81 lines
3.2 KiB
Markdown
81 lines
3.2 KiB
Markdown
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# WFDASH Standard Operating Procedures (SOPs)
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These documents define the **what, how, and how-measured** for every operator
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role in the Westcott Fasteners business. Each role has its own SOP file
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covering:
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1. **Daily / Weekly Checklist** — concrete actions with cadence
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2. **Step-by-Step Procedures** — how to do each recurring task
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3. **Decision Tree** — what to do when X happens
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4. **KPIs** — the scorecard, with how each metric is measured
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The source of truth is the markdown in this folder. The WFDASH app
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renders them at `/sops` for in-app reference.
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---
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## Roles
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| Role | File | What they own |
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|---|---|---|
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| **Quote Operator** | [`quote-operator.md`](./quote-operator.md) | Sprint queue, line-item pricing, sending quotes, follow-ups |
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| **Order Operator** | [`order-operator.md`](./order-operator.md) | Order lifecycle, purchase orders, delivery, invoicing handoff |
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| **Collection Driver** | [`collection-driver.md`](./collection-driver.md) | Mobile app, supplier pickups, deliveries, surplus/shorts |
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| **Approver / Supervisor** | [`approver-supervisor.md`](./approver-supervisor.md) | Approvals queue, pricing policy, escalations, dashboards |
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---
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## How to read these
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- Each SOP is **role-scoped**. Don't read another role's SOP unless you're
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cross-training. They overlap on shared handoffs — those overlaps are
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intentional and called out in the relevant procedures.
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- The **Daily Checklist** is the minimum bar. If you only have 10 minutes,
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do the checklist.
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- The **Decision Tree** is a fallback. When you encounter the situation
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and you don't know what to do, find the branch. The tree is not
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exhaustive — when in doubt, escalate (see each role's escalation path).
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- **KPIs are not aspirational.** They are how your performance is measured
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in the weekly review. If a KPI is unclear, raise it — don't ignore it.
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---
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## How to suggest changes
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1. Open a PR against the relevant file.
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2. PR title: `sop(<role>): <change>` (e.g. `sop(quote-operator): add
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partial-approval procedure`).
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3. Tag the approver / supervisor in the review.
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4. After merge, the `/sops` page in the app updates on the next deploy.
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If you can't write the change yourself, drop the suggestion in
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`#sop-feedback` and someone will turn it into a PR.
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---
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## Conventions used in these documents
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- **Routes** are written as `/path/to/page` (e.g. `/sprint`,
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`/orders/123`).
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- **Buttons / actions** are in **bold** (e.g. **Claim**).
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- **Status values** are in `code` (e.g. `approval_pending`,
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`collection_pool`).
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- **Collection / field names** are in `code` (e.g.
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`order_items.item_status`).
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- **SLA times** are in working days (Mon–Fri, SAST). Weekends don't
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count. The `isOlderThanWorkingDays()` helper in the dashboard uses
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the same convention.
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- **Currency** is ZAR (excl. VAT) unless otherwise noted.
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---
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## When a section is missing or wrong
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These SOPs are **derived from `APP_CAPABILITIES.md`, the
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`item_status` lifecycle, the quote/order state machines, and the
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order-workflow-rules**. If the system has changed and the SOP hasn't:
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- It's a doc bug. **File a PR** or ping the supervisor.
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- The SOP is **not** authoritative over the system. The system is
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authoritative. If they disagree, follow the system and fix the SOP.
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