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:
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
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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:
User 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
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.