Disclosure Management Dashboard¶
Overview¶
This user story covers the functionality for a dashboard that allows staffing company users to track disclosure requests, monitor their verification status, and manage the disclosure lifecycle with search and filter capabilities.
User Stories¶
View Disclosure Management Dashboard¶
As a staffing company user,
I want to view all disclosure requests and their verification status,
So that I can track candidate responses and manage the disclosure process effectively.
Acceptance Criteria: - Given I am logged in as a staffing company user - When I access the disclosure management dashboard - Then I should see a list view of all disclosure requests with: - Candidate name and email - Types of credentials requested - Request date and expiration date - Current status (requested, disclosed, verified, expired) - Last status update timestamp - Response rate for each request - And the list should be paginated for performance - And I should be able to sort by any column - And the dashboard should show summary statistics at the top - And the dashboard should update in real-time as disclosure statuses change
Track Disclosure Request Status¶
As a staffing company user,
I want to see detailed status tracking for each disclosure request,
So that I can understand the current state and history of disclosure requests.
Acceptance Criteria: - Given I am viewing the disclosure dashboard - When I look at disclosure request statuses - Then I should see clear status indicators for: - Requested - Disclosure request has been sent to candidate - Disclosed - Candidate has provided the requested credentials - Verified - Disclosed credentials have been verified - Expired - Disclosure request has expired without response - Failed - Disclosure request failed due to technical issues - And each status should have a distinct visual indicator (color, icon) - And I should be able to see the timestamp of each status change - And I should be able to view the full status history for each request - And status changes should be logged for audit purposes
Filter and Search Disclosure Requests¶
As a staffing company user,
I want to filter and search through disclosure requests,
So that I can quickly find specific requests or groups of requests.
Acceptance Criteria: - Given I am on the disclosure dashboard - When I use the search and filter options - Then I should be able to: - Search by candidate name (partial matching) - Search by candidate email - Filter by disclosure status - Filter by request date range - Filter by expiration date range - Filter by credential types requested - Filter by verification status - And search results should be highlighted - And filters should be combinable (multiple filters at once) - And I should be able to save frequently used filter combinations - And I should be able to clear all filters with one click - And the URL should update to reflect current filters for bookmarking
Export Disclosure Data¶
As a staffing company user,
I want to export disclosure request data to CSV,
So that I can analyze response rates and disclosure patterns in external tools.
Acceptance Criteria: - Given I am viewing the disclosure dashboard - When I click "Export to CSV" - Then I should be able to export: - All disclosure requests or only filtered results - All columns or selected columns - Data within a specific date range - And the CSV should include all relevant disclosure information - And the export should handle large datasets efficiently - And I should receive a download link when the export is ready - And the export should be formatted for easy analysis in spreadsheet applications - And I should be able to schedule regular exports
View Disclosure Request Details¶
As a staffing company user,
I want to view detailed information about individual disclosure requests,
So that I can see all the data associated with a specific request.
Acceptance Criteria: - Given I am viewing the disclosure dashboard - When I click on a specific disclosure request - Then I should see a detailed view showing: - Complete candidate information - Full list of requested credential types - Disclosure request configuration and policies - Status history with timestamps - Email delivery status - Verification results (if disclosed) - Any error messages or issues - And I should be able to resend the disclosure request if needed - And I should be able to extend the expiration date if necessary - And I should be able to add notes about the disclosure request - And I should be able to download verification reports
Manage Expired Disclosure Requests¶
As a staffing company user,
I want to manage expired disclosure requests,
So that I can take appropriate action for candidates who haven't responded.
Acceptance Criteria: - Given I have disclosure requests that have expired - When I view expired requests - Then I should be able to: - See a list of all expired disclosure requests - Understand why requests expired (time limit, candidate inaction) - Extend expiration dates for specific requests - Resend expired requests with new expiration dates - Archive expired requests that won't be renewed - And I should receive notifications when requests are about to expire - And I should be able to set custom expiration periods for different request types - And expired requests should be clearly marked in the dashboard
Send Follow-up Communications¶
As a staffing company user,
I want to send follow-up communications for pending disclosure requests,
So that I can improve response rates and candidate engagement.
Acceptance Criteria: - Given I have pending disclosure requests - When I need to send follow-up communications - Then I should be able to: - Select multiple requests for bulk follow-up - Choose from predefined follow-up message templates - Customize follow-up messages for specific candidates - Schedule automated follow-up reminders - Track follow-up communication history - And follow-up messages should include the original disclosure request link - And I should be able to see which candidates have received follow-ups - And follow-up effectiveness should be tracked and reported - And I should be able to set follow-up schedules (e.g., 3 days, 1 week)
Monitor Dashboard Performance¶
As a staffing company user,
I want to have a responsive and fast disclosure dashboard,
So that I can efficiently manage large numbers of disclosure requests.
Acceptance Criteria: - Given I am using the disclosure dashboard - When I perform any action (search, filter, sort, export) - Then the response time should be under 2 seconds - And the dashboard should handle thousands of disclosure requests efficiently - And pagination should load quickly - And real-time updates should not impact performance - And the dashboard should work well on mobile devices - And loading indicators should show for longer operations
Technical Notes¶
Dashboard Components¶
The disclosure management dashboard should include: - Summary statistics widget (total requests, response rates, etc.) - Filterable and sortable data table - Search functionality with autocomplete - Export functionality - Real-time status updates - Bulk action capabilities - Detailed request view modal
Database Queries¶
Efficient database queries are needed for: - Paginated disclosure request lists with filters - Real-time status updates - Search functionality across multiple fields - Export operations for large datasets - Summary statistics calculations
Integration Requirements¶
- Integration with
PresentationRequestentity - Real-time updates from disclosure status changes
- Integration with email delivery tracking
- Export functionality using background jobs
- Search indexing for performance
Performance Requirements¶
- Support for viewing thousands of disclosure requests
- Sub-2-second response times for all operations
- Efficient pagination and filtering
- Real-time updates without performance impact
- Mobile-responsive design
Dependencies¶
- Disclosure request functionality
- Email service integration for delivery tracking
- Background job processing for exports
- Real-time notification system
- Search indexing system
Priority¶
Medium - Important for tracking and managing disclosure requests, required for second project drop