Handbook
Prompt 07 — Individual user workspace
Build a coherent, mobile-first individual workspace centered on due work, understandable feedback, and development action.
Updated
Required context
- Product shell and design system
- Individual routes and permissions
- Current subject home, import, result/PDP, and account screens
- External user documentation
Prompt
Build a coherent, mobile-first individual workspace centered on due work, understandable feedback, and development action.
1. Today page
Replace the four equal prototype cards with:
- Greeting and active tenant/scope
- Priority task list ordered by due date and urgency
- Each task shows type, subject/context, estimated time, due date, save/resume state, and privacy cue
- Current program participation progress
- Latest released result or imported report summary
- Next PDP action/check-in
- Notifications or announcements only when actionable
- First-use and all-done empty states
Do not show admin links inside the task hierarchy; the workspace switcher provides role access.
2. Tasks and feedback requests
Create a filterable list for:
- Feedback to give
- Self surveys
- Rater nominations/approvals assigned to the user
- PDP follow-ups
- Optional feedback requests
Support start/resume, declined/not-observed policy where allowed, due/overdue, completion confirmation, and contextual help.
3. Survey experience
Implement a focused, accessible survey flow:
- Intro: purpose, subject, observation period, anonymity/visibility, estimated time
- Logical grouping with one question or a small bundle per step
- Persistent progress and autosave
- Scale labels and keyboard operation
- Separate Not Observed and Not Applicable when configured
- Optional comment guidance
- Review before submit where policy requires
- Confirmation and next action
Do not allow users to navigate into another tenant or subject by editing URLs.
4. Results overview
List periods and evidence sources with:
- Native campaign/imported external distinction
- Status: processing, awaiting threshold, ready, released, archived
- Observation period and source
- Last viewed/shared state
- Clear action to open, continue PDP, or resolve import problem
Detailed analytics are implemented in prompt 14; create stable route and summary contracts now.
5. Imports
Upgrade PDF import to:
- Drag/drop and file picker
- File type/size/source validation
- Period and subject confirmation
- Upload and processing progress
- Parsing preview and mapping confirmation
- Duplicate and mismatch handling
- Human review for low-confidence extraction
- Import history, source lineage, errors, retry, and delete/archive policy
Never imply that imported scores are directly comparable to native trends.
6. Account and privacy
Link to the account/security center from prompt 06. Add a clear “Who can see my data?” view based on tenant policy and current sharing.
7. Tests and documentation
- Mobile, tablet, desktop
- Keyboard and screen-reader survey flow
- Autosave/offline interruption behavior according to architecture
- Cross-tenant negative tests
- Task-state and retry tests
- No sensitive answers in analytics/logging
- Update user docs and result/import external wiki pages
Acceptance gates
- A user can understand and complete the next task without knowing product architecture.
- Every task explains why it exists and who can see the result.
- Survey completion works on a narrow mobile viewport and keyboard only.
- Imports provide preview and lineage rather than a blind upload.
- Role workspaces remain separate from individual navigation.