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Software practice / Simulated SME process

Check before
you import.

Turn expert rules into a procedure someone can use.

Repair a rejected staff roster, then catch a change that passes validation but was never authorized. A focused practice sample for the people who administer learning systems.

RelayWorks Roster import

Preview / existing employee

Review the change against its source.

Work email
Changed Requested
Team assignment
OPS → SUP Check the source

Validation checks structure.
The reviewer checks authorization.

Audience
New training-operations coordinators importing a staff roster.
Performance task
Correct a file from an approved source, review the changes and preserve unaffected records.
My role
Learning design, rule-to-practice mapping and language review.

The design decision

Check each change against its approved source.

The initial fictional request was to explain roster imports. I narrowed the performance task to two observable jobs: repair a blocked file from an approved source, then review a valid update before applying it. The simulated rule analysis separates what validation checks (structure) from what the coordinator must check (source, authorization and unaffected records).

A short reference handles the repeatable steps; two editable tasks let learners correct a blocked batch and catch a valid-but-unauthorized change. Row-specific feedback supports correction and retry, while edits clear readiness so the learner must validate and review again. These are design choices in the fictional sample, not evidence from a real product or learner pilot.

Repair a blocked batch

Use an approved people-data extract to resolve an invalid identifier and an unknown team code. A guessed identifier can have the right format and still identify the wrong record.

Inspect a valid update

Review changed fields for an existing person. An allowed team code can still be an unapproved assignment. People absent from this batch must remain unchanged.

Working with expert content

The questions change the design.

This is a simulated SME exercise. The product-operations role, initial memo, answers and proposed review changes were authored for this portfolio. No real expert interview or stakeholder approval is claimed.

Question to resolveDesign consequence
Does validation prove that a change is authorized?Separate the structural check from an explicit source review. The second task deliberately passes validation.
What identifies the same employee after an email change?Keep the identifier visible in the preview and distinguish an update from an addition.
What happens if a row is missing or the file is edited?Show retained records in the result; clear readiness after an edit and require fresh validation and review.

Read the simulated SME record and rule-to-design map ↗

Language and interaction

Keep the evidence close to the decision.

The approved source, team directory and current records stay available during practice. Field labels use the product’s exact terms; feedback explains them in plain language. Names and identifiers retain their source spelling and formatting.

Learners edit a small table, validate it, inspect a preview and confirm the changes. Errors identify the affected field and explain the consequence. There is no timer, required audio, drag-only action or file upload.

Review and evidence

What this sample can demonstrate.

The working sample demonstrates procedural decomposition, expert-question design, traceable rules, state-based feedback and a performance-support companion. It does not demonstrate an actual client engagement or prove that the training improves performance.

Browser, zoom, screen-reader and intended-user review remain pending. Automated checks establish tested logic only. Read the accessibility notes.

What I would validate next

Test a fresh batch with the real system’s rules.

First, a product SME would verify the schema, matching behavior, error handling and authorization process. New coordinators would then attempt a different batch using its approved source. I would observe source use, field accuracy, detection of unauthorized changes and preservation of unaffected records, then revise the guidance around the errors they actually make.

Self-directed concept. RelayWorks and its rules are fictional. No product-SME validation, learner pilot or measured business results are claimed.