UI PREVIEW · Design Review v1.0

AMR — Request For Action (RFA) Module

At Home Remodel & Repair · RFA Module mockup · v1.0

What is RFA?

RFA (Request For Action) is a project-level chat/ticketing system that lets clients and the admin team communicate about specific issues, questions, or requests on a project. Each project can have multiple RFAs — each is its own subject-based chat thread with status lifecycle, SLA tracking, attachments, and real-time chat feel.

Open
Newly created, awaiting admin reply
In Progress
Active discussion in motion
Resolved
Admin marked resolved, awaiting close
Closed
Fully closed and archived
ADMIN SIDE

Admin RFA Dashboard & Chat

Global RFA dashboard with filters, bulk actions, SLA tracking, and full chat experience with internal notes.

  • Global dashboard with status / priority / project filters
  • SLA badges (overdue / due soon / met) + Unassigned filter
  • Bulk actions (assign, close, mark spam, delete)
  • WhatsApp-style chat with typing indicator + read receipts
  • Internal notes (amber, hidden from client)
  • Status / priority / assign actions with modals
  • Image preview, file attachments, search in chat
  • Configurable Settings page (SLA, auto-close, rate limits)
CLIENT SIDE

My RFAs Dashboard & Chat

Client view of all their RFAs with friendly status labels, create new RFA flow, and chat with "Issue Not Fixed" workflow.

  • "My RFAs" sidebar link with unread badge
  • Client-friendly status labels (e.g. "Awaiting Your Confirmation")
  • New RFA form with project picker + attachments
  • Chat with read receipts + typing indicator
  • "Issue Not Fixed" flow when admin marks resolved
  • Edit/delete own message within 5 min (with tooltip)
  • Draft auto-save, image preview, search
  • SLA hidden, no internal notes visible

How to Test

Admin Side:
  1. Dashboard: filter by status/priority/SLA. Try "Unassigned" + "Overdue" toggles
  2. Click any RFA → opens the chat screen
  3. Try "Add Internal Note" — amber bubble, only admins see it
  4. Click ⋯ More → try Edit Subject, Mark Spam, Force Close, Reopen modals
  5. Try "Assign" — pick a team member; "Priority" — change priority
  6. Hover image attachment → click to open lightbox
  7. Try the chat search (🔍 in chat header)
  8. Open Settings (sidebar) → see configurable SLA / auto-close / polling
  9. Try bulk actions: tick checkboxes on dashboard → toolbar appears
  10. Note the "Disputed" badge on RFA-BBR-003 (client said issue not fixed)
Client Side:
  1. Dashboard: see RFAs with friendly status labels
  2. Click "+ New RFA" → fill the form, attach files
  3. Open an RFA → chat screen with read receipts + typing indicator
  4. Try edit/delete on own message (within 5 min only)
  5. Open RFA-BBR-002 (Resolved status) → see "Awaiting Your Confirmation" banner with "Issue Not Fixed" button
  6. Hover image → preview; click image → lightbox
  7. Search within chat (🔍 in header)
  8. Type in composer → notice typing indicator appears for admin view
Note: This is a visual mockup only — nothing is saved between pages. Refreshing will reset. Sample data reflects realistic RFA scenarios from the AMR system.
Built for feedback & approval · Once signed off, we move to functional development
WICK