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As an internal employee at RethinkEd, I need to edit an Organization Integration so that our customers will have correct data for their purchased products.
UI Description:
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Edit Organization Integration
Organization Name / Id:
Description: Field is locked because the Organization has been established.
Required: Yes
Type of Input: None
Validation Criteria: The entry for the Organization Name / Id field is shown in lighter text and the dropdown is inactive. User cannot edit this field.
Assessment Name:
Description: Field is locked because the Assessment name has been established.
Required: Yes
Type of Input: None
Validation Criteria: The entry for the Company Name-Assessment Name field is shown in lighter text and the dropdown is inactive. User cannot edit this field.
Status:
Description: Status field is available for edit and 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: Activation Date is available for edit. The date selected becomes the date the integration begins
Required: Yes
Type of input: Calendar Date
Validation Criteria: Date selected shows as MM/DD/YYYY
Deactivation Date:
Description: Deactivation Date is available for edit. The date selected becomes the date the 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: SFTP Information is available for edit. 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: Edited information can be Saved or Canceled. 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 Integration
Select Cancel to Cancel new Organization Integration
User Interaction and Validation Notes:
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Edit Organization Integration
Organization Name / Id:
Field is locked.
If User clicks on field, then show message: Organization Name / Id cannot be edited.
Assessment Name:
Field is locked.
If User User clicks on field, then show message: Assessment Name cannot be edited.
Status:
Field is available for edit and shows dropdown arrow
Show User's current selection as default
Users clicks on dropdown and selects: Inactive/Active to edit field
Selection shows on Organization List
Activation Date:
Field is available for edit and shows calendar symbol
Show User’s current selection as default
Clicking inside the field makes it active and shows a calendar where User selects a date
Deactivation Date:
Field is available for edit and shows calendar symbol
Show User’s current selection as default
Not a required field
If User does not/ has not entered 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:
All SFTP information is editable
SFTP information establishes the link for the integration to take place. All fields are required
Buttons:
User clicks on Save to Save the edits or Cancel to cancel the request
If Save is selected, then the new Organization Integration becomes part of the list on Organization List Screen with the edits
If Cancel is selected, then the edits are not saved and the Organization Integration remains as-is on the Organization List
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Select Organization Integration
Users clicks on a line from Integrations Organizations to open Edit Modal
Edit the existing Organization Integration
User makes edits to desired fields with the exception of the first 2 fields: Organization Name / ID and Assessment Name
Select Action
User select Save to save the updates or Cancel to cancel the updates
Conclusion
This workflow emphasizes user-friendly interaction, data integrity, and proper access control, ensuring that the Edit Organization Integration process is efficient, secure, and intuitive. It accommodates the need to edit existing integration criteria so that our integrated products remains flexible as we grow in our ability to show User’s their data in new and innovative ways.