Client Dashboard

The Client Dashboard displays only clients with

• incomplete checklists

• open tasks, or appointments

• which are relevant to the User for the exact day

It provides a focused view on daily responsibilities, ensuring Rollouters stay organized and efficient without distractions.

The Client Dashboard can be accessed by Users Technician or higher by navigating Rollout -> Client Dashboard.

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Function

The Dashboard displays all relevant Clients in the right third in a column. By default, the first Client in the list is selected. It is also possible to switch between clients by either clicking the corresponding radio button or by using the arrow buttons.

Client Flags are displayed with their description on top of the Clients tabs.

Similar to the Client Detail View, the client-related information is seperated in tabs.

Checklists

The Checklists tab displays the Checklists that are currently to-do and enables the User to work on them.

Once a Checklist is finished, it will vanish from the Dashboard.

Completing all Checklists for the Status will prompt a modal, enabling the User to move the Client into the next Status.

Tasks & Appointments

In the Tasks & Appointments tab, the Tasks & Appointments of the Client are displayed. Clicking on one of the listed Tasks / Appointments will open the corresponding slide-over, enabling the User to change its properties.

It is also possible to add new Tasks by clicking the Add button.

Client Links

The Client Links tab displays the Client Links of the Client, similar to the Client Detail View. It is also possible to add new Links by clicking the Add button.

Comments

In the Comments tab, all Comments added to the Client are displayed. It is also possible to add new Comments by clicking the Add button.

Attachments

The Attachment tab displays the Attachments added to the Client. It is also possible to add new Attachments by clicking the Upload button.

For Checklists and Tasks / Appointments, the red circle indicates the outstanding amount.

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Listing Logic

The Client Dashboard will only display Clients that are either

• currently scheduled based on the Roadmap AND have uncompleted Checklists the Users role is responsible for

-OR-

• contain Tasks or Appointments that are TODO.

By default a Client Filter is active, ensuring only Clients assigned to the User are shown.

The Client Filter can be adjusted freely and the settings will be saved to the URL.

In case of a Rollouter being absent, the colleagues are able to adjust their Filter to the corresponding devices, ensuring no outstanding tasks are overlooked.

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Current Limitations

In its current state, the Client Dashboard shows some limitations:

• In case the user is assigned to tasks where the corresponding Client is not assigned to the user, it will not appear in the list

  • However, by opening the Home-View (eu.rollouter.cloud/home), all outstanding Tasks of the User can be seen.

• When finishing all Checklists but NOT updating the Status the Client will vanish from the Dashboard (unless another condition for its visibility is met, i.e. Tasks / Appointments TODO)

• Clients that are delayed are not shown on the Client Dashboard, this happens when either

  • Checklists are currently scheduled in the next Status, but the Client is still in an earlier Status

  • -OR-

  • The current date is past the schedule in the Roadmap and the Checklist is not completed yet.