Custom Admin Panel Module Sheet
A custom admin panel module sheet should define users, roles, modules, forms, fields, records, status labels, filters, documents, reports, exports, permissions, and activity log needs.
Information to collect
Checklist
- Users are defined
- Modules are listed
- Fields are mapped
- Statuses are named
- Reports and exports are planned
Planning sections
Users and Roles
Write who will use the panel and what each user can access.
- Super admin
- Manager
- Operator
- Viewer
- Public user if any
Modules and Records
List the records the panel must manage.
- Customers
- Leads
- Invoices
- Documents
- Purchases
- Reports
Forms and Statuses
Define the fields and statuses required for daily operation.
- Required fields
- Optional fields
- Status stages
- Validation
- Edit rules
Reports and Logs
Decide what the business needs to review later.
- Dashboard cards
- Date filters
- PDF export
- Excel export
- Activity log