SSL Service Manager

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ILOS

——

CM

Carys Morgan

Installation Coordinator

carys.morgan@example.org.uk

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Home Service users

Add new agreement

My work5 Requests14 Scheduling Inventory

Products Goods In Goods Out

Service users Requests Stock

User management Roles & permissions Store network Manufacturers & products Default tasks

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My Work

Your own tasks — today first, grouped by day

Open tasks

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assigned to me

Due today

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on today's list

On hold

–

awaiting

Completed

–

last 7 days

Planned for today – – your visits in clock order

Times from Task.StartTime/EndTime · durations TaskType.Duration · box colours TaskType.Colour — no map or route planning in this release

Assigned to me – open

ordered by due date, then priority — click a task for details Only your own tasks Task.AssignedTo = you

The v1 My Work page without the map, the near-my-route pool and the calendar view — the breakdown's stripped-down field list. Row washes flag due-soon and overdue tasks from Task.StartTime.

On hold – tasks paused with a reason

Holding a task puts its whole request on hold Request.OnHoldDate

Task	Service user	Reason Request.RequestHoldReason	Held since

Completed

From To Task.CompletedOn

Task

Record the equipment

Product StockItem → Stock

Unit — from your van StockItem.SerialNo

This unit was reserved when the request was created (optional step — Delta doesn't pre-allocate).

No unit was reserved on this request — pick the item that was actually installed.

Completing writes StockItemRequest and sets the unit to In Use StockItemState on the service user StockItem.ServiceRecipient — the v1 rule (Q-010): completion assigns the stock.

Unit collected StockItem.SerialNo

Condition on collection StockItem.Tags → Tag

The unit comes back to your van as In Stock with the condition recorded here StockItemState · StockItem.Tags → Tag — anything but Working is checked before it re-enters usable stock; a later transfer books it into the warehouse.

Put task on hold

Reason * Request.RequestHoldReason

Holding a task holds its whole request (Request.OnHoldDate) — task-level hold has no column of its own, the one true backend gap from the coverage check.

Reset demo data

Everything you have changed in these wireframes on this computer — requests, tasks, agreements, stock, administration settings and remembered report runs — goes back to the original sample data.

Wireframe only: the saved state lives in this browser (localStorage), nothing is shared with other people. The annotations toggle is kept.