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Section 2 | Coordinator: Dashboard - Table of Guests/Hosts
Dependencies
- Data in table in dev.homeunite.us is dummy data, need to see actual Guests/Hosts that have signed up/been invited for this to be complete. #651 is the engineering issue to complete this.
Design
Engineering
- [x] #678 - Complete
- [ ] #651 - 9/4/24 waiting for engineering availability to assign (team is currently doing code cleanup/documentation)
Context:
- This story covers a portion of functionality needed for #454
The Problem
Currently Coordinators do not have an online way to view and lookup Guests/Hosts and their key details/statuses
User Story:
As a Coordinator, I want to see a table of all Guests/Hosts so I can manage and track their key details/statuses.
High Level Approach
A table of Guest/Hosts with key details/statuses, with the ability to Filter and Sort.
Acceptance criteria
- [x] Coordinator is able to see a table of Guests/Hosts that have created an account
- [ ] Guests/Hosts are actual users who have signed up not just dummy data
- [x] The table contains the following columns: Name, Type, Coordinator, Stage, Status, Notes, Coordinator, and Last Updated.
- [x] Coordinator is able to add notes from the table.
- [x] Coordinator is able to Filter by any column.
- [x] CONVERTED TO ENHANCEMENT #755: Filtering allows for multi-select
- [x] Coordinator can easily see what filter criteria are being applied
- [x] Coordinator is able to Sort by any column.
Metrics
Time to load page
Considerations
- Coordinators will be using desktop or tablet--> use responsive design
Future Consideration:
- Bulk Actions via a checkbox per row should be considered
- Smart Filters, for example "Assigned to Me"
As I coordinator, I want to have access to some KPIs to measure success
- Count of hosts onboarded
- Count of guests onboarded
- Application completion rate for both guest and hosts = applications completed/applications started in a given time frame
Acceptance criteria -
- On the top of the coordinator table - we have a card representation of the following KPIs - Avg completion rate for Guest and Host, count of hosts on HUU, count of guests on HUU
- Have different time frames to view the KPIs (week, month, quarter, custom date)
- Each KPIs should have a tooltip or information tip on the corner to explain the calculation.
- KPIs could be filtered based on their status.
Future consideration Matching time - days taken by the coordinator to match the guests with suitable hosts after both applications have been approved.
2023 09 05 PM Design Meeting Notes
- A metrics section should be added to the Issue
- Discussion on an activity log for Guest and Host applications and expanding the Notes feature to support the Coordinator adding multiple notes. Team agreed that the activity log and an expanded notes feature are ideal to include if the additional effort is not significant
- Jasika shared an idea for tags on notes to help Coordinators filter notes based on some grouping of applications. Considering this for a future version based on feedback from SPY. Option to use hashtags to start.
cc @rpradheap
Design to Dev Handoff on Sept 19th - https://www.figma.com/file/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?type=design&node-id=1355-1&mode=design&t=sODhI9SjW2BOUTKH-0
- Rename application to Intake Profile
- Include ways to reject after interview, home inspection for host
- Include ways to mark interview, training, home inspection complete
- Include status document https://docs.google.com/document/d/1mksBNqE9hc-bAW49mdHQDImkk8f92YewtwENNpqvFHc/edit
Dependencies
Design
- #745
Engineering
- #678 created by Mira, engineering team to confirm if any work was done, since design is still finalizing filtering.
Context:
- This story covers a portion of functionality needed for #454
The Problem
Currently Coordinators do not have an online way to view and lookup Guests/Hosts and their key details/statuses
User Story:
As a Coordinator, I want to see a table of all Guests/Hosts so I can manage and track their key details/statuses.
High Level Approach
A table of Guest/Hosts with key details/statuses, with the ability to Filter and Sort.
Acceptance criteria
- [ ] Coordinator is able to see a table of Guests/Hosts that have created an account
- [ ] The table contains the following columns: Name, Type, Coordinator, Stage, Status, Notes, Coordinator, and Last Updated.
- [ ] Coordinator is able to add notes from the table.
- [ ] Coordinator is able to Filter by any column.
- [ ] Filtering allows for multi-select
- [ ] Coordinator can easily see what filter criteria are being applied
- [ ] Coordinator is able to Sort by any column.
- [ ] Coordinator is able to change (assign/reassign) the Coordinator field from the table
Metrics
Time to load page
Considerations
- Coordinators will be using desktop or tablet--> use responsive design
Future Consideration:
- Bulk Actions via a checkbox per row should be considered
- Smart Filters, for example "Assigned to Me"
