Step One: We need to allow users to track behaviors/award points via:
Behavior Area
Classroom/Group Area
Student Area
Teacher Record Behaviors Onboarding Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=1441%3A22812
Teacher Record Behaviors Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=0%3A7732
Step One: Open the tool
Design
In the behavior area, users may click Record Behaviors to open the Behavior Points tool.
They must then select a classroom & click select.
From classrooms, the user will click to open the tool by clicking on Record behavior points
From behavior support section for a specific student, the user may click on Record behaviors (Behavior Points block) for any of the tiers.
Alternatively, the user may click on Points under recommended tools
And then on Record behaviors.
The first time a user clicks to record a behavior for a specific classroom, they will need to select if they would like to use the defaults, copy behaviors from another classroom, or start from scratch.
If entering the tool from a specific student, the user should have the option to select a classroom.
Once a classroom is selected, they will see the option to use the defaults, copy behaviors from another classroom, or start from scratch. If a classroom is not selected, the user must use the defaults.
Business Rules
Behavior Section:
Users with permission to Record Behaviors and access to Behavior Support will see Record behaviors for Behavior Points as an option.
All non-admin users will see classrooms they are currently assigned to
Classrooms will be listed alphabetically
Admins will see a search bar instead of the classrooms list. Admins will need to search for a classroom by name.
If entering from behavior area and the user is not assigned to any classrooms, they will see a message stating “It looks like you have not been assigned to any classrooms. Please visit Classrooms or contact your account administrator for support.” Hyperlink to classrooms area.
Classroom/Group Section:
Any user with permission to Record Behaviors (under Behavior Support) will have access to Record behavior points link.
Students Section:
Any user with permission to Record Behaviors (under Behavior Support) will have access to Record behaviors button.
Users with permission to Edit Behavior Settings will see the Let’s get started screen. Users who do not have permission to edit behavior settings will bypass this step.
Let’s get started screen will only show if no behaviors have yet been recorded for the classroom and no selections have yet been made. Meaning, if a user edits the behavior list but does not record any behaviors for any student in the classroom, this message will no longer show.
If entering from a student area, users will only see classrooms to which both they and the student are currently assigned.
| Use the Defaults
Design
When the user clicks “Use default behaviors,” they will be taken to a screen that shows all of the default behaviors
Each behavior will show the symbol for the behavior category, the name of the behavior, and the point value.
The user may click the arrows to rearrange the list
The user may click in the point value box to change the point value for the behavior
The user may click the X to remove the behavior from the list
The user may click “+ Add behavior” to add a custom behavior
When the user adds a custom behavior, they will need to enter a behavior name, behavior category, and point value
If the user clicks the X, the behavior will be removed.
Business Rules
This list will show the current default behaviors for the district
We will show the behavior categories set by the district. These can only be changed by highest level admin roles, and can only be changed in account setup.
The user may enter a custom behavior name
The user must select a pre-existing behavior category
The point value will default to 1 point, but the user may adjust this to any positive point value
Negative behaviors cannot have a point value associated. The points box will not show.
We will not allow any negative point values.
Point values can be set to a whole number 0 or higher.
Any user with access to the classroom and permission to Edit Behavior Settings may make changes.
| Copy from another classroom
Design
When the user clicks “Copy from another classroom,” they will need to select which classroom they are copying the behaviors from
From here, they will be taken to a screen that shows all of the behaviors for the classroom they selected
Each behavior will show the symbol for the behavior category, the name of the behavior, and the point value.
The user may click the arrows to rearrange the list
The user may click in the point value box to change the point value for the behavior
The user may click the X to remove the behavior from the list
The user may click “+ Add behavior” to add a custom behavior
When the user adds a custom behavior, they will need to enter a behavior name, behavior category, and point value
If the user clicks the X, the behavior will be removed.
Business Rules
We will show the current list of behaviors for the classroom selected.
The user may only select classrooms to copy for classrooms for which they are assigned.
If a user decides to copy behaviors from Classroom A to Classroom B and then makes changes to the list for Classroom B, this does not impact the list of behaviors for Classroom A.
The user may enter a custom behavior name
The user must select a pre-existing behavior category
The point value will default to 1 point, but the user may adjust this to any positive point value
Negative behaviors cannot have a point value associated. The points box will be set to NA and cannot be changed.
We will not allow any negative point values.
Point values can be set to a whole number 0 or higher.
Any user with access to the classroom and permission to Edit Behavior Settings may make changes.
| Start from Scratch
Design
If the user selects “Start from scratch,” they will be taken to a screen where they may create behavior list for their classroom
The user will need to enter a behavior name, behavior category, and point value
The user may click the arrows to rearrange the list
The user may click in the point value box to change the point value for the behavior
The user may click the X to remove the behavior from the list
Business Rules
A behavior name must be entered
The user must select a pre-existing behavior category
The point value for any behavior tied to a positive behavior category will default to 1 point, but the user may adjust this to any positive point value for a whole number 0 or higher.
Behaviors tied to a negative behavior category cannot have a point value associated. The points box will be set to NA and cannot be changed.
We will not allow any negative point values.
Point values can be set to a whole number 0 or higher.
Any user with access to the classroom and permission to Edit Behavior Settings may make changes.
Step Two: Select who to record data for
Design
Once the user has selected a classroom, they will have the option to record a behavior for an individual student, the classroom, or a group.
Business Rules
Users with permission to Record Behaviors (Behavior Support) and who have access to Behavior Support will see this screen.
Users may only select 1 option: Classroom, Group, or Student
Users entering from a student’s behavior support area will bypass this step and move straight to Step 3 to record data for that student.
| For the whole classroom
Design
If the user selects Classroom, they will record behavior for the entire classroom. This means any behavior selected will apply to all students in the classroom
This option is only available to users who have entered from the Behavior or Classroom dashboard.
Business Rules
If the user has entered from the Behavior Dashboard or Classroom area, a classroom has already been selected. Selecting this option means we will record the behaviors for all students in the classroom previously selected (classroom name showing on the screen). They will move to Step 3 below.
Users who have entered from a group dashboard will not see this option.
| For the whole group
Design
If the user selects group, they will see a list of available groups. Once a group is selected, they will record behavior for the entire group. This means any behavior selected will apply to all students in the group
Business Rules
If the user has entered from the Behavior or Classroom Dashboard, a classroom has already been selected. Users will only see groups they are assigned to within that classroom. Classroom owners and admins will see all groups within that classroom.
Only 1 group may be selected. We will not allow a multi-select.
If the user has entered from a Group Dashboard, they will not select a group as the group has already been selected. They will move to step 3 below after clicking on “for a group”
| For a specific student
Design
If the user selects student, they will see a list of available students. The behavior will be recorded for the selected student only.
Business Rules
If the user has entered from a Classroom or Behavior Dashboard, we will list all students currently assigned to the selected classroom.
If the user has entered from a Group Dashboard, we will list all students currently assigned to the selected group.
Only 1 student may be selected. We will not allow a multi-select.
| Edit behavior list
Design
If the user clicks Edit classroom behaviors list, they will be taken to a screen detailing the current behaviors for the classroom.
Each behavior will show the symbol for the behavior category, the name of the behavior, and the point value.
The user may click the arrows to rearrange the list
The user may click in the point value box to change the point value for the behavior
The user may click the X to remove the behavior from the list
The user may click “+ Add behavior” to add a custom behavior
When the user adds a custom behavior, they will need to enter a behavior name, behavior category, and point value
If the user clicks the X, the behavior will be removed.
Business Rules
Users with permission to Edit Behavior Settings (Behavior Support) will see this option.
We will show the current list of behaviors for the classroom selected. If we have entered from a group, we will show the current list of behaviors for the classroom the selected group belongs to.
The user may rename, reorganize, and adjust the point value for all behaviors shown.
The user may add a custom behavior
The user must select a pre-existing behavior category
The point value for any behavior tied to a positive category will default to 1 point, but the user may adjust this to any positive point value for a whole number 0 or higher.
Negative behaviors cannot have a point value associated. The points box will be set to NA and cannot be changed.
We will not allow any negative point values.
Point values can be set to a whole number of 0 or higher. If user tries to enter a negative number, they will see a red message stating “Please enter a whole number greater than 0.”
If a behavior has been removed after data has been collected for that behavior, the behavior will no longer show in tracking but will show in reports. For example, if I record data on Hitting and then remove hitting from the behavior list, I will no longer be able to record data for hitting but I will see hitting on any behavior report I run (see reports for details).
If the point value is changed for a behavior after data has been collected for that behavior, the report will show the original point value for all behaviors previously recorded. All future behaviors will show the new point value.
Step Three: View Record Screen
Design
Once a user makes a student/classroom/group selection, they will see a list of all behaviors
Each behavior will show an icon for the category it belongs to. NEED DESIGN
Icons for positive behaviors are green (
#00A79E)Icons for negative behaviors are red (
#ED633B)
Business Rules
We will show all behaviors currently set for the classroom
If recording for an individual student and no classroom was selected, we will show the default list of behaviors)
| Add Custom Behavior
Design
If the user clicks “Add Behavior,” they will see a row of boxes where they may enter the behavior name, select the behavior category, and adjust the point value for the behavior
If the user clicks Add behavior again, another row will appear so the user may add another behavior.
If the user clicks the X, that behavior row (and any information entered) will be removed.
When the user clicks “Add”, the behavior will be added to the list and the user may record data on this behavior.
Business Rules
The point box will default to 1 point. The user may change this to any whole number greater equal to or greater than 0. If user tried to enter a negative number, they will see a red message stating “The number of points allocated must be a whole number greater than or equal to 0.”
| Record Data
Design
Clicking on the + next to the behavior will record the behavior for those selected. Each time this button is clicked, the number in the box will go up. For example, if I click the + 5 times, the box will show the number 5. Alternatively, users may click in the text box and type in the number of times the behavior was observed. Users may also use this box to edit the data.
If an individual student is selected, the behavior will be recorded for that student
If a classroom or group is selected, the behavior will be recorded for all students in that classroom or group
When the + is clicked, the user will see the number of points awarded. This will show for 5 seconds and then fade.
If the user clicks the - button, they may reduce the frequency of the behavior. Each time this button is clicked, the number in the box will go down. For example, if the box shows 10 and then I click the - 5 times, the box will show the number 5. The user may also type in the box to correct a mistake.
Points and behavior frequency will not be saved for the student until the user hits save.
Business Rules
Users can tap a behavior multiple times to record the behavior more than once.
Users can record behavior based on permission settings for all students they currently have access to
When recording for an individual student, the behavior is only tracked for that student. Points are also applied to that student. For example, if the user records the behavior Helping Others (weighted at +2 points) with a frequency of 2, we will track 2 behaviors for Helping Others and 4 total points.
When recording for the classroom, the behavior is tracked for all students in the class. Points are also applied to all students in the class. For example, if the user records Helping Others (+2 points) for the Classroom, we will track 1 behavior of Helping Others for each individual student in the class. We will also track +2 points for each individual student in the class.
When recording for a group, the behavior is tracked for all students in he group. Points are also applied to all students in the group. For example, if the user records Helping Others (+2 points) for Group 1, we will track 1 behavior of Helping Others for each individual student in the group. We will also track +2 points for each individual student in the group.
Users with permission to Record Points will have the ability to add/edit the frequency of each behavior.
The user cannot record a negative occurrence of a behavior. The - button should not show if the frequency is currently 0. If user tries to enter a negative number, they will see a message stating “The number of instances must be a whole number greater than or equal to 0.”
| Record a Note
Design
The user may type an internal note on the Team Notes tab.
The note will show the message has been saved.
The user may click on the tab called Student Notes and type a message for the student and/or parents.
The note will show a message has been saved.
Business Rules
Team notes will not show in the student center or family portal, but will be visible on the staff reports.
Users with permission to Record Team Notes will see this box and have the ability to record a note
Notes for the student will show in the student center. Students need to be able to respond with canned responses or free text.
Users with permission to Record Student/Parent Notes will see this box and have the ability to record a note.
Notes for the parents will show in the family portal. Parents may respond with canned responses or free text.
Users with permission to Record Student/Parent Notes will see this box and have the ability to record a note.
When the user stops typing for more than 1 second, the system autosaves by recording/saving the note somewhere (local memory? a database? up to devs...) for the duration of the session, and will display the Saved note to the user.
| Complete an Incident Report
Design
The user may click on the tab for Incident Report to create a formal incident report.
The Classroom field will populate with the classroom selected on the point tool panel. This cannot be edited.
The user may select a location from the drop-down menu or click “Add new” to enter a custom location name
The user may click the X next to a behavior to remove it from the report.
The frequency cannot be edited.
The user may select an action taken from the drop-down menu or click “Add new” to enter a custom action.
The date will show the date entered on the points tool.
The user may enter or select a time the incident occurred.
The user may enter any notes they wish to include on the report.
When the user clicks “Save + Record Incident,” the data recorded on the points tool will be saved and the incident report will be saved.
If the user does not make any changes to the report, they will see a save button instead. Clicking Save will save the data, but will not save the incident report.
Business Rules
Users with permission to Edit Report (Incident Reports) will see this tab.
The Incident Report options will be based on the district default settings (see Incident Reports for more details)
The classroom will populate based on the classroom selected on the top of the points tool. If no classroom was selected, this field will not show. If the user changes the classroom at the top of the points tool, this field will be updated accordingly.
Location is not a required field.
Locations will be based on the location settings.
If the user adds a new location, this location will be saved to the location list for the classroom selected. If no classroom was selected, this location will not be saved to any list.
The incident type menu will show all negative behaviors that have been recorded (frequency greater than 0) for the student for this session. No other behaviors will show in this menu. By default, all will be selected. The user may uncheck any behaviors they do not wish to include in the report. This is a required field so at least 1 behavior must be selected.
The frequency of each behavior will be pulled from the data recorded in the points tool.
Action Taken is a required field.
The list of actions will be based on the Incident Settings.
If the user adds an action, this action will be saved to the action list for the classroom selected. If no classroom was selected, this action will not be saved to any list.
The date will populate based on the date selected at the top of the points tool & cannot be edited here. If the user changes the date at the top of the points tool, this field will be updated accordingly.
The time will default to the current time. This is not a required field & can be changed.
Notes are not required.
Step Four: Save and View Summary
Design
When the user clicks Save, the behaviors will be recorded and a summary screen will appear for 5 seconds.
The box will show the number of behaviors saved for the student (will show student first and last name). We will also show an Undo button.
Clicking Undo will delete the data the user just entered and will return them to the record data panel.
If the user does not click Undo after 5 seconds, the message will disappear, the data will be saved, and the panel will close.
If the user does not hit undo within this time frame, they will need to delete the data from the behavior report (classroom or student level - see that section for more details).
This box will also show a summary panel of all behaviors recorded for this session. The summary will show the following:
Behavior Category Icon
Behavior Name
Instances
x Points
Total Points (per behavior)
Total Points
If an Incident Report was generated, we will see a link to the incident report on the summary screen.
Clicking on Incident report will close this summary pop-up and instead show the Incident Report. Closing the Incident Report screen will take the user back to the points screen
Business Rules
All users with permission to Record Points will be able to click the Undo button
We will only display the behaviors for which data has been recorded.