Product: Section 2 | Coordinator: Dashboard Status Filters for Work Prioritization

[gabcdominic]

🧩 Overview

Document all potential question types and required functionalities for the Coordinator Dashboard Status Filters to improve work prioritization workflows. We need to identify and define all possible filters and edge cases to streamline the triage process for Coordinators and reduce inefficiencies in managing guest and host applications.

Example: Enable filtering by “Assigned to Me,” “Pending,” and “Matchmaking” to avoid manual searching and duplicate follow-ups.

🧠 Problem Statement

Coordinators manage multiple onboarding and matching workflows but lack effective dashboard tools for filtering by key factors such as stage, or status. This results in duplicate follow-ups, delayed triage, and an inefficient experience across workflows.

🙋‍♀️ User Story

As a Coordinator, I want to filter applications by assignment, stage, and status, So that I can prioritize urgent cases efficiently and minimize manual effort.

🎯 Acceptance Criteria (Definition of Done)

• [ ] Coordinators can apply and remove multiple filters simultaneously.
• [ ] Filtered states persist through pagination and until logout.
• [ ] Dropdown menu reflects all valid status/stage combinations.
• [ ] Filtering updates dashboard in real time without refresh.
• [ ] All edge cases (e.g., “Unassigned” + “Matchmaking”) documented and handled in backend logic.

🔍 Context / Background

Any relevant links, decisions, research, or history.

• Research Summary: [link]
• Previous Discovery Work: [link to doc]
• Related Epics or Projects: [link]

🖼️ Design Notes (Preliminary)

• [ ] Ready for Design Use multi-select dropdown components from existing design system. Styling and interaction should align with Guest Intake and Host dashboards. Consider visual indicators for active filters (e.g., chips/tags)

📌 Scope Considerations (In/Out Scope)

• Feature List Add/Update Feature List
• [ ] Added to Feature List and completed information accordingly

In Scope:

• Initial release of host profile questions and storage.

Out of Scope (future or separate stories):

• Matching algorithm
• Admin dashboard for reviewing profiles

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🛑 Constraints / Risks / Workflow Dependency

Filters must work seamlessly with paginated datasets. Backend support is needed to enable compound queries. Filtering behavior should comply with privacy rules (e.g., avoid showing personally identifiable data for unassigned users). Risk of inconsistent data labeling in legacy entries—needs review.