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Notification Behavior

This document describes the behavior and types of notifications for both the Admin Console and the Partner Console.


1. Admin Console Notifications

This chapter covers notifications assigned to administrators to manage partners, documents, and contracts.

1.1 Core Behaviors

  • Priority & Overdue Logic: Notifications are classified by priority (HIGH, NORMAL, LOW). Overdue tasks receive a +1 priority weight boost and red visual highlighting.
  • Auto-Dismiss Mechanism: Informational notifications (e.g., status updates) are automatically marked as COMPLETED when the user clicks to view the resource.
  • Grouping: Notifications are grouped by partner, with collapsible groups for 2+ notifications.
  • Filtering & Sorting: Users can filter by category (Required Action, Document, Contract, Informational) and sort by priority, date, type, or partner name.

1.2 Notification Types & Categories (Admin)

Task Type Category Priority Auto-Dismiss Description
REVIEW_NEW_PARTNER Required Action NORMAL No Review a newly registered partner and their documents.
SERVICE_TEXT_APPROVAL_REQUESTED Required Action NORMAL No Approval request for service descriptions or fields.
DOCUMENT_REVIEW Document NORMAL No A document requires administrative review.
DOCUMENT_UPLOADED Document / Informational LOW Yes Notification that a partner has uploaded a new document.
DOCUMENT_VERIFIED Document / Informational LOW Yes Confirmation that a document has been verified.
DOCUMENT_REJECTED Document NORMAL No Notification that a document was rejected.
CONTRACT_REVIEW Contract HIGH No A contract draft or signature requires review.
CONTRACT_SIGNED Contract / Informational LOW Yes Notification that a partner has signed a contract.
CONTRACT_STATUS_CHANGED Contract NORMAL No Update on a contract's status change.
SERVICE_ACTIVATED Informational LOW Yes Notification that a partner service has been activated.

2. Partner Console Notifications

This chapter covers notifications assigned to partners to complete their onboarding, sign contracts, or approve texts.

2.1 Core Behaviors

  • Action-Oriented: Partner notifications are primarily focused on required actions to progress the partnership status.
  • Visual Cues: High-priority tasks are highlighted to ensure partners complete critical onboarding steps.
  • Simplified List: Unlike the Admin Console, partner notifications are displayed in a simpler list focused on their specific company tasks.

2.2 Notification Types & Categories (Partner)

Task Type Category Priority Auto-Dismiss Description
COMPLETE_PROFILE Required Action HIGH No Complete company, legal, and operational contact information.
UPLOAD_DOCS Required Action HIGH No Upload required licenses and insurance documents.
CONTRACT_REVIEW Required Action HIGH No Review and sign a contract sent by the administrator.
SERVICE_TEXT_APPROVAL_REQUESTED Required Action NORMAL No Approve service texts reviewed/edited by an administrator.

3. UI Indicators (General)

  • Priority Dot: Color-coded indicator for urgency.
  • Red: High priority or Overdue.
  • Yellow/Amber: Normal priority.
  • Blue: Low priority / Informational.
  • External Link Icon: Indicates the notification leads to a specific page or resource.
  • Timestamp: Shows the arrival time of the notification.
  • Partner Information: (Admin only) Shows which partner the notification belongs to.