Create new case - basic info

[rnair-tw]

User Story

As a user, I want to create a new case through a user-friendly interface, So that I can log complaints received

Business Context:

Providing a straightforward and accessible way to create new cases encourages users to report issues promptly. This can lead to quicker resolution and improve overall end user satisfaction.

In Scope

1. Add a new dialog for the basic case details, which generates a new unique case ID once opened.

2. Create a case dialog:

   • Fields for case id, date and time of case received, complaint type, assigned to drop down and intake source
   • Progress bar on the top right hand corner
   • Options to save for later and continue (save for later closes the dialog and saves the current case, continue will proceed to the next dialog)

• Case received date and should default to user's current time and date
• Complainant type should default to the first option on the drop down. Initial drop down should have the current options we support on the CM v1
• Assigned to should default to the person who is creating the case. List on the drop down other users assigned to the organization in Okta.
• Intake source should default to the first option on the drop down. Initial drop down should have the current options we support on the CM v1

3. When 'save for later' is selected the status of the case should be changed from 'pending' to 'active'.

Out of Scope

1. Validation of fields
2. Dialog to add complainant info and search for complainant - Note: complainant info will be mandatory, but we will not be adding the functionality to add complainant as part of this story.
3. Case details, accused info, etc.
4. Footer links for Privacy, T&C, Help links

Mockups

Figma

Notes

Data picker: date js / moment js

Acceptance Criteria

1. Scenario: Create new case ID and open case creation dialog Given a user is logged in, When they select "add new case" on the home page Then a new unique case ID is created on the system and the case creation dialog is opened

2. Scenario: Case creation dialog fields Given a user selected "add new case" Then the case creation dialog is opened and the user can select a date and time for when the case was received, a complaint type, what type of person is the complainant, who the case should be assigned to and the intake source

3. Scenario: Save for later When a user selects save for later Then the current case is saved with the updated information and the case and the case creation dialog is closed

4. Scenario: Continue Given a user selects continue Then the current case is saved with the updated information

Notes

Checklist

Kickoff

• [ ] We have we indicated which organizations and user permissions require this
• [ ] We have indicated whether we have any dependencies to other cards/work
• [ ] We have indicated which environment this can be tested in
• [ ] We have included a mockup if this is design related
• [ ] We have included clear ACs to test it
• [ ] We have estimated the story

Deskcheck

• [ ] This work has been demoed in staging (or higher) and led by the dev pair who worked on this card
• [ ] We have run through and passed all the ACs
• [ ] Our documentation has been updated
• [ ] Our onboarding checklist has been updated