Operations Console User Guide

1. Sign-In Screen

The console uses PIN-only sign-in. There is no username selection screen. Enter a valid console PIN and use Enter Console to continue.

If the PIN belongs to a role that is not allowed into the console, sign-in will fail and the page will stay on the sign-in screen.

2. Header And Signed-In Identity

After sign-in, the header shows the current signed-in name and role. This helps confirm exactly which account is in use before anyone creates, resets, or deactivates users.

Use Sign Out in the header when you want to leave the console or hand the workstation to another authorized person.

3. Accounts Tab

The Accounts tab is now the main review surface. It shows the visible account list in a spreadsheet-style format with sortable columns such as:

• Display Name
• Role
• PIN masked by default
• Email
• Pay Type and Amount for contributor-tracked roles
• Tasks with a View button for team leads and manufacturing contributors

Clicking a row opens that account in tab 2, where the account can be reviewed or edited.

4. Add User Workspace

Selecting Add User opens tab 2 in create-user mode. Required fields are:

• Display Name
• Role
• PIN

Optional fields are:

• Email Address
• Notes (currently held for future use)

If required information is missing, the form highlights the field and shows a clear error message instead of saving an incomplete account.

5. Contributor Task Templates

When the selected role is Manufacturing Contributor or Foreman, the console reveals the Add Contributer Tasks panel. This allows the console operator to add reusable task descriptions for that new contributor during account setup.

These task templates help the contributor later in Time On Tasks, where task descriptions can be found more quickly through fuzzy search inside Workload Setup.

This is different from assigning live work. Contributors still add their own live tasks for themselves in the contributor app.

6. Selected Account Workspace

When an account row is selected from Accounts, tab 2 changes to that user’s name and opens a dedicated account workspace. In the current draft, that workspace can show:

When no account is selected and Add User is not active, that second tab stays hidden so the visible tab rail collapses left without empty placeholders.

• Identity details
• Compensation only when the selected account uses those fields and the signed-in console role is allowed to view compensation data
• Teams for visible team memberships plus team-manager and team-lead assignments where the signed-in role is allowed to manage them
• View Tasks as a header action that opens the reusable task list modal for contributor-style accounts
• Time Corrections for recent contributor or team-lead work sessions

Use Edit to switch this workspace into editable mode. Use Save to keep the changes, or Cancel to abandon them. When the signed-in role allows it, this same workspace also provides Reset PIN and Deactivate for the selected account.

The Time Corrections area is the approved way to fix a forgotten start, pause, or stop. Each correction requires a reason and preserves an audit row so the original recorded session can still be reconstructed later.

7. Task List Editing

The View button in the Accounts sheet, and the View Tasks button in the selected-account header, both open the reusable task list for that contributor-style role.

This task-list editor is only active for Team Lead, Foreman, and Manufacturing Contributor accounts.

8. Teams — What They Are And What They Are Not

A team is a crew assignment — a management decision about who works well together on a given type of order. That decision belongs entirely to management and has nothing to do with the labor tracking system.

Teams do not own orders, drive task assignment, or affect how labor is recorded. All time tracking and task work happens at the individual contributor level regardless of which team that contributor belongs to. Reorganizing teams — adding people, removing people, renaming a team, or deleting one entirely — never touches historical work sessions, task records, or order data.

This separation is intentional. Profitability reports and labor totals reflect what individual contributors actually did, not how management chose to organize the crew on any given day.

Managing Team Membership (Account Editor)

Team membership is managed from the Teams card inside the selected-account workspace. Open any account from the Accounts tab to reach it.

• Manager and higher can add or remove contributor-style users from any visible team and can assign or clear the Manager or Team Lead / Foreman leadership slots.
• Team Lead and Foreman can add or remove Manufacturing Contributor accounts within their own team scope only. They cannot see or touch accounts outside their team.
• If a contributor already belongs to one or more teams, an extra confirmation is required before adding another team assignment.
• Inactive accounts are read-only until reactivated.

9. Teams Tab

The Teams tab gives Manager and higher roles a dedicated view of all visible teams — who manages each one, who leads it, and which contributors are currently assigned. Use this tab to get a quick picture of crew composition before making changes through individual account editors.

• Create Team — available to Manager and above. Enter a team name and click Create. The new team starts empty with no manager, no lead, and no members. Assign those through individual account editors.
• Rename Team — available to Manager and above. Click Rename on any visible team row and enter the new name. Historical data is unaffected.
• Delete Team — available to Owner, Developer, and Senior Management only. A team must have all members removed before it can be deleted. Deleting a team does not delete any user accounts, work sessions, or order history.

Team Lead and Foreman do not have access to the Teams tab. Their scope is limited to the accounts within their own team, managed through the account editor.

10. Time Correction Steps

Use this workflow when a contributor or team lead forgot to start on time, forgot to pause, or forgot to stop a task at the correct time.

1. Open the affected account from the Accounts tab.
2. In the selected-account workspace, find the Time Corrections section.
3. Review the recent session list and click Correct Time on the affected entry.
4. Enter the corrected Start and Stop time.
5. Confirm the recalculated duration preview looks correct.
6. Enter a clear reason explaining why the correction is being made.
7. Click Save.

If the session was still active because the contributor forgot to stop it, saving the correction will close that session as a paused entry at the corrected stop time.

10. Compensation Fields

Pay Type and Amount are intentionally limited to Manufacturing Contributor, Foreman, and Team Lead accounts, but those fields are not visible to every signed-in console role.

In the current draft, Team Lead and Foreman users do not see compensation columns in the Accounts tab and do not see the compensation card in the selected-account workspace. Higher management roles and technical admin roles keep that visibility.

This keeps the console focused on contributor-cost estimation rather than broader payroll processing.

11. Read-Only Access

Some signed-in roles can open the console and review what is visible to them, but they will not see the full user-management form. When that happens, the console shows a read-only notice instead of management controls.

12. Reports Tab

The Reports tab now includes a Report selector so leadership and technical roles can switch between the read-only Contributor Task Activity view and the new read-only Order Profitability view without leaving the same workspace.

• Use Report to switch between the contributor-focused operational view and the order-level profitability view.
• Use Period to switch between Daily, Weekly, and Monthly. The default is Daily.
• Use Date Range with the side-by-side From and To calendars to set the exact task timeline you want in the report.
• The report message line now reads Totals for the Period once the selected window loads.
• Contributor Task Activity keeps the clean summary cards for Active Workers, Queued Tasks, Paused Tasks, Running Tasks, Total Time, and Total Cost.
• Order Profitability summarizes invoice-backed orders and labor-backed orders in the selected period, then shows invoice number, taxes collected, shipping collected, total cost, retail price, and margin percentage.
• The state-aware summary cards use the same blue, amber, green, indigo, and slate side-tab accents already established in the Time On Tasks contributor app.
• The contributor activity table keeps the summary view compact for contributor name, task mix, tracked time, and latest activity.
• The order profitability table keeps one row per customer order and lets the user drill into contributor costs, task state, invoice context, and recent sessions for that order.
• The customer number, order number, and invoice number stay compact in the table row. Hover or tap those identifiers to reveal the richer customer, order, or invoice detail without crowding the report grid.
• Tapping a contributor or order row opens the centered detail popup with the deeper breakdown for that report.
• Each row now uses one plain Open Task Mix dropdown instead of a full row of colored state bubbles.
• Inside that dropdown, use the Pauses line to jump directly into pause reasons for that contributor.
• Hourly labor totals are derived only for hourly users with configured pay data. Salary users stay intentionally non-derived until that rule is defined.
• The new order profitability view uses the current billed total as Retail Price, keeps Admin Costs as a placeholder column for later, and calculates margin from the currently known cost data only.
• Retail price currently comes from the ProfitMaker invoice amount first, with a fallback to the order line-total summary when an invoiced order carries a zero invoice amount.
• Changing Period or either Date Range calendar now refreshes both reports automatically. The Refresh button remains available as a manual retry and verification control.

12. Reference Tabs

Documentation tabs now follow role permissions and always collapse left in the same order when they are available.

In the current draft:

• All console roles can see User Guide.
• Reports is available to Owner, Developer, Senior Management, and Manager.
• Topology is limited to Owner and Developer.
• Runbook is limited to Owner and Developer.
• Reference is available to Owner, Developer, Senior Management, and Manager.
• Team Lead sees only User Guide.
• Foreman also sees only User Guide.

Hidden tabs do not leave empty slots in the tab rail.

13. Role-Based Capability Guide

• Developer: full console access, full user-management access, can see all document tabs.
• Owner: can manage users, has a cleaner view that hides inactive users and the deactivate button, and can see all document tabs plus Reports.
• Senior Management: can enter the console, manage the visible user levels available to that role, correct tracked time on eligible accounts, and see User Guide, Reports, and Reference.
• Manager: can enter the console, manage the visible user levels available to that role, correct tracked time on eligible accounts, and see User Guide, Reports, and Reference.
• Team Lead: can enter the console, manage manufacturing contributors where allowed, correct tracked time on eligible contributor-style accounts within that scope, and see only the User Guide tab.
• Foreman: inherits Team Lead-level console permissions, can manage manufacturing contributors where allowed, correct tracked time on eligible contributor-style accounts within that scope, and see only the User Guide tab.
• Manufacturing Contributor: does not use this console for live work creation; contributors work in Time On Tasks.