DRAFT - Section 2 | Coordinator Epic Rewrite

[lasryariel]

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

• 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]

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