Record way-forward tasks and next steps in the post-session report
The 'way forward' section in the post-session report is a structured list of tasks or action items generated from observations during the session. A peer mentor might note that the contact needs a referral to a hearing course, an assessment for an assistive listening device, or a follow-up call in two weeks. These items are stored as structured way-forward records linked to the report and the contact, and are surfaced to the coordinator as pending tasks. This replaces informal phone calls or untracked notes.
User Story
Acceptance Criteria
- Given the peer mentor is on the post-session report screen, when they reach the way-forward section, then they can add one or more structured action items with a description and optional due date
- Given the peer mentor adds a way-forward item, when they save the report, then the item is persisted as a linked way-forward record in the database
- Given a report with way-forward items is submitted, when the coordinator views the contact's profile, then all way-forward items are listed with their status
- Given a way-forward item has been actioned by the coordinator, when the item status is updated, then the peer mentor can see it has been addressed
- Given the peer mentor needs to remove a way-forward item before submitting, when they delete it, then it is removed from the list without affecting other items
Business Value
Structured way-forward items transform the post-session report from a passive document into an active coordination tool. Coordinators get an actionable task list directly from peer mentors' field observations, reducing the risk of follow-up tasks being lost. This is critical for Blindeforbundet where the report explicitly serves as a formal task request to the coordinator, and it improves overall service quality by ensuring every contact's needs are tracked and followed up.