hackforla
Section 2 | Coordinator: Assigning Coordinators to Guests/Hosts
Dependencies
- Issue is in the icebox while Coordinator designers are working on #736
Design
- [ ] Could go with this design as it closely matches existing version of site (https://dev.homeunite.us/coordinator).
- Note: no pop-up screen was designed for confirming before assignment. Could use a browser pop-up ("Are you sure you want to assign [Coordinator Name] as Coordinator for [Guest/Host Name]
Engineering
- #745 - Needs to be prioritized
Context:
- This story covers a portion of functionality needed for #454
The Problem
Currently Coordinators do not have an online way to manage which Coordinator is assigned to which Guest/Host.
User Story:
As a Coordinator, I should be able to assign myself to any Guest/Host so that it is clear that I will be assisting that Guest/Host with the application and onboarding process.
High Level Approach
A field on each Guest/Host which allows for assignment/reassignment of Coordinators.
Note: For Guests the coordinator who sent the invite is assigned as coordinator by default. #520
Acceptance criteria
- [ ] Coordinator can assign any Guest/Host to themselves
- [ ] Coordinator can reassign any Guest/Host to another Coordinator
- [ ] Coordinator can easily assign/reassign from the dashboard
- [ ] Coordinator is asked to confirm assignment/reassignment to ensure the action was not performed accidentally
Metrics
- Load time when performing assign/reassign action
- Average Number of Coordinators assigned per Guest/Host
- Number of Guest/Hosts with no Coordinator assigned
Considerations
- Coordinators will be using desktop or tablet--> use responsive design
Future Considerations
- In the future, we will want a configurable permission set, restricting who can assign/reassign Coordinators, which Coordinators they can assign to, and which sets of Guests/Hosts those restrictions apply to.
As a Coordinator, I want to manage my meeting with Host/guest and want to mark “Under Review” during the assessment process. I want to be able to flag the Guest/Host account for Review/Ban
Acceptance Criteria - For each application there is an option to mark the application as “Under Review”. The status for the application should be updated accordingly in the coordinator dashboard as well Every time the coordinator marks the application as “Under Review” should receive a confirmation prompt to prevent accidental changes.
- Without assigning we probably don't want them to be able to take action on the application
- We should also have some sort of resistance/confirmation to re-assigning
- Can you rephrase the problem statement
- Can you add goals and successes
- Also change how acceptance criteria is phrased: you want to start with user, example #500
@sanya301 Can you please confirm which of the following scenarios should be allowed for Coordinator Assignment/Reassignment?
Do we need to consider some type of reassignment approval workflows for some of these scenarios where both coordinators (coordinator currently assigned and the coordinator being reassigned to) have to approve it in some way?
- [ ] Unassigned Host - Assign to Self
- [ ] Unassigned Host - Assign to Other Coordinator
- [ ] Guest/Host Assigned to Self - Reassign to Other Coordinator
- [ ] Guest/Host Assigned to Other Coordinator - Reassign to Self
- [ ] Guest/Host Assigned to Other Coordinator - Reassign to Other Coordinator
DRAFT - Rewrite Proposal
Context:
- This story covers a portion of functionality needed for #454
The Problem
Currently Coordinators do not have an online way to manage which Coordinator is assigned to which Guest/Host.
User Story:
As a Coordinator, I should be able to assign myself to any Guest/Host so that it is clear that I will be assisting that Guest/Host with the application and onboarding process.
High Level Approach
A field on each Guest/Host which allows for assignment/reassignment of Coordinators.
Note: For Guests the coordinator who sent the invite is assigned as coordinator by default. #520
Acceptance criteria
- [ ] Coordinator can assign any Guest/Host to themselves
- [ ] Coordinator can reassign any Guest/Host to another Coordinator
- [ ] Coordinator can easily assign/reassign from the dashboard
- [ ] Coordinator is asked to confirm assignment/reassignment to ensure the action was not performed accidentally
Metrics
- Load time when performing assign/reassign action
- Average Number of Coordinators assigned per Guest/Host
- Number of Guest/Hosts with no Coordinator assigned
Considerations
- Coordinators will be using desktop or tablet--> use responsive design
Future Considerations
- In the future, we will want a configurable permission set, restricting who can assign/reassign Coordinators, which Coordinators they can assign to, and which sets of Guests/Hosts those restrictions apply to.
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)
Engineering
Team Reviews:
- [x] Product - Raji
- [ ] Design - Help Needed
- [ ] Engineering - Help Needed