Differences

This shows you the differences between two versions of the page.

--- term_edit_weighting [2017/01/09 10:25]
127.0.0.1 external edit
+++ term_edit_weighting [2018/10/18 15:10] (current)
72.38.112.148 [Tab Strip]
@@ Line 1: / Line 1: @@
-===== Term Edit General =====
+===== Term Edit Weighting =====
-The Term general edit page allows users to edit general information for a Term record.  This includes its title, effective and expiry dates and links back to an external system.  Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database.  Note: User rights might be restricted by [[security_edit_forms|Form rights]], [[security_edit_banks|Bank rights]] or the record being [[glossary#Record Locking|locked]].
+The Term Weighting edit page allows users to select [[stats_concepts#statsid|Stats Sets]] to link to a Term, edit their weightings and Calculate term results.  Note: User permissions might be restricted by [[security_edit_forms|Form permissions]], [[security_edit_banks|Bank permissions]] or the record being [[concepts#Record Locking|locked]].
-{{:termeditgeneral.png?600|}}
+{{:termeditweightingselect.png?600|}}
+==== Selecting Stats Sets ====
+The Term Edit Weighting page is comprised of a Stats Set selection grid on the top and a Stats Set Weighting grid on the bottom.  To select a Stats Set or Sets, click, ctril-click or shift-click rows in the Stats Set selection grid.  To learn more about selecting records click [[general_navigation_grids#Selecting Records|here]].
-==== Tab Strip ====
+Once a Stats Set or Sets are selected, click the ** Add Stats Set** button.
-The tab strip at the top of the page allows the user to go back to the Term entry grid [[term_entry|Selection]] or to the [[term_edit_weighting|Weighting]] page.
-=== Term Fields ===
+==== Edit Weightings ====
-^ Field ^ Description ^
+Once Stats Sets have been added to the Term, their weightings can be modified.  A weighting on a stats set is a modifier applied to the Stats Sets Value Total to create a weighted Value Total.  All of the Weighted Value Totals across all of the Stats sets are aggregated to create a Term Value total that the Candidates are ranked on.
-| Term ID | Will populate automatically when the Term is created. Unique identifier of the Term. |
-| Title| A brief description for the Term record. |
+To edit a Stats Set weighting, click the edit pencil on the left of the Stats Set row.  Modify the weighting and click the check mark to apply the change.  Note: Weightings are entered as values between 0 and 1.  To assign a 40% weighting enter it as 0.4.
-| Program | A reference to the External system the Term will pass data back to.  In this case CMAS (FIXME link)|
-| Effective Date | By default, on most tools, only effective/non-expired records are available to be selected.  Either to be edited or linked to another record.  An effective record is a record with an Effective Date prior to today.  By default, the Effective Date is set to the previous day on all newly created records.|
+To delete a Stats Set from the Term, click the X to the right of the Stats Set row.
-| Expiry Date | By default, on most tools, only effective/non-expired records are available to be selected.  Either to be edited or linked to another record.  An expired record is a record with an Expiry Date prior to today.  By default, the Expiry Date is set to December 31, 2100 on all newly created records.|
+{{:term_edit_weighting_added.png?600|}}
+==== Calculating a Term ====
+Once the Stats Sets are selected and properly weighted the term canc be calculated.  To calculate the Term Results of aggregated scores and rankings, click the **Calculate Term** button.
+{{:term_edit_weighting_calculate.png?600|}}
+The Term calculations may be a lengthy process depending on the volume of candidate records across the selected Stats Sets.  So, when the Term calculations start the user is redirected to a processing page.  This page will indicate process of the Term calculations.  When the process is complete, the user can then access the aggregated data from their external applications.
+{{:term_edit_weighting_calculating.png?600|}}
+==== Tab Strip ====
+The tab strip at the top of the page allows the user to go back to the Term entry grid [[term_entry|Selection]] or to the [[term_edit_general|General]] page.  Audit will navigate to the [[audit|Audit page]] and displays Audit information for the selected record.