User story:
As a user, I want to be able to access a list of all the beneficiaries in the tenant (within my organisation) to have an overview and be able to access individual case files for beneficiaries from this list.
Description:
The parent page of the section Beneficiaries is a list of all the case files included in the database of the tenant. A case is defined as an individual beneficiary who is receiving/has received DV services within a center of an organization (tenant). As a result, each tenant within the organisation has their own list of cases, each with their own case identification indexing system.
Each case is structured around a case file, which contains information on the beneficiary and their children, personal history, information on the aggression, context and risk evaluations, an intervention plan, monitoring tools as well as any other documents relevant to the case.
Some cases may have multiple instances (Reactivări), which are separate instances of the case file, for different situations in which the same beneficiary accessed services within an organization/center. For each instance, a new line is created in the table, with their individual File ID displayed in the first column of the table. In Backend, we should have unique case file identifiers which are connected to eachother based on case number. Any connected case files are displayed in the Overview section of each case file, in a widged at the end of the page named Case History (ro: Istoric Caz),
Preconditions
The list of cases which a user has access to in the list depends on the level of permissions they have (as defined in Staff section). These generate the following situations:
Users can ONLY view cases in which they are team member of, in the tenant
Users can view ALL cases within the tenant
Main flow
User navigates to Beneficiaries - Cases section
User views list of case files (both initial instances as well as reactivations in the same list)
All case instances which are not an original instance (are reactivated) will list the label Reactivare de caz under the name of the beneficiary, in the same table cell.
Users can sort the list by clicking on the label cell on the top of the table, on all the variables listed in the table
Users can search the table on the following variables: Beneficiary First Name, Last Name, Previous Name, CNP, Beneficiary telephone number, File ID, Case Manager Name
Users can filter the table on the two date variables (Opened at and Monitored at), Case manager name and Status
User clicks on any area of a line of the table and opens the Case file in overview mode
IF the case has been subject to reactivations, the user can scroll to the bottom of the overview page to view its case history (widget named Istoric caz (fișe conectate cazului) )
Business rules
The list loads with all columns of the table being visible, but users can decide to configure the columns they view (hide/show them by clicking on table settings), with the exception of 3 columns: File ID, Beneficiary Name (Previous Name) and Status. These cannot be hidden or configured (they are permanently visible)
Default order of case files in the list is based on File ID number (last FILE ID on top - which should coincide with last created as file IDs are offered in chronological order)
The list loads with 20 cases (default) users being able to navigate to other pages using page navigator as well as define the number of cases which can be viewed per page (10-20-40-60-80-100)
Search of results can offer partial matches and is optimized for fuzzy search
In case overview/ beneficiary overview, the widget named Istoric caz (fișe conectate cazului) ) will lists all other case files which derived from the same original instance (including the original instance if different from current file). The current case file is not listed in the table.
User story: As a user, I want to be able to access a list of all the beneficiaries in the tenant (within my organisation) to have an overview and be able to access individual case files for beneficiaries from this list.
Description: The parent page of the section Beneficiaries is a list of all the case files included in the database of the tenant. A case is defined as an individual beneficiary who is receiving/has received DV services within a center of an organization (tenant). As a result, each tenant within the organisation has their own list of cases, each with their own case identification indexing system.
Each case is structured around a case file, which contains information on the beneficiary and their children, personal history, information on the aggression, context and risk evaluations, an intervention plan, monitoring tools as well as any other documents relevant to the case.
Some cases may have multiple instances (Reactivări), which are separate instances of the case file, for different situations in which the same beneficiary accessed services within an organization/center. For each instance, a new line is created in the table, with their individual File ID displayed in the first column of the table. In Backend, we should have unique case file identifiers which are connected to eachother based on case number. Any connected case files are displayed in the Overview section of each case file, in a widged at the end of the page named Case History (ro: Istoric Caz),
Preconditions The list of cases which a user has access to in the list depends on the level of permissions they have (as defined in Staff section). These generate the following situations:
Main flow
IF the case has been subject to reactivations, the user can scroll to the bottom of the overview page to view its case history (widget named Istoric caz (fișe conectate cazului) )
Business rules
Additional information FIGMA File link: https://www.figma.com/design/gpOGCkb9B6pTfe1DvleVMm/Sunrise?node-id=7046-21945&t=IvEs39f3sbv3YOQw-4