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user-overview-dashboard.md

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Functional specification: User overview dashboard

Purpose

Provide a user-centric view of assigned and completed tasks, including compliance and performance metrics.

URL

  • /users

Filters

  • Shared filters: service, role category, region, location, work type, task name.
  • User filter (assignee).
  • Date range filters for completed tasks: completedFrom/completedTo.

Sections and behaviors

1) Currently assigned tasks

  • Title: "Currently assigned tasks".
  • Table with server-side sorting and pagination.
  • Columns:
    • Case ID (link to Manage Case)
    • Created date
    • Task name
    • Assigned date
    • Due date
    • Priority (displayed as sentence case labels: Urgent, High, Medium, Low)
    • Total assignments
    • Assignee
    • Location
  • Priority sorting follows severity ranking (Urgent > High > Medium > Low) rather than alphabetical label order.
  • Summary panel:
    • Total assigned
    • Priority breakdown (Urgent/High/Medium/Low)
  • Donut chart of priority distribution.
  • Pagination page size: 50.
  • Long Task name and Location values wrap across multiple lines in table body rows.
flowchart TB
  Filters["Shared filters + user + completed range"] --> Assigned["Assigned tasks table"]
  Filters --> Completed["Completed tasks table"]
  Filters --> ByDate["Completed by date"]
  Filters --> ByName["Completed by task name"]
  Assigned --> Priority["Priority summary + donut"]
  Completed --> Compliance["Compliance summary + donut"]
Loading

2) Completed tasks

  • Title: "Completed tasks".
  • Table with server-side sorting and pagination.
  • Columns:
    • Case ID (link to Manage Case)
    • Created date
    • Task name
    • Assigned date
    • Due date
    • Completed date
    • Handling time (days)
    • Within due date (Yes/No)
    • Total assignments
    • Assignee
    • Location
  • Summary panel:
    • Completed total
    • Within due date
    • Beyond due date
  • The summary panel and donut chart use the same active filter scope as the completed table, including the optional User filter and the completed date range.
  • Donut chart for within vs beyond due date.

3) Completed tasks by date

  • Title: "Completed tasks by date".
  • Chart: stacked bar (within vs beyond due date) with a line for average handling time (days).
  • Chart axes: x-axis Completed date; primary y-axis Tasks; secondary y-axis Average handling time (days).
  • Chart colours: within due date uses GOV.UK blue (#1d70b8), outside due date uses grey (#b1b4b6), and average handling time uses signal red (#ca3535).
  • When the visible x-axis date range is narrowed, the chart automatically re-fits both y-axes: the primary Tasks axis to the highest visible stacked task total and the secondary handling-time axis to the highest visible average handling-time value in that window.
  • Table columns:
    • Completed date
    • Tasks
    • Within due date
    • %
    • Outside due date
    • Average handling time (days)

4) Completed tasks by task name

  • Title: "Completed tasks by task name".
  • Table columns:
    • Task name
    • Tasks
    • Average handling time (days)
    • Average days beyond due date
  • Calculations:
    • Average handling time (days) = SUM(COALESCE(EXTRACT(EPOCH FROM handling_time) / EXTRACT(EPOCH FROM INTERVAL '1 day'), 0)) / COUNT(*) for the filtered completed rows grouped by task name.
    • Average days beyond due date = SUM(COALESCE(EXTRACT(EPOCH FROM due_date_to_completed_diff_time) / EXTRACT(EPOCH FROM INTERVAL '1 day'), 0) * -1) / COUNT(*) for the filtered completed rows grouped by task name.
    • Rows with null interval values are still included in the denominator (COUNT(*)).
  • Default table sort is Tasks descending.

Notes

  • CSV export is available for all tables.
  • The user filter is optional; if not selected, results span all users.
  • User Overview excludes records where role_category_label is Judicial (case-insensitive), so Judicial role category data is not shown in tables, charts, summaries, or role-category filter options on this page.
  • Completed total and completed summary are facts-backed from analytics.snapshot_user_completed_facts (SUM(tasks) and SUM(within_due) within the active filters).
  • Completed tasks by task name remains row-level from analytics.snapshot_task_rows to preserve interval-based average calculations.
  • AJAX section refreshes only load the requested section's data path (for example, completed-by-date data is fetched only for the completed-by-date section).
  • Sorting state and pagination are preserved through hidden form inputs.
  • The priority donut uses the GOV.UK palette mapping Urgent #98285d (purple), High #16548a (dark blue), Medium #8eb8dc (light blue), and Low #cecece (light grey).
  • Dates are displayed as D Mon YYYY in the UI, while date sorting and CSV export continue to use ISO YYYY-MM-DD values.