cssat / sprout-issues

An issue-only repository for the Sprout data collection platform
https://sproutservices.org
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Basic User Unable to Edit Intake Hours #55

Closed joemienko closed 1 year ago

joemienko commented 4 years ago

Allowing the basic user to edit intake hours is necessary but not sufficient.

We should be able to determine who did the work of intakes.

Specific problems to be addressed:

  1. There is no way to indicate who completed an intake,
  2. There is no way to decide who gets paid for an intake,
  3. The individual's doing the "intake work" cannot, themselves, make a record of a. the hours spent doing intake work, and b. the schedule that was settled on from the intake work.

Two possible solutions have been discussed:

  1. Adding this functionality to the referral (i.e. allowing basic users to edit intake hours and allowing basic users to record their identity as the "intake worker).

  2. Adding this functionality as a separate type of visit report. This would allow basic users to do everything that is outlined in option 1 and potentially allow for the recording of additional relevant details (e.g. visit schedules).

For future discussion, which path should we choose?

joemienko commented 4 years ago

Sarah and Joe both feel that option 2 is the preferred approach.

Marshal suspects that option 1 would be more difficult.

joemienko commented 4 years ago

Before work starts on this, we need a detailed design session and business process decomposition with @sarahyatsko