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Account Management - Add new column labeled "comments" beside Pending review and Suspended columns #18183

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pstemkens opened this issue Oct 16, 2023 · 9 comments
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Pay Work for Pay Team sbc-connect UX User Experience Research & UI Design

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@pstemkens
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pstemkens commented Oct 16, 2023

BCOL admin staff manage "Pending Review and "Suspended" accounts under the Account Management section of BCROS staff dashboard. When they are managing these statuses, they would like to be able to add comments for each account. This comment area would be editable and they would be able to add additional comments until the task has been completed.
This functionality will be available for the 4 current BCOL Admin staff. Roles

GIVEN I am logged into BCROS as staff
WHEN I go to Account Management, Open Status task, click review
THEN I will be able to add a comment.

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Re-using staff comment component:
https://www.figma.com/design/NcchZlxVp502zeoiCLeMgi/Account-Management-Enhancements?node-id=2445-5603&t=yGeUP2Ih5FdPNejr-4

@JohnamLane
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@ethantspitt This is a candidate that I would like to bring forward quickly. Can you please add it to your list of work. No need to bump anything else priority-wise.

@pstemkens pstemkens changed the title New status under Pending review column Account Management - Add new column labeled "comments" beside Pending review and Suspended columns May 22, 2024
@pstemkens
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@ethantspitt , can we meet to review the requirements I have gathered from BCOL Admin? Thanks.

@pstemkens
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@arlentees , we are in the process of grooming this ticket and want to know if you have any concerns? please reach out if you would like more clarification. Thank you.

@sharongithub1
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The hold/pending review/ is needed for Manufacturers /Home dealers access requests.
image.png
MHR staff need ability to manage these and not just reject- but to put on hold with notes. I suspect this may be useful for Notatry/Lawyer access request as well for BCOL Admin. Please add the same features/tool with different dropdown list or freehold info. to send to the requestor.

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@JohnamLane
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@arlentees Please see Sharon's comment above. This is a new requirement in a similar area for your future enhancement consideration.

We will be adding a search within any existing 'comment' fields which is a separate idea.

@pstemkens
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Spoke with Sharon and the above screenshots she provided is for her access to be able to place MHR accts in Pending review.

@pstemkens
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@ethantspitt , can you provide the design

@JohnamLane
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@JohnamLane
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Please add your planning poker estimate with Zenhub @lizhuomeng71

@JohnamLane JohnamLane added sbc-connect and removed Pay Work for Pay Team labels Aug 7, 2024
@JohnamLane JohnamLane added the Pay Work for Pay Team label Nov 26, 2024
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