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Donation info view #1

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WheresHJ opened this issue Mar 31, 2020 · 0 comments
Open

Donation info view #1

WheresHJ opened this issue Mar 31, 2020 · 0 comments
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@WheresHJ
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WheresHJ commented Mar 31, 2020

User Story

  • As a city employee, I want to see the details of a donation, so that I can evaluate its urgency and utility.
  • As a city employee, I want to see the contact info of a donor, so that I can contact them to verify any details of their donation and communication throughout the donation process.
  • As a city employee, I want to see potential matches of this donation to inbound requests, so that I can match it to the appropriate request.
  • As a city employee, I want to assign this donation to myself or another city employee, so that we can manage the case in an effective and timely manner.

Description

This screen shows the details of an individual donation. Donations are taken in by either a user-facing form, or recorded in the same form or directly in the gSheet by a city employee (for example, if a city employee hears from a donor by phone and records the details manually). Each donation has the following user-facing characteristics, laid out in this gSheet:

Donation details

  • Date received: The date the donation offer was made
  • Status: The state of a given donation, ie Inbound, Verified, Delivered, etc. Described in this gSheet
  • Urgency: The urgency level of the donation, in terms of how fast it needs to be acquired by a recipient. This mostly relates to if the donation is perishable food or not.
  • Donor name: The name of the donor organization, or the Contact name if there is no organization listed
  • Donation category: The primary category of donation item. Described in this gSheet
  • Donation sub-category: The secondary category of donation item. Each sub-category is subordinate to the category. Described in this gSheet
  • Donation location: If the donation can be delivered, or must be picked up / consumed on-site.
  • Donation details: Written free-text details of the donation as entered by the donor
  • Recipient: Which recipient this donation was delivered to. Recipients can be found here
  • Date deployed: The date on which the donation was delivered to / picked up by the recipient.
  • Recurrence frequency: If the donation is a recurring donation, the interval between donations.

Contact information

This information is how the city employee can connect with the donor for verification and other discussion of the donation details.

  • Contact name
  • Organization name
  • Donor type (i.e. restaurant, business, corporation, etc)
  • Email
  • Phone
  • Address 1
  • Address 2
  • City / State / ZIP

Match information

This is information on any eligible recipient matches for this donation recorded in the system

  • Matching would occur on the sub-category level first, and then the category level
  • Any active (not withdrawn, won't do, or completed) request would be listed, in order of urgency and then by date received as a default view
  • A city employee can take an action to match a given donation to a recipient. This would also change the status field to Verifying: 1st attempt, and force the donation to be assigned to a city employee (to be selected)

Assignment information

  • All donations can be assigned to a City Employee to work the case. City employees can be found on the users sheet here
  • Donations can also have notes listed by the city employee, recorded in the Notes field on the Donations sheet.

Done when:

  • A city employee can view the details, contact information, and potential matches of a given donation
  • A city employee can easily contact the donor
  • A city employee can match a donation to a recipient
  • A city employee can assign a donation to themself or another city employee
@WheresHJ WheresHJ changed the title Donations Donation info screen Mar 31, 2020
@WheresHJ WheresHJ changed the title Donation info screen Donation info view Apr 1, 2020
@WheresHJ WheresHJ added the epic label Apr 3, 2020
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