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
• 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 Contributor 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 — Currently Disabled

The Teams feature is currently turned off in the Operations Console (2026-06-03). The Teams tab and the Teams card in the Account Editor are both hidden, and team membership has no effect on any report, filter, or management tool. Existing team memberships in the database are preserved but inactive — they can be restored at any time by re-enabling the feature.

Conceptually, 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 any past or present team association.

Profitability reports, contributor activity reviews, Time Corrections, and Order Number Corrections all show data based on what individual contributors actually did, with no team filter applied.

9. Teams Tab — Currently Hidden

The Teams tab is not visible in the Operations Console at this time. With the Teams feature disabled (see section 8), no role sees the tab in the top navigation, and the Teams card in the selected-account workspace is also hidden for all roles.

If the Teams feature is re-enabled in the future, the tab and its associated controls — Create Team, Rename Team, Delete Team, and the team membership and leadership assignment widgets in the Account Editor — will reappear for the roles previously permitted to use them.

10. End-Of-Shift Policy

All contributors are required to leave their workstation in one of these states before the end of every shift:

• Active task → Paused. Any task still in progress must be paused before the contributor leaves the floor. The contributor will be prompted to enter a brief reason. Paused tasks may be resumed the next day — each work session between pause and resume is tracked separately, so time is never mixed across days.
• Finished task → Stopped. Any task that is fully done must be stopped and completed before leaving.
• Unwanted task → Canceled. Any task added by mistake or no longer needed must be canceled before leaving.

Tasks must never be left actively running overnight. A session that runs unattended through midnight accumulates time under the wrong calendar day and requires a manager time correction to fix. If a contributor reports a task was left running, use the Time Corrections workflow immediately.

Paused tasks that will never be continued should not sit indefinitely. Managers should review open paused tasks periodically and follow up with contributors to close out anything that is no longer active work.

11. 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 — including when a task was left running overnight.

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.

12. Repeat Multiplier Corrections

When a contributor completes a repeat task, the session card in Time Corrections shows a Repeat Multiplier section below the start and stop time fields. This section is only visible for sessions that were completed as repeat tasks.

Use this section when the contributor timed the iteration incorrectly or entered the wrong quantity.

1. Open the affected account from the Accounts tab.
2. In the Time Corrections section, find the repeat task session and click Correct Time.
3. The correction modal opens. The Repeat Multiplier section appears at the bottom with the current values pre-filled: Action?, Qty?, and Iteration time in min.
4. Edit whichever fields need correction. Qty? must be 2 or more. Iteration time is the duration in minutes for a single run.
5. The Total min field recalculates automatically as quantity and iteration time are changed. It cannot be typed into directly.
6. If you are only correcting the repeat data and the start and stop times are already correct, you do not need to enter a correction reason. Skip the reason field and click Save.
7. If you are correcting both the time and the repeat data in the same session, enter a reason for the time correction and then save. Both corrections are applied together.

The session card in the account view updates immediately after saving to reflect the corrected repeat summary.

13. Compensation Fields (Manager And Above)

Pay Type and the compensation amount field are intentionally limited to Manufacturing Contributor, Foreman, and Team Lead accounts, but those fields are not visible to every signed-in console role. When Pay Type is set to Salary, the amount field is labeled Annual Salary and accepts the worker's full annual salary (e.g. 52000). When set to Hourly, the field is labeled Hourly Rate.

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.

14. 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.

15. 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 table uses simple alternating row shading — every other row gets a light background to help readers keep their place across wide rows. Since the table is sorted by Customer#, repeated orders for the same customer appear together naturally and are easy to spot without any special highlighting.
• 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.
• Labor cost is calculated for both hourly and salary contributors. Hourly workers use their configured hourly rate. Salary workers use their annual salary divided by 2,080 (the U.S. standard working hours per year) to derive an effective hourly rate, which is then applied to tracked session minutes. Both appear together in the same labor cost columns.
• 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.
• Orders can show a Retail Price and Margin % even when no formal invoice has been posted. This is expected behavior. The retail price is sourced from the billed_total field on the ProfitMaker order record, which reflects the order value from the time the order is created — before an AR invoice is formally posted in the accounting system. Margin is calculated from that order-level value: (Retail Price − Labor Cost) ÷ Retail Price. If the billed amount is revised before final invoicing, the margin will update automatically on the next ProfitMaker reference refresh.
• Changing Period or either Date Range calendar now refreshes both reports automatically. The Refresh button remains available as a manual retry and verification control.

16. Printing The Order Profitability Report

The Order Profitability report can be printed or saved as a PDF directly from the console. The print icon sits between the To date field and the Refresh button in the report toolbar.

Print flow:

1. Select a date range using the From and To fields, then click Refresh to load the data.
2. Click the printer icon. A panel opens confirming the selected date range and the number of orders that will be printed.
3. Click Print Preview to see a paginated mockup of the printed pages before committing. Use the arrow buttons to step through pages.
4. Click Print from either the info screen or the preview screen. Your browser's standard print dialog opens.
5. To cancel at any point, click Go Back to step back, or click outside the panel to close it entirely.

What the printed output includes:

• Full report title: Order Profitability Report — Time & Materials, Shipping, and Margin % — CONFIDENTIAL & PROPRIETARY
• The selected date range
• All order rows currently loaded in the report, in the current sort order
• A CONFIDENTIAL & PROPRIETARY footer on the final page

Format and orientation:

• The output is a plain spreadsheet-style table — no app colors, backgrounds, or decorative styles.
• The console requests landscape orientation from the browser automatically. If your printer dialog shows portrait, switch it to landscape manually for the best results.
• When saving as PDF, the default filename is Order Profitability Report.
• Page breaks are handled naturally by the browser. Rows are never split mid-row across pages.
• Column headers repeat on every page automatically in Chrome and Edge.

17. 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.

18. About Tab — App Version And Updates (Operations Console)

The About tab is the last tab in the console and is visible to all roles. It shows the app name, current version number, and update status.

• When the app is up to date, the status reads Up to date and no action is required.
• When an update is available, the status reads Update available or Reinstall required and a button appears. Tap Refresh Now to apply a standard update, or Install Update for a full reinstall if prompted.
• The app checks for updates automatically each time the page loads and each time you return to the browser tab.
• A standard refresh preserves all local data. A full reinstall clears the app cache and requires you to re-add the icon to your home screen — follow the on-screen instructions if that prompt appears.

18b. About Section — App Version And Updates (Time On Tasks)

In Time On Tasks, the About section is at the bottom of the hamburger menu (the three-line icon in the top-left corner). It shows the app name, current version, update status, and copyright notice.

• An orange ! badge appears on the hamburger icon when an update is waiting — you do not need to open the menu to notice it.
• Open the menu and scroll to the bottom to see the update status and tap Refresh Now or Install Update as prompted.
• Update checks happen automatically on load and on tab focus return.

20. 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.