hackforla / hackforla/HomeUniteUs

Section 2 | Coordinator Epic

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Complexity: Large dependency Epics i-Interface: Coordinator Interface p-Feature: Dashboard Coordinator Role: PM Section: 2 size: 2pt
Dominant language
Python
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15d 1h
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Description

## Dependencies
- This epic has been re-handed off to the new Coordinator designers. Work is being tracked on this Design Epic: #784

### User Stories (dependencies)
- [ ] #274
- [ ] #380
- [ ] #501
- [ ] #510
- [ ] #519
- [ ] #518
- [ ] #520
- [ ] #528
- [ ] #635
- [ ] #731
- [ ] #829
- [ ] #859
- [ ] #889
- [ ] #890
- [ ] #891
- [ ] #892

### Context:

This epic covers functionality included in Section 2: Application and Onboarding from the [HUU Major Flows Figma](https://www.figma.com/file/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?type=design&node-id=4766-43901&mode=design&t=7vyeXqILyDl8UvNd-0). User stories will be attached to this epic as Issues.

### The Problem:

Coordinators do not currently have an online way to view and manage guest/hosts through the application and onboarding process.

### High Level Approach

A Dashboard page where a Coordinator can see all Guests/Hosts, so the Coordinator can manage guest/hosts through the application and onboarding process.

### Primary Flow
- [x] [#520](https://github.com/hackforla/HomeUniteUs/issues/520) | Coordinator can invite a Guest who has not used the platform before, which allows the Guest to create an account and submit their application (Intake Profile).
- [ ] [#520](https://github.com/hackforla/HomeUniteUs/issues/520) | The Coordinator who invites the Guest is automatically assigned as that Guest's Coordinator.
- [ ] [#501](https://github.com/hackforla/HomeUniteUs/issues/501) | Coordinator can see any Hosts who have signed up (no invite for Hosts needed) and submitted their application.
- [ ] [#518](https://github.com/hackforla/HomeUniteUs/issues/518) | Coordinator can assign themselves as Coordinator to Hosts that have submitted their application.
- [ ] [#501](https://github.com/hackforla/HomeUniteUs/issues/501) | Coordinator can see a list of all Guests/Hosts who have created accounts.
- [ ] [#635](https://github.com/hackforla/HomeUniteUs/issues/635) | Coordinator can view the submitted application for any Guest/Host.
- [ ] [#635](https://github.com/hackforla/HomeUniteUs/issues/635) | If the application is filled out incorrectly, the Coordinator can deny the application, allowing the Guest/Host to resubmit.
- [ ] [#635](https://github.com/hackforla/HomeUniteUs/issues/635) | Each time the Guest/Host submits/resubmits an application, a new version is created.
- [#635](https://github.com/hackforla/HomeUniteUs/issues/635) | If the applicant is not suitable for being a Guest/Host, the Coordinator can deny the application outright, with no option for the Guest/Host to resubmit
- [#635](https://github.com/hackforla/HomeUniteUs/issues/635) | Once the Coordinator determines the application is filled out correctly, they can approve the application.
- [#635](https://github.com/hackforla/HomeUniteUs/issues/635) | Coordinator can leave a comment alongside their approval/denial for each version of the application.
- #N/A (POST MVP) | Once an applicant is approved, Coordinator will schedule onboarding events (trainings, inspections, interviews) with the applicant.
- #731 | Coordinator can mark each onboarding event as completed once they are actually completed by the applicant.

### Supportive Features
- [#519](https://github.com/hackforla/HomeUniteUs/issues/519) | Coordinator can record notes on each applicant. These notes are not tied to a specific application, but rather to a specific applicant.
- [#518](https://github.com/hackforla/HomeUniteUs/issues/518) | Coordinators can be reassigned.
- [#501](https://github.com/hackforla/HomeUniteUs/issues/501) | Coordinator can find Guests/Hosts by Filtering/Sorting based on applicant fields (Name, Status, Type, etc.)

### Considerations:
- Solution needs to be scalable to multiple organizations
- Responsive and supported on desktop, tablet, and mobile.
- Each Guest/Host will only have 1 Coordinator assigned to them at a time

### Future Considerations
- Calendaring - Onboarding Event scheduling and management
- Permissions: In the future, some functionality may be limited to an Admin role. Also some functionality may be limited to only the assigned Coordinator or an Admin.

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