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Partner Groups: Classification Tags for Partners #2059

@giacoelho

Description

@giacoelho

Summary

Our stakeholders serve a number of different organizations and often distribute items based on the type of organization. So, for example, they may distribute both diapers and period supplies to a women's shelter, only newborn diapers to a neonatal clinic, adult incontinence supplies to a shelter, and everything to a food pantry. In the drop-down list of items, currently any kind of partner can view all items that a organization supplies and request any of them.

This often leads to challenges as users accidentally request items that they should not be requesting, which puts an unnecessary burden on our diaper bank users, and requires them to do additional work. Based on stakeholder input, we came up with the concept of partner groups. Partner groups are classifications that are meant to create groups that show which items a partner is able to request. So, for example, say an organization created 5 different partner groups - neonatal, basic diapers, period supplies, adult incontinence, and `sundries'. They would then go to their various partners and tag them with which group they belong to. Then they would tag items as belonging to different groups. Then when a partner makes a request they will only see which items have been tagged as available for them.

Things to Consider

This will likely involve some changes on the partnerbase application as well.

Criteria for Completion

  • Create partner groups on organizations. Each organization can have multiple partner groups and they should be able to create, deleted, and edit their groups.
  • Partner groups need to be assignable to partners. Partners can be tagged with multiple different partner groups.
  • Items are also able to be tagged with the partner groups they belong to. Items can be tagged with multiple partner groups. The partner groups might also be things like homeless shelters and women's shelters.
  • When a partner makes a request they only see the items tagged for them.
  • If the partner has nothing tagged they should see all items.

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