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AmericaSCORESBayArea / student-registration

Student families need to easily access their records and waivers at least once per year. This service needs to be paper-free, secure, and reliable... and a future standard for school districts and youth-focused nonprofits/volunteer organizations. Interfaces with Mulesoft API's and Salesforce.
https://scoresu.org
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[Site Manager/Coordinator] A secure method for Regional Managers and Partner Admins to view the complete list of registered students in their School(s) and Create, Edit those records. #222

Open CritiqalPete opened 2 years ago

CritiqalPete commented 2 years ago

Pre-Requisite https://github.com/AmericaSCORESBayArea/salesforce-environment/issues/17 Community-Type logins are tied to individual accounts. Scores (Staff) Regional Managers may have full salesforce licenses in some cases, so a view built in Salesforce should hopefully support both cases. At a minimum they should appear identical.

BASIC RULE

Story: Site Coordinator looks after all the kids in their site, potentially multiple teams, and are in direct contact with the families. The Site coordinator sees the participation and registration of students in the Scores program and will follow up with Coaches and Guardians, as well as students. They may distribute registration materials as well as collect them. They can keep track. Site Coordinators may need to manually register students from a paper form.

  1. User authenticates
  2. User sees list of student contacts associated with the Account(s) they are assigned to grouped by Account, current TeamSeason (if any), and Grade level
  3. User can edit/update any of the Contact fields in the grid-style view
  4. User can edit/update all fields through a single-record view
  5. User can opt to email a copy of the current waiver to the parent/guardian
  6. At a glance, User can see which records are missing fields or current waivers have not been accepted
CritiqalPete commented 2 years ago

Created to provide overview of the technical approach an UX objectives

CritiqalPete commented 1 year ago

@Ignacioals This feature has become very important with the addition of West Contra Costa and new data-sharing agreements where a site official needs to do record maintenance. I think we need to use the Program Coordinator role in salesforce and give that role view of all students in their respective site(s)

CritiqalPete commented 5 months ago

@za-zohaib @andrerhodes this could be covered by the Registration-Enrollment grid. What we need to do is think about authenticating Site Managers and filtering for only their region or school.

CritiqalPete commented 5 months ago

pausing for @andrerhodes to research with the Program Team