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[Placeholder for UXD] Create UX Design for managing Competency Rule Profiles at Organization, Course, or Taxonomy levels. #645

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Description

@thelmick-unicon

Blocked on: Team discussion in this Slack thread, which raises open questions about the CompetencyRuleProfile data model and permission model — most relevant here: whether the taxonomy scope can be null (affecting how "system default" and org/course-only profiles are filtered and listed), whether a reverse lookup from a profile to the content it governs belongs on this endpoint or a separate one, and the platform-admin/org-staff read/write permission split. Also depends on #613 (CBE core data models) landing first. Write the full ticket immediately after these are resolved and documented.

Use Case
As an instance administrator, I want a clear UX for creating, editing, and viewing a Competency Rule Profile at the organization, course, or taxonomy level, so that I can define reusable rule defaults once instead of duplicating rule configuration on every criterion, and so anyone authoring criteria can tell at a glance which level's rule actually applies.

Description
Current state: No CompetencyRuleProfile UI exists. The model is defined only in proposal-status ADRs as "a reusable rule definition (rule type plus payload) scoped to an org/course/taxonomy, so criteria can share a profile and override it when needed." This is greenfield: no backend API, no authoring surface, nothing to reference visually.

Requested change: produce UX design artifacts for the three CRUD-ish flows (create, edit, view) of a rule profile at each of the three scope levels, plus a way to show the fallback/precedence order when levels overlap. Out of scope: any backend or frontend implementation, profile versioning, and delete.

Acceptance Criteria
This is a design spike. The deliverable is design artifacts and documented decisions, not working code. There is no Gherkin and no QA path.

  • Figma flow: create a rule profile at org, course, and taxonomy scope
  • Figma flow: edit and view an existing profile at each scope
  • Wireframe/annotation showing how precedence is surfaced when an org, course, and taxonomy profile could all apply to the same criterion
  • Each Open Question below resolved and documented with rationale
  • Handoff notes for the dependent frontend implementation ticket

Open Questions

  • [BLOCKING] Who can manage a profile at each level — instance admin only, or can course authors manage course-level profiles? (Determines permission-gating in the design.) Options: A) admin-only at all levels, B) admin for org/taxonomy, course author for course-level. Recommended: B, matches the existing taxonomy admin/course-author read-only split noted in cbe-project-context.md.
  • [non-blocking] Does "managing" include delete, or is this create/edit/view only for now? Recommended: create/edit/view only; deleting a profile that criteria already reference likely needs its own confirmation-flow ticket.

Activity

  1. moved this from Todo to Needs additional details in Competency Criteria and Student Progresson Jul 8, 2026
  2. moved this from Needs additional details to Out of scope / Nice to Have in Competency Criteria and Student Progresson Sep 4, 2026
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