HIGH story-contact-detail-edit-screen-organization-admin-006 5 pts
5
Story Points
High
Priority
Contact Detail & Edit Screen
Feature

User Story

As a Organization Administrator
I want to seamlessly switch between the general contact detail view and the dedicated peer mentor detail view for contacts who have the peer mentor role
So that I can access both generic contact information and peer mentor-specific information such as certification status, assigned contacts list, and mentor activity summary from a single entry point

Acceptance Criteria

  • Given I am on the contact detail screen for a contact with the peer mentor role, When the screen loads, Then a 'Peer Mentor Profile' tab or button is visible in addition to the standard contact detail tab
  • Given I tap the peer mentor profile tab, When the peer mentor detail screen loads, Then I see the peer mentor profile header showing name, photo placeholder, and current certification status badge
  • Given the peer mentor's certification expires within 30 days, When the peer mentor detail view loads, Then a certification alert banner is displayed at the top with the expiry date and a prompt to renew
  • Given I am on the peer mentor detail view, When I scroll to the assigned contacts section, Then a list of contacts currently assigned to this mentor is shown with each contact's name and assignment start date
  • Given I am on the peer mentor detail view, When I view the mentor activity summary panel, Then I see aggregate statistics: total sessions this year, total hours, and activity type breakdown
  • Given I tap the contact detail tab, When switching back from the peer mentor view, Then the contact detail content is immediately visible without reloading data from the server

Business Value

HLF reported that 40% of peer mentors were dissatisfied with the level of follow-up they received from coordinators. A key reason for inadequate follow-up is that coordinators lack quick visibility into a peer mentor's certification status and assignment load when viewing their profile. By integrating peer mentor-specific views directly into the contact detail flow, coordinators can instantly see whether a mentor needs certification renewal reminders, whether they are overloaded with assigned contacts, or whether their activity engagement has dropped — enabling timely and targeted follow-up without navigating multiple separate screens.