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Documentation project instructions

About this project

  • This is the published documentation site for the Utilified Utility Management System (UMS), built on Mintlify.
  • Pages are MDX files with YAML frontmatter. Configuration lives in docs.json — every page must be referenced there to appear in the navigation.
  • Scope is the UMS product only. The EMP tender product (emp-web) is out of scope. The white-label portal (ums-portal) end-user docs are deferred; only UMS-side portal configuration (Portal & Domain, SSO under Settings) is documented here.
  • The product source lives in the sibling ums-web repo (src/app/(main)/ route groups, src/config/navigation.tsx). Verify feature names and UI labels against the app before documenting them.

Terminology

  • Use Australian English: "Organisation" (never "Organization"), "Optimise", "Centre". The product UI uses AU spelling — match it.
  • UMS — Utility Management System (the product). UtiliRead — the OCR/vision invoice extraction feature (note the capital R).
  • NMI — National Meter Identifier (electricity). MIRN — Meter Installation Reference Number (gas). ABN/ACN — Australian Business/Company Number.
  • Entity vocabulary (do not invent synonyms): Account (business entity) → Site (physical location) → Connection (meter point) → Meter → Register → Reads. Agreement (energy contract), Retail Account (retailer's account reference), Tariff (rate structure), Invoice, Brokerage.
  • "Connection" ≠ "Site" ≠ "Account" — keep the hierarchy precise. See getting-started/key-concepts.mdx.

Style preferences

  • Use active voice and second person ("you").
  • Keep sentences concise — one idea per sentence.
  • Use sentence case for headings.
  • Bold for UI elements: Click Settings.
  • Code formatting for file names, commands, paths, field names, and identifiers (NMI, ABN).
  • Use <Steps> for sequential walkthroughs, <Frame> to wrap screenshots, <Note>/<Tip>/<Warning>/<Info> for asides, <Tabs> to mirror tabbed UIs, <Update> for changelog entries.

Content boundaries

  • Document user-facing UMS features only. Do not document internal admin tooling, backend implementation, Celery queues, API internals, or developer setup.
  • Permission/feature-flag-gated modules (e.g. ESG): document them, but state plainly that the section only appears when enabled for the organisation.
  • Don't document EMP. Defer white-label portal end-user workflows; do cover the UMS-side configuration an operator performs.
  • Verify against ums-web source before stating column names, field labels, or workflow steps — don't guess.