Section 2 - Host Intake Profile - DASHBOARD

[pardhama]

Dependencies

• finish Section 2 - Host Registration Form (fka Application Form) #509
• create design issue Design Epic for Dashboard #841 | Host Epic | Section 2 #842
• create engineering issue

Updated story at the bottom: #508 (comment)

The Problem:

Currently, Hosts can not see the overview and the steps collated at one place where they can be prepared for the next steps.
Currently, the Host does not have a way to view all the steps (task groups), action items required to complete the application (intake profile) and track their onboarding process in one centralized location.

User Story:

• As a Host, I should be able to see a dashboard/overview of steps(with description/links) that would be required to get matched, along with my progress.~
• As a Host, I should be able to view a clear and comprehensive overview of the matching process including the task groups (high level categorization of related task), tasks (specific actions I need to take to complete the application) and track my progress.
• As a coordinator, I should be able to use information from host intake profile to accept or deny host

High-Level Approach:

Dashboard page that shows high-level steps, progress, and status of steps needed for Hosts to complete the matching process
The dashboard page displays task groups, tasks, progress, and status of tasks that the host needs to complete to enter the matching process.

Solution Alignment

Considerations

Anticipate that users will be using desktop, tablet, mobile devices --> use responsive design
In the future, the plan is for the Host onboarding experience for multiple organizations (SPY and beyond), where different organizations might want to modify the steps needed for a Hosts.

Goals & Success
Success is if host can successfully determine all the steps involved in the HUU process on the dashboard, see my progress and easily click into sections that are unlocked.

Metrics

Key Features:

• Task groups that contain tasks with logical groupings
• Ability to expand task groups to see all tasks in the task group, read their descriptions and status.
• All tasks up until the matching process should be included
• Progress bar that shows percentage of all tasks completed
• Progress in terms of x of y tasks completed
• Status of each task (Complete, In progress, Locked or More information is needed)
• Ability to click into a task to navigate to any additional pages needed to complete that task
• Information that determines if host meets minimum expectations

Acceptance Criteria:

• Host can see all the task groups required for the HUU onboarding/matching process in one glance
• Host can expand a task group to see the tasks, status as well as description of the tasks in that group
• Host can see the expanded task group that is currently in progress when they navigate to the dashboard
• Host can see the status of the tasks (such as complete, in progress, locked or more information is needed)
• Host can click into any additional page(s) needed to complete a task, or see any additional pages of completed task(s).
• Host cab view their progress and where they are currently in the whole process
• Host should be able to see updated progress and task status updates, if any, the next time they navigate to the dashboard
• Intake profile information should determine if host meets minimum expectations to volunteer as hosts

##Current Intake Profile addresses the following minimum expectations for volunteer hosts:
##Application form asks for following data:
Product Requirement updated in #843

Designs:

• Review existing designs on Figma
• Edit existing designs as needed
• Designs are edited and ready for engineering. Link to the Figma: (share Figma link here when ready)

Key Decisions:

The host is first taken to the main page with an overview of all the steps needed to complete the matching process instead of straight to their application.

Team Reviews:

• Product -
• Design - Almost done
• Engineering - Help Needed