Section 2 | Coordinator: Add Notes

[rpradheap]

Dependencies

• Design is actively working on this feature, see: #736

Design

• #736

Engineering

• #677 created by Mira, engineering team to confirm if any work was done, since design is still finalizing notes.

Context:

• This story covers a portion of functionality needed for #454

The Problem

Currently Coordinators do not have an online way to add notes to a Guest/Host.

User Story:

As a Coordinator, I want to write internal notes on Guests/Hosts so that I can document insights, conversation history, or any other information which is not otherwise formally recorded in the HUU application.

High Level Approach

Coordinator is able to add/edit/save a note on Guests/Hosts.

Acceptance criteria

• [ ] When there is no note, The Coordinator assigned can add a note to any Guest/Host
• [ ] If a note already exists any Coordinator can View the note
• [ ] If a note already exists the assigned Coordinator should be able to Edit the note
  • [ ] Coordinator can Save their Edit of the note
  • [ ] Prior to Saving, Coordinator can choose to cancel the Edit. The note should revert to it's prior state from the last time it was saved.
• [ ] Coordinator can easily add/view/edit note from the dashboard

Metrics

• Number of Guests/Hosts with notes vs total Number of Guests/Hosts
• Average number of characters in each Note.
• Number of times a Note is Saved (changed) per Guest/Host

Considerations

• Coordinators will be using desktop or tablet--> use responsive design
• These notes should not be visible to Guests or Hosts, only to Coordinators.
• There should be one note per Guest/Host for MVP.

Future Considerations

• Allow for more than one note per Guest/Host

[sanya301]

Should we have options to edit and add new notes?

[sanya301]

@Mssunnymuffins you mentioned a while back that you had open questions on this issue, can you please add them here

[Mssunnymuffins]

@Mssunnymuffins you mentioned a while back that you had open questions on this issue, can you please add them here

@rpradheap I was referring to the potential changes on the notes section of the coordinator dashboard, per issue #501

[sanya301]

Consider having a history of notes or way to add more notes @rpradheap - perhaps a future considerations section

[lasryariel]

@baipai

Here are the suggested states for this feature: States

1. When there is no note an add button needs to be displayed
2. Once the add button is clicked by coordinator, a pop up window should be displayed to add notes with an option to save/cancel
3. To view notes - a pop up should open up with notes and have a close or X button to exit
4. To edit notes - a pop up should open with existing notes and edit button to edit the notes. It should also have a save and cancel option.

[lasryariel]

Dependencies

Design

• https://www.figma.com/file/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?node-id=2353%3A17352&t=ZM7AykeF7WVNoXkD-0

Engineering

• #677 created by Mira, engineering team to confirm if any work was done, since design is still finalizing notes.

Context:

• This story covers a portion of functionality needed for #454

The Problem

Currently Coordinators do not have an online way to add notes to a Guest/Host.

User Story:

As a Coordinator, I want to write internal notes on Guests/Hosts so that I can document insights, conversation history, or any other information which is not otherwise formally recorded in the HUU application.

High Level Approach

Coordinator is able to add/edit/save a note on Guests/Hosts.

Acceptance criteria

• [ ] When there is no note, The Coordinator assigned can add a note to any Guest/Host
• [ ] If a note already exists any Coordinator can View the note
• [ ] If a note already exists the assigned Coordinator should be able to Edit the note
  • [ ] Coordinator can Save their Edit of the note
  • [ ] Prior to Saving, Coordinator can choose to cancel the Edit. The note should revert to it's prior state from the last time it was saved.
• [ ] Coordinator can easily add/view/edit note from the dashboard

Metrics

• Number of Guests/Hosts with notes vs total Number of Guests/Hosts
• Average number of characters in each Note.
• Number of times a Note is Saved (changed) per Guest/Host

Considerations

• Coordinators will be using desktop or tablet--> use responsive design
• These notes should not be visible to Guests or Hosts, only to Coordinators.
• There should be one note per Guest/Host for MVP.

Future Considerations

• Allow for more than one note per Guest/Host