Add Organization Modal

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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: Text enter

    • 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

1. 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

2. 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

3. Status:

   • Active is showing as the default

   • Users clicks on dropdown and selects: Inactive/Active or leaves selection of Active as default

4. Activation Date:

   • Default shows as the current date

   • Clicking inside the field makes it active and shows a calendar where User selects a date

5. 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

6. SFTP Information:

   • SFTP information establishes the link for the integration to take place. All fields are required

7. 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

1. Select Add Org Integration button

   • Users selects Add Org Integration button from Organization List to open Add Organization Modal

2. 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

3. Select Assessment Name

   • User text enters Assessment Company or Test Name to activate smart search and selects from options in dropdown

4. 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.