prime-reportstream icon indicating copy to clipboard operation
prime-reportstream copied to clipboard

Ensure that Terms of Service are signed by onboarding organizations

Open dylansmith-Nava opened this issue 2 years ago • 5 comments

User Story:

As a ReportStream admin, I want to ensure that newly onboarded organizations have signed the Terms of Service, so they can continue having access to the ReportStream platform and tools.

Background

From user synthesis: There appears to be an opportunity to ask a question about how we might input a forcing function to have users sign a Terms of Service before proceeding in the process. If we allow users to continue for weeks in the process without a signed Terms of Service as a soft blocker or service bottleneck, this will delay onboarding and continue to confuse users.

Risks/Impacts/Considerations

  • Need to understand when / what step in the process this 'soft block' is implemented
  • Need to strategize the severity of the 'soft block'; we don't want to bottleneck development and troubleshooting, but users do need to sign the ToS before continuing.

Dev Notes:

  • TBD

Working links:

  • MedArbor Research Synthesis Debrief
  • [MedArbor Weekly Sync notes] (https://docs.google.com/document/d/1xQPASiXAT_HuFfUWf3I1-rTjzbbUgd9jU8DBxPzLT6I/edit#heading=h.8scal3o7ehc1)

Acceptance Criteria

  • [ ] Strategy to implement soft block of ToS for newly onboarded organizations

Out of scope

  • Implementation

dylansmith-Nava avatar Sep 26 '23 21:09 dylansmith-Nava

Meet with Allyn to determine who will own this

LaFreda1 avatar Dec 04 '23 17:12 LaFreda1

We need to check if this is already being tracked

chris-kuryak avatar Mar 04 '25 20:03 chris-kuryak

@GlennRGrieves for awareness

chris-kuryak avatar Mar 04 '25 20:03 chris-kuryak

@GlennRGrieves has confirmed that we did not get the ToS signed during onboarding for CVS and Carbon Health, but they have been signed now after onboarding.

We should flag this ticket for Q3 roadmap to be led by Acct Mgmt and Product

chris-kuryak avatar Apr 02 '25 17:04 chris-kuryak

Currently not onboarding new senders/receivers, so this is not a high priority

chris-kuryak avatar May 13 '25 15:05 chris-kuryak