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Organization Name / Id:
Field is locked.
If User clicks on field, then show message: Organization Name / Id cannot be edited.
Assessment Name:
Field is locked.
If User User clicks on field, then show message: Assessment Name cannot be edited.
Status:
Field is available for edit and shows dropdown arrow
Show User's current selection as default
Users clicks on dropdown and selects: Inactive/Active to edit field
Selection shows on Organization List
Activation Date:
Field is available for edit and shows calendar symbol
Show User’s current selection as default
Clicking inside the field makes it active and shows a calendar where User selects a date
Deactivation Date:
Field is available for edit and shows calendar symbol
Show User’s current selection as default
Not a required field
If User does not/ has not entered a Deactivation Date, then we show the three dashes (---)
Clicking inside the field makes it active and shows a calendar where User selects a date that is after the date selected for Activation Date
SFTP Information:
All SFTP information is editable
SFTP information establishes the link for the integration to take place. All fields are required
Buttons:
User clicks on Save to Save the edits or Cancel to cancel the request
If Save is selected, then the new Organization Integration becomes part of the list on Organization List Screen with the edits
If Cancel is selected, then the edits are not saved and the Organization Integration remains as-is on the Organization List
Workflow Description
Select Organization Integration
Users clicks on a line from Integrations Organizations to open Edit Modal
Edit the existing Organization Integration
User makes edits to desired fields with the exception of the first 2 fields: Organization Name / ID and Assessment Name
Select Action
User select Save to save the updates or Cancel to cancel the updates