hackforla / hackforla/HomeUniteUs

Design: Product Handoff - #519, #635, #731 Section 2 | Coordinator: Note Features

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#736 20 comments 0 reactions 1 assignee Claimed by @nihandurmaz View on GitHub
Complexity: Medium dependency p-Feature: Dashboard Coordinator p-feature: Notes Ready for: Design - Coordinator Role: Design size: 2pt
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Python
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Description

- Parent Issue #784

### Overview
This is the design issue for the following stories #519 (Coordinator Internal Note), #635 (Communication Notes to Applicants), #731 (Scheduling feature) these relate to Section 2 | Coordinator: Case Note Feature. Coordinators can write, save, and retrieve notes for each Guest or Host application, maintaining a history of interactions and decisions.

On the dashboard table, a note icon opens a quick-view panel, while the "Coordinator Internal Note" (notes on the case) section in an application allows Coordinators to add, view, and filter notes by tags. Notes are timestamped and linked to the Coordinator who wrote them, ensuring smooth handoffs and preventing important details from slipping through the cracks.

### Action Items
- [x] Review Existing [Design](https://www.figma.com/design/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?node-id=15207-18315&t=PtTctlrVruzua57D-4) and existing functionality in https://dev.homeunite.us/coordinator

**Wireframe**
- [x] Create Wireframes ([Figma link to wireframes](https://www.figma.com/design/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Aug-2024?node-id=16219-38850&t=43QWw447ioheUTcw-4))
- [x] Questions for Product: ([link to comment](https://github.com/hackforla/HomeUniteUs/issues/736#issuecomment-2330435532))
- [x] Update Wireframes based on feedback and answers to questions
- [x] Review Updates with Product
- [x] Additional Feedback from Product ([link to comment](https://github.com/hackforla/HomeUniteUs/issues/736#issuecomment-2347832651))
- [ ] Update Wireframes
- [ ] Review Updates with Product

**Design**
- [ ] Convert wireframes into full designs
- [ ] Add screenshots to comments
- [ ] Review with product
- [ ] Review with Engineering for questions
- [ ] When designs are edited and ready for engineering, update issue https://github.com/hackforla/HomeUniteUs/issues/677 with link to figma and screenshots

### Resources/Instructions
- Product Requirements/User Story: https://github.com/hackforla/HomeUniteUs/issues/519
- [Figma design](https://www.figma.com/file/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?type=design&node-id=12018-4783&mode=design&t=GSKQXvW2wV1WXfeu-0#756597241)

Contributor guide

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