UI Guide

This guide walks through the main dashboard and admin flows.

Dashboard

Caption: Main dashboard with KPI cards, charts, and recent jobs.

• What it does: gives a live view of workload, SLA health, and recent activity.
• What users can do: scan metrics, spot breaches, and open the latest work.
• What data is shown: ticket counts, compliance, trends, and recent jobs.

Tickets / Jobs

Caption: Maintenance jobs table with status, SLA, and assignment columns.

• What it does: lists every ticket the user can access.
• What users can do: filter, sort, open, edit, export, and track status.
• What data is shown: title, tenant, priority, SLA state, technician, and timestamps.

Technicians

Caption: Technician list with workload, skills, and availability.

• What it does: shows the dispatch pool for operations users.
• What users can do: add technicians, review profiles, assign work, or update status.
• What data is shown: skills, location, load, availability, and contact actions.

Caption: Row actions for technician management.

Caption: Technician creation form used to register dispatch-ready staff.

Buildings

Caption: Buildings view with ticket and SLA indicators.

• What it does: groups work by property.
• What users can do: inspect building load, create buildings, and manage property context.
• What data is shown: building name, unit counts, active tickets, and status markers.

Caption: Building creation form for new property records.

Users

Caption: User directory with roles and account status.

• What it does: manages access across tenant, technician, manager, operations, and admin roles.
• What users can do: review accounts and maintain role coverage.
• What data is shown: names, emails, roles, statuses, and building scope.

Chat

Caption: Ticket-linked chat workspace for operational communication.

• What it does: keeps ticket communication in one place.
• What users can do: exchange updates with technicians and stakeholders.
• What data is shown: message history, sender details, and ticket context.

Settings

SLA

Caption: SLA rules by priority in System Configuration.

• What it does: controls ticket deadlines and escalation timing.
• What users can do: adjust response, resolution, and escalation windows.
• What data is shown: rule values by priority.

AI

Caption: AI confidence and auto-assignment controls.

• What it does: configures AI intake behavior.
• What users can do: set confidence thresholds and auto-assignment options.
• What data is shown: model metadata and runtime toggles.

Notifications

Caption: In-app notifications with unread state.

Caption: Notification preferences for ticket and SLA events.

Caption: Full event list for alert routing.

• What it does: controls which events trigger alerts.
• What users can do: turn notifications on or off per event type.
• What data is shown: new tickets, SLA risk, breach, escalation, completion, and chat events.

Security

Caption: Security settings for passwords, sessions, and audit logging.

Caption: Account profile editing modal.

Caption: Password and security preferences.

• What it does: protects account access and session behavior.
• What users can do: update profile details, adjust password, and review security options.
• What data is shown: profile data, password policy, timeout, and audit settings.

Common Flows

Creating a ticket

1. Open Tickets / Jobs.
2. Create a ticket manually or let chat create it.
3. Review the new row in the jobs table.

Caption: New ticket row showing SLA, priority, and assignment details.

Monitoring SLA

1. Open the jobs table or SLA settings.
2. Check status, due times, and escalation level.
3. Watch the dashboard update as the ticket ages.

Caption: SLA settings that control timing and escalation behavior.

Viewing metrics

1. Open the dashboard landing page.
2. Read KPI cards and charts.
3. Use the values to confirm workload and compliance.

Caption: KPI cards and charts used to monitor ticket volume and SLA health.

AI interaction

1. Submit a request through chat or upload media.
2. Review the predicted category and confidence.
3. Use feedback settings if the result needs correction.

Caption: AI controls that shape classification, confidence, and auto-assignment.