hackforla / hackforla/HomeUniteUs

Section 2 | Coordinator: Confirm completion of Onboarding Events

Open
#731 1 comment 0 reactions 0 assignees View on GitHub
Complexity: Small dependency i-Interface: Coordinator Interface p-Feature: Calendaring Role: PM Section: 2 size: 1pt User Stories
Dominant language
Python
Stars
45
Forks
22
Avg merge
15d 1h
Merged PRs (30d)
1

Description

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

### 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 an online way to track that a Guest/Host has completed applicable key Onboarding Events (trainings, inspections, interviews).

### User Story:

As a coordinator, I want to track the scheduled dates and completion status of key onboarding events for each guest and host so I can easily see which events have been completed and which still need to be scheduled. Additionally, I need a scheduling feature that allows Guests and Hosts to sign up for available slots, ensuring timely onboarding and reducing my manual scheduling effort.

### High Level Approach
When a Guest/Host is selected from the table in the dashboard (#501), Coordinator can see the applicable key onboarding events for that Guest/Host, including the scheduled date and completion date.

### Acceptance Criteria
- [x] Coordinator can easily find the Onboarding Events for a Guest/Host when starting from the Dashboard.
- [x] Coordinator can see the following Onboarding Events depending on if a Guest or a Host is selected
- [x] Guest
- [x] Guest Coordinator Interview
- [x] Guest Training Session
- [x] Host
- [x] Host Coordinator Interview
- [x] Home Inspection
- [x] Host Training Session
- [x] The order of these events should be displayed as listed above, as they are linear
- [x] For each onboarding event Coordinator can see and edit the following fields
- [x] Status/Completion field or checkbox
- [x] Scheduled Date/Time field (optional)
- [x] Completed Date/Time field (required if event is marked as completed)
- [x] When Status is marked as completed/checked, Coordinator is prompted and required to fill out the Completion Date
- [x] If a Scheduled Date exists, the Completion Date should be set to match the Scheduled Date
- [x] If no Scheduled Date exists, the Completion Date should default to today's date
- [x] In both of these cases, the Completion Date should still be editable by the Coordinator
- [ ] Guests and Hosts receive a link to a calendar tool (e.g. Calendly, Jotform, Sign Up Genius) to view available timeslots for required onboarding events. The system sends confirmation emails or notifications to Guests, Hosts, and the Coordinator once a slot is booked. Coordinators can manually adjust scheduled schedules if needed, with changes reflected in real time.

### Metrics
- Time to load after marking an event as completed
- Number of events not marked as complete with past scheduled dates

### Considerations
- Coordinators will be using desktop or tablet--> use responsive design
- The events are meant to happen in a linear order, so a “step by step” flow should be considered in the design

### Design
- [ ] Review Existing Design
- [ ] Updating Design as Needed
- [ ] Designs are edited and ready for engineering. Link to the Figma: (share Figma link here when ready)

### Engineering
- #

#### Team Reviews:
- [ ] Product - Ariel
- [ ] Design - Help Needed
- [ ] Engineering - Help Needed

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.