Section 2 | Coordinator: Add Notes

[rpradheap]

See this comment for draft rewrite proposal to be reviewed.

Problem Alignment

The Problem

Currently Coordinators do not have a way to add notes regarding an application (Intake Profile) submitted by Guests and Hosts.

User Story:

As a Coordinator, I want to write internal notes on applications (Intake Profiles) submitted by Guests and Hosts so that I can track insights and case history to be visible to Coordinators only.

High Level Approach

Coordinator is able to add notes to an application (Intake Profile) directly from the tabular view of all applications.

Solution Alignment

Considerations

• Coordinators will be using desktop or tablet--> use responsive design
• These notes should not be visible to Guests or Hosts, only to Coordinators.
• There should be one note per application (Intake Profile) for MVP.

Goals & Success

Coordinator can successfully add, edit, and view notes on each Guest and Host application (Intake profile) via the table outlined in #501.

Key Features

1. Add Note: The Coordinator can add a note to an application (Intake Profile)
2. View Note: The Coordinator can view the note on an application (Intake Profile)
3. Edit Note: The Coordinator can edit an existing note on an application (Intake Profile)
4. Save Note: The Coordinator can save changes made to a note
5. Note visibility: Notes are visible to all Coordinators, but only the assigned Coordinator can Edit the note.

Acceptance criteria

1. When there is no note, The Coordinator assigned can add a note to an application (Intake Profile)
2. If a note already exists any Coordinator should be able to View the note
3. If a note already exists the assigned Coordinator should be able to Edit the note
4. When editing a note, the assigned Coordinator should have the following options:
   • "Save", for when the Coordinator is done editing the note.
   • "Cancel", for when the Coordinator does not want to save any edits they made.
     • The note should revert to it's prior state from the last time it was saved.

Metrics

• Number of Guests/Hosts with notes vs total Number of Guests/Hosts
• Average number of characters in each Note.
• Number of times a Note is Saved (changed) per Guest/Host

Design

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

• Review Existing Design
• Updating Design as Needed
• Designs are edited and ready for engineering. Link to the Figma: (share Figma link here when ready)

Engineering

• Add note taking pop up in Coordinator Dashboard #677 created by Mira, engineering team to confirm if any work was done, since design is still finalizing notes.

None

Team Reviews:

• Product - Raji, handing off to Ariel
• Design - Help Needed
• Engineering - Help Needed

[sanya301]

Should we have options to edit and add new notes?

[sanya301]

@Mssunnymuffins you mentioned a while back that you had open questions on this issue, can you please add them here

[Mssunnymuffins]

@Mssunnymuffins you mentioned a while back that you had open questions on this issue, can you please add them here

@rpradheap I was referring to the potential changes on the notes section of the coordinator dashboard, per issue #501

[sanya301]

Consider having a history of notes or way to add more notes @rpradheap - perhaps a future considerations section

[lasryariel]

@baipai

Here are the suggested states for this feature:
States

1. When there is no note an add button needs to be displayed
2. Once the add button is clicked by coordinator, a pop up window should be displayed to add notes with an option to save/cancel
3. To view notes - a pop up should open up with notes and have a close or X button to exit
4. To edit notes - a pop up should open with existing notes and edit button to edit the notes. It should also have a save and cancel option.

[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 add notes to a Guest/Host.

User Story:

As a Coordinator, I want to write internal notes on Guests/Hosts so that I can document insights, conversation history, or any other information which is not otherwise formally recorded in the HUU application.

High Level Approach

Coordinator is able to add/edit/save a note on Guests/Hosts.

Acceptance criteria

• When there is no note, The Coordinator assigned can add a note to any Guest/Host
• If a note already exists any Coordinator can View the note
• If a note already exists the assigned Coordinator should be able to Edit the note
  • Coordinator can Save their Edit of the note
  • Prior to Saving, Coordinator can choose to cancel the Edit. The note should revert to it's prior state from the last time it was saved.
• Coordinator can easily add/view/edit note from the dashboard

Metrics

• Number of Guests/Hosts with notes vs total Number of Guests/Hosts
• Average number of characters in each Note.
• Number of times a Note is Saved (changed) per Guest/Host

Considerations

• Coordinators will be using desktop or tablet--> use responsive design
• These notes should not be visible to Guests or Hosts, only to Coordinators.
• There should be one note per Guest/Host for MVP.

Future Considerations

• Allow for more than one note per Guest/Host

Design

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

Engineering

• Add note taking pop up in Coordinator Dashboard #677 created by Mira, engineering team to confirm if any work was done, since design is still finalizing notes.

Team Reviews:

• Product - Raji, handing off to Ariel
• Design - Help Needed
• Engineering - Help Needed