HIGH story-contact-and-notes-search-coordinator-002 8 pts
8
Story Points
High
Priority
Contact & Notes Search
Feature

User Story

As a Coordinator
I want to search within notes and activity report content associated with contacts
So that I can find specific interactions, follow-up items, or contextual history without opening each contact record individually

Acceptance Criteria

  • Given the coordinator enters a search query, when results include contacts with matching note content, then note-matched results are visually distinguished from name-matched results
  • Given a note result is returned, when displayed in the results list, then a short excerpt of the matching note text is shown beneath the contact name
  • Given the coordinator's RLS scope covers only their chapter's contacts, when search results are returned, then only contacts within their permitted scope appear
  • Given the coordinator taps a note-matched result, when navigating, then the contact detail screen opens and scrolls to or highlights the relevant note or report section
  • Given a search returns both name matches and note matches for the same contact, when displayed, then the contact appears once with both match types indicated

Business Value

The ability to search note content transforms passive record-keeping into an active coordination tool. For Blindeforbundet, formalized post-visit reports contain structured data (course interest, health situation, way-forward) that coordinators must act on. Full-text search across this data enables coordinators to identify patterns, prioritize follow-ups, and respond to Bufdir audit requests without manually reviewing hundreds of records — reducing administrative overhead and improving care quality.