Page Comparison

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UI Description: Add New Organization

• Organization Name / Id:

  • Description: Establishes the organization for inclusion on our database of Organizations with integration

  • Required: Yes; Organization Name/ Organization Id selected or entered

  • Type of Input: Single Select dropdown or Text entry as Organization Name and/or Organization ID

  • Validation Criteria: Must contain at least 3 characters and no more than 255 characters. It should accurately reflect the Organization Name / Id to ensure easy identification and searchability.

• Assessment Name:

  • Description: The dropdown selections are a combination of fields collected from Add Assessment and include the name of the company that created the Assessment and the name of the assessment

  • Required: Yes

  • Type of Input: Smart search;Single select from dropdown

  • Validation Criteria: Entry contains: Name of Company-Name of Assessment

• Status:

  • Description: Status field selection becomes a tag showing on Organizations list

  • Required: Yes

  • Type of input: Select from dropdown

  • Validation Criteria: One item selected: Active or Inactive

• Activation Date:

  • Description: Selection of date the new Organization Integration begins

  • Required: Yes

  • Type of input: Calendar Date

  • Validation Criteria: Date selected shows as MM/DD/YYYY

• Deactivation Date:

  • Description: Selection of date the new Organization Integration ends

  • Required: No

  • Type of input: Calendar Date

  • Validation Criteria: Date selected shows as MM/DD/YYYY or no entry selected

• SFTP Information

  • Description: Fields for SFTP establish the connection for integration

  • Required: Yes, all

  • Type of input:

    • Address: Text enter

    • Port Number: Textenter

    • Username: Text enter

    • Password: Text enter

    • ZipFile: attached / uploaded

    • File Path: attached / uploaded

  • Validation Criteria: Varies according to input

• Buttons

  • Description: The buttons complete the action of entering a new Organization Integration

  • Required: Yes

  • Type of input: Click to select

    • Select Save to Save new Organization

    • Select Cancel to Cancel new Organization

User Interaction and Validation Notes: Add New Organization

1. Organization Name / Id:

   • To enter a new integration for an existing Organization, Organization Name / Id Dropdown is a smart select where user types either the Organization Name or ID to bring up existing Organizations

   • To enter a new integration for a new Organization, Organization Name / Id, User text enters Organization ID and name in the Organization Name / Id field

   • Subject drop down is single select, required field

2. Assessment Name:

   • Assessment Name dropdown is a smart select where user types and search options show

   • Select Assessment by clicking entry in dropdown

   • Search results are optimized to appear within 2 seconds under normal load conditions.

3. Status:

   • Click dropdown to select either: Active or Inactive

   • Default is active

4. Activation Date:

   • Click on calendar to pick a date

   • Default shown as the date Add Organization modal is opened

5. Deactivation Date:

   • Optional field

   • Click on calendar to pick a date

6. SFTP Information

7. Address: Text enter Address

Port Number: Textenter Port Number

8. Username: Text enter Username

9. Password: Text enter Password

10. ZipFile: Enter Zip File

11. File Path: Enter File Path

Save or Cancel

• Select Save to Save new Organization

• Select Cancel to Cancel new OrganizationUser text enters the name of the company that created the assessment or the Assessment Name to activate the smart search options

• User selects from choices by clicking on selected item in the drop down

• Selected item populates the field

12. Status:

    • Active is showing as the default

    • Users clicks on dropdown and selects: Inactive/Active or leaves selection of Active as default

13. Activation Date:

    • Default shows as the current date

    • Clicking inside the field makes it active and shows a calendar where User selects a date

14. Deactivation Date:

    • Default reads: Optional select

    • Not a required field

    • If User does not enter 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

15. SFTP Information:

    • SFTP information establishes the link for the integration to take place. All fields are required

16. Buttons:

    • User clicks on Save to Save the newly added information or Cancel to cancel the request

    • If Save is selected, then the new Organization Integration becomes part of the list on Organization List Screen