Contributor Workflow

The Contributor Workflow enables Admins to delegate metric ownership to team members. Contributors update specific metrics they own, while structural changes (names, targets, thresholds) remain under admin control.

Inviting Contributors

Admins invite Contributors through the User Management Modal (Settings > User Management > Invite tab):

1. Enter the invitee's name, email, and select the Contributor role.
2. Click Send Invite.
3. RWRD automatically sends a branded welcome email to the invitee with:
   • Company name and who invited them
   • The role they have been assigned (Contributor)
   • A direct link to join the organization
4. The invitee clicks the link, creates a password, and is added to the organization.

After joining, the Admin must assign metric ownership by opening individual metric modals and setting the Owner field to the new Contributor. Only owned metrics appear on the Contributor's task list.

Contributor Task List

When a Contributor logs in, they see a Contributor Task List instead of the full dashboard. This is their primary landing page, designed to surface what needs attention.

The task list groups owned metrics by urgency:

• Overdue (red section) -- Metrics where the last update was more than 30 days ago. These need immediate attention.
• Due Soon (yellow section) -- Metrics last updated 15-30 days ago. These should be updated soon.
• Up to Date (green section) -- Metrics last updated within the past 15 days. No action needed.

Each metric in the list shows:

• Metric name and current value
• Last updated timestamp
• Update frequency (weekly, monthly, quarterly)
• A lock badge if the metric's period has been published (see Period Lock for Contributors)

Clicking a metric opens the edit modal directly, pre-filled with current values.

Contributor + Viewer toggle: If a Contributor also has the Viewer role, a toggle at the top of the page allows them to switch between their task list and the most recent published dashboard snapshot in read-only mode.

Updating Metrics

Contributors can update period-specific fields directly -- these save immediately without admin approval:

• Current Value -- The latest metric reading
• Status Notes -- Context about the current state
• Action Plans -- Steps being taken to improve or maintain the metric
• Last Updated timestamp (set automatically)

When a Contributor saves, the metric card on the dashboard reflects the new value immediately, and the update is recorded in the submission audit trail (see Submission Audit Trail).

Submission Audit Trail

Every metric update by a Contributor is recorded in a submission audit log. This creates a full audit trail of who changed what and when.

For Admins:

• Open any metric modal and navigate to the Contributor Updates section
• See all submissions from all Contributors for that metric
• Each entry shows: who submitted it, when, and what values changed

For Contributors:

• The same section shows their own submissions for metrics they own

This audit trail supports governance and compliance by providing accountability for all metric changes.

Structural Changes

Contributors cannot change structural fields like metric names, target values, or thresholds. These fields are read-only for Contributors and can only be modified by Admins. If a Contributor needs a structural change (e.g., adjusting a target), they should contact their Admin directly.

Period Lock for Contributors

When an Admin publishes a dashboard (see Publishing Dashboards), the current reporting period becomes locked for Contributors:

• Metrics for the published period show a lock badge in the task list
• The Save button is disabled for those metrics
• Contributors can still view the locked metrics but cannot edit them

This prevents retroactive changes to data that has already been distributed to stakeholders. Contributors can still update metrics for the next period -- for example, if Q1-2026 is published, Q2-2026 metrics remain editable.

Automated Reminders

RWRD automatically sends email reminders to Contributors with overdue metric updates:

• Schedule: Daily at 8:00 AM UTC
• Trigger: Any metric owned by a Contributor where the last update was more than 7 days ago
• Email content: A summary of how many metrics are overdue, with links to the task list
• Delivery: Individual emails per Contributor (not a single bulk email)

Reminders are sent via an automated server-side job and do not require any admin action. They run automatically as long as the Contributor has overdue metrics.