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Overview

The admin dashboard provides create forms for the three core operational workflows. Each form opens as a dialog and can be triggered from its respective data page or via chat slash commands.

Lot Submission

Record vehicle counts by type and staff levels for a location

Quality Inspection

Log a vehicle inspection with defect categories and notes

Rock Report

Create an A3 rock report with facts, causes, and actions

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Create Submission

The Create Submission dialog records vehicle counts across submission types for a specific location. This data feeds into backlog calculations and staffing models.

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Opening the Dialog

1

Navigate to Submissions

Go to the Submissions page from the sidebar navigation
2

Click New Submission

Click the New Submission button in the page header
You can also open this dialog by typing /submission in a chat channel.

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Form Fields

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Location

FieldDescriptionRequired
LocationThe parking lot or area for this submissionYes
Select a location from the dropdown. Only locations configured for the current auction are shown.

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Entries

Once a location is selected, the form loads the submission types enabled for that location. Each type has:
FieldDescriptionRequired
TypeThe submission type name (read-only, from location config)—
CarsNumber of vehicles counted for this typeNo
StaffNumber of people currently working this typeNo
Only entries with a car count greater than 0 are included in the submission. Types left at 0 are excluded automatically.

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Submitting

1

Select Location

Choose a location from the dropdown
2

Enter Counts

Enter vehicle counts (and optionally staff counts) for each type
3

Click Create Submission

Click Create Submission to save the data

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Validation Rules

RuleDetail
Location requiredA location must be selected
At least one entryAt least one type must have a car count > 0
Car countMust be a non-negative integer
Head countMust be a positive integer (min 1) when provided

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Create Inspection

The Create Inspection dialog logs a quality inspection for a single vehicle, recording defects found and optional notes for each.

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Opening the Dialog

1

Navigate to Quality

Go to the Quality page from the sidebar navigation
2

Click New Inspection

Click the New Inspection button in the page header
You can also open this dialog by typing /inspection in a chat channel.

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Form Fields

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Vehicle Information

FieldDescriptionRequired
LocationThe location where the inspection occurredYes
VIN NumberThe 17-character Vehicle Identification NumberYes
The VIN field automatically converts input to uppercase to ensure consistency.

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Defects

The form displays all available defect categories as checkboxes. Check each defect found during the inspection.
FieldDescriptionRequired
Defect checkboxSelect to mark this defect as foundAt least 1
NotesOptional notes for the selected defect (up to 500 characters)No
When a defect is checked, a notes textarea appears below it for additional details.

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Submitting

1

Select Location

Choose the inspection location
2

Enter VIN

Enter the full 17-character VIN
3

Check Defects

Select all defects found during the inspection
4

Add Notes (Optional)

Add notes for any checked defects that need clarification
5

Click Create Inspection

Click Create Inspection to save the record

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Validation Rules

RuleDetail
Location requiredA location must be selected
VIN formatMust be exactly 17 characters
At least one defectAt least one defect category must be checked
Notes lengthEach defect’s notes must be under 500 characters

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Create Rock Report

The Create Rock Report dialog follows the A3 problem-solving methodology. It collects structured information across five sections: basic info, facts, causes, countermeasure actions, and KPI impacts.

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Opening the Dialog

1

Navigate to Rocks

Go to the Rocks page from the sidebar navigation
2

Click New Rock Report

Click the New Rock Report button in the page header
You can also open this dialog by typing /rock in a chat channel.

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Form Sections

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1. Basic Information

FieldDescriptionRequired
Issue NameShort description of the issue (max 200 chars)Yes
AreaThe affected area (max 100 chars)Yes
LocationThe location where the issue occurredNo
Assigned ToAuction member responsible for resolutionNo

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2. Facts (5W2H)

The 5W2H framework captures the factual context of the rock. Fill in at least 3 of the 6 fields.
FieldPromptRequired
WhoWho is involved or affected?—
WhatWhat happened?—
WhereWhere did it occur?—
WhenWhen did it happen?—
How ManyHow many units/items affected?—
How MuchWhat is the financial or quantitative impact?—
At least 3 of the 6 fact fields must be filled in. The form will show an error if fewer than 3 are provided.

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3. Potential Causes

Identify root causes of the rock. Each cause requires at least 10 characters to encourage meaningful analysis.
ConstraintValue
Minimum causes1
Maximum causes5
Minimum length per cause10 characters
Click Add Cause to add additional cause entries (up to 5). Click the trash icon to remove a cause.

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4. Actions & Countermeasures

Define corrective actions to address the root causes.
FieldDescriptionRequired
IssueThe specific issue this action addressesYes
CountermeasureThe proposed corrective actionYes
Responsible PersonAuction member assigned to this actionNo
Completion DateTarget date for completing the actionNo
ConstraintValue
Minimum actions1
Maximum actions10
Click Add Action to add additional actions. Each action appears in its own bordered card for clarity.

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5. KPI Impacts

Select which Key Performance Indicators are affected by this rock.
KPIDescription
SafetyEmployee or visitor safety impact
QualityProduct or service quality impact
DeliveryTimeliness or scheduling impact
CostFinancial or resource impact
EngagementTeam morale or participation impact
At least one KPI impact must be selected. This helps categorize rocks for analytics and trend tracking.

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Submitting

1

Fill Basic Information

Enter the issue name, area, and optionally select a location and assignee
2

Document Facts

Fill in at least 3 of the 6 fact fields (5W2H)
3

Identify Causes

Add 1-5 potential root causes (10+ characters each)
4

Define Actions

Add 1-10 corrective actions with countermeasures
5

Select KPI Impacts

Check at least one affected KPI
6

Click Create Rock Report

Click Create Rock Report to save

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Validation Summary

All validation errors are displayed in a summary at the bottom of the form, above the action buttons.

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Triggering from Chat

All three create forms can be opened from the chat message input using slash commands. See Slash Commands for details.
CommandOpens
/submissionCreate Submission dialog
/inspectionCreate Inspection dialog
/rockCreate Rock Report dialog
When a form is submitted successfully via a slash command, a system message is automatically posted to the chat channel to notify the team.

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Troubleshooting

Cause: No locations are configured for this auction.Solution:
  1. Go to Locations in the sidebar
  2. Verify locations exist for this auction
  3. For submissions, ensure locations have submission types enabled (see Location Configuration)
Cause: No members have been added to this auction.Solution:
  1. Go to Members in the sidebar
  2. Invite or add members to the auction
  3. Reopen the form dialog
Cause: No submission types are enabled for the selected location.Solution:
  1. Go to Locations and select the location
  2. Click the Submission Types tab
  3. Enable the types you want available for this location
  4. See Submission Types for details
Solution: Review the error messages displayed at the bottom of the form or above specific fields. Common issues:
  • Missing required fields (issue name, area, VIN)
  • Fewer than 3 fact fields filled (rock reports)
  • No KPI impacts selected (rock reports)
  • No defects checked (inspections)
  • No entries with car count > 0 (submissions)

Submission Types

Configure vehicle types and activity rates

Chat Management

Chat features including slash commands

Location Management

Set up and configure locations

Analytics

View submission and quality trends