Sprint & Release Planning

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Mollie Bates edited this page Jun 4, 2016 · 22 revisions

Release 2 Prioritized Backlog

Release 2 target launch date: December 1, 2016

Case Manager Functionality Enhancements

As a CM, I need to know when there are missing required fields before I submit a pledge (or close out a case?) so that I can be sure that DCAF has all necessary data.
As a CM, I need to know if I am working with a referral org for this client including how much that organization is providing so that I can pledge an appropriate amount.
As a CM, I need to be able to choose the call line I'm working on tonight so that I input patient's data into the correct line.
As a case manager, I need to be able to mark a case as patient dropoff so that I can eliminate them from my call list

Roles

As a non-Case Manager, I need to be able to do different things in the CM App so that I can do my job. (Need roles beyond case manager: Case Manager Director, Board Member, Accountant, Admin)

Budget

As a CM, I need to know my weekly budget and how much remains for pledges (soft and hard) in a given period.
As a CM, I need help determining how much money I should pledge to a patient based on how many weeks the pregnancy has gestated so that I can properly manage my weekly budget.
As a Case Manager Director or board member, I want to know how much money is left in the weekly budget across all three lines so that I can adjust the weekly budget as needed.

Audit and Accounting

As the DCAF accountant, I need to mark cases as paid so that I can reconcile fulfilled pledges from clinics with IOUs written by case managers.
As a DCAF accountant, I need to mark cases as unfulfilled so that ... need to work with Colin on this one.
As a DCAF accountant, I need to know our outstanding liabilities at any given point so that I can manage DCAF's budget appropriately.

Management

(These stories will be solved with a full 'all calls/cases' table that is sortable, filterable, and searchable)

As a Case Manager Director, I need to see all outstanding cases across all three lines so that I can know how busy the week is.
As a Case Manager Director, I want data on call volume so that I can adjust staffing.