We need to simplify the settings in Behavior support and Data Express into one Data Settings.
User Stories:
As a user, I want to understand which roles have permission to which components of Incident Reports, so I can ensure users have the proper level of access
As a user, I want to select which permission settings users assigned to a custom role have, so I can ensure users have the proper level of access
Acceptance Criteria:
Given I am a user assigned to Role 7, I will have permission to edit report, view report, edit settings, view settings, approve reports, and receive alerts
Given I am a user assigned to roles 5 or 6, I will have permission to edit report, view report, view settings, approve reports, and receive alerts
Given I am a user assigned to roles 5 or 6, I will not have permission to edit settings
Given I am a user assigned to lead teacher, multi-account lead teacher, or case manager, I will have permission to edit reports, view reports, view settings, and receive alerts
Given I am a user assigned to lead teacher, multi-account lead teacher, or case manager, I will not have permission to edit settings or approve reports
Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will have permission to edit reports, view reports, and receive alerts
Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will not have permission to edit settings, view settings, or approve reports
Given I am a paraprofessional, I will have permission to view reports
Given I am a paraprofessional, I will not have permission to edit reports, edit settings, view settings, approve reports, or receive alerts
Given I am a user assigned to a custom role that previously had permission to view incident tracking, I will have permission to view reports
Given I am a user assigned to a custom role that previously had permission to edit incident tracking, I will have permission to edit reports
Given I am a family member, I will only have access to view an incident report once it has been shared with me. I will not have permission to access anything else.
Design:
Data permissions
Design
We will combine and simplify the permissions in Data express and Behavior support into a new Data permissions area.
View settings ( replaces Behavior support View settings)
View Reports (replaces Behavior support View Reports)
Edit Settings ( replaces Behavior support View settings)
Edit Reports (replaces Behavior support edit reports )
Edit others data ( replaces Behavior support: Manage Data/Points, Data Express: Delete others data, Data express unmaster target)
Approve ( replaces Behavior support: Approve report)
Receive alerts (replaces Behavior support: Receive alerts)
Record Data (replaces Data express: Enter data, and Behavior support Record behaviors, Data express: unmaster target)
Record Team Notes ( Replaces Behavior Support: Record Team Notes
Record Student/ Parent Notes ( Replaces Behavior Support: Record Student/Parent Notes
Business Rules
Edit Reports allows users to edit or delete a previously created Reports (incident, Points, contracts, etc) for all students they have access to
View Reports allows users to view a previously created Reports (incident, Points, contracts, etc) for all students they have access to
Data section in permissions will show for Skills, Behavior, MTSS Interventions, and SEL SEL
By default, Role 7 will have permission to:
View Settings
View Reports
Edit Settings
Edit Reports
Edit others data
Receive Alerts
Approve
Record Data
Record Team Notes
Record Student/Parent Notes
By default, all other default administrative roles (5 & 6) will have permission to:
View Settings
View Reports
Edit Reports
Edit others data
Receive Alerts
Approve
Record Data
Record Team Notes
Record Student/Parent Notes
By default, Lead Teachers, Multi-Account Lead Teachers, and Case Managers will have permission to:
By default, Teachers and Multi-Account Teachers will have permission to:
By default, Paraprofessionals will have permission to:
Any custom role currently set with permission to view incident tracking will have permission to:
Any custom role currently set with permission to edit incident tracking will have permission to:
Behavior support: Staff permissions
Design
UI
Remove Incident Tracking from permission settings.
Under Behavior Support, add:
View Settings
Edit Settings
Approve Report
Receive Alerts
View Reports
Edit Reports
Under Behavior Support, we will change View to View Behaviors
We need to add permissions for:
Record Behaviors
Manage Data/PointsEdit others data
Receive Alerts
Record Data
Record Team Notes
Record Student/Parent Notes
Under Message Center (new category), we need to add permissions for:
Read/Send Messages
View settings
Edit Settings
Approve report
Receive alerts
View reports
Edit reports
record data
Manage Data/Points
Record Behaviors
Manage Data/PointsBy default, Teachers and Multi-Account Teachers will have permission to:
View Reports
Edit Reports
Edit others data ( any user at a lower level)
Receive Alerts
Record Data
Record Team Notes
Record Student/Parent Notes
Data Express
Delete others data (Edit others data)
Enter data
unmaster targetEdit Report allows users to edit or delete a previously created Incident Report for all students they have access to
View Report allows users to view a previously created Incident Report for all students they have access to
By default, Role 7 Paraprofessionals will have permission to:
Edit Reports
View Reports
Receive Alerts
Approve Reports
Edit Settings
View Settings
By default, all other default administrative roles (5 & 6) will have permission to:
Edit Report
View Report
View Settings
Approve Report
Receive Alerts
By default, Lead Teachers, Multi-Account Lead Teachers, and Case Managers will have permission to:
Edit Report
View Report
View settings
Receive Alerts
By default, Teachers and Multi-Account Teachers will have permission to:
Edit Report
View Report
Receive Alerts
By default, Paraprofessionals will have permission to:
View Report
Record Data
Record Team Notes
Any custom role currently set with permission to view incident tracking, Points, or Data Tracking will have permission to:
View ReportReports
Any custom role currently set with permission to edit incident tracking, points or data tracking will have permission to:
View ReportReports
Edit ReportReports
Receive Alerts
Behavior Support section in permissions will show for Skills, Behavior, MTSS Interventions, and SEL SEL
By default the permission settings are checked for:
Design
We need to add the following permission setting under Behavior:
View Points
We need to add the following permission settings under Message Center:
Read Messages
Send Messages
Business Rules
Behavior
Record Behaviors
7, 6, 5, Lead Teacher, Multi-Account Lead, Case Manager, Teacher, Multi-Account Teacher, Paraprofessional
Manage Record Data/Points
7, 6, 5, Lead Teacher, Multi-Account Lead, Case Manager
Any custom role that currently has access to Delete Others Data (Data Express)
Record Team Notes
7, 6, 5, Lead Teacher, Multi-Account Lead, Case Manager, Teacher, Multi-Account Teacher, ParaprofessionalEdit Others Data
Any custom role that currently has access to Enter Data (Data Express)
Record Student/Parent Notes
7, 6, 5, Lead Teacher, Multi-Account Lead, Case Manager, Teacher, Multi-Account Teacher, Related Service Provider
Team Notes
Any custom role that currently has access to Enter Data (Data Express)
Any custom role that is marked “is admin”
Message Center
Read/Send Messages
7, 6, 5, Lead Teacher, Multi-Account Lead, Case Manager, Teacher, Multi-Account Teacher, Related Service Provider, Paraprofessional
Any custom role that is marked “is admin”
Behavior support: Family Roles
Record Student/Parent Notes
As a note, family members (parents) will only be able to view reports once a user has shared it with them. They will have access to nothing else at this time.
Default roles of Parent/Home Caregiver and Multi-Account Parent/Home Caregiver will have permission to View Points, Read Messages, and Send Messages.
Data Express
Shared content ( replacing View Points)