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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, 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 view settings, view reports, edit settings, edit reports, edit others data, receive alerts, approve, record data, record team notes, and record student/parent notes.

  • Given I am a user assigned to roles 5 or 6, I will have permission to view settings, view reports, edit reports, edit others data, receive alerts, approve, record data, record team notes, and record student/parent notes.

  • 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 view settings, view reports, edit reports, edit others data, receive alerts, record data, record team notes, and record student/parent notes.

  • 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.

  • Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will have permission to view reports, edit reports, edit others data, receive alerts, record data, record team notes, and record student/parent notes.

  • 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, approve, or view settings.

  • Given I am a paraprofessional, I will have permission to view reports, record data, and record team notes.

  • Given I am a paraprofessional, I will not have permission to view settings, edit settings, edit reports, edit others data, receive alerts, approve, and record student/parent notes.

  • Given I am a user assigned to a custom role that previously had permission to Enter Data (Data Express), I will have permission to record data and record team notes.

  • Given I am a user assigned to a custom role that previously had permission to Delete Others data (Data Express), I will have permission to edit others data.

  • Given I am a user assigned to a custom role that is marked “is admin”, I will have permission to record student/parent notes.

  • Given I am a family member, I will only have access to View Shared Content.

Data permissions

Design

  • We will combine and simplify the permissions in Data express and Behavior support into a new Data permissions area.

  • The Data permissions will be:

Renaming DAta Expresss to Data

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

View Shared Content (Parent/Home Caregiver and Multi-Account Parent/Home Caregiver only)

Tracking

Record Data (replaces Data express: Enter data, and Behavior support Record behaviors, Data express: unmaster target) If you can record data, edit data you have recorded and delete data you have recorded, then you can only edit your data unless you have manage Data then you can update data points of users with lower role.

Manage Data/Points( replaces Behavior support: Edit Others Data , Data Express: Delete others data, Data express unmaster target)

Any role that previously has permission to delete that

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

  • Edit Others Data allows users to edit data for any user at a lower role level

  • 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:

    • View Settings

    • View Reports

    • Edit Reports

    • Edit others data

    • Receive Alerts

    • Record Data

    • Record Team Notes

    • Record Student/Parent Notes

  • By 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

  • By default, Paraprofessionals will have permission to:

    • View Reports

    • 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 Reports

  • Any custom role currently set with permission to edit incident tracking, points or data tracking will have permission to:

    • View Reports

    • Edit Reports

    • Receive AlertsManage Data points

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

    • Record Data

    • Record Team Notes

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

    • Edit Others Data

  • Any custom role that is marked “is admin”

    • 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 Shared content ( replacing View Points)