hackforla / hackforla/HomeUniteUs

Coordinator User Stories - Work In Progress

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#926 0 comments 0 reactions 1 assignee Claimed by @sanjumv View on GitHub
Complexity: Small Feature: Administrative Milestone Tracker Role: PM size: 1pt
Dominant language
Python
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45
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22
Avg merge
15d 1h
Merged PRs (30d)
1

Description

## User Stories
- [ ] Section 1 - [Account creation by coordinators](https://github.com/hackforla/HomeUniteUs/issues/404)
- [ ] Section 2 - [Admin Coordinators able to add other Coordinators](https://github.com/hackforla/HomeUniteUs/issues/930)
- [ ] Section 2 - [Admin Coordinators able to view profiles of Guests, Hosts, and Coordinators](https://github.com/hackforla/HomeUniteUs/issues/931)
- [ ] Section 2 - [Admin Coordinators able to remove Guests, Hosts, and Coordinators](https://github.com/hackforla/HomeUniteUs/issues/932)
- [ ] Admin Coordinators able to view match/non-match of guest & host
- [ ] Admin Coordinators, able to view coordinators assigned to matched guest & host
- [ ] Admin Coordinators, able to view coordinators unmatched with matched guest & host
- [ ] Admin Coordinators, able to view statistics overview (total guest, hosts, coordinators matched)
- [ ] Coordinators, using dashboard, able to receive new Guest/Host notification
- [ ] Section 2 - [Coordinators, using dashboard, able to table of all Guests/Hosts for tracking](https://github.com/hackforla/HomeUniteUs/issues/501)
- [ ] Section 2 - [Coordinators, using dashboard, able to track the scheduled dates and completion status of key Guests/Hosts events](https://github.com/hackforla/HomeUniteUs/issues/731) - In Progress
- [ ] Coordinators, using dashboard, able to filter applications of Guest/Host by assignment, stage, and status
- [ ] Coordinators, using dashboard, assign/reassign applications to another coordinator
- [ ] Coordinators, using dashboard, assign multiple applications of Guest/Host at once
- [ ] Section 2- [Coordinators, using dashboard, mark specific tasks of Guest/Host urgent ](https://github.com/hackforla/HomeUniteUs/issues/892)
- [ ] Section 2 - [Coordinators, using dashboard, mark specific tasks urgent for prioratized actions](https://github.com/hackforla/HomeUniteUs/issues/380) - In Progress
- [ ] Section 2 - Coordinators, using dashboard, view upcoming meetings
- [ ] Section 2 - Coordinators, using dashboard, assign/reassign any guest/host
**- [ ] Section 2 - [Coordinators, using dashboard, view the assign/reassign by the other coordinator]**(https://github.com/hackforla/HomeUniteUs/issues/518) - In Progress
- [ ] Section 2 - Coordinators, related to Guests, review their submitted intake profile.
- [ ] Section 2 - Coordinators, related to Guests, assist them in completing registration forms if needed.
- [ ] Section 2 - Coordinators, related to Guests, coordinate with the Case Worker for additional assistance.
- [ ] Section 2 - Coordinators, related to Guests, track their returning completed registration form.
- [ ] Section 2 - Coordinators, related to Guests, explain them on HUU program in a session.
- [ ] Section 2 - Coordinators, related to Guests, follow-up with them via email or phone when form completion is delayed.
- [ ] Section 2 - Coordinators, related to Guests, manage notes attached with Guest application.
- [ ] Section 2 - [Coordinators, related to Guests, approve/deny/request more info of Guest application.](https://github.com/hackforla/HomeUniteUs/issues/635) - In Progress
- [ ] Section 2 - Coordinators, related to Guests, collect their supporting documents.
- [ ] Section 2 - Coordinators, related to Guests, store supporting documents of Guests with appropriate labels in a centralized system.
- [ ] Section 2 - Coordinators, related to Guests, enter their details in HUU application.
- [ ] Section 2 - Coordinators, related to Guests, schedule and track interviews with them.
- [ ] Section 2 - Coordinators, related to Guests, schedule in-person interview.
- [ ] Section 2 - Coordinators, related to Guests, record interview notes from the Case Worker.
- [ ] Section 2 - Coordinators, related to Guests, schedule training sessions for approved Guests and Case Worker (Optional)
- [ ] Section 2 - Coordinators, related to Guests, track their training attendance and completion, for them to proceed to matching.
- [ ] Section 2 - Coordinators, related to Hosts, have a list of hosts interested in HUU program and begin their onboarding
- [ ] Section 2 - Coordinators, related to Hosts, recieve additional information on host to complete their verification and onboarding
**- [ ] Section 2 - [Coordinators, related to Hosts, send the invite to hosts to being their intake process]**(https://github.com/hackforla/HomeUniteUs/issues/405) - In Progress
- [ ] Section 2 - Coordinators, related to Hosts, review their submitted intake profile.
- [ ] Section 2 - Coordinators, related to Hosts, assist them in completing registration forms if needed.
- [ ] Section 2 - Coordinators, related to Hosts, coordinate with them for additional assistance.
- [ ] Section 2 - Coordinators, related to Hosts, explain them on HUU program in a session.
- [ ] Section 2 - Coordinators, related to Hosts, follow-up with them via email or phone when form completion is delayed.
- [ ] Section 2 - Coordinators, related to Hosts, manage notes attached with Guest application.
**- [ ] Section 2 - [Coordinators, related to Hosts, approve/deny/request more info of Host application.]**(https://github.com/hackforla/HomeUniteUs/issues/635)
- [ ] Section 2 - Coordinators, related to Hosts, collect their supporting documents.
- [ ] Section 2 - Coordinators, related to Hosts, store supporting documents with appropriate labels.
- [ ] Section 2 - Coordinators, related to Hosts, store supporting documents of Hosts with appropriate labels in a centralized system.
- [ ] Section 2 - Coordinators, related to Hosts, schedule and track interviews with them.
- [ ] Section 2 - Coordinators, related to Hosts, schedule and track interviews with them.
- [ ] Section 2 - Coordinators, related to Hosts, schedule in-person interview.
- [ ] Section 2 - Coordinators, related to Hosts, record their interview notes
- [ ] Section 2 - Coordinators, related to Hosts, schedule training sessions for approved Hosts
- [ ] Section 2 - Coordinators, related to Hosts, track their training attendance and completion, for them to proceed to matching.
- [ ] Section 3 - [Matchmaking/Relationship Creation Process]
- [ ] Section 3 - Coordinators, related to Guests, receive an automated notification when a Guest selects a potential Host.
- [ ] Section 3 - Coordinators, related to Hosts, receive an automated notification when a Host expresses interest from the Guest's invite.
- [ ] Section 3 - Coordinators, related to Guest and Hosts, schedule their first meeting to check their compatibility.
- [ ] Section 3 - Coordinators, related to Guest and Hosts, receive an automated notification when Guest and Hosts meeting is complete.
- [ ] Section 3 - Coordinators, related to Guest and Hosts, review their compatibility, document feedback from both parties, before confirming them as a potential match.
- [ ] Section 3 - Coordinators, related to Guest and Hosts, review their rejection on their matching invite (rejection by either Host or Guest making them uninviting them)
- [ ] Section 3 - Coordinators, related to Guest and Hosts, receive an automated notification when Guest and Hosts compatibility matches after their successful meeting.
- [ ] Section 3 - Coordinators, related to Guest and Hosts, schedule their second meeting to check their compatibility, if follow-up needed.
- [ ] Section 3 - Coordinators, related to Guest and Hosts, all match-related activities and notifications to be automatically logged, to track their relationship history for audit and reporting.
- [ ] Section 3 - Coordinators, related to Guest and Hosts, need a dashboard to automatically update their matching status and meeting outcomes.
- [ ] Section 3 - Coordinators need analytics dashboard to analyze conversion rates from “Potential Match” to “Final Placement".
- [ ] Section 3 - Coordinators, related to Guest and Hosts, request Admin approval when they (either Guest or Hosts) requests to reopen or override a declined match.

**- [ ] Section 4 - [Relationship Management and Monitoring Process]**

- [ ] Section 4 - Coordinators need analytics dashboard to have all active Host-Guest stays, monitor HUU program health and intervene early if needed.
- [ ] Section 4 - Coordinators need analytics dashboard to have log routine status updates for an active stay by Guest.
- [ ] Section 4 - Coordinators, related to Guest and Hosts, review their contract before they expire.
- [ ] Section 4 - Coordinators, related to Guest and Hosts, update their agreed contract.
- [ ] Section 4 - Coordinators, related to Guest and Hosts, retain a version history of contracts for their auditability.
- [ ] Section 4 - Coordinators, related to Guest, Hosts, Case Workers, capture issues reported by Hosts, Guests, or Case Workers for concerns are addressed promptly.
- [ ] Section 4 - Coordinators, manage and track active issues through resolution steps, where outcomes are clearly documented.
- [ ] Section 4 - Coordinators, escalate high-risk issues.
- [ ] Section 4 - Coordinators, initiate a respite arrangement, provide temporary relief without ending placement.
- [ ] Section 4 - Coordinators, track respite period, for controlled transitions.
- [ ] Section 4 - Coordinators, resume the stay after respite, for placement continuity.
- [ ] Section 4 - Coordinators, pause an active stay, so that unresolved issues between Guest and Host is resolved.
- [ ] Section 4 - Coordinators, monitor active stay, so that unresolved issues between Guest and Host is not indefinitely unresolved.
- [ ] Section 4 - Coordinators, resume or close a paused stay, so correct outcome is recorded.

**- [ ] Section 5 - [Closure and/or Termination Process]**

- [ ] Section 5 - Coordinators, identify stays approaching their (both Guest and Host) scheduled end date, for their smooth closure.
- [ ] Section 5 - Coordinators, formally initiate the end-of-stay process, where all required closure steps are followed.
- [ ] Section 5 - Coordinators, coordinate an end-of-stay meeting with Host, Guest, and Case Worker, so that expectations and next steps are aligned.
- [ ] Section 5 - Coordinators, collect feedback from Hosts, Guests, and Case Worker, so program outcomes and issues are documented.
- [ ] Section 5 - Coordinators, related to Guest, confirm on Guest’s transition plan, so that their housing continuity is supported post stay.
- [ ] Section 5 - Coordinators, related to Guest, close the stay as successfully completed.
- [ ] Section 5 - Coordinators, related to Guest or Host, record early termination is triggered, where reason and context are captured.
- [ ] Section 5 - Coordinators, related to Guest or Host, assess the risk level of an early termination, so that appropriate escalation is handled.
- [ ] Section 5 - Coordinators, related to Guest, Host and Case Workers, notify Case Workers and internal staff of early termination.
- [ ] Section 5 - Coordinators, related to Guest, coordinate with Guest an emergency or rapid exit when required, for Guest safety
- [ ] Section 5 - Coordinators, related to Guest, coordinate with Host an emergency or rapid exit when required, for Host safety
- [ ] Section 5 - Coordinators, related to Guest, conduct a termination review meeting to document their circumstances and lessons.
- [ ] Section 5 - Coordinators, related to Host, conduct a termination review meeting to document their circumstances and lessons.
- [ ] Section 5 - Coordinators, update contract and program records after termination to have their documentation accurate.
- [ ] Section 5 - Coordinators, close the stay as early terminated.
- [ ] Section 5 - Coordinators, want all stay closure actions logged for auditability.
- [ ] Section 5 - Coordinators generate an end-of-stay summary, so that outcomes can be reviewed and reported.

**- [ ] Section 6 - [Edge Cases]**
- [ ] Section 6 - Coordinators, have a clear and actionable error messages when my login fails.
- [ ] Section 6 - Coordinators, cannot remember the password, required to initiate a “Forgot Password” flow.
- [ ] Section 6 - Coordinators, receive a secure password reset sent to registered email when Forgot Password” flow is initiated.
- [ ] Section 6 - Coordinators set a new password successfully after clicking the reset link sent via registered email when Forgot Password” flow is initiated.
- [ ] Section 6 - Coordinators' password reset fails, so contact HUU team for resetting the password.
- [ ] Section 6 - Coordinators' login account protected from brute-force login attempts to have the system secure.
- [ ] Section 6 - Coordinators' login and password recovery events logged, so that security audits and compliance reviews.
- [ ] Section 6 - Coordinators' login and password recovery flows to be accessible, so that I can use the system regardless of disability or limitations.

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