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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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UI Description: Integration Settings-Field Mapping Tab
Field Mapping Tab
Click to Upload
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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
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 Upload Sample Template
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 the 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
Start Here
Field Mapping Tab
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Upload Sample template button: Required: csv,
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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