Planning
Planning Page
The Planning page is the central hub for project management, zone oversight, and team coordination. It provides comprehensive tools for monitoring zone status, managing work sessions, coordinating team members, and performing bulk operations.
Overview
The Planning page serves as the operational center for:
- Zone Management - Monitor and control individual zones
- Team Coordination - Track and manage registered users
- Bulk Operations - Perform actions on multiple zones
- Session Management - Monitor and control work sessions
- Quality Control - Manage flags, blocking, and verification
Access Requirements
Basic Access:
- Active Project - Must be assigned to a current project
- Project Registration - Must be registered in the project
Feature-Specific Permissions:
| Feature | Description |
|---|---|
| Zone Session Management | Create/modify work sessions |
| Zone Blocking | Block/unblock zones |
| Zone Flags | Manage zone flags |
| Download checklists | Generate, view and download checklists for one or multiple projects |
| User Registration | View registered users panel |
Interface Layout
Desktop Layout
Mobile Layout
Core Components
1. Zone Search & Pagination 
Search Functionality:
- Real-time filtering as you type
- Zone code search - Find by identifier
- Multi-criteria filtering via filter panel
- Result count display
Pagination Controls:
- Page navigation with configurable page size (default: 100)
- Total count indicator
- Next/Previous navigation
- Direct page jumping
2. Zone Grid Display
Interactive Features:
- Single click - View zone details
- Multi-select mode - Select multiple zones for bulk actions (only if current user is registered on the project)
- Search filtering - Find specific zones
- Pagination - Navigate through large zone lists
Zone Status Colors:
| Status | Color | Meaning |
|---|---|---|
| Undefined |  | Ready for scanning |
| Scan - plan |  | Ready for scanning |
| Scan - busy |  | Currently being scanned |
| Scan - ready |  | Scan completed |
| Verify - plan |  | Ready for verification |
| Verify - busy |  | Currently being verified |
| Verify - ready |  | Verification complete |
| Export - plan |  | Ready for export |
| Export - busy |  | Verification complete |
| Export - ready |  | Cannot proceed |
3. Right Panel (Desktop) / Bottom Bar (Mobile)
A. Zone Management Features
Zone Information Panel
Information Displayed:
- Zone code and description
- Current status and history
- Associated work sessions
- Zone properties (division, flags, etc.)
- Progress and completion details
Available Actions:
| Action | Icon | Description |
|---|---|---|
| Show scans | | Redirection to the detailed list of the scans of this zone |
| Download checklist |  | Generate the PDF list based on the defined configuration |
| Verify |  | Start the verification process (only available when registered on the project, zone is in Scan - ready status and it hasn't been scanned by the current user) |
| Set zone to scanned |  | Set the zone as scanned (only available when registered on the project and the zone is not blocked) |
| Set zone to verified |  | Set the zone as verified (only available when registered on the project, zone is in Scan - ready status and it hasn't been scanned by the current user) |
| Block/Unblock Zone |  | Prevent further work or resume work capabaility on this zone |
| Move Sessions |  | Transfer this zone's sessions to another zone |
| Re-evaluate verify function |  | Execute the code for the verify function as it was defined in the configuration (only available for global roles Super Admin, Admin, Team Admin (of the same team) and User Admin (of the same team) and project role Team Manager (when registered on the project) |
| Run TransformScans |  | Execute the code for transforming the scans as it was defined in the configuration (only available for Super Admin) |
| Assign users to zone |  | Assign users to the selected zone from the available list |
Zone Flags Management
| Flag | Icon | Description |
|---|---|---|
| 100%-verification |  | Marks zone for complete verification |
| Has remarks |  | Zone has associated remarks added by a user |
| Invalid TransformScans |  | Transformation Scans process failed |
| Invalid verify function |  | Zone verification function has errors |
| Empty zone |  | Zone contains no scan data |
| Session by client |  | Work session created by external client |
| Session with change-request |  | A user has submitted a change request on this zone |
| Intensive |  | This is custom flag defined through the Zone List Config in Settings |
| Question |  | This is custom flag defined through the Zone List Config in Settings |
| printed for WP |  | This is custom flag defined through the Zone List Config in Settings |
| Verification needed |  | Zone requires verification |
| Deviant zone verification |  | Zone verification differs from what was expected - related to Verify Zone Count type of verification |
B. Advanced Filtering
Filter Panel
Filter Categories:
All filters are custom and can be controlled by the Zone List Config in Settings.
C. Registered Users Panel
User Management
Filter Options:
| Filter | Description | Use Case |
|---|---|---|
| All Users | Show all registered users | General overview |
| 1 Open Session | Users with exactly one active session | Available for assignment |
| 2+ Open Sessions | Users with multiple active sessions | Potential conflicts |
User Information:
- Full name and username display
- Current session status
- Availability indicators
- Role and permissions context
User Assignment Process
- Select zone from grid
- Choose user from registered users panel
- Select action type (Scan or Verify)
- Confirm assignment - Session created automatically
Multi-Actions Panel
Multi-Selection of Zones
The selection of multiple zones is only enabled when the current user is registered on the project.
Selection Features:
- Click zones to add/remove from selection
- Selection counter showing number of selected zones
- Individual removal from selected zones list
- Visual indicators on selected zones
Bulk Operations
Available Actions:
| Action | Icon | Description |
|---|---|---|
| Download checklists | | Generate checklists for all selected zones |
| Verify zones | | Start verification for all zones |
| Block/Unblock zones | | Block/unblock multiple zones |
| Set zones to scanned | | Mark all zones as scanned |
| Set zones to verified | | Mark all zones as verified |
Smart Action Availability:
- Context-aware enabling - Actions only available when applicable
- Status validation - Prevents invalid state transitions
- Permission checking - Respects user permissions
- Batch processing - Handles large selections efficiently
Mobile Optimizations
Mobile Navigation Bar
Button Functions:
- Filter
Open filter panel overlay - Users
Show registered users panel - Apps
Return to main planning view - Multi-Actions
Toggle multi-selection mode
Mobile Adaptations:
- Full-screen panels - Filters and users take full screen
- Touch-friendly zones - Larger touch targets
- Swipe navigation - Navigate between panels
- Simplified layouts - Essential information only
- Quick actions - Direct access to common operations
Real-Time Features
Live Updates
- Zone status changes reflected immediately
- Session updates show real-time progress
- User availability updates as sessions change
- Filter results update with data changes
Session Management
- Active session tracking - Monitor ongoing work
- Session conflict detection - Prevent overlapping work
- Automatic cleanup - Handle abandoned sessions
- Progress monitoring - Track completion status
Troubleshooting
Planning page not accessible?
- Verify you're assigned to an active project
- Check if you are registered on the project
- Ensure project is not closed
- Contact team admin/manager for access
Zones not showing?
- Check filter settings - may be too restrictive
- Verify project has zones created
- Clear all filters and try again
- Refresh page if data seems stale
Users panel empty?
- Verify you have the appropriate permission
- Check if users are registered in current project
- Ensure project has active team members
- Contact administrator for user management
Multi-actions not working?
- Check you have the appropriate permission
- Verify you're registered in the project
- Ensure project is active
- Select zones before attempting actions
Can't modify flags?
- Verify you have the appropriate permission
- Check if zone is in modifiable state
- Ensure zone is not blocked
- Confirm flag configuration exists
PDF generation failing?
- Check you have the appropriate permission
- Verify zone has necessary data
- Ensure PDF templates are configured through Settings
- Try individual PDF before bulk generation
Mobile interface issues?
- Use bottom navigation bar for panel switching
- Tap zones firmly for selection
- Use swipe gestures for navigation
- Rotate device if layout appears cramped