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
COMPLETEDwhen 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.