We will create a report that details the activities users completed in order to prep for a SEL lesson. Prep activities include lesson videos, lesson plans, and lesson materials.
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 SEL SEL, I will see this report
Given I am an admin at an account that has NOT purchased SEL SEL, I will NOT see this report
Given am viewing this report, I will not be able to filter by students
Given I have selected multiple regions/buildings/roles/team members, 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, region, or team member report, I will not have access to the pop-up modal
Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=6498%3A58832
General Concept
Design
When the user is on the Lessons tab and selects Social Emotional Learning in the drop down, and then selects Prep, they will see a table detailing usage for prep activities for SEL.
We will also show a filter for Tier. The options are:
All Tiers
Tiers 1 & 2
Tier 3
We will also show a filter for Grade. The grades available are:
All Grades
Kindergarten
Grade 1
Grade 2
Grade 3
Grade 4
Grade 5
Grade 6
Grade 7
Grade 8
Grade 9
Grade 10
Grade 11
Grade 12
Grades PK-2
Grades 3-5
Grades 6-8
Grades 9-12
We will show a tab for each region/building/role/team member selected
The table will show a row for each of the lesson domains:
All Domains
Awareness of Self & Others
Self-Management
Social Skills
Social Awareness
Self-Care
Trauma
And a column for
Lesson Videos
Lesson Plans
Lesson Materials
For each domain, we will show a button to expand. Clicking this button will reveal a row for each lesson area within the domain. Clicking this button again will collapse this view
The lesson areas are:
Awareness of Self & Others
Emotions
Growth Mindset
Learning Skills
Self-Knowledge
Values
Wants and Needs
Self-Management
Focus
Goal Setting
Problem Solving
Resilience
Self-Control
Stress Management
Social Skills
Conflict Resolution
Cooperation
Fairness
Friendship
Relationships
Respect
Social Awareness
Actions and Consequences
Cultural Competence
Empathy
Safe & Ethical Behavior
Social Contributions
Support Systems
Self-Care
Healthy Boundaries
Mindfulness
Optimism
Self-Advocacy
Self-Compassion
Self-Efficacy
Trauma
Emotions
Stress-management
Support Systems
Resilience
Each column will be split into Users | Activities
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 SEL lessons
The student filter will not be applicable for this report. If the user filters by student, we should show the no results message.
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 who accessed videos/plans/materials from any domain, as well as the total videos/plans/materials accessed, based on filter selections
The columns and sub-columns (i.e. Users | Activities) need to remain static as a user scrolls down the page
Any cell with 0 will not be clickable.
Tier
We will default to All Tiers. This will produce results for usage on both Tiers 1 & 2 and Tier 3 lessons
Selecting Tiers 1 & 2 will produce results for usage of Tiers 1 & 2 lessons only
Selecting Tier 3 lessons will produce results for usage of Tier 3 lessons only. Trauma lessons will not show when filtered to Tier 3.
Grade
We will default the grade filter to All Grades.
This filter is a single select filter.
Selecting a grade will filter to show usage based on the grade associated with the lesson
When filtered to All Tiers, all grade options listed will show
When filtered to Tiers 1 & 2, we will not show grade bands (PK-2, 3-5, 6-8, and 9-12)
When filtered to Tier 3, we will not show the individual grades. Instead, we will show All Grades, Grades PK-2, Grades 3-5, Grades 6-8, and Grades 9-12
Lesson Videos (Educators)
We will show Users | Videos
Users will show the number of users who accessed a lesson video for the specified domain/area/grade/tier within the date range
Videos will show the total number of videos accessed for that domain/area/grade/tier within the date range
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/area/grade/tier within the date range
Plans will show the total number of lesson plans accessed for that domain/area/grade/tier within the date range
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//area/grade/tier within the date range
Materials will show the total number of lesson materials accessed for that domain/area/grade/tier within the date range
We will count materials viewed from the libraries, my resources, or the learning plan (any tab).
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 Prep Activities for Social Emotional Learning INSERT TIER Lessons 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 who accessed the activities for that domain/area
Lesson Videos
Heading will read Users who viewed Social Emotional Learning 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 Social Emotional Learning 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 Social Emotional Learning 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
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, region, or team member 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/area 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/area, 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/area 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/area, 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/area 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/area, within the date range.
Export/Print
🚩 Export
When the user clicks the export button, we will export the a report detailing the # of videos, plans, and materials accessed by all team members for the selected domain/area
We will not include team members who did not access any videos, plans, or materials for the selected domain/area
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
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 SEL SEL team member or student licenses.
We will calculate usage for all team members 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/area/grade/tier 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/area/lesson/tier/grade 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/area/lesson grade/tier within the date range
Plans will show the total number of lesson plans accessed for that domain/area/lesson grade/tier 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/area/lesson grade/tier within the date range
Materials will show the total number of lesson materials accessed for that domain/area/lesson grade/tier within the date range by users at the district or any of the district’s child accounts the user has access to
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 only
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 SEL SEL team member or student licenses.
We will calculate usage for all team members 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/area/lesson grade/tier 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/area/lesson grade/tier 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/area/lesson grade/tier within the date range
Plans will show the total number of lesson plans accessed for that domain/area/lesson grade/tier 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/area/lesson grade/tier within the date range
Materials will show the total number of lesson materials accessed for that domain/area/lesson grade/tier within the date range by users at the region or any of the region’s child accounts the user has access to
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 only
Clicking on a cell will produce the pop-up modal
Business Rules
This report will be available if any of the selected buildings have been allocated SEL SEL team member or student licenses.
We will calculate usage for all team members 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.
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.
Lesson Videos
Users will show the number of users at the building who viewed a lesson video for the specified domain/area/lesson grade/tier within the date range
Videos will show the total number of videos accessed by users at the building for that domain/area/lesson grade/tier 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/area/lesson grade/tier within the date range.
Lesson Plans
Users will show the number of unique users at the building who viewed a lesson plan for the specified domain/lesson grade/tier within the date range
Plans will show the total number of lesson plans accessed for that domain/area/lesson grade/tier 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/area/lesson grade/tier within the date range.
Lesson Materials
Users will show the number of unique team members at the building who accessed a lesson material for the specified domain/area/lesson grade/tier within the date range
Materials will show the total number of lesson materials accessed for that domain/area/lesson grade/tier within the date range by users at the 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/area/lesson grade/tier within the date range.
Export/Print
Main Report
Export
When the user clicks the export button, we will export the data for all selected buildings (using tabs in Excel).
Print
We will show a subtitle listing the name of the building
Pop-Up Modal
Export
When the user clicks the export button, we will export the data for all activity types for the selected domain/activity
We will show a separate tab in Excel 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 a cell will produce the pop-up modal
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 SEL SEL team member or student licenses.
We will calculate usage for all team members 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.
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/area/lesson grade/tier 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/area/lesson grade/tier 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/area/lesson grade/tier 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/area/lesson grade/tier within the date range
Plans will show the total number of lesson plans accessed for that domain/area/lesson grade/tier 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/area/lesson grade/tier 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/area/lesson grade/tier within the date range
Materials will show the total number of lesson materials accessed for that domain/area/lesson grade/tier 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/area/lesson grade/tier within the date range.
Export/Print
Main Report
Export
When the user clicks the export button, we will export the data for all selected roles (using tabs in Excel)
Print
We will show a subtitle listing the name of the role
Pop-Up Modal
Export
When the user clicks the export button, we will export the data for all activity types for the selected domain/area
We will show a separate tab for videos, plans, materials, and activities for each role selected
Print
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
Cells will not be clickable & Pop-Up Modal will not exist
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 SEL SEL team member or student licenses.
Lesson Videos
Users will show 1 if the selected team member viewed a lesson video for the selected domain/area/tier 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/area/tier within the date range
Lesson Plans
Users will show 1 if the selected team member viewed a lesson plan for the selected domain/area/tier within the date range. If not, we will show 0.
Plans will show the total number of lesson plans accessed for that domain/area/tier within the date range by the selected team member
Lesson Materials
Users will show 1 if the selected team member viewed a lesson material for the selected domain/tier within the date range. If not, we will show 0.
Materials will show the total number of lesson materials accessed for that domain/area/tier within the date range by the selected team member
Export/Print
Export
When the user clicks the export button, we will export the data for all selected team members (using tabs in Excel)
Print
We will show a subtitle listing the name of the team member