We need to provide a way for educators to deduct points spent for individual students. Users should be able to access this from the Students area or the Behavior Area.
Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=15832%3A173009
Getting to Manage Points Tool
Design
In Points under Behavior Support, users will click a Spend points button
or
From the classroom, users can select Rewards
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and then Manage Points
Business Rules
Users with permission to Manage Data/Points (Behavior Support) will see this button.
Select a student
Design
Once users select, Manage Points, the user will need to select whether they would like to spend points for a student, group of students, or the whole class
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If the user selects one student, they will see the pic of that student and the current point balance
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Business Rules
Users can either select a student, multiple students, or select whole class
Once the students check a student, the select whole class option is inactive
View Account Balance
Design
The user will see the current point balance for the student and a list of all transactions
For all points awarded, the user will see:
Date
Behavior Name
Points
Current Balance
For all points spent, the user will see:
Date
Points Spent
Points
Current Balance
If the user clicks “Load more,” additional transactions will load.
Business Rules
By default, we will show the 15 most recent transactions
A transaction occurs each time behaviors are saved in the points tool or points are spent.
Points Awarded
Date will show the date a behavior was recorded
Action will show the name of the behavior recorded on that date
Points will show the number of points earned for the behavior on that date
Balance will show the updated balance once the behavior was saved/points were earned.
Points Spent
Date will show the date the points were spent
Action will show the phrase “Points Spent.” If a note was added for points spent, we will also display the note below the phase “Points Spent”
Points will show the number of points spent
Balance will show the updated balance after the points were spent
We will list the transactions by date, with most recent transaction at the top.
Each time the user clicks “load more,” an additional 15 transactions will load.
The load more button will not show if there are no additional transactions.
Spend Points
Design
The user must add the amount to spend for the spend button to be active
The notes area is optional
Once the users adds an amount more than 0, they can click spend
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Once they click to spend they will see the confirmation message:
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If the user selects no, the points will not be deducted.
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If the user selects yes, they will see the points deducted on the transaction report and from point total
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The points spent will show with the current date, Points Spent, point value deducted, and the new balance minus the points just spent
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If a note was entered, the note will show under the phrase “Points Spent”
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If the user tries to spend money that the student does not have, they will see the following error message:
Each time points are earned or spent, the current point balance at the top of the screen will update
Business Rules
Points spent must be entered as a positive whole number greater than 0
Points spent will be deducted from the current balance.
Notes are optional
The delete confirmation box will show the number of points the user is returning to the student.
The delete option will only show for points spent.
Filter Transactions
Design
The user may click Points to reveal a filter menu
Clicking on Show Earned will filter the view to show only points awarded to the student. No points spent will show.
Clicking on Show Spent will filter the view to show only points spent. No points earned will show.
Clicking on Show All will filter the view to show both points spent and earned.
Business Rules
The default view is Show All
Export
Design
If the user clicks the export button, we will download the transaction list to Excel.
The excel doc will show a column for:
Date
Action
Points
Balance
Business Rules
We will export the data displayed on the screen. Meaning, if we are showing the past 30 transactions for Show Spent, this is the data we will export
The notes will show on the same line as the action for points spent
Design
If the user clicks the print button, we will open a PDF of the report.
The print view will show a header with the rethink logo on the left, school district and student name center, and date the report as printed on the right
Below the header, we will show the current point balance centered
The body of the report will show each transaction & date of the transaction on the left, and the point value of the transaction & new point balance on the right.
We will show the page number in the right footer
Business Rules
We will print the data displayed on the screen. Meaning, if we are showing the past 30 transactions for Show Spent, this is the data we will print