codeforboston / codeforboston/volunteer-matching
Request info view
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- JavaScript
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Description
## User Story
- As a city employee, I want to see the details of a request, so that I can evaluate its urgency and utility.
- As a city employee, I want to see the contact info of a requester, so that I can contact them to verify any details of their donation and communication throughout the donation process.
- As a city employee, I want to see potential matches of this request to inbound donations, so that I can match it to the appropriate donation.
- As a city employee, I want to assign this request to myself or another city employee, so that we can manage the case in an effective and timely manner.
---
## Description
This screen shows the details of an individual request. Requests are taken in by either a user-facing form, or recorded in the same form or directly in the gSheet by a city employee (for example, if a city employee hears from a donor by phone and records the details manually). Each request has the following user-facing characteristics, [laid out in this gSheet](https://docs.google.com/spreadsheets/d/1Fuw--IDdwjTOKE697L7wx0YNrhKPU_GcD0F_T3aWvT8/edit#gid=1500001709):
### Request details
- **Date received**: The date the request was made
- **Status**: The state of a given request, ie Inbound, Verified, Delivered, etc. [Described in this gSheet](https://docs.google.com/spreadsheets/d/1Fuw--IDdwjTOKE697L7wx0YNrhKPU_GcD0F_T3aWvT8/edit#gid=1590391657)
- **Urgency**: The urgency level of the request, in terms of how fast it needs to be acquired by a requester.
- **Requester name**: The name of the donor organization, or the Contact name if there is no organization listed
- **Request category**: The primary category of the requested item. [Described in this gSheet](https://docs.google.com/spreadsheets/d/1Fuw--IDdwjTOKE697L7wx0YNrhKPU_GcD0F_T3aWvT8/edit#gid=1590391657)
- **Request sub-category**: The secondary category of requested item. Each sub-category is subordinate to the category. [Described in this gSheet](https://docs.google.com/spreadsheets/d/1Fuw--IDdwjTOKE697L7wx0YNrhKPU_GcD0F_T3aWvT8/edit#gid=1590391657)
- **Request location**: If the requester would like the donation to be delivered, or if they can travel on-site to pick it up or consume it.
- **Request details**: Written free-text details of the request as entered by the requester
- **Fulfilled by**: Which donation was assigned to this request.
- **Date fulfilled**: The date on which the donation was delivered to / picked up by the requester.
- **Recurrence frequency**: If the request is recurring, the interval between needs.
### Contact information
This information is how the city employee can connect with the requester for verification and other discussion of the request details.
- Contact name
- Organization name
- Requester type (i.e. individual / family, school, non-profit, etc)
- Email
- Phone
- Address 1
- Address 2
- City / State / ZIP
### Match information
This is information on any eligible donation matches for this request recorded in the system
- Matching would occur on the sub-category level first, and then the category level
- Any active (not withdrawn, won't do, or completed) donation would be listed, in order of urgency and then by date received as a default view
- A city employee can take an action to match a given donation to a recipient. This would also change the status field to Verifying: 1st attempt, and force the donation to be assigned to a city employee (to be selected)
### Assignment information
- All requests can be assigned to a City Employee to work the case. City employees can be found on the [users sheet here](https://docs.google.com/spreadsheets/d/1Fuw--IDdwjTOKE697L7wx0YNrhKPU_GcD0F_T3aWvT8/edit#gid=463491032)
- Requests can also have notes listed by the city employee, recorded in the Notes field on the Requests sheet.
---
## Done when:
- A city employee can view the details, contact information, and potential matches of a given request
- A city employee can easily contact the requester
- A city employee can match a donation to a request
- A city employee can assign a request to themself or another city employee
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Assessment
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