# Visual Documentation Plan for Product Features

**Last Updated:** 2026-01-08

Plan for creating visual documentation (screenshots, diagrams, flowcharts) for all product features.

## Visual Documentation Standards

### Screenshot Standards

**Format:**

- **Web:** WebP format (better compression, quality)
- **Detailed:** PNG format (for complex screenshots requiring pixel-perfect detail)
- **Size:** Maximum 1920px width, optimized for web
- **Quality:** 85-90% quality for WebP, 80-85% for PNG

**Naming Convention:**

- `[feature-slug]-[view-type].webp`
- Examples: `abwesenheiten-dashboard.webp`, `lohnabrechnung-mobile.webp`

**Alt Text Format:**

- "[Feature name] [view type] showing [key elements]"
- Example: "Abwesenheiten dashboard showing vacation calendar and pending requests"

**Placement:**

- After relevant text section
- Include caption describing what's shown
- Use responsive image markup with srcset

### Diagram Standards

**User Flow Diagrams:**

- Format: SVG (scalable) or PNG (if complex)
- Show step-by-step processes
- Include decision points clearly
- Use consistent symbols and colors
- Tools: Mermaid (for markdown), Draw.io, or similar

**Integration Diagrams:**

- Format: SVG preferred
- Show how features connect to other systems
- Include data flow arrows
- Label all components clearly

**Architecture Diagrams:**

- Format: SVG or PNG
- Show system components and relationships
- Use consistent styling
- Include legend if needed

## Screenshot Requirements by Feature

### 1. Abwesenheiten

**Required Screenshots:**

- Dashboard view: `/v2/img/screenshots/abwesenheiten-dashboard.webp`
  - Shows: Calendar view, pending requests, availability overview
  - Alt: "Abwesenheiten dashboard showing vacation calendar and pending requests"
- Mobile view: `/v2/img/screenshots/abwesenheiten-mobile.webp`
  - Shows: Mobile app interface for requesting absences
  - Alt: "Abwesenheiten mobile app showing absence request form"
- Request form: `/v2/img/screenshots/abwesenheiten-request.webp`
  - Shows: Absence request interface
  - Alt: "Abwesenheiten request form with date picker and reason selection"

**Diagrams:**

- User flow: Absence request → Approval → Calendar update
- Integration: Connection to Schichtplanung and Zeiterfassung

### 2. Lohnabrechnung

**Required Screenshots:**

- Payroll dashboard: `/v2/img/screenshots/payroll-dashboard.webp`
  - Shows: Payroll overview, employee list, calculation status
  - Alt: "Lohnabrechnung dashboard showing payroll overview and employee calculations"
- Calculation view: `/v2/img/screenshots/payroll-calculation.webp`
  - Shows: Detailed payroll calculation interface
  - Alt: "Lohnabrechnung calculation view showing hours, deductions, and net pay"
- DATEV export: `/v2/img/screenshots/payroll-datev-export.webp`
  - Shows: DATEV export interface and options
  - Alt: "Lohnabrechnung DATEV export interface showing export options"

**Diagrams:**

- User flow: Time tracking → Payroll calculation → DATEV export
- Integration: DATEV, Zeiterfassung, Schichtplanung

### 3. Dokumentenmanagement

**Required Screenshots:**

- Document library: `/v2/img/screenshots/dokumentenmanagement-library.webp`
  - Shows: Document list, categories, search
  - Alt: "Dokumentenmanagement library showing categorized documents and search"
- Document upload: `/v2/img/screenshots/dokumentenmanagement-upload.webp`
  - Shows: Upload interface with drag-and-drop
  - Alt: "Dokumentenmanagement upload interface with drag-and-drop functionality"
- Deadline management: `/v2/img/screenshots/dokumentenmanagement-deadlines.webp`
  - Shows: Deadline calendar and reminders
  - Alt: "Dokumentenmanagement deadline calendar showing upcoming document deadlines"

**Diagrams:**

- User flow: Document upload → Categorization → Deadline tracking
- Integration: Digitale Personalakte, Abwesenheiten

### 4. Digitale Personalakte

**Required Screenshots:**

- Employee file view: `/v2/img/screenshots/personalakte-employee-file.webp`
  - Shows: Complete employee file with all documents
  - Alt: "Digitale Personalakte employee file showing all documents and information"
- Document management: `/v2/img/screenshots/personalakte-documents.webp`
  - Shows: Document organization within employee file
  - Alt: "Digitale Personalakte document management interface"
- Form builder: `/v2/img/screenshots/personalakte-forms.webp`
  - Shows: Personalfragebogen creation interface
  - Alt: "Digitale Personalakte form builder for creating employee questionnaires"

**Diagrams:**

- User flow: Employee onboarding → Document collection → File completion
- Integration: Dokumentenmanagement, Abwesenheiten, Zeiterfassung

### 5. Checklists

**Required Screenshots:**

- Checklist dashboard: `/v2/img/screenshots/checklists-dashboard.webp`
  - Shows: List of checklists, status, assignments
  - Alt: "Checklists dashboard showing active checklists and completion status"
- Checklist detail: `/v2/img/screenshots/checklists-detail.webp`
  - Shows: Individual checklist with tasks and status
  - Alt: "Checklists detail view showing tasks and completion status"
- Mobile checklist: `/v2/img/screenshots/checklists-mobile.webp`
  - Shows: Mobile app interface for completing checklists
  - Alt: "Checklists mobile app showing task completion interface"

**Diagrams:**

- User flow: Checklist creation → Task assignment → Completion tracking
- Integration: Zeiterfassung, Dokumentenmanagement

### 6. Mobile Apps

**Required Screenshots:**

- App store view: `/v2/img/screenshots/mobile-apps-store.webp`
  - Shows: App store interface with available apps
  - Alt: "Mobile Apps store showing available Ordio mobile applications"
- App features: `/v2/img/screenshots/mobile-apps-features.webp`
  - Shows: Key mobile app features
  - Alt: "Mobile Apps features overview showing main functionality"
- Integration view: `/v2/img/screenshots/mobile-apps-integrations.webp`
  - Shows: Available integrations in app store
  - Alt: "Mobile Apps integrations view showing available third-party integrations"

**Diagrams:**

- Architecture: Mobile app → Backend API → Core features
- Integration: All feature integrations

### 7. Events

**Required Screenshots:**

- Event dashboard: `/v2/img/screenshots/events-dashboard.webp`
  - Shows: Event list, upcoming events, team assignments
  - Alt: "Events dashboard showing event list and team assignments"
- Event planning: `/v2/img/screenshots/events-planning.webp`
  - Shows: Event creation and planning interface
  - Alt: "Events planning interface for creating and managing events"
- Team assignment: `/v2/img/screenshots/events-team-assignment.webp`
  - Shows: Assigning team members to events
  - Alt: "Events team assignment interface showing employee selection"

**Diagrams:**

- User flow: Event creation → Team assignment → Schedule generation
- Integration: Schichtplanung, Zeiterfassung

### 8-9. Webinar & Payroll Webinar

**Required Screenshots:**

- Webinar registration: `/v2/img/screenshots/webinar-registration.webp`
  - Shows: Webinar registration form
  - Alt: "Webinar registration form showing signup interface"
- Webinar details: `/v2/img/screenshots/webinar-details.webp`
  - Shows: Webinar information and schedule
  - Alt: "Webinar details page showing schedule and topics"

**Diagrams:**

- User flow: Registration → Confirmation → Attendance

### 10-11. Schichtplanung & Zeiterfassung (Enhancement)

**Additional Screenshots Needed:**

- Enhanced workflow diagrams
- Integration diagrams
- Mobile app screenshots

## Diagram Requirements

### User Flow Diagrams

**Required for:**

- Abwesenheiten: Request → Approval workflow
- Lohnabrechnung: Calculation → Export workflow
- Dokumentenmanagement: Upload → Categorization workflow
- Digitale Personalakte: Onboarding → File completion workflow
- Checklists: Creation → Completion workflow
- Events: Creation → Team assignment workflow

**Format:** Mermaid diagrams in markdown or SVG files

### Integration Diagrams

**Required for:**

- Feature relationships: How features connect
- System architecture: Backend → Frontend → Mobile
- External integrations: DATEV, Personio, etc.

**Format:** SVG preferred for scalability

## Implementation Plan

### Phase 1: Screenshot Creation

1. **Access to Product**

   - Need access to Ordio product (staging or production)
   - Create test accounts for each feature
   - Set up test data for realistic screenshots

2. **Screenshot Capture**

   - Use browser DevTools for web screenshots
   - Use device emulation for mobile screenshots
   - Ensure consistent styling and data

3. **Image Optimization**
   - Convert to WebP format
   - Optimize file sizes
   - Add proper alt text and captions

### Phase 2: Diagram Creation

1. **User Flow Diagrams**

   - Create Mermaid diagrams in markdown
   - Or create SVG diagrams using Draw.io
   - Include in documentation files

2. **Integration Diagrams**
   - Map feature relationships
   - Show data flow
   - Include in technical sections

### Phase 3: Integration

1. **Add to Documentation**

   - Insert screenshots in appropriate sections
   - Add diagrams to technical/user experience sections
   - Update alt text and captions

2. **Validate**
   - Check all images load correctly
   - Verify alt text is descriptive
   - Ensure responsive behavior

## File Organization

**Screenshot Directory:**

- `/v2/img/screenshots/` - All feature screenshots

**Diagram Directory:**

- `/v2/img/diagrams/` - All feature diagrams

**Naming Convention:**

- Screenshots: `[feature-slug]-[view-type].webp`
- Diagrams: `[feature-slug]-[diagram-type].svg`

## Related Documentation

- [Best Practices Report](BEST_PRACTICES_REPORT.md)
- [Content Enhancement Plan](CONTENT_ENHANCEMENT_PLAN.md)
- [Documentation Template](../../DOCUMENTATION_TEMPLATES.md)
