Operating the Engineer Portal

Today is the default landing surface. Performers is the searchable roster. Observations is the review queue across your roster. Messages is master-detail. Analytics has three sub-views. Workbench holds protocols and pushed scripts. Practice tracks cert hours and supervision. Settings covers account, theme, and sign-out.

A Back to app link sits at the top of the sidebar to switch to the Performer-side dashboard for an account that holds both roles.

Title: Performance Optimization Dashboard. Subtitle: "Track clients, review observations, and prescribe protocols."

At Risk. Vertical list of cards with a count next to the heading ("At Risk · 5"). Each row carries the Performer name, a colored badge identifying the trigger, a one-line context, and a chevron to open the Performer.

• OVERDUE CHECK-IN — no daily check-in in 7+ days.
• STALE ENGAGEMENT — no tool completion in 14+ days.
• READINESS REGRESSION — sustained drop in the rolling Readiness Score.
• OBSERVATION PILE-UP — three or more pending observations awaiting your review.

KPI tiles. Six tiles in a row: Active Clients, Avg Readiness, Avg Body, Avg Deploy, Pending Reviews, Overdue Tasks. Each shows an em-dash when the underlying data is unavailable (Avg Body, for example, em-dashes until at least one paired Performer has connected HealthKit).

Action Items, Quadrant Distribution, Recent Activity. The lower half of Today. Action Items surfaces individual items needing decisions; Quadrant Distribution shows roster-wide Q1–Q4 averages; Recent Activity is the cross-roster timeline.

Client Roster. Bottom of Today. Search box on the left, sort dropdown on the right. Columns: Name, Domain (with level pill), Readiness, Annotations, Last Interaction.

The Performers tab carries tier filters (ALL, FREE, PAID, PREMIUM, LEADER, ENGINEER), cohort filters (one chip per cohort you have created), and three sort buttons (Name, Tier, Most recent). Counts appear inside each chip.

Roster columns: PERFORMER (avatar, name, email), DOMAIN · LEVEL (text plus L1–L6 pill), BODY (Body Readiness percentage or em-dash), DEPLOY (Deployment Score percentage, color-coded by band), TIER (Free / Paid / Premium — including Group Rate), CONN. (connection age).

Subtitle: "Your clients' Leader observations. Acknowledge, escalate, or mark monitored." Status filters (All, Active, Monitoring, Resolved) and quadrant filters (Q1, Q2, Q3, Q4) sit above the inbox.

Each row shows the Performer name, the quadrant marker, severity badge, status badge, age, and a chevron to expand. Per-row actions: Acknowledge, Mark monitored, Mark resolved, AI Insight (on demand). The 24-hour edit window from the Leader Manual applies to the original observation, not your review state — your review actions update freely.

Subtitle: "Direct conversations with your roster. Master-detail view — thread list left, conversation right." Thread list on the left shows Performer name, one-line preview of the last message, and timestamp. Right pane shows the selected conversation with a reply box at the bottom (Cmd/Ctrl + Enter to send).

A Back to dashboard link sits below the thread list to return to Today.

Subtitle: "What's happening across your whole roster." Three sub-views.

Roster. Domain filter chips at top (ALL plus one chip per domain). Five tiles: Total Clients, Avg Readiness, Avg Body, Avg Deploy, Checked In Today. Three cards: Construct Distribution histogram (binned 0–20 / 20–40 / 40–60 / 60–80 / 80–100), Top Cascade Patterns (quadrant-to-quadrant arrows with counts), 14-Day Readiness Trends (per-Performer sparklines).

Patterns. Top observation patterns, top tools by completion, Performers most at risk.

Cohorts. Cohort selector with per-cohort summary and roster.

Subtitle: "What you have built. Protocols, pushed scripts, prescription templates."

Protocols. Compose reusable prescription sequences with conditional branching, applicable to any client. Two-column layout: protocol list on the left, selected protocol on the right with Assign to client and Delete actions, plus an Active assignments panel showing per-Performer current step, status, and an Advance button. Each step carries a Tool dropdown, target completions, cadence (days), engineer + performer rationale, and an optional conditional branch checkbox.

Pushed Scripts. Visualization scripts pushed to paired Performers, with playback status. The Push new script button on the right opens a Performer picker plus a script composer (12,000-character limit, soft warning at 10,000). Pushed scripts appear in the Performer's Visualization Library tagged "From you," with audio pre-rendered.

Prescription Templates. Tagged FUTURE — placeholder for the next Workbench iteration. Not built in the current Phase.

Me. Cert-hour log, advancement progress (months in level + hours toward next level), CE renewal status. Inline form to log CE credits — open-ended within the 2-year cycle, no hours target.

Review (L2+). Queue of L1 observations awaiting review. Approve / annotate / escalate.

Supervisees (L3). Per-supervisee hours rollup, observation cadence, advancement-readiness signals.

Consult (L3). Peer-consult thread visible only to active L3 readers per RLS.

Three sections. Account shows email, tier (ENGINEER badge), and Practitioner code (PMM-XXXXXXX). The Practitioner code is the pairing code Performers enter on their app.

Theme is automatic — the Engineer Portal renders dark; the rest of the app renders light. User-controlled theme switching is on the near-term roadmap.

Session has a Sign out button. Server-side data is unchanged.

• Overview. Performer Context (5 onboarding fields), Limiter Editor (multi-author chip list), 14-day Readiness chart, Recent tool completions, Recent observations, your last 5 KDG ratings.
• Reflections. Q4 reflection narratives paired with same-event observations. RoG badges (Aligned, Performer overrating, Performer underrating, Opposite quadrants) surface when self-rating diverges from yours.
• KDG History. Chronological list of every Deployment rating. Line graph at top with the Performer's self-assessment overlaid as a dashed line.
• Observations. Every observation logged on this Performer (yours and the Leader's). Same actions as the global inbox.
• Scripts. Push custom visualization scripts to this Performer's Visualization Library. 12k-character cap, audio synthesizes in the background.
• Goals. Gated by the Share Goals consent flag (off by default). When on, shows the Performer's BTE 3C structure, goal progress, and Goal Reality Check results.
• Messages. Direct one-to-one thread. The global Messages tab surface is a master-detail view of these per-Performer threads.