POD Governance
Ups & Downs Workflow · Priorities & Achievements · Reports — UI Mockup
🎨 HTML Mockup  ·  36 pages & subpages  ·  Every section deep-linked
🔄 Design Iteration v867 📅 19 Sep 2026 📜 Design History
Implementation status: Implemented in React web app Feature gap with open AzDO work item (dashed border + 🚧 corner + ticket link)
Authentication
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🔑
Login / Magic Link
Passwordless sign-in. Enter a ValueLabs email → magic-link sent → one-click demo login.
Auth
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🔐
Auth Verify
Magic-link token landing page — verifying spinner → success redirect or error with back-to-login. Toggle states via demo buttons.
Auth
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🔒
Access Denied
Where a page you cannot open lands — a plain refusal, or for someone who holds the page’s role but is acting as another, “Switch to <role>”. Toggle states via demo buttons.
Shell
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📬
Email Notifications
Public page opened from a link in any notification email — stop this kind of email or all of them, pause, switch categories. No sign-in. Toggle states via demo buttons.
Public
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🎉
Auth Activate
Invitation-link account activation — set display name form → success animation or missing-token error. Toggle states via demo buttons.
Auth
Entry & Navigation
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🧭
Module Picker
Post-login hub — choose Ups & Downs, Priorities & Achievements, Reports, or the Admin Portal.
Hub
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🏢
Project Selector
Pick an account before entering the Ups & Downs flow. Search, filter by POD, status + cycle badges.
Flow
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🗓️
Project Timeline
Shared per-project event log for every role (except Admin). Post events visible up the reporting chain or to everyone; optionally draft them into Ups/Downs/Priorities/Achievements.
Collaborate
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🤝
Meeting Notes AI
Upload any meeting transcript; AiDE (Fabric Token → Brownfield API) generates the MoM, mindmap & action items. Available to everyone — each meeting is visible to its participants (or everyone, if the owner chooses), with reminders and email/PDF reports. 🎥 Video upload and transcription are implemented (upload recording → Generate transcript → AiDE MoM pipeline).
AiDE
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🩺
Health
Ask AiDE for a weekly or monthly project summary. AiDE reads the Project Timeline, the Meeting Notes AI outcomes of meetings linked to the project, and the Priorities & Achievements of associates mapped to it via the reporting graph — and returns a shareable narrative with an AiDE-scored momentum gauge, achievements grouped by associate, meeting outcomes, risks & highlights. Copy / PDF / email + optional scheduled delivery.
AiDE
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📥
My Work
Everything waiting on you across every module — cycles to review, submissions due, returned items, action items and meetings to finalise — on one page with jump-in links.
Hub
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✅
My Action Items
Every meeting action item assigned to you, in one place (impl→mockup sync of the shipped screen, #983/#987): KPI strip (open / overdue / closure rate), search, Pending-only toggle, due pills, Mark done. Design-forward: 🔗 project chip + filter, 🔁 series context, 🗓️ due-date calendar.
AiDE
Ups & Downs Workflow
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📝
Project Lead
Step 1 — capture Ups & Downs per member, edit inline, attach files, submit to Project Manager.
Step 1
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🔍
Project Manager
Step 2 — review PL submissions, edit, add items, forward to Delivery SPOC or return for revision.
Step 2
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📊
Delivery SPOC
Step 3 — consolidate across projects, edit/annotate, approve and forward to Sales / AM.
Step 3
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🤝
Sales SPOC
Step 4 — add the commercial lens, edit items, approve and forward to the POD Owner.
Step 4
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🎯
POD Owner
Step 5 — POD-level review and sign-off, edit/return as needed, forward to the Cluster Head.
Step 5
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🏛️
Cluster Head
Step 6 — final read-only review, approval chain table, comment / return, and cycle close.
Step 6
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👁️
PMO Observer
Read-only view of the full workflow — status, per-level approval chain, no edits or approvals.
Read-only
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📂
Cycle History
Past review cycles — stats, status filter, Ups/Downs counts, drill into any closed cycle.
Archive
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🔎
Cycle Detail
Read-only deep view of a single cycle — full Ups & Downs, approval chain, and audit trail.
Detail
Priorities & Achievements
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🎯
Priorities & Achievements — Project Lead
Weekly resource-level priorities & achievements entry per member. Submit for review.
Weekly
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✅
Priorities & Achievements — Review
Manager review of weekly Priorities & Achievements submissions — comment, approve, or send back.
Review
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🏛️
Priorities & Achievements — Cluster Head
CEO acknowledgement view of weekly priorities & achievements with team submission status.
CEO
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📋
Priorities & Achievements — History
Read-only archive of past Priorities & Achievements weeks — week selector, submission-rate bar, per-member cards, status filter, PDF export.
Archive
Reports & Account
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📈
Reports & Analytics
Org-wide read-only reporting — governance report, cycle status, trends, Priorities & Achievements completion, exports.
Reports
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👤
My Profile
Self-service account page — personal details and Personal Access Tokens for MCP / API access.
Account
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📖
MCP Setup Guide
Standalone integration guide — configure Claude Desktop / Claude Code with a Personal Access Token, MCP tools reference, troubleshooting. Linked from the in-app nav for all users.
Integration
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🩺
System Status
Live health of the Website, API and MCP server across every environment (Production, Staging, QA, Development) — per-service status, latency, uptime and endpoints, with a “Checking…” state on every probe.
Operations
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🔔
Notifications
In-app notification centre — day-bucketed activity feed, category filter (U&D / P&A / Digest / Timeline / Account), unread-only toggle, mark-all-read, load-more pagination.
Activity
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✨
What’s New
Recent improvements to POD Governance — release notes grouped by feature area, newest first.
Account
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❓
Help & Documentation
Searchable in-app help — Getting Started, Ups & Downs, P&A, Timeline, Reports, Audit Log, MCP Integration, Profile & Tokens, Admin Portal.
Account
Admin Portal · Management
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⚙️
Admin Portal Home
Standalone admin app shell — opens on the People & Organisation hub. Use the cards below to jump straight to any section.
Admin
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👥
People & Organisation
Unified hub — Users & Roles, Invitations, PODs, Projects, Reporting Lines & Org Hierarchy in one tabbed workspace (v323 consolidation of the former Projects / PODs / Users / Reporting sections).
Manage
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🤝
Meeting Notes AI — Register
Metadata-only register of every meeting — owner, project, status (incl. 📄 Ready to process and ⏱ Stuck), access, action items; paged, filterable, CSV export; who has connected an AiDE token. Admins nudge, they do not open.
Manage
Admin Portal · Automation
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⏰
Scheduler
Review-cycle schedules and the 10 automated reminders — triggers, roles, channels, on/off toggles.
Automation
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📧
Email
One hub, two tabs — 📧 Templates (read-only: wording is authored in the codebase; rendered preview, test send, enable/disable) and ✉️ Delivery Log (every email sent — recipient, template, status, filterable + CSV).
Automation
Admin Portal · AI Integration & Reporting
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🔑
MCP
One hub, two tabs — 🔑 Tokens (Personal Access Tokens for AI assistants: issue, scope, service accounts, one-time reveal, revoke) and 🤖 Activity Log (every token-authed call — identity, tool, status, duration, slow-call badge; CSV).
AI
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🤖
AiDE
Read-only view of the model, endpoint and timeouts this deployment calls AiDE with, plus usage by run type (calls, failure rate, p50 latency) with a Refresh stamp.
AI
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🪝
Webhooks
Outbound webhooks — subscriptions (target URL, events, signing secret, status, last delivery), one-time secret reveal with Copy, and the delivery log with success / failed filter.
AI
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📊
Reports & Exports
Admin reporting — scheduled reports, on-demand exports (cycles, Priorities & Achievements, users, returns, trend, audit).
Reporting
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📋
Audit Log
Append-only system audit trail — every governance action with actor, target, and timestamp.
Reporting
Admin Portal · System
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⚙️
Settings
Runtime configuration as the API actually runs it — six read-only panels, secrets presence (never values), and an SMTP Test connection that runs the real handshake and shows the failure diagnostic when it fails. System Admin only.
System
Reference
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📜
Design History
The design-iteration timeline — every mockup version with date, changes, and source files.
Timeline
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📘
Solution Overview
Screen-by-screen reference for the whole solution — architecture, services, every screen with its role gating, and the MCP server’s surface (121 tools / 3 resources / 3 prompts). PAGES.md alongside is the same inventory for the mockup itself.
Reference