Overview
The Add Organization Modal allows User to enter a new Organization and establish the integration specification and/or enter additional Assessments for an existing organization.
Figma:
Epic:
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Figma Link
User Story
As an internal employee at RethinkEd, I need to add a new Organization Integration or add a new integration to an existing Organization so that our customers will have correct data for their purchased products.
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
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
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.
Status:
Click dropdown to select either: Active or Inactive
Default is active
Activation Date:
Click on calendar to pick a date
Default shown as the date Add Organization modal is opened
Deactivation Date:
Optional field
Click on calendar to pick a date
SFTP Information
Address: Text enter Address
Port Number: Textenter Port NumberUsername: Text enter Username
Password: Text enter Password
ZipFile: Enter Zip File
File Path: Enter File Path
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
Status:
Active is showing as the default
Users clicks on dropdown and selects: Inactive/Active or leaves selection of Active as default
Activation Date:
Default shows as the current date
Clicking inside the field makes it active and shows a calendar where User selects a date
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
SFTP Information:
SFTP information establishes the link for the integration to take place. All fields are required
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
Save or Cancel
Workflow Description
Select Add Org Integration button
Users selects Add Org Integration button from Organization List to open Add Organization Modal
Select from Existing Organization Integrations or Add New Organization Integration
User text enters Organization Name or Organization Id to activate smart search and select from existing dropdown item or add new item
Select Assessment Name
User text enters Assessment Company or Test Name to activate smart search and selects from options in dropdown
SFTP Information
User enters all information to complete the Integration set up.
Conclusion
This workflow emphasizes user-friendly interaction, data integrity, and proper access control, ensuring that the Add Organization Integration process is efficient, secure, and intuitive. It accommodates both the creation of a New Organization Integration and also adds new Integrations to existing Organizations with the inclusion of SFTP criteria necessary for integrating assessment data.