department-of-veterans-affairs / caseflow

Caseflow is a web application that enables the tracking and processing of appealed claims at the Board of Veterans' Appeals.
Other
53 stars 18 forks source link

Design for unscheduled hearing notes #15032

Closed nicholer closed 3 years ago

nicholer commented 4 years ago

User story

As a Hearing Coordinator, I want to see a hearing section on the Case Details page of appeals with no scheduled hearing, so that I can easily see the hearing request type, disposition, and view and add notes.

Acceptance criteria

Designs

Figma link

Design specs

Background / context

Unscheduled hearing notes were originally designed as part of completing work on converting an unscheduled hearing type to virtual (see #14857). In the course of breaking down the work into manageable engineering tasks with a focus on the highest-priority functionality, notes were broken out into their own epic (see #15061) for later implementation.

Designs were completed for adding, editing, and viewing notes. However, more consideration is needed to make sure we cover all possible hearing request states, and specifically, the case when an unscheduled hearing is withdrawn (disposition: cancelled). An initial design for this state was proposed in which the notes remain on Case Details in an uneditable state; (see design specs in engineering task #15063), but it needs another look.

For context, the range of possible hearing request states includes: unscheduled versus scheduled hearings. And dispositions of: null, cancelled, postponed, no show, and held. It may be beneficial for the team to include a lightweight flow diagram (perhaps simply arrows connecting the Figma frames; or a separate boxes-and-arrows flow) to communicate how the notes display through the various states.

Definitions

In this case, there are two "notes types" that will be discussed:

Business Value

Increasing the accuracy with which virtual hearings are scheduled

Checklist with milestones

Week 1

Week 2 & 3

Week 4

User Sessions

Three 30-minute sessions with hearing coordinators were held for feedback.

Decision Summary

There were two different design options that unscheduled hearing notes could have taken. One was one notes field that combined withdraw notes and unscheduled hearing notes and output to the case timeline on the case details page, and the other was two separate notes fields that output to two different sections on the case details page. The designers chose the first option with one notes field in the interest of efficiency and minimizing confusion for both the team and hearing coordinators going forward.

rishanava commented 4 years ago

@nicholer can we fold into #12826?

nicholer commented 4 years ago

@rishanava I'm thinking there's enough here that it could be its own separate ticket. It applies to all unscheduled hearing types, not just specifically to Travel Board. And there are different states for when there's a single hearing, multiple previous hearings, etc. For now, I'm planning to write the ACs for this one. But there'll definitely be an ongoing conversation among product / eng / design, so stay tuned!

nicholer commented 3 years ago

Final design specs migrated to CASEFLOW-234