This is the screen the user will use when creating a new plan or updating an existing plan
User Stories:
As a user, I want to create a new intervention plan for my student, so I can address their needs
As a user, I want to update an existing intervention plan, so I can ensure I continue to meet my student’s needs
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 and evaluate a plan(s) in progress so that intervention plans can be properly categorized and monitored.
As an educator I want to include strengths and perceived motivations of the student(s) so that the success of the intervention plan is customized for the student.
As an educator I want to specify the goal and select an intervention strategy for 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 is managed effectively.
As an educator, I want to add documents so that I have supported evidence for the intervention plan I am pre-planning and creating.
As an educator, I want to view documents that I or my colleagues have uploaded so that I can incorporate the suggestions of all stakeholders 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.
Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=16040%3A177223
General Concept
UI
The user will see a screen to create a new plan or update the existing plan, as well as a discussion box
To select another student, user clicks on Student name drop down.
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Common User Path: Multiple Plans
User selects a student and content area where two or more intervention plans are in Preplanning or in progress, the user sees Select Intervention Plan Pop-up.
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User clicks inside box next to the plan they want to work on.
User clicks on X to remove pop-up without making a selection.
Common User Path: Making Attempt Two In Progress Plans
User attempts to change a second intervention plan to in progress and sees pop-up message.
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To replace the in progress plan, the user selects yes button.
To cancel the request and return to the screen beneath it, user clicks on Cancel or X.
Business Rules
If the user is updating an existing plan, all previously selected options and discussion will show
If student name dropdown is selected, the dropdown contains all students in the classroom who have intervention plans in any of the plan statuses.
Clicking on the name within the dropdown selects the student.
Common User PathsPath: Multiple Plans
If there are multiple Intervention plans, only one can be in progress.
If user selects a student and content area where there are multiple Intervention Plans (one in progress, others in Pre-Planning), the Select Interventions Plan Pop-up shows.
Select Interventions Plan Pop-up contains the plan name and the status (Pre-Planning or In Progress)
Clicking inside the box next to the intervention plan opens the selection and removes the po-up.
Click on the X removes the pop-up and restores the screen beneath it.
Selection works as a toggle.
Common User Path: Attempt two in progress plans
Only one in progress plan per content area can exist at a time.
If user attempts to make a second plan in progress, Intervention Plan in Progress pop-up shows.
If Yes is selected on pop-up, the plan the user is currently working on replaces the previous in progress plan.
The previous in progress plan is archived.
If cancel or X are selected, request is canceled with plan returning to its status (pre-planning, archived, mastered), former in progress plan remains and pop-up is removed.
Schedule
UI
When the user clicks on the schedule, they will see a calendar to select a start and end date
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usiness Rules
End date cannot be before start date
This is a required field
End date determines when the plan will be due for review
Plan Name, Tier, Plan Status, and Progress Status
UI
The user will next type in the name of the plan
The user will select if the plan is for Tier 2 or Tier 3
The user will next select the Plan Status as:
Pre-Planning
In Progress
Mastered
Archived
For any plan In Progress, the user will also select the Progress Status as:
New Plan
No Progress
Partial Progress
Limited Progress
Adequate Progress
Substantial Progress
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Business Rules
Plan name will default as Plan 1, Plan 2, etc
For new plans, we will default to Pre-Planning
Progress Status is only available when the plan is in the Pre-Planning state
If the plan is just marked as In Progress, we will default the progress state to New Plan
Strengths and Possible Motivations
UI
The user will type in the box to enter strengths and possible motivations
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Business Rules
required for any plan In Progress or Mastered
Goals & Interventions
UI
The user may click on a goal from the menu
They may also search for a goal
The user can also click in the box to enter their own goal
Once a goal is selected, the interventions menu will filter to show suggested intervention
If the user types in a custom goal, the interventions list will not be narrowed down and the intervention that is selected will be linked and saved with the custom goal for that user only.
If the user types in a custom goal and a custom intervention, the goal and intervention will be saved and linked together for that user only so if the user selects that same goal the intervention will show at top of list
If the user selects a goal and then types in a custom intervention, the goal and custom intervention will be saved and linked together for that user only and the intervention will show if the goal is selected
The user may also search for an intervention by name or type in their own intervention
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Content team will provide a spreadsheet with the grade, goal, subject, Tier, and interventions.
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Business Rules
Content team to provide goal bank and list of interventions
Goals will show based on the subject area and student’s current grade
If the user selects a goal from the bank, they will see a list of interventions tied to the goal and tier level
The user may also search for any other intervention listed in Account Setup that is tied to the student grade, tier level and the subject for the plan (i.e. Math)
Goals and interventions are required for any plan In Progress or Mastered
Goal is single select
Interventions is multi-select
The user may click the Add goal button to add another line for goal and interventions
Monitor progress and who is responsible
UI
Users will type in to state how they will monitor progress
Users will select which team member(s) are responsible for implementing the plan by clicking in the checkbox.
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Business Rules
These fields are required for any plan in progress or mastered
Drop down is a multi-select and works as a toggle.
Notes
UI
The user may click in the notes box to enter a new note
Once the plan is saved, the note will appear in the saved notes below
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Business Rules
Saved notes will show the date and time the note was entered, the team member’s name who entered the note, and the plan state when the note was entered
Attachments
UI
If the user clicks Show Attachments, the screen will expand to show any uploaded attachments and allow the user to upload additional attachments
If the user is uploading multiple attachments, we will show the number of attachments being uploaded
The user may click on the attachment to open it on their computer
Clicking remove will remove the attachment from the plan
If the user clicks Hide attachments, this area will collapse and be hidden again
Business Rules
File limit of 5