From b1c5adb85f13de7af8bbb79969d8f945de829ed3 Mon Sep 17 00:00:00 2001 From: dhinesh-m24 Date: Fri, 20 Feb 2026 15:11:49 +0530 Subject: [PATCH] fix: update use-case.md file to match with updated prototype --- docs/ARCHITECTURE/web-application/use-case.md | 607 ++++++++++++++++-- 1 file changed, 538 insertions(+), 69 deletions(-) diff --git a/docs/ARCHITECTURE/web-application/use-case.md b/docs/ARCHITECTURE/web-application/use-case.md index a4f65c95..e36a1ac6 100644 --- a/docs/ARCHITECTURE/web-application/use-case.md +++ b/docs/ARCHITECTURE/web-application/use-case.md @@ -11,9 +11,10 @@ This document details the primary business actions and user flows within the **K * **Description:** Secure entry into the management console. * **Main Flow:** 1. User enters email and password on the login screen. - 2. System verifies credentials. + 2. System verifies credentials against authentication service. 3. System determines user role (Admin, Client, or Vendor). - 4. User is directed to their specific role-based dashboard. + 4. User is directed to their specific role-based dashboard with customizable widgets. + 5. System loads user-specific dashboard layout preferences. --- @@ -21,67 +22,257 @@ This document details the primary business actions and user flows within the **K ### 2.1 Global Operational Oversight * **Actor:** Admin -* **Description:** Monitoring the pulse of the entire platform. -* **Main Flow:** User accesses Admin Dashboard -> Views all active orders across all clients -> Monitors user registration trends. - -### 2.2 Marketplace & Vendor Management -* **Actor:** Admin -* **Description:** Expanding the platform's supply network. +* **Description:** Monitoring the pulse of the entire platform through a customizable dashboard. * **Main Flow:** - 1. User navigates to Marketplace. - 2. User invites a new Vendor via email. - 3. User sets global default rates for roles. - 4. User audits vendor performance scores. + 1. User accesses Admin Dashboard with global metrics. + 2. Views fill rate, total spend, performance score, and active events. + 3. Monitors today's orders with status indicators (RAPID, Fully Staffed, Partial Staffed). + 4. Reviews action items prioritized by urgency (critical, high, medium). + 5. Accesses ecosystem visualization showing connections between Buyers, Enterprises, Sectors, Partners, and Vendors. + 6. Customizes dashboard widget layout via drag-and-drop. -### 2.3 System Administration +### 2.2 Vendor & Partner Management * **Actor:** Admin -* **Description:** Configuring platform-wide settings and security. -* **Main Flow:** User updates system configurations -> Reviews security audit logs -> Manages internal support tickets. +* **Description:** Managing the vendor network and partnerships. +* **Main Flow:** + 1. User navigates to Vendor Marketplace. + 2. Reviews vendor approval status and performance metrics. + 3. Sets vendor tier levels (Approved Vendor, Gold Vendor). + 4. Monitors vendor CSAT scores and compliance rates. + 5. Views vendor rate books and service rates. + +### 2.3 Order & Schedule Management +* **Actor:** Admin +* **Description:** Overseeing all orders across the platform. +* **Main Flow:** + 1. User views all orders with filtering by status (All, Upcoming, Active, Past, Conflicts). + 2. Reviews order details including business, hub, date/time, assigned staff. + 3. Monitors assignment status (Requested vs Assigned counts). + 4. Detects and resolves scheduling conflicts. + 5. Accesses schedule view for visual timeline. + +### 2.4 Workforce Management +* **Actor:** Admin +* **Description:** Managing platform-wide workforce. +* **Main Flow:** + 1. User navigates to Staff Directory. + 2. Views staff with filters (position, department, hub, profile type). + 3. Monitors compliance status (background checks, certifications). + 4. Reviews staff performance metrics (rating, reliability score, shift coverage). + 5. Manages onboarding workflows for new staff. + +### 2.5 Analytics & Reporting +* **Actor:** Admin +* **Description:** Generating insights through reports and activity logs. +* **Main Flow:** + 1. User accesses Reports Dashboard. + 2. Selects report type (Staffing Cost, Staff Performance, Operational Efficiency, Client Trends). + 3. Configures report parameters and filters. + 4. Views report insights with AI-generated recommendations. + 5. Exports reports in multiple formats (PDF, Excel, CSV). + 6. Reviews Activity Log for audit trail. --- ## 3. Client Executive Workflows -### 3.1 Strategic Insights (Savings Engine) +### 3.1 Dashboard Overview * **Actor:** Client Executive -* **Description:** Using AI to optimize labor spend. +* **Description:** Personalized dashboard for order and labor management. * **Main Flow:** - 1. User opens the Savings Engine. - 2. User reviews identified cost-saving opportunities. - 3. User clicks "Approve Strategy" to implement recommendations (e.g., vendor consolidation). + 1. User opens Client Dashboard with customizable widgets. + 2. Views action items (overdue invoices, unfilled orders, rapid requests). + 3. Monitors key metrics (Today's Count, In Progress, Needs Attention). + 4. Reviews labor summary with cost breakdown by position. + 5. Analyzes sales analytics via pie charts. -### 3.2 Finance & Billing Management -* **Actor:** Client Executive / Finance Admin -* **Description:** Managing corporate financial obligations. -* **Main Flow:** User views all pending invoices -> Downloads detailed line-item reports -> Processes payments to Krow. +### 3.2 Order Management +* **Actor:** Client Executive / Operations Manager +* **Description:** Creating and managing staffing requests. +* **Main Flow:** + 1. User clicks "Order Now" or "RAPID Order" for urgent requests. + 2. Selects business, hub, and event details. + 3. Defines shifts with roles, counts, start/end times, and rates. + 4. Chooses order type (one-time, rapid, recurring, permanent). + 5. Enables conflict detection to prevent scheduling issues. + 6. Reviews detected conflicts before submission. + 7. Submits order to preferred vendor or marketplace. -### 3.3 Operations Overview +### 3.3 Vendor Discovery & Selection * **Actor:** Client Executive -* **Description:** High-level monitoring of venue operations. -* **Main Flow:** User views a summary of their venue orders -> Reviews ratings of assigned staff -> Monitors fulfillment rates. +* **Description:** Finding and managing vendor relationships. +* **Main Flow:** + 1. User navigates to Vendor Marketplace. + 2. Searches and filters vendors by region, category, rating, price. + 3. Views vendor profiles with metrics (staff count, rating, fill rate, response time). + 4. Expands vendor cards to view rate books by category. + 5. Sets preferred vendor for automatic order routing. + 6. Configures vendor preferences (locked vendors for optimization). + 7. Contacts vendors via integrated messaging. + +### 3.4 Savings Engine (Strategic Insights) +* **Actor:** Client Executive +* **Description:** Using AI to optimize labor spend and vendor mix. +* **Main Flow:** + 1. User opens Savings Engine. + 2. Reviews overview cards showing total spend, potential savings, fill rate. + 3. Selects analysis timeframe (7 days, 30 days, Quarter, Year). + 4. Navigates tabs for different insights: + - **Overview**: Dynamic dashboard with savings opportunities + - **Budget**: Budget utilization tracker + - **Strategies**: Smart operation strategies with AI recommendations + - **Predictions**: Cost forecasts and trend analysis + - **Vendors**: Vendor performance comparison + 5. Views actionable strategies (vendor consolidation, rate optimization). + 6. Exports analysis report. + +### 3.5 Finance & Invoicing +* **Actor:** Client Executive / Finance Admin +* **Description:** Managing invoices and payments. +* **Main Flow:** + 1. User views invoice list filtered by status (Open, Overdue, Paid, Disputed). + 2. Opens invoice detail to review line items by role and staff. + 3. Views from/to company information and payment terms. + 4. Downloads invoice in PDF or Excel format. + 5. Processes payment or disputes invoice with reason. + 6. Tracks payment history. + +### 3.6 Communication & Support +* **Actor:** Client Executive +* **Description:** Engaging with vendors and getting help. +* **Main Flow:** + 1. User accesses Message Center for conversations. + 2. Initiates conversation with vendors or admins. + 3. Views conversation threads grouped by type (client-vendor, client-admin). + 4. Accesses Tutorials for platform guidance. + 5. Submits support tickets via Support Center. --- ## 4. Vendor Workflows (Staffing Agency) -### 4.1 Vendor Operations (Order Fulfillment) +### 4.1 Vendor Dashboard +* **Actor:** Vendor Manager +* **Description:** Comprehensive view of operations and performance. +* **Main Flow:** + 1. User accesses Vendor Dashboard with customizable widgets. + 2. Views KPI cards (Orders Today, In Progress, RAPID, Staff Assigned). + 3. Monitors action items (urgent unfilled orders, expiring certifications, invoices to submit). + 4. Reviews recent orders table with assignment status. + 5. Accesses revenue carousel showing monthly revenue, total revenue, active orders. + 6. Views top clients by revenue and order count. + 7. Reviews client loyalty status (Champion, Loyal, At Risk). + 8. Monitors top performer staff by rating. + +### 4.2 Order Fulfillment * **Actor:** Vendor Manager * **Description:** Fulfilling client staffing requests. * **Main Flow:** - 1. User views incoming shift requests. - 2. User selects a shift. - 3. User uses the **Worker Selection Tool** to assign the best-fit staff. - 4. User confirms assignment. + 1. User views incoming orders via "Orders" section. + 2. Filters orders by tab (All, Conflicts, Upcoming, Active, Past). + 3. Reviews order details (business, hub, event, date/time, roles). + 4. Identifies RAPID orders (< 24 hours) needing immediate attention. + 5. Clicks "Assign Staff" to open Smart Assign Modal. + 6. Selects optimal staff based on skills, availability, and proximity. + 7. Confirms assignments and updates order status. + 8. Reviews conflict alerts for staff/venue overlaps. -### 4.2 Workforce Roster Management +### 4.3 Workforce Roster Management * **Actor:** Vendor Manager -* **Description:** Maintaining their agency's supply of workers. -* **Main Flow:** User navigates to Roster -> Adds new workers -> Updates compliance documents and certifications -> Edits worker profiles. +* **Description:** Managing agency's worker pool. +* **Main Flow:** + 1. User navigates to Staff Directory. + 2. Views staff with filtering options (profile type, position, department, hub). + 3. Toggles between grid and list view. + 4. Adds new staff via "Add Staff" button. + 5. Fills staff profile form (personal info, position, department, hub, contact). + 6. Edits existing staff profiles. + 7. Monitors staff metrics (rating, reliability score, shift coverage, cancellations). + 8. Reviews compliance status (background checks, certifications). -### 4.3 Vendor Finance +### 4.4 Staff Onboarding * **Actor:** Vendor Manager -* **Description:** Managing agency revenue and worker payouts. -* **Main Flow:** User views payout history -> Submits invoices for completed shifts -> Tracks pending payments from Krow. +* **Description:** Streamlined multi-step onboarding for new workers. +* **Main Flow:** + 1. User navigates to "Onboard Staff" section. + 2. Completes profile setup step (name, email, position, department). + 3. Uploads required documents (ID, certifications, licenses). + 4. Assigns training modules. + 5. Reviews completion status. + 6. Activates staff member upon completion. + +### 4.5 Compliance Management +* **Actor:** Vendor Manager +* **Description:** Maintaining workforce compliance standards. +* **Main Flow:** + 1. User accesses Compliance Dashboard. + 2. Views compliance metrics (background check status, certification expiry). + 3. Filters staff needing attention. + 4. Updates compliance documents in Document Vault. + 5. Tracks certification renewal deadlines. + +### 4.6 Schedule & Availability +* **Actor:** Vendor Manager +* **Description:** Managing staff availability and schedules. +* **Main Flow:** + 1. User navigates to Staff Availability. + 2. Views calendar-based availability grid. + 3. Updates staff availability preferences. + 4. Accesses Schedule view for visual timeline of assignments. + 5. Identifies gaps and conflicts. + +### 4.7 Client Relationship Management +* **Actor:** Vendor Manager +* **Description:** Managing client accounts and preferences. +* **Main Flow:** + 1. User navigates to Clients section. + 2. Views client list with business details. + 3. Adds new client accounts. + 4. Edits client information (contact, address, hubs, departments). + 5. Configures client preferences (favorite staff, blocked staff). + 6. Sets ERP integration details (vendor ID, cost center, EDI format). + +### 4.8 Rate Management +* **Actor:** Vendor Manager +* **Description:** Managing service rates and pricing. +* **Main Flow:** + 1. User accesses Service Rates section. + 2. Views rate cards by client and role. + 3. Creates new rate entries (role, client rate, employee wage). + 4. Configures markup percentage and vendor fee. + 5. Sets approved cap rates. + 6. Activates/deactivates rates. + +### 4.9 Vendor Finance & Invoicing +* **Actor:** Vendor Manager +* **Description:** Managing revenue and submitting invoices. +* **Main Flow:** + 1. User views invoice list for completed orders. + 2. Auto-generates invoices from completed events. + 3. Reviews invoice details with staff entries and line items. + 4. Edits invoice before submission if needed. + 5. Submits invoice to client. + 6. Tracks invoice status (Draft, Open, Confirmed, Paid). + 7. Downloads invoice for records. + +### 4.10 Performance Analytics +* **Actor:** Vendor Manager +* **Description:** Monitoring vendor performance metrics. +* **Main Flow:** + 1. User accesses Performance section. + 2. Reviews fill rate, on-time performance, client satisfaction. + 3. Views staff performance leaderboard. + 4. Analyzes revenue trends by client and timeframe. + +### 4.11 Savings Engine (Growth Opportunities) +* **Actor:** Vendor Manager +* **Description:** Identifying growth and optimization opportunities. +* **Main Flow:** + 1. User opens Savings Engine with vendor-specific tabs. + 2. Reviews performance metrics and benchmarks. + 3. Identifies opportunities to improve ratings and win more business. + 4. Views workforce utilization statistics. + 5. Analyzes growth forecasts. --- @@ -90,16 +281,181 @@ This document details the primary business actions and user flows within the **K ### 5.1 Order Details & History * **Actor:** All Roles * **Description:** Accessing granular data for any specific staffing request. -* **Main Flow:** User clicks any order ID -> System displays shift times, roles, assigned staff, and audit history. +* **Main Flow:** + 1. User clicks any order ID from lists or dashboards. + 2. System displays comprehensive order information: + - Event details (name, business, hub, date, time) + - Shift configuration with roles, counts, and rates + - Assigned staff with profiles + - Status history and audit trail + - Detected conflicts (if any) + - Invoice linkage (if completed) + 3. User can edit order (if permissions allow). + 4. User can assign/reassign staff. + 5. User can view related invoices. ### 5.2 Invoice Detail View * **Actor:** Admin, Client, Vendor * **Description:** Reviewing the breakdown of costs for a billing period. -* **Main Flow:** User opens an invoice -> System displays worker names, hours worked, bill rates, and total totals per role. +* **Main Flow:** + 1. User opens an invoice from the invoice list. + 2. System displays invoice header (invoice number, dates, status, parties). + 3. Views detailed breakdown: + - Roles section with staff entries per role + - Hours worked (regular, overtime, double-time) + - Bill rates and totals per role + - Additional charges + - Subtotal and grand total + 4. Reviews payment terms and PO reference. + 5. Downloads invoice in PDF or Excel. + 6. Copies invoice data to clipboard. + 7. Sends invoice via email (vendor role). + 8. Approves or disputes invoice (client role). + +### 5.3 Task Board +* **Actor:** All Roles +* **Description:** Collaborative task management across teams. +* **Main Flow:** + 1. User accesses Task Board. + 2. Views tasks in columns by status (Pending, In Progress, On Hold, Completed). + 3. Drags tasks between columns to update status. + 4. Creates new tasks with details (name, description, priority, due date). + 5. Assigns tasks to team members. + 6. Adds comments and attachments to tasks. + 7. Filters tasks by department, priority, or assignee. + +### 5.4 Message Center +* **Actor:** All Roles +* **Description:** Cross-platform communication hub. +* **Main Flow:** + 1. User accesses Message Center. + 2. Views conversation list with unread counts. + 3. Filters by conversation type (client-vendor, client-admin, internal). + 4. Opens conversation thread. + 5. Sends messages with attachments. + 6. Views system-generated messages for automated events. + 7. Archives completed conversations. + +### 5.5 Reports & Analytics +* **Actor:** All Roles (with role-specific access) +* **Description:** Data-driven insights and custom reporting. +* **Main Flow:** + 1. User accesses Reports Dashboard. + 2. Selects from report types: + - Staffing Cost Report + - Staff Performance Report + - Operational Efficiency Report + - Client Trends Report + - Custom Report Builder + 3. Configures report parameters (date range, filters, grouping). + 4. Views AI-generated insights banner with key findings. + 5. Exports report in preferred format. + 6. Schedules recurring reports for automated delivery. + 7. Saves report templates for reuse. + +### 5.6 Teams Management +* **Actor:** Admin, Client, Vendor +* **Description:** Creating and managing staff teams. +* **Main Flow:** + 1. User navigates to Teams section. + 2. Views team list with member counts. + 3. Creates new team with name and description. + 4. Adds team members from staff directory. + 5. Views team detail page with member profiles. + 6. Assigns teams to orders as groups. + +### 5.7 Staff Conflict Detection +* **Actor:** Admin, Vendor +* **Description:** Automated detection of scheduling conflicts. +* **Main Flow:** + 1. System automatically detects conflicts when creating/editing orders: + - **Staff Overlap**: Same staff assigned to overlapping shifts + - **Venue Overlap**: Same venue booked for overlapping times + - **Time Buffer**: Insufficient travel time between assignments + 2. System assigns severity level (Critical, High, Medium, Low). + 3. Displays conflict alerts with details (conflicting event, staff, location). + 4. User resolves conflicts before finalizing order. + 5. System tracks conflict resolution in audit log. + +### 5.8 Dashboard Customization +* **Actor:** All Roles +* **Description:** Personalizing dashboard layouts. +* **Main Flow:** + 1. User clicks "Customize Dashboard" button. + 2. Enters customization mode with drag-and-drop interface. + 3. Reorders widgets by dragging. + 4. Hides/shows widgets using visibility controls. + 5. Previews changes in real-time. + 6. Saves layout preferences to user profile. + 7. Resets to default layout if desired. + +--- + +## 6. Advanced Features + +### 6.1 Smart Assignment Engine (Vendor) +* **Actor:** Vendor Manager +* **Description:** AI-powered staff assignment optimization. +* **Main Flow:** + 1. User clicks "Smart Assign" on an order. + 2. System analyzes requirements (skills, location, time, availability). + 3. Engine scores available staff based on: + - Skill match + - Proximity to venue + - Past performance + - Availability + - Client preferences + 4. Presents ranked staff recommendations. + 5. User reviews suggestions and confirms assignments. + +### 6.2 Auto-Invoice Generation +* **Actor:** Vendor Manager +* **Description:** Automated invoice creation from completed orders. +* **Main Flow:** + 1. When order status changes to "Completed", system triggers auto-invoice. + 2. System aggregates staff entries, hours, and rates. + 3. Generates invoice line items by role. + 4. Calculates totals (regular, overtime, double-time). + 5. Applies additional charges if configured. + 6. Creates draft invoice for vendor review. + 7. Vendor reviews and submits to client. + +### 6.3 Vendor Preferences & Optimization (Client) +* **Actor:** Client Executive +* **Description:** Configuring vendor routing and procurement strategies. +* **Main Flow:** + 1. User accesses Client Vendor Preferences panel. + 2. Sets preferred vendor for automatic order routing. + 3. Configures locked vendors (never used for optimization). + 4. Enables/disables procurement optimization. + 5. System respects preferences when suggesting vendors in Savings Engine. + +### 6.4 Contract Conversion & Tier Optimization +* **Actor:** Admin, Client (via Savings Engine) +* **Description:** Analyzing opportunities to move spend to preferred vendors. +* **Main Flow:** + 1. User accesses "Conversion Map" tab in Savings Engine. + 2. Views non-contracted spend by vendor. + 3. System identifies conversion opportunities to approved/gold vendors. + 4. Reviews potential savings from rate arbitrage. + 5. Approves conversion strategy. + 6. System routes future orders accordingly. + +### 6.5 Predictive Savings Model +* **Actor:** Admin, Client +* **Description:** Forecasting cost savings through AI analysis. +* **Main Flow:** + 1. User accesses "Predictions" tab in Savings Engine. + 2. System analyzes historical spend, rates, and vendor performance. + 3. Generates forecasts for 7 days, 30 days, quarter, year. + 4. Identifies rate optimization opportunities. + 5. Recommends vendor consolidation strategies. + 6. Shows projected ROI for each strategy. --- # Use Case Diagram + ```mermaid flowchart TD subgraph AccessControl [Access & Authentication] @@ -118,53 +474,166 @@ flowchart TD subgraph AdminWorkflows [Admin Workflows] AdminDash --> GlobalOversight[Global Oversight] + GlobalOversight --> EcosystemWheel[Ecosystem Wheel] GlobalOversight --> ViewAllOrders[View All Orders] - GlobalOversight --> ViewAllUsers[View All Users] + GlobalOversight --> ActionItems[Action Items] - AdminDash --> MarketplaceMgmt[Marketplace Management] - MarketplaceMgmt --> OnboardVendor[Onboard Vendor] - MarketplaceMgmt --> ManageRates[Manage Global Rates] + AdminDash --> VendorMgmt[Vendor Management] + VendorMgmt --> ApproveVendors[Approve Vendors] + VendorMgmt --> SetTiers[Set Vendor Tiers] - AdminDash --> SystemAdmin[System Administration] - SystemAdmin --> ConfigSettings[Configure Settings] - SystemAdmin --> AuditLogs[View Audit Logs] + AdminDash --> WorkforceMgmt[Workforce Management] + WorkforceMgmt --> StaffDirectory[Staff Directory] + WorkforceMgmt --> Compliance[Compliance Dashboard] + + AdminDash --> AnalyticsReports[Analytics & Reports] + AnalyticsReports --> ReportsDashboard[Reports Dashboard] + AnalyticsReports --> ActivityLog[Activity Log] end subgraph ClientWorkflows [Client Executive Workflows] - ClientDash --> ClientInsights[Strategic Insights] - ClientInsights --> SavingsEngine[Savings Engine] - SavingsEngine --> ViewOpp[View Opportunity] - ViewOpp --> ApproveStrategy[Approve Strategy] + ClientDash --> ClientActionItems[Action Items] + ClientActionItems --> ReviewAlerts[Review Alerts] - ClientDash --> ClientFinance[Finance & Billing] + ClientDash --> OrderMgmt[Order Management] + OrderMgmt --> CreateOrder[Create Order] + CreateOrder --> DefineShifts[Define Shifts & Roles] + DefineShifts --> ConflictDetection[Conflict Detection] + ConflictDetection --> SubmitOrder[Submit Order] + + OrderMgmt --> ViewMyOrders[View My Orders] + ViewMyOrders --> OrderDetail[Order Detail] + + ClientDash --> VendorDiscovery[Vendor Discovery] + VendorDiscovery --> BrowseMarketplace[Browse Marketplace] + BrowseMarketplace --> SetPreferred[Set Preferred Vendor] + BrowseMarketplace --> ContactVendor[Contact Vendor] + + ClientDash --> SavingsEngine[Savings Engine] + SavingsEngine --> AnalyzeSpend[Analyze Spend] + AnalyzeSpend --> ViewStrategies[View Strategies] + ViewStrategies --> ApproveStrategy[Approve Strategy] + SavingsEngine --> PredictiveSavings[Predictive Savings] + SavingsEngine --> ConversionMap[Conversion Map] + + ClientDash --> ClientFinance[Finance & Invoicing] ClientFinance --> ViewInvoices[View Invoices] - ClientFinance --> PayInvoice[Pay Invoice] + ViewInvoices --> InvoiceDetail[Invoice Detail] + InvoiceDetail --> PayInvoice[Pay Invoice] + InvoiceDetail --> DisputeInvoice[Dispute Invoice] - ClientDash --> ClientOps[Operations Overview] - ClientOps --> ViewMyOrders[View My Orders] - ClientOps --> ViewMyStaff[View Assigned Staff] + ClientDash --> Communication[Communication] + Communication --> MessageCenter[Message Center] + Communication --> SupportCenter[Support Center] end subgraph VendorWorkflows [Vendor Workflows] - VendorDash --> VendorOps[Vendor Operations] - VendorOps --> ViewRequests[View Shift Requests] - ViewRequests --> AssignWorker[Assign Worker] - VendorOps --> ManageRoster[Manage Worker Roster] - ManageRoster --> UpdateWorkerProfile[Update Worker Profile] + VendorDash --> VendorKPIs[KPI Dashboard] + VendorKPIs --> RevenueStats[Revenue Stats] + VendorKPIs --> TopClients[Top Clients] + VendorKPIs --> TopPerformers[Top Performers] - VendorDash --> VendorFinance[Vendor Finance] - VendorFinance --> ViewPayouts[View Payouts] + VendorDash --> OrderFulfillment[Order Fulfillment] + OrderFulfillment --> ViewOrders[View Orders] + ViewOrders --> FilterOrders[Filter Orders] + FilterOrders --> AssignStaff[Smart Assign Staff] + AssignStaff --> ResolveConflicts[Resolve Conflicts] + + VendorDash --> RosterMgmt[Roster Management] + RosterMgmt --> StaffDir[Staff Directory] + StaffDir --> AddStaff[Add Staff] + StaffDir --> EditStaff[Edit Staff] + StaffDir --> ViewMetrics[View Staff Metrics] + + RosterMgmt --> OnboardStaff[Onboard Staff] + OnboardStaff --> ProfileSetup[Profile Setup] + ProfileSetup --> UploadDocs[Upload Documents] + UploadDocs --> AssignTraining[Assign Training] + AssignTraining --> ActivateStaff[Activate Staff] + + VendorDash --> ComplianceMgmt[Compliance Management] + ComplianceMgmt --> ComplianceDash[Compliance Dashboard] + ComplianceDash --> DocumentVault[Document Vault] + ComplianceDash --> CertTracking[Certification Tracking] + + VendorDash --> ScheduleAvail[Schedule & Availability] + ScheduleAvail --> StaffAvailability[Staff Availability] + ScheduleAvail --> ScheduleView[Schedule View] + + VendorDash --> ClientMgmt[Client Management] + ClientMgmt --> ManageClients[Manage Clients] + ManageClients --> ClientPrefs[Client Preferences] + + VendorDash --> RateMgmt[Rate Management] + RateMgmt --> ServiceRates[Service Rates] + ServiceRates --> RateCards[Rate Cards] + + VendorDash --> VendorFinance[Finance] + VendorFinance --> AutoInvoice[Auto-Generate Invoice] VendorFinance --> SubmitInvoice[Submit Invoice] + VendorFinance --> TrackPayments[Track Payments] + + VendorDash --> VendorPerformance[Performance Analytics] + VendorPerformance --> FillRate[Fill Rate] + VendorPerformance --> CSAT[Client Satisfaction] + VendorPerformance --> RevenueAnalysis[Revenue Analysis] end subgraph SharedModules [Shared Functional Modules] - ViewAllOrders -.-> OrderDetail[Order Details] - ViewMyOrders -.-> OrderDetail - ViewRequests -.-> OrderDetail + TaskBoard[Task Board] -.-> Tasks[Manage Tasks] + Tasks -.-> DragDrop[Drag & Drop Status] - AssignWorker -.-> WorkerSelection[Worker Selection Tool] + MessageCenter -.-> Conversations[Conversations] + Conversations -.-> SendMessage[Send Message] - ViewInvoices -.-> InvoiceDetail[Invoice Detail View] - SubmitInvoice -.-> InvoiceDetail + ReportsDashboard -.-> ReportTypes[Report Types] + ReportTypes -.-> CustomBuilder[Custom Report Builder] + ReportTypes -.-> ScheduledReports[Scheduled Reports] + ReportTypes -.-> ExportReport[Export Report] + + TeamsModule[Teams] -.-> CreateTeam[Create Team] + CreateTeam -.-> AddMembers[Add Members] + + DashboardCustom[Dashboard Customization] -.-> DragWidgets[Drag Widgets] + DragWidgets -.-> HideShow[Hide/Show Widgets] + HideShow -.-> SaveLayout[Save Layout] end ``` + +--- + +## Summary of Key Enhancements + +**Compared to the original document, this updated version includes:** + +1. **Detailed Dashboard Workflows**: Comprehensive descriptions of customizable dashboards for each role with specific widgets and metrics. + +2. **Advanced Order Management**: Multi-step order creation with shift configuration, conflict detection, and order type options (one-time, rapid, recurring, permanent). + +3. **Smart Assignment**: AI-powered staff assignment engine for vendors to optimize worker selection. + +4. **Savings Engine**: Detailed AI-driven cost optimization workflows with predictive modeling, vendor conversion strategies, and budget tracking. + +5. **Vendor Marketplace**: Complete vendor discovery and selection process with filtering, rate comparison, and preference settings. + +6. **Enhanced Finance**: Auto-invoice generation, detailed invoice views, export capabilities, and dispute resolution. + +7. **Onboarding Workflow**: Multi-step staff onboarding process for vendors. + +8. **Compliance Management**: Dedicated compliance dashboard and document vault. + +9. **Conflict Detection**: Automated scheduling conflict detection with severity levels. + +10. **Communication Hub**: Integrated message center for cross-platform communication. + +11. **Teams Management**: Team creation and assignment workflows. + +12. **Advanced Analytics**: Multiple report types, custom report builder, scheduled reports, and AI-generated insights. + +13. **Dashboard Customization**: Drag-and-drop widget management with layout persistence. + +14. **Schedule & Availability**: Calendar-based staff availability management with visual schedule view. + +15. **Client & Rate Management**: Vendor-side client relationship and service rate management. + +This document now accurately reflects the robust feature set implemented in the krow_web_application.