Summary: The Person Management Dashboard serves as the central interface for managing personnel records, positions, and organizational assignments within your Onahiri platform. This page provides a comprehensive overview of the dashboard's layout, features, and functionality.

Interface Layout

The Person Management Dashboard features a flexible, dual-panel layout designed for efficient navigation and management:

Left Panel: List View

The left panel provides a scrollable list of all personnel or positions with the following features:

• Tab Navigation: Toggle between “Persons” and “Positions” views
• Search Box: Filter the list by name, email, ID, title, or other attributes
• Resizable Width: Adjust panel width by dragging the divider
• Collapsible Design: Minimize to icon view to maximize screen space
• Pagination Controls: Navigate through multiple pages of results
• Status Indicators: Visual badges showing active/inactive status
• Action Buttons: Add new records and refresh data from customer users

Right Panel: Details View

The right panel provides detailed information about the selected person or position:

• Header Section: Displays the person’s name, avatar/initials, and primary position
• Tab Navigation: Access different categories of information
• Editable Fields: Direct editing capabilities with save/cancel actions
• Historical Data: Position history and changes over time
• Related Records: Links to associated positions, units, and people

Key Features

Person Management

• Person Listing: View all personnel with quick filtering and sorting
• Person Details: Comprehensive view of personal information
• Person Editing: Make changes with automatic validation
• Person Status: Track active/inactive status of personnel
• Person Import: Refresh personnel data from customer users

Position Management

• Position Listing: View all positions with filtering and sorting
• Position Details: View complete position information
• Position Editing: Modify position attributes
• Position Assignment: Assign positions to personnel
• Position Tracking: Monitor who holds which positions

Detail Management Tabs

When viewing a person’s details, the following tabs are available:

1. Info Tab: Basic personal information
2. Details Tab: Additional professional information
3. Address Tab: Current and permanent address details
4. Access Tab: Application roles and permissions
5. Jobs Tab: Current and historical position assignments

Navigation

Breadcrumb Navigation

The dashboard includes breadcrumb navigation for context:

• Home: Return to the main dashboard
• OTMS: Navigate to the OTMS section
• Persons/Positions: Indicates the current section
• Selected Item: Shows the currently selected person or position

Action Controls

• Add Button: Create new persons or positions
• Refresh Button: Reload data from the server
• Edit Button: Toggle edit mode for the selected item
• View Controls: Collapse/expand the list panel
• Width Control: Resize panels by dragging the divider

Status Messages

The system provides feedback through status messages:

• Success Messages: Confirmation of successful operations
• Error Messages: Notification of failed operations
• Warning Messages: Alerts about potential issues

Search and Filtering

• Quick Search: Instantly filter list by typing in the search box
• Tab Filtering: Switch between persons and positions views
• Pagination: Navigate through large result sets

Modal Dialogs

The dashboard uses modal dialogs for focused interactions:

• Person Form: Add/edit person details
• Position Form: Add/edit position details
• Position Assignment: Assign personnel to positions
• Permission Adjustment: Modify permissions for a position
• History Viewing: Display detailed position history

Responsive Design

The dashboard adapts to different screen sizes:

• Resizable Panels: Adjust the width of list and detail panels
• Collapsible Sections: Hide/show content as needed
• Compact Views: Switch to minimal displays for small screens
• Touch-Friendly Controls: Accessible on touch devices

Data Refreshing

Keep data current with various refresh mechanisms:

• Manual Refresh: Update data on demand with the refresh button
• Auto-Updates: Some data updates automatically when changes occur
• Conditional Reloading: Data reloads when tabs or selections change

Best Practices

For optimal use of the Person Management Dashboard:

1. Use Search First: Quickly find records using the search functionality
2. Leverage Tabs: Switch between person and position views based on your task
3. Resize As Needed: Adjust panel widths for comfortable viewing
4. Use Status Filters: Focus on active or inactive records when needed
5. Check History: Review position history for complete understanding
6. Validate Changes: Review all edits before saving