[EPIC] Work Instructions Management (Dienstanweisungen) #101
Description
🎯 Vision
Implement a comprehensive Work Instructions (Dienstanweisungen) management system that enables managers to create, publish, and track acknowledgment of legally compliant work instructions for security personnel.
📋 Sub-Issues & Work Plan
Implementation Phases
- Phase 1: Backend API Foundation for Work Instructions #102 Phase 1: Backend API Foundation
- Phase 2: Frontend Editor Implementation (references: 📋 Build Work Instruction Editor (Dienstanweisungs-Konfigurator) frontend#32)
- Phase 3: Acknowledgment Workflow
- Phase 4: Advanced Features (Version History, Works Council)
📋 Phases Details
✅ Phase 1: Backend API Foundation
Status: In Progress (Issue #102)
Core API endpoints for work instructions CRUD operations, template management, and acknowledgment tracking.
Deliverables:
- Database schema (work_instructions, templates, acknowledgments)
- REST API endpoints (11 routes)
- Authorization (RBAC integration)
- Multi-language support (German/English)
- Tests (≥80% coverage)
Phase 2: Frontend Editor Implementation
Status: Planned (References: SecPal/frontend#32)
React-based work instruction builder with drag-and-drop interface and template library.
Deliverables:
- Drag-and-drop section editor (React DnD or @dnd-kit)
- Template selector sidebar
- Standard text blocks library
- Real-time preview pane
- Save as draft functionality
- Publish workflow
- API integration with Phase 1 endpoints
Phase 3: Acknowledgment Workflow
Status: Planned
Employee acknowledgment tracking and reporting.
Deliverables:
- Acknowledgment dashboard for employees
- Email notifications for new instructions
- Deadline tracking and reminders
- Manager reporting (who acknowledged, who pending)
- Export acknowledgment records (GDPR compliance)
- Multi-language notification emails
Phase 4: Advanced Features
Status: Planned
Version history, approval workflows, and Works Council integration.
Deliverables:
- Version history and diff view
- Works Council approval workflow (if applicable)
- Scope-based distribution (role, location, branch)
- Bulk acknowledgment import (for paper-based signatures)
- Analytics (average acknowledgment time, compliance rate)
- PDF export with signature fields
🎯 Success Criteria
- ✅ API Complete: All CRUD endpoints functional with tests
- ✅ Editor Functional: Drag-and-drop works, templates loadable
- ✅ Acknowledgment: Employees can acknowledge instructions
- ✅ Tracking: Managers can see acknowledgment status
- ✅ Compliance: System meets German labor law requirements (Nachweispflicht)
- ✅ Multi-Language: German and English UI + content
📚 Legal Requirements (Germany)
Nachweispflicht (Proof of Acknowledgment)
- Employees MUST acknowledge receipt of work instructions
- Records MUST be stored for audit purposes (6-10 years depending on content)
- Signature/acknowledgment MUST be timestamped and attributable
GDPR Compliance
- Acknowledgment records contain personal data
- Employees have right to access their acknowledgments
- Data retention policies must be documented
Works Council Rights
- If Works Council exists, they MAY have co-determination rights on certain instructions
- System should support approval workflow (Phase 4)
🔗 Related
- Frontend Issue: 📋 Build Work Instruction Editor (Dienstanweisungs-Konfigurator) frontend#32 (Build Work Instruction Editor)
- Overall Roadmap: SecPal Organization Project Board
- Legal Compliance:
docs/legal-compliance.md(to be created)
🔗 Dependencies
Cross-Repository
- Phase 2 depends on: Phase 1 (API must be implemented first)
- Phase 3 depends on: Phase 1 + Phase 2
- Phase 4 depends on: Phase 3
Internal
- Depends on: 🔐 Implement RBAC System (Role-Based Access Control) #5 (RBAC System) - for authorization
- Depends on: [EPIC] Multi-Language Support with Translation.io #83 (Multi-Language) - for i18n support
- Related to: User Language Preference in Profile (Override Accept-Language Header) #86 (User Language Preference) - for notification language
🚫 Non-Goals (Not in this Epic)
- Document management system (file storage for attachments - separate epic)
- E-learning modules (training content - separate epic)
- Video embedding (media management - separate epic)
- Mobile app native features (push notifications - PWA epic)
Type: Epic
Priority: High (Core Business Feature)
Estimated Timeline: 6-8 weeks (phased rollout)
Target Milestone: v0.3.0