Volunteer dashboard redesign

[compwron]

Please reference the mockup here when reviewing Improvements and additions to the UI below.

Filter issues by the labels "Design" and "Volunteer" to see all work relating to this epic.

Context
Now that the volunteer dashboard serves its core functionality in the MVP build, we are ready to move into phase two and improve design and user experience.

How to access
Log in to QA as a volunteer using the following credentials:
Email: volunteer1@example.com
password: 123456

Improvements and additions to the UI

• new header for case contacts #696 new table header with CINA details (Replaces Edit CASA Case page)
• Tabs separate cases for volunteers #735 tabs separate case contacts for volunteers assigned to more than one case

Court date

• Add court date to banner (or somewhere better)
• add court report due date (20 business days before court date)
• visual indicator that shows court date is approaching (optional)
• visual indicator that court date has passed
• volunteer can download court report template
• ^^ doing so triggers notification to supervisor
• once volunteer has submitted court report to supervisor (off platform), supervisor manually adds completion badge to volunteer's court date
• ^^ this triggers completion badge on volunteer dashboard next to court date (or something better than that)

Dashboard case contact view

• display contact_type categories, with the ability for user to click and display each selected in that category.
• display case_contacts associated with different cases in individual tabs (see mock up below)
• by default, display the last 30 case_contacts when user signs in (can filter by date to show wider range of case_contacts)

Per Case Contact

• max 4 lines of notes should display (less on mobile) - "Read more" to expand and show remaining lines.

Follow Ups

• Volunteer/Supervisor/Admin can flag a case contact for follow up
• After volunteer adds first followup to case contact, icon (or something better) changes to reflect that.
• Follow up case contacts should relate to case contact where follow up originated.
• Supervisor should be able to mark a follow up as complete. Something should change visually when this happens.
• Followup count in CINA banner should update to reflect incomplete followups (any stage other than complete)
• Follow up count should not display when 0
• Create follow_up table for all the stuff that will be associated with followups
• Followups can not be edited or deleted by volunteers.
• Followups can only be edited or deleted by supervisors and admins.
• Add instructional text above open field reading: To honor confidentiality, remember to refer to individuals as roles instead of names.
• When do you need to do this by? with date field >>> This should inform notification hierarchy for supervisors

Contact Types

• Ann Marie will email complete list of contact types
• Add contact_type categories to db
• Add contact_type categories to reports
• Look into options for long list of contact_types on mobile

Miles driven / reimbursements

• add question: Did you drive? (Yes/No)
• Yes triggers next two questions to display: miles driven and reimbursements
• Update question to: How many miles did you drive?
• Do you need a reimbursement? Should default to "no"

Contact Made

• Change question to: Was contact made?
• Change "What happened?" to "Notes"

Filter

• Volunteers should be able to filter by:
  - date ranges
  - contact type
  - contact made (yes/no)
  - contact medium
  - open/pending/closed followup
  - driving yes/no
  - reimbursement yes/no
• Volunteers can sort by ascending and descending dates ^^ + all those above.

[Zrrrpy]

We discussed:

• last case contact made
• case contacts made in the past 30 days
• member of CASA case's team who hasn't been contacted for longest duration of time

[Zrrrpy]

snapshot should only pull from case_contacts created by the volunteer (not the supervisor)

[Zrrrpy]

high character restriction (if any) on notes – maybe a "read more" option for longer notes displaying in the main dashboard.

[Zrrrpy]

Ann Marie would prefer for lists to be longer and more specific vs other.

Placement:
Foster Parent
Independent Living Placement
Relative Placement

[Zrrrpy]

Ensure entire text next to check box is clickable under Who did you contact?

[Zrrrpy]

add white div above CINA info banner

[Zrrrpy]

explore how to mark a CASA case as transition aged youth (maybe click the caterpillar and it turns into butterfly?)

Other notes from chat:
We could add “days/weeks/etc ago” to the date on case contacts if we want it

From Linda to Everyone: (11:56 AM)


If it fits … and also could make “duration” be one clock icon per hour spent if we want more visual representation but that might be too confusing
Follow-ups seem cool :)

From Polly (she/her) to Everyone: (11:57 AM)


I think that’s a great idea, while you and zoe stepped out we talked about having a button that toggles the “before the last court report” contacts on and off
and also filters so we could look for certain types of contacts when looking at history