We need a way to show the continuation of a Behavior Plan that has had multiple review dates. Review plan shows the active behavior plan and gives options to continue the behavior plan as is or edit existing behaviors so that the behavior plan remains relevant as the child grows toward achieving their behavior goals.
User Stories:
As a teacher who is evaluating an Active behavior plan approaching it’s second review date, I need to edit the behavior goals so that they reflect the growth the student has achieved and keeps moving forward in their development.
As a special education supervisor who is evaluating an Active behavior plan, I need a quick guide to help me assess the effectiveness of the plan so that I can determine if we will continue with this plan or create something new.
Acceptance Criteria:
Given I am a user with access to MTSS interventions (all tools or Behavior Plans and Behavior Tracking enabled) and permission to Behavior Support, > Edit Reports I will have the ability to create and edit behavior plans.
Given I am a user with access to MTSS interventions (all tools or Behavior Plans and Behavior Tracking enabled), I will be able to see behavior plans.
Review Plan
UI:
Active Behavior Plan view
User clicks on Review button to open the review panel.
Review panel will be open on the day of the review and remain open until review is completed
To hide the review panel and restore the Discussion panel to it’s default location, user clicks on Hide Review button.
Reviewing the Behavior Plan
User is prompted to review data, make changes, and select a new review data. Depending on the responses, the path is different. (See images below)
Business Rules:
Users with access to MTSS interventions (all tools or Behavior Plans and Behavior Tracking enabled) and permission to Behavior Support → Edit Reports will be able to create and edit behavior plans.
There is no limit to the number of review dates a behavior plan can have.
Review Plan button is shown on all active behavior plans at all times that the review side panel is not open. (See image: Active Behavior Plan with Review Button)
If user clicks on Review button, then the review panel is shown and the Discussion is moved down. (See image: Review Panel)
If user clicks on Review, then the Hide Review button replaces the Review button. (See image: Review Panel)
If user clicks on Hide Review button, then the review panel is hidden from view and the Discussion is returned to it’s location shown in the image: Active Behavior Plan with Review Button.
Review panel will be open by default on review date and remain open until review is completed
Reviewing the Behavior Plan
If user selects Review button, then a series of questions is shown to the user and based on their Yes or No responses. (See multiple images for Reviewing the Behavior Plan)
Users can review an active behavior plan anytime and multiple times with the most recent entry replacing the previous entry.
See image: Review Data
If user selects No from the question Have you reviewed the data?, then Review the data so that you can determine the next steps for the behavior plan. is shown.
If user selects Yes from the question Have you reviewed the data?, then Would you like to make changes? is shown.
Selecting Save saves the response.
See image: Make Changes
If user selects No from the question Would you like to make changes?, then the question Would you like to set a new review date is shown.
If user selects Yes from the question Would you like to make changes?, then the text: In order to make changes a draft copy of your behavior plan will be created and will need to be submitted for approval. The current behavior plan remains active until you replace it or change the status. (See: Create Approval Process)
Selecting Save shows the user the copy of their behavior plan in the draft status.
Selecting Save also keeps the current behavior plan active.
Selecting Save saves the response.
See image: New Review Date
If user selects No from the question Would you like to set a new review date?, then Please select a status. and the three choices- Active, Mastered, Archived with their corresponding information icon is shown.
If user clicks on or hovers over Active icon, then Active status keeps the behavior plan in place. is shown.
If user clicks on or hovers over Mastered icon, then Mastered cannot be edited for future use. is shown.
If user clicks on or hovers over Archived icon, then Archived status be edited for future use. is shown.
If user clicks on Save without making a selection, then Please choose a status. is shown.
A selection is required for this step.