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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.

UI Description: Add New Integration

  1. Subject dropdown:

    • Description: The subject selection for the new assessment

    • Required: Yes

    • Type of Input: dropdown selection

    • Validation Criteria: From the list, ELA or Math need to be selected

      • Contains alphabetical list: Attendance, Behavior, ELA, Math.

  2. Company dropdown:

    • Description: Company dropdown is a smart search containing an alphabetical ordered list of all companies that have at least one integration for the selected subject

    • Required: Yes

    • Type of input: Smart search results from dropdown or text entered for a new company

      • Search results are optimized to appear within 2 seconds under normal load conditions.

    • Validation Criteria: Selection is a selection from the smart search dropdown or a text entry

  3. Assessment Name:

    • Description: Name of the Assessment

    • Required: Yes

    • Type of Input: Text entry with no character limits

    • Validation Criteria: Text entry with at least 3 characters

  4. Description:

    • Description: Text entry field for user to provide a description of the Assessment

    • Required: No

    • Type of input: Text entry

    • Validation Criteria: None; optional field

User Interaction and Validation Notes: Add New Integration

  1. Subject dropdown:

    • Subject drop down is single select, required field

    • User select ELA to add a new English Language Arts integration

    • User selects Math to enter a new Math integration

  2. Company dropdown

    • Users can refine the companies displayed by typing in the search bar or selecting options from dropdown filters.

    • The search function should validate input and return relevant results.

    • Users select Custom and text enter a new Company

  3. Assessment Name:

    • Users can click inside of field and text enters name of assessment

  4. Description:

    • Clicking inside the field makes it active and user types

UI Description: Integration Settings- Benchmark Tab

  1. Quantity Field

    • Description: Selects the number of lines to include for Benchmark Label, Percentile Range or Raw Score, and Tier Mapping

    • Required: Yes

    • Type of input: Dropdown selection

    • Validation Criteria: One item is selected from the possible choices: 3, 4, 5, or 6

      • 3 is the default

  2. Scoring type

    • Description: Selection determines the heading for ranges and how the data are classified

    • Required: Yes

    • Type of input: Drop down; single select from options: Percentile Range, Raw Score

      • The results of the selection show different information for the heading and ranges for Tier mapping

      • Raw Score selection requires additional entries for Maximum and Minimum score

      • Percentile Range is the default

  3. Benchmark Label

    • Description: A small text description to further explain the Tier Levels.

      • Contains a growing bank of benchmark labels

      • Each custom entry becomes part of an alphabetical ordered list

    • Required: No

    • Type of Input: Smart select from an alphabetical ordered list and a text entry option

    • Validation: A selection from the list or a custom text entry with a minimum of 3 characters

  4. Percentile Range (Scoring Type: Heading and Ranges ):

    • Description: Heading (Percentile Range) shown with dropdown selection ranges for Tier Mapping

    • Required: Yes

    • Type of input: dropdown selection

    • Validation: Ranges selected for each of the lines selected. Must be all inclusive and mutually exclusive in descending order from the first to the last line

  5. Raw Score (Scoring Type: Additional Fields, Heading and Ranges)

    • Description: Heading (Score Ranges) shown with dropdown selection ranges for Tier Mapping and 2 additional fields used to determine maximum and minimum score.

    • Required: Yes

    • Type of input: dropdown selection

    • Validation: Raw Score selected from dropdown

      • Shows the additional fields for Maximum and Minimum Score and the heading labeled: Score Ranges

  6. Tier Mapping

    • Description: Identifies the Tier which correlates to each of the Benchmarks and/or Percentile Range or Score ranges

    • Required: Yes

    • Type of input: dropdown selection

    • Validation: The default setting is for 3 lines and the order is: Tier 1, Tier 2, Tier 3. If changes are made to the Quantity field, then the topmost line is locked at Tier 1 and the bottom-most line is locked at Tier 3 after user selects from the Quantity field. All tiers must be included at least once. We cannot show the tiers out of order from top to bottom so Tier 3 can never be shown in line 2 and Tier 1 can never be shown in the bottom most line for the quantity selected (Quantity field selection of 4, 5, or 6)

    • If the User enters into the Quantity field (4, 5, 6) we still need to keep the order for Tier mapping. An example with 4 selected in the Quantity field has these possibilities for the four lines with line 1 beginning with T1: 

      • T1, T1, T2, T3

      • T1, T2, T2, T3 

      • T1, T2, T3, T3

User Interaction and Validation Notes: Integration Settings-Benchmark Tab

  1. Quantity Field: single select from dropdown list contents (3, 4, 5); required

  2. Scoring Type: single select from dropdown list contents (Percentile Range, Raw Score) ; required

  3. Benchmark label: Smart select or custom enter with 30 character limit; optional

    • Dropdown contents listed in alphabetical order: At/Above, Avg, HiAvg, High, Intervention, LoAvg, Low, On Watch, Urgent, Other

    • As additional custom entries are made we add them to the list in alphabetical order

    • Always maintain an 'Other” option as the last on the list

  4. Scoring Type: Percentile Range

    • If user edits Quantity Field (4, 5, 6), then additional lines are created.

    • If user edits Quantity Field (4, 5, 6), then percentile ranges are determine by an equal division from 100% to 0% for the number selected in the Quantity field

    • If user edits Quantity Field (4, 5, 6), then Tier Mapping locks the top most line as Tier 1 and the bottom most line as Tier 3 after user selects from Quantity field.

    • The top most line contains the locked maximum value as 100%

    • The bottom most line contains the locked minimum value as 0%

    • Score ranges assigned to the Tiers are mutually exclusive and all inclusive

    • Tiers are shown in this order from top to bottom: Tier 1, Tier 2, Tier 3.

    • There must be at least one of each for Tier 1, Tier 2, Tier 3

    • Tier Mapping is in order of Tier 1 to Tier 3 where multiple mapping are possible for the Tiers BUT the order persists from Tier 1 to Tier 3.

      • Example: Quantity field: 4, Tier Mapping from top to bottom can read: Tier 1, Tier 1, Tier 2, Tier 3 or Tier 1 Tier 2, Tier 2, Tier 3 or Tier 1, Tier 2, Tier 3, Tier 3

      • Non-Example: Quantity field: 4 Tier Mapping from top to bottom CANNOT read: Tier 1, Tier 3, Tier 2, Tier 1

    • The Percentile Ranges contain the highest values for the top-most line ( Tier 1) and lowest values for the bottom-most line (Tier 3)

  5. Scoring Type: Raw Score

    • Max Score limit is 3000

    • Min Score limit is 0

    • Maximum Score (Max Score) must be larger than Minimum Score (Min Score)

    • If user edits Quantity Field (4, 5, 6), then additional lines are created.

    • If user edits Quantity Field (4, 5, 6), then score ranges are determine by an equal division from Max Score value to Min Score value for the number selected in the Quantity field

    • If user edits Quantity Field (4, 5, 6), then Tier Mapping locks the top most line as Tier 1 and the bottom most line as Tier 3.

    • The top most line contains the locked maximum value as the value entered for Max Value field

    • The bottom most line contains the locked minimum value as the value entered for Min Value field

    • Score ranges assigned to Tiers are mutually exclusive and all inclusive

    • There must be at least one of each for Tier 1, Tier 2, Tier 3

    • The Raw Score Ranges contain the highest values for the top-most line ( Tier 1) and lowest values for the bottom-most line (Tier 3)

  6. Validation: The default setting is for 3 lines and the order is: Tier 1, Tier 2, Tier 3. If changes are made to the Quantity field, then the topmost line is locked at Tier 1 and the bottom-most line is locked at Tier 3 after user selects from the Quantity field.

    • All tiers must be included at least once. We cannot show the tiers out of order from top to bottom so Tier 3 can never be shown in line 2 and Tier 1 can never be shown in the bottom most line for the quantity selected (Quantity field selection of 4, 5, or 6)

    • If the User enters into the Quantity field (4, 5, 6) we still need to keep the order for Tier mapping. An example with 4 selected in the Quantity field has these possibilities for the four lines with line 1 beginning with T1: 

      • T1, T1, T2, T3

      • T1, T2, T2, T3 

      • T1, T2, T3, T3

UI Description: Integration Settings-Field Mapping Tab

Field Mapping Tab

  1. Upload Sample Template

    • 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  1. Upload Sample Template

    • Required: csv,

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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.

  7. 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.

  8. 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

  1. Add New Integration Metadata

    • Users selects the Subject and selects or text enters the company, assessment name and optional description

  2. Establish Benchmark Criteria

    • User enters Quantity, Scoring Type, Benchmark Labels, determines Percentage / Raw score ranges and applies to Tiers

  3. 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.

  4. Save New Integration

    • User selects Save button to complete the new integration and new integration is added to the Assessment List page

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