hackforla / hackforla/HomeUniteUs

Product: Guest/Host Intake Form - Question Types & Functionality Documentation

Open
#908 0 comments 0 reactions 1 assignee Claimed by @lola3736 View on GitHub
Complexity: Medium draft Feature: Administrative Role: PM size: 3pt
Dominant language
Python
Stars
45
Forks
22
Avg merge
15d 1h
Merged PRs (30d)
1

Description

## 🧩 Overview
- Product team needs to document the complete universe of possible question types and functionalities for the Guest/Host intake form to ensure comprehensive feature planning and prevent scope gaps during design and development phases.
- We need to systematically catalog all potential question formats, validation rules, conditional logic, and user interaction patterns so that design and engineering teams have complete requirements for building a flexible, scalable intake system.
---

## 🎯 Objective
- Create a comprehensive reference document that defines all possible question types, input methods, validation requirements, and interactive functionalities needed for Guest/Host intake forms.
- This documentation will serve as the definitive requirements source for design handoff and technical implementation, ensuring no functionality is overlooked and enabling accurate scope estimation.

---

## 🔍 Background / Context
- User Story: [Link to Guest/Host Intake Form user story]
- Previous research on user onboarding pain points: [link if available]
- Current intake process analysis: [link if available]
- Stakeholder requirements gathering sessions: [link to notes]

---

## 📝 Scope of Work
- [ ] Analyze existing intake forms and identify current question types
- [ ] Research industry best practices for profile intake forms
- [ ] Document all possible question formats (text, dropdown, multi-select, file upload, etc.)
- [ ] Define validation rules and error handling requirements
- [ ] Map conditional logic and question dependencies
- [ ] Identify accessibility and internationalization requirements
- [ ] Review legal/compliance considerations for data collection
- [ ] Synthesize findings into comprehensive requirements document
- [ ] Present findings to design and engineering stakeholders
- [ ] Incorporate feedback and finalize documentation

Clearly list what is expected for this task to be complete, such as:

- [ ] Conduct external research / internal analysis
- [ ] Synthesize findings into a presentation or doc
- [ ] Share with stakeholders
- [ ] Include recommendations or next steps

---

## 📎 Deliverables
- Comprehensive Requirements Document (Notion/Confluence page) including:
- [ ] Complete question type taxonomy
- [ ] Input field specifications and validation rules
- [ ] Conditional logic mapping
- [ ] Accessibility requirements
- [ ] Technical constraints and considerations
- [ ] Summary Presentation (5-slide deck) highlighting key findings and recommendations for stakeholder review

---

## 🧭 Success Criteria
- [ ] All possible question types and input methods documented
- [ ] Validation rules and error states clearly defined
- [ ] Conditional logic and dependencies mapped comprehensively
- [ ] Accessibility and compliance requirements identified
- [ ] Design and engineering teams confirm documentation completeness
- [ ] Stakeholders approve scope and approach for implementation
- [ ] Documentation serves as effective reference for PM → Design handoff
- How will we know this task was completed effectively? Such as:
- [ ] All required sources were reviewed
- [ ] Insights were actionable and relevant
- [ ] Stakeholders reviewed and approved the findings

---

## 🛑 Risks / Dependencies
- May require coordination with Legal team for data privacy and collection requirements
- Dependent on Design team input for UX pattern preferences and constraints
- Technical feasibility review needed from Engineering for complex question types
- Timeline may be affected by stakeholder availability for requirements validation
- May require coordination with Design or Research
- External access to data might be delayed

---
## Action Items
- [ ] Assignee: Assign yourself to this issue.
- [ ] Assignee: Move the issue from Prioritized Backlog to In Progress.
- [ ] Product Manager (Assignee): Conduct the necessary research (if applicable), clarify any questions
- [ ] Product Manager (Assignee): Work with PM team/lead to clarify any questions about the Task/Initiative
- [ ] Product Manager (Assignee): Work with Product Team Lead to assign the appropriate size & complexity
- [ ] Product Manager (Assignee) and Lead: determine if work should be split into multiple issues, if so, create issue(s) and link them in this issue (if applicable) or create as standalone.
- Draft and Review:
- [ ] Product Manager (Assignee): Change Issue Status to "In Progress"
- [ ] Product Manager (Assignee): Draft the issue. Once complete provide for review
- [ ] Product Manager (Assignee): Change Issue Status to "For Review/Feedback Needed"
- [ ] Product Manager (Assignee): Add Label "Ready for: Design Peer Review"
- [ ] Product 1st Level/Peer Review: Review to ensure the issue captures the objective/goal outlined above provides adequate information to Design and Dev, if applicable. Provide comment(s) in the comment section of the issue and tag assignee.
- [ ] Product 1st Level/Peer Reviewer: Change Issue Status to "Questions/Clarification" and add label "Ready for Product.....Persona"
- [ ] Product Manager (Assignee): Change Issue Status to "In Progress"
- [ ] Product Manager (Assignee): Review issue comment(s) and resolve accordingly
- [ ] Repeat above steps until all comments are resolved
- [ ] Product 1st Level/Peer Reviewer: Change Issue Status to "For Review/Feedback Needed" and add label "Ready for: Product Lead"
- [ ] 2nd final/Product Lead: Review and provide feedback (if any) in comment section below, add label "Ready for Product...Persona"
- [ ] Repeat above steps until all comments are resolved

---

## 🔗 Related Tickets / Resources
- Epic: [link]
- Design: [link]
- Engineering: [link]

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.