Figma Link
Figma Link: Upload Sample Template Flow
User Story
As an internal employee at RethinkEd, I need to enter an new ELA or Math Assessment with metadata, criteria for benchmarks and field mapping so that we will have a bank of Assessments.
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Quantity Field: single select from dropdown list contents (3, 4, 5); required
Scoring Type: single select from dropdown list contents (Percentile Range, Raw Score) ; required
Benchmark label: Smart select or custom enter with 30 character limit; optional
Dropdown contents listed in alphabetical order: At/Above, Avg, HiAvg, High, Intervention, LoAvg, Low, On Watch, Urgent, Other
As additional custom entries are made we add them to the list in alphabetical order
Always maintain an 'Other” option as the last on the list
Scoring Type: Percentile Range
If user edits Quantity Field (4, 5, 6), then additional lines are created.
If user edits Quantity Field (4, 5, 6), then percentile ranges are determine by an equal division from 100% to 0% for the number selected in the Quantity field
If user edits Quantity Field (4, 5, 6), then Tier Mapping locks the top most line as Tier 1 and the bottom most line as Tier 3 after user selects from Quantity field.
The top most line contains the locked maximum value as 100%
The bottom most line contains the locked minimum value as 0%
Score ranges assigned to the Tiers are mutually exclusive and all inclusive
Tiers are shown in this order from top to bottom: Tier 1, Tier 2, Tier 3.
There must be at least one of each for Tier 1, Tier 2, Tier 3
Tier Mapping is in order of Tier 1 to Tier 3 where multiple mapping are possible for the Tiers BUT the order persists from Tier 1 to Tier 3.
Example: Quantity field: 4, Tier Mapping from top to bottom can read: Tier 1, Tier 1, Tier 2, Tier 3 or Tier 1 Tier 2, Tier 2, Tier 3 or Tier 1, Tier 2, Tier 3, Tier 3
Non-Example: Quantity field: 4 Tier Mapping from top to bottom CANNOT read: Tier 1, Tier 3, Tier 2, Tier 1
The Percentile Ranges contain the highest values for the top-most line ( Tier 1) and lowest values for the bottom-most line (Tier 3)
Scoring Type: Raw Score
Max Score limit is 3000
Min Score limit is 0
Maximum Score (Max Score) must be larger than Minimum Score (Min Score)
If user edits Quantity Field (4, 5, 6), then additional lines are created.
If user edits Quantity Field (4, 5, 6), then score ranges are determine by an equal division from Max Score value to Min Score value for the number selected in the Quantity field
If user edits Quantity Field (4, 5, 6), then Tier Mapping locks the top most line as Tier 1 and the bottom most line as Tier 3.
The top most line contains the locked maximum value as the value entered for Max Value field
The bottom most line contains the locked minimum value as the value entered for Min Value field
Score ranges assigned to Tiers are mutually exclusive and all inclusive
There must be at least one of each for Tier 1, Tier 2, Tier 3
The Raw Score Ranges contain the highest values for the top-most line ( Tier 1) and lowest values for the bottom-most line (Tier 3)
Validation: The default setting is for 3 lines and the order is: Tier 1, Tier 2, Tier 3. If changes are made to the Quantity field, then the topmost line is locked at Tier 1 and the bottom-most line is locked at Tier 3 after user selects from the Quantity field.
All tiers must be included at least once. We cannot show the tiers out of order from top to bottom so Tier 3 can never be shown in line 2 and Tier 1 can never be shown in the bottom most line for the quantity selected (Quantity field selection of 4, 5, or 6)
If the User enters into the Quantity field (4, 5, 6) we still need to keep the order for Tier mapping. An example with 4 selected in the Quantity field has these possibilities for the four lines with line 1 beginning with T1:
T1, T1, T2, T3
T1, T2, T2, T3
T1, T2, T3, T3
UI Description: Integration Settings-Field Mapping Tab
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Field Mapping Tab
Click to Upload
Description: Button uploads the heading of the data set selected and prefills the Select field drop down with those headings so User can pick which fields they want mapped
Required: Yes
Type of input: file
Validation Criteria: If completed, show success message that reads: file uploaded
Required Fields List:
Description: List of fields required by RethinkEd to show User’s data into MTSS Dashboard
Validation Criteria:
If Percentile Range is selected from Scoring Type
(Benchmark tab) then we show the required fields
as:
StudentId, CompletionDate, PercentileRank, ScaledScore
If Raw Score is selected from Scoring Type
(Benchmark tab) then we show the required fields
as: StudentId, CompletionDate, RawScore
Show Tooltip:
Description: Optional checkbox with default as unchecked
Clicking checkbox for Show Tooltip opens a text box
User text enters Tooltip contents
Required: No
Type of input: Checkbox
Validation Criteria:
If checkbox is selected, then we show the Tool tip text entry box
Select Field:
Description: Dropdown contains the headings from Unload Upload Sample Template
User clicks on Select field dropdown arrow and makes a selection
Add Note: Clicking Add note opens an optional text enter box
User types note and selects Save to have note appear
Users can remove note by clicking Cancel
Required: Yes
Type of input: Dropdown selection
Validation Criteria: A selection is made the conforms to criteria for a StudentId, CompletionDate, PercentileRank and Scaled Score
Add Note:
Description: An optional selection that provides User a text box to text enter a note about the field that was selected; no character limits
Required: No
Type of input: Textbox
Validation Criteria: None; not required
Add Custom Field:
Description: Opens an additional line to Custom enter the Field, optional text entry field description, Show Tooltips checkbox, Select field dropdown, and Add Note.
Required: No
Type of input: Button input
Validation Criteria:
If selected, then User needs to Name the field, include a text description, determine if a tooltip will be used, select a field from their data set and determine if Add note will be included
If not selected, then no Validation Criteria is need
Save button:
Description: Saves all work completed
Required: Yes, if User wants the work completed
Type of input: button
Validation Criteria:
If selected, then all work is saved
If selected and their are fields that have not been completed, then we show error message around the field that reads: Required field
Cancel button:
Description: Removes all work completed and restores to the default for all fieldsthe most recent completed work.
Required: Yes, button is necessary but may not be selected by user
Type of input: button
Validation Criteria:
If selected, then the more current entries are removed and the previous entries shown.
If selected and no previous entries have been entered, then the default/empty state is shown.
If not selected, then no validation is needed
User Interaction and Validation Notes: Integration Settings-Field Mapping Tab
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Upload Sample template button: Required: csv,
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Required Fields: must have selection or error message shown
Click to Upload
Required: csv,
We extract the headings from the sample template and use them as options in the Select field dropdown
The User selects an item from the dropdown and matches it to the required field.
Given no selection has been made to match to a required field when Save button is selected, then we show a pop-up that reads: “One or more of the Required Fields is not mapped and it’s value will not be included in MTSS Dashboard.”
Given User selects: View Mapping, they are shown the screen beneath with the missing fields shown in the error state which reads: Please select a field
Given User selects: Save updates, then we save the updates as they are with the required field not included.
Required Fields List:
Percentile Rank is shown when user selects Percentile Range on Benchmark tab
Raw Score is shown when user selects Raw Score on Benchmark tab
All required fields show Tool tip option
Show Tooltip: optional, shows text entry box when clicked
Given Show Tooltip is selected, then the text box entry is required
Textbox entries have no character limits
Select Field: Require, dropdown contains all of the labels from the uploaded sample template
User clicks on dropdown arrow to show list of fields and clicks on their selection
Add Note: Optional; shows text entry box when clicked
Save selected, then note is shown below Select field
Cancel selected, then the note is removed and Add not function is restored
Add Custom Field: optional, if selected shows fields to text enter: Custom Label, Custom Description, Show Tooltip, Select Field, Add note
If selected, then Custom Label, Custom Description, and Select Field are required
If selected, can be removed by clicking on x to remove the line.
Save button: Save button saves the updates made
If Save is not selected, then the updates are not saved and user sees their previous entries or the default state if the entry is new.
Cancel button: Cancels updates made
If Cancel is selected, then we show the previous entries made by the user or the default state if the entry is new
Workflow Description
Add New Integration Metadata
Users selects the Subject and selects or text enters the company, assessment name and optional description
Establish Benchmark Criteria
User enters Quantity, Scoring Type, Benchmark Labels, determines Percentage / Raw score ranges and applies to Tiers
Map Required Fields to Data set
User uploads Sample Template and matches data set to required fields. Options to add tooltip, notes and custom fields are also available.
Save New Integration
User selects Save button to complete the new integration and new integration is added to the Assessment List page