Features and user stories
Create a listing/Organization
Description: As an organization, I want to be able to create a listing so I can have a page.
Action: Clicking on Create a listing takes me to a form to fill. The form contains the following fields:
Organization name
Organization address
Organization website
Claimer name
Claimer email address
Relationship to organization
Proof of relationship
Claim a listing/Organization
Description: As an organization, I want to be able to claim an existing listing (organization) so I can be able to update it and run it.
Action: Clicking on Claim listing takes the user to a search page where he can search the name of an organization. This applies where the user was not on the organization listing.
The user is shown a list of organizations that match his search criteria. He can select all that apply and move to the next step. In the first step, he provides proof that he works in that organization:
Claimer name
Email address
Relationship to organization
Proof or relationship
Organization address (check to see that it matches what is already in the database)
Organization website (check to see that it matches what is already in the database)
Add team members and specify permissions
Description: As an organization owner, I want to be able to add team members so that other team members can manage my account.
Action: The organization owner has to be logged into his account. Clicking on Manage Team in the menu takes him to Team page.
Clicking on Add Team Member creates a pop up. The organization owner enters the following:
Team member’s name
Email address
Permission level
Clicking on Send Invite sends an email invitation to the invited team member
Clicking on Join your Team in the invitation email takes him to the SSN for Organizations site where he needs to create a password and log in to the platform.
Log in
Description: As a member of an organization on SSN, I want to be able to log into my page so I can manage my organization.
Action: On the Organizations domain, clicking on Sign in takes the user to a sign in page. The user enters his email address and password and is taken to the organization page,
Users can reset password.
User will be sent an email if there are any suspicious attempts to get into his account
User can request to be remembered on that system
Create eligibility criteria
Description: As an organization, I want to be able to create eligibility criteria to screen referrals
Action: User must be an Owner or have Admin permissions.
User must be logged in to his account
User should be in the Eligibility tab
Clicking on Add Eligibility Criteria takes the user to a form where he can enter all the criteria
The user must link the eligibility criteria to a Program
The user can save the entered criteria
User can turn on auto screen
User can create multiple criteria
Create programs
Description: As an organization, I want to be able to create multiple programs based on the services I offer
Action: User must be an Owner or have Admin permissions.
User must be logged in to his account
User should be in the Programs tab
Clicking on Add Program takes the user to a form where he can enter all the information about the program (Name, description, capacity, services, etc)
User can add eligibility criteria which will show up in the Eligibility tab
User can save the program
Programs are editable after being created
Users can activate or pause a program
Receive referrals from custom forms
Description: As an organization, I want to be able to receive referrals from custom forms that I created and deployed
Action: User must be logged in
User must be in the Referrals tab
User clicks on Create Referral form button
User adds form elements
User can save the form
User can add the form to its SSN listing
User can embed the form on its website or anywhere else
User can share a link to the form
Receive referrals from SSN search
Description: As an organization, I want to be able to receive referrals from searches on SSN.
Action: All such referrals will show up in Referrals tab.
A person searching for social services on SSN can apply directly to the organization if the organization has an account with SSN
Clicking on Apply will take the searcher to a form to enter his details. If the organization has a custom referral form, that is the form that will pop up
If the organization has eligibility criteria and auto-screen turned on, the searcher will immediately be told if he qualifies for that program
A searcher can bypass filing a form if he has an SSN account and is logged in and has provided personal details that are relevant for ascertaining eligibility
Receive updates
Description: As an organization, I want to be able to receive updates from external stakeholders so that they can be added to case management
Action: The organization creates a custom update form which it can share and embed as with the referral form.
The form must contain a field for case ID
When someone fills the form, the updates will show in the case management tab in the case feed
User will get a notification that an update has been gotten for a particular case
Scheduling
Description: As a user, I want to be able to manage my schedule so I can manage all case-related appointments in one place
Action: Scheduling tool should integrate with other calendar and video conferencing tools
User should be able to set availability
People in need should be able to book appointments on user calendars
Users should be able to schedule appointments with cases being managed from the case profile
Scheduling tools should send reminders with custom notes and appointment details via email, phone, or text.
Send case status updates to people
Description: As a user, I want my cases to receive updates when I make status changes so they can feel informed and less anxious
Action: People in need receive updates by phone, text, and email when the status of their case changes
Search widget
Description: As an organization, I want people to be able to search for social service resources on my website or any other place of my choice
Action: Search widget should be embeddable anywhere.
Organizations can request for search widget from their settings
Once the request has been made and approved, the code to embed the widget will always be available within the user’s account
Impact tracking
Description: As an organization, I want to be able to see reports on my programs and cases, so I can know how successful I have been
Action: User can create and customize a personalized dashboard with success metrics
User can automatically share impact information with initiatives it belongs to
User can generate case management and program reports
User can export reports in CSV format
Users can share a view-only link to its impact dashboard
Case management
Description: As an organization, I want to be able to manage cases of people in need until service to them is completed
Action: User needs to be logged in to manage cases
Accepted referrals show up in case management
Clicking on each case, one can see a timeline of activities that have happened on each case including date and initiator
Updates from update forms regarding a particular case show up in case management
Schedule appointments with cases from within case management
Changing a status in case management sends updates to the person in need
Updates made in case management show up in connected initiatives
User can add notes to the case
User can update the status of the case
Organizations can create custom status fields that apply to how it manages cases
Organizations can create custom case ids for each case that people within and outside the organization can use to refer to the case
Organizations can choose to have SSN generate custom IDs every time a case is created
Organizations can manually add new active cases
Organizations can manually upload completed cases effectively creating a case database
Manage user profile
Description: As a user, I want to be able to manage my profile so I can customize it to my taste.
Action: User can change email.
User can add avatar
Change password
Profile shows user name, permissions, etc
Manage subscription
Description: As an organization owner, I want to be able to manage my subscription to SSN
Action: Owner can switch from the Free tier to the premium tier
Owner can add billing details
Owner can cancel subscription
Account settings
Description: As a user I want to be able to manage my account settings so I can feel more in control of my account
Action: Users have the following options:
Profile
Password
Notifications
Subscription (owner)
Search widget (??)
Team (owner)
Logout
Initiatives
Create Initiative Request
Description: As an organization, I want to be able to send a request to own an initiative.
Action: The user must be an organization admin or have the permission to do this.
The user must be logged in
Users should be in the Initiatives tab
The user clicks on the request initiative button.
The user fills out the form
We follow up with the user on setting up their initiative.
Send Invite
Description: As an organization, I want to be able to send an invitation to organizations to join my initiative.
Action: The user must be an organization admin or have permission to do this.
The user must be logged in
Users should be in the Initiatives tab
The user opens the initiative details.
User clicks on the send invite button and sends an invite to the organization they want.
Receive Invite
Description: As an organization, I want to be able to receive an invitation to join an initiative.
Action: The user must be an organization admin or have permission to do this.
The user must be logged in
Users should be in the Initiatives tab
The user opens the pending invitation tab.
Users can accept or reject invites.
Opt-in to initiative
Description: As an organization, I can opt-in to an existing initiative on SSN so that I can sync with that initiative.
Action: Users must be an owner or have admin permissions to do this.
Users must be logged in to their account
Users should be in the Initiatives tab
Clicking on Opt-in to an Initiative lets the user search for an initiative
If the initiative does not exist, it shows the user “no results found” and asks the user to invite the initiative to SSN by providing an email address, name of the organization, and name of the initiative (pre-filled from search)
The initiative is sent an upsell email.
If the initiative exists, the user is shown a landing page for that initiative and asked to confirm that he is opting-in
When a user opts-in, a notification is sent to the initiative admin to confirm that the organization is a member of the initiative
Once this is approved, the organization gets a notification, and the initiative shows in the Initiatives tab.
Receive referrals from initiatives
Description: As an organization, I want to be able to receive referrals from initiatives I have opted into on SSN
Action: Organizations must have previously opted into the initiative.
The user must be logged in to see referrals
A new referral shows up as a notification and in the Referrals tab
Clicking on a referral provides information about that referral
Accepting a referral moves it from the Referrals tab and into Case Management
Any action taken on this referral shows up in the initiative’s account with SSN
Figma Design
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