Users will have the ability to create a formal incident report based on the template settings. A report may be created from the Incident Reporting tool or as part of the user flow from logging a negative behavior in the point system.
Go to Incident Reports
Design
There are 3 ways to navigate to Incident Reports:
From Behavior
The user will click on Record Incident on the Tier 1, 2, or 3 screens.
From here, the user will select a classroom
Once the classroom has been selected, the user will click “Select”
From a Classroom/Group
From the classroom or group page, the user will select “record an incident” from the left-side navigation menu.
From My Students - Behavior Support
On any Tier, the user may click Record an incident
Alternatively, the user may click Incidents under recommended tools
From here, the user will click Record incident
Business Rules
Behavior Section:
Any user with permission to Edit Reports (under Behavior Support) will have access to Record incident button.
All non-admin users will see classrooms they are currently assigned to
Classrooms will be listed alphabetically
Admins will see a search bar instead of the classrooms list. Admins will need to search for a classroom by name.
Classroom/Group Section:
Any user with permission to Edit Reports (under Behavior Support) will have access to Record an incident link.
Students Sections:
Any user with permission to Edit Reports (under Behavior Support) will have access to Record Incident button.
Create the Report
Design
We will now see the Record Incident modal
This screen will show us all of the fields included on the active template.
Clicking the X will close the modal without saving changes.
Clicking Save will save the changes and bring the user to the report.
Business Rules
The fields will be displayed based on the active template.
The required fields (cannot be blank) are:
Date
Select Students
Incident Type
Frequency
Action Taken
Items will show based on their location on the template unless otherwise specified below. Meaning, if it is the first item on the template, it will show at the top. If it is the last item on the template, it will show at the bottom.
| Select the Date
Design
When the user clicks the word Today, a calendar will open.
Once the date is selected, that date will show in place of the word Today (unless today’s date was selected)
Business Rules
The user may not select a date in the future
The date field will always show in this location, even if it has been moved farther down the report template.
This is a required field
| Select the Time
Design
When the user clicks the time, a time menu will open.
Once the time is selected, the menu will close and that time will show.
Business Rules
This field will show if Time is included on the currently active template.
The time field will always show in this location, even if it has been moved farther down the report template.
| Select Students
Design
The user will use the slider to select which student(s) to include in the report.
The user may search for a student by name
We will show the number of students selected
Business Rules
This section will show if the user entered via Behavior section or Classroom/Group. If the user entered via My Students, this section will not show as we have already selected a student (i.e. if we enter from John’s Behavior Support section, John is the selected student).
This is a required field.
We will show all students currently assigned to the classroom/group.
Multiple students can be selected.
| Classroom
Design
The user will select a classroom from the drop-down menu
Business Rules
If the user entered via My Students, we will show all classrooms both the student and user currently belong to (admins will see all classrooms the student currently belongs to). This is not required.
Classrooms will be listed alphabetically
If entering via Behavior or Classroom, we will default to the classroom selected. This cannot be changed, so no other classrooms will show & no need for selector arrow. The word optional will not show.
If entering via Group, we will default to the classroom the group belongs to. This cannot be changed, so no other classrooms will show & no need for selector arrow. The word optional will not show.
Only one classroom can be selected.
This field will show if Classroom is included on the currently active template.
| Location
Design
The user will select a location from the drop-down menu
If the user clicks Add New, they may type in the name of a location
Business Rules
This is not a required field
This field will show if Location is included on the currently active template.
The user will see a list of default locations based on location settings for the account.
If the user adds a new location, this new location will be added to the list for the classroom selected. If no classroom has been selected, it will not be saved for future use.
| Incident Type
Design
The user will select an incident type from the drop-down menu
If the user clicks Add additional incident type, they may type in selects Custom Incident from the list, they will need to enter the name of the incident into the box.
If the user wished to include a second incident type WHAT?
clicks Add additional incident, they may add another incident to the report.
The user may click the X to remove an incident from the report.
Business Rules
This is a required field.
The user will see the incident types set in Account Settings.
If the user adds a new custom incident type, this new incident type will be added to the list for the classroom selected. If no classroom has been selected, it will not be saved for future use.
We will not allow multi-select
At least 1 incident must be added to the report
| Frequency
Design
The user will select or enter the number of times the behavior (incident type) was observed
Business Rules
This is a required field.
We will default to 1
Can be set to any whole number greater than 0.
The frequency will apply to the incident it is next to.
| Action Taken
Design
The user will select the action(s) taken for this incident
If the user clicks Add additional action, they will enter a custom action
Business Rules
This is a required field
We will allow multi-select
If frequency is set higher than 1, we will still only count one occurrence of each selected action.
This action will apply to all selected incidents.
The actions will show based on the Account Settings
If the user adds a new action, this new action will be added to the list for the classroom selected. If no classroom has been selected, it will not be saved for future use.
| Was anyone physically harmed?
Design
The user will select yes or no
Business Rules
This is not a required field unless specified on custom template
This will show if this field is included on the currently active template
We will default to No
| Name of Witnesses
Design
The user will type in the name(s) of any witnesses to the incident
Business Rules
This is not a required field unless specified on custom template
This will show if this field is included on the currently active template
| Name of Person Reporting the Incident
Design
The user will see their first and last name as it is entered in the system
The user my type in the box to change the name
Business Rules
This is not a required field unless specified on custom template
This will show if this field is included on the currently active template
| Notes
Design
The user may type in the box to enter any additional notes.
Business Rules
This is not a required field unless specified on custom template
This will show if this field is included on the currently active template
| School Name
Design
The user will see the name of the building the student belongs to. They may click in the box and change the name.
Business Rules
This is not a required field unless specified on custom template
This will show if this field is included on the currently active template
| Student Age & Student Grade
Design
These fields will not show on the record incident screen, but will show on the report.
Business Rules
If these fields are included on the currently active template, they will show on the report but not on the record screen.
| Custom Short Text Field
Design
Any custom short text field will show the custom label name above a blank box.
The user may type in the box.
Business Rules
This is not a required field unless specified on custom template
This will show for each custom short text field included on the currently active template
| Custom Long Text Field
Design
Any custom long text field will show the custom label name above a multi-line blank box.
The user may type in the box.
Business Rules
This is not a required field unless specified on custom template
This will show for each custom long text field included on the currently active template
| Custom Checkbox Field
Design
Any custom checkbox field will show the custom label name above a checkbox.
The user may check the box.
Business Rules
This is not a required field unless specified on custom template
This will show for each custom checkbox field included on the currently active template
Save
Design
Once all fields are completed, the user will click one of the following buttons:
Submit for approval
Save and approve
After clicking this button, the record incident modal will close.
Business Rules
Users with permission to Approve Report (under Behavior Support) will see the save and approve button. Clicking this button will save the incident and mark the report as approved.
Users without permission to Approve Report (under Behavior Support) will see the submit for approval button. This will save the incident report and mark it as pending approval.