Problem:
When configuring opportunities that might have "baseline" and "preferred" requirements, it is often necessary to set up multiple qualification groups that have some shared conditions. Right now, this user experience is ... kind of bad, mainly for two or three reasons:
When duplicating a group and adding new qualifiers, these qualifiers are often shown in a different order than the original group's. This is a readability problem, and it's especially bad if you're coming back later to simply examine or update these multiple qual groups.
There is not an easy visual way to identify which qualifiers are held in common among several groups. The user has to carefully read through each qualifier in each group in order to see what is or is not different compared to some other group.
Possible solutions:
Rework our styling on qualification groups so that qualifiers are shown in a LIST instead of a CLUSTER, in order to enhance readability. I can think of two ways we could do this: #1 qualifiers are ordered alphabetically or by order-created, so that they show in a predictable sequence, and #2 show qualifiers aligned-left and one-per-line so that the eye can easily skim them.
Add a new button near the top to "highlight differences" or something along those lines. This would have an effect similar to Excel's "highlight duplicates" -- whenever the button is enabled, we will use color-coding to highlight any qualifiers that show up in common among other groups.
Employee Name | Ian Schumann |
Client Name "shard name" | esc, calalumni |
User | Opportunity Admin |
Functional Unit | Qualifications |
From CSULB in merged enhancement:
We would like to request the ability to move the order of qualification groups similar to moving the order of a question. This allows us to more easily manage our various qualification groups.
As a side, if there is every conversations about improving the qualifications interface, please include me. We have some opportunities with over 20 qualification groups and data points with hundreds of options (e.g., Academic Plans) and it because difficult to maintain and work with.
From CalAlumni: For the question “most of our scholarships are supported by endowment funds, some with special terms. Please select the characteristics that apply to you” - currently, if we want to add in multiple criterion within this field, it only shows up as “or” options. It would be great if we had an “and/or” option, so we can keep all restrictions in the same qualification group.
We currently plan to alphabetize the qualifications.