MEDIUM story-travel-expense-registration-coordinator-006 3 pts
3
Story Points
Medium
Priority
Travel & Expense Registration
Feature

User Story

As a Coordinator
I want to review a full summary of my expense claim including all selected types, amounts, and attachments before I submit
So that I can verify the claim is correct and avoid submitting errors that require coordinator rejection and resubmission

Acceptance Criteria

  • Given I have completed the expense form, when I tap 'Review', then a summary screen displays all expense line items with types, distances or amounts, and calculated reimbursement totals
  • Given a receipt has been attached, when the summary screen loads, then a thumbnail preview of the receipt is shown alongside the relevant expense line
  • Given the claim qualifies for auto-approval, when the summary screen is displayed, then a notice states 'This claim will be automatically approved'
  • Given the claim requires coordinator review, when the summary screen is displayed, then a notice states 'This claim will be sent to your coordinator for approval'
  • Given I identify an error on the summary screen, when I tap 'Edit', then I am returned to the relevant step in the expense form with my data preserved
  • Given I confirm and submit from the summary screen, when submission succeeds, then a success confirmation is shown and the claim appears in my expense history with 'Submitted' status

Business Value

A confirmation step before submission significantly reduces the rate of incorrectly submitted claims, which in turn reduces coordinator workload in processing rejections and resubmissions. For mentors with cognitive disabilities (a key demographic for NHF), the confirm-before-submit pattern provides a safety net that builds trust and confidence in using the digital system.