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We need to add account settings to allow districts to customize how the new incident reporting tool will work in their district.

Design

  • Users will have the option of using the Rethink Template or a Custom Template for Incident Reports

  • There should also be an option to lock this setting for all accounts or allow local administrators to make changes.

  • Next to Custom Template, we will show a menu of any custom templates created. We will also show a Create New Template option.

    • If a user clicks Create New Template, they will be directed to the Create Template Screen.

    • Image Added

Business Rules

  • This setting will only show for users with permission to view/edit Incident Report Settings

  • SHOULD WE ALLOW BUILDING ADMINS THE ABILITY TO CREATE THEIR OWN TEMPLATE? WILL THIS BE CONFUSING FOR MULTI-ACCOUNT USERS?

  • The setting to lock the setting or allow changes will show for users at parent accounts (district/region level). Users at the building level will not see this option.

  • The settings will be

    • Rethink Template (default) or Custom Template

    • Allow Local Administrators to Make Changes (default) or Lock Settings

  • If Custom Template is selected, users must select a custom template or create a new template in order to save changes.

  • If a user at a parent account selects Custom Template and Allow Changes, the Custom Template selected will apply to all child accounts. Users at the child accounts may select a different custom template or the rethink template. This setting will apply to all user/students within the account.

  • If a user at a parent account selects Rethink Template and Allow Changes, the Rethink Template will apply to all child accounts. Users at the child accounts may select a custom template. This setting will apply to all users/students within the account.

  • If a user at a parent account selects Custom Template and Lock Settings, the Custom Template selected will apply to all child accounts & cannot be changed by users at the child accounts. Users at the child accounts will see a message that says "This setting has been locked by an administrator. Please contact an administrator if changes are needed."

  • If a user at a parent account selects Rethink Template and Lock Settings, the Rethink Template will apply to all child accounts & cannot be changed by users at the child accounts. Users at the child accounts will see a message that says "This setting has been locked by an administrator. Please contact an administrator if changes are needed."