HIGH story-contact-list-management-coordinator-005 8 pts
8
Story Points
High
Priority
Contact List Management
Feature

User Story

As a Coordinator
I want to open a peer mentor's dedicated detail screen showing their certification status, assigned contacts list, and activity summary
So that I can assess a peer mentor's current capacity, certification validity, and workload before assigning new contacts or initiating a pause

Acceptance Criteria

  • Given I open a peer mentor's detail screen, when the data loads, then I see a profile header, certification status badge, assigned contacts list, and activity summary panel
  • Given the peer mentor's certification expires within 30 days, when I view their detail screen, then a certification alert banner is prominently displayed at the top of the screen
  • Given the peer mentor has an expired certification, when I view their detail screen, then the certification status badge shows a red expired state and the mentor is visually distinguished from active mentors
  • Given I view the assigned contacts list, when the mentor has active assignments, then each assignment shows the contact name, assignment start date, and current status
  • Given I view the activity summary panel, when I select a different time window, then the summary updates to show hours and activity counts for the selected period

Business Value

HLF reported in their user survey that 40% of peer mentors were dissatisfied with coordinator follow-up. A dedicated peer mentor detail screen with certification and activity visibility gives coordinators the information density required for proactive follow-up rather than reactive crisis management. Certification status visibility is especially critical given HLF's requirement that expired certifications automatically hide mentors from public listings.