cfpb / sbl-project

Project management repo for the SBL project
Creative Commons Zero v1.0 Universal
2 stars 1 forks source link

Initial task analysis for updating activity year institution profile #278

Closed dan-padgett closed 1 month ago

dan-padgett commented 1 month ago

Epic

Epic issue includes overview, complete list of user stories, technical and content requirements, user testing task ideation, and current design mock-ups.

Description

Create a task analysis to show a way for a user to update their institution's profile for an activity year. This initial task analysis is intended to explore options for how we might allow users to edit their institution's activity year profile so that they can complete their filing and identify other use cases/user stories for viewing and editing this data.

Acceptance criteria

dan-padgett commented 1 month ago

Initial task analysis that captures outputs of our discussion on 10/7. The overall plan is to have financial institution profiles always tied to an activity year and allow filers to access these profiles outside of the filing flow. This keeps Sign and Submit largely the same as we had been planning, apart from adding a link to a page where a filer can edit their institution's information for an activity year. Image