Comments (5)
Let's prioritize this for next week and work through it with a DCAF volunteer.
from dcaf_case_management.
@mebates Hey Mollie these wires are super super rough but give you a sense of the flow we worked out. I'll post a new ai file to the design folder. Happy to touch base on any of this.
User starts by hitting the "create pledge" button. That pops up a modal that prompts them to review the key information that will get populated in the word doc pledge form (I have a sample of what this looks like).
Once the user is happy with the data that will go into the pledge form they click continue and see this page which shows a preview of the populated form. If they are happy they can click the "Create Now" button or "Go Back" which takes them back to the Confirm data page in the modal. THey can also click the x to quit at any point.
The "Create Now" button prompts the download of the word doc and users see this final set of instructions which tells them to go to the online fax site to submit the pledge and lets them indicate whether they actually submit. Note: We'll need to adjust status here from "pledge sent" to two statuses - pledge created and pledge sent" The modal remains onscreen until the user actively quits it.
from dcaf_case_management.
Great!
- On the 'confirm' modal, will the user be able to edit those fields or will they have to cancel to go back and edit?
- Will the word document autopopulate with the right information (that would be sweet!)
- Veer towards left aligning text instead of center aligning
- With the 'go back' button, does it go to the previous modal screen? Is it weird to navigate forwards and backwards in modals? I wonder if these should be their own screens. But the modals might work ...
Thanks for getting this moving! BIG STRIDES!
from dcaf_case_management.
Latest designs: https://github.com/colinxfleming/dcaf_case_management/blob/master/_design/DCAF_SubmitPledge.pdf
from dcaf_case_management.
I think we can safely call this resolved -- we've got these represented in https://github.com/colinxfleming/dcaf_case_management/blob/master/_design/DCAFwireframe052416.pdf . Closing it out.
Fabulous work @adinneen and @mebates !
from dcaf_case_management.
Related Issues (20)
- 'Duplicate patient' line error message displaying improperly HOT 1
- Handling ultrasound payments
- Optionally restrict county field to a dropdown HOT 1
- Extract pledge generation HOT 1
- staging deploy failing HOT 2
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- Email and texting? HOT 1
- Accommodate funds/users in different time zones than eastern time HOT 7
- Create a configurable, automatic data deletion cleanup process HOT 3
- Add a nightly cleanup task for incomplete multifactor registrations HOT 1
- ActiveRecord::RecordInvalid: Validation failed: Procedure cost must be greater than or equal to 0 HOT 3
- MFA Admin Documentation
- Update User MFA Messaging
- ActionView::MissingTemplate: Missing template auth_factor_steps/registration, application/registration with {:locale=>[:en], :... HOT 1
- Add a Practical Support Mode config HOT 3
- Resolve out of date libraries causing build failures HOT 1
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- Practical support: add support_date field
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