Tech Document

Sitewide

Existing

• Invitation system
  • Simplified
• Landing Page
• Home
  • Updated to be more action focused
• FAQ
  • Updated with new tools information
• User Accounts
  • User Type: District or Network Partner
  • User Permissions: Facilitator, Participant , or Viewer
    • Viewer unnecessary because “Share” link functionality
  • District users can be facilitator or participant
  • Network partner users can only be facilitator

New

• Event based analytics
  • Invitations sent & accepted
  • User type as custom dimension
• Navigation
  • Top level navigation updated to show only existing tools
• Public tool landing page
  • Ability to sign in or create account in modal

Toolkit wide

• On boarding that includes: * Facilitator can add District Goals in modal
  • Facilitator can add Learning Questions in modal
  • Facilitator creates inventory modal
• Users can see progress bar throughout tool
  • Users can click to any point in the pathway
• Header includes:
  • Inventory / Assessment name provided by facilitator in Create inventory modal
  • Facilitated by: Facilitator Name(s)
  • Participants: Participant Name(s)
• Sidebar follows users as they scroll and includes:
  • CTA to proceed to next step (e.g., Save & Continue) * District Goals (editable by facilitator in modal)
  • Learning Questions (editable by facilitator in modal)
  • Tool Help (static content & links)

Inventory

• Product Inventory: users view list of added products
  • Default Summary View columns:
    • Product Name
    • Vendor
    • Purpose
    • Usage
• Data Inventory: users view list of added data systems
  • Default Summary View columns:
    • Data Type
    • Data Capture
    • Who Enters Data
    • Who Accesses Data
• Both Inventories
  • Users can Show/Hide Column View Options
  • Users can select or remove columns from summary view
  • Users can search inventory
  • Users can sort columns (alpha-numeric)
  • Users can Add Product Entry / Add Data Entry
    • Field types include Select One, Select Multiple, and Open Text Box
  • Users can check box for a row to:
    • Tag Participant: Adds participant to district (send email in next step)
    • Edit entry: Opens Product Entry / Data Entry modal (only enabled if single row is selected)
    • Delete entry: Opens “Are you sure?” modal
• Whole inventory
  • Users can share link
  • Users can export Excel

Assessment

• Whole Assessment
  • Facilitators can see collapsed categories & definitions
  • Facilitators can see corresponding numbers and status (color) in Saved Responses (sidebar)
• For each category (number):
  • Facilitators can select either High Level or Deep Dive
    • High Level shows ratings at category level
    • Deep Dive shows ratings at sub-category and category level
  • Facilitators can add Supporting Products from inventory (modal)
  • Facilitators can add Notes in text box
  • Facilitators can rate at category or sub-category level
  • Rating changes color of number on left-hand side and in sidebar
  • Facilitators can Save Response

Report

• Sharing results
• Create PDF
• Create spreadsheet
• Send link