Section 2 | Coordinator: Inline Dropdown to Assign & Reassign Coordinators Easily from Dashboard

[gabcdominic]

Overview

The Coordinator Dashboard is the central workspace for managing guest and host applications.
Coordinators currently cannot assign or reassign cases without navigating away from the dashboard.

User Story

As a Coordinator, I want to assign and reassign applications directly from the dashboard, so that each application has a clear owner and follow-ups are not lost.

High-Level Approach

1. Add an inline dropdown in the "Coordinator" column to allow direct assignment.
2. Ensure that assignments update in real-time without requiring a page reload.

Acceptance Criteria

• Clicking the "Coordinator" field opens a dropdown with available coordinators.
• Selecting a coordinator immediately updates the assignment.
• Assignments update without refreshing the page.

If Approved

The following sub-issues (handoff issues) will be created to be shared with design and engineering:
Enable Inline Assignment for Coordinators in Dashboard (1pt, 4-6 hours)

Resources/Instructions

Considerations
Ensure role-based permissions so that only authorized coordinators can assign cases.
See #891 under New Issue Approval for automatic assignment feature when coordinator sends a referral link or email.
See #892 for Bulk Assignment

Design
Wireframes for inline assignment dropdown in the Coordinator column.
Ensure that selection does not interfere with bulk assignment functionality.
Provide interaction states (default, hover, selected)
Approx 1 pt 4-6 hrs

Engineering
Modify Coordinator column to support inline dropdown selection
API endpoint for fetching available Coordinators.
Implement real-time updates for assignments without page reload
Backend updates to support real-time assignment updates.
Ensure role-based permissions for assigning cases
Approx 2 pts (8-12 hrs)