We need to add a log of all incidents and actions for a student in the behavior support area. We will also need to update the existing incident log in View Progress to reflect this new design.
DESIGN: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=2138%3A31166https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=24519%3A214047
Acceptance Criteria:
Given I am a user with access to skills, behavior, SEL, or MTSS Interventions and permission to View reports, I will be able to view the student reports
Given I am a user with access to skills, behavior, SEL, or MTSS Interventions and I do not have permission to View reports, I will not be able to view student reports
Open Report
Design
From behavior support section for a specific student, the user may click on View Incidents (Incidents block) for any of the tiers.
Alternatively, the user may click on Incidents under recommended tools
The user may also click on Incident Reports in View Progress.
Here, they will see the Incident Report for this student.
Business Rules
Any user with permission to View Reports (under Behavior Support) and who belongs to a building that has purchased skills, behavior, SEL, or MTSS Interventions will have access to this section
We will default to Incidents.
Location filter should be All, then default and custom locations logged for students from classroom in abc order
Adjust the Date
Design
We will show a report for Incidents and one for Actions
The user may click on Past 30 days to change the date range.
They will see the pre-set options of:
Today
Yesterday
Past 7 Days
Past 30 Days
Past 90 Days
Past Year
Alternatively they may enter a custom date range by clicking two dates as a start and end date on the calendar.
Once the date range has been changed, we will see this reflected on the report (in place of the text Past 30 Days).
Business Rules
Date will default to past 30 days
Date range cannot be in the future.
Total Number of Incidents
Design
The user will see the number of incidents that occurred within the selected date range
If no incidents were reported within the date range, the user will see a congratulatory message.
Business Rules
We will show the number of incidents that occurred for this student in any classroom (or if no classroom was selected) within the date range.
Incidents Tab
Design
Below the total number of incidents, the user will see the name of each incident type reported for this student within the date range & the number of occurrences for each incident type for this student.
If the user clicks on the down arrow next to an incident, it will expand to show the date and time (if available) of each incident for this student the action taken.
Next to View Report, we will show the approval status of Approved, Pending Approval, or Denied
If the user clicks “View report,” the Incident Report for that occurrence will show in a modal.
If the user clicks the up arrow next to an incident, the details will collapse/hide.
Business Rules
Incidents is the default tab
By default, all incidents will be collapsed & no details will show.
Any incident recorded prior to the launch of incident report templates will use the Rethink default incident report template.
If the incident report includes a student the user does not have access to, that student’s first and last name will be redacted.
Any user with permission to Approve Report (under Incident Reports) will see the options: Pending Approval, Approved, or Denied
If this user views a report that is pending approval, they will see the approval screen & have the option to approve or deny.
Any user without permission to Approve Report (under Incident Reports) will see the status of: Pending Approval, Approved, or Denied
Location filter should be All, then default and custom locations logged for students from classroom in abc order
Actions Tab
Design
When the user clicks the Actions button, the user will be taken to the actions report.
Below the total number of incidents, they will see the name of each action reported within the date range for that student and the number of occurrences for each action for that student.
If the user clicks on the down arrow next to an action, it will expand to show the date and time (if available) of each action and the incident type the action was reported for this student.
Next to View Report, we will show the approval status of Approved, Pending Approval, or Denied
If the user clicks “View report,” the Incident Report for that occurrence will show in a modal.
If the user clicks the up arrow next to an action, the details will collapse/hide.
Business Rules
By default, all actions will be collapsed & no details will show.
Any incident recorded prior to the launch of incident report templates will use the Rethink default incident report template.
If the incident report includes a student the user does not have access to, that student’s first and last name will be redacted.
Location filter should be All, then default and custom locations logged for students from classroom in abc order
Design
If the user clicks the print button, a PDF of the report will show
The report will show the rethink ed logo in the upper left corner and a heading of STUDENT FIRST NAME LAST INITIAL’S Incident Report Log
We will show a sub-heading with the date range
Business Rules
We will print the report based on the date range selected
We will print the report with all incidents/actions expanded (showing all details)
We will not print the print/export buttons and we will not print the edit/delete buttons
We will print the report we are currently viewing. Meaning, if we are viewing the incidents tab, this is the report we will print.
Export
Design
If the user clicks the export button, they will be prompted to download an excel file
Incidents
We will show a column for:
Incident Type
Date
Time
Action Taken
Actions
We will show a column for
Action Taken
Date
Time
Incident Type
Business Rules
We will export the report based on the date range and tab (actions or incidents) selected
We will sort the list by date, with the most recent incident/action at the top
Old Incidents Needs Notes
UI:
User clicks on type tab to show incident type.
User clicks on Actions tab to show actions taken.
Business Rules:
Notes section from old incident reports will carry over into new incidents product for the incident type tab.
Notes section from old incident reports will carry over into new incidents product for the actions type tab.