish/Export/Configure

Save role, save as template, import/export role JSON

At least one permission required; scope must be valid

Granular access controls mapped to operations

Scope Controls

All locations vs assigned locations; all templates vs assigned templates

Apply scope boundaries

Scope required for non-admin roles

Least-privilege enforcement

Role Access Settings (Bulk Grid)Role x Permission MatrixFast Permission Governance

Role Access Screen Area

UI Elements

Actions

Validation

Output

Header Summary

Total result count + unsaved changes indicator

Review count, track modified rows

Count must match role list scope

Clear governance context before save

Permission Matrix

Columns: Website Admin, Device Admin, Logbook Admin, Scheduling, Labeling, Admin, Reports Admin, Sensor Admin

Check/uncheck permissions by role

Protected roles cannot lose mandatory admin flags

Role-wide access updated in one place

Content Group Indicator

Role label suffix (e.g., My Content Group)

View grouped roles, apply policy-aware updates

Group-restricted roles respect inherited controls

Cleaner permission governance by group

Save Action

Save / Discard with confirmation modal

Commit all matrix edits in one transaction

Permission consistency checks before commit

Atomic update + audit trail entry

Email Digest SettingsLocation + Role + FrequencyChecklist Completion Report Rules

Digest Screen Area

UI Elements

Actions

Validation

Output

Location Selector

Location dropdown + current location badge

Switch location context

Location-specific settings load required

Independent digest setup per location

Report Type Toggles

Single Location Reports, Multiple Location Reports

Enable/disable report sets

At least one report type recommended when digest enabled

Configured digest scope

Role Frequency Grid

Columns: Daily, Weekly, Monthly, Quarterly per role

Configure frequency by role

Content-group restrictions can show `Can't edit in Location mode` or `-`

Targeted notifications by role

Timing Note

Info text for Day Start Time + Week Start controls

Review dispatch timing dependency

Timing controlled in settings domain, not this page

Predictable digest delivery behavior

Open Roles List

Open Role Access Settings

Bulk Update Permission Grid

Save + Audit Log

Open Email Digest Settings

Select Location

Set Role Frequencies

Save + All Changes Saved

Location Management

UI Elements

Actions

Validation

Output

Location List

Name, city/state, timezone, manager, status, users/devices count

Add, View, Edit, Activate / Deactivate

Unique location name per company, timezone mandatory

Controlled location hierarchy

Location Detail Tabs

Assign users/templates/devices, update profile, view activity

Cannot assign users without compatible role scope

Complete site-level operations context

Bulk Controls

Bulk assign templates/roles, export location data

Apply batch changes

Batch action confirmation required

Faster admin operations at scale

Page-Level Mini WireframesUsers, Roles & Location ManagementLow-Fidelity Screen Layout

Page ORG-01: Users List
Top toolbar + filters + users table + row actions + bulk selection controls.

Page ORG-02: User Detail
Profile fields, role/location mapping, access toggles, audit and login history.

Page ORG-03: Roles List
Role cards/table with assigned count and actions to create/duplicate/edit/delete.

Page ORG-04: Role Builder
Module permission matrix + scope settings + save as template controls.

Page ORG-05: Location List
Location table with manager, status, user/device counts, and actions.

Page ORG-06: Location Detail
Tab layout: Profile, Users, Checklists, Sensors, Activity, Integrations.

Example Table (Users)

Name

Role

Location

Status

USR-001

Sara Ahmed

Supervisor

Riyadh Branch

Active

USR-002

Ibrahim Noor

Staff

Factory-01

Active

USR-003

Lina Faris

Quality Lead

Central QA

Inactive

Example Table (Roles)

Role Name

Description

Assigned Users

Actions

ROL-01

Supervisor

Approves audits and verifies CAPAs

14

Edit | Duplicate

ROL-02

Operator

Executes checklists and shift tasks

63

Edit | Duplicate

Example Table (Locations)

Location

Manager

Users / Devices

Status

LOC-01

Riyadh Branch

28 users / 12 devices

Active

LOC-02

Factory-01

41 users / 19 devices

Active

Behavior Rules
Role and location assignment must align before user activation; invalid combos blocked.

Audit Rules
User/role/location updates write immutable audit events with actor and timestamp.

Terminology Rules
Use consistent status labels: Active / Inactive across users, roles, and locations.

Polish EnhancementsTable UX + Governance SafeguardsImplementation Clarity

Enhancement

Where

UI Behavior

Rule

Status

Impersonate Action Visibility

ORG-01 Users List row actions

Show `Impersonate` only for authorized admin roles

Blocked for equal/higher privilege targets; mandatory audit log entry

Added

Pagination Controls

Users / Roles / Locations tables

Show page number, page size, total records

Preserve filter state on page change

Added

Location Tab Output Samples

ORG-06 Location Detail tabs

Tab tables for Users, Checklists, Sensors summary

Each tab shows most recent status snapshot + action link

Added

Bulk Import Validation Feedback

ORG-01 Bulk Import CSV

Upload report with success count, failed rows, error reasons

Partial success allowed; invalid rows downloadable for correction

Added

Deactivate Safeguards

Users and Locations actions

Warning modal before deactivation

Cannot deactivate last active manager in a location without reassignment

Added

Location Detail Tab

Sample Output

Primary Column 1

Primary Column 2

Action

Users Tab

Assigned users list

User Name

Role

View User

Checklists Tab

Assigned templates summary

Template Name

Schedule Frequency

Open Template

Sensors Tab

Assigned devices status

Device Name

Last Seen / Health

Open Device

Go to Related Module
User assignment -> My Tasks and Dashboard widgets. Role permissions -> all execution modules (including Labeling). Location mapping -> Checklists, Sensors, Scheduling, and Reporting.

Template Library (Industry Packs)

Company Admin

Browse Catalog

Filter by Industry

Preview Template

Add to Company

Customize

Publish

Template Library LifecycleDiscover -> Import -> Own -> DeploySOW Industry Pack + Module Entitlement

Explanation
The Template Library exposes pre-built checklist, audit, and CAPA templates tagged by industry (Manufacturing, Food & Beverage, Hospitality, etc.). Company Admins browse, preview structure and fields, and add copies to their tenant. Imported templates become company-owned drafts until published; entitlements and role permissions still govern who can edit or assign. This aligns with Industry Pack Architecture and reduces time-to-value without bypassing governance.

Area

UI Elements

Actions

Validation

Output

Library Catalog

Template name, type (Checklist / Audit / CAPA), industry tag, difficulty, version, rating, preview thumbnail

Search, filter by industry/module, sort by popularity

Only entitled module types shown

Discoverable template set

Template Detail

Description, field outline, scoring model, compliance notes, last updated by publisher

Preview full structure, compare versions, add to company

Module entitlement must include target module

Informed adoption decision

Import to Company

Target name, owner, location scope, category mapping

Import as draft, duplicate if name conflict

Unique name per company per type

Company-owned copy in builder

Customization Policy

Lock icon on core compliance fields (optional pack rule)

Edit allowed sections per pack metadata

Locked fields cannot be removed if policy enforced

Balance flexibility vs regulatory baseline

Usage Analytics

Times imported, active locations using, last execution

View adoption report

Read-only metrics

Pack effectiveness feedback

Page-Level Mini WireframesTemplate LibraryLow-Fidelity Screen Layout

Page TL-01: Library Home
Hero filters + grid of template cards + industry chips.

Page TL-02: Template Detail
Tabs: Overview | Field Outline | Compliance | Import.

Page TL-03: Import Wizard
Name, owner, scope, category, confirm import -> open in builder.

Example Table (Library Catalog)

Type

Industry

Version

Action

HACCP Daily Line Check

Checklist

Food & Beverage

v2.1

Preview | Add

Machine Guarding Audit

Audit

Manufacturing

v1.4

Preview | Add

Go to Related Module
Imported checklist -> Checklists & Forms. Imported audit -> Inspections & Audits. CAPA template -> CAPA Management. Entitlements -> Admin Module Entitlements.

Checklists & Forms Module

Execution Core

Template List

Checklist Builder

Schedule

Assignment

Submission

CAPA Link

Checklist LifecycleCreate template -> schedule -> execute -> submit -> reviewTraceable and enforceable routine execution

Area

UI Elements

Actions

Validation

Output

Template List

Columns: Template, Category, Industry Tag, Assigned Locations, Frequency, Status, Last Modified

Create, Edit, Duplicate, Archive

Template name unique, required category/owner

Governed checklist catalog

Checklist Builder

Tabs: General, Fields, Schedule, Assignment, Compliance Settings, Preview

Design fields, set recurrence, assign scope, configure fail behavior

Mandatory fields, conditional logic sanity, schedule windows valid

Publish-ready template version

Scheduled Instances

Upcoming, in-progress, completed, missed lists

Reassign, cancel, re-run, add note

Cannot cancel completed instance; reassign only to valid scope

Execution control for operations

Submissions

Template, Location, Completed By, Date/Time, Status, Score

View details, export, create CAPA

Export permissions and CAPA create permission checks

Auditable execution records

Checklist Detail

Answers, photos, signatures, timestamps, geolocation, comments, linked CAPAs

Review evidence, export PDF, open related CAPA

Evidence integrity; immutable completion history

Compliance defensibility

Field Types
Text, Number, Yes/No, Pass/Fail, Dropdown, Multi-choice, Photo, Signature, Temperature, Barcode

Per-Field Controls
Required toggle, scoring weight, conditional logic, SOP attachment, photo required on fail

Dropdown Field

Default Values

Input Type

Editable by Admin

Notes

Inspections & Audits Module

Compliance

Audit Templates

Section/Question Builder

Schedule Audit

Execute

Sign-off Levels

Report

Audit LifecyclePlan -> Execute -> Verify -> CloseStructured compliance assurance

Area

UI Elements

Actions

Validation

Output

Audit Template Catalog

Template name, category, regulatory tag, scoring mode, owner, status

Create, Edit, Duplicate, Archive, Publish

Template title unique; publish requires at least one section and scoring rule

Reusable, governed audit library

Section/Question Builder

Section cards, question types, evidence requirements, severity map

Add sections/questions, set weights, set fail behavior, link SOP

Total weight must be valid; critical questions require fail action mapping

Consistent and auditable audit design

Audit Planning & Scheduling

Calendar, recurrence, location scope, assignee, due windows

Schedule one-time/recurring audits, assign inspectors, set reminders

No schedule overlap for same scope if policy enabled

Predictable audit cadence and ownership

Execution Screen

Question list, response controls, evidence panel, progress tracker

Record findings, attach evidence, mark pass/fail/NA, add notes

Mandatory responses/evidence before submit; geotime capture on submit

Complete and defensible audit record

Review & Sign-off

Inspector summary, supervisor review, quality approval panel

Approve, request rework, reject with comments

Role-based sign-off order enforced

Controlled closure and accountability

Report & Findings Register

Findings table, severity distribution, trend chart, export controls

Export PDF/CSV, open finding detail, create CAPA

Finding-to-CAPA link required for configured severities

Actionable compliance insight

Template Fields
Category, regulation tag, assigned locations, scoring model, owner, sign-off workflow

Question Controls
Required, scoring weight, photo/comment/signature on fail, NA policy, SOP reference

Evidence Controls
Photo, file, signature, timestamp, geolocation, device capture metadata

Scoring + Approvals + TraceabilityExecution GovernanceProduction Behavior

Control

Definition

UI Behavior

Rule

Status

Scoring Model

Weighted sections + critical fail override + NA handling

Live score preview updates during execution

Critical fail can force overall fail regardless of weighted total

Added

Sign-off Sequence

Inspector -> Supervisor -> Quality Manager

Next sign-off unlocks only after prior approval

Bypass not allowed without elevated override and audit note

Added

Finding Severity Mapping

Low, Medium, High, Critical with SLA defaults

Severity badges + due-date suggestions

High/Critical findings require owner + due date before closure

Added

Version Integrity

Published audit templates are immutable for completed runs

Edits create next version with change note

Historical results remain linked to source version

Added

Reopen & Re-audit Control

Reopen modal, reason field, approval selector, time-window badge

Authorized users can reopen or trigger re-audit from findings

Mandatory reason + approver for reopen outside configured window

Added

Page-Level Mini WireframesInspections & AuditsLow-Fidelity Screen Layout

Page AU-01: Audit Template List
Filters by category/regulation/location/status, search, template table, create CTA.

Page AU-02: Template Builder
Section/question builder with scoring and evidence requirement side panel.

Page AU-03: Audit Scheduler
Calendar + recurrence + inspector assignment + due window setup.

Page AU-04: Audit Execution
Question flow, findings capture, evidence upload, live score, save/submit.

Page AU-05: Review & Sign-off
Inspector summary, reviewer decisions, comments, approval timeline.

Page AU-06: Findings & Reports
Findings table, severity trends, CAPA link actions, export controls.

Example Table (Audit Plans)

Template

Location

Inspector

Due

AUD-PLAN-001

Monthly Hygiene Audit

Riyadh Branch

Sara Ahmed

25 Mar, 17:00

AUD-PLAN-002

Cold Chain Verification

Factory-01

Ibrahim Noor

26 Mar, 10:00

Example Table (Findings)

Finding ID

Severity

Owner

Status

FND-4421

High

Ops Manager

Open

FND-4422

Medium

QA Lead

In Review

Advanced Compliance ControlsProgram Planning + Competency + Sampling + Appeals + Evidence PackEnterprise-Grade Audit Governance

Advanced Control

UI Elements

Actions

Validation / Rule

Outcome

Audit Program Planning

Annual/quarterly plan board, coverage KPI, location heatmap, target tracker

Create program, assign target audits, rebalance across periods

Coverage % must meet policy threshold; overdue plans require escalation note

Forward-looking audit readiness and coverage control

Auditor Competency Controls

Auditor profile with certifications, expiry dates, skill tags, qualification badge

Assign only qualified auditors, trigger recertification reminder

Assignment blocked for expired/missing required certification

Higher audit reliability and defensibility

Risk-Based Sampling Rules

Sampling policy panel, risk score slider, sample-size calculator, rationale note

Set dynamic sample size by site risk/criticality and historical failure trend

Minimum sample floor enforced; manual override requires audit reason

Balanced effort with stronger risk coverage

Finding Dispute / Appeal Workflow

Dispute action, evidence upload, reviewer response timeline, decision log

Auditee submits challenge, reviewer approves/rejects with rationale

Appeal window and role-based decision authority enforced

Fair and transparent finding resolution

Regulatory Evidence Pack Export

Export bundle wizard, include/exclude checklist, file manifest, integrity checksum

Generate one-click package with report, sign-offs, evidence, and full audit trail

Export requires authorized role; tamper-evident manifest required

Inspection-ready compliance artifact delivery

Define Annual Program

Qualify Auditor Pool

Apply Risk-Based Sampling

Execute + Sign-off

Handle Disputes/Appeals

Publish Regulatory Evidence Pack

Go to Related Module
High/Critical findings -> CAPA Management. Missed audits -> Scheduling & Dashboard. Audit trends -> Reporting & Analytics.

CAPA Management

Corrective Actions

CAPA Created

Severity + SLA

Assign Owner

Root Cause

Evidence

Verification

Close

CAPA LifecycleDetect -> Contain -> Correct -> Verify -> CloseAction accountability and closure discipline

Area

UI Elements

Actions

Validation

Output

CAPA Intake

Source tag, finding reference, severity, impact summary, initial owner

Create from checklist/audit/sensor/manual issue

Source + severity + issue summary mandatory

Traceable CAPA record with linked origin

Prioritization & SLA

Severity badge, SLA timer, due-date rules, escalation path

Set severity, set due, configure escalation notifications

Critical/High require due date + escalation chain

Risk-aligned response plan

Ownership & Task Breakdown

Owner selector, contributors, subtask list, dependencies

Assign owner/team, split actions, update progress

Owner cannot be null; subtasks inherit parent SLA rules

Clear execution accountability

Root Cause Analysis

RCA method picker (5 Whys/Fishbone), cause tree, contributing factors

Document root cause, attach rationale, add prevention controls

Closure blocked until root cause and corrective action are mapped

Problem addressed at source, not symptom

Corrective & Preventive Actions

Action plan table, target dates, owner status chips

Add actions, mark completion, upload evidence per action

Each action requires owner + due date + completion evidence

Measurable remediation execution

Verification & Closure

Verifier panel, effectiveness check, closure summary, sign-off timeline

Verify effectiveness, approve/reject closure, reopen if failed

Verifier role required; failed verification reopens CAPA automatically

Controlled and auditable closure

Sources
Checklist fail, audit finding, sensor breach, manual incident, automation trigger

Tracking
Owner, contributors, SLA clock, overdue escalation, dependency tracking

Closure
Effectiveness verification, evidence approval, closure reason, reopen pathway

Governance ControlsRisk, SLA, Verification, and AuditabilityProduction Behavior

Control

Definition

UI Behavior

Rule

Status

Severity & SLA Policy

Severity drives due date, escalation timing, and required approvals

SLA countdown chips with breach warning states

Policy ranges enforced by severity; override requires justification

Added

Escalation Ladder

Automatic escalation to next manager tier on SLA breach

Escalation events shown in timeline + notifications panel

Escalation cannot be muted for Critical CAPAs

Added

Effectiveness Verification

Post-action validation confirms issue resolution

Verifier decision: Effective / Not Effective

Not Effective reopens CAPA and sets new due date

Added

Reopen Governance

Controlled reopen with reason, authority, and timestamp

Reopen action visible only to authorized roles

Mandatory reopen reason and audit event entry

Added

Immutable Audit Trail

All state changes logged with actor, time, and payload delta

Timeline view on CAPA detail

Edit/delete of historical events not allowed

Added

Page-Level Mini WireframesCAPA ManagementLow-Fidelity Screen Layout

Page CA-01: CAPA List
Filters by severity/status/owner/source/due, search, priority sort, bulk actions.

Page CA-02: CAPA Detail
Issue context, source link, SLA panel, owner section, status timeline.

Page CA-03: Root Cause Workspace
RCA method selector, cause mapping canvas, contributing factors log.

Page CA-04: Action Plan & Evidence
Subtask table with owner/due/status and evidence upload controls.

Page CA-05: Verification & Closure
Effectiveness checklist, verifier decision, closure/reopen actions.

Page CA-06: SLA & Escalation Monitor
SLA board, breached queue, escalation history, notification actions.

Example Table (CAPA List)

Severity

Owner

Due

Status

CA-1012

High

Ops Manager

21 Mar, 18:00

In Progress

CA-1019

Critical

QA Head

20 Mar, 16:00

Escalated

Example Table (Action Plan)

Task

Assignee

Due

Status

Sanitize cold room and recalibrate sensor

Maintenance Lead

20 Mar, 14:00

Completed

Re-train shift team on storage SOP

Training Manager

21 Mar, 11:00

In Progress

CAPA Surfaces (SOW 17 — Corrective Actions)List Views + Creation PathsFull Navigation Coverage

Page / Surface

Purpose

Key Columns / Widgets

Primary Actions

Notes

CAPA Overview (Dashboard)

Portfolio health at a glance

Open, overdue, assigned to me, closed this month, closure rate; status & severity charts; activity feed

Quick filters by location/severity

Landing for CAPA module

Open CAPAs

Work queue for all open items

ID, title, origin, location, severity, assignee, created, due, progress status

View, reassign, change status, bulk assign/export

Bulk actions per SOW

Assigned to Me

Personal accountability queue

Overdue highlight, priority badge for High/Critical

Update progress, evidence, comment, submit for verification, request extension

Filtered by current user

Overdue CAPAs

SLA breach focus

Days overdue column

Escalate, notify assignee, change due (admin)

Escalation path to supervisor/manager

Completed CAPAs

Historical closure register

Completed by, date, verification status, evidence indicator

View report, export, reopen

Filters by date, verification, severity, location, origin

CAPA Creation

Four paths: Manual, Checklist fail, Audit finding, Sensor alert

Pre-filled origin payload per source

Save draft, submit

Aligns with automation triggers

Page CA-07: CAPA Overview
Widgets + charts + feed + quick filters.

Page CA-08: Assigned to Me
Personal list with overdue styling + extension request.

Page CA-09: Overdue CAPAs
Breach list with escalate and notify actions.

Advanced CAPA ControlsEffectiveness + Cost + Change + Risk + De-duplicationEnterprise Closure Quality

Advanced Control

UI Elements

Actions

Validation / Rule

Outcome

Effectiveness Monitoring Window

Follow-up schedule chips (7/14/30 days), recurrence watch panel, reminder queue

Schedule post-closure checks and confirm no repeat incident

Closure remains provisional until effectiveness window checks are completed

Sustained resolution confidence

Cost of Non-Conformance Tracking

Cost fields (estimated loss, remediation cost, recovery), variance badge, trend chart

Capture financial impact at intake and update during closure

Currency and amount format validation; approval required for high-value adjustments

Business impact visibility for CAPA portfolio

Linked Change Control

Linked change request ID, SOP revision task, owner and due tracker

Create/attach document or process change linked to CAPA

CAPA cannot be fully closed if mandatory process/SOP change remains pending

Corrective action embedded into controlled process updates

Risk Re-rating After Closure

Pre-risk score, post-risk score, residual risk badge, risk rationale notes

Reassess risk after verification and record residual exposure

Post-risk cannot be blank on High/Critical CAPAs; downgrade requires reason

Evidence-based risk reduction tracking

Duplicate CAPA Detection

Similarity alert panel, suggested matches table, merge/link actions

Detect similar cases by location, asset, symptom, and root cause pattern

Merge/link action requires reviewer confirmation and audit rationale

Reduced duplicate effort and cleaner issue history

Close CAPA (Provisional)

Run 7/14/30-Day Effectiveness Checks

Update Cost & Recovery

Complete Linked SOP/Process Change

Re-rate Residual Risk

De-duplicate / Link Similar CAPAs

Finalize Closure

Go to Related Module
CAPA source links -> Checklists, Audits, Sensors. Escalation breaches -> Automation + Notifications. Closure trends -> Reporting & Analytics.

Sensors, IoT & QR Enforcement

Physical-Digital Control

Register Device/QR

Map to Location/Asset

Set Thresholds + Rules

Live Monitoring

Breach Detection

Auto Action (Alert/CAPA)

Resolve + Verify

Sensors & Enforcement LifecycleSense -> Detect -> Respond -> VerifyContinuous physical-digital compliance

Area

UI Elements

Actions

Validation

Output

Device Registry

Device ID, type, firmware, connectivity, location, asset binding

Add device, edit metadata, activate/deactivate, remap location

Unique device ID; one active location binding at a time

Controlled and searchable sensor inventory

Threshold & Rule Configuration

Min/max limits, cooldown, severity map, notification channels

Set thresholds by device/location/time-window

Min less than max; severity and escalation policy required

Context-aware monitoring policy

Live Monitoring Board

Current reading cards, health status, trend sparkline, last-seen time

View status, filter by health/location/type, drill into stream detail

Stale data state after inactivity timeout

Real-time operational visibility

Breach Event Center

Event list with severity, duration, impacted scope, acknowledgment state

Acknowledge event, assign responder, add notes, suppress noise

Suppression requires reason and expiry; all actions auditable

Structured incident response workflow

QR Enforcement Runtime

Scan panel, location/asset match result, time-window check, anti-fraud signal

Scan QR before task execution; allow/deny workflow start

Invalid/expired/wrong-location codes block execution

Execution integrity and anti-shortcut control

Response & Closure

Linked CAPA/task panel, corrective status, verification checklist

Auto-create CAPA/task, track remediation, verify stabilization

Critical breaches require CAPA linkage and verification sign-off

Closed-loop corrective enforcement

Sensor Types
Temperature, humidity, door state, power, vibration, equipment health

Breach Response
Alert create, task assign, CAPA auto-create, escalation route, acknowledgement SLA

Traceability
Timestamp, device ID, location/asset binding, actor actions, event history

Governance ControlsData Quality + Security + EnforcementProduction Behavior

Control

Definition

UI Behavior

Rule

Status

Reading Quality Guard

Detect outliers, duplicates, and impossible jumps

Flag suspicious readings and show data-quality badge

Outlier handling policy required per sensor type

Added

Device Health SLA

Track offline duration and communication failures

Offline devices shown with warning/escalated states

Escalate if offline exceeds policy threshold

Added

QR Anti-Fraud Policy

Validate code freshness, geofence, and reuse pattern

Show allow/deny decision with reason code

Replay attempts blocked and logged as security events

Added

Alert Noise Control

Cooldown and deduplication for repeated threshold breaches

Grouped alerts with suppression controls

Suppression requires role + reason + expiry

Added

Evidence-Linked Resolution

Require evidence before closing critical incidents

Close action disabled until evidence checklist complete

Critical event closure must include verification proof

Added

Page-Level Mini WireframesSensors, IoT & QR EnforcementLow-Fidelity Screen Layout

Page SI-01: Device Registry
Device table with status, type, location/asset mapping, and row actions.

Page SI-02: Threshold Builder
Rule editor for limits, severity map, channels, cooldown and schedules.

Page SI-03: Live Monitoring Board
Real-time cards + trend chart + location/type filters + health states.

Page SI-04: Breach Event Center
Event queue with acknowledge, assign, CAPA create, and escalation actions.

Page SI-05: QR Enforcement Screen
Scan result panel with location/asset/time-window validation states.

Page SI-06: Incident Resolution Detail
Timeline, linked CAPA/tasks, evidence uploads, close verification controls.

Example Table (Devices)

Type

Location

Last Seen

Health

DEV-T-014

Temperature

Cold Room A

20 Mar, 10:42

Online

DEV-H-021

Humidity

Storage-02

20 Mar, 10:39

Warning

Example Table (Breach Events)

Severity

Duration

Assigned To

Status

EVT-7701 Temp High (Cold Room A)

Critical

14 min

Ops Manager

Escalated

EVT-7702 Door Open (Storage-02)

Medium

6 min

Site Supervisor

Acknowledged

Calibration & Maintenance (SOW 9.8)Certificate + Due DatesMeasurement Trust

Explanation
Sensors that require calibration (temperature probes, etc.) track last calibration date, certificate upload, next due date, and responsible party. Overdue calibration triggers warnings on the device row, optional automation alerts, and can block “compliance-grade” readings in reports until resolved. Maintenance tasks (battery replacement, firmware) are logged on the same timeline.

Area

UI Elements

Actions

Validation

Output

Calibration Record

Last date, performed by, certificate file, next due, tolerance band

Upload certificate, mark complete, schedule next

Next due must be after last date

Audit-ready calibration history

Calibration Due Board

Sortable list by due date, severity (overdue/near)

Bulk remind, export compliance report

Overdue sensors flagged in monitoring

Proactive compliance

Maintenance Log

Task type, parts, technician, downtime notes

Add maintenance event, link to work order

Required for fault-class sensors

Asset lifecycle traceability

Example Table (Calibration Due)

Sensor

Last Cal

Next Due

Status

DEV-T-014

01 Jan 2026

01 Jul 2026

OK

DEV-T-020

15 Aug 2025

15 Feb 2026

Overdue

Sensor Settings (Company Admin) (SOW 9.9)Tenant Defaults + RetentionGlobal Device Policy

Setting Domain

Options

Actions

Validation

Output

Data Retention

Raw readings retention (days), aggregated history retention

Set policy, purge preview

Minimum retention per compliance tier

Storage and legal balance

Offline & Inactivity

Alert if offline > X minutes; auto-disable inactive sensors

Set thresholds, enable auto-disable

Grace period before disable

Clean inventory

Recalibration Reminders

Lead time (days), channels, escalation

Configure reminder ladder

Lead time < calibration interval

On-time calibration

Default Thresholds

Fallback min/max when device has no override

Set defaults by sensor type

Must match physical limits

Faster device onboarding

Page SI-07: Calibration Detail
Certificate viewer, history list, next due, mark complete.

Page SI-08: Maintenance Log
Chronological maintenance and calibration events per device.

Page SI-09: Sensor Settings (Company)
Retention, offline policy, default thresholds, reminder rules.

Go to Related Module
Critical sensor breaches -> CAPA Management. Alert routing -> Automation Rule Engine. Sensor compliance trends -> Reporting & Analytics. QR validation failures -> Checklist/Audit execution controls. Overdue calibration -> Automation reminders.

Labeling Module

Print & Compliance (When Enabled)

Template

Design

Variables

Print

History

Audit

Labeling LifecycleDesign -> Map Data -> Print -> TraceSOW 17.10 Alignment

Explanation
The Labeling module produces print-ready labels for products, batches, expiry, allergens, and custom use cases. Operators or admins select a template, enter or auto-fill variables (batch, prepared date, shelf-life), choose a printer, and print. All prints can be logged for traceability. QR on labels may deep-link to internal checklist/audit records when enabled.

Area

UI Elements

Actions

Validation

Output

Label Templates Page

Name, type (Expiry/Batch/Product/Allergen/Custom), dimensions, assigned locations, status, modified

Create, import, export, duplicate, archive, print test

Unique name; dimensions > 0

Governed template catalog

Label Designer

Canvas drag-drop: text, variables, barcode (Code128/EAN), QR, image, shapes, allergen icons

Position, font, bind variable, conditional visibility

Required fields bound before publish

WYSIWYG label artwork

Variable Mapping

Standard (product, batch, dates, employee, location) + custom fields + calculated expiry

Create custom variable, shelf-life rule (prep + X hours)

Calculated fields must reference valid sources

Correct runtime data binding

Print Labels Page

Template picker, dynamic form from variables, quantity, printer dropdown, preview

Preview PDF, print now, download

Enforce required fields per settings

Controlled production output

Print History

Print ID, template, user, location, timestamp, variable snapshot, copies, printer

View, reprint (permission-gated), export PDF

Reprint may require manager per policy

Full traceability

Printer Management

Name, type (Zebra/Thermal/Bluetooth), connection, IP/pairing, location, online status, default toggle

Add, test print, remove, set default

Connection test before save

Reliable device routing

Label Settings

Default size, expiry rule, batch naming, auto-log prints, reprint permissions, multi-language, QR link to checklist

Save policy, require manager approval for staff print

Policy validation bundle

Company-wide labeling rules

Page-Level Mini WireframesLabeling ModuleLow-Fidelity Screen Layout

Page LB-01: Template List
Filters by type/location/status + create/import actions.

Page LB-02: Label Designer
Canvas + element palette + properties panel + variable binder.

Page LB-03: Print Run
Form + preview + printer + quantity + print actions.

Page LB-04: Print History
Searchable log with reprint and PDF export.

Page LB-05: Printer Management
Printer table + add wizard + test connection.

Page LB-06: Label Settings
Defaults, expiry rules, permissions, QR linking.

Example Table (Templates)

Type

Size

Locations

Status

Prep Sticker v2

Expiry

50x30 mm

All F&B outlets

Active

Batch QR

Batch

40x40 mm

Factory-01

Active

Example Table (Print History)

Printed By

Copies

Printer

Time

PRT-8891

Sara Ahmed

12

Zebra-R1

20 Mar, 11:02

PRT-8892

Ibrahim Noor

4

BT-Printer-2

20 Mar, 11:18

Go to Related Module
QR on labels -> QR Enforcement & Checklists. Batch/expiry data -> Reporting. Reprint policy -> Roles & Permissions.

Automation Rule Engine

Trigger-Condition-Action

Choose Trigger

Set Conditions

Define Actions

Set Severity/SLA

Activate

Execution Log

Automation LifecycleDetect -> Decide -> Execute -> ObservePolicy-driven operational response

Area

UI Elements

Actions

Validation

Output

Rule Catalog

Rule name, module source, trigger, priority, status, last run

Create, clone, edit, disable, archive

Rule name unique per company and environment

Governed and searchable rule inventory

Trigger Builder

Trigger source picker (Checklist, Audit, CAPA, Sensor, QR, Schedule, Document/Logbook)

Select event, choose scope, set event payload filters

At least one concrete trigger event required

Deterministic event entry point

Condition Builder

AND/OR groups, operators, threshold inputs, reusable condition blocks

Define logic expressions and branch paths

Expression parser and type checks must pass before save

Reliable decision layer

Action Orchestration

Action stack (notify, create CAPA, assign task, escalate, webhook, update status)

Configure sequence, retries, fallback action, delays

Action dependencies and payload contract validation

Automated cross-module response chain

Severity & SLA Mapping

Severity matrix, response SLA table, owner resolver

Bind rule outcome to urgency and due logic

High/Critical requires escalation and owner fallback

Consistent urgency handling

Runtime Observability

Execution logs, success/failure counters, latency trend, dead-letter queue

Inspect runs, retry failed actions, mute noisy rules temporarily

Temporary mute requires reason and expiry

Transparent and controllable automation runtime

Rule Builder
If trigger + condition then action chain with priority, cooldown, and fallback controls

Alert Channels
In-app, email, SMS, push, escalation chain by severity and time elapsed

Auditability
Execution timeline, retries, failure diagnostics, actor and payload change history

Governance ControlsSafety + Idempotency + Policy EnforcementProduction Behavior

Control

Definition

UI Behavior

Rule

Status

Rule Simulation Mode

Dry-run using sample payload before activation

Simulation result panel shows branch and actions

Publish blocked if simulation fails policy checks

Added

Idempotency Guard

Prevent duplicate action execution for same event key

Duplicate-suppressed indicator in execution log

Idempotency key required for external/webhook actions

Added

Conflict Resolution Priority

Resolve competing rules affecting same target

Priority/precedence shown on conflicting rules

Highest priority wins unless hard-policy rule exists

Added

Rate Limit & Cooldown

Throttle repeated triggers and channel spam

Cooldown badge and delivery suppression count

Critical alerts can bypass standard cooldown policy

Added

Change Governance

Two-step approval for sensitive rule edits

Draft -> Review -> Publish state transition

Sensitive rules require approver role before activation

Added

Page-Level Mini WireframesAutomation Rule EngineLow-Fidelity Screen Layout

Page AR-01: Rule Catalog
Rule table with trigger, status, priority, last-run, and row actions.

Page AR-02: Trigger & Scope Builder
Event source, scope selectors, and payload filter setup.

Page AR-03: Condition Composer
Nested condition groups with operator/type validation feedback.

Page AR-04: Action Orchestration
Ordered action pipeline with retries, fallback, and channel settings.

Page AR-05: Simulation & Publish
Dry-run output, impact preview, review comments, publish controls.

Page AR-06: Runtime Execution Log
Run history, failure causes, retry queue, and performance trend views.

Example Table (Rule Catalog)

Trigger

Priority

Status

Last Run

RUL-301 High Temp Escalation

Sensor threshold breached

P1

Active

20 Mar, 10:46

RUL-318 Audit Fail CAPA Auto-Create

Audit score below pass threshold

P2

Active

20 Mar, 09:58

Example Table (Execution Log)

Rule

Result

Latency

Next Action

RUN-99211

RUL-301

Failed (Webhook timeout)

1840 ms

Auto Retry (2/3)

RUN-99212

RUL-318

Success

620 ms

CAPA CA-1044 Created

Go to Related Module
Trigger sources -> Checklists, Audits, CAPA, Sensors, Scheduling, Documents. Automated corrective flow -> CAPA Management. Rule outcomes and SLA performance -> Reporting & Analytics.

Scheduling & Time Clock

Workforce

Shift Plan

Assign Staff

Publish Roster

Clock In/Out

Exception Review

Manager Approval

Attendance Close

Scheduling & Attendance LifecyclePlan -> Execute -> Validate -> ApproveWorkforce discipline and payroll readiness

Area

UI Elements

Actions

Validation

Output

Shift Planner

Weekly/monthly calendar, role coverage meter, open shifts, conflict markers

Create shifts, repeat patterns, assign employees, publish schedule

No overlap by person/time; required role coverage before publish

Balanced and publishable roster

Time Clock Runtime

Clock-in/out panel with PIN/QR/Kiosk, geofence status, device ID

Clock in, break start/end, clock out, request edit

Location/time policy checks and anti-buddy-punch controls

Trusted attendance events

Exception Queue

Late/early/overtime/missed punch queue with severity badges

Review anomalies, assign reason code, request clarification

Reason required for all manual corrections

Traceable exception handling

Manager Approval

Pending edits list, shift diff preview, approval timeline

Approve/reject edits, adjust shifts, approve overtime

Approver cannot self-approve own time edits (policy mode)

Controlled attendance governance

Attendance Register

Daily attendance table, hours summary, compliance status

View by location/team/user, export register, lock period

Locked period prevents edits after payroll cut-off

Payroll-ready attendance ledger

Shift Planner
Calendar view, role coverage checks, recurring shifts, open shift assignment

Time Clock
PIN/QR/Kiosk clocking, break tracking, geofence checks, edit request workflow

Policy Controls
Grace window, overtime thresholds, max-hours, lock-after payroll cutoff

Governance ControlsWork Rules + Fraud Prevention + AuditabilityProduction Behavior

Control

Definition

UI Behavior

Rule

Status

Coverage Guardrail

Required role count per shift/location

Coverage meter turns warning/critical on gaps

Publish blocked if required roles are unfilled

Added

Anti-Buddy-Punch

Identity and location checks on clock events

Flag suspicious clock attempts and require manager review

Repeated violations trigger restricted clock mode

Added

Overtime Escalation

Escalate when overtime crosses policy thresholds

OT badge and escalation alerts in manager queue

Critical overtime requires approval before period close

Added

Edit Audit Trail

Immutable log of all schedule/time changes

Show who changed what and why

Manual edits require reason code and approver identity

Added

Payroll Period Lock

Close and lock attendance for finalized periods

Lock icon and read-only mode on closed periods

Unlock only by authorized payroll admin with justification

Added

Page-Level Mini WireframesScheduling & Time ClockLow-Fidelity Screen Layout

Page ST-01: Shift Planner
Calendar + coverage heatmap + open shifts + publish controls.

Page ST-02: Time Clock Screen
Clock actions, break controls, shift timer, geofence and identity state.

Page ST-03: Exceptions Queue
Late/missed/overtime cards with reason and resolution actions.

Page ST-04: Manager Approvals
Time edit approvals, OT approvals, and decision timeline.

Page ST-05: Attendance Register
Daily/weekly attendance grid with worked hours and statuses.

Page ST-06: Policy Settings
Grace, OT thresholds, lock windows, and enforcement switches.

Example Table (Shift Roster)

Role

Assignee

Time

Status

SHF-2201

Supervisor

Sara Ahmed

08:00 - 16:00

Published

SHF-2202

Operator

Ibrahim Noor

09:00 - 17:00

Published

Example Table (Time Exceptions)

Type

Employee

Shift

Action

Late Clock-In (18 min)

Lina Faris

Morning Shift

Approve with reason

Missed Clock-Out

Omar Hadi

Evening Shift

Request correction

Leave / Absence Integration (PTO, Sick, etc.)Balances vs ShiftsSingle Source of Truth

Explanation
Absence requests (PTO, sick leave, unpaid leave, bereavement, etc.) are stored in the employee’s availability profile. The scheduler compares each published shift to approved leave periods and remaining balances. If someone is on leave, they cannot be assigned overlapping shifts without an override; the system surfaces conflicts, suggests replacements, and feeds attendance so that clocked time does not contradict approved absence. Balances decrement when leave is approved (or when payroll accrual rules apply); partial-day leave splits shifts so only the non-absent portion is schedulable.

Area

UI Elements

Actions

Validation

Output

Leave Request & Approval

Type, dates, hours, reason, attachment, approver queue

Submit, approve, reject, cancel, partial-day split

End date after start; no overlapping requests for same period

Approved absence blocks scheduling window

Balance & Accrual

PTO/sick buckets, accrual rate, carry-over, expiry

View balance, adjust (HR), export policy

Deduction cannot exceed available balance unless policy allows negative

Accurate entitlement tracking

Shift vs Leave Reconciliation

Conflict banner on roster, “on leave” badge on employee row

Unassign, swap shift, open replacement

Published roster cannot assign employee to shift during approved leave

No double-booking of people and time

Attendance Cross-Check

Clock events vs leave day report

Flag suspicious punch on leave day; manager review

Exception required if punch exists on full-day leave

Fraud and payroll accuracy

Leave Type

Typical Paid

Default Balance Source

Blocks Shift Assignment

Notes

PTO / Vacation

Yes (policy)

Accrual + annual grant

Yes (approved dates)

May require advance notice

Sick

Yes (policy)

Accrual or fixed bank

Yes

Same-day approval path

Unpaid / Leave Without Pay

No

N/A

Yes

HR approval often required

Bereavement / Other

Per policy

Fixed days per event

Yes

May require documentation

Example Table (Balance vs Upcoming Shifts)

PTO Balance

Approved Leave

Conflicting Shift

System Action

Lina Faris

32 hrs

24-26 Mar (24h)

SHF-2201 (24 Mar)

Block publish until unassigned

Omar Hadi

8 hrs sick

20 Mar PM (4h)

None

Shift split 08:00-12:00 only

Request Leave

Approve

Update Balance

Block / Split Shifts

Publish Roster

Reconcile Attendance

Holiday Calendar & Automatic Shift AdjustmentsCompany + Location RulesCompliance-Aligned Rosters

Explanation
A master holiday calendar (company-wide or per country/region) marks non-working days. When holidays apply to a location, the system can automatically move recurring shifts, mark shifts as holiday pay, or cancel open shifts. Rules are configurable: e.g. “no work on public holiday,” “shift moves to next business day,” or “keep shift but apply 1.5x rate flag.” Managers see a preview diff before applying bulk adjustments; employees receive notifications when their rosters change.

Area

UI Elements

Actions

Validation

Output

Holiday Master

Date, name, scope (country/region/location), type (public/optional)

Import ICS, add one-off, clone year, bulk edit

No duplicate dates per scope

Authoritative non-working calendar

Adjustment Policy

Per location: on holiday -> cancel / move / keep + pay flag

Set default behavior, exception list

Policy must be set before auto-run

Predictable holiday handling

Auto-Apply Preview

Diff table: before/after shift, reason, affected employees

Run preview, apply, rollback

Coverage check after apply

Safe bulk roster updates

Payroll Flags

Holiday work indicator, premium rate tag

Tag shifts for payroll export

Aligned with payroll rule mapping

Correct wage and premium reporting

Example Table (Holiday Calendar)

Scope

Date

Type

Location Rule

Eid al-Fitr

SA

30 Mar 2026

Public

No work; shift cancelled

National Day

SA

23 Sep 2026

Public

Optional OT; flag premium

Example Table (Auto-Adjustment Preview)

Original Shift

Holiday

New State

Employee

SHF-3301 08:00-16:00

30 Mar

Cancelled

Sara Ahmed

Notify + open shift

SHF-3302 22:00-06:00

30 Mar

Moved to 31 Mar 22:00

Ibrahim Noor

Confirm acceptance

Load Holidays

Match Location Scope

Apply Policy

Preview Diff

Notify Staff

Publish Roster

Multi-Timezone Rules (Distributed Sites)Location TZ + Display RulesOne Global Schedule, Local Truth

Explanation
Each location has a canonical IANA timezone (e.g. Asia/Riyadh). Shift start/end times are stored in that location’s local time; the platform converts for display when a user or manager works across zones. Company-wide reports use a chosen reporting timezone or UTC. Day-boundary rules (e.g. “night shift” crossing midnight) are evaluated in local time. DST (if applicable) is handled by the timezone database; locations without DST remain stable. The scheduler never mixes two zones in one shift record—each shift belongs to one location.

Area

UI Elements

Actions

Validation

Output

Location Timezone Profile

IANA TZ, offset display, DST note, business day start

Set TZ at location create/edit; lock after go-live (optional)

Valid IANA string; one primary TZ per location

Correct local anchor for all shifts

User Display Preference

“My timezone” vs “Location timezone” toggle

Switch view; persist preference

Cross-border managers see both labels

No confusion in multi-site coordination

Shift & Schedule Storage

Local start/end + UTC instant for audit

Create shift in location TZ

End after start in same TZ; crossing midnight allowed

Sortable, comparable global timeline

Reporting & Payroll Cutoff

Payroll period defined in company or payroll TZ

Close period; export includes local + UTC

Events bucketed by policy rule

Aligned payroll and compliance reports

Example Table (Location Timezones)

Location

IANA Timezone

UTC Offset (example)

DST

Riyadh HQ

Asia/Riyadh

+03:00

No

London Branch

Europe/London

+00:00 / +01:00

Yes

Example Table (Same Shift, Two Viewers)

Stored (Local)

Viewer TZ

Displayed Start

Notes

Riyadh 08:00 Mon

Asia/Riyadh

08:00 Mon

Canonical

Riyadh 08:00 Mon

Europe/London

05:00 Mon

Converted for manager

Governance Rule

Definition

UI Behavior

Why It Matters

Status

Leave Wins Over Draft Shift

Approved absence always blocks assignment

Hard conflict on drag-drop assign

Prevents payroll and fairness issues

Added

Holiday Preview Mandatory

Bulk holiday changes require preview before apply

Apply disabled until preview acknowledged

Avoids accidental mass cancellations

Added

Single TZ per Shift Record

Shifts are not split across zones

Location picker sets TZ context

Eliminates ambiguous times

Added

Additional Page WireframesLeave / Holidays / TimezoneLow-Fidelity Screen Layout

Page ST-07: Leave & Absence Center
Request list, approvals, balance summary, calendar overlay vs shifts.

Page ST-08: Holiday Calendar & Auto-Adjust
Holiday master, policy per location, preview diff, apply/rollback.

Page ST-09: Timezone & Payroll Window
Location TZ profile, user display toggle, reporting/payroll cutoff.

Shift Template Library (SOW 11.2)Reusable PatternsFaster Roster Build

Explanation
Named shift patterns (e.g. Morning 06:00–14:00, Night 22:00–06:00) are saved as templates with default role, break duration, tags, and OT flags. Planners apply templates to calendar cells or bulk-generate weeks; edits to a template do not retro-change published shifts unless explicitly propagated.

Area

UI Elements

Actions

Validation

Output

Template List

Name, duration, role, break, tags, locations allowed

Create, duplicate, archive, apply to week

End > start; min duration policy

Reusable shift DNA

Apply to Calendar

Week picker, location, fill strategy (all days / selected weekdays)

Preview grid, confirm publish

Conflict with leave triggers block/warn

Rapid scheduling

Example Table (Shift Templates)

Window

Break

Role Default

Status

Morning Line A

06:00 - 14:00

30 min

Operator

Active

Night Supervision

22:00 - 06:00

45 min

Supervisor

Active

Schedule Calendar Views (SOW 11.1)Week / Day / MonthPlanner UX

View

Shows

Actions

Notes

Output

Week (default)

Shift blocks with employee, role, time, status

Drag move, copy, publish

Location + role filters

Primary planning surface

Day

Hourly lane per employee or role

Fine-tune overlaps

Conflict highlights

Intraday precision

Month

Aggregate hours / coverage heatmap

Jump to week, spot gaps

Less detail per cell

Capacity planning

Employee Availability (SOW 11.6)Preferred + Unavailable WindowsConflict Validation

Explanation
Each employee can maintain availability: recurring weekly preferences, one-off unavailable blocks, and max hours per week. The scheduler validates new shifts against availability + leave; warnings appear before publish.

Area

UI Elements

Actions

Validation

Output

Availability Grid

Weekly grid: preferred / neutral / unavailable per slot

Employee self-edit or HR bulk edit

Cannot overlap leave-approved periods

Scheduling constraint input

Conflict Indicators

Icon on shift when outside availability

Manager override with reason

Override requires audit note

Transparent exceptions

Kiosk Management (SOW 11.7)Shared Clock DevicesLocation-Bound Identity

Area

UI Elements

Actions

Validation

Output

Kiosk Registry

Device name, location, pairing code, firmware, last heartbeat

Register, revoke, test display

One active pairing per kiosk session

Controlled clock terminals

PIN & Identity Flow

PIN length policy, employee search, photo optional

Clock in/out after PIN verify

Lockout after failed attempts

Shared-device safe clocking

Example Table (Kiosks)

Location

Status

Last Heartbeat

Action

KSK-RUH-01

Riyadh Branch

Online

20 Mar, 10:45

Revoke

KSK-FAC-02

Factory-01

Offline

19 Mar, 18:00

Diagnose

Payroll Export (SOW 11.8)CSV / ExcelDownstream Systems

Area

UI Elements

Actions

Validation

Output

Export Wizard

Date range, locations, include OT, include flags, include notes

Preview row count, download CSV/Excel

Locked periods read-only unless unlocked

Payroll handoff file

Column Mapping

Employee ID, hours, OT codes, location cost center

Save mapping preset per payroll vendor

Required columns per preset

Repeatable exports

Scheduling & Time Clock Settings (SOW 11.9)Rules EnginePolicy Enforcement

Domain

Settings

UI Behavior

Rule

Outcome

Scheduling Rules

Allow swap/drop, min rest between shifts, max daily/weekly hours, overlap warn, required roles per shift template

Toggles + numeric inputs + role checklist

Cannot publish invalid role coverage if enforced

Labor law alignment

Time Clock Rules

Geofence radius, photo on clock-in/out, PIN length, auto clock-out, break enforcement (required every X h, auto-deduct)

Map preview for geofence

Geofence mandatory for on-site roles if enabled

Attendance integrity

Overtime Rules

Daily/weekly OT threshold, approval before OT, manager notify on trigger

Threshold sliders + approver role

OT over cap requires approval before payroll export

Cost control

Notifications

New schedule, shift change, late clock-in, missed shift

Channel pick per event

Critical events cannot disable globally

Timely awareness

Page ST-10: Shift Template Library
Template CRUD + apply-to-week wizard.

Page ST-11: Availability Manager
Per-employee weekly grid + exceptions.

Page ST-12: Kiosk Management
Device list, pairing, PIN policy, heartbeat status.

Page ST-13: Payroll Export
Date range, options, column mapping, download.

Page ST-14: Scheduling & Clock Settings
Tabbed rules: Scheduling | Clock | OT | Notifications.

Page ST-15: Time-Off Requests (Staff)
Request form + manager queue (ties to Leave block).

Go to Related Module
Staff assignment dependency -> Users, Roles & Locations. Shift-based task planning -> Checklists & Forms. Attendance patterns and overtime trends -> Reporting & Analytics. Payroll export -> Company Profile integrations.

Documents, SOP & Logbook

Knowledge + Communication

Create Draft

Review

Publish

Assign Acknowledgement

Track Compliance

Supersede/Archive

Knowledge & SOP LifecycleCreate -> Govern -> Distribute -> ConfirmControlled documentation and communication

Area

UI Elements

Actions

Validation

Output

Document Repository

Folder tree, metadata tags, version badge, visibility scope chips

Upload, edit metadata, move, retire, restore

Required title/category/scope; file type and size policy checks

Organized and searchable document vault

SOP Authoring & Versioning

Editor, change summary, effective date, supersede link

Draft, request review, publish, supersede, archive

Publish requires reviewer approval and change note

Controlled SOP history and release governance

Acknowledgement Campaigns

Target roles/locations, due date, e-sign setting, reminder schedule

Assign read/ack tasks, send reminders, close campaign

Mandatory ack cannot be bypassed for targeted users

Verifiable policy communication compliance

Logbook & Handover

Shift log entries, announcements, incident notes, attachments

Post note, tag team, request acknowledgement, pin critical notes

Critical announcements require acknowledgement by shift end

Continuity and traceable operational communication

Expiry & Renewal Management

Expiry board, renewal owner, reminder ladder

Set expiry, renew documents, trigger revision workflow

Expired mandatory documents are flagged and escalated

Always-current compliance content set

SOP Lifecycle
Draft, review, publish, effective date, supersede, archive, restore policy

Acknowledgements
Unread queue, due date, e-sign confirmation, escalation reminders

Access Control
Role/location scope, confidential flag, download/view restrictions

Governance ControlsVersion Integrity + Distribution + TraceabilityProduction Behavior

Control

Definition

UI Behavior

Rule

Status

Controlled Publication

Two-step review and publish flow for policy/SOP docs

Draft state persists until reviewer approval

Publisher cannot approve own review in strict mode

Added

Version Traceability

Every revision linked to change reason and predecessor

Version compare and timeline in detail page

No delete of published historical versions

Added

Mandatory Read Enforcement

Targeted users must acknowledge required content

Unread badge + reminder + overdue escalation

Task completion may be gated by mandatory acknowledgements

Added

Confidential Access Guard

Restricted visibility for sensitive documents

Masked docs for unauthorized users

Unauthorized downloads blocked and logged

Added

Logbook Integrity

Shift communication history with immutable audit trail

Edited entries show delta and actor

Hard delete disabled for compliance-tagged entries

Added

Page-Level Mini WireframesDocuments, SOP & LogbookLow-Fidelity Screen Layout

Page DL-01: Document Library
Folder + tag filters + document table + upload and scope actions.

Page DL-02: SOP Editor
Rich text editor, version panel, review route, publish controls.

Page DL-03: Acknowledgement Campaign
Target selectors, due-date setup, reminder and escalation settings.

Page DL-04: Reader Queue
User-side unread/overdue acknowledgements with e-sign actions.

Page DL-05: Logbook Feed
Chronological notes, incident entries, handover flags, acknowledgement status.

Page DL-06: Expiry & Renewal Board
Upcoming expiries, owner assignments, renew/replace actions.

Example Table (Document Library)

Version

Scope

Expiry

Status

Cold Storage SOP

v3.2

Factory-01, Quality Team

30 Jun

Active

Incident Response Guide

v2.0

All Locations

N/A

Active

Example Table (Acknowledgement Status)

Target Group

Due Date

Completed

Overdue

Warehouse Operators

22 Mar

34/40

6

Supervisors

21 Mar

11/12

1

Incident Reports (Logbook) (SOW 12.5)Structured IncidentsCAPA Entry Point

Explanation
Incident Reports are a dedicated register of operational and safety incidents created from the logbook type “Incident Report” or from this list view. Each record has severity, people involved, location, and status. Reviewers can assign investigators, convert to CAPA, and close after verification. This satisfies the SOW distinction between general logbook entries and tracked incidents.

Area

UI Elements

Actions

Validation

Output

Incident List

Incident ID, title, severity, location, reported by, datetime, status

Filter by severity/location/status/date; export

Severity required on create

Operational incident register

Incident Detail

Narrative, people involved, attachments, linked log entry, linked CAPA, activity log

Edit (policy), add comment, change status

Close requires resolution note + optional verification

Defensible incident file

Convert to CAPA

Pre-fill origin, severity, evidence links

One-click create CAPA with trace link

User must have CAPA create permission

Closed-loop corrective path

Assign Reviewer

Reviewer queue, SLA due, escalation

Assign/reassign reviewer

Critical incidents require named reviewer

Accountable review

Extended Fields (Incident Type)

Field

Input

Required

Notes

Classification

Severity

Low / Med / High / Critical

Yes

Drives escalation

People

Involved

Multi-user picker

Optional

Witnesses and affected

Immediate Action

Containment

Rich text

Recommended

Before full CAPA

Example Table (Incidents)

Incident ID

Severity

Location

Status

INC-2026-014

High

Cold Room A

Under Review

View | Convert CAPA

INC-2026-015

Medium

Riyadh Branch

Closed

View Report

Logbook Categories / Tags (SOW 12.6)Admin GovernanceConsistent Taxonomy

Area

UI Elements

Actions

Validation

Output

Category Manager

Category name, color, default visibility, sort order

CRUD categories, merge duplicates

Cannot delete if in use without reassign

Clean reporting taxonomy

Tag Presets

Safety, Operations, Equipment, Hygiene, Urgent

Toggle available tags per location

Tag set unique per company

Faster log entry

Page DL-07: Incident Reports Register
Filterable incident table + convert CAPA + assign reviewer.

Page DL-08: Incident Detail
Extended fields, attachments, linked CAPA, comments, status workflow.

Page DL-09: Logbook Settings
Categories, tags, default visibility, retention for log entries.

Go to Related Module
SOP-linked field guidance -> Checklists & Audits. Mandatory read failures -> Automation reminders. Documentation compliance metrics -> Reporting & Analytics. Incidents -> CAPA Management.

Reporting & Analytics

Insights

Select Domain

Apply Filters

Visualize KPIs

Drill Down

Export / Schedule

Review Trends

Take Action

Analytics LifecycleMeasure -> Analyze -> Distribute -> ImproveDecision-grade compliance intelligence

Compliance Score

Repeat Failures

CAPA Aging

Audit Readiness

Area

UI Elements

Actions

Validation

Output

Executive Dashboard

KPI cards, trend charts, risk heatmap, top exceptions panel

Switch period, compare periods, drill by module/location

Role scope and location filters must apply consistently

Cross-module leadership visibility

Standard Report Catalog

Report list by domain (Checklist, Audit, CAPA, Sensor, Attendance, Documents)

Run report, clone with filters, save favorite views

Report parameter validation before run

Consistent reusable reporting outputs

Drill-Down Explorer

Hierarchical filter path (Company -> Location -> Asset -> Routine -> Submission -> CAPA)

Open detail from KPI/chart/table and pivot dimensions

Drill depth must respect permission boundaries

Root-cause and traceability exploration

Scheduled Distribution

Schedule builder, recipient groups, format options, delivery logs

Schedule email/PDF/CSV exports with cadence

Recipient authorization and delivery policy checks

Automated stakeholder reporting

Actionable Insights

Insight cards with jump links to module actions

Create CAPA, open rule, assign task from report finding

Action permissions enforced at origin module

Closed-loop analytics to operations workflow

Drill-down: Company -> Location -> Asset -> Routine -> Submission -> CAPA
Exports: PDF / CSV / Excel, scheduled report emails

Dashboards
Executive, company, location, and module-specific analytical views

Standard Reports
Checklist, audit, CAPA, sensor, attendance, document compliance packs

Distribution
Scheduled email delivery, access control, saved filters, delivery log

Governance ControlsData Integrity + Access Control + TrustProduction Behavior

Control

Definition

UI Behavior

Rule

Status

Metric Dictionary

Standard definition and formula for each KPI

Tooltip explains KPI formula and source

Formula changes require governance approval

Added

Data Freshness Indicator

Show last refresh time and ingestion health

Freshness badge per dashboard/report

Stale data warning shown if refresh exceeds threshold

Added

Row-Level Access Control

Scope report records by role/location assignment

Masked or hidden records where user lacks scope

No cross-location leakage outside permission scope

Added

Export Governance

Control sensitive field export and recipient lists

Export warning and approval modal for restricted data

Restricted exports require authorized role and reason

Added

Insight-to-Action Trace

Track actions initiated from reports

Report row shows linked CAPA/task/rule action IDs

Every action launch logs user and source report context

Added

Page-Level Mini WireframesReporting & AnalyticsLow-Fidelity Screen Layout

Page RA-01: Executive Dashboard
KPI board with trend lines, heatmap, and top-risk panels.

Page RA-02: Report Catalog
Domain-wise report list with saved views and run controls.

Page RA-03: Drill-Down Explorer
Hierarchical filters, pivot table, and linked record details.

Page RA-04: CAPA & Risk Analytics
Aging chart, recurrence trends, SLA breach distributions.

Page RA-05: Attendance & Workforce Analytics
Late/overtime trends, shift utilization, exception hotspots.

Page RA-06: Scheduled Reports Center
Delivery schedules, recipients, format, and send logs.

Example Table (KPI Snapshot)

Current

Status

Compliance Score

91.4%

89.8%

+1.6%

Improving

CAPA Overdue Rate

7.2%

9.1%

-1.9%

Improving

Example Table (Scheduled Reports)

Cadence

Recipients

Format

Last Delivery

Weekly Operations Summary

Every Monday 08:00

Ops + QA Leads

PDF + CSV

18 Mar, 08:01

Daily Exception Digest

Daily 18:00

Site Managers

Email

20 Mar, 18:00

Go to Related Module
Insight-driven actions -> CAPA, Automation, Scheduling, and Checklist operations. Compliance drill-down evidence -> Audits and Documents. Executive outcomes -> Company Dashboard KPIs.

Staff/Manager Dashboard (Role-Specific)

Execution Panel

Land

Scan Priorities

Execute Tasks

Respond Alerts

Approve (Mgr)

Review Activity

SoW §18.1 — DashboardShared + Staff + ManagerExecution Panel

Explanation
Default landing after auth and role routing. Aligns with SoW §18.1: shared widgets for all users; Staff-only personal scope and optional performance; Manager-only team, approvals, location KPIs, attendance, and priority alerts. Content respects role permissions, assigned locations, module entitlements, and real-time updates; each count opens My Tasks (or the right module) pre-filtered.

Dashboard zone

Staff

Manager

Interaction

Drilldown

Header (SoW)

Welcome, date & time, notifications icon, profile menu, role badge, location

+ Team / coverage context, multi-location switcher

Bell → notifications; profile → settings/logout; location switch → scoped reload

Notifications center; User profile

My Tasks Summary

Counts for my assigned work only (see count table below)

Same shared counts where applicable; team rollups in Team Task Overview

Each count is clickable

My Tasks / Team Tasks with matching filter

Today’s Schedule (if Time Clock)

Shift start/end, current clock status, next scheduled shift; Clock In / Clock Out

Own schedule + team clock context in Attendance Snapshot

Clock buttons, expand day/week

Scheduling & Time Clock

Announcements Panel

Recent Logbook: company messages, location notices, mandatory acknowledgements

Same + optional team unread summary

Open announcement / ack

Logbook & Documents

Notifications Preview

Latest: new task assigned, CAPA assigned, document to acknowledge, schedule change, sensor alert

Same + manager-relevant items

Tap row

Task / CAPA / Documents / Schedule / Sensors

Quick Action Buttons (SoW)

Start Checklist, Start Audit, My Tasks, Clock In/Out, Open Documents (+ QR scan when enforcement requires)

Same shortcuts + deep links to Team Tasks / Approvals where configured

One-tap; hidden if module off

Faster execution

Personal Performance (optional, Staff)

Checklists completed this week; on-time completion rate; attendance %

N/A (use Location Performance)

Optional widget toggle in preferences

Reporting (self scope)

Team Task Overview (Mgr)

Hidden

For assigned locations: total checklists due, audits pending, CAPAs open, overdue — clickable → Team Tasks

Click any KPI

Team Tasks (filtered)

Pending Approvals (Mgr)

Not shown

Audit approvals, CAPA verifications, time clock adjustments, incident reviews

Badge + open queue

Manager Approvals

Location Performance Summary (Mgr)

Hidden

Checklist completion rate, average audit score, overdue CAPAs, sensor alerts count, document acknowledgement %

Drill to Reporting / module

Reporting & modules

Staff Attendance Snapshot (Mgr)

N/A

Who is clocked in; late arrivals; absent staff

Open detail

Time Clock / Schedule

Priority Alerts (Mgr)

N/A

Critical sensor breaches, high-severity CAPAs, repeated checklist failures

Open linked record

Sensors / CAPA / Checklists

Activity (supplementary)

My recent submissions

Team activity (policy-based)

Open row

History

My Tasks Summary — Counts (SoW)Each → filtered listStaff: self / Mgr: context

Count chip

Opens

Filter applied

Notes

Assigned Checklists

My Tasks

Type = Checklist

Staff: assignee = me

Assigned Audits

My Tasks

Type = Audit

—

CAPA Tasks

My Tasks

Type = CAPA

—

Document Acknowledgements

My Tasks

Type = Document ack

Links to Documents flow

Follow-up Tasks

My Tasks

Type = Follow-up

From inspections / failed items

Checklists

Audits

CAPA

Doc Ack

Follow-up

Overdue (highlight)

Widget / rule

What user sees

Interaction

Rule

Output

Task Summary (above)

Five count types + overdue styling

Click chip → filtered My Tasks

Overdue always visually highlighted (SoW)

Filtered queue

Today’s Schedule Widget

Shift start/end, clock in/out state, next shift

Clock In / Clock Out on dashboard

Shown when Time Clock module enabled

Time Clock actions

Notifications Preview

Scrollable latest events (SoW types)

Tap → source

Distinct from full alert feed; preview only

Contextual navigation

Approval Badge

Pending manager actions (incl. incidents)

Opens approval queue

Manager+ only

Manager Approvals

Quick Actions (SoW)

Start Checklist; Start Audit; My Tasks; Clock In/Out; Open Documents

One-tap (+ optional Scan QR)

Respect entitlements

Module entry points

Staff restrictions (SoW)

Cannot see: team tasks, others’ performance, approval queues, location KPIs

Widgets omitted vs Manager layout

Enforced server-side

Least privilege

Real-time & navigation (SoW)

Widgets refresh in real time

Any widget/count click

Opens correct filtered page

Consistent deep links

Page layout & chrome (SoW §18.1)Web + mobileTwo-column + footer

Main layout
Left column (all users): My Tasks summary, Schedule, Announcements.
Right column: Staff → personal widgets only (incl. optional Personal Performance). Manager → Team Task Overview, Pending Approvals, Location Performance, Attendance Snapshot, Priority Alerts.

Footer Quick Bar
Persistent: Checklist · Audit · Tasks · Clock · Notifications (icon + label). Mirrors primary execution paths; on mobile may collapse with FAB overflow.

Filters & empty states
Date: Today / Tomorrow / Week. Location switcher. Empty: no tasks → suggest schedule/training; no alerts → “all clear”. Mobile: large targets, sticky footer/quick bar, offline banner.

Actions available (SoW §18.1)From dashboard entry+ Manager extras

Role

Actions

Notes

Route

Staff

Open assigned checklist; open assigned audit; complete CAPA; acknowledge document; Clock In/Out

Via quick bar, counts, or notifications

Execution / Documents / Time Clock

Manager

All staff actions plus: reassign tasks; approve audits; verify CAPAs; approve time edits; view team attendance

Approvals & team views from right column

Manager Approvals; Team Tasks; Time Clock

Dashboard Behavior RulesScope + SecuritySoW functional behaviours

Rule

Definition

UI Behavior

Why It Matters

Status

Role-Based Layout

Staff vs Manager blocks render by permission

Manager-only sections omitted for Staff

Least privilege

SoW

Location Scope

Managers see data only for assigned locations

Staff: own data only

Data isolation

SoW

Entitlement Guard

Modules not in plan do not show widgets

Module chips grayed with tooltip

Clean UX for partial tenants

Added

Overdue Highlight

Overdue items always highlighted

Distinct color/badge on counts and lists

SoW

Real-Time Widgets

Widgets update in real time

WebSocket/polling; optimistic updates where safe

SoW

Click → Filtered Page

Clicking a widget/count opens the matching filtered view

Deep links with query params

SoW

Alert Severity

Normalized Low/Medium/High/Critical

Color chip + sound optional for Critical

Immediate triage

Added

Audit Trail on Quick Action

Start execution logs intent

Telemetry event on shortcut use

Traceability

Added

Scope
This screen and related Staff/Manager flows are defined by the SOW only. Complete the SOW baseline (requirements, modules, acceptance) before any non-SOW UX enrichment pass.

Page-Level Mini WireframesStaff/Manager DashboardLow-Fidelity Screen Layout

Page SD-01: Staff Home
Header (welcome, date/time, bell, profile). Left: five count chips + overdue, schedule widget w/ Clock In/Out, announcements. Right: notifications preview, optional personal performance. Footer Quick Bar: Checklist · Audit · Tasks · Clock · Notifications.

Page SD-02: Manager Home
Same header + left column. Right: Team Task Overview, Pending Approvals (incl. incidents), Location Performance KPIs, Staff Attendance Snapshot, Priority Alerts. Footer bar + team drill-downs.

Page SD-03: Dashboard Preferences
Default location, widget order, show/hide optional Personal Performance, notification digest frequency.

Page SD-04: Mobile Compact
Stacked cards; sticky Footer Quick Bar (SoW); FAB overflow for Scan QR when required.

Page SD-05: Offline State
Banner + queued tasks list + last sync time.

Page SD-06: Auditor Landing (optional)
If Auditor role: audits queue shortcut + compliance snapshot read-only.

Example (Staff — summary counts → same filters)

Type

Due

Priority

Action

Hygiene Shift A

Checklist

16:00

High (overdue style)

Start

Cold Room Walkthrough

Audit

17:30

Medium

Continue

HACCP Policy v3

Document ack

EOD

Critical

Acknowledge

FU-204 (from inspection)

Follow-up

Tomorrow

High

Open

Example (Manager — Location Performance + Approvals)

Metric

Value

Location

Drill

Checklist completion rate

94%

Riyadh Branch

Reporting

Average audit score

87

Riyadh Branch

Reporting

Overdue CAPAs / Sensor alerts / Doc ack %

2 / 1 / 91%

All assigned

CAPA / Sensors / Documents

Pending approvals (audit / CAPA / time / incident)

5

—

Manager Approvals

Attendance: in / late / absent

12 / 2 / 1

Today

Time Clock

Go to Related Module
Counts → My Tasks / Team Tasks (filtered). Bell icon → Notification Center (full list). Profile menu → Profile Settings. Approvals → Manager Approvals (audit, CAPA, time, incident). Execution → Checklist / Audit runtime. Documents → ack flow. Alerts preview → deep links to source modules. Schedule/Clock → Scheduling & Time Clock. Location KPIs → Reporting. Priority alerts → linked record in source module.

My Tasks / Team Tasks

SoW §18.2

Unified Task ListStaff + ManagerSoW §18.2

Explanation
Single screen for all assigned work. Staff see only their tasks; Managers have a second Team Tasks tab. Overdue at top; completed moves to history. Click opens respective execution screen.

Task type (unified list)

Opens

Notes

Checklists

Checklist execution

Open / Continue draft / Submit

Audits

Audit execution

Start / Record findings / Submit for approval

CAPA actions

CAPA detail

View details / Add notes / Move stage

Document acknowledgements

Document preview + ack

Open doc / Mark read / Provide ack

Follow-up tasks (from inspections)

Linked checklist/audit or CAPA

Generated from failed items

Training acknowledgements

Training flow (if enabled)

If later enabled

Task Type

Title / Template Name

Location

Due Date & Time

Priority

Status

Assigned By

Actions

Checklist

Hygiene Shift A

Riyadh Branch

Today 4:30 PM

High

Pending

—

Open / Start / View

Audit

Monthly HACCP Audit

Riyadh Branch

Tomorrow 09:00

Medium

In Progress

QA Lead

Continue

CAPA

CA-1012 — Cold chain

Riyadh Branch

EOD

Critical

Overdue

—

Open

Doc ack

HACCP Policy v3

All locations

Fri 18:00

High

Pending

Compliance

Acknowledge

Manager bulk selection (SoW)
Team Tasks table adds checkbox column + toolbar when rows selected (bulk reassign, priority, extend due, reminders).

Filters (SoW)By Task Type | Location | Status | Due Date | Priority

Filter

Options

Notes

Task Type

Checklist / Audit / CAPA / Doc ack / Follow-up / Training

—

Location

User’s assigned locations

Staff: own only

Status

Pending / In Progress / Completed / Overdue

—

Due Date

Today / This Week / Custom

—

Priority

Low / Medium / High / Critical

—

SearchBy task name, template name, CAPA ID, location

SortDue Date | Priority | Task Type | Location

Staff — Personal task view (SoW)What appears in My Tasks

Included

Description

Direct assignments

Tasks assigned directly to the user

Role / location schedule

Tasks scheduled for their role or location (not only named assignee)

CAPA & documents

CAPAs assigned to them; documents requiring their acknowledgement

Overdue section

Optional pinned block or filter: only this user’s overdue items, highlighted in red (in addition to overdue sorted to top)

Staff — no access (SoW)

UI / API

Other users’ tasks

Hidden; Team Tasks tab not shown

Reassignment / due date edit

No row or bulk reassignment; no due date controls

Approval functions

No approval queue from this list

Team overview

No team aggregates or cross-user list

Role

Staff

Manager

View

Only own tasks; overdue highlighted in red; no team/others

My Tasks + Team Tasks tab: all users in manager’s locations, unassigned tasks, overdue team tasks

Reassignment

Cannot reassign or edit due dates

Reassign to another user within the same location; change due date; adjust priority; add manager notes

Bulk actions (Mgr)

N/A

Select rows (checkbox column) → bulk reassign; bulk change priority; bulk extend due date; send reminders

Review shortcuts

N/A

Jump to submitted checklist; open audit pending approval; open CAPA awaiting verification

Task types & behaviours (SoW §18.2.5)From list → execution

Task type

Actions on this page / next screen

Checklist

Open checklist; continue draft; submit completion; attach photos/notes

Audit

Start audit; record findings; submit for manager approval

CAPA

View CAPA details; add corrective action notes; upload evidence; move stage (if permitted)

Document acknowledgement

Open document; mark as read; provide digital acknowledgement

Follow-up

Generated from failed items; link to originating checklist/audit

Page layout (SoW)Top bar | Left filters | Main table | Right preview

Top bar
Page title: My Tasks. Toggle: My Tasks (default), Team Tasks (manager only).

Left panel — filters
Task Type, Status, Location, Date Range, Priority.

Right panel — task preview (optional)
Quick summary, due date, description, Start button.

Quick actions (SoW)Open task | Mark In Progress | Add quick note | View details

Page-Level Mini WireframesMy Tasks / Team TasksLow-Fidelity Screen Layout

Page MT-01: Staff — My Tasks
Top bar: title “My Tasks” only (no Team tab). Search + sort + Active | History toggle. Optional Overdue strip (red accent) above main list. Left: filter rail (type, status, location, date, priority). Center: task table — no checkbox column; overdue rows at top with red highlight. Right: optional preview on row select (summary, due, Start).

Page MT-02: Manager — Team Tasks
Tabs: My Tasks | Team Tasks. Team table: checkbox column, Assignee, Location, Type, Due, Priority, Status, Actions. When ≥1 row selected → sticky bulk bar: Bulk reassign (same location) | Change priority | Extend due date | Send reminders. Per-row: Reassign | Edit due | Add manager note.

Page MT-03: Task Preview (Drawer / Right Panel)
Selected row: title, type badge, location, due, priority, status, assignee (Mgr sees full name), short description, link to source template/instance. Buttons: Open / Start / Continue, Mark in progress, Add quick note, View full details.

Page MT-04: Mobile — My Tasks
Card stack sorted by due (overdue first). Filter icon → bottom sheet. FAB or primary CTA: start next overdue or highest priority. No bulk; Team Tasks on mobile may use simplified list + row actions only.

Page MT-05: History View
Same page with History selected: completed tasks only; columns unchanged; actions reduce to View / Export (if entitled). Clear empty state when no history in range.

Page MT-06: Manager — Review Shortcuts Bar
Below tabs or in page header: chips linking to pre-filtered Team Tasks or Approvals — e.g. “Audits pending approval”, “CAPA awaiting verification”, “Submitted checklists to review”.

Functional behavioursSoW

Rule

Behavior

Role scope

Users see only tasks allowed by role. Staff: own only. Managers: assigned locations.

Overdue

Always at top; highlighted. Optional dedicated “Overdue” filter/section for Staff.

Completed / history

Completed tasks leave default list → history view (separate tab, filter, or toggle—product choice).

Real-time

Tasks sync in real time. Reassignment → notification. Due date change → audit log.

Flow positionAfter DashboardBefore execution screens

Previous
Role-Based Dashboard — summary counts deep-link here with filters applied.

Next (primary)
Checklist / Audit Execution — when user opens a checklist or audit row (Start / Open / Continue).

Next (by task type)
CAPA → CAPA Task Execution. Doc ack → Document Center. Follow-up → linked checklist/audit/CAPA. Training → training flow (if enabled).

Task type opened from list

Next wireframe section

SoW ref

Checklist

Checklist Execution (same screen as audits)

§18.3

Audit

Audit Execution

§18.4

CAPA

CAPA Task Execution

§18.5

Document acknowledgement

Document Center

§18.7

Manager review (from Team Tasks)

Manager Approvals or in-context review on execution screen

§18 + §18.3/18.4

Go to Related Module
Opens execution UIs above; history/completed → filtered list or reporting (if entitled). Reminders → Notification Center.

Checklist / Audit Execution

SoW §18.3 + §18.4

Previous in flow
Arrives from My Tasks / Team Tasks (or Dashboard quick actions / schedule notification).

SoW coverage (this section)
§18.3 Checklist Execution — access, header fields, question types, common actions, failure handling, staff/manager features, layout, functional behaviours.
§18.4 Audit Execution — access, header, section/question types, evidence, scoring, staff/inspector vs manager, layout, functional behaviours.
Shared: QR/geo/offline where platform enables; mini wireframes CE-01–CE-06 below.

Checklist Execution (SoW §18.3)Access: My Tasks | Dashboard quick action | Schedule notification

Header
Checklist name, Location, Date & Time, Assigned user, Instructions, Progress (e.g. 4/12). Timer if timed checklist.

Question type (SoW)

Yes/No

Pass/Fail

Multiple Choice

Text/Number/Temp

Photo

Signature

Rating

Supported

✓

SoW also lists Text, Number, and Temperature as separate input types — implement as distinct field types mapped to the same interaction patterns (validation per template).

Action

Staff

Manager

Common

Save Draft; Add Notes; Attach Photos; Mark N/A; Submit

Same + review mode

On Fail

Enter reason; add photo; create immediate action note (if required)

—

Review (Mgr)

—

Approve / Reject & request correction / Add manager comments

Reassign (Mgr, before completion)

—

Reassign to user; change due date; change priority

Follow-up (Mgr)

—

From any failed item: Create CAPA / follow-up task / assign corrective action

Visibility (Mgr)

—

Open any checklist for their locations; view team submissions history (review mode / history lists)

Layout

Content

Top

Checklist title, Location, Timer (if timed), Progress bar

Main

Each question: text, input control, Add photo, Add note, Fail reason (if failed)

Bottom (Staff)

Save Draft, Submit, Cancel

Bottom (Mgr)

Approve, Reject, Reassign

Staff — checklist (SoW)

Rule

Execution

Only checklists assigned to them; cannot view other users’ submissions

Cannot change

Due date, assigned user, template content

Submit

Submit for completion or submit for manager review (if template requires)

On Fail — system (SoW)

Behaviour

Automation

May auto-create CAPA (if configured); trigger automation alerts

Checklist — functional behaviours (SoW §18.3.5)General | Staff | Manager | System

Layer

Rules

General

Only assigned user can execute; mandatory questions answered; photo-required items enforced; failures capture reason if configured; drafts saved automatically

Staff

Cannot edit after submission; cannot approve own checklist

Manager

Can reopen submitted checklist; can trigger CAPA from any item; cannot modify original answers (comments only)

System

Auto-timestamp every answer; geo-tag if enabled; audit log for edits and submissions

Audit Execution (SoW §18.4)Access: My Tasks | Dashboard | Scheduled audit notification

Header
Audit name, Location, Audit type, Assigned to, Date & time, Scoring method (if enabled), Progress indicator.

Question & section types

Pass/Fail, Yes/No

Scored, Multi-choice

Numeric, Photo

Comments, Signature

Evidence capture

Add photos; attach files

Write findings; tag severity

—

Action

Staff / Inspector

Manager

Common

Save Draft; Add Findings; Mark Non-Conformance; Submit

Review mode

Conduct (Staff / Inspector)

Answer all questions; add evidence; mark items compliant / non-compliant

—

Findings (Staff)

Add description; select severity; attach photos

—

Audit review (Mgr)

—

Open submitted audits; review answers & evidence; add review comments

Approval workflow (Mgr)

—

Approve / Reject & Return for correction / Request additional evidence

CAPA from finding (Mgr)

—

Create CAPA; assign; set due date; link to audit item

Score adjustment (Mgr)

—

Adjust weighting; override with justification (if permitted)

Reassign (Mgr)

—

Before completion: reassign; change inspector; extend due date

Layout

Content

Top

Audit title, Location, Score summary, Timer (if applicable)

Main

Per section: title, questions list, inputs, evidence upload, finding panel

Bottom (Staff)

Save Draft, Submit

Bottom (Mgr)

Approve, Reject, Create CAPA, Reassign

Scoring (if enabled, SoW)

Section scores | Overall score | Pass threshold | Auto-calculation

Staff / Inspector — audit (SoW)

Limitation

Cannot

Approve audits; modify scores after submission; assign CAPA; view other users’ audits

Audit — functional behaviours (SoW §18.4.5)General | Staff | Manager | System

Layer

Rules

General

Only assigned user conducts; mandatory answered; evidence-required fields enforced; score auto-calculates from template

Staff

Cannot approve; cannot edit after submit; cannot delete findings after submit

Manager

Can reopen audits; can create CAPA from any finding; can reassign before approval

System

All actions logged; timestamps mandatory; automations triggered on submit

Shared validationQR / location check | Timestamp | Geolocation | Offline sync marker

Page-Level Mini WireframesChecklist / Audit ExecutionLow-Fidelity Screen Layout

Page CE-01: Checklist — Staff runtime
Sticky header: title, location, progress bar, timer (if timed). Scrollable question list; each row: prompt, input, Add photo / note, N/A. Fail → reason + optional photo. Bottom bar: Save Draft | Submit (or Submit for manager review). Cancel returns to My Tasks with draft saved.

Page CE-02: Checklist — Manager review
Read-only answers + manager comment rail. Actions: Approve | Reject & request correction | Reassign | Create CAPA from failed item. Original answers not editable.

Page CE-03: Audit — Field execution
Sections accordion or stepper; per question: inputs + evidence slot + Finding panel (severity, description, photos). Non-conformance flow. Live or section score preview if scoring on.

Page CE-05: Mobile execution
One question per step or compact list; sticky bottom: Save | Next | Submit; camera shortcut for photo; offline banner + queued sync indicator.

Page CE-06: Draft / offline resume
Banner “Draft saved · last synced …”; tap to continue; blocked submit until mandatory fields + connectivity rules satisfied.

Example — Checklist runtime (sample rows)Template: Hygiene Shift AProgress 4/12

#

Question

Type

Answer

Flags

1

Walk-in fridge temperature

Temperature

3 °C (range OK)

—

2

Floor hygiene visual check

Pass/Fail

Pass

Photo

3

Sanitizer concentration (ppm)

Number

200

—

4

Equipment ID verified

Text

ST-441

QR OK

5

Gloves & hairnet policy

Yes/No

Fail

Reason + photo required

Example — Audit runtime (sample section)Template: Monthly HACCP AuditSection: Cold chain

#

Question

Type

Result

Finding / severity

A1

Receiving dock seal intact

Yes/No

No

NC — Medium (photo)

A2

Temp log complete (24h)

Pass/Fail

Pass

—

A3

Score weight (auto)

Scored

8/10

Feeds section score

Manager review examples: read-only grid as above + comment thread; audit CE-04 adds score summary (e.g. Overall 87%, Pass threshold 80%) and Approve / Request evidence.

Flow positionAfter My TasksCAPA / Approvals / Back to list

Previous
My Tasks / Team Tasks · Dashboard quick actions.

Next (after submit)
Success → return to My Tasks (or history). Failure/CAPA trigger → CAPA Task Execution if created. Manager review pending → Manager Approvals or CE-02/CE-04 in context.

Related
Automation/alerts → Automation (company config). QR gate → QR Enforcement in SoW §7 (platform).

Go to Related Module
Post-submit CAPA → CAPA. Pending sign-off → Manager Approvals. Evidence & trends → Reporting (if entitled). Notifications → Notification Center.

CAPA Task Execution

SoW §18.5

Previous in flow
My Tasks / Team Tasks · Notifications · Checklist / Audit (failure → CAPA) · Sensors (source).

SoW coverage (this section)
§18.5 CAPA Task Execution — access, details view, common actions, workflow stages, staff vs manager, layout, functional behaviours, examples, mini wireframes CP-01–CP-04.

AccessMy Tasks | Notifications | Direct CAPA link

CAPA details view (SoW)

CAPA ID, Source (Checklist/Audit/Sensor/Manual)

Location, Severity

Description, Due Date

Assigned To

Current Stage

Common actions (both)

Add action notes | Upload evidence (photos/files) | Update progress status | View history log

Workflow stages

Identified

Assigned

In Progress

Awaiting Verification

Closed

Role

Staff

Manager

View

Only CAPAs assigned to them

All for locations; verify & close

Actions

Add corrective action description; upload evidence; Mark Completed / Ready for Verification

Review evidence; accept/reject resolution; verification comments; reassign / add assignees; modify due date; close; reopen; escalate; add follow-up task; link related CAPAs; attach documents

Limitations

Cannot close; change severity; reassign; edit original issue description

—

Layout (SoW)Top: CAPA Title, ID & Source, Severity badge, Status, DueTabs: Details | Actions Taken | Evidence | HistoryBottom: Staff → Save Progress, Mark Ready for Verification | Mgr → Approve & Close, Reject, Reassign

Functional behaviours (SoW §18.5.5)General | Staff | Manager | System

Layer

Rules

General

Only assigned user can update; evidence required if configured; all changes logged

Staff

Cannot close CAPA; cannot edit source data

Manager

Only managers verify/close; rejection returns to In Progress; escalations trigger notifications

System

Overdue CAPA triggers alerts; linked source remains referenced

Page-Level Mini WireframesCAPA Task ExecutionLow-Fidelity Screen Layout

Page CP-01: Staff — CAPA detail
Header: title, ID, source link (→ checklist/audit/sensor), severity, due, stage badge. Tab Details: issue description (read-only). Actions Taken: notes + corrective text. Evidence: upload list. Bottom: Save Progress | Mark Ready for Verification.

Page CP-02: Manager — Verification
Same tabs; Evidence tab side-by-side with history. Decision bar: Approve & Close | Reject (→ In Progress) | Reassign | Escalate severity. Optional follow-up task / link related CAPA modals.

Page CP-03: History tab
Chronological: stage changes, uploads, comments, system events; read-only; export if entitled.

Page CP-04: Mobile
Collapsible sections; camera upload; offline banner; blocked “Ready for Verification” until required evidence present.

Flow — Next
After verification → Manager Approvals queue cleared for that CAPA; or closed record → My Tasks / reporting.

Related
Source drill-down → Checklist/Audit; sensor source → Sensors; notify → Notification Center.

Example — CAPA record (sample)CA-1012In Progress → Ready for Verification

Field

Value

ID / Source

CA-1012 · Checklist “Hygiene Shift A” Q5 fail

Location / Severity / Due

Riyadh Branch · High · EOD Friday

Issue

Gloves/hairnet policy breach observed at prep line

Corrective action (staff)

Refresher huddle completed; spot checks 7 days

Evidence

Photo sign-off sheet PDF; attendance list

Stage

Awaiting Verification (after staff taps Mark Ready)

History (sample rows)

Actor

Event

2026-03-20 09:12

System

CAPA created from checklist submission

2026-03-20 14:00

Staff user

Stage → In Progress; note added

2026-03-21 10:30

Staff user

Evidence uploaded; Mark Ready for Verification

Go to Related Module
Verification queue → Manager Approvals. Related tasks → My Tasks. Trends → Reporting (if entitled).

Manager Approvals & Verifications

SoW §18 — Manager Only

Previous in flow
Dashboard Pending Approvals widget · Team Tasks review shortcuts · Checklist/Audit (submit for review) · CAPA (Ready for Verification) · Time Clock requests tab · Logbook incidents.

SoW coverage (this section)
Consolidates §18.1 Pending Approvals (audit, CAPA verification, time clock adjustments, incident reviews) plus §18.3 checklist manager review (submitted checklist pending approval). Manager-only; scoped to assigned locations. Mini wireframes MA-01–MA-04 below.

Open queue

Filter & triage

Review evidence

Decide

Audit log

Approval queue types (SoW)Unified list + type filter

Queue type

Source

Manager actions

Checklist approvals

Checklist submitted for manager review (template setting)

Approve / Reject & request correction / Add comments / Reassign (same location)

Audit approvals

Submitted audit (pending sign-off)

Approve / Reject & return for correction / Request additional evidence

CAPA verifications

CAPA “Ready for Verification”

Approve & close / Reject → In Progress / Reassign / Escalate

Time clock adjustments

Staff correction request / missing punch

Approve / Reject; optional add manual punch (see Time Clock)

Incident reviews

Incident report from Logbook

Create CAPA; assign follow-up; escalate severity; close incident

Page layoutTop: title, pending count, filters | Main: queue table | Right or modal: detail + decision

Top bar
“Approvals” + badge count. Filters: Type (checklist / audit / CAPA / time / incident), Location, Priority, Date submitted, Assignee.

Queue columns
Type, Title/ID, Source link, Location, Submitted by, Age/SLA chip, Priority, Status (Pending), Open.

Detail pane
Summary, embedded evidence or link to full execution/CAPA record. Decision: Approve | Reject | Request more info. Required notes on reject.

Functional behavioursManager + System

Rule

Behaviour

Scope

Only items for manager’s assigned locations; Staff cannot access this module

Immutability

Every decision writes audit log: user, timestamp, decision, notes

Reject paths

Checklist/Audit → back to assignee for correction; CAPA → In Progress; Time → request denied or sent back

Notifications

Submitter notified on approve/reject where configured; escalations per automation

Real-time

Queue updates when new submissions arrive; stale items highlighted if SLA configured

Page-Level Mini WireframesManager ApprovalsLow-Fidelity Screen Layout

Page MA-01: Approvals hub
Single inbox with type tabs or chips. Default sort: oldest pending first or by priority. Empty state → link to Dashboard.

Page MA-02: Checklist / Audit review
Split view: left queue list; right read-only answers + manager comment thread + Approve | Reject | Request evidence (audit).

Page MA-03: CAPA verification
Evidence gallery + Actions Taken tab excerpt; Approve & Close | Reject; optional link to source checklist/audit.

Page MA-04: Time & incident
Time: before/after punch table, reason text, Approve/Reject. Incident: structured fields from logbook + CAPA/follow-up CTAs.

Flow — Next
After approve → item leaves queue; user notified. CAPA closed → Reporting. Incident → may create CAPA.

Review shortcuts (SoW)
From Team Tasks: jump to submitted checklist, audit pending approval, CAPA awaiting verification — same detail routes as this hub.

Example — unified queue (sample rows)Manager @ Riyadh Branch

Type

Title / ID

From

Age

Action

Checklist

Hygiene Shift A — Inst #4521

A. Rahman

2h

Review

Audit

Monthly HACCP — AU-883

Inspector J. Lee

1d

Review

CAPA

CA-1012 Cold chain

System / Checklist

30m

Verify

Time clock

Punch correction — missed out 19 Mar

M. Khan

3h

Approve

Incident

INC-204 Slip — prep area

Shift lead

4h

Triage

Go to Related Module
Full record context → Checklist / Audit Execution, CAPA, Time Clock, Logbook. Staff visibility → Notification Center. Oversight KPIs → Reporting.

Logbook (Staff & Manager)

SoW §18.6

Previous in flow
Dashboard Announcements panel · Manager Approvals (incident triage) · direct entry from shift work.

SoW coverage (this section)
§18.6 Logbook — chronological feed, post types, common actions, staff vs manager create/moderate, acknowledgement, visibility control, functional behaviours. Mini wireframes LB-01–LB-04 below.

Feed contentChronologicalSoW

Entry type

Announcements

Shift notes

Incident reports

System-generated

Example

Company / location messages

Handover notes

Operational or safety incidents

e.g. CAPA created, audit submitted

Post type (visible)

General Note

Shift Handover

Incident Report

Maintenance Note

Safety Observation

Common actions (both)Read entries | Add comment (if allowed) | Acknowledge message | Attach photo/file | Filter by category / date / location

Role

Staff

Manager

Create (if permitted)

Add shift notes; report incidents; add observations; attach photos

+ Official announcements (location-wide; ack required; pin posts)

Ack

Mark announcements read; confirm receipt of instructions

—

Edit

Own posts only (if allowed)

Edit inappropriate entries; delete; comment with instructions

Limitations (Staff)

Cannot edit others’ posts; cannot delete; cannot publish official announcements

—

Visibility (Mgr)

—

Choose audience (all / location / role); set expiry date for posts

Incident (Mgr)

—

From incident entry: Create CAPA; assign follow-up task; escalate severity → Approvals or dedicated incident flow

Functional behavioursSoW §18.6.5

Layer

Rules

General

Entries timestamped automatically; location restriction applies; attachments stored securely

Staff

Can only edit own posts (if allowed); cannot delete posts

Manager

Can moderate any post in their location; can require acknowledgement

System

Acknowledgement tracked per user; incident posts can trigger automations

Page-Level Mini WireframesLogbookLow-Fidelity Screen Layout

Page LB-01: Feed view
Chronological cards; each: author avatar, name, date/time, type badge, content snippet, attachments thumbnails, Acknowledge (if required). Create Post FAB or toolbar.

Page LB-02: Create post modal
Type selector; audience (Mgr only); ack required toggle; expiry (Mgr); content field; attach photo/file; Publish.

Page LB-03: Side panel
Pinned announcements (always visible); Unacknowledged items (Staff); filters collapse.

Page LB-04: Incident entry detail
Full incident content; severity; location; manager actions: Create CAPA | Assign follow-up | Escalate → links to Approvals or CAPA.

Flow — Next
Incident → Manager Approvals incident queue. Announcement acknowledgement → tracked in Logbook compliance state (and reflected in reporting where configured). CAPA from incident → CAPA.

Related
Incident register (structured) → Company Documents & Logbook config; Dashboard announcements → same feed.

Example — feed (sample rows)Riyadh Branch

Type

Author

Content

Ack

Announcement

HQ Compliance

HACCP policy v3 effective Mon — all staff read & ack

Required

Shift Handover

A. Rahman

Cold room seal reported loose; maintenance ticket #442

—

Incident Report

M. Khan

Slip near prep sink — no injury; area cleaned; photo attached

Mgr triage

System

CAPA CA-1012 created from checklist Hygiene Shift A

—

Maintenance Note

Facilities

HVAC filter replaced — next due 90d

—

Safety Observation

J. Lee

Near-miss: cart speed in corridor — suggested signage

—

Optional UX (not SoW-specific): infinite scroll or pagination; mobile compact feed (see LB-01 stacked cards).

Go to Related Module
Incident triage → Manager Approvals. CAPA from incident → CAPA. Dashboard announcements → same feed. Doc acks → Document Center. Config → Documents & Logbook.

Time Clock (Staff & Manager)

SoW §18.8

Previous in flow
Dashboard Schedule widget + Clock In/Out · Manager Approvals (time edit requests) · direct access from footer quick bar.

SoW coverage (this section)
§18.8 Time Clock — clock actions, shift view, attendance history, notifications, staff vs manager, layout, functional behaviours. Mini wireframes TC-01–TC-04 below.

Clock actions (SoW)Records: Date/Time, Location, Device (optional), Geo-tag (if enabled)

Action

Clock In

Start Break

End Break

Clock Out

Shift view (both)Today’s shift schedule | Upcoming shifts | Worked hours summary

Attendance history (both)Daily records | Break durations | Total hours | Status (On time / Late / Absent)

Notifications (SoW)Reminder to clock in | Reminder to clock out | Break limit alerts

Role

Staff

Manager

Own use

Clock in/out themselves; request correction; view own history

+ Team attendance view (who is clocked in / late / absent / overtime)

Limitations

Cannot edit timestamps directly; approve changes; view other users’ attendance

—

Adjustment approvals (Mgr)

—

Approve edit requests; add missed punch; correct break time

Attendance actions (Mgr)

—

Force clock out (if permitted); add manual entry with reason; export attendance

Alerts (Mgr)

—

Late arrivals; no-show alerts; overtime warnings

Functional behavioursSoW §18.8.5

Layer

Rules

General

One active session per user; breaks must be within shift; geo restrictions if enabled

Staff

Cannot modify records; must request corrections

Manager

Only managers approve edits; can manage only their locations

System

All actions logged; automations may trigger on late

Page-Level Mini WireframesTime ClockLow-Fidelity Screen Layout

Page TC-01: Staff — today
Status badge (Clocked In / On Break / Clocked Out). Primary CTA: Clock In or Clock Out. Shift info: start/end, next shift. Worked hours summary. Tab strip: Today | Schedule | History.

Page TC-02: Staff — history
Daily records table: date, clock in/out, break duration, total hours, status (On time / Late / Absent). Request correction link per row (if allowed).

Page TC-03: Manager — team & requests
Team list: name, status (in / out / break), location, hours today. Approvals queue: pending edit requests. Actions: Approve | Reject; Add missed punch; Correct break.

Page TC-04: Mobile
Large Clock In/Out button; status strip; quick break toggle. Alerts banner for reminders (clock in/out, break limit).

Flow — Next
Edit request → Manager Approvals time queue. Export → download. Dashboard attendance snapshot → same data.

Related
Schedule source → Scheduling; approval queue → Approvals; alerts → Notification Center.

Example — attendance (sample rows)Riyadh Branch · Today

User

Status

Clock in

Break

Total

A. Rahman

Clocked In

07:58

30m

5h 12m

M. Khan

On Break

08:15 (Late)

—

4h 45m

J. Lee

Clocked Out

08:00

1h

8h (complete)

Go to Related Module
Time edit approvals → Manager Approvals. Schedule context → Scheduling & Time Clock. Dashboard widget → same module. Reporting → Reporting (if entitled).

Document Center (Staff & Manager)

SoW §18.7

Previous in flow
Dashboard doc-ack counts · My Tasks (Document acknowledgement rows) · Logbook announcements linking to policies.

SoW coverage (this section)
§18.7 Document Center — library view, common actions, acknowledgement flow, filters, staff vs manager, layout, functional behaviours. Mini wireframes DC-01–DC-04 below.

Document library (SoW)Columns

Field

Document Title

Type

Version

Last Updated

Location Scope

Ack Required

Common actions (both)Open preview | Download (if allowed) | Search | Filter by category or type

Acknowledgement flow (if required)“I have read and understood” button | Date & time capture | Digital signature (optional)

Filters (SoW)Document type | Category | Location | Acknowledgement status

Role

Staff

Manager

Personal / team view

Personal compliance: documents assigned; pending acknowledgements; history of own acknowledgements

Team compliance: who acknowledged; who is pending; overdue acknowledgements

Reminder & reports (Mgr)

—

Send reminder (individual / bulk); escalate overdue; download acknowledgement list; view by location / role

Limitations

Cannot upload; cannot replace versions; cannot bypass acknowledgement; cannot view others’ status

Cannot acknowledge on behalf

Functional behavioursSoW §18.7.5

Layer

Rules

General

Users see only permitted documents; acknowledgement tied to version; new version resets acknowledgement

Staff

Cannot bypass acknowledgement; cannot view others’ status

Manager

Team status only for their locations; can send reminders but not acknowledge on behalf

System

All acknowledgements logged; automations may trigger on overdue

Page-Level Mini WireframesDocument CenterLow-Fidelity Screen Layout

Page DC-01: Staff — library
Filter bar + search. Table or cards with My Status chips (Pending / Acknowledged). Row actions: View | Download | Acknowledge. Pending filter default option.

Page DC-02: Acknowledgement modal
Preview pane or summary; checkbox + “I have read and understood”; timestamp on confirm; optional signature pad; Submit ack.

Page DC-03: Manager — Team Status tab
Matrix: User × Document (or flat list): Status, Date acknowledged, Overdue flag. Bulk reminder; Escalate selected overdue.

Page DC-04: Mobile
Stacked list; open PDF in-app viewer; one-tap Ack after scroll-to-end rule (if configured).

Flow — Next
After ack → My Status updates; task clears from My Tasks. Overdue → Notifications + manager escalation.

Related
Governance → Documents & Logbook (admin). Compliance export → Reporting.

Example — library (sample rows)Staff view

Document

Type

Ver

Updated

My status

Action

HACCP Policy

Policy

3.0

2026-03-01

Pending

Acknowledge

Cold chain SOP

SOP

2.1

2026-02-10

Acknowledged

View

Incident form

Form

1.0

2025-11-20

—

Download

Example — Team Status (Mgr)

User

Document

Status

Date

Row

A. Rahman

HACCP Policy v3

Pending

—

Row

M. Khan

HACCP Policy v3

Acknowledged

2026-03-18

Go to Related Module
Publishing & versions → Documents & Logbook. Task queue → My Tasks. Dashboard counts → Dashboard. Reports → Reporting.

Notification Center

SoW §18.9

Previous in flow
Dashboard bell / notifications preview · deep links from any module.

SoW coverage (this section)
§18.9 Notification Center — list, actions, categories, filters, delivery, staff vs manager, layout, behaviours. Mini wireframes NT-01–NT-03 below.

Shared (Staff & Manager)List + filters + deliverySoW §18.9

Notification list
Each row/card: Title, Message, Source Module, Date & Time, Priority, Status (Unread / Read).

User actions

Description

Open related item

Deep link to checklist, CAPA, audit, document, schedule, sensor, etc.

Mark as read

Single or bulk (where allowed)

Delete

If policy allows

Filter

By category, date, priority; keyword search

Categories (grouping)

Tasks

CAPA

Audits

Sensors

Documents

Schedule

System

Delivery channelsIn-app | Push | EmailPer tenant / user settings

Role

Staff

Manager

Receives

Personal: assigned tasks, CAPA assignments, doc ack requests, shift reminders, relevant sensor alerts

+ Team: overdue tasks, audits pending approval, CAPA awaiting verification, late clock-ins, critical sensor alerts

Limitations (Staff)

Cannot view others’ notifications; no team escalations; cannot change notification rules

—

Manager extras

—

Escalation view: view escalated alerts, reassign responsibility, trigger follow-up; bulk mark handled; send reminders to users

Page layoutTop: Unread count, Filter dropdown, SearchMain: Cards with module icons + priority colorsRight (optional): Preview + quick actions

Functional behaviour

Rule

General

Linked to source; click opens correct page; read status synced across devices

Staff

Only personal notifications

Manager

Team alerts for assigned locations; can act on escalations

System

Follows automation rules; throttling to prevent spam

Page-Level Mini WireframesNotification CenterLow-Fidelity Screen Layout

Page NT-01: Inbox
Unread badge; category chips; list with module icons + priority color; swipe or row: mark read, delete (if allowed).

Page NT-02: Detail / preview
Right panel or modal: full message, Open related item CTA, Mark read.

Page NT-03: Manager — escalations
Team alerts tab; bulk mark handled; reassign escalation; link to Approvals.

Example — notifications (sample)

Title

Source

Priority

Status

Checklist assigned: Hygiene Shift A

Tasks

High

Unread

CAPA CA-1012 assigned to you

CAPA

Critical

Unread

Document acknowledgement required

Documents

Medium

Read

Go to Related Module
Open item → My Tasks, CAPA, Documents, Schedule, Sensors. Preferences → Profile Settings.

Profile Settings

SoW §18.10

Previous in flow
Dashboard profile menu · any screen header avatar.

SoW coverage (this section)
§18.10 Profile Settings — profile, security, notification preferences, display preferences, help, tabs, actions, behaviours. Mini wireframes PF-01–PF-02 below.

Staff & ManagerOwn profile onlySoW §18.10

Tab

Content

Profile

Full name, phone, email (if editable), profile photo, preferred language, time zone (if enabled)

Security

Change password; enable MFA (if supported); last login activity; active sessions list

Notifications

In-app, email, push, SMS (if enabled); per category: Tasks, CAPA, Audits, Sensors, Documents, Schedule

Preferences

Dark / light mode; font size; default landing page

Activity Log

Read-only account activity

Help & Support
User guide link, contact support, app version info.

Actions
Save Changes, Change Password, Logout All Sessions.

Role limits (Staff & Manager)
Neither can change role, permissions, or access other users. Managers configure team in Company Admin, not here.

Functional behaviour

Rule

Edit scope

Users edit only their own profile

Email change

May require verification

Password

Must follow policy

Notification prefs

Apply immediately

Activity log

Read-only

Page-Level Mini WireframesProfile SettingsLow-Fidelity Screen Layout

Page PF-01: Tabbed settings
Left nav or top tabs: Profile | Security | Notifications | Preferences | Activity Log. Sticky Save on Profile/Preferences.

Page PF-02: Security
Change password form; MFA enrollment wizard; sessions table with Revoke; “Logout all sessions” footer.

Flow — Next
Notification toggles → Notification Center behaviour. Default landing → Dashboard or My Tasks.

Go to Related Module
Team/roles/locations → Company Users, Roles & Locations (not in profile). Support → help link. Version display for mobile/web.

Quality Control Web UX Wireframe

Platform Sitemap & Information Architecture

Authentication, Invite & Onboarding

Requirement Coverage Matrix (Clear Mapping)

Industry Pack Configuration Console

Manufacturing Pack Deep Screens

Reliability / SLA Operations Center

Support & Incident Portal

Admin Dashboard

Company Management - Multi-Step Wizard

Platform User Management

Coupon & Subscription Management

Admin Revenue Management

Modules Entitlement Screen

Admin System Settings

Company Dashboard

Company Profile & Settings

Company Subscription & Invoices

Users, Roles & Location Management

Template Library (Industry Packs)

Checklists & Forms Module

Inspections & Audits Module

CAPA Management

Sensors, IoT & QR Enforcement

Labeling Module

Automation Rule Engine

Scheduling & Time Clock

Documents, SOP & Logbook

Reporting & Analytics

Staff/Manager Dashboard (Role-Specific)

My Tasks / Team Tasks

Checklist / Audit Execution

CAPA Task Execution

Manager Approvals & Verifications

Logbook (Staff & Manager)

Time Clock (Staff & Manager)

Document Center (Staff & Manager)

Notification Center

Profile Settings