PacificEMIS / Pacific-SIS

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Robust and intuitive search of student record on add #641

Open ghachey opened 11 months ago

ghachey commented 11 months ago

The typical workflow for adding students should be

  1. Verify if student is already in system, if so use that profile, if not,
  2. Create new student profile

This process is often not followed correctly in practice. A better approach would be to integrate it with the Add New student (and this can then be done exactly in the same way for teachers, etc.) feature. As one starts creating a new student, upon entering at least the first and last name, the system does an async call to search for a list of similar first and last name students already in the system. If found, it interrupts the creation of the new student with a pop-up windows that says something like:

"There are already students with similar names in the system. Perhaps the student you are trying add is already in the system. To avoid duplicates, have a look at the list below to make sure the student you are trying to add does not already exist".

Just below the notification above (in the pop up window) the list of students already in the system closely resembling the student that the person was just about to enter would be listed there with the (Student ID, First name, Last name, Date of Birth, Last School Attended). With these field the user could make a decision of either choosing the student from the list as the one they were trying to Add, opening its profile and thereby avoiding the duplicate creation. Or if they confirm if it none of those listed students could click on "Proceed to Add New Student".