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Staff Home

Role aware

This page proves the staff daily dashboard: role queues for leads, documents, approvals, exceptions, director status, role to-dos, news, and quick access.

Audience
Staff
Current limits
It uses local invented proof data only. It does not read or write production leads, documents, approvals, payments, transcripts, compliance reports, alerts, staff tasks, or director metrics.

Support request boundary

Use Sev3 if staff queues, role switching, director status, or proof boundaries block review. Use Sev4 for copy, spacing, or proof-layout feedback. This panel does not submit a support case.

Sev1: Critical outage or data-risk emergency

Target: 1-hour response, 24/7 paging during pilot

Sev2: Major workflow blocked

Target: 4 business hours

Sev3: Standard product question or non-urgent issue

Target: 1 business day

Sev4: How-to, cosmetic, or future enhancement

Target: 2 business days

These preview controls are placeholders. Real AI answers, search, walkthroughs, and support submission come in later tickets.

Notifications8

Static proof preview

Real notification feeds, delivery, and preferences arrive in a later ticket.

Sam Director

Sam Director

sam.director@otto-fixture.test

Switch local proof role

This changes only the local shell proof. Production role changes remain server-validated future work.

Search is a keyboard-focusable skeleton. No real index or permissioned search results are implemented in this ticket.

Staff portal

Home

A local proof of the staff Home dashboard with role queues for leads, documents, approvals, exceptions, and director status.

Otto Fixture BPPE Career School - staff home proof

School Administrator ยท Sam Director

Monday, October 12 - Staff home - role queues and director snapshot

Good morning, Sam!

6 new leads - 5 documents - 4 approvals - 3 exceptions

Otto's plan for today: Start with Call Jordan Price because it needs first contact within 5 minutes, keeps the school under its response goal, and is marked high importance. Then Approve R2T4 return because it has a federal return deadline, is due in 6 days, and can create compliance exposure if it waits. Then Review 3 scanned documents because it is due today, one file blocks application completion for the oct 19 start, and is marked high importance.

New leads today

Urgent

6

2 waiting for first contact

Documents to review

Needs action

5

3 intake, 2 registrar

Approvals due

Needs action

4

R2T4, payment, credential, transcript

Exceptions open

Urgent

3

1 compliance deadline this week

Do now

Sorted by Otto priority using local proof scores.

Lead3 min

Call Jordan Price

New web lead for Medical Assistant evening classes.

Open lead

Why first: It needs first contact within 5 minutes, keeps the school under its response goal, and is marked high importance.

Approval6 days

Approve R2T4 return

$2,184.00 return for Brandon Lee is 45 days from determination.

Approve

Why first: It has a federal return deadline, is due in 6 days, and can create compliance exposure if it waits.

DocumentToday

Review 3 scanned documents

Otto sorted intake files; one needs a person to check.

Review queue

Why first: It is due today, one file blocks application completion for the Oct 19 start, and is marked high importance.

ExceptionDecide

Resolve Omar Haddad transcript hold

Past-due $325; no Title IV aid and no plan.

Review hold

Why first: It needs a decision this week, affects a transcript request and a $325 balance, and is marked medium importance.

Staff role workspaces

The same Home pattern adapts to front desk, assistant, admissions, placement, finance, and registrar work.

6 roles

Front desk

Receptionist and scheduler

Needs action

38

Calls today

9 appointments

Lisa Grant waiting 7 min

Payment plan meeting with Carla Nguyen.

Notify host

Assistant

Administrative assistant

Needs action

5

Tasks open

3 due today

Mail 4 printed diplomas

Labels ready for Ana Ruiz.

Mark mailed

Admissions

Admissions representative

Urgent

6

New leads

4 min avg first reply

Jordan Price - new lead

Medical Assistant evening web form.

Open lead

Placement

Placement coordinator

Needs action

80.1%

Verified placement

7 need proof

Jasmine Bell started at Quest

Needs employer verification before benchmark.

Send verification

Finance

Bursar

Urgent

$184K

Collected this month

$38.9K past due

R2T4 return - Brandon Lee

$2,184.00 due Oct 9.

Approve return

Registrar

Completion and records

On track

9

Ready to graduate

6 transcript requests

Jasmine Bell - Phlebotomy

Diploma, transcript, and digital credential ready.

Approve and issue

Director snapshot

Enrollment, retention, attendance, cash, and compliance status from HOME-R-009.

Enrollment

Info

14 / 20

Oct 19 start seats filled

Retention

On track

88%

Above 84% pilot goal

Attendance

On track

93%

Clock-hour attendance this week

Cash

Needs action

$184K

$38.9K past due

Compliance

Urgent

2

Deadlines in 10 days

Role quick access

groups

Staff operations group

Pinned shift notes, campus coverage, and admissions handoffs.

Open group

forms

Forms library

Enrollment packets, transcript forms, and disclosure templates.

Open forms

Central Time

Calendar

October 2026 with event and due-date markers.

All sources 6Personal calendar 1Admissions calendar 1Compliance calendar 2School calendar 1External calendar 1
SuMoTuWeThFrSa
12345678910111213141516171819202122232425262728293031

Dots show source-linked events; warning markers include due dates.

Source-linked events

Today
MeetingPersonal calendar

Director daily standup

4:30 PM CT - enrollment, cash, compliance, and staffing

Source: Sam Director calendar

Open source
Oct 13
InterviewAdmissions calendar

Jordan Price interview

Tue - 10:00 AM CT - Medical Assistant applicant

Source: Jordan Price applicant record

Open source
Oct 16
MeetingCompliance calendar

BPPE evidence folder review

Fri - 11:30 AM CT - annual report artifacts

Source: BPPE annual report checklist

Open source
Oct 19
Start dateSchool calendar

October cohort start date

Mon - orientation and first class window

Source: Oct 19 cohort calendar

Open source
Oct 22
Due dateCompliance calendar

R2T4 approval due

Thu - finance approval queue closes at 5:00 PM CT

Source: R2T4 approval queue

Open source
Oct 27
ExternalExternal calendar

External audit prep hold

Tue - imported calendar placeholder

Source: Google/Microsoft placeholder

Open source

External Google and Microsoft calendar sync is a proof-only placeholder and does not read or write external calendars.

Calendar and source-linked events use invented local proof data only and do not read or write production calendar, course, attendance, admissions, compliance, personal, or external calendar rows.

Staff publishing proof

Manage News

Target, schedule, expire, pin, and require acknowledgment before publishing to role-aware feeds.

Draft announcement

Target

School administrators

Schedule

Publish today at 4:30 PM PT

Expiration

Expires Dec 2, 2026

Notification

In-app now, email digest tonight

Targeting

Whole school

All active students and staff

Role: School administrators

Director, registrar, finance, compliance

Program: Medical Assistant

Students and assigned faculty

Cohort: Oct 19 start

Applicants and enrolled students

Course: MED 120

Current section roster

Group: Medical Coders Club

Members and moderators

Announcement queue

publishedPinnedAck required

BPPE annual report evidence folder ready

School administrators - Published today 4:30 PM PT

Expires Dec 2, 2026 - In-app and email

38 of 42 acknowledged

scheduled

Flu shot clinic

Whole school - Publishes Oct 13, 2026 8:00 AM PT

Expires Oct 18, 2026 - In-app only

draftAck required

Updated externship conduct policy

Medical Assistant Diploma - Not scheduled

No expiration set - Held until published

Acknowledgment tracking ready

Policy notice evidence

Required acknowledgments are tracked by person, role, timestamp, and announcement version for later export.

Manage News uses invented local proof data only.

Publish, schedule, expire, pin, acknowledge, export, and notify controls do not write production announcements.

Notification labels preview user preference behavior but do not send in-app or email messages.

Staff news feed

All 4Courses 0Campus 3Mentions 0
CampusAnnouncementAcknowledge

BPPE annual report evidence folder ready

Compliance uploaded the draft checklist for director review.

35 min ago

Compliance announcement

Target: School administrators - Notifications: In-app and email

Campus

Placement benchmark update

Career Services verified 80.1% placement for the current report.

Today

Career Services

Campus

Autopay failures increased this week

Finance queued follow-up tasks after 9 autopay payments failed.

Today

Finance

Admissions

Applicant status changed

Jordan Price moved to interview scheduled for the Oct 19 start.

Yesterday

Admissions

Empty filter state: No new information to share!

News feed uses invented local proof data only and does not read, publish, notify, acknowledge, or expire production announcements.

Proof boundary

Uses invented local proof data only.

Does not read or write production leads, documents, approvals, payments, transcripts, compliance reports, alerts, or staff tasks.

Add to-do opens a local dialog preview and does not save, assign, email, or notify anyone.

Manage News uses local proof data and does not publish, expire, notify, acknowledge, or export production announcements.

Calendar and source-linked events use local proof data and do not sync with Google, Microsoft, or production calendar rows.

Otto priority scores and reasons are deterministic local calculations; no model is called.