Section 2 | Guest Profile Submission

[sanya301]

The Problem:

Currently, Guests have no means to fill out a profile to provide information about themselves that they would want to share with hosts.

User Story:

As a Guest, I should be able to fill out a profile that the host will get to see.

High-Level Approach:

Guest profile page with a place to fill out information guests can share with hosts. The page should also contain options like edit and save.

Solution Alignment

Considerations

• In the future, the plan is for the guest onboarding experience for multiple organizations (SPY and beyond), where different organizations might want to modify the profile needed for Guests.
• Anticipate that users will be using desktop, tablet, mobile devices --> use responsive design

Goals & Success

Success is if a guest can successfully complete their Profile, as well as edit and submit it.

Metrics

• Number of profiles completed vs the number of profiles started.
• Average time taken to complete each profile

Key Features:

• Open paragraph for profile with question from Guest profile text Link - see page 10
• Save button to save the profile and exit
• Autosave feature (nice to have, quick feedback from eng is that this should be possible, would need to identify events that trigger autosave eg changing a radio button selection)
• Ability to see the same saved profile after logging in if the user clicked save application button before exiting
• Ability to edit the profile multiple times before completing it.
• Ability to see a final overall preview before submitting the profile.
• Button to submit the final profile.
• Ability to edit the profile if requested by the coordinator.

Acceptance Criteria:

• Guest Profile should unlock once Guest Application form has been submitted
• A guest should be able to edit the profile until it is submitted.
• Guest should see an error if they attempt to save a Profile that is empty
• Guest should be able to fill the Profile in multiple sessions by saving the Profile using a save button on the page (The save button will add all the filled questions into the database for this particular guest)
• Guest should be able to see a preview of the profile before the final submission.
• Guest should be able to see pre-filled text for any sections that were saved at any point. If a guest is logged in and has exited before submitting the Profile, they should be able to continue the Profile from the dashboard page under the profile section.
• Guest should be able to submit the Profile which will lock the Profile and send it for review to the coordinator.
• Guest should not be able to start the matching process until the Guest Profile is completed and accepted
• Once the guest has submitted the Profile, they should see the Profile status as pending review on the dashboard page.
• If a coordinator finds any issues with the Profile:
  • The guest should see a Edit requested status on the application tab of the dashboard and would receive an email/call from the coordinator on what needs to be edited
  • Profile should be unlocked for the Guest to edit it
  • Guest should be able to resubmit the Profile for review
• Guest should see completed status on the Profile once it has been approved by the co-ordinator, and be able to click into their profile at any point from the dashboard Profile section, or via navigation for the user profile
• Once guest application and profile has been approved, the matching section should unlock

Future Consideration:

• Ability to add photos pending discussion with SPY and other host home programs

Guest profile physical form:

Guest profile text Link - see page 10

Design

• [ ] 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

• [ ] #636

Team Reviews:

• [ ] Product - Sanya
• [ ] Design -
• [ ] Engineering -

Open Questions:

• Customer open question: should paragraph answers have a minimum character count?

[sanya301]

Guest profile review page (what will be visible to the host) will be a separate user story

[sanya301]

This was merged with Guest Intake Profile (formerly known as application form) https://github.com/hackforla/HomeUniteUs/issues/533 Closing this story

[jasika-ai]

Need to open this ticket again because the current design does not include 'upload picture' feature. Found notes in Figma that state "Thanks for your interest SPY’s Host Home program. The sign up wizard will ask you to confirm details from your Host Home application, as well as upload a picture to introduce you." legacy design

[jasika-ai]

Closing this issue as there is a new flow that captures the functionality.