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DC Workforce: application workflow (end to end) - Coggle Diagram
DC Workforce: application workflow (end to end)
Set up the client
🟢 Client onboarding [MVP1]
🟢 1. Platform Admin: Create tenant, choose plan and data region [MVP1]
Screen: Tenants > Tenant list and provisioning
🟢 2. Platform Admin: Switch on modules and feature flags for the plan [MVP1]
Screen: Feature flags > Feature flags per tenant
🟢 3. Tenant Admin: Create business units and regions [MVP1]
Screen: Admin & Policies > Business units and regions
🟢 4. Tenant Admin: Connect SSO and MFA [MVP1]
Screen: Sign-in > SSO login
🟢 5. Tenant Admin: Review default roles; clone custom roles if needed [MVP1]
Screen: Admin & Policies > Roles and permissions
🟢 6. Tenant Admin: Invite users; assign role and scope [MVP1]
Screen: Admin & Policies > Users and roles
🟢 7. Tenant Admin: Set logo, accent colour, email templates [MVP1]
Screen: Admin & Policies > Branding and theme
🟢 8. Tenant Admin: Set policies: bench threshold, windows, waterfall, approval chains [MVP1]
Screen: Admin & Policies > Policies
🟢 9. Tenant Admin: Extend taxonomy and templates [MVP1]
Screen: Admin & Policies > Taxonomy
🔵 Data load and sync (starts MVP1, complete in MVP2) [MVP2]
🟢 1. Integration Admin: Upload workers, projects, sites, assignments (CSV/XLSX) [MVP1]
Screen: Integrations > File imports (CSV/XLSX)
🟢 2. Integration Admin: Map fields and save mapping template [MVP1]
Screen: Integrations > Field mapping
🟢 3. Integration Admin: Set which system owns each field [MVP1]
Screen: Integrations > Source-of-record rules
🟢 4. Integration Admin: Fix rejects; read reconciliation report [MVP1]
Screen: Integrations > Sync history and reject queue
🔵 5. Integration Admin: Switch to PeopleSoft, ADP and Talent Source adapters [MVP2]
Screen: Integrations > Connections and adapters
🟢 6. Integration Admin: Monitor runs and drift alerts [MVP1]
Screen: Integrations > Integration health
🔵 Golden path 5: Integration sync (starts MVP1, complete in MVP2) [MVP2]
🔵 1. Integration Admin: Connect PeopleSoft and ADP (fake adapters first) [MVP2]
Screen: Integrations > Connections and adapters
🟢 2. Integration Admin: Map fields [MVP1]
Screen: Integrations > Field mapping
🟢 3. Integration Admin: Run sync; reject queue shows a terminated worker with an active assignment [MVP1]
Screen: Integrations > Sync history and reject queue
🔵 4. Integration Admin: Data Quality agent proposes a fix; admin approves [MVP2]
Screen: Inbox > Recommendations
Get people ready
🔵 Readiness to start [MVP2]
🔵 1. Compliance Coordinator: Site readiness profile defines required items [MVP2]
Screen: Readiness & Compliance > Site readiness profiles
🔵 2. Compliance Coordinator: Readiness Score and ready-by date per incoming resource [MVP2]
Screen: Readiness & Compliance > Readiness board
🔵 3. Compliance Coordinator: Order background check or induction (consent first, status only) [MVP2]
Screen: Readiness & Compliance > Authorization orders
🔵 4. Compliance Coordinator: Assign training for missing credentials [MVP2]
Screen: Training > Training plans
🔵 5. DC Resource: Complete readiness items and mobilization tasks [MVP2]
Screen: My Assignments > My assignments
🔵 6. Project Manager: Resource shows Ready on the start date [MVP2]
Screen: Projects & Sites > Site roster
Use contingent labor
🟡 Agency request (starts MVP1, complete in MVP3) [MVP3]
🟢 1. Resource Manager: Waterfall cannot fill demand internally [MVP1]
Screen: Demand & Matching > Match results
🟡 2. Contingent Manager: Contingent Backfill agent drafts request to approved vendors [MVP3]
Screen: Contingent Workforce > Agency requests
🟡 3. Contingent Manager: Approve and send by email, VMS or portal [MVP3]
Screen: Inbox > Approvals
🟡 4. Agency Coordinator: Submit workers; update availability and credentials [MVP3]
Screen: Agency Portal > My workers, availability and credentials
🔵 5. Compliance Coordinator: Submitted workers go through readiness [MVP2]
Screen: Readiness & Compliance > Readiness board
AI agents
🔵 Agent proposal and approval [MVP2]
🔵 1. Tenant Admin: Set autonomy level, quiet hours, channels; shadow mode first [MVP2]
Screen: Agents > Agent policies and kill switch
🔵 2. System: Agent runs on schedule or event [MVP2]
Screen: Agents > Agent catalog
🔵 3. Manager: Proposal with rationale appears in inbox [MVP2]
Screen: Inbox > Recommendations
🔵 4. Manager: Approve, edit or reject with reason code [MVP2]
Screen: Inbox > Approvals
🔵 5. Tenant Admin: Every run and action logged; kill switch available [MVP2]
Screen: Agents > Activity log
🗂 Legend
🟢 MVP1: PRD Phase 0 + 1
🔵 MVP2: PRD Phase 2
🟡 MVP3: PRD Phase 3
⚪ MVP4: PRD Phase 4
🟠TBD: docx only, decision needed
Run the workforce
🟢 Golden path 1: Roll-off to redeployment [MVP1]
🟢 1. Resource Manager: Open roll-off board; filter 31-60 days, liquid cooling [MVP1]
Screen: Roll-off & Bench > Roll-off board (0-30, 31-60, 61-90)
🟢 2. Resource Manager: Open a resource with 'No plan' [MVP1]
Screen: Workforce 360 > Resource profile
🟢 3. Resource Manager: See three recommended next assignments with score, readiness and why [MVP1]
Screen: Roll-off & Bench > Roll-off board (0-30, 31-60, 61-90)
🟢 4. Resource Manager: Accept one; a proposed assignment is created [MVP1]
Screen: Inbox > Recommendations
🟢 5. Project Manager: Approve the assignment [MVP1]
Screen: Inbox > Approvals
🟢 6. Resource Manager: Card shows 'Next assignment confirmed'; KPIs update [MVP1]
Screen: KPIs & Reports > KPI dashboards
🟡 Golden path 2: Fill demand internally first (starts MVP1, complete in MVP3) [MVP3]
🟢 1. Project Manager: Create demand: 12 cabling L2 and 2 electrical commissioning L3 at a new site [MVP1]
Screen: Demand & Matching > Create or edit demand
🟢 2. Project Manager: Match results follow the sourcing waterfall [MVP1]
Screen: Demand & Matching > Match results
🔵 3. Compliance Coordinator: Two candidates need a site induction [MVP2]
Screen: Readiness & Compliance > Readiness board
🔵 4. Compliance Coordinator: Readiness Orchestrator drafts the tasks [MVP2]
Screen: Inbox > Recommendations
🟡 5. Contingent Manager: Remaining gap: drafted agency request [MVP3]
Screen: Contingent Workforce > Agency requests
🟢 6. Resource Manager: Approvals [MVP1]
Screen: Inbox > Approvals
🔵 Golden path 4: Technician profile (starts MVP1, complete in MVP2) [MVP2]
🟢 1. DC Resource: Open app; confirm profile [MVP1]
Screen: Home > Next assignment and tasks
🟢 2. DC Resource: Upload renewed NFPA 70E; expiry extracted [MVP1]
Screen: My Certifications > My certifications
🟢 3. DC Resource: Set 'willing to travel, Southwest' [MVP1]
Screen: My Mobility > My mobility and availability
🔵 4. DC Resource: See an upcoming opportunity; tap 'I'm interested' [MVP2]
Screen: Opportunities > Upcoming opportunities
🔵 5. Resource Manager: Interest flag shows in matching [MVP2]
Screen: Demand & Matching > Match results
🔵 Assignment lifecycle (starts MVP1, complete in MVP2) [MVP2]
🟢 1. Resource Manager: Propose assignment from match results [MVP1]
Screen: Demand & Matching > Match results
🟢 2. Resource Manager: Conflict checks run (allocation, leave, clearance, expiry) [MVP1]
Screen: Projects & Sites > Assignments
🟢 3. Project Manager: Approve (proposed to approved) [MVP1]
Screen: Inbox > Approvals
🔵 4. Mobilization Coordinator: Mobilizing: checklist generated [MVP2]
Screen: Mobilization > Mobilization plans
🟢 5. Project Manager: Active on site roster [MVP1]
Screen: Projects & Sites > Site roster
🟢 6. Project Manager: Extend, end early or swap with reason code; roll-off views update [MVP1]
Screen: Projects & Sites > Assignments
🟢 7. Resource Manager: Completed; resource enters roll-off or bench [MVP1]
Screen: Roll-off & Bench > Roll-off board (0-30, 31-60, 61-90)
Plan ahead
🟡 Scope document to demand [MVP3]
🟡 1. Planner: Create planner project for an opportunity [MVP3]
Screen: Scope-to-Crew Planner > Planner projects
🟡 2. Planner: Upload scope, quantities and schedule; review extraction with citations [MVP3]
Screen: Scope-to-Crew Planner > Documents and extraction review
🟡 3. Planner: Answer clarifying questions; edit norms and assumptions [MVP3]
Screen: Scope-to-Crew Planner > Estimate and assumptions
🟡 4. Planner: Approve output as demand profile and lead-time plan [MVP3]
Screen: Scope-to-Crew Planner > Output and approval
🟡 5. Planner: Demand flows into capacity and gap heat map [MVP3]
Screen: Capacity & Scenarios > Demand vs capacity and gap heat map
🟡 Golden path 3: Pipeline scenario (starts MVP2, complete in MVP3) [MVP3]
🔵 1. Planner: Import pipeline [MVP2]
Screen: Capacity & Scenarios > Pipeline
🔵 2. Planner: Compare baseline with 'Win Campus B' and 'Hall 3 slips 6 weeks' [MVP2]
Screen: Capacity & Scenarios > Scenario workbench
🔵 3. Planner: Gap heat map shows a liquid cooling shortfall in weeks 14-22 [MVP2]
Screen: Capacity & Scenarios > Demand vs capacity and gap heat map
🟡 4. Planner: Training Planner proposes a cohort [MVP3]
Screen: Training > Skills gap planning
🔵 5. Program Director: Approve scenario; draft training plan and hiring request created [MVP2]
Screen: Capacity & Scenarios > Scenario workbench
Measure and improve
🟡 KPI review and forecast loop (starts MVP1, complete in MVP3) [MVP3]
🟢 1. Program Director: Review gaps, bench, redeployment, readiness, overtime [MVP1]
Screen: KPIs & Reports > KPI dashboards
🟢 2. Program Director: Drill down to records [MVP1]
Screen: KPIs & Reports > KPI library and drill-down
🔵 3. Program Director: Set red, amber, green targets [MVP2]
Screen: KPIs & Reports > Targets and thresholds
🟡 4. Planner: Forecast accuracy at 30, 60, 90 days; coach suggests adjustments [MVP3]
Screen: KPIs & Reports > KPI dashboards
🟡 5. Program Director: Schedule reports; feed warehouse [MVP3]
Screen: KPIs & Reports > Scheduled reports and exports
Privacy
🟢 Technician data request [MVP1]
🟢 1. DC Resource: See what data is held, source and who can see it [MVP1]
Screen: My Data > My data and privacy
🟢 2. DC Resource: Request correction or deletion [MVP1]
Screen: My Data > My data and privacy
🟢 3. HR: Handle request per retention and policy [MVP1]
Screen: Admin & Policies > Privacy and consent
🟢 4. HR: Action recorded in audit log [MVP1]
Screen: Admin & Policies > Audit log