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feat: refine user feedback and information clarity in product specification

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This commit is contained in:
Achintha Isuru
2026-03-10 23:58:50 -04:00
parent 2071585158
commit e0f7c161a9
1 changed files with 30 additions and 34 deletions
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docs/DESIGN/product-specification.md
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@@ -277,8 +277,8 @@ Provide clients with a customizable dashboard showing key business metrics, quic
- Module visibility preferences (shown/hidden for each)
**Information Provided to User:**
- Visual feedback during customization process
- Immediate visibility changes when toggling metrics
- Feedback during customization process
- Immediate updates when toggling metrics
- Confirmation of saved preferences ("Layout saved")
- Personalized dashboard reflecting choices
@@ -338,7 +338,7 @@ Manage invoices, review spending, and approve payments for completed shifts. Cli
**Information Provided to User:**
- Total spending amount for period (prominently displayed)
- Visual or categorical breakdown of spending
- Spending breakdown by category
- Pending invoices summary (quantity and total amount)
- Historical invoice list with key details
@@ -451,7 +451,7 @@ Provide real-time visibility into daily staffing levels, unfilled positions, and
**Information Provided to User:**
- Coverage metrics and percentages
- Visual status indicators for each shift
- Status information for each shift
- Critical alerts for staffing gaps
- Complete shift details with assignment status
@@ -1020,36 +1020,33 @@ Provide comprehensive business intelligence through various report types. Client
#### Story 2: View Performance Report (KPIs)
**As a** client
**I want to** see my business performance KPIs with visual indicators
**I want to** see my business performance KPIs with status context
**So that** I can identify areas needing improvement
**User Flow:**
1. User taps "Performance Report" from hub
2. User sees date/period selector
3. Report displays:
**Task Flow:**
1. User accesses Performance Report
2. User selects time period for analysis
3. System presents overview displaying:
- **Overall Performance Score**: 0-100 with rating (Excellent ≥90, Good 75-89, Needs Work <75)
- **4 Key Performance Indicators**:
- **Fill Rate**: Percentage of positions filled (Target: 95%)
- **Completion Rate**: Percentage of shifts completed without issues
- **On-Time Rate**: Percentage of workers arriving on time
- **Average Fill Time**: How quickly positions are filled (Target: 3 hours)
4. Each KPI shows:
- Progress bar with percentage
- Color coding: Green (≥90%), Yellow (75-89%), Red (<75%)
- Comparison to target
5. User can change period to see trends
4. Each KPI shows current value, percentage, and comparison to target
5. User can change period to see trends over time
**Inputs:**
- Date/period selection
**Information Required:**
- Time period selection
**Outputs:**
- Overall score with rating
- 4 KPI cards with progress bars and colors
- Visual indicators for meeting/missing targets
**Information Provided to User:**
- Overall performance score with rating label
- Individual KPI values with percentage and target comparison
- Trend data when different periods are selected
**Edge Cases:**
- Insufficient data: Shows "Need more data to calculate" message
- All KPIs excellent: Green theme with celebration message
- Insufficient data: Message indicating "Need more data to calculate"
- All KPIs meeting targets: Positive feedback message
---
@@ -1064,7 +1061,7 @@ Provide comprehensive business intelligence through various report types. Client
3. System presents financial analysis displaying:
- **Total Spend**: Prominently displayed total expenditure for selected period
- **Spending Breakdown** across multiple dimensions:
- By business location (visual distribution)
- By business location
- By role or position type
- By day of week
- Cost per hour metrics
@@ -1075,7 +1072,6 @@ Provide comprehensive business intelligence through various report types. Client
**Information Provided to User:**
- Total expenditure amount
- Visual data representations (pie, bar, line formats)
- Multi-dimensional spending breakdown
- Trend analysis over time
@@ -1132,7 +1128,7 @@ Provide comprehensive business intelligence through various report types. Client
- By position type
- By day of week
- By time of day
- Trend visualization showing coverage changes over time
- Trend analysis showing coverage changes over time
4. User identifies patterns in low-coverage periods or locations
**Information Required:**
@@ -1163,7 +1159,7 @@ Provide comprehensive business intelligence through various report types. Client
- Available worker supply trend projections
- Gap analysis comparing demand against supply
- Strategic recommendations (e.g., "Consider posting shifts earlier to improve fill rates")
3. User reviews projections and trend visualizations
3. User reviews projections and trend analysis
**Information Required:**
- Optional date range for forecast period
@@ -1513,7 +1509,7 @@ Provide workers with a personalized dashboard showing shift summaries, recommend
**Edge Cases:**
- No shifts scheduled today: Message "No shifts scheduled today" with access to shift discovery
- Incomplete profile: Banner prompting profile completion to unlock shift recommendations and features
- Incomplete profile: System notification prompting profile completion to unlock shift recommendations and features
- No recommended shifts: Alternative messaging suggesting profile enhancement or shift marketplace browsing
---
@@ -1745,7 +1741,7 @@ Comprehensive shift management including browsing available shifts (marketplace)
- No assigned shifts: Message "No upcoming shifts. Browse available shifts in Find tab."
- Cancelled shifts: Display with "Cancelled" status
- Past shifts: May display with "View Feedback" or "View Details" capability
- Conflicting shifts: Visual indicators or warnings
- Conflicting shifts: Warnings or conflict notifications
---
@@ -1928,7 +1924,7 @@ Allow workers to set their weekly availability, indicating which days and times
- Optional: Time slot availability within each day
**Information Provided to User:**
- Visual confirmation of status changes
- Confirmation of status changes
- Automatic save confirmation
- Updated availability reflected in shift matching algorithm
@@ -2016,8 +2012,8 @@ Track earnings, view payment history, and access early pay options. Workers can
- Total account balance (prominently displayed)
- Amount available for early payment access
- Next scheduled payout date
- **Earnings Trend Visualization**:
- Visual representation of earnings over time
- **Earnings Trend Analysis**:
- Earnings data over time
- Selectable time periods (Day, Week, Month)
- **Payment History Preview**:
- Recent transaction summary
@@ -2028,7 +2024,7 @@ Track earnings, view payment history, and access early pay options. Workers can
**Information Provided to User:**
- Current balance amount
- Earnings trend visualization
- Earnings trend analysis
- Payment history preview
**Edge Cases:**
@@ -2419,7 +2415,7 @@ graph TD
A[Start: Navigate to Compliance - Tax Forms] --> B[View Required Forms List]
B --> C{Forms Uploaded?}
C -->|No| D[See Required Forms<br/>W-4, W-9, State Tax]
C -->|Yes| E[See Uploaded Status<br/>Green Checkmarks]
C -->|Yes| E[See Uploaded Status<br/>Completed Status Shown]
D --> F[Tap Upload Form Button]
F --> G{Choose Upload Method}
G -->|Camera| H[Open Camera<br/>Capture Document]
@@ -2440,7 +2436,7 @@ graph TD
R --> S[Status Changes to Pending Review]
S --> T[Admin Reviews if Required]
T --> U{Approved?}
U -->|Yes| V[Status: Verified Green Check]
U -->|Yes| V[Status: Verified]
U -->|No| W[Status: Rejected - Reason Shown]
W --> F
```