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hackforla / HomeUniteUs

We're working with community non-profits who have a Host Home or empty bedrooms initiative to develop a workflow management tool to make the process scalable (across all providers), reduce institutional bias, and effectively capture data.
https://homeunite.us/
GNU General Public License v2.0
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Section 2 | Coordinator: Assigning Coordinators to Guests/Hosts #518

Open rpradheap opened 1 year ago

rpradheap commented 1 year ago

See this comment for draft rewrite proposal to be reviewed.

Problem Alignment

The Problem

Currently for Host applications there are no coordinators assigned when the application is submitted. Also, if a coordinator other than the assigned one needs to take action on a application , there is no way to assign to another coordinator.

User Story:

As a coordinator, I should be able to assign the application to myself or reassign the applications to another coordinator so the coordinators can help the guest/host to get matched quickly.

High Level Approach

Have a way to assign the application to coordinators by using the option - Assign Me or reassign the application to one of the fellow coordinators.

Note: For Guest the coordinator who sent invite is assigned as coordinator by default. For Host the coordinator whoever takes action needs to assign the application to himself/herself.

Solution Alignment

Considerations

Coordinators will be using desktop or tablet--> use responsive design

Goals & Success

Success if coordinator can successfully assign the application(Intake profile) to himself or to another fellow coordinator

Metrics

None

Acceptance criteria

Success is if Coordinator can successfully

  1. Assign the application to himself/herself.
  2. Reassign the application to one of the fellow coordinators

Key Features

  1. Assign to Coordinator - with a dropdown list of coordinators with myself at the top . This feature should be accessible from coordinator Dashboard .
  2. Enforce a confirmation on reassignment to ensure that assignment was not done on mistake. Only the assigned coordinator is able to take action on application(Intake profile). All other coordinator can only view the application .

Design

https://www.figma.com/file/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?node-id=2353%3A17352&t=ZM7AykeF7WVNoXkD-0

States

  1. when no coordinator is assigned with option to assign
  2. When a coordinator is assigned with option to assign

Limitations

None

Team Reviews:

jasika-ai commented 11 months ago

As a Coordinator, I want to manage my meeting with Host/guest and want to mark “Under Review” during the assessment process. I want to be able to flag the Guest/Host account for Review/Ban

Acceptance Criteria - For each application there is an option to mark the application as “Under Review”. The status for the application should be updated accordingly in the coordinator dashboard as well Every time the coordinator marks the application as “Under Review” should receive a confirmation prompt to prevent accidental changes.

sanya301 commented 3 months ago
  1. Without assigning we probably don't want them to be able to take action on the application
  2. We should also have some sort of resistance/confirmation to re-assigning
  3. Can you rephrase the problem statement
  4. Can you add goals and successes
  5. Also change how acceptance criteria is phrased: you want to start with user, example #500
lasryariel commented 1 month ago

@sanya301 Can you please confirm which of the following scenarios should be allowed for Coordinator Assignment/Reassignment?

Do we need to consider some type of reassignment approval workflows for some of these scenarios where both coordinators (coordinator currently assigned and the coordinator being reassigned to) have to approve it in some way?

lasryariel commented 1 week ago

DRAFT - Rewrite Proposal

Context:

The Problem

Currently Coordinators do not have an online way to manage which Coordinator is assigned to which Guest/Host.

User Story:

As a Coordinator, I should be able to assign myself to any Guest/Host so that it is clear that I will be assisting that Guest/Host with the application and onboarding process.

High Level Approach

A field on each Guest/Host which allows for assignment/reassignment of Coordinators.

Note: For Guests the coordinator who sent the invite is assigned as coordinator by default. #520

Acceptance criteria

Metrics

Considerations

Future Considerations

Design

Engineering

Team Reviews: