Workfloor

One place to distribute the day's work, run it as it happens, and generate the monthly reports automatically — built for the Prevail team.

Processes tracked

Report types

Quarterly database

Before Workfloor — done by hand

Seniors filter & sort raw GoRev exports, then hand out visits manually each day, one process at a time.

No live view of who started what, who's on break, who's off, or what's complete.

The monthly attendance + productivity report is assembled by hand from several exports.

With Workfloor

✓

Upload each export → auto filter/sort by process → distribute to present agents, save, repeat — with Pull Back to undo a process if something's wrong.

✓

Agents see only today's visits; start/complete/break/days-off all tracked automatically.

✓

The quarter's data lives in one database → all three monthly reports generate from it directly.

The surfaces

🧭

Senior Console

Upload each day's exports, set who's in, distribute every process — TDIs, Plan Reviews, NSA, New Payment Received, Arb, CMS Offers, Determinations, or a custom "Other" process. Save presets, accumulate saves through the day, pull back a process if needed. Investigate any visit across the quarter.

Open console →

🎯

Agent Workspace

Sign in by name, see only today's visits, copy-to-start, mark Completed / Inquiry / Ineligible, take a break — all tracked. Excel-style column filters and auto-refresh keep the list current without a reload.

Open workspace →

📊

Reports Ledger

Three report types from the same data — Client (full productivity + attendance), Management (one summary tab), and Team (one senior's direct reports) — each a styled .xlsx built in the browser. A Posting section (accounts/checks/payments) appends to whichever you pick when a GoPP export is uploaded.

Open ledger →

🔎

Quality Control

The Auditing team uploads each day's GoBP export; the page pulls the agents' CMS Inspection and Statement notes, accumulating them by quarter. Auditors classify each with a controlled Source • Field • Error-type rubric whose severities live in a Mistake Studio — feeding "which mistakes repeat, and for whom". New — in build.

Open Quality Control →

Where we are

✓

Foundation — design system, all three frontends, data model from real exports, backend, quarterly database. Done.

✓

Live — deployed on the company Google account behind Cloudflare Pages, real roster loaded, agent workspace running. Done.

✓

Assignments workbench — every process distributes (incl. custom "Other"), presets, accumulate-on-save, Pull Back, Excel-style Review filters, facility-coherent splitting. Done.

✓

Reports — Client, Management, and Team reports (each with an optional appended Posting section) all generate from the live database. Done.

●

Pre-rollout hardening — local version control, write-locking on every backend save, and surfacing errors instead of failing silently are done; Days Off capture now logs automatically. Auth model and demo-controls removal still ahead of stakeholder rollout.

Runs on the company Google account · secured by sign-in · nothing to install.