Logs

Why do we need the feature?

Manual csv uploads are an integral part of the value proposition of Compass - it’s one of the most widely used methods for feeding data into the system apart from integration. When the user uploads the data (user/event), the Logs feature helps the end user to see the status of the corresponding upload in real time (uploading/ completed) with the number of records created/skipped once the upload completes.

The UI under uploads have 6 user data points for end users to see for themselves and monitor their uploads against them:

  • File Name - name of the csv file uploaded

  • Upload Date - date when the upload was attempted

  • Uploaded By - admin name, based on the current login

  • Uploaded To - name of the datasource/user template

  • Records Created - no. of records created in DS post upload

  • Records Skipped - no. of records skipped

While the first 4 elements help maintain logs and information about uploads made in the past, ‘Records created’ and ‘Record Skipped’ helps end users determine whether the corresponding upload was successful.

Using the Feature

As soon as the user uploads a file in a corresponding event/user template, a corresponding record is added in the top of the Logs page/table stating the status of the upload as ‘Processing’ under Records created (please see screenshot below for reference):

A successful upload is indicated by the expected number of records under ‘Records Created’ and zero under ‘Records Skipped’.

The number of record(s) that fail to upload can be viewed under the ‘Records Skipped’ column - by downloading the csv file by clicking on the download button next to this number, we can view these records and the reason for the failure as the error message in the last column of the downloaded csv.

The expectation/next step is to fix these errors and reupload the file for the complete data upload.

Example Use Case

In the below example, two records are being uploaded but one has a different date format that what is expected in the template (dd-mm-yyyy)

Based on the error message in the last column of downloaded error file from Compass, the end user is expected to make the rectification and upload the same file:

Below listed are the various error messages for upload on Compass and ways to handle them: <Product Input>

UI Elements

Below screenshot shows the landing page of Logs.

The main UI elements are as follows:

  • File Name - name of the csv file uploaded

  • Upload Date - date when the upload was attempted

  • Uploaded By - admin name, based on the current login

  • Uploaded To - name of the datasource/user template

  • Records Created - no. of records created in DS post upload

  • Records Skipped - no. of records skipped

Other UI elements include:

  • Rows per page - Dropdown to select number of records to be displayed from the option 10, 25, 50, 100 for pagination at the bottom right, element 1

  • Arrows - To navigate to next or previous page, grayed out based on the current page the user in on (first/last) at the bottom right, element 2

  • Search - Magnifying glass icon where user/admin who made the upload can be searched for, returning all corresponding uploads made by the user at the top right, element 1

  • Filter - The records can be filtered on the basis of three input fields - Date range of upload (Uploaded On), the uploader (Uploaded By), and the datasource to which the data was uploaded (Uploaded To). The user can choose the filters accordingly and Apply or Reset the filters at the bottom of the pop-up (see below screenshot for reference)

Feature Details

Name

Logs

Description

This feature helps end users to monitor the various parameters pertaining to all uploads on Compass

Vision

Monitoring the uploads on Compass

Goals

Enable end users to be able to monitor the uploads made by them

Keep a log of all uploads in the A/c along with timestamps

Personas

Admin

Not doing

NA

Acceptance criteria

1. Creation of a record showing upload in progress

2. Values populated against Records created and Records skipped for all uploads

Additional details NA

Release <Product Input> (Product Team)

Release

Release name

Date

Release date

Initiative

Initiative that the release relates to

Features

List the key features included in the release

Milestones

Release milestones

Dependencies

Release dependencies

Analytics

How long it takes for people to interact with the feature for the first time, measure of ease of use and adaptability

Fairly simple to understand, self explanatory verbatim on the UI

How often feature is being used

Critical feature, hence used frequently

How long users spend interacting with the feature

Depends on the frequency of upload, used/referred to with each upload

Abandonment rate

None, as this is a critical and frequently used feature

Future work, optional

<Product team to fill in>

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