Krow-workspace/docs/MILESTONES/M4/planning/m4-discrepencies.md

M4 Planning Phase: Identified Discrepancies and Enhancements

Feedback and Discrepancies (Based on M3 Review done by Iliana)

Mobile Application (Client & Staff)

• Flexible Shift Locations: Feedback from the M3 review indicated a need for the ability to specify different locations for individual positions within an order on the mobile app. Currently, the web application handles this by requiring a separate shift for each location.

• Order Visibility Management: Currently, when an order is created with multiple positions, the "View Order" page displays them as separate orders. This is due to UI (prototype) cannot support multi-position views in the order. We should consider adopting the "legacy" app's approach to group these positions under a single order for better clarity.

• Cost Center Clarification: The purpose and functionality of the "Cost Center" field in the Hub creation process is not clear.

• Tax Form Data Completeness: Feedback noted that while tax forms are visible in the Staff mobile application, they appear to be missing critical information. This not clear.

Web Dashboard

• Role-Based Content Logic: The current web dashboard prototype contains some logical inconsistencies regarding user roles:

  • Client Dashboard: Currently includes Staff Availability, Staff Directory, and Staff Onboarding. Since workers (Staff) are managed by Vendors, these pages should be moved to the Vendor dashboard.

  • Vendor Dashboard: Currently includes "Teams and Hubs." Since Hubs are client-specific locations where staff clock in/out, these management pages should be moved to the Client dashboard.

  • Admin Dashboard Filtering: The Admin dashboard requires improved filtering capabilities. Admins should be able to select specific Clients or Vendors to filter related data, such as viewing only the orders associated with a chosen partner.

Proposed Features and Enhancements (Post-M3 Identification)

• Feature: Navigation to Hub Details from Coverage Screen (#321)

  • Description: Allow users to navigate directly to the Hub Details page by clicking on a hub within the Coverage Screen.

• Feature: Dedicated Hub Details Screen with Order History (#320)

  • Description: Develop a comprehensive Hub Details view that aggregates all hub-specific data, including historical order records.
  • Benefit: Centralizes information for better decision-making and easier access to historical data.

• Feature: Dedicated Order Details Screen

  • Description: Transition from displaying all order information on the primary "View Order" page to a dedicated "Order Details" screen. This screen will support viewing multiple positions within a single order.
  • Benefit:
    • Improved UX: Reduces complexity by grouping associated positions together and presenting them in a structured way.
    • Performance: Optimizes data loading by fetching detailed position information only when requested.

• Feature: Optimized Clock-In Page (#350)

  • Description: Remove the calendar component from the Clock-In page. Since workers only clock in for current-day assignments, the calendar is unnecessary.
  • Benefit: Simplifies the interface and reduces user confusion.

• Feature: Contextual Shift Actions

  • Description: Restrict the Clock-In page to show only active or upcoming shifts (starting within 30 minutes). Shift-specific actions (Clock-In/Clock-Out) should be performed within the specific Shift Details page.
  • Reasoning: This solves issues where staff cannot clock out of overnight shifts (shifts starting one day and ending the next) due to the current day-based UI.

• Feature: Dedicated Emergency Contact Management (#356)

  • Description: Replace the inline form in the "View Emergency Contact" page with a dedicated "Create Emergency Contact" screen.
  • Benefit: Standardizes the data entry process and improves UI organization within the Staff app.