Questions for Gina team 8.26.19

Questions for Gina - 8/26/19

1. General

• Does she like the design, colors, font, etc?
• Hosting = do we need a way to cancel accounts on server? (e.g. if someone gets fired or leaves the team…)

2. Sign-in Page

• Add forget pw / acct sign up = will need approval (double check with Gina if time?)
• What is the “forgot password” flow/how will that work? (what is the mechanism, what is the email server, etc.)

3. Navigation

• Access profile = possibility to click bar, or ‘view’ button appears when you hover above bar. Does that work?
• What is the best way to do default sorting? (we settled on rush first, then most recent ‘date created’)
• To sort the records, feature could allow user to click through the category you want first (e.g. rush then date…) - would that work?
• Is it necessary to add a ‘delete’ feature on the record in the index page (it would open a dropdown menu asking if user wants to retire or delete record, and a confirmation box would pop up)

4. Intake Form

• Intake form + obligations workflow - does it make sense to couple them or should they exist separately?
• Intake form workflow = what happens after you’ve saved the initial information on the intake, that does not go on to profile page? (ie reporting info)
• Disable obligations until personal information tab is complete = does that work with the flow?
• At the bottom of the intake form, which button should be the “main” button? -- continue to obligations or save and exit.
• How often do you need to edit the intake form information (including demographic for reporting)?
• What is the best name for “Intake Form” -- New Intake? Create New Participant?
• Agreement Questions (at bottom of Intake Form)
  • Does it have the right categories / warnings?
  • Do we need textbox for participant to type in full name for legal agreement section or is it ok without name?

5. Profile page

• General

  • What’s the best text when there is no information from the intake form? (e.g. ‘No information provided’, “no info”, n/a?
  • How common is secondary contact info? (should it also be displayed within the participant’s info summary)
  • Edit function is done on the page, with one ‘edit’ button per element on the profile page (personal info, notes, citations) rather than editing the entire page every time => Does this work?
  • “Clinic Attended” should say “Clinic/Referral” = point out if not updated...

• Notes/Comments Simple text edit within the box, no overall ‘delete’ function, although user can just delete text within the box and leave it blank. -> Do you anticipate needing a more secure way to edit + save that others can’t edit / delete?

• Status

  • Status will default to “new case” when the intake form is completed (straight through from completing obligations)
  • Is the case status list right? => next step will be to add individual assignees...
  • Status change can be done by just clicking one status in the dropdown menu. Does it need an extra step for status change? This would include having a ‘Save’ + ‘Cancel’ button rather than just the dropdown.

• Citations

  • Does the ‘New Citation’ button location (at bottom of the section) make sense? => New citation appears just above the button.
  • When entering a citation number, would it be useful to check for uniqueness within the database, to make sure it is valid?
  • What does the ‘warrant’ citation status does = should it block anything in particular in the profile?