Section 2 | Coordinator: Assigning Coordinators to Guests/Hosts

[rpradheap]

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

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

Limitations

None

Team Reviews:

• Product - Raji
• Design - Help Needed
• Engineering - Help Needed

[jasika-ai]

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]

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 Section 2 | Guest dashboard: Tasks #500

[lasryariel]

@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?

• Unassigned Host - Assign to Self
• Unassigned Host - Assign to Other Coordinator
• Guest/Host Assigned to Self - Reassign to Other Coordinator
• Guest/Host Assigned to Other Coordinator - Reassign to Self
• Guest/Host Assigned to Other Coordinator - Reassign to Other Coordinator

[lasryariel]

DRAFT - Rewrite Proposal

Context:

• This story covers a portion of functionality needed for Section 2 | Coordinator Epic #454

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

• Coordinator can assign any Guest/Host to themselves
• Coordinator can reassign any Guest/Host to another Coordinator
• Coordinator can easily assign/reassign from the dashboard
• Coordinator is asked to confirm assignment/reassignment to ensure the action was not performed accidentally

Metrics

• Load time when performing assign/reassign action
• Average Number of Coordinators assigned per Guest/Host
• Number of Guest/Hosts with no Coordinator assigned

Considerations

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

Future Considerations

• In the future, we will want a configurable permission set, restricting who can assign/reassign Coordinators, which Coordinators they can assign to, and which sets of Guests/Hosts those restrictions apply to.

Design

• https://www.figma.com/file/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?node-id=2353%3A17352&t=ZM7AykeF7WVNoXkD-0
• Review existing designs on Figma
• Edit existing designs as needed
• Designs are edited and ready for engineering. Link to the Figma: (share Figma link here when ready)

Engineering

Team Reviews:

• Product - Raji
• Design - Help Needed
• Engineering - Help Needed