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.
This epic covers functionality included in Section 2: Application and Onboarding from the HUU Major Flows Figma. User stories will be attached to this epic as Issues.
The Problem:
Coordinators do not currently have an online way to view and manage guest/hosts through the application and onboarding process.
Primary Flow
Coordinator can invite a Guest who has not used the platform before, which allows the Guest to create an account and submit their application (Intake Profile).
The Coordinator who invites the Guest is automatically assigned as that Guest's Coordinator.
Coordinator can see any Hosts who have signed up (no invite for Hosts needed) and submitted their application.
Coordinator can assign themselves as Coordinator to Hosts that have submitted their application.
Coordinator can see all Guests/Hosts who have created accounts.
Coordinator can view the submitted application for any Guest/Host.
If the application is filled out incorrectly, the Coordinator can deny the application, allowing the Guest/Host to resubmit.
Each time the Guest/Host submits/resubmits an application, a new version is created.
If the applicant is not suitable for being a Guest/Host, the Coordinator can deny the application outright, with no option for the Guest/Host to resubmit.
Once the Coordinator determines the application is filled out correctly, they can approve the application.
(POST MVP) Once an applicant is approved, Coordinator will schedule onboarding events (trainings, inspections, interviews) with the applicant.
Coordinator can mark each onboarding event as completed once they are actually completed by the applicant.
Supportive Features
Coordinator can leave a comment alongside their approval/denial for each version of the application.
Coordinator can record notes on each applicant. These notes are not tied to a specific application, but rather to a specific applicant.
Coordinators can be reassigned.
Coordinator can find Guests/Hosts by filtering based on applicant fields (Name, Status, Type, etc.)
Considerations:
Solution needs to be scalable to multiple organizations
Responsive and supported on desktop, tablet, and mobile.
Each Guest/Host will only have 1 Coordinator assigned to them at a time
Future Considerations
Calendaring - Onboarding Event scheduling and management
Permissions: In the future, some functionality may be limited to an Admin role. Also some functionality may be limited to only the assigned Coordinator or an Admin.
lasryariel
commented
5 months ago
Context:
This epic covers functionality included in Section 2: Application and Onboarding from the HUU Major Flows Figma. User stories will be attached to this epic as Issues.
The Problem:
Coordinators do not currently have an online way to view and manage guest/hosts through the application and onboarding process.
Primary Flow
Supportive Features
Considerations:
Future Considerations