Capablio

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.