Complete scope for the WahlPack WebCenter rebuild — attributes, workflow, dashboards, intelligence integration nodes, and platform enhancement opportunities.
9,663 total projects · 60,008 tasks · 5,348 child projects (55%). Attribute category 2023.9 Standard Project used by 6,600 projects across all production templates. Rename timing must be coordinated.
Consumer: 3-project chain. Art5 is checklist only — no formal proof tracking, no documentation. Pro: only 23 of 1,000+ projects ever reached Vendor Proofing. Zero formal proof records exist for the Pro division.
Unified proof management project running parallel to existing production templates. Tracks proof type, status, quotes, GTIN/barcode data, and RFID. Generates approval documentation via Intelligence Integration.
1. GS1 Sunrise 2027 — 2D barcode mandate
2. EPR compliance — EU + CA SB54
3. Pro division — zero proof infrastructure
4. Supplier documentation — structured approval trail for Quality
WP Proof Management owner. Creates proof projects, manages supplier quotes, runs intelligence node outputs.
Create Consumer division projects. Primary pilot users. Manage native art and print-ready PDF uploads.
Create Pro division projects. Use Asana for marketing launch gates. Digital proof approver list TBD.
Conditional routing based on review flags set at project creation. IP trigger criteria TBD.
Receive proof request emails. Access approach TBD: external WebCenter user vs. Share View Link. Phase 2: self-serve portal.
Evaluating Global PPM solution. WebCenter positioned as packaging module alongside Jira/Jura corporate standard.
[WP] prefix. Rename = existing attribute renamed in-place (data preserved, all 6,600 project references update automatically). New = net-new. Re-use = existing, no change.
| Attribute Name | Type | Status | Legacy / Source | Restricted Set / Values | Notes |
|---|---|---|---|---|---|
| Proof Management Core | |||||
| [WP] Proof Type | Restricted Set | NEW | — | Digital Only / Digital + Physical |
Digital Only is default. D+P triggers intelligence email node and physical proof cycle. Default: Digital Only |
| [WP] Proof Status | Restricted Set | NEW | — | Not Started · In Review · Approved · Rejected · Complete |
Driven by workflow task completion. Key field for all dashboard reporting. Default: Not Started |
| [WP] Supplier | Text (List-backed) | RENAME | Print Release 1 — Printer_1 column of [L] Printer Vendor Release 1 | [L] Printer Vendor Release 1 |
Rename preserves 6,600 projects of historical supplier data. |
| [WP] Quote | DocumentReference | NEW | — | — | Sourcing uploads supplier quote PDF. Pinney and Nite Owl may use shared Excel master price list. |
| [WP] Proof Round | Integer | NEW | — | — | Auto-incremented each rejection cycle by Intelligence Node 2. Supports multi-round tracking. |
| [WP] Finish Detail | Restricted Set | NEW TBD | — | Values TBD — confirm with team Likely: Matte Lam / Gloss Lam / Soft Touch / Spot UV / Emboss / None |
Open item #1. |
| [WP] Asana Task ID | Text | NEW | — | — | Free-text reference only. No live Asana integration — deferred pending adoption confirmation. |
| Conditional Routing Flags (Track 2) | |||||
| [WP] Branding Review Required | Boolean | NEW | — | Yes / No |
Routes native art to Branding team. Set by PM at project creation. |
| [WP] Compliance Review Required | Boolean | NEW | — | Yes / No |
Routes to Compliance when checked. Set by PM at project creation. |
| [WP] IP Review Required | Boolean | NEW | — | Yes / No |
Routes to Legal + IP. Trigger criteria TBD — open item #2. |
| GTIN / Barcode / GS1 Sunrise 2027 | |||||
| [WP] Finished Good PN | Text (Multi-value) | RENAME | Existing FG PN / Item PN attribute | — | Multi-value (pipe-separated). One artwork → many items. RFID exception: exactly 1 value when RFID Placement ≠ None. |
| [WP] GTIN | Text (Multi-value) | RENAME | UPC / EAN legacy attribute | — | Item-level GTIN-14. Multi-value — one per Finished Good PN. Replaces UPC/EAN. |
| [WP] GTIN-14 | Text (Multi-value) | RENAME | DUN / SCC legacy attribute | — | Case/shipper GTIN. Multi-value. Replaces DUN/SCC. |
| [WP] Barcode Format | Restricted Set | NEW | — | Linear Only / Linear + 2D / 2D Only |
Drives Esko Dynamic Barcodes config in Illustrator. Most consumer SKUs will shift to 2D Only post-Sunrise 2027. Default: Linear + 2D |
| [WP] SGTIN Ready | Restricted Set | NEW | — | Not Applicable / Planned / Ready |
Tracks Sunrise 2027 readiness per artwork. Scope (all consumer vs select SKUs) TBD — open item #8. Default: Not Applicable |
| [WP] GS1 Digital Link URL | Text (URL) | NEW | — | — | Base resolver URL encoded in QR. Serial appended at production. Wahl must confirm self-hosted resolver vs. GS1 global resolver (id.gs1.org). Open item #6. |
| RFID | |||||
| [WP] RFID Placement | Restricted Set | NEW | — | None / Inside / Outside |
When not None: [WP] Finished Good PN must be exactly 1 value. RFID tags carry single SGTIN — 1:1 constraint. Default: None |
| Project Metadata (Re-use / Existing) | |||||
| [WP] Division | Restricted Set | RENAME | Division / BU attribute (existing) | Consumer / Professional / OEM |
Drives dashboard filtering by division. Rename preserves historical data. |
| [WP] Product Category | Text / Restricted Set | RE-USE | Existing product category attribute | Existing values | No change. Used for dashboard grouping. Enhancement: migrate to Characteristics tree (see Enhancements section). |
| [WP] Artwork Version | Text | RE-USE | Version / revision field | — | No change. Referenced in Proof Approval Sheet output document. |
| Set Name | Status | Values | Default | Used By | Notes |
|---|---|---|---|---|---|
| [WP] Proof Type Values | NEW | Digital Only · Digital + Physical | Digital Only | [WP] Proof Type | D+P triggers Intelligence Node 1 and physical proof cycle branch. |
| [WP] Proof Status Values | NEW | Not Started · In Review · Approved · Rejected · Complete | Not Started | [WP] Proof Status | Updated by workflow task transitions. Key field for all dashboards. Linked to project status color. |
| [WP] Barcode Format Values | NEW | Linear Only · Linear + 2D · 2D Only | Linear + 2D | [WP] Barcode Format | Informs Esko Dynamic Barcodes setup. Will shift toward 2D Only post-Sunrise 2027. |
| [WP] SGTIN Ready Values | NEW | Not Applicable · Planned · Ready | Not Applicable | [WP] SGTIN Ready | Sunrise 2027 readiness tracker. Dashboard surfaces all non-Ready consumer SKUs. |
| [WP] RFID Placement Values | NEW | None · Inside · Outside | None | [WP] RFID Placement | When Inside or Outside: FG PN must be single-value (RFID = single SGTIN constraint). |
| [WP] Finish Detail Values | NEW TBD | Values TBD — open item #1 | TBD | [WP] Finish Detail | Likely: Matte Lam / Gloss Lam / Soft Touch / Spot UV / Emboss / None. |
| [WP] Division Values | RENAME | Consumer · Professional · OEM | Consumer | [WP] Division | Existing set renamed. Confirm existing values match before executing. |
2023.9 Standard Project category is shared by 6,600 projects. Renames are instant and propagate automatically — but coordinate timing carefully. Do not execute mid-sprint or during active project peaks.
| Category Name | Status | Scope | WP Attributes | Action |
|---|---|---|---|---|
| 2023.9 Standard Project | UPDATE | 6,600 projects — all production templates | [WP] Supplier · [WP] Division · [WP] Finished Good PN · [WP] GTIN · [WP] GTIN-14 · [WP] Artwork Version · [WP] Product Category | Execute renames. Confirm timing with Consumer + Pro PMs first. |
| WP Proof Management | NEW | WP Proof Management template only. Does not affect existing projects. | [WP] Proof Type · [WP] Proof Status · [WP] Quote · [WP] Proof Round · [WP] Finish Detail · [WP] Asana Task ID · [WP] Branding/Compliance/IP Review Required · [WP] Barcode Format · [WP] SGTIN Ready · [WP] GS1 Digital Link URL · [WP] RFID Placement | Create new category. Assign to WP template only. |
| WP GTIN & Barcode | NEW Optional | Optional sub-grouping for reporting clarity. | [WP] Finished Good PN · [WP] GTIN · [WP] GTIN-14 · [WP] Barcode Format · [WP] SGTIN Ready · [WP] GS1 Digital Link URL | Decide whether to nest under WP Proof Management or keep in 2023.9 Standard Project with renamed fields. |
Real-time view of all in-flight proof projects. Columns: project, division, supplier, proof type, proof status, proof round, quote uploaded, due date. Filterable by status and division. Inline-editable status field.
Consumer division project status board. Parent project + linked WP Proof Management child side by side. Columns: SKU, artwork version, native art status, proof status, designer, target launch.
Pro division equivalent of Consumer Pipeline. Highlights projects that have reached Vendor Proofing status — historically only 23 of 1,000+. Proof status column is the new addition vs. legacy view.
Read-only register of all completed proof approvals. Shows project, SKU, supplier, proof round count, approver, approval date, link to Proof Approval Sheet in 9_Quality folder. Audit trail for regulatory use. Export to CSV.
Groups active and recent proofs by supplier. Shows Pinney, Nite Owl, and others with proof count, average round count, rejection rate, and quote upload status. Useful for supplier performance review.
Tracks all active consumer SKUs against Sunrise 2027 barcode mandate. Shows SGTIN Ready status, Barcode Format, GS1 Digital Link URL presence. Surfaces the compliance gap to 2027 target date.
All projects currently awaiting Branding, Compliance, Legal, or IP review. Groups by review type. Each row shows assigned reviewer, days waiting, project details, and artwork version.
High-level KPI summary: active projects by division, average proof cycle time, rejection rate by supplier, Sunrise 2027 compliance %, quote coverage %. Designed for Robert McFarland / Global PPM positioning.
Shows structured quote submissions received via supplier portal. Quote status, intelligence-parsed data fields, EPR compliance data completeness by supplier. Not buildable until Phase 2 portal is live.
anthropic-version header) → Intelligence API. JS sandbox is Rhino (ECMAScript 5): always var, string literals on one line, no JSON.stringify on complex objects.
| # | Node Name | Trigger | Input | Output | Status |
|---|---|---|---|---|---|
| 1 | Proof Request Email Generator | [WP] Proof Type = Digital + Physical AND Digital Proof Approval = Approved | Project attributes: supplier, SKU, GTIN, finish detail, artwork version, quote reference | Draft email to supplier with proof request details. PM reviews and sends. | BUILD Need example email |
| 2 | Rejection Summary Generator | Digital Proof Approval cycle = Rejected | WebCenter annotation comments from the rejected approval cycle | Structured rejection summary saved to project notes. Increments [WP] Proof Round. | BUILD |
| 3 | Proof Approval Sheet Generator | All tracks complete — Proof Status transitions to Complete | All [WP] project attributes + approval history + proof round count + approver names/dates | Structured approval document saved to 9_Quality folder. Appears in Proof Approval Register dashboard. | BUILD |
Guided intake dashboard typed as "Project Creation" with a linked template. Division selector, product category, proof type, review flags, and GTIN fields — all validated before the project creates. Routes to the right template automatically. Eliminates the #1 source of bad data at project inception.
Admin-defined My Work dashboard blocks tailored to each role. Designer sees "My Active Art Reviews." Sourcing sees "Active Proofs + Open Quotes." PM sees "Projects Awaiting My Input." Zero workflow change required — dashboard config only.
Mark [WP] Proof Status, [WP] Proof Round, and [WP] Supplier as inline-editable on the Sourcing dashboard. Status updates without navigating into the project. High-frequency operation for Sourcing — saves significant click depth.
Resolves open item #4 directly. Time-limited encrypted links — suppliers view the print-ready PDF in WebCenter viewer with no login required. The intelligence integration proof request email node embeds the link automatically. No external user licenses needed. Recipients can annotate via the link.
Enable for the Digital Proof Approval stage. When Jodi or Sara are unavailable, they delegate without stopping the cycle. Critical for the Pro division where the approver list isn't established. Forwarding persists across new document versions.
Link [WP] Proof Status values to project status display colors. Not Started = neutral, In Review = amber, Approved = green, Rejected = red, Complete = steel. Status is visible across every dashboard without opening the project.
Tailored viewer configurations per role. Compliance/Legal: annotation tools and comment list front and center. Designer: markup and version compare. Sourcing: attribute panel and document info. ~30 min per role to configure, pays off on every approval cycle.
Enable change-comment enforcement on all [WP] attribute changes. Every status change, proof round increment, and supplier update has a timestamped, named record. Required for any serious regulatory audit (FDA, EU EPR). Built-in to WebCenter — just needs to be scoped to the right attribute category.
Track 1 upgrade. A JS node reads ArtiosCAD ROMD data — length, width, board name, flute — and auto-populates WebCenter attributes. Can validate dimensions against expected spec ranges and flag out-of-tolerance automatically. Turns the manual CAD checklist into a structured data event.
The routing flag attributes ([WP] Branding/IP/Compliance Review Required) already exist. The v20 Invite Members workflow node accepts smartnames — the workflow reads those flags and automatically adds the right reviewers at runtime. Cleaner than pre-loading unused members on every project.
When Sourcing uploads the [WP] Quote PDF, a JS node passes the document text to the intelligence integration and extracts: price/unit, MOQ, lead time, payment terms — writes them to structured attributes. Pinney and Nite Owl's PDFs are consistent enough to prompt reliably. Structured cost data for the Executive dashboard without manual re-entry.
Pass the artwork's text content layer (extracted from the print-ready PDF) to the intelligence integration with a prompt that checks against: Prop 65 warnings, country of origin statements, SGTIN-ready language, EU EPR material disclosures. Returns a pass/fail + list of flags. Runs as part of Sourcing Review task — catches compliance gaps before physical proof.
Replace the flat [WP] Product Category attribute with a Characteristics hierarchy: Consumer → Hair Care → Clippers → Corded. Enables richer saved search filtering, dashboard grouping, and cross-division reporting beyond what a flat restricted set allows. Especially important as the Executive dashboard grows.
When a user enters [WP] Finished Good PN, a JS node calls the D365 API to validate the PN exists, pull back the item description and UOM, and auto-populate those as read-only attributes. Closes the loop between packaging and ERP — prevents phantom PNs from flowing through to supplier documents.
When a new artwork version is uploaded after rejection, a JS node compares document metadata between v-1 and v-current and sends both to the intelligence integration with a "summarize what changed" prompt. Summary written to project notes and included in the approval cycle description. Reviewers know exactly what changed without a redline meeting.
At Wahl's scale — 9,663 projects, 60,008 tasks — file accumulation is a real infrastructure concern. On project completion, archive documents to Esko Cloud, delete older versions from local filestore, keep latest approved version accessible. Documents remain viewable in WebCenter. Design folder structure now so archiving rules are clean.
Configure drag-and-drop drop zone areas on task dashboards for Print Ready PDF upload, Quote PDF upload, and Native Art upload. Documents drop directly to the right folder and attribute without navigating the file browser. Especially valuable for designers who upload frequently.
A trigger-based JS node that queries all active Consumer projects, checks [WP] SGTIN Ready and [WP] Barcode Format, writes the count of non-compliant SKUs to a summary attribute on a tracking project. The GS1 Sunrise Readiness dashboard reads from this. Live compliance percentage without manual auditing.
Extract ArtiosCAD ROMD dimensions and write to attributes ([WP] Blank Length, [WP] Blank Width, [WP] Board Grade, [WP] Flute). These then flow into the Proof Approval Sheet generated by Node 3, giving Quality a complete structural + artwork record in one document. Currently the approval sheet only captures artwork data.
Upgrade [WP] Asana Task ID from a free-text reference to a live push integration. When proof status changes in WebCenter, update the corresponding Asana task status. Build when Pro team adoption is confirmed and Asana custom fields for packaging tasks are populated consistently.
For Robert McFarland's Global PPM evaluation — bi-directional sync between WebCenter packaging projects and Jira/Jura as the corporate PPM standard. WebCenter acts as the packaging sub-module feeding structured data up to the enterprise project layer. Design integration points now so WebCenter data model is PPM-ready.
| Enhancement | Effort | Phase | Value Driver | WebCenter Feature |
|---|---|---|---|---|
| Project Creation Dashboard | Low | 1 | Data quality at intake | Project Creation dashboard type |
| My Work blocks per role | Low | 1 | UX / user adoption | Admin → My Work Sections |
| Inline editing on dashboards | Low | 1 | Sourcing efficiency | Inline editing field config |
| Share View Link for suppliers | Low | 1 | Resolves open item #4 | Share View Link (Security prefs) |
| Forward Approval | Low | 1 | Pro division risk mitigation | Forward Approval per stage |
| Project status colors | Low | 1 | Dashboard visibility | Project Status → Linked Attribute |
| Viewer workspaces per role | Low | 1 | Reviewer experience | Admin → Viewer Workspaces |
| Audit trail enforcement | Low | 1 | Regulatory readiness | Audit Trail + change comments |
| Drop zones on task dashboards | Low | 1 | Upload friction reduction | Dashboard drop zone config |
| ROMD auto-population (CAD) | Medium | 1+ | Track 1 automation | getROMD().getACADDesign() |
| Smartname-driven membership | Medium | 1+ | Workflow accuracy | v20 Invite Members node |
| Intelligence Quote Parser (Node 4) | Medium | 2 | Structured cost data | Existing Intelligence API connection |
| Intelligence Compliance Checker (Node 5) | Medium | 2 | Pre-proof risk reduction | Existing Intelligence API connection |
| Characteristics tree | Medium | 2 | Reporting depth | Characteristics hierarchy |
| D365 FG PN validation (Node 6) | Medium | 2 | ERP data integrity | Second External API Connection |
| Version change summary (Node 7) | Medium | 2 | Review cycle speed | Document version comparison |
| Esko Cloud Archiving | Medium | 2 | Infrastructure / scale | v20 Cloud archiving nodes |
| Sunrise 2027 scan node | High | 3 | Regulatory compliance | Cross-project JS query |
| ArtiosCAD dimension sync | High | 3 | Quality record completeness | ROMD → attribute write |
| Asana live push | High | 3 | PM workflow continuity | Third External API Connection |
| Jira / PPM Bridge | High | 3 | Enterprise PPM positioning | External API + event triggers |
| Layer | Days | Scope | Pass Criteria | Owner |
|---|---|---|---|---|
| T1 — Unit | 4–6 | Attribute validation, restricted set values, boolean routing flags, RFID constraint (FG PN = 1 when RFID ≠ None) | All attributes save/retrieve correctly. Routing flags produce correct conditional task visibility in workflow. | Admin (C. Kuntzi) |
| T2 — Node Testing | 7–10 | Each intelligence JS node tested in isolation with mock project data. Node 1: verify email draft output. Node 2: verify rejection summary structure. Node 3: verify approval sheet field population. | All 3 nodes return valid output, write to correct attributes/folders, handle null attribute values gracefully. | Admin (C. Kuntzi) |
| T3 — Workflow Track | 9–12 | Each of the 4 workflow tracks tested independently. Track 1 (CAD), Track 2 (native art with all routing flag combinations), Track 3 (digital only + D+P branching), Track 4 (approval sheet + folder save). | All routing paths reach the correct next task. Sync gate only releases when all required tracks are complete. | Admin + Packaging Eng. |
| T4 — Integration | 12–14 | Full end-to-end proof cycle run twice: Digital Only path, then Digital + Physical path. Includes rejection loop (at least 1 round), intelligence node triggers on all events, document saved to 9_Quality folder. | Complete project reaches Proof Status = Complete with Proof Approval Sheet in 9_Quality. All attributes populated. Proof Round count accurate. | Admin + Consumer Designer |
| T5 — Dashboard QA | 11–13 | All 8 dashboards verified for data accuracy, filter behavior, inline editing (Proof Status, Supplier), saved search correctness, and role visibility controls. | Each dashboard displays correct project set for its filter. Inline edits persist. Role-restricted dashboards not visible to unauthorized users. | Admin (C. Kuntzi) |
| T6 — UAT / Consumer Pilot | 13–15 | Angela Haws and Tia Spohn run a real Consumer project through the full WP Proof Management workflow. Live artwork, real supplier, real approval cycle. | Users complete the workflow without admin intervention. Proof Approval Sheet generated and saved. Feedback collected for Pro onboarding adjustments. | Angela Haws, Tia Spohn |
Need final list from team before creating restricted set. Likely: Matte Laminate / Gloss Laminate / Soft Touch / Spot UV / Emboss / None.
What conditions on a project require IP Review to be flagged? Needs input from Legal team before conditional routing can be configured.
Required for Intelligence Node 1 prompt tuning. Get a real example of the current manual email sent to Pinney or Nite Owl from C. Kuntzi / Sourcing team.
External WebCenter user account vs. Share View Link. Enhancement recommendation: Share View Link (low effort, no licenses). Affects Phase 2 supplier portal design and proof request email workflow.
Consumer approvers are known. Pro division has never had formal digital proof approval — who approves? Jodi / Sara, or their stakeholders? Required before Pro pilot can begin.
Will Wahl self-host a resolver (e.g., wahl.com/01/[GTIN]) or use the GS1 global resolver (id.gs1.org)? Determines what gets stored in [WP] GS1 Digital Link URL and how QR codes are formatted.
Is the Esko Dynamic Barcodes plugin licensed and installed for Wahl designers? Required for GTIN-to-barcode generation workflow in Illustrator via the Esko Connector.
Does the 2D barcode mandate apply to all consumer SKUs or a select subset? Determines how many projects need [WP] SGTIN Ready = Planned/Ready before the 2027 deadline.
Full task specification list has 163+ entries needing [WP] prefix review and potential rename. Requires an audit pass through WebCenter Admin → Task Specifications before the template build can begin.