Section 2 | Coordinator: Dashboard Status Filters for Work Prioritization

[gabcdominic]

Overview

Coordinators handle ​multiple of applications​ at once, but there is no way to filter applications by key factors such as assignment, status, or stage. This leads to manual searching, inefficiencies, and increased risk of duplicate follow-ups. The dashboard currently does not allow multiple filters to be applied at the same time.

User Story

As a Coordinator,​ I want to filter applications by assignment, status, and stage,​ so that I can focus on the most urgent and relevant cases without manual searching.

High Level Approach

1. Add a Filter button that allows users to filter by: Assignment: "Assigned to Me," "Unassigned" Status: "Pending," "In Progress," "Completed" Stage: "Onboarding," "Matchmaking," "Account Creation"
2. Allow multiple filters to be applied at the same time.
3. Ensure real-time filtering without requiring a page refresh.

Acceptance Criteria

• Coordinators can click "Filter" to open a dropdown of filter options.
• Selecting a filter updates the dashboard view dynamically.
• Coordinators can apply multiple filters simultaneously.
• Filters remain applied until manually cleared or the user logs out.

If Approved

The following sub-issues (handoff issues) will be created to be shared with design and engineering:

1. Implement filters for "Assigned to Me," "Unassigned," "Pending," "In Progress," etc. 2pt (7-12 hours)
2. Enable multiple filters to be applied simultaneously 2pt (7-12 hours)
3. Ensure real-time filter updates without page refresh 1pt (4-6 hours)

Total 5 pts, 18-30 work hours expected

Resources/Instructions

Considerations
Ensure that filters work across pagination. Filters should persist until manually cleared. Consider a default filter such as "Assigned to Me" for better focus.

Design
Wireframes for filter dropdown and multi-select options. UX testing to ensure discoverability and ease of use.

Engineering
Backend logic to support dynamic filtering. Frontend implementation for real-time updates.

[lola3736]

@gabcdominic please select the "project" located on the right upper corner.