Assignment Follow-up Reminders
Feature Detail
Description
Automatic reminder system that fires when a peer mentor has not recorded any contact with an assigned person within a configurable window (default 10 days, per Blindeforbundet's requirement). The reminder is sent as a push notification and also surfaced in the in-app Notifications tab with a clear call-to-action linking directly to the assignment. Coordinators receive a parallel escalation alert if the peer mentor has not responded to the reminder within a secondary window. This creates a lightweight accountability loop without requiring coordinators to manually track open assignments. All reminder timings are configurable per organisation to accommodate different working rhythms.
Analysis
Directly requested by Blindeforbundet as a core requirement. Prevents assignments from falling through the cracks and ensures clients receive timely contact, which is the primary purpose of the peer mentor programme.
Schedule reminder jobs via Supabase pg_cron or Edge Function cron triggers. Store last_contact_date per assignment and diff against current date. Coordinator escalation fires N days after peer mentor reminder with no recorded activity. Make thresholds configurable in org settings table.
Components (207)
Shared Components
These components are reused across multiple features
User Interface (59)
Service Layer (52)
Data Layer (33)
Infrastructure (54)
User Stories (12)
As a As a Peer Mentor (Likeperson)
I want to manually send a follow-up reminder notification to a specific peer mentor for a specific assignment
So that I can prompt action in urgent situations outside the automated schedule without waiting for the next cron cycle
- Given a coordinator is viewing an assignment detail, when they tap 'Send Reminder', then a confirmation dialog appears showing the peer mentor's name and the reminder content preview
- Given the coordinator confirms, when the reminder is dispatched, then the peer mentor receives a push notification with a deep link to the assignment, and the coordinator sees a success toast
- Given a reminder was sent within the last hour, when the coordinator taps 'Send Reminder' again, then the button is disabled and a tooltip explains the cooldown period
- +2 more
As a As a Peer Mentor (Likeperson)
I want to see the complete reminder history for any assignment, including which reminders were sent, when they were delivered, and whether the peer mentor acknowledged them
So that I can document my follow-up efforts and make informed decisions about re-assignment or escalation
- Given a coordinator opens an assignment detail, when they scroll to the history section, then all reminder events appear in chronological order with timestamps, type (auto/manual), and delivery status
- Given a push notification was opened by the peer mentor, when the coordinator views the history, then the acknowledgement is shown with a timestamp indicating when the peer mentor opened the notification
- Given a reminder delivery failed (e.g., FCM token expired), when the coordinator views the history, then the failed delivery is shown with a failure indicator and the fallback action taken
- +2 more
As a As a Peer Mentor (Likeperson)
I want to see a prioritized list of all open assignments sorted by how long they have been without contact
So that I can quickly identify the most time-sensitive cases and take action before escalations are triggered
- Given a coordinator opens the pending follow-up queue, when the screen loads, then assignments are sorted with the oldest uncontacted assignment at the top
- Given the list is loaded, when a coordinator scans the rows, then each item shows: peer mentor name, days since assignment, reminder status (pending / reminder sent / escalated), and a quick-action button
- Given a coordinator taps an assignment row, when the detail screen opens, then the full assignment history including any reminder events dispatched is visible
- +2 more
As a As a Peer Mentor (Likeperson)
I want to receive scenario-triggered reminders when specific patterns are detected — such as a peer mentor completing a session but not submitting a post-session report within 48 hours
So that I can ensure complete documentation and follow through on way-forward tasks agreed during peer mentor sessions
- Given a peer mentor logs an activity with an associated contact, when 48 hours pass without a post-session report being submitted, then the coordinator receives a notification identifying the peer mentor and the missing report
- Given the coordinator taps the notification, when the deep link resolves, then the app navigates to the specific peer mentor's pending report or contact detail where the report should be filed
- Given a way-forward task has a due date and is not marked complete, when the due date passes, then a reminder is dispatched to both the peer mentor and the coordinator
- +2 more
As a As a coordinator
I want to manually send a follow-up reminder notification to a specific peer mentor for a specific assignment
So that I can prompt action in urgent situations outside the automated schedule without waiting for the next cron cycle
- Given a coordinator is viewing an assignment detail, when they tap 'Send Reminder', then a confirmation dialog appears showing the peer mentor's name and the reminder content preview
- Given the coordinator confirms, when the reminder is dispatched, then the peer mentor receives a push notification with a deep link to the assignment, and the coordinator sees a success toast
- Given a reminder was sent within the last hour, when the coordinator taps 'Send Reminder' again, then the button is disabled and a tooltip explains the cooldown period
- +2 more
As a As a coordinator
I want to see the complete reminder history for any assignment, including which reminders were sent, when they were delivered, and whether the peer mentor acknowledged them
So that I can document my follow-up efforts and make informed decisions about re-assignment or escalation
- Given a coordinator opens an assignment detail, when they scroll to the history section, then all reminder events appear in chronological order with timestamps, type (auto/manual), and delivery status
- Given a push notification was opened by the peer mentor, when the coordinator views the history, then the acknowledgement is shown with a timestamp indicating when the peer mentor opened the notification
- Given a reminder delivery failed (e.g., FCM token expired), when the coordinator views the history, then the failed delivery is shown with a failure indicator and the fallback action taken
- +2 more
As a As a coordinator
I want to see a prioritized list of all open assignments sorted by how long they have been without contact
So that I can quickly identify the most time-sensitive cases and take action before escalations are triggered
- Given a coordinator opens the pending follow-up queue, when the screen loads, then assignments are sorted with the oldest uncontacted assignment at the top
- Given the list is loaded, when a coordinator scans the rows, then each item shows: peer mentor name, days since assignment, reminder status (pending / reminder sent / escalated), and a quick-action button
- Given a coordinator taps an assignment row, when the detail screen opens, then the full assignment history including any reminder events dispatched is visible
- +2 more
As a As a coordinator
I want to receive scenario-triggered reminders when specific patterns are detected — such as a peer mentor completing a session but not submitting a post-session report within 48 hours
So that I can ensure complete documentation and follow through on way-forward tasks agreed during peer mentor sessions
- Given a peer mentor logs an activity with an associated contact, when 48 hours pass without a post-session report being submitted, then the coordinator receives a notification identifying the peer mentor and the missing report
- Given the coordinator taps the notification, when the deep link resolves, then the app navigates to the specific peer mentor's pending report or contact detail where the report should be filed
- Given a way-forward task has a due date and is not marked complete, when the due date passes, then a reminder is dispatched to both the peer mentor and the coordinator
- +2 more
As a As a Peer Mentor (Likeperson)
I want to configure how many days after assignment before an automatic reminder is sent to a peer mentor who has not yet made contact
So that I can enforce consistent follow-up standards across my chapter without manually tracking every open assignment
- Given a coordinator is on the reminder settings screen, when they set a primary reminder to 10 days and save, then the system stores this threshold and applies it to all new assignments in that chapter
- Given a coordinator has set a 10-day primary reminder, when a peer mentor has an open assignment with no contact event logged after 10 days, then the system dispatches an in-app and push notification to the peer mentor
- Given a coordinator sets an escalation threshold of 20 days, when the assignment still has no contact after 20 days, then the coordinator receives an escalation notification in addition to the peer mentor
- +2 more
As a As a Peer Mentor (Likeperson)
I want to receive an escalation notification when an assignment has passed the configured follow-up threshold without any recorded contact
So that I can intervene directly, re-assign the task, or reach out to the peer mentor before the beneficiary is left without support for an unacceptable period
- Given an assignment escalation threshold is reached, when the cron job evaluates open assignments, then a push notification is sent to the responsible coordinator with the peer mentor name and days-since-assignment
- Given a coordinator taps the escalation push notification, when the deep link resolves, then the app navigates directly to the assignment detail for that peer mentor
- Given a coordinator opens the notification centre, when escalation notifications are present, then they are visually distinguished from regular reminders (e.g., different icon or color indicating urgency)
- +2 more
As a As a coordinator
I want to configure how many days after assignment before an automatic reminder is sent to a peer mentor who has not yet made contact
So that I can enforce consistent follow-up standards across my chapter without manually tracking every open assignment
- Given a coordinator is on the reminder settings screen, when they set a primary reminder to 10 days and save, then the system stores this threshold and applies it to all new assignments in that chapter
- Given a coordinator has set a 10-day primary reminder, when a peer mentor has an open assignment with no contact event logged after 10 days, then the system dispatches an in-app and push notification to the peer mentor
- Given a coordinator sets an escalation threshold of 20 days, when the assignment still has no contact after 20 days, then the coordinator receives an escalation notification in addition to the peer mentor
- +2 more
As a As a coordinator
I want to receive an escalation notification when an assignment has passed the configured follow-up threshold without any recorded contact
So that I can intervene directly, re-assign the task, or reach out to the peer mentor before the beneficiary is left without support for an unacceptable period
- Given an assignment escalation threshold is reached, when the cron job evaluates open assignments, then a push notification is sent to the responsible coordinator with the peer mentor name and days-since-assignment
- Given a coordinator taps the escalation push notification, when the deep link resolves, then the app navigates directly to the assignment detail for that peer mentor
- Given a coordinator opens the notification centre, when escalation notifications are present, then they are visually distinguished from regular reminders (e.g., different icon or color indicating urgency)
- +2 more