Partner profile mandatoriness at submission

[cielf]

Summary

Switch to having mandatory checks on partner profile only at "submit for approval" and later stages. Add several fields to be mandatory at that stage

Why

Because the partner profile is so long, we don't want to enforce this mandatoriness while the partner is trying to fill it out.

Details

Part 1

There is currently one enforced mandatory condition on the partner profile

• if the social media section is being used, the partner has to fill in some social media or choose "no social media"

This should, instead, only be enforced if the status is "submitted for approval" or "approved" If the organization has "invite and aprove" true, this is not mandatory.

Part 2

Add the following fields to be mandatory at "submitted for approval" or "approved". If the organization uses "invite and approve", these fields are not mandatory "Agency Name" : agency_name, "Agency Type" : agency_type, "Address (Line 1)" : address1, "City": city, "State": state, "Zip Code": zip_code,

In the Agency Stability section: "Program Name": program_name "Program Description": program_description

Criteria for completion

• [ ] behaviour as described
• [ ] tests to confirm behaviour
• [ ] update the user guide sections on partner profile to reflect the changes.

Origin

Partnerbase working group identified that the following fields should be mandatory in 2022. "Agency Name" : agency_name, "Agency Type" : agency_type, "Address (Line 1)" : address1, "City": city, "State": state, "Zip Code": zip_code,

In the Agency Stability section: "Program Name": program_name "Program Description": program_description

[GreenGogh47]

Could I take a stab at this?

[cielf]

I don't see why not -- but please make sure you are really familiar with the ins and outs of Invite vs Invite and approve, and the various statuses that a partner (as opposed to the partner profile, which is where the fields we are talking about live). That's why it's marked "advanced"

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