Flag Documents for QA

The Flag Documents for QA screen allows a PASIprep user to search for and select multiple student document records to flag for QA Review.

The expected uses for this screen are as follows:
School User Logged In

  • School completes a search for documents that could be flagged for QA which were created by their school

Authority User Logged In

  • Authority completes a search for documents that could be flagged for QA which were created by one of their Schools
  • Authority completes a search for documents that could be flagged for QA which were created by the Authority

Ministry User Logged In

  • Ministry user completes a search for documents that could be flagged for QA which were created by a School
  • Ministry user completes a search for documents that could be flagged for QA which were created by an Authority
  • Ministry user completes a search for documents that could be flagged for QA which were created by the Ministry

This screen allows the users to find documents by the following criteria:

  • By Organization
  • By Document Type
  • By Created By User
  • By Created Date

This screen follows the PASIprep List Items Template.

Secured By

In order to access this screen the user must:

If the security requirements are not met, user will be denied access and will see an unexpected error instead, as defined in the PASIprep UI Guidelines.

Header Elements

Page TitleFlag Documents for QA
SubtitleProvides list of all student documents that are not pending QA review by organization.

Search Criteria

The context bar allows a user to enter the search criteria to be used to select the list of records to display on the screen.

Search Criteria Data Fields

The following fields are included as search fields on this screen.

Created By Organization

This mandatory field allows a user to find all documents meeting the criteria for the organization selected. The values available in this field are limited to only organizations that the user can access information for.

  • Where the user is a School user, this field displays as read-only and defaults to the school for that user.
  • Where the user is an Authority user, this field displays as a Select with Autocomplete Combobox, which defaults to the user’s authority organization. The user may override this value to select one of their schools.
  • Where the user is a Ministry user, this field displays as a Select with Autocomplete Combobox, which defaults to the Ministry’s organization. The user may override this value to select an Authority or School.
Category Type

This optional Select with Autocomplete Combobox displays the short description for all document categories available in PASI in alphabetical order. Default to “Blank”. Blank means that all results will be returned for all document categories. Where a Category Type has been specified, only student documents with a Document Type relating to that Category Type will be returned. Only one value may be selected at a time.

Document Type

This optional Select with Autocomplete Combobox displays the short description for the document types available in PASI, in alphabetical order. Where the user selects a Category Type, the Document Type dropdown will be refreshed to only list Document Types related to that Category Type. Default to blank. Blank indicates that all records for all document types should be returned. Where a Document Type has been specified, only student documents with that Document Type will be returned. Only one value may be selected at a time.

Uploaded Start Date

This mandatory date field defaults to the current date – 1 month. This may be overridden by the user with a date value of up to 365 days in the past from the current date.

E.g., If the current date is Apr 11, 2018, the start date could be Apr 11, 2017. Entering this value will narrow down the records returned to only ones with an Uploaded Date that is equal to or greater than the Uploaded Start Date.

Uploaded End Date

This mandatory date field defaults to the current date and may be overridden to a date value of up to 365 days in the past from the current date. The Uploaded End Date must be equal to or greater than the Uploaded Start Date specified.

E.g., If the current date is Apr 11, 2018, we would expect that the user could enter an uploaded start date of Apr 11, 2017 and an End Date is Apr 11, 2018, providing them with up to 1 year worth of data from the current date. Entering this value will narrow down the records returned to only ones with a Uploaded Date equal to or less than the Uploaded End Date.

Relevant?

This optional dropdown allows a user to find only documents that are relevant or not. Values of Blank, Yes & No available. Defaults to Blank. Where the user selects Yes, all documents meeting the other criteria with Is Relevant = Yes value will be returned. Where the user selects No, all documents meeting the other criteria with Is Relevant= No value will be returned. Where the user selects blank, all documents meeting the other criteria will be returned, regardless of the Is Relevant value.

Digitized?

This optional dropdown allows a user to find only documents that have been digitized or only documents that have not been digitized. Values of Blank, Yes, No available. Defaults to Yes. Where the user selects Digitized? = Yes, all records meeting the other criteria with Digitized? = Yes are returned. Where the user selects Digitized? = No, all records meeting the other criteria with Digitized? = No are returned. Where the user selects Digitized? = Blank, all records meeting the other criteria are returned.

Exempt from QA?

This optional dropdown allows a user to find only documents that are or are not exempt from QA. Displays a Blank, Yes, No. Defaults to No, Where the user selects Exempt from QA? = Yes, all records meeting the other criteria with Exempt from QA? = Yes are returned. Where the user selects Exempt from QA? = No, all records meeting the other criteria with Exempt from QA? = No are returned. Where the user selects Exempt from QA? = Blank, all records meeting the other criteria are returned.

Processing for {Clear}

  • Where the user selects the Clear button, the search criteria will be cleared.

Where the Search button is selected, PASIprep will:

  • Validate the search criteria entered
    • Ensure that the data values entered for Create Start Date and Create End Date are reasonable and are within the last year.
  • Find records matching the search criteria where:
  • Populate the data grid with the matching records.
  • A maximum of 10,000 records are to be returned by this search. Where more than 10,000 records are returned, a message will display to the user:

Search Results

The search will result in records being returned to the user.

Search Result Columns

The following columns are included on this screen.

    • Links to the View Student Document Details screen for the record
    • This column is always visible if the user can access this screen.
    • The view icon is always visible for records returned on this screen because only records that a user can flag for QA will be returned by the search.
    • This column is always visible from this screen.
    • An indicator icon will be returned for a record in the grid where at least one of the following is true:
    • An outstanding student document problem report exists on at least one of the student documents.
    • Important: In the future, if any student-document specific warnings/advices are introduced, the following logic needs to be added: An outstanding core alert exists for the document for the student.
  • ASN – returns the ASN of the student on the student document record.
  • Student Name – returns the preferred name of the student on the student document record.
  • Last Name - returns the last name of the student’s preferred name on the student document record.
  • Suffix – returns the suffix of the student’s preferred name on the student document record.
  • First Name – returns the first name of the student’s preferred name on the student document record.
  • Middle Name – returns the middle name of the student’s preferred name on the student document record.
  • Category Type – returns a comma delimited list of document categories that are related to the document type on the student document record. Where only one category is returned, no commas needed.
  • Document Type – returns the document type on the student document record.
  • Title – returns the document title on the student document record.
  • Quality Assurance Status – returns the current QA status on the student document quality assurance record.
  • Exempt from QA? – returns the exempt from QA value from the student document record.
  • Uploaded Date/Time – returns the created date on the student document record.
  • Created By Organization – returns the organization of the user that created the student document record. This organization matches the organization specified within the Created By Organization search criteria.
  • Uploaded By User– returns the user that created the student document record.
  • Linked to Organization – returns the organization description of the linked to organization on the student document record, where one exists.
  • Linked to Organization Code – returns the organization code of the Linked To Organization on the student document record.
  • Linked To Organization Name – returns the current organization name of the Linked To Organization on the student document record.
  • School Year – returns the school year on the student document record, where one exists.
  • Relevant? – returns the relevant value of the student document record.
  • Digitized? – returns the digitized value on the student document record.
  • Last Updated – returns the Last Updated date on the student document record.
  • Reference # – returns the unique reference id on the student document record.

Search Result Views

No QA History (default)

Quality Assurance Status is filtered to only include records that have never had QA Completed, meaning that they currently do not have a QA record.

By default, the following columns are displayed in the following order:

  • ASN
  • Student Name
  • Category Type
  • Document Type
  • Title
  • Uploaded Date/Time
  • Uploaded By User
  • Linked to Organization
  • School Year
  • Relevant?
  • Digitized?
  • Last Updated

The data in the grid is sorted by Uploaded Date/Time in ascending order.

Not Pending QA

Quality Assurance Status is filtered to only include records that do not have a current QA status of “Pending”.

By default, the following columns are displayed in the following order:

  • ASN
  • Student Name
  • Category Type
  • Document Type
  • Title
  • Quality Assurance Status
  • Uploaded Date/Time
  • Created By Organization
  • Uploaded By User
  • Linked to Organization
  • School Year
  • Relevant?
  • Digitized?
  • Last Updated

The data in the grid is sorted by Uploaded Date/Time in ascending order.

Data Grid Action - Flag for QA

The Flag for QA action can be performed by selecting one or more records from within the data grid and selecting the corresponding action.

This action is always available above the search results data grid.

Selecting Flag for QA launches the Confirm Flag Documents for QA dialog.

Confirm Flag Documents for QA Dialog

This PASIprep Dialog - Alert/Confirmation/Information dialog allows a user to confirm that they would like to proceed with setting the selected student documents to pending QA.

Actions

No Action

When selected, this will close the dialog with no changes saved.

Yes Action

This action is the default action on the dialog.

When selected, this action will update the QA Status to “Pending” for every record selected. This is accomplished via the Submit Student Record Document Quality Assurance service.

After processing the records, the dialog closes and the Flag Documents for QA screen is refreshed with the search previously entered by the user.