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Sprint & Release Planning
Lisa edited this page Apr 17, 2017
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Release 3 Possible Features (not prioritized yet)
- Usability testing / user feedback on new features - accounting and reporting
- Accounting V2 - sortable, batch editable table
- Enhanced security - scrambling PII for completed cases. See Anonymization notes
- Share our work with other funds, see Future Dreams
- User guide/pricelist/resources within the app - w/CMS? or Jekyll?
- Year end reporting (FY ends June 30), see Reporting Notes
- Pledge Autofill (pdf to fax to clinic)
- Comprehensive activity log/all calls view
Release 2 target launch date: December 1, 2016
- As a CM, I need to know my weekly budget and how much remains for pledges (soft and hard) in a given period. (budget bar, #692 under development)
- As a CM, I need help determining how much money I should pledge to a patient based on how many weeks the pregnancy has gestated so that I can properly manage my weekly budget. (Update 10/20: deprioritized by Lisa and Megan, bc the CMs get this thru training. Can be added to some future info repository thing)
- As a Case Manager Director or board member, I want to know how much money is left in the weekly budget across all three lines so that I can adjust the weekly budget as needed. (would be accomplished by #634, once budget bars are built in #692) Audit and Accounting
- As a DCAF accountant, I need to mark cases as unfulfilled so that ... need to work with Colin on this one. (is this just a reporting function? see all sent pledges not fulfilled)
- As a DCAF accountant, I need to know our outstanding liabilities at any given point so that I can manage DCAF's budget appropriately.
- As a Case Manager Director, I need to see all outstanding cases across all three lines so that I can know how busy the week is. (#634)
- As a Case Manager Director, I want data on call volume so that I can adjust staffing. (#634 and notes)
- Ruby security
- Encryption
- Integrate app into DCAF's site architecture
- QA
- SSL
- Final security and production checks
- Usability testing!!
- Hot fixes during testing, UX improvements after
- UX and dev improvements informed by usability testing
- Possible second round of usability testing
https://github.com/colinxfleming/dcaf_case_management/milestone/10
- Abortion funding math (#632)
- As a CM, I need to know when there are missing required fields before I submit a pledge (or close out a case?) so that I can be sure that DCAF has all necessary data. (Issue #203, in development)
- As a CM, I need to know if I am working with a referral org for this client including how much that organization is providing so that I can pledge an appropriate amount. (#632, in progress)
- As a CM, I need to be able to choose the call line I'm working on tonight so that I input patient's data into the correct line. (Issue #589, in development)
- As a case manager, I need to be able to mark a case as patient dropoff so that I can eliminate them from my call list < Done. "Resolved without assistance from DCAF" checkbox on Abortion Information page.
- As a case manager, I want to be able to smoothly transition on and off my shift with all the information I need, so that I can work quickly and not let any patients fall through the cracks. (Issue #454) (Update on 10/20 - deprioritized by Lisa and Meghan)
- As a non-Case Manager, I need to be able to do different things in the CM App so that I can do my job. (Need roles beyond case manager: Case Manager Director, Board Member, Accountant, Admin) @colin - have we built this?
- As the DCAF accountant, I need to mark cases as paid so that I can reconcile fulfilled pledges from clinics with IOUs written by case managers. (#643, #731)