Reference — User-Story → Flow Map

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Two story sets exist: the v3 stories (Appendix C of the recommendations doc, the current spec) and the v2 dashboard user stories (the earlier doc, partially stale). Both mapped here.

v3 user stories (current — Appendix C)

Story Role Specifies Appears on Concept
A1 IS Record + manage strategist intro video (≤30s) IS onboarding; PM approval queue intro video
A2 PM Auto-associate intro video to workshop PM Prepare; Participant Prepare intro video
B1 Content/IS Workshop intro text (focus + reminders, TTS) Participant Prepare roles
C1 Participant Comfort self-assessment (Likert 5-pt) Participant Prepare pulse check
C2 Participant 3 pre-engagement MCQ pulse questions Participant Prepare pulse check
C3 PM Diagnostic-not-test guardrails PM Prepare; LA monitoring pulse check
D1 Participant Locked resources visible pre-workshop Participant Prepare locked resources
D2 IS Strategist releases resources after workshop IS Adjust; Participant Adjust locked resources
A1–A5 LA School Context Profile LA onboarding; IS Context Brief context layer
B1–B2 LA Workshop Cohort Snapshot LA Prepare; IS Context Brief context layer
C1 IS Pre-engagement Context Brief IS Prepare context layer
C2 PM Context stored as structured analytics signals PM Reflect analytics data & integration
D1 LA Context entry under 5 min LA onboarding context layer
D2 PM Sensitive-info guardrails PM Prepare guardrails context layer
E2 IS Track logins + intro video views IS Prepare Insights context layer
E3 IS Pulse-check aggregates IS Prepare Insights pulse check
E4 IS Notable outliers / pattern flags IS Prepare Insights pulse check
F1 Participant Collect participant profile at enrollment Participant onboarding data model
F2 IS Strategist sees cohort summary IS Prepare Insights context layer
G1 IS Respond asynchronously to reflections IS Apply intervention intervention layer
G2 IS Schedule 1–3 follow-up nudges IS Apply; Participant nudges intervention layer
G3 IS Recommend microlearning IS Apply; Content Creator backlog intervention layer

Note: some codes (A1/A2/C1/C2/D1/D2) appear in both an IS/Participant series and an LA/PM series — they are different stories that reuse the letter-number scheme per role group. Context matters; the “Role” column disambiguates.

v2 dashboard user stories (earlier doc — acceptance criteria still useful)

Instructional Strategist

Story Title Maps to v3
S1 View Engagement List IS flow (browse engagements)
S2 Engagement Detail View IS Context Brief (+ HubSpot link, maybe manual)
S3 Resource Visibility & Control content visibility
S4 Mark Engagement Complete IS mark-complete (survey + cert + tracking window)
S5 Monitor Application + Follow-Up intervention layer + metrics

Platform Manager

Story Title Maps to v3
P1 Engagement Creation Flow PM Prepare (HubSpot pull — “future capability”)
P2 Publishing Workflow content visibility
P3 Enrollment Trigger PM → LA enrollment notification
P4 Completion + Certification Flow survey-gated certificate

Learning Administrator

Story Title Maps to v3
L1 View Engagements LA flow (engagement list + status)
L2 Enroll Participants LA enrollment
L3 Access Pre-Engagement Content LA Prepare (focus points, questions, description)
L4 Monitor Participation LA monitor (logins, pulse completion, gaps)
L5 Reinforce Post-Workshop LA Adjust (reinforcement, encourage survey)

Coverage gaps (in neither story set, but in v3 prose)