Edits to County Selection Process when Submitting a Request
CompletedFeature Request Summary:
Allow Agencies to choose the inactive county if the zipcode they are trying to use overlaps counties. If they choose the inactive county, create a pop up that would tell them they are not allowed to submit requests for tht county because it is inactive. Essentially, the message that is displayed would be the same as the message that normally appears when a caseworker enters a zip code for an inactive county.
Who:
Agencies: Agency Admins, Agency Reps, Agency Workers
What:
Allow Submitters to choose the inactive county if a request zipcode overlaps counties. Additionally, re-word the already existing message so that it is more descriptive.
Example of copy: "This zip code falls within a county that is not accepting requests from your agency at this time. Please reach out to your Agency Admin/Regional Manager if you have any questions."
Why:
There are situations where the vast majority of a zip code is in an inactive county, and only a small piece is in an active one. Because of this, caseworkers are able to submit requests that are actually in inactive counties (because the system automatically selects the county that the agency is active in). These requests are almost never met because there is little to no church network in the community that the request is actually for. The hope is that, if the caseworker is able to select the family's actual county in the dropdown (even though it is inactive and the agency isn't active there) and is told that they are unable to submit a request in that county, then less requests will be submitted for these inactive counties. The concern is that caseworkers are having bad experiences with the platform because these requests aren't being met.
Currently, the dropdown only appears if the agency is active in both counties. If the agency is only active in one of them, the dropdown doesn't appear and the system automatically submits the request for the county the agency is active in.
Other necessary information or resources:
For internal CarePortal use only: Acceptance Criteria
- Add the dropdown county selection option whenever a zip code overlaps counties, even if the submitting agency isn't active in one of the counties.
- Change current message that is displayed when a caseworker tries to submit a request for an inactive county to something more descriptive, like "This zip code falls within a county that is not accepting requests from your agency at this time. Please reach out to your Agency Admin/Regional Manager if you have any questions"
- Display this message any time a caseworker tries to submit a request for an inactive county, including when a caseworker tries to select an inactive county from the dropdown when the zip code overlaps.
Screenshot of current message (not descriptive):
Please sign in to leave a comment.
Comments
1 comment