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.
Coordinator currently do not have the ability to review the application submitted by Guest or Host via the HUU system.
User Story:
As a coordinator, I should be able to view the application submitted by Guest or Host so I can take a decision on the application.
High Level Approach
Coordinator is able to view application submitted by guest/host by clicking on the view application link from coordinator Dashboard
Coordinator is able to change the application status to Approved/ Declined or More Info.
Coordinator is able to write any relevant notes in the comment section before taking the decision for history purpose
Notes : In case of more info needed scenario, Guest/host dashboard should just say more info needed with prefilled application. The action that the coordinator will take will be to email or call the guest/host and explain the fields that need to be edited and resubmitted for review.
Solution Alignment
Considerations
Coordinators will be using desktop or tablet--> use responsive design
Goals & Success
Success if coordinator can successfully view Guest/Host Intake profile and take action to determine whether to approve, decline or ask more info.
Success is if Coordinator can successfully select the application status as More info needed which in turn
creates a new prefilled application for guest/host on their dashboard page to continue the application and submit
Metrics
Number of profiles waiting action (submitted) vs the number of profile action was taken
Number of profiles approved vs declined this week, this month, this quarter.
Key Features
View application by clicking the View application (Intake Profile) link from coordinator dashboard
Application status Drop Down to select the appropriate status (Approved,Denied,More Info Needed) and click submit button
Comment section to write notes related to Intake Profile
Acceptance criteria
-Coordinator can successfully view the application the Guest or host submitted by clicking on the Intake Profile from Coordinator Dashboard page
Assigned Coordinator is able to take a decision on the application and set the status of application to approved, declined or more info.
Assigned Coordinator is able to write comments on the decision for history purpose
View Application(Intake Profile) link from coordinator dashboard is not available until the Guest/Host submits the application
Coordinator is unable to take action without writing comments
Coordinator is able to only view and not take action on the application(Intake Profile) if he/she his not assigned to the application.
If more Info is required, Assigned Coordinator is able to duplicate the application (Duplication happens in the backend, Coordinator is just able to select the status More Info required option from the application status dropdown options)
Coordinators should be able to create a new prefilled application for Guest or host to provide more info and submit the application again.
Status of new application: Application more info needed( In backend). In coordinator dashboard the status will show as More Info Needed. when the Guest/Host starts the application - Re-started and when they submit the status will be Resubmitted
In the guest/ Host Dashboard please replace the existing application with the duplicate application as coordinator will most probably say that the application has been reopened and to add more info in field x,y and z to get it approved.
Problem Alignment
The Problem
Coordinator currently do not have the ability to review the application submitted by Guest or Host via the HUU system.
User Story:
As a coordinator, I should be able to view the application submitted by Guest or Host so I can take a decision on the application.
High Level Approach
Solution Alignment
Considerations
Coordinators will be using desktop or tablet--> use responsive design
Goals & Success
Success if coordinator can successfully view Guest/Host Intake profile and take action to determine whether to approve, decline or ask more info.
Success is if Coordinator can successfully select the application status as More info needed which in turn creates a new prefilled application for guest/host on their dashboard page to continue the application and submit
Metrics
Key Features
View application by clicking the View application (Intake Profile) link from coordinator dashboard
Application status Drop Down to select the appropriate status (Approved,Denied,More Info Needed) and click submit button
Comment section to write notes related to Intake Profile
Acceptance criteria
-Coordinator can successfully view the application the Guest or host submitted by clicking on the Intake Profile from Coordinator Dashboard page
Design
https://www.figma.com/file/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?node-id=2353%3A17352&t=ZM7AykeF7WVNoXkD-0
Limitations
Coordinator may not be able to see applications that are yet to be submitted by Guest/Host
Team Reviews: