User journey: Returning users

Returning users have a dashboard that tracks their progress. The information on the dashboard depends on where they are in addressing their debts.

Note

Clicking on any debt will update the current session’s variables for the current debt entity ID and associated debt problem ID and problem profile ID.

Visitors can:

  • Be working on one or more options for a specific debt

  • Have prioritized debts in their queue

  • Have one or more specific debts in their profiles that they have not yet started on an option for

  • Have completed or archived debts

  • Have never prioritized their debts

Visitors with active options

An active option is one in which:

  • It is tied to a specific debt

  • The user has marked it as a “Yes”

Note

The user may or may not have actively started working on the option.

From each active option, the visitor will see:

  • name of the debt

  • title of the option

  • the option’s description

  • a progress bar, based on the number of steps in the option and their individual progress

  • a label repesenting the debt type

  • a continue button that takes the user to the option page

Working on the active option

When the user views an active option, they see a tailored view that:

  • Hides the pros and cons

  • Shows each step in full

  • Has an indicator to show whether the step has been completed

  • The ability to update the step’s status

  • An option to Mark the option as complete

Visitors with incomplete debts

The “My debts” section shows:

  • A single card for any priorited debts

  • A card for each other debt that is not archived

The priorization card shows:

The single debt cards show:

  • Debt name

  • First 200 characters of the associated summary template for the specific debt

  • Problem type taxonomy term label

  • Your selected solution

  • Drop down list of options

  • View option link that takes the user to the specific option

  • View debt summary that takes the user to the summary & next steps page.

Visitors with completed debts

The “Archived debts” section shows any debts that have a status of “Archived.”

Each archived debt displays:

  • Debt name

  • First 200 characters of the associated summary template for the specific debt

  • A congratulations message with the date the debt was archived

  • A button to view the debt summary page

Visitors with saved resources

Saved resources for the dashboard page are those legal resources that the user has affirmatively checked.