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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

Image Removed

 

  • 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 target
  • Edit 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

    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.
  • 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

  • Any custom role that currently has access to Enter Data (Data Express)

    • 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, Paraprofessional

      Edit 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 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

Image Removed
  • Shared content ( replacing View Points)