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Persona Case Manager #792

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jasika-ai opened this issue Sep 11, 2024 · 1 comment
Open

Persona Case Manager #792

jasika-ai opened this issue Sep 11, 2024 · 1 comment
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Complexity: Small Issue has detailed instructions to resolve and the task is simple. dependency Issues that are being blocked by another issue or other thing that needs to be completed first p-Feature: Profile Case Manager points: 2 Can be done in 7-12 hours requirements Role: PM Section: 1 Related to Major Flows Section 1: Account Creation Section: 2 Guest This includes all the application and onboarding process for Guest User Stories
Milestone
10 - Post MVP [Cl...

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@jasika-ai
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Problem:

Currently the guest are being onboarded and managed by the coordinator but post MVP we need to revisit the handbook and hash out the details for the 'case manager'

User Story:

I want an automated system so that I can efficiently onboard a guest on the platform, track important case details, and reduce manual administrative tasks, allowing me to focus more on providing personalized support to the guest.

Acceptance Criteria:

  • I can view and update case details for all the Guests that I am currently managing
  • I receive automated reminders for upcoming tasks
  • I can create notes based off my discussions with the Guests
@jasika-ai
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The PM and Engineering teams have decided to defer this persona until post-MVP, as these responsibilities are currently being partially handled by the 'Coordinator.' Additionally, the Engineering team believes the potential system change involves role-based access settings, which can be adjusted or revisited after the MVP, as it's manageable within the current AWS configuration.

@jasika-ai jasika-ai added requirements Section: 1 Related to Major Flows Section 1: Account Creation Section: 2 Guest This includes all the application and onboarding process for Guest and removed Role: missing Feature: Missing milestone: missing points: missing Complexity: Missing labels Sep 11, 2024
@github-project-automation github-project-automation bot moved this to New Issue Approval in P: HUU: Project Board Sep 11, 2024
@jasika-ai jasika-ai moved this from New Issue Approval to Ice Box in P: HUU: Project Board Sep 16, 2024
@lola3736 lola3736 added Complexity: Small Issue has detailed instructions to resolve and the task is simple. points: 2 Can be done in 7-12 hours Role: PM User Stories dependency Issues that are being blocked by another issue or other thing that needs to be completed first Feature: Missing p-Feature: Profile Case Manager and removed Complexity: Missing points: missing Feature: Missing labels Sep 16, 2024
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Complexity: Small Issue has detailed instructions to resolve and the task is simple. dependency Issues that are being blocked by another issue or other thing that needs to be completed first p-Feature: Profile Case Manager points: 2 Can be done in 7-12 hours requirements Role: PM Section: 1 Related to Major Flows Section 1: Account Creation Section: 2 Guest This includes all the application and onboarding process for Guest User Stories
Projects
P: HUU: Project Board
Status: Ice Box
Milestone
10 - Post MVP [Closed - Future]
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@jasika-ai @lola3736