hackforla / hackforla/HomeUniteUs

Section 2 | Coordinator: Communication Notes to Applicants (Hosts or Guests at Intake Profile Approvals)

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Complexity: Medium dependency i-Interface: Coordinator Interface p-Feature: Dashboard Coordinator Role: PM Section: 2 size: 1pt User Stories
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Description

### Dependencies
- Design work is in progress for this story, being tracked in #736

#### Design
- [Initial design attempt from Bai, needs to be picked up by new designer](https://www.figma.com/design/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?node-id=14578-17696&t=QyihHZXengkcmqcJ-4)

#### Engineering
-

### Context:

- This story covers a portion of functionality needed for #454
- The terms "application" and "intake profile" may be used interchangeably.

### The Problem

Currently Coordinators do not have the ability to review or approve/deny the application (Intake Profile) submitted by Guest or Host via the HUU system. There is no structured way to review, approve, or request missing information from applications, leading to bottlenecks and inefficiencies in the process.

### User Story:

As a Coordinator, I want to _**view and approve/deny/request more info**_ for applications submitted by any Guest/Host I am assigned to, so I can process the application efficiently.

### High Level Approach

A Coordinator can click on a Guest or Host from the dashboard to view their submitted applications. From there, the Coordinator can approve, deny, or request more information and leave a comment. Applicants can only view and respond to communication notes directed to them. Once sent, Coordinators cannot delete external notes.

### Acceptance Criteria
- [x] Coordinator can easily find the application(s) submitted by a guest/host when starting from the Dashboard.
- [x] Coordinator can view all fields in an application
- [x] Coordinator can see when an application was submitted
- [x] Each application has a status, initialized as "Submitted" when it is first submitted by a Guest/Host
- [x] Only the Assigned Coordinator can update the status of the application
- [x] Assigned Coordinator can set the status of the application to Approved
- [x] Assigned Coordinator can set the status of the application to Denied
- [x] Assigned Coordinator can set the status of the application as More Info Needed
- [x] When Coordinator marks the application as More Info Needed, the Guest/Host is allowed to resubmit their application
- [x] Resubmitted applications are treated as a new version, which is initialized as a copy of the prior version for the Guest/Host to edit
- [ ] Coordinator can find/view prior versions of the application
- [ ] When the status of the application is updated to any of Approved, Denied, or More Info Needed, Coordinator is required to add a comment
- [ ] These comments are only visible to Coordinators
- [ ] Guest/Host is notified of changes to their application status.

### Metrics
- Number of applications Submitted vs the number of applications responded to (Approved, Denied, or More Info Needed)
- Average Number of resubmissions per Guest/Host
- Number of applications approved vs declined this week, this month, this quarter.

### Considerations
- Coordinators will be using desktop or tablet--> use responsive design
- Ensure Communication Notes are intuitive and won't be confused with the Coordinator Internal Note feature (#519)
- The status of the latest application will be rolled up as the overall status of the Guest/Host
- If the status of a Guest/Hosts latest application is "Submitted" and the Guest/Host has previously submitted an application, the Guest/Host overall status should be "Application Resubmitted"
- Consider adding predefined templates for common requests to streamline communication.
- Notes can be categorized by status (pending response, responded, closed) for easy tracking

### Future Considerations
- When Coordinator sets status to More Info Needed, being able to specify which questions/fields need to be corrected would be helpful
- Coordinator may want to provide a custom message to the Guest/Host alongside application status updates
- Some coordinators may preferred predefined templates for common requests to streamline communication.
- Automated reminders can be triggered if an applicant has not responded within a specified time (reminder to the applicant and notification to remind the Coordinator when an applicant has not responded within a specified timeframe)

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