Register Activity on Behalf of a Peer Mentor Using the Wizard

Coordinators have the authority to register activities on behalf of peer mentors within their organizational scope. In coordinator mode, the wizard's contact selection step is replaced with a two-part selection: first the peer mentor on whose behalf the registration is being made, then the activity contact (the person the peer mentor met with). The Activity Registration Service tags the resulting activity record with both the submitting coordinator's user ID and the peer mentor's user ID, ensuring the activity appears in the peer mentor's personal statistics and in coordinator overview reports. RLS policies in Supabase enforce that coordinators can only register on behalf of peer mentors within their organization scope. The wizard flow, validation rules, and default values logic remain identical to the peer mentor's own registration flow, but defaults are sourced from the target peer mentor's profile rather than the coordinator's.

HIGH story-activity-logging-wizard-coordinator-008 5 pts

Story Points

High

Priority

Activity Logging Wizard

Feature

User Story

As a Coordinator

I want to use the activity registration wizard to log an activity on behalf of a specific peer mentor who cannot or did not register it themselves

So that So that all peer support activities are captured in the system regardless of the peer mentor's digital literacy or availability, preventing underreporting gaps

Acceptance Criteria

Given the coordinator initiates an activity registration, when the wizard launches in coordinator mode, then the first step presents a peer mentor selection before proceeding to the standard activity type and contact selection steps
Given the coordinator selects a peer mentor, when they proceed through the wizard, then the activity type list is scoped to the selected peer mentor's organization
Given the coordinator completes the wizard and submits, when the activity is saved, then the activity record is associated with the peer mentor's user ID and appears in the peer mentor's activity history and statistics
Given the coordinator submits a proxy registration, when the activity is saved, then the record includes an audit field indicating it was registered by a coordinator on behalf of the peer mentor
Given the coordinator attempts to select a peer mentor outside their organizational scope, when they search or browse peer mentors, then only peer mentors within their authorized scope are listed
Given the Activity Summary Screen is shown during proxy registration, when the coordinator reviews the summary, then the peer mentor's name is prominently displayed alongside the activity details to prevent submitting to the wrong person

Business Value

NHF and HLF workshop data confirmed that not all peer mentors will use the app directly. Coordinators must be able to register activities on behalf of those who are unable or unwilling to use digital tools, ensuring complete activity coverage for Bufdir grant reporting. Without proxy registration capability, organizations would need to maintain parallel paper/Excel processes for non-digital peer mentors, negating the app's primary value proposition. This feature is also essential for capturing activities from peer mentors with significant digital barriers, supporting the inclusive design mandate.

Components

Activity Logging Wizard

Related Feature

Coordinator

User Role