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Requirement | User Story | Importance | Status | Comments |
|---|---|---|---|---|
Provide a means for UCF super-administrators to specify which authority documents belong to supported state-agencies. | TBD | Not Started | Option 1: create a “dummy” company per supported state-agency and create a list of supported ADs. Ensure state-agency identification is populated in HubSpot which will feed into the reporting engine. Option 2: create table/form … outside of CCH to allow supper admins to specify supported state-agencies and their related ADs. Option 3: ? | |
Within CCH, provide a means for the user to ask for AD recommendations (only if they have filled out Industry other than “Other” and/or specified some Associations). | P1 | Not Started | ||
After the user chooses the option to receive AD recommendations, gather recommended authority documents based upon the self-identified: 1. industry, affiliation, or both OR
Send the user via email with a PDF attachment for the recommended ADs. | P1 | Not Started | The consolidated recommended ADs is based upon ADs in shared lists and ADs in builds. | |
Once the email is sent, inform the user they should check their email inbox for recommended ADs. | P1 |
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Question | Answer | Date Answered |
|---|---|---|
Since we are currently not tracking which affiliations a user belongs to, how will the recommended ADs be derived? | ||
Out of Scope / Future Functionality
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