Section 2 - Host Intake Profile (aka Application Form)

[pardhama]

The Problem:

~Currently, Hosts can not see the overview and the steps collated at one place where they can be prepared for the next steps.~ Currently, the Host does not have a way to view all the steps (task groups), action items required to complete the application (intake profile) and track their onboarding process in one centralized location.

User Story:

~As a Host, I should be able to see a dashboard/overview of steps(with description/links) that would be required to get matched, along with my progress.~ As a Host, I should be able to view a clear and comprehensive overview of the matching process including the task groups (high level categorization of related task), tasks (specific actions I need to take to complete the application) and track my progress.

High-Level Approach:

~Dashboard page that shows high-level steps, progress, and status of steps needed for Hosts to complete the matching process~ The dashboard page displays task groups, tasks, progress, and status of tasks that the host needs to complete to enter the matching process.

Solution Alignment

Considerations

Anticipate that users will be using desktop, tablet, mobile devices --> use responsive design In the future, the plan is for the Host onboarding experience for multiple organizations (SPY and beyond), where different organizations might want to modify the steps needed for a Hosts.

Goals & Success Success is if host can successfully determine all the steps involved in the HUU process on the dashboard, see my progress and easily click into sections that are unlocked.

Metrics

Key Features:

• Task groups that contain tasks with logical groupings
• Ability to expand task groups to see all tasks in the task group, read their descriptions and status.
• All tasks up until the matching process should be included
• ~Progress bar that shows percentage of all tasks completed~
• Progress in terms of x of y tasks completed
• Status of each task (Complete, In progress, Locked or More information is needed)
• Ability to click into a task to navigate to any additional pages needed to complete that task

Acceptance Criteria:

• Host can see all the task groups required for the HUU onboarding/matching process in one glance
• Host can expand a task group to see the tasks, status as well as description of the tasks in that group
• Host can see the expanded task group that is currently in progress when they navigate to the dashboard
• Host can see the status of the tasks (such as complete, in progress, locked or more information is needed)
• Host can click into any additional page(s) needed to complete a task, or see any additional pages of completed task(s).
• Host cab view their progress and where they are currently in the whole process
• Host should be able to see updated progress and task status updates, if any, the next time they navigate to the dashboard.

Designs:

• [x] Review existing designs on Figma
• [x] Edit existing designs as needed
• [ ] Designs are edited and ready for engineering. Link to the Figma: (share Figma link here when ready)

Key Decisions:

The host is first taken to the main page with an overview of all the steps needed to complete the matching process instead of straight to their application.

Team Reviews:

• [x] Product -
• [x] Design - Help Needed
• [ ] Engineering - Help Needed

[edela0015]

@pardhama can I get the overview steps for the guest dashboard please

[randelbrot]

Hi @edela0015, by overview steps do you mean the titles for the step categories to be shown on the host dashboard? eg for the Guest dashboard the overview steps are "Application", "Onboarding", "Host Selection", and "Match Finalized".

If that is what you mean, for the Host dashboard I suggest the following names: "Application", "Onboarding", "Guest Matching", and "Match Finalized".

cc @pardhama

[sanya301]

@pardhama @edela0015 can you help update the design assignees for this issue

[baipai]

I've made the host dashboard adjust to the guest dashboard.

[baipai]

Note: Some screens are still missing and require add-ons for the guest part. Since the guest part is still being worked on, the host part will continue until things are somewhat finalized.

[jasika-ai]

@jasmineg95 @sm10949 can check out Guest User Story for reference #533