We need to provide a report detailing the lesson resources accessed by both educators and students for Skills platform.
User Story: As an admin, I want to see which lesson domains staff and students have accessed, so I can ensure we are addressing all areas our special education students need to succeed.
Acceptance Criteria:
Given I am an admin at an account that has purchased Skills (Abilities, Inclusion, Transition, Academic), I will see the Special Education Skills Report
Given I am an admin at an account that has NOT purchased Skills (Abilities, Inclusion, Transition, Academic), I will NOT see the Special Education Skills Report
Given I have selected multiple regions/buildings/roles/team members/students, I will see a tab detailing usage for each selection I have made
Given I have clicked on the export button on the main report, I will have the option to export as CSV or Excel
Given I have exported the main report, I will see a file containing the data from all tabs/selections
Given I have printed the main report, I will see a PDF of the currently viewed report
Given I am viewing a district or region report, I will not have access to the pop-up modal
DESIGN: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=3777%3A0
General Concept - Main Report
UI
When the user is on the Lessons tab and selects Special Education Skills in the drop down, they will see a table detailing usage for Skills.
We will show a tab for each region/building/role/team member selected
The table will show a row for each of the 19 lesson domains (and a row for all domains combined):
All Domains
School Readiness
Daily Living
Expressive Language
Motor
Play/Leisure
Pre-Academic
Receptive Language
Social/Emotional
Social Communication
Group Participation
Study Skills
Peer Interaction
Community
Home
Leisure
Social
Employment
Math
ELA
And a column for
Lesson Videos
Lesson Plans
Lesson Materials
Student Activities
Each column will be split into Users | Activities or Students | Activities - See business rules for details
The user needs to be able to sort the list by any column
Business Rules
This report will be available if any of the selected filter options have access to Skills
By default, we will sort alphabetically by domain. However, users should be able to sort by any column
All Domains row will show the number of unique users/students who accessed videos/plans/materials/activities from any domain, as well as the total videos/plans/materials/activities accessed, based on filter selections
The columns and sub-column headers (i.e. Users | Videos) need to remain static as a user scrolls down the page
Any cell with NA or 0 will not be clickable.
Lesson Videos
We will show Users | Videos
Users will show the number of users who accessed a lesson video for the specified domain
Videos will show the total number of videos accessed for that domain
We will count videos watched from the libraries or from the learning plan (any tab)
Lesson Plans
We will show Users | Plans
Users will show the number of unique users who accessed a lesson plan for the specified domain
Plans will show the total number of lesson plans accessed for that domain
We will count lesson plans viewed from the libraries or from the learning plan (any tab)
Lesson Materials
We will show Users | Materials
Users will show the number of unique users who accessed a lesson materials for the specified domain
Materials will show the total number of lesson materials accessed for that domain
We will count materials viewed from the libraries, my resources, or the learning plan (any tab).
QUESTION FOR DEVELOPMENT: Can we count materials accessed from my resources since we do not have a domain filter in resources?
Student Activities
We will show Students | Activities
Students will show the number of unique students who completed an activity for the specified domain
Activities will show the total number of activities completed for that domain
The only domains that have student activities are Expressive Language, Pre-Academic, Receptive Language, School Readiness, and Social/Emotional. All other domains will show NA for the Activities column and will not be clickable.
Export/Print
Export
When the user clicks the export button, we will export the data for all tabs (using tabs in Excel)
Print
When the user clicks the print button, we will print based on the currently viewed tab
We will print the table as shown on the screen based on selections
We will not print the filters, side panel, pill tabs, or drop-down menu
We will show a title on the report of Special Education Skills Lesson Domains Accessed from INSERT FILTER START DATE to INSERT FILTER END DATE
We will show a sub-title detailing the filter selections
Pop-Up Modal
UI
If the user clicks on the numbers within a column, they will see a pop-up listing the names of the users/students who accessed the activities for that domain and the number of activities each individual accessed
Lesson Videos
Heading will read Users who viewed Special Education Skills Lesson Videos
The sub-heading will list the domain
This report will list the name of each user who accessed lesson videos for the given domain, and the number of videos each user accessed, based on filter settings.
Lesson Plans
Heading will read Users who viewed Special Education Skills Lesson Plans
The sub-heading will list the domain
This report will list the name of each user who accessed lesson plans for the given domain, and the number of lesson plans each user accessed, based on filter settings
Lesson Materials
Heading will read Users who viewed Special Education Skills Lesson Materials
The sub-heading will list the domain
This report will list the name of each user who accessed lesson materials for the given domain, and the number of lesson lesson materials each user accessed, based on filter settings
Student Activities
Heading will read Students who completed Special Education Skills Activities
The sub-heading will list the domain
This report will list the name of each student who completed a Skills activity for the given domain, and the number of skills activities each student accessed, based on filter settings
Business Rules
For all lists of team members and students, we will show a load more button to decrease the amount of data we load at any given time.
Pop-Up Modal will not be available at the district or region levels
Lesson Videos
If a user clicks on the numbers in this column, we will see a list of all users who accessed the lesson videos for this domain within the date range.
Users should be listed alphabetically by last name but names should be written First Name Last Name
We will also show the number of lesson videos each user accessed for the given domain, within the date range.
Lesson Plans
If a user clicks on the numbers in this column, we will see a list of all users who accessed the lesson plans for this domain within the date range.
Users should be listed alphabetically by last name but names should be written First Name Last Name
We will also show the number of lesson plans each user accessed for the given domain, within the date range.
Lesson Materials
If a user clicks on the numbers in this column, we will see a list of all users who accessed the lesson materials for this domain within the date range.
Users should be listed alphabetically by last name but names should be written First Name Last Name
We will also show the number of lesson materials each user accessed for the given domain, within the date range.
Student Activities
If a user clicks on the numbers in this column, we will see a list of all students who completed an activity for this domain within the date range.
Students should be listed alphabetically by last name but names should be written First Name Last Name
We will also show the number skills activities each student completed for the given domain, within the date range.
Export/Print
Export
When the user clicks the export button, we will export the data for all activity types and tabs (using tabs in Excel)
We will show a separate tab for videos, plans, materials, and activities for each selection (i.e. building)
If this proves too large of a data load, we can adjust the logic
Print
We will export the full list of team members/students who accessed the given activity for the given domain.
We will print the report as it shows in the modal
District
Design
When filtered by district, we will show all results on one screen. There will be no tabs
Clicking on Export will export the data to Excel or CSV
Clicking on Print will print the report
Cells will not be clickable & Pop-Up Modal will not exist
Business Rules
This report will be available if the district or any of it’s child accounts the user has access to have been allocated Skills team member or student licenses.
We will calculate usage for all team members/students active within the date range
Lesson Videos
Users will show the number of users at the district or any of the child accounts the user has access to who accessed a lesson video for the specified domain within the date range
Videos will show the total number of videos accessed at the district or any of the district’s child accounts the user has access to for that domain within the date range
Lesson Plans
Users will show the number of unique users at the district or any of the district’s child accounts the user has access to who viewed a lesson plan for the specified domain within the date range
Plans will show the total number of lesson plans accessed for that domain by users at the district or any of the district’s child accounts the user has access to within the date range
Lesson Materials
Users will show the number of unique team members at the district or any of the district’s child accounts the user has access to who accessed a lesson material for the specified domain within the date range
Materials will show the total number of lesson materials accessed for that domain within the date range by users at the district or any of the district’s child accounts the user has access to
Activities
Students will show the number of unique students at any of the buildings the user has access to who completed an activity for the specified domain within the date range
Activities will show the total number of activities completed by students for that domain at any of the buildings the user has access to within the date range
Export/Print
Export
We will export the data as it is displayed on the screen.
Print
Same as above
We will show a subtitle listing the name of the district
Region
Design
When filtered by region, we will show a tab for each selected region
When the user clicks on a tab for a particular region, they will view the report for that region onlyClicking on Export will export the data to Excel or CSV
Clicking on Print will print the report
Cells will not be clickable & Pop-Up Modal will not exist
Business Rules
This report will be available if any of the selected regions or any of their child accounts the user has access to have been allocated Skills team member or student licenses.
We will calculate usage for all team members/students active at the selected region within the date range
Multi-account team members will be counted under each region in which they belonged within the date range.
If Team Member A belongs to Region A in September and views 3 videos and moves to Region B in October and views 0 videos, we will count the 3 videos under Region A and the 0 videos under Region B. This is also true for Students.
Lesson Videos
Users will show the number of users at the region or any of the region’s child accounts the user has access to who viewed a lesson video for the specified domain within the date range
Videos will show the total number of videos accessed at the region or any of the region’s child accounts the user has access to for that domain within the date range
Lesson Plans
Users will show the number of unique users at the region or any of the region’s child accounts the user has access to who viewed a lesson plan for the specified domain
Plans will show the total number of lesson plans accessed for that domain by users at the region or any of the region’s child accounts the user has access to
Lesson Materials
Users will show the number of unique team members at the region or any of the region’s child accounts the user has access to who accessed a lesson material for the specified domain within the date range
Materials will show the total number of lesson materials accessed for that domain within the date range by users at the region or any of the region’s child accounts the user has access to
Skills Activities
Students will show the number of unique students at any of the region’s child accounts the user has access to who completed an activity for the specified domain within the date range
Activities will show the total number of activities completed by students for that domain at any of the region’s child accounts the user has access to within the date range
Export/Print
Export
When the user clicks the export button, we will export the data for all regions selected (using tabs in Excel)
Print
We will show a subtitle listing the name of the region
🚩 Building
Design
When filtered by building, we will show a tab for each selected building
When the user clicks on a tab for a particular building, they will view the report for that building onlyClicking on Export will export the data to Excel or CSV
Clicking on Print a cell will print the report
produce the pop-up modal
Business Rules
This report will be available if any of the selected buildings have been allocated Skills team member or student licenses.
We will calculate usage for all team members/students active at the selected building within the date range
Multi-account team members will be counted under each building in which they belonged within the date range. This should include admins.
If Team Member A belongs to Building A in September and views 3 videos and moves to Building B in October and views 0 videos, we will count the 3 videos under Building A and the 0 videos under Building B. This is also true for Students.
Lesson Videos
Users will show the number of users at the building who viewed a lesson video for the specified domain within the date range
Videos will show the total number of videos accessed by users at the building for that domain within the date range
If a user clicks on the numbers in this column, we will see a list of all team members at the building who viewed the lesson videos for this domain within the date range. This list should include multi-account team members with access to that building.
Lesson Plans
Users will show the number of unique users at the building who viewed a lesson plan for the specified domain
Plans will show the total number of lesson plans accessed for that domain by users at the building within the date range
If a user clicks on the numbers in this column, we will see a list of all users at the building who viewed a lesson plan for this domain within the date range. This list should include multi-account team members with access to that building
Lesson Materials
Users will show the number of unique team members at the building who accessed a lesson material for the specified domain within the date range
Materials will show the total number of lesson materials accessed for that domain within the date range by users at the building. This list should include multi-account team members with access to that building.
If a user clicks on the numbers in this column, we will see a list of all users at the building who accessed the lesson materials for this domain within the date range.
Activities
Students will show the number of unique students at the building who completed an activity for the specified domain within the date range
Activities will show the total number of activities completed by students for that domain at the building within the date range
If a user clicks on the numbers in this column, we will see a list of all students who completed an activity for this domain at the building within the date range.
Export/Print
We Main Report
Export
When the user clicks the export button, we will export the data
Print
We will print the currently viewed tab
We will not print the filter, side panel, or pill tabs
Print in landscape
Show logo at top of page
Table should fill the page
- We will show a title of Special Education Skills Lessons by Topic for INSERT FILTER START DATE to INSERT FILTER END DATE
for all selected buildings (using tabs in Excel)
Print
We will show a subtitle listing the name of the building
Pop-Up Modal
We will export the full list of team members/students who accessed the given activity for the given domain.Export
When the user clicks the export button, we will export the data for all activity types and tabs (using tabs in Excel)
We will show a separate tab for videos, plans, materials, and activities for each building selected
Print
We will print the report as it shows in the modal
🚩 Role
Design
When filtered by role, we will show a tab for each selected role
When the user clicks on a tab for a particular role, they will view the report for that role only
Clicking on Export will export the data to Excel or CSV
Clicking on Print will print the report
Business Rules
This report will be available if any of the accounts the user has access to contain team members with the selected role have been allocated Skills team member or student licenses.
We will calculate usage for all team members/students active at the within the date range
If Team Member A is assigned to Role A in September and views 3 videos and is reassigned to Role B in October and views 0 videos, we will count the 3 videos under Role A and the 0 videos under Role B.
Students will be counted under all roles in which they are assigned to team members with the selected role
Lesson Videos
Users will show the number of users assigned to the selected role at all accounts the user has access to who viewed a lesson video for the specified domain within the date range
Videos will show the total number of videos accessed by users assigned to the selected role at all accounts the user has access to for that domain within the date range
If a user clicks on the numbers in this column, we will see a list of all team members assigned to the selected role in all accounts the user has access to who viewed the lesson videos for this domain within the date range.
Lesson Plans
Users will show the number of unique users assigned to the selected role at all accounts the user has access to who viewed a lesson plan for the specified domain within the date range
Plans will show the total number of lesson plans accessed for that domain within the date range by all users with the selected role at all accounts the user has access to
If a user clicks on the numbers in this column, we will see a list of all users assigned to the selected role at all accounts the user has access to who viewed a lesson plan for this domain within the date range.
Lesson Materials
Users will show the number of unique team members assigned to the selected role at all accounts the user has access to who accessed a lesson material for the specified domain within the date range
Materials will show the total number of lesson materials accessed for that domain within the date range by users assigned to the selected role at all accounts the user has access to
If a user clicks on the numbers in this column, we will see a list of all users assigned to the selected role at all accounts the user has access to who viewed the lesson materials for this domain within the date range.
Activities
Students will show the number of unique students assigned to team members with the selected role in all buildings the user has access to who completed an activity for the specified domain within the date range
Activities will show the total number of activities completed by students assigned to team members with the selected role at all buildings the user has access to for that domain within the date range
If a user clicks on the numbers in this column, we will see a list of all students assigned to team members with the selected role at all buildings the user has access to who completed an activity for this domain within the date range.
Export/Print
We will export the data as it is displayed on the screen for the current tab
Print
We will print the currently viewed tab
We will not print the filter, side panel, or pill tabs
Print in landscape
Show logo at top of page
Table should fill the page
We will show a title of Special Education Skills Lessons by Topic for INSERT FILTER START DATE to INSERT FILTER END DATE
We will show a subtitle listing the name of the role
Pop-Up Modal
We will export the full list of team members/students who accessed the given activity for the given domain.
We will print the report as it shows in the modal
Team Member
Design
When filtered by team member, we will show a tab for each selected team member
When the user clicks on a tab for a particular team member, they will view the report for that team member only
The team member columns on the report (i.e. Lesson Plans, Lesson Videos, and Lesson Materials) will not be clickable
Clicking on Export will export the data to Excel or CSV
Clicking on Print will print the report
Business Rules
This report will be available if any of the accounts the user has access to contain the selected team members have been allocated Skills team member or student licenses.
We will calculate usage for all team members/students active at the within the date range
If Student A is assigned to Team Member A in September and completes 3 activities and is reassigned to Team Member B in October and completed 0 activities, we will count the 3 activities under Team Member A and the 0 activities under Team Member B.
Students will be counted under all team members to whom they are assigned within the date range
Lesson Videos
Users will show 1 if the selected team member viewed a lesson video for the selected domain within the date range. If not, we will show 0.
Videos will show the total number of videos accessed by the selected team member for that domain within the date range
Not clickable
Lesson Plans
Users will show 1 if the selected team member viewed a lesson plan for the selected domain within the date range. If not, we will show 0.
Plans will show the total number of lesson plans accessed for that domain within the date range by the selected team member
Not clickable
Lesson Materials
Users will show 1 if the selected team member viewed a lesson material for the selected domain within the date range. If not, we will show 0.
Materials will show the total number of lesson materials accessed for that domain within the date range by the selected team member
Not clickable
Activities
Students will show the number of unique students assigned to the selected team member in all buildings the user has access to who completed an activity for the specified domain within the date range
Activities will show the total number of activities completed by students assigned to the selected team member at all buildings the user has access to for that domain within the date range
If a user clicks on the numbers in this column, we will see a list of all students assigned to the selected team member at all buildings the user has access to who completed an activity for this domain within the date range.
Export/Print
We will export the data as it is displayed on the screen for the current tab
Print
We will print the currently viewed tab
We will not print the filter, side panel, or pill tabs
Print in landscape
Show logo at top of page
Table should fill the page
We will show a title of Special Education Skills Lessons by Topic for INSERT FILTER START DATE to INSERT FILTER END DATE
We will show a subtitle listing the name of the team member
Pop-Up Modal
We will export the full list of team members/students who accessed the given activity for the given domain.
We will print the report as it shows in the modal
Student
Design
When filtered by student, we will show a tab for each selected student
When the user clicks on a tab for a particular student, they will view the report for that student only
The team member columns will show NA
The student column on the report (i.e. Activities) will not be clickable
Clicking on Export will export the data to Excel or CSV
Clicking on Print will print the report
Business Rules
This report will be available if any of the selected students belong to buildings that have been allocated Skills student licenses.
We will calculate usage for all team students active within the date range
Lesson Videos
Will show NA
Lesson Plans
Will show NA
Lesson Materials
Will show NA
Activities
Students will show 1 if the selected student completed an activity for the selected domain within the date range. If not, we will show 0.
Activities will show the total number of activities completed by the selected student for that domain within the date range
Not clickable
Export/Print
We will export the data as it is displayed on the screen for the current tab
Print
We will print the currently viewed tab
We will not print the filter, side panel, or pill tabs
Print in landscape
Show logo at top of page
Table should fill the page
We will show a title of Special Education Skills Lessons by Topic for INSERT FILTER START DATE to INSERT FILTER END DATE
We will show a subtitle listing the name of the student