Browse and Filter Document Library
The document management screen displays all uploaded legal and medical documents including powers of attorney, medical record summaries (epikriser), and consent forms. Documents are presented with their type, upload date, signing status, expiry date, and associated peer mentor or beneficiary. Users can filter and sort the list to prioritize documents nearing expiry or awaiting signatures. The screen supports both the digital-first and manual fallback workflows by clearly distinguishing document state.
User Story
Acceptance Criteria
- Given the user is authenticated with the correct role, when they navigate to the document management screen, then a paginated list of all accessible documents is displayed with type, status, and expiry indicators
- Given the document list is loaded, when the user applies a filter by document type (e.g., power of attorney, epikrise, consent), then only matching documents are shown
- Given the document list is loaded, when the user filters by signing status (signed, pending, expired), then the list updates to show only documents matching that status
- Given a document is approaching expiry within 30 days, when it appears in the list, then it is visually highlighted with an expiry warning indicator
- Given the user's role uses row-level security, when they view the document list, then they only see documents they are authorized to access within their organization scope
Business Value
A clear, filterable document inventory is the foundation of compliant document management. Organizations supporting vulnerable populations have legal obligations to maintain up-to-date powers of attorney and consent forms. Without a centralized view, documents get lost, expire unnoticed, or are accessed by unauthorized parties — all of which carry compliance and liability risks for the organization.
Components
- Document Management Screen ui
- POA Service service
- Document Repository data
- Secure Document Storage infrastructure