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Common Admin Workflow

Most admin work should follow the same pattern so records remain predictable and traceable.

Standard Flow

  1. Search or create the user record.
  2. Confirm identity, email, phone, and address.
  3. Assign the correct course, bundle, membership, mentorship, session, or event.
  4. Confirm batch number and source attribution.
  5. Generate or review invoice and payment schedule.
  6. Capture manual payment records where needed.
  7. Confirm final status and audit trail.

Record Actions

ActionUse When
Save DraftAdmin needs to continue later without committing the record
CreateThe record is ready to become active in the workflow
PublishThe item should be visible or usable publicly
ArchiveThe item should no longer be used but history must remain
DeleteOnly when no business records depend on the item
SuspendA student should temporarily lose access due to payment or admin decision
UnsuspendAccess can be restored

UI Standards

  • Use enterprise tables for records that need sorting, status, or action history.
  • Use tabs for detail pages with multiple operational areas.
  • Use color icon plus label for statuses.
  • Use confirmation dialogs for destructive actions.
  • Use toasts for success, warning, and failure feedback.
  • Keep UUIDs out of user-facing tables unless no readable value exists.