cssat / sprout-issues

An issue-only repository for the Sprout data collection platform
https://sproutservices.org
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Reimbursements in visit report forms cannot be assigned to individual users #117

Closed joemienko closed 3 years ago

joemienko commented 4 years ago

This issue is being split away from #116

The desired user story is as follows: As a Sprout user, I should be able to link reimbursable activities to specific users of my organization, so that I am compensated appropriately for my work by the invoicing process.

The current goal is as follows: Add the ability to associate a user to all of the Visit Report Components that are classified as "ambiguous" in the table above. For the sake of consistency, the working theory is that the user will be selected from a dropdown similar to the Driver and Supervisor dropdown in existing visit report features.

joemienko commented 4 years ago

Moving some additional information from #116 here.

We need to be able to associate users with activities/reimbursements in the following sections of the visit report forms:

Other sections of the form (mileage, visit duration) make explicit links to the target of the compensation.

joemienko commented 4 years ago

@Deanna1968 Please confirm the following acceptance criteria for this story:

Given: that a user has completed a reimbursable activity (i.e. Other Travel Reimbursement, Wait Times, Specified Reimbursement, Supervision, Activity Fee (sibling visit only) or Transportation) outside of Sprout And: the user has started a Visit Report (attended, missed, or sibling) (or is editing another user's visit report) When: the user documents the reimbursable activity in the associated section

Reimbursable Activity Sprout Visit Report Section
Other Travel Reimbursement Other Travel Reimbursement
Wait Times Wait Times
Activity Fee (sibling only) Activity Reimbursement
Transportation Visit Transport Details
Specified Reimbursement Specified Reimbursement
Supervision Visit Supervisor(s)

And: the user selects the target of the reimbursement (i.e. the user to which reimbursement funds should be assigned) according to the labels below

Reimbursable Activity Sprout Visit Report Section Target of Reimbursement Label
Other Travel Reimbursement Other Travel Reimbursement Name
Wait Times Wait Times Name
Activity Fee (sibling only) Activity Reimbursement Name
Transportation Visit Transport Details Driver
Specified Reimbursement Specified Reimbursement Name
Supervision Visit Supervisor(s) Name

Then: the target of the reimbursement will be saved in the Sprout database and available to organizations in their monthly billing information.

joemienko commented 4 years ago

@Deanna1968 - Just checking in on this.

joemienko commented 4 years ago

EMAIL THREAD FROM @Deanna1968 & @sarahyatsko follows below

Hahaha! yes

From: Joseph A Mienko mienko@uw.edu Sent: Wednesday, September 23, 2020 11:23 AM To: Morrison, Deanna (DCYF) deanna.morrison@dcyf.wa.gov Cc: Sarah K. Yatsko syatsko@uw.edu Subject: Re: Github 116

Guessing you mean 117?

https://github.com/cssat/sprout-issues/issues/117

On Wed, Sep 23, 2020 at 11:13 AM Morrison, Deanna (DCYF) deanna.morrison@dcyf.wa.gov wrote:

The Github of #116 please move it forward. I give my approval!!

Deanna L. Morrison, MSW

Permanency Planning Program Manager

Child Welfare Programs Division (Headquarters)

Department of Children Youth and Families

1115 Washington St SE

P.O. Box 40983

Olympia, WA 98504

Mail Stop 40983

www.dcyf.wa.gov

360/902-7590 Desk

360/999-8248 Cell

Deanna.Morrison@dcyf.wa.gov