hackforla / hackforla/HomeUniteUs

Product: Section 2 | Guest Intake Profile - Registration Form (fka Application Form)

Open
#533 24 comments 0 reactions 1 assignee Claimed by @amitunikorn View on GitHub
Complexity: Medium i-Interface: Guest Interface p-Feature: Application Guest Ready for: Product - Guest Role: PM Section: 2 size: 1pt User Stories
Dominant language
Python
Stars
45
Forks
22
Avg merge
15d 1h
Merged PRs (30d)
1

Description

## 🧩 Overview
We need to create automated way for the Guest to complete and submit their intake profile information.

## 🧠 Problem Statement
Guests currently have no way to submit required personal information online for the host home matching process, making the experience fragmented, inconsistent, and difficult to manage across organizations.

## 🙋‍♀️ User Story
As a Guest,
I want to complete an intake profile with my information, so that I can be matched with a Host through the platform and receive coordinator support.

## 🎯 Acceptance Criteria (Definition of Done)
- To encourage creativity and innovative ideas from the designer, should we move some of the more prescriptive items to the design handoff, after discussion with the designer?

- [ ] Guests can access the Profile from their dashboard once logged in
- [ ] Guests can fill out required and optional fields
- [ ] Fields include text, date, phone number, email, checkbox, and signature inputs with validation
- [ ] Guest receives confirmation email and can download submitted profile as PDF
- [ ] Coordinator can request edits → status changes to “Needs more info”
- [ ] Guests can edit their submitted profile (if unlocked), re-sign, and resubmit
- [ ] Guests can navigate freely between Profile sections
- [ ] Guests can access and download submitted Profile at any time from dashboard

## 🔍 Context / Background (Do we need this?)

- Live Site: https://homeunite.us/
- Beta Site: https://dev.homeunite.us/
- Guest Application Form Example: [Guest profile PDF](https://github.com/hackforla/HomeUniteUs/issues/533#)
- Design Prototypes:
- [Guest Desktop Prototype](https://github.com/hackforla/HomeUniteUs/issues/533#)
- [Guest Mobile Prototype](https://github.com/hackforla/HomeUniteUs/issues/533#)
- Team Contacts:
- Product: Sanya
- Design: Jiehong
- Engineering: Erik
- Engineering Story Dependency: Implement Forms API (#636)
- Open Questions:
- What are the options for implementing a lightweight legally acceptable e-signature?
- Should paragraph-style answers have a minimum character count?

## 🖼️ Design Notes (Preliminary)

- Design inspiration: clean, mobile-friendly, accessible forms; similar to existing Safe Place for Youth intake form

## 📌 Scope Considerations (In/Out Scope)
- [Feature List](https://docs.google.com/spreadsheets/d/1uM287TOz20jnXPS4kRe0Dt5GlhnPbNRYBHHOxcamCJ0/edit?gid=343529642#gid=343529642) *Add/Update Feature List*
- [ ] Added to [Feature List](https://docs.google.com/spreadsheets/d/1uM287TOz20jnXPS4kRe0Dt5GlhnPbNRYBHHOxcamCJ0/edit?gid=343529642#gid=343529642) and completed information accordingly

## 🛑 Constraints / Risks / Workflow Dependency (as it relates to this issue)
- Refer to for [Feature List](https://docs.google.com/spreadsheets/d/1uM287TOz20jnXPS4kRe0Dt5GlhnPbNRYBHHOxcamCJ0/edit?pli=1&gid=343529642#gid=343529642) for detail compliance/regulatory risk and contraints
- Add specific constraints/Risk/Workflow Dependency for this issue
- API (Issue #636)
- PDF generation for profile must be tested across devices
- Different organizations may want custom profile questions in future (requires flexible architecture)
- Guest signatures should meet legal/UX standards but be low-friction
- Data collection must follow privacy and security best practices

## ✅ Action Items

- #### Assign and Prep:
- [x] PM to finalize user story
- [ ] PM to gather answers to signature/legal questions
- [ ] PM to confirm scope with Design/Eng leads
- [ ] Split into smaller Engineering/Design tickets if needed

- #### Draft and Review:
- [x] Mark issue “In Progress”
- [ ] Add label: Ready for: Design Peer Review
- [ ] PM team to review and iterate on draft
- [ ] Finalize with Product Lead
- [x] Add label: Ready for: Product Lead

## 🔗 Related Tickets

- Design Ticket: [link]
- Engineering Ticket (Forms API): [#636](https://github.com/...)
- QA Test Plan: [link]

## 📎Resources & References

- Research: [SPY Intake Form PDF](https://github.com/hackforla/HomeUniteUs/issues/533#)
- Brand Guidelines / Design System: [link]
- Design Files: [Guest Desktop](https://github.com/hackforla/HomeUniteUs/issues/533#), [Guest Mobile](https://github.com/hackforla/HomeUniteUs/issues/533#)

Contributor guide

Open the contributing guide

Assessment

This issue has not been assessed yet.

Get new issues in your inbox

A short digest of beginner-friendly GitHub issues.