Admin Portal Features

Overview

The administrative capabilities of the Ordering Portal provide FTS staff with comprehensive tools for managing orders, processing feedback, configuring services, and overseeing the platform's operation. The admin interface is designed for efficiency, with prioritised queues, bulk operations, and intelligent workflow management.

Admin Dashboard

The administrative dashboard provides a centralised view of all platform activity:

• Prioritised order queue - FTS orders appear at the top of the admin queue, ensuring they receive priority attention
• Visual indicators - FTS orders are clearly marked with distinct visual indicators (colour coding, icons, or labels) for immediate identification
• Filtered views - Administrators can filter to show only FTS orders awaiting review
• Submission details - Each order shows submission timestamp and client information
• Priority ranking - Orders are ranked by priority (FTS first, then other order types by submission time)
• Unreviewed count - The dashboard displays the count of unreviewed orders requiring attention
• Metrics display - Dynamically retrieved KPI metrics from DashboardTarget entities are displayed for performance monitoring

Order Management

Status Management

Administrators can manage the full order lifecycle:

• Status updates - Orders can be moved between all valid statuses via dropdown selection: Unprocessed, Allocated, On Hold, Ordered, Received, Feedback Received, Resubmitted
• Immediate reflection - Status changes are immediately visible to customers
• Automatic notifications - Each status change triggers automatic notification to the customer (email and in-platform)
• Notes on status change - Administrators can add comments or notes when changing order status
• Audit trail - Status change history is logged with timestamp and administrator identification
• Workflow enforcement - Status changes follow logical workflow progression
• Bulk status changes - Multiple orders can be updated simultaneously through bulk processing

Order Creation

Administrators can create orders on behalf of customers:

• Direct order creation - When a customer contacts FTS directly, administrators can create orders using the same workflow as the customer portal
• Full workflow parity - The admin order creation process mirrors the customer experience for consistency

Order Editing

Existing orders can be amended when corrections are needed:

• Full field editing - All order fields can be modified including job number, address, house type, and facade type
• Document management - Documents can be added, removed, or replaced within existing orders
• Status-independent editing - Order details can be edited without changing the order status
• Change tracking - All modifications are tracked with an audit trail showing what changed, when, and by whom
• Customer notification - Customers receive notification when administrators make changes to their orders
• Version history - Original order information is preserved in the version history
• Reason requirement - Administrators must provide a reason or comment when making changes
• Confirmation step - Changes require explicit confirmation before being saved

Feedback System

The feedback system enables structured communication between FTS staff and customers:

• Universal feedback - Administrators can add feedback or comments to any order at any time
• Formatted text - Feedback supports basic formatting including bold, italic, and bullet points
• File attachments - Documents and files can be attached as part of feedback
• Categorised feedback - Feedback is categorised by type: Request for Information, Clarification, Approval, Rejection, and more
• Action marking - Feedback can be marked as "Action Required" or "Information Only" to set clear expectations
• Feedback history - Complete feedback history with timestamps is maintained for every order
• Draft capability - Feedback can be saved as a draft and sent later
• Templates - Pre-written feedback templates are available for common responses
• Link support - Feedback supports file attachments and links for referencing external resources

Customer Management

Administrators have full visibility into the customer base:

Customer List

• Paginated display - All registered customers are shown in a paginated table
• Customer details - Table shows customer name, email, phone, registration date, last login, and account status
• Configurable pagination - Options for 25, 50, 100, or 200 customers per page
• Sortable columns - All displayed columns support ascending/descending sorting
• Account indicators - Visual indicators distinguish active, inactive, and suspended accounts

Customer Editing

• Profile modification - Administrators can edit customer details from the customer list or order details
• Document review - All documents submitted in each order are accessible from the admin interface
• Document organisation - Documents are organised by upload date with comprehensive metadata

Service Configuration

Administrators configure the services available to customers:

• Per-service pricing - Each service can have its own price set in AUD
• Company-level configuration - Services are configured at the company level, with division-specific overrides
• Service descriptions - Custom descriptions with hover tooltips provide customers with detailed service information
• Service ordering - Services can be reordered using a sortable interface to control display priority
• Import and export - Service configurations can be imported and exported for bulk management
• SLA configuration - Service Level Agreement timing can be configured per service, with customisation by division and builder
• Core milestone settings - Services can be flagged as core milestones with specific display and tracking behaviour
• Vendor presets - Pre-configured vendor settings can be applied to specific order types (e.g., FTS Assessment vendor preset)

Bulk Management

The platform supports efficient bulk operations:

• Company service sync - Service configurations can be synchronised across multiple companies from a centralised management page
• Ordering Portal access - Access can be toggled on or off for multiple companies without leaving the bulk management page
• Division service import - Company and division service configurations can be imported in bulk
• Immediate application - Bulk changes apply immediately without requiring a separate save action