We need to create a series of screens where users can access all of the Intervention Plans a student has and create new Intervention Plans that include supporting documentation, communication between educators and customization to meet the students learning needs.
User Stories:
Section 1
As an educator I want to have the option to GO TO TRAINING so that I can learn about creating an intervention plan.
As an educator, I want to select from the following content options: ELA, Math, Behavior, Social Skills so that I can customize an intervention plan in a specific content area for a specific student.
As an educator I want to have access to all intervention plans for a specific student including plans that are being created, existing plans and archived plans so that I have full understanding of the student’s progress.
As an educator I want to create the parameters for an intervention plan, so that I can ensure the intervention chosen is customized to the specific student.
Section 2
As an educator, I want to add some pre-planning documents so that I have supported evidence for the intervention plan I am creating.
As an educator, I want to view documents that I or my colleagues have uploaded so that I can incorporate the suggestions of my colleagues into the student(s) plan.
As an educator, I want to remove items I have previously uploaded so that I can replace them with new documentation that reflects the social/emotional and academic growth of the student.
As an educator, I want to log some notes and preview the notes of other educators so that I can fully understand the insights of my colleagues.
Section 3
As an educator I want to select the date range, intervention name, and tier level so that my intervention plan will contain the necessary information for tracking the success of the plan.
As an educator I want to specify the status of the plan so that intervention plans can be properly monitored.
As an educator I want to include strengths and perceived motivations of the student so that the success of the intervention plan is customized for the student.
As an educator I want to specify the goal of the intervention plan so that the focus of the intervention plan can be clearly communicated to multiple stakeholders.
As an educator I want to establish a monitoring tool and determine who will be responsible for the intervention plan so that the plan created is managed effectively.
Section 4
As an educator I want to include additional documents that support the formation of the intervention plan so that the plan encompasses the needs of the entire child.
As an educator I want to have the option to include notes to ensure that all customized information about the student’s needs are included.
Acceptance Criteria:
Section 1
Given the user selects GO TO TRAINING button, the user will be taken to the training section for creating intervention plans.
Given the user selects from the categories of ELA, MATH, BEHAVIOR, SOCIAL SKILLS, the corresponding rectangle changes color to indicate the subject area is chosen for development of an intervention.
Given the user selects intervention plans by clicking on the down carrot symbol from the Create New Intervention Plan, Existing Plans or Archived Plans categories the corresponding window below opens.
Given the user has selected to view a plan contained under any of the three categories Create New Intervention Plan, Existing Plans or Archived Plans and is now finished, the user may select the reverse carrot symbol to close the field to the default state.
Section 2
Given the user selects “Add Pre-planning documents” by clicking the carrot symbol, the field beneath opens.
Given the user Drags and Drops their Word, PDF or Excel document to the uploading screen, the document will upload.
Given the user selects Browse, the user may browse for a Word, PDF or Excel document contained on their computer to upload.
Given the user selects “Remove” for a fully uploaded document, the document will be removed.
Given the user uploads a document, the document(s) are viewed by clicking “View” inside the corresponding progress bar and an image of the document will present with a close “X” feature to close image.
Given the user wants to add a note, notes are added by clicking into the note box below the last entry where a curser prompts the user. Date, time and educator name are automatically included in the running log.
Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=15851%3A170948
Section One
UI
When the user clicks on the Go to training button, the user is taken to the training section for creating interventions.
When the user selects on one of the four categories (ELA, MATH, BEHAVIOR, SOCIAL SKILLS), the box changes from white to green to indicate a choice has been made.
When the user selects an intervention plan from the three categories of Create New Intervention Plan, Existing Plans or Archived Plans categories by clicking on the carrot symbol the corresponding window below opens.
Business Rules
The Go to Training button takes the user to the training section for creating interventions.
The user can select and deselect content categories by clicking on the options of ELA, MATH, BEHAVIOR, SOCIAL SKILLS from the top menu options.
Only one category can be selected at a time to create an intervention plan.
The three categories of Create New Intervention Plan, Existing Plans or Archived Plans house different types of plan. Clicking on the carrot symbol will open the field beneath.
Once opened, clicking on the reverse carrot symbol will close the field restoring it to the default state.
Section Two
UI
To upload a document the user can drag and drop the document from their computer to the Drag and Drop box and/or select Browse to upload a document from their computer.
To remove an uploaded item, the user selects “Remove”.
To view an uploaded item, the user clicks on “VIEW”.
To enter a note, the user is prompted with a a curser where the user begins to type.
Business Rules
0 to 5 documents can be upload.
Document types include word, PDF or Excel.
Browse allows the user to select a document from their computer.
Drag and Drop allows users to Drag and Drop a document into the space provided for upload.
If the user does not select or drag and drop a Word, PDF or Excel document, the document will not upload and the user will see an error message that reads: Please upload a Word, PDF or Excel document in the space that currently reads “Uploading 5 of 5.”
If the user uploads a document correctly, the user will see a message that reads: Uploading (x of x) and the progress bar will grow from bottom to top until reaching the end when document is fully uploaded.
Once the upload is complete, the (example “Uploading 5 of 5”) changes to 5 uploads complete.
“Remove” allows the user to remove a fully uploaded item when clicked.
“View” allows the user to view an uploaded item. A close “X” closes the document from view.
Users cannot make changes to an item being viewed.
The ADD NOTES section functions as a running log. Date, time, and Teacher Name are included and a cursor marks the current chronological order of the notes added.
SAVE will save the note the user enters.
CANCEL will delete the note the user enters.
If the user does not select save, their not will not be included in the log.
Section Three
UI
Users enters the schedule by clicking on the field for schedule and selecting dates from a calendar.
User types in a plan name and Tier level in the fields provided.
Status selections reveal a drop- down menu for user to select from one of the four choices.
Business Rules
Section Four
When a user selects, add an intervention plan, the screen opens to reveal the required fields for creating an intervention plan. The user enters a date range using the schedule field to enter the date parameters for the intervention plan.
The user types the Plan Name in the Plan Name Field.
The user types the Tier level in the Tier field.
The Status Field shows the status of the plan.
When the user clicks the carrot symbol the create plan screen is reduced. When
Business Rules
The calendar function opens when the user clicks EDIT, the screen allows for changes to all fields.
Business Rules
Date ranges under the schedule field must contain a month and a year and be written as MM/DD as a start date and MM/DD as an end date.
If the date is entered incorrectly under the schedule field, the user will see an error message that reads: Dates must be entered into the field beneath Schedule.
The start and end dates appear as MM/DD/YY.
The end date must not be before the start date in schedule field. If user enters an end date that is before the start date in the schedule field, the user will see an error message that reads: The end date cannot occur before the start date.
The Plan Name must be no more than ? characters in length.
The Tier field Name can only contain Tier 1 2 or Tier 23.
The Status field shows one of contains a drop down with the following : ?, ?, ? depending on the the status of the plan. choices: Pre-Planning, In Progress, Mastered, Archived.
Users select from the drop down and selection populates in the field.
Section Four
UI
Business Rules
The carrot symbol closes the Create a Plan screen.
The EDIT feature gives the user the option to change any field when clicked.
Section Five
UI
Business Rules