Coordinator Member Overview
Feature Detail
Description
This feature provides coordinators with a comprehensive overview of all peer mentors and members within their organizational scope. The screen displays active peer mentor lists with status indicators, filtering capabilities by availability, certification status, and activity level. Coordinators can quickly identify inactive members, those on pause, or those approaching honorarium thresholds, enabling proactive management of their volunteer network.
Analysis
Coordinators are responsible for managing dozens to hundreds of peer mentors across regions, and without a centralized overview they rely on manual spreadsheets and memory to track who is active, available, or overdue for follow-up. This feature directly addresses the 40% dissatisfaction rate with coordinator follow-up identified in HLF's own survey, giving coordinators the situational awareness needed to intervene proactively. From an organizational standpoint, better oversight reduces the risk of peer mentors going dormant unnoticed, improves volunteer retention, and ensures Bufdir-reportable activity is maximized across the member base. The feature also reduces administrative burden by surfacing key signals in one place rather than requiring manual cross-referencing of multiple data sources.
Built as a Flutter screen using Riverpod for state management, with data fetched from Supabase via a coordinator-scoped query that filters members by the authenticated user's organizational hierarchy. The active peer mentor list widget and status filter widget are composed from the shared contact card components, extended with coordinator-specific metadata such as last activity date and certification validity. Role-based guards via the Permission Guard service ensure only coordinator and admin roles can access this screen. The member status filter widget should support multi-select filtering and persist filter state across navigation using the Navigation State Store. Pagination or lazy loading is recommended given potentially large member lists in national associations with thousands of records.
Dependencies
Definition of Done
Components (5)
User Stories (10)
As a As a user
I want I want my filter selections on the member overview screen to be preserved when I navigate away to a member detail page and return
So that So that I can review individual member details in context of a filtered list and return to exactly the same filtered view without re-applying my filters
- Given I have applied filters on the member overview screen, when I tap a member card to view their detail page, then my filter state is saved to the Navigation State Store before navigation
- Given I am on a member detail page reached from a filtered list, when I press back, then the member overview screen restores with the same filter chips active and the filtered list displayed
- Given the app is foregrounded after being backgrounded, when I return to the member overview screen, then filter state persists within the same session
- +1 more
As a As a Coordinator
I want I want to see which peer mentors are approaching or have exceeded honorarium thresholds directly on their member cards in the overview
So that So that I can ensure timely processing of honorarium payments and notify the relevant mentors before thresholds are missed or exceeded without administrative action
- Given I am on the member overview screen and a peer mentor has completed assignments approaching a threshold, when their card renders, then a threshold proximity indicator shows their current count relative to the next threshold
- Given a peer mentor has crossed a threshold and no honorarium has been processed, when their card renders, then an 'honorarium pending' indicator is shown
- Given I apply a filter for 'honorarium threshold reached', when the list renders, then only members who have crossed a threshold without a processed honorarium are shown
- +1 more
As a As a user
I want I want my filter selections on the member overview screen to be preserved when I navigate away to a member detail page and return
So that So that I can review individual member details in context of a filtered list and return to exactly the same filtered view without re-applying my filters
- Given I have applied filters on the member overview screen, when I tap a member card to view their detail page, then my filter state is saved to the Navigation State Store before navigation
- Given I am on a member detail page reached from a filtered list, when I press back, then the member overview screen restores with the same filter chips active and the filtered list displayed
- Given the app is foregrounded after being backgrounded, when I return to the member overview screen, then filter state persists within the same session
- +1 more
As a As a user
I want I want the member overview screen to be accessible only to coordinator and organization administrator roles, with data automatically scoped to my organizational hierarchy via backend enforcement
So that So that peer mentors and other unauthorized roles cannot access sensitive member management data, and so that coordinators only see members within their own organizational scope rather than the entire platform
- Given I am authenticated as a peer mentor role, when I attempt to navigate to the member overview route, then I am redirected to the no-access screen
- Given I am authenticated as a coordinator, when the member overview data loads, then the query returns only members belonging to local associations, regions, or national associations within my assigned organizational hierarchy
- Given I am authenticated as an organization administrator, when the member overview data loads, then I see members across all organizational levels within my administrative authority
- +2 more
As a As a user
I want I want to filter the member list using multi-select filter chips for availability status, certification validity, activity level, and pause state simultaneously
So that So that I can quickly narrow down the list to specific subgroups — such as all currently paused mentors, or all mentors with expired certifications — without scrolling through the entire member base
- Given I am on the member overview screen, when I tap one or more filter chips, then the member list updates to show only members matching all selected filter criteria
- Given multiple filter chips are selected, when a new chip is added, then the results narrow further (AND logic across filter dimensions)
- Given filter chips within the same dimension are selected, when multiple chips in one dimension are active, then results include members matching any of those values (OR logic within dimension)
- +3 more
As a As a Coordinator
I want I want the member overview to visually surface peer mentors who are inactive, overdue for follow-up, or on extended pause so they are immediately visible without manual searching
So that So that I can intervene proactively to re-engage at-risk volunteers before they go dormant unnoticed, directly addressing the dissatisfaction with coordinator follow-up identified in the HLF survey
- Given I open the member overview screen, when the list loads, then members with inactivity signals (30+ days without activity) are visually distinguished from active members via status indicators
- Given a peer mentor has been on pause for more than 14 days, when their card renders, then a pause-duration indicator is shown on the card
- Given the default sort order is applied, when the list renders, then members requiring follow-up (inactive, paused, expiring certifications) appear at the top of the list before fully active members
- +2 more
As a As a user
I want I want the member overview screen to be accessible only to coordinator and organization administrator roles, with data automatically scoped to my organizational hierarchy via backend enforcement
So that So that peer mentors and other unauthorized roles cannot access sensitive member management data, and so that coordinators only see members within their own organizational scope rather than the entire platform
- Given I am authenticated as a peer mentor role, when I attempt to navigate to the member overview route, then I am redirected to the no-access screen
- Given I am authenticated as a coordinator, when the member overview data loads, then the query returns only members belonging to local associations, regions, or national associations within my assigned organizational hierarchy
- Given I am authenticated as an organization administrator, when the member overview data loads, then I see members across all organizational levels within my administrative authority
- +2 more
As a As a user
I want I want to filter the member list using multi-select filter chips for availability status, certification validity, activity level, and pause state simultaneously
So that So that I can quickly narrow down the list to specific subgroups — such as all currently paused mentors, or all mentors with expired certifications — without scrolling through the entire member base
- Given I am on the member overview screen, when I tap one or more filter chips, then the member list updates to show only members matching all selected filter criteria
- Given multiple filter chips are selected, when a new chip is added, then the results narrow further (AND logic across filter dimensions)
- Given filter chips within the same dimension are selected, when multiple chips in one dimension are active, then results include members matching any of those values (OR logic within dimension)
- +3 more
As a As a user
I want I want to see a paginated list of all peer mentors and members within my organizational scope, showing each member's status indicators, last activity date, and certification validity at a glance
So that So that I can quickly assess the state of my volunteer network without manually cross-referencing spreadsheets or separate data sources
- Given I am authenticated as a coordinator or organization administrator, when I navigate to the member overview screen, then I see a scrollable list of all peer mentors scoped to my organizational hierarchy
- Given the member list is displayed, when each card renders, then it shows the member's name, last activity date, certification validity indicator, and current status (active, paused, inactive)
- Given the member list contains more than one page of results, when I scroll to the bottom, then additional records are loaded lazily without a full screen reload
- +2 more
As a As a user
I want I want to see a paginated list of all peer mentors and members within my organizational scope, showing each member's status indicators, last activity date, and certification validity at a glance
So that So that I can quickly assess the state of my volunteer network without manually cross-referencing spreadsheets or separate data sources
- Given I am authenticated as a coordinator or organization administrator, when I navigate to the member overview screen, then I see a scrollable list of all peer mentors scoped to my organizational hierarchy
- Given the member list is displayed, when each card renders, then it shows the member's name, last activity date, certification validity indicator, and current status (active, paused, inactive)
- Given the member list contains more than one page of results, when I scroll to the bottom, then additional records are loaded lazily without a full screen reload
- +2 more