# FloDoc User Stories - Summary **Total Stories:** 42 ## Quick Reference ### 1.1: Database Schema Extension **User Story:** **As a** system architect, **I want** to create the database schema for FloDoc's new models, **So that** the application has the foundation to support cohort management. --- ### 1.2: Core Models Implementation **User Story:** **As a** developer, **I want** to create ActiveRecord models for the new FloDoc tables, **So that** the application can interact with cohorts and enrollments programmatically. --- ### 1.3: Authorization Layer Extension **User Story:** **As a** system administrator, **I want** the authorization system to support FloDoc roles and permissions, **So that** users can only access appropriate cohort management functions. --- ### 2.1: Cohort Creation & Management **User Story:** **As a** TP (Training Provider) administrator, **I want** to create and manage cohorts with all their configuration details, **So that** I can organize students into training programs and prepare them for the signature workflow. --- ### 2.2: TP Signing Phase Logic (High Risk - Prototype First) **User Story:** **As a** TP administrator, **I want** to sign the first student's document and have that signing replicated to all other students in the cohort, **So that** I don't need to sign each student's document individually, saving time and eliminating duplicate sponsor emails. --- ### 2.3: Student Enrollment Management **User Story:** **As a** TP administrator, **I want** to manage student enrollment in cohorts and bulk-create student submissions, **So that** students can access their documents to complete after TP signs. --- ### 2.4: Sponsor Review Workflow **User Story:** **As a** Sponsor, **I want** to review all student documents in my cohort and sign them in bulk, **So that** I can complete the verification workflow efficiently. --- ### 2.5: TP Review & Finalization **User Story:** **As a** TP administrator, **I want** to review the sponsor-verified submissions and finalize the cohort, **So that** the entire 3-party signature workflow is completed and documents are ready for archival. --- ### 2.6: Excel Export for Cohort Data **User Story:** **As a** TP administrator, **I want** to export cohort enrollment data to Excel, **So that** I can perform additional analysis or reporting outside the system. --- ### 2.7: Audit Log & Compliance **User Story:** **As a** TP administrator, **I want** comprehensive audit logs of all cohort workflow activities, **So that** we can demonstrate compliance and trace any issues. --- ### 2.8: Cohort State Machine & Workflow Orchestration **User Story:** **As a** system, **I want** to manage cohort state transitions and workflow enforcement, **So that** the 3-party signature workflow follows the correct sequence and prevents invalid operations. --- ### 3.1: RESTful Cohort Management API **User Story:** **As a** TP administrator or external system integrator, **I want** to create, read, update, and delete cohorts via REST API, **So that** I can automate cohort management and integrate with other systems. --- ### 3.2: Webhook Events for Workflow State Changes **User Story:** **As a** TP administrator, **I want** webhook notifications for all cohort workflow events, **So that** external systems can react to state changes in real-time. --- ### 3.3: Student API (Ad-hoc Token-Based Access) **User Story:** **As a** student with a cohort link, **I want** a simple token-based API to access and complete my documents, **So that** I can fulfill my requirements without account creation. --- ### 3.4: API Documentation & Versioning **User Story:** **As a** developer integrating with FloDoc, **I want** comprehensive API documentation and stable versioning, **So that** I can build reliable integrations without breaking changes. --- ### 4.1: Cohort Management Dashboard **User Story:** **As a** TP administrator, **I want** a dashboard to view and manage all cohorts, **So that** I can monitor the 3-party workflow at a glance. --- ### 4.2: Cohort Creation & Bulk Import **User Story:** **As a** TP administrator, **I want** to create new cohorts and bulk-import students via Excel, **So that** I can efficiently onboard large groups without manual data entry. --- ### 4.3: Cohort Detail Overview **User Story:** **As a** TP administrator, **I want** to view detailed information about a specific cohort, including student list, progress status, and document workflow, **So that** I can monitor and manage the cohort effectively. --- ### 4.4: TP Signing Interface **User Story:** **As a** TP administrator, **I want** to sign the first student's document and have it automatically replicated to all other students, **So that** I can sign once instead of signing each student's document individually. --- ### 4.5: Student Management View **User Story:** **As a** TP administrator, **I want** to view and manage individual student details, including their document status and uploaded files, **So that** I can track student progress and troubleshoot issues. --- ### 4.6: Sponsor Portal Dashboard **User Story:** **As a** Sponsor, **I want** to access a dedicated portal where I can review and verify all student documents for a cohort, **So that** I can sign once for the entire cohort instead of signing each student individually. --- ### 4.7: Sponsor Portal - Bulk Document Signing **User Story:** **As a** Sponsor, **I want** to sign once and have that signature applied to all pending student documents, **So that** I don't need to manually sign each student's documents individually. --- ### 4.8: Sponsor Portal - Progress Tracking & State Management **User Story:** **As a** Sponsor, **I want** to see real-time progress tracking with clear visual indicators of which students have completed their documents and which are still pending, **So that** I can monitor the signing workflow and know exactly when to proceed with bulk signing. --- ### 4.9: Sponsor Portal - Token Renewal & Session Management **User Story:** **As a** Sponsor, **I want** to renew my access token if it expires while I'm reviewing documents, **So that** I can complete my signing workflow without losing progress or being locked out. --- ### 4.10: TP Portal - Cohort Status Monitoring & Analytics **User Story:** **As a** Training Provider, **I want** to monitor all cohorts with real-time status updates and analytics, **So that** I can track progress, identify bottlenecks, and manage my document signing workflows efficiently. --- ### 5.1: Student Portal - Document Upload Interface **User Story:** **As a** Student, **I want** to upload required documents (ID, certificates, etc.) through a simple interface, **So that** I can provide the necessary proof documents for my cohort enrollment. --- ### 5.2: Student Portal - Form Filling & Field Completion **User Story:** **As a** Student, **I want** to fill in my assigned form fields (personal info, signatures, dates, etc.), **So that** I can complete my portion of the document before the sponsor signs. --- ### 5.3: Student Portal - Progress Tracking & Save Draft **User Story:** **As a** Student, **I want** to see my overall progress and save my work as a draft at any time, **So that** I can complete the submission at my own pace without losing work. --- ### 5.4: Student Portal - Submission Confirmation & Status **User Story:** **As a** Student, **I want** to review my complete submission and receive confirmation of successful submission, **So that** I can verify everything is correct and track when the sponsor signs. --- ### 5.5: Student Portal - Email Notifications & Reminders **User Story:** **As a** Student, **I want** to receive email notifications for status updates and reminders to complete my submission, **So that** I can stay informed and complete my work on time without constantly checking the portal. --- ### 6.1: Sponsor Portal - Cohort Dashboard & Bulk Signing Interface **User Story:** **As a** Sponsor, **I want** to view all pending student documents in a cohort and sign them all at once, **So that** I can efficiently complete my signing responsibility without reviewing each submission individually. --- ### 6.2: Sponsor Portal - Email Notifications & Reminders **User Story:** **As a** Sponsor, **I want** to receive email notifications about signing requests and reminders to complete my cohort signing, **So that** I can stay informed and fulfill my signing responsibility on time without constantly checking the portal. --- ### 7.1: End-to-End Workflow Testing **User Story:** **As a** QA Engineer, **I want** to test the complete 3-portal workflow from start to finish, **So that** I can verify all integrations work correctly and identify any breaking issues before production deployment. --- ### 7.2: Mobile Responsiveness Testing **User Story:** **As a** QA Engineer, **I want** to test all three portals across different screen sizes and devices, **So that** I can ensure the FloDoc system works perfectly on mobile, tablet, and desktop devices. --- ### 7.3: Performance Testing (50+ Students) **User Story:** **As a** QA Engineer, **I want** to test system performance with large cohorts (50+ students), **So that** I can ensure FloDoc scales efficiently and meets NFR requirements. --- ### 7.4: Security Audit & Penetration Testing **User Story:** **As a** Security Engineer, **I want** to perform comprehensive security testing on all three portals, **So that** I can identify and remediate vulnerabilities before production deployment. --- ### 7.5: User Acceptance Testing **User Story:** **As a** Product Owner, **I want** to conduct comprehensive user acceptance testing with real stakeholders, **So that** I can validate the system meets business requirements and user needs before production launch. --- ### 8.0: Development Infrastructure Setup (Local Docker) **User Story:** **As a** Developer, **I want** to set up a local Docker-based development infrastructure with PostgreSQL and Redis, **So that** I can demonstrate the complete FloDoc system to management without cloud costs or complexity. --- ### 8.0.1: Management Demo Readiness & Validation **User Story:** **As a** Product Manager, **I want** to validate the complete 3-portal cohort management workflow end-to-end, **So that** I can demonstrate FloDoc v3 to management with confidence and real data. --- ### 8.5: User Communication & Training Materials **User Story:** **As a** Training Provider (TP Admin), **I want** clear guidance on using FloDoc's 3-portal system, **So that** I can manage cohorts effectively without confusion. --- ### 8.6: In-App User Documentation & Help System **User Story:** **As a** User (TP Admin, Student, or Sponsor), **I want** contextual help and documentation, **So that** I can solve problems without contacting support. --- ### 8.7: Knowledge Transfer & Operations Documentation **User Story:** **As a** Support/Operations Team, **I want** comprehensive runbooks and documentation, **So that** I can support FloDoc without ad-hoc knowledge transfer. ---