Work-Via Platform

Complete Breakdown of Pages & Sub-Pages

Project Scope Summary

This document outlines the complete scope of the Instrukt platform, which is comprised of:

  • 16 Main Pages: These represent the primary screens for each core module across all user roles.
  • 23 Sub-Pages / Distinct Views: These include forms, detailed views, and specific functionalities within the main pages.

Part 1: Super Admin Panel (App Owner)

1. Super Admin Login Page Main Page

  • Details: A secure, separate login portal exclusively for the application owner to manage client accounts.

2. Organizations Dashboard Main Page

  • Details: Main landing page showing a filterable list of all client organizations with options to manage each one.
  • Features a primary "Create New Organization" button.

3. Create / Edit Organization Page Main Page

  • Details: A form to onboard a new client, define their subdomain or white-label domain, and create their initial Client Administrator account.

Part 2: Client Administrator Portal

4. Dashboard Main Page

  • Details: The main landing page after login, featuring analytics widgets for SOPs, tasks, users, and exams.

5. User Management Page Main Page

  • User List View: Sub-Page A searchable and filterable table of all users (filter by department, role).
  • Create/Edit User Form: Sub-Page A modal or page to add a new user or modify details for an existing one.
  • Bulk User Creation Page: Sub-Page An interface to upload a CSV/Excel file, processed in the background (using Celery) with email notifications upon completion.

6. Department Management Page Main Page

  • Department & Role List: Sub-Page Displays a list of all departments. Allows full CRUD on departments and roles within them. Lists users associated with each role.
  • Edit Department Users: Sub-Page Interface to manage user assignments within a specific department (for permitted admins).

7. Exam Management Page Main Page

  • Exam Library: Sub-Page A list of all created exams with full CRUD functionality, filterable by department.
  • Exam Creator/Editor: Sub-Page A dedicated interface to build an exam, add questions, and define rules.
  • Bulk Question Creation Page: Sub-Page For uploading a file of questions and answers.

8. Exam Results Page Main Page

  • Detailed Score Report: Sub-Page A granular, filterable report showing scores for each user. Can be filtered by department and specific exam.

9. SOP Management Page Main Page

  • SOP Library: Sub-Page A list of all SOPs with their current status. Provides full CRUD functionality.
  • SOP Creator/Editor: Sub-Page The main interface for building an SOP, including an integrated image editor and a view for SOP history (version control).
  • SOP Approval Page: Sub-Page A dedicated queue for managing submitted SOPs, categorized into Approved, Rejected, and Pending.

10. Task & Issue Management Page Main Page

  • Task List / Board: Sub-Page A filterable list or Kanban board of all tasks and issues.
  • Task Detail View: Sub-Page Shows a task's full description, attachments, and a Comments thread.
  • Create/Edit Task Form: Sub-Page For creating a new task, including settings for Recurring Tasks.

11. Settings Page Main Page

  • Branding Page: Sub-Page Provides options to upload a logo, favicon, and set the primary organization color scheme.

Part 3: End User Portal

12. Dashboard Main Page

  • Details: A personalized landing page listing all tasks, SOPs, and exams assigned to or mentioning the logged-in user.

13. Departments Page Main Page

  • Details: A directory to view department structures, roles, and users, with permission-based CRUD capabilities for authorized users.

14. SOP Page Main Page

  • My SOPs List: Sub-Page A list of all SOPs assigned to the user.
  • SOP Viewer: Sub-Page A clean, step-by-step interface for executing an SOP.
  • SOP Approval Page: Sub-Page For users who are designated as approvers, this shows the same queue as the admin's view.

15. Exams Page Main Page

  • My Exams List: Sub-Page Shows all exams assigned to the user and their status.
  • Exam Attempt Page: Sub-Page The interface where the user actively takes the exam.
  • My Results Page: Sub-Page A history of the user's past exam scores and attempts.

16. Task & Issue Management Page Main Page

  • My Tasks List / Board: Sub-Page A filtered view showing only tasks and issues assigned to the logged-in user.