Add New Page

The Add New Page is where users can add new data into the chosen database. At the top of the page there is some instructions for the user to read and hopefully help them understand how to use the page. Next to the instructions, in all databases except Individual 180 Days, a dropdown titled "Group Type" is where the user selects whether they want all entered data to have the group type of Renewal or Discontinuation. Next to the Group Type dropdown, in all databases, is a text input titled "Year." This input is where the user will enter what year they want all rows to have a Renewal Year of. Finally, in the Individual, Individual 180 Day, and Group databases, there will be another dropdown menu next to the Year input titled "State." This will show all available states found in the database of which the user can choose to add on to all of the rows that are going to be added to the database. Below the instructions and the inputs, a spreadsheet is given with all column names found in the database, allowing the user to enter all necessary data.

There are then 4 buttons at the bottom of the page. The first, "Add Another Row," creates a new row in the spreadsheet, so that the user can add more than one row of data at once. The second, "Duplicate Selected Row," duplicates any rows that have the checkboxes (found on the left of each row) checked. The checkboxes of the duplicates will show up red so that they can be identified. The third button, "Delete Selected Row," will delete the rows with their checkbox checked. Finally, the fourth button, "Save," will save all entered rows of data to the database. When pressed, a popup will appear showing the user which Group Type, year, and state (if applicable) all data will be saved to. Once the user presses the confirm button, if there are any columns whose data has been entered incorrectly to what the database wants, then a new popup will appear. This popup will show how many rows have data entered incorrectly, and from a dropdown the user can choose which row to learn more about. Once the user selects a row they want to look into, they will see all the column names with incorrectly formatted data, and an explanation as to why the data is incorrect. The user can then exit out of the popup to fix the column data, or they can go back to the last popup and choose to look at another row.

Search Page

The Search Page is where a user can choose to search within different columns of the chosen database, with all search terms having to appear in a row of data for it to show up in the spreadsheet. If the user doesn't enter anything within the columns, then the entire database will be queried. The number of search boxes and columns that can be searched are determined by the database that the user has chosen to work in, but many are the same across multiple databases.

In every database there are at least 2 different ID search boxes, with either a 3rd that asks for another ID or a name. After, may be able to choose the Group Type they want to search for, which will be either Renewal or Discontinuation. Another search box that is found in all of the database search pages is Year, which allows the user to search within a specific year. Within all databases besides Idaho, the user can also choose to search within a specific state, which is populated from all found states within the data in the database. Finally, all search pages allow the user to search for any duplicates. If the user had previously been within the Search Results page and duplicated a row but didn't change anything within it, making 2 rows look exactly the same, then there are able to use this search to find and change it.

Search Results Page

The Search Results Page is where all data within the chosen database, and which has all searched terms within it if any were given. It is the page where current data within the database can be duplicated, deleted, and modified before being saved back into the database.

At the top of the page, underneath the header, will be where the given search terms will show up to remind the user of what data they asked to be shown. Alongside those search boxes—which cannot be changed on this page—will be different sort and display options. The first option title "Sort By" allows the user to pick from a couple of different column names to sort by. When the user is first navigated to the Search Results page all data is sorted by Renewal Year in descending order by default, but the user can choose to change that. In addition, the next option titled "Display Order" then allows the user to decide whether they want the sorted data to be shown in ascending or descending order. Finally, the last option titled "Hide/Show Column Name" allows the user to pick from a dropdown of all column names within the database, and hide/show any within the spreadsheet. Once clicked on, hidden columns will be shown in the dropdown menu with a red background, and can be clicked on again to show the column within the spreadsheet, and change its dropdown background back to white. Any number of columns can be hidden at one time, and this does not take that data away from the database if it is saved.

In the middle of the page, underneath the search terms and display options is the spreadsheet. This is where all data queried using the search terms, if given any, is shown. The user is able to click on any cell within the spreadsheet and change it, but no changes to the data will be saved until the Save button is clicked, allowing the user freedom to change things without fear of automatically messing up something within the database. To the left of the spreadsheet are numbered checkboxes that correspond with the row of the same number. Checking and unchecking these checkboxes will allow the user some functionality. Right below the spreadsheet there are also components that allow pagination of the data. The user can choose to change the number of items that show up in the spreadsheet, which default to 10 on navigation, as well as choose which page they want to be on.

Finally, below the spreadsheet are 5 multicolored buttons. These buttons allow the user to interact with the data beyond changing what is found in the cells. The first button found is titled "Copy Selected to New Year." Any rows that have their checkboxes checked before pressing this button can be duplicated with a different Renewal Year. Once the button is clicked, a popup will explain to the user that they need to enter the year they want to copy these rows to, as well as how many rows will be copied. When the confirm button is pressed, new rows will pop up underneath the checked ones, with all data being the same except the Renewal Year, which now holds the year given by the user. Next, there are 2 buttons that are also seen within the Add New page. These are "Delete Selected Row" and "Duplicate Selected Row." The delete button will delete any rows whose checkboxes were checked, and the duplicate button will fully duplicate any rows whose checkboxes were checked. After that is the "Save Changes" button. This button is to be pushed when the user wants to save all changes to the database, and will bring up a popup making sure the user wants to save their data. Once they confirm their save, if all data is formatted correctly and there are no errors, then they will meet a popup explaining that data has been modified, added, and/or deleted, depending on the changes made. If there were errors, then a new popup will appear showing the user the row numbers and column names that contained errors, as well as the specific problems within them. Finally, the last button is titled "Export to CSV." Given the needs of the client this website was created for, clicking this button will download to the user's computer a CSV file containing all data within the spreadsheet on the current page.