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Section 2: Coordinator - Link to view Guest/Host Intake Profile #656

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rpradheap opened this issue Feb 11, 2024 · 3 comments
Closed
7 tasks

Section 2: Coordinator - Link to view Guest/Host Intake Profile #656

rpradheap opened this issue Feb 11, 2024 · 3 comments
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i-Interface: Coordinator Interface Items related to the Coordinator interface & experience. p-Feature: Dashboard Coordinator points: missing Role: PM Section 2 Related to Major Flows Section 2: Application & Onboarding Process
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@rpradheap
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rpradheap commented Feb 11, 2024

Problem Alignment

The Problem

Currently, Coordinator do not have a digital way to manage applications (approve, deny, ask for changes) and everything has to be done in an ad hoc way.

User Story:

As a coordinator, I should be able to view the application submitted by Guest/Host so I can take action(approve, deny, ask for more info) on the application

High Level Approach

  • For Host applications - The dashboard will have an entry in the coordinator dashboard only when the Host submitted the application and the Host profile should be viewable on clicking the applicant's name.
  • For Guest applications- Coordinator Dashboard should have the link to profile disabled until the Guest submits the application. The entry will be there before submitting on the dashboard to track the invitation sent to the guest.

Solution Alignment

Considerations

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

Goals and Success

Success if coordinator can successfully view the link and are able to see the Intake profile of Guest and Host

Metrics

None

Key Features

  • Link to Guest/host profile View Intake Profile on coordinator dashboard
  • On clicking the Link In take Profile - a separate window opens with the Intake Profile submitted by Guest/Host

Acceptance Criteria

Success is if Coordinator can successfully view the guest/host Intake profile once the guest/host submits the application

Known Limitations

Coordinator may not be able to see the profile that are yet to be submitted by Guest/Host

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)
  • Limitations

Engineering

Team Reviews:

  • Product - Raji
  • Design - Help Needed
  • Engineering - Help Needed
@rpradheap rpradheap added Role: PM p-Feature: Dashboard Coordinator i-Interface: Coordinator Interface Items related to the Coordinator interface & experience. Section 2 Related to Major Flows Section 2: Application & Onboarding Process labels Feb 11, 2024
@rpradheap rpradheap added this to New Issue Approval in Home Unite Us Product and Dev board via automation Feb 11, 2024
@rpradheap rpradheap added this to the 6- MVP milestone Feb 11, 2024
@rpradheap rpradheap changed the title Section 2: Coordinator - Link to view Guest/Host Profile Section 2: Coordinator - Link to view Guest/Host Intake Profile Mar 29, 2024
@sanya301
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Please rename applications to intake profile everywhere @rpradheap

@sanya301
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sanya301 commented Mar 29, 2024

Problem description

  • "Currently, Coordinator do not have the ability to View Guest and Host Intake Profile digitally." In the problem description though, there is no concept of an intake profile in the current coordinator world, so here actually we might want to say application to refer to the physical form they currently fill out
  • I would add that there is no digital way to manage applications (approve, deny, ask for changes) and everything has to be done in an ad hoc way

User story

  • "so I can communication" seems like leftover? We aren't really providing them to communicate, did you mean approve/reject/ask for more information here?

@rpradheap
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added to issue #635

Home Unite Us Product and Dev board automation moved this from New Issue Approval to Done Apr 26, 2024
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Labels
i-Interface: Coordinator Interface Items related to the Coordinator interface & experience. p-Feature: Dashboard Coordinator points: missing Role: PM Section 2 Related to Major Flows Section 2: Application & Onboarding Process
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