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Register a Proxy Activity with Pre-filled Default Values to Minimize Effort

Reducing cognitive load and the number of required interactions is critical for adoption, particularly for coordinators managing many mentors under time pressure. The proxy registration wizard must apply the same default-value logic as the self-registration activity wizard: today's date is pre-selected, duration defaults to 30 minutes (adjustable), and the most recently used activity type is pre-selected as the default. The bulk registration defaults provider must supply these values so the coordinator only needs to adjust fields that differ from the defaults.

HIGH story-proxy-bulk-activity-registration-coordinator-006 3 pts
3
Story Points
High
Priority
Proxy & Bulk Activity Registration
Feature

User Story

As a Coordinator
I want the proxy activity wizard to pre-fill today's date, a default duration of 30 minutes, and the last used activity type when I open it
So that I can complete a proxy registration in as few steps as possible, especially for the most common case of a standard-length individual follow-up session

Acceptance Criteria

  • Given I open the proxy activity wizard for a single mentor, when the form loads, then today's date, 30-minute duration, and the last used activity type are pre-filled
  • Given I open the bulk registration form after a previous bulk registration, when the form loads, then the activity type defaults to the type used in the last bulk registration
  • Given the default values are pre-filled, when I tap confirm without changing anything, then the activity is registered with those defaults without any additional prompts
  • Given I change the duration to 45 minutes and submit, when I open the wizard again, then the duration still defaults to 30 minutes (defaults do not persist per session)
  • Given an organization has configured a custom default activity type, when I open the proxy wizard in that organization's context, then the organization's configured default is used instead of the system default

Business Value

HLF reported that 60–70% of activity registrations involve no expense claim and follow a predictable pattern. For proxy registrations, the coordinator is already performing an extra step compared to the peer mentor self-registering. Pre-filled defaults cut the time and effort of each proxy registration to an absolute minimum, making the difference between a coordinator who can realistically manage 15 mentors' records and one who abandons the system due to overhead. The design principle 'fewest possible steps' is directly served by this story.

Components

Proxy & Bulk Activity Registration
Related Feature
Coordinator
User Role