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changes.mady.by.user Kara Michelle Liu

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changes.mady.by.user Felicia Mizgorski

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Teacher, Paraprofessional

We need to simplify the settings in Behavior support and Data Express into one Data Settings.

User Stories:

  • As a user, I want to understand which roles have permission to which components of Incident Reports, so I can ensure users have the proper level of access

  • As a user, I want to select which permission settings users assigned to a custom role have, so I can ensure users have the proper level of access

Acceptance Criteria:

  • Given I am a user assigned to Role 7, I will have permission to edit report, view report, edit settings, view settings, approve reports, and receive alertsSkills, Behavior, and MTSS Interventions, I will see the Data section in permissions.

  • Given I am a user assigned to roles 5 or 6Role 7, I will have permission to edit report, view report, view settings, approve reports, and receive alertsrecord data and Manage Data/ Points.

  • Given I am a user assigned to roles 5 or 6, I will not have permission to edit settingsrecord data and Manage Data/Points for any user at a lower role level that I have access to in my building(s)

  • Given I am a user assigned to lead teacher, multi-account lead teacher, or case manager, I will have permission to edit reports, view reports, view settings, and receive alertsRecord and Manage Data/Points of any student they currently have access that was recorded by any user at lower role level

  • Given I am a user assigned to lead teacher (role 4), multi-account lead teacher, or case managerrelated service provider, I will not have permission to edit settings or approve reportsRecord and Manage Data/Points of any user at lower level for any student they currently have access to that was recorded by any user at lower level assigned to their classroom

  • Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will not have permission to edit reports, view reports, and receive alertsManage Data/ Points recorded by a user of a higher or equal role connected to their classroom

  • Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will not have permission to edit settings, view settings, or approve reportsManage Data/ Points recorded by a user of a lower role NOT connected to their classroom

  • Given I am a paraprofessional, I will have permission to view reportsRecord data

  • Given I am a paraprofessional, I will not have permission to edit reports, edit settings, view settings, approve reports, or receive alertsManage Data/Points

  • Given I am a user assigned to a custom role that previously had permission to view incident trackingEnter Data (Data Express), I will have permission to view reportsRecord Data.

  • Given I am a user assigned to a custom role that previously had permission to edit incident trackingDelete Others data (Data Express), I will have permission to edit reportsManage Data/Points.

  • Given I am a family member, I will only have access to view an incident report once it has been shared with me. I will not have permission to access anything else.

Design:

Data permissions

Behavior support: Staff permissions

Design

UI

  • Remove Incident Tracking from permission settings.

  • Under Behavior Support, add:

    • View Settings

    • Edit Settings

    • Approve Report

    • Receive Alerts

    • View Reports

    • Edit Reports

Image Removed

 

  • Under Behavior Support, we will change View to View Behaviors

  • We need to add permissions for:

    • Record Behaviors

    • Manage Data/Points

    • Record Team Notes

    • Record Student/Parent Notes

  • Under Message Center (new category), we need to add permissions for:

    • Read/Send Messages

  • Edit Report allows users to edit or delete a previously created Incident Report for all students they have access to

  • View Report allows users to view a previously created Incident Report for all students they have access to

  • By default, Role 7 will have permission to:

    • Edit Reports

    • View Reports

    • Receive Alerts

    • Approve Reports

    • Edit Settings

    • View Settings

  • By default, all other default administrative roles (5 & 6) will have permission to:

    • Edit Report

    • View Report

    • View Settings

    • Approve Report

    • Receive Alerts

  • By default, Lead Teachers, Multi-Account Lead Teachers, and Case Managers will have permission to:

    • Edit Report

    • View Report

    • View settings

    • Receive Alerts

  • By default, Teachers and Multi-Account Teachers will have permission to:

    • Edit Report

    • View Report

    • Receive Alerts

  • By default, Paraprofessionals will have permission to:

    • View Report

  • Any custom role currently set with permission to view incident tracking will have permission to:

    • View Report

  • Any custom role currently set with permission to edit incident tracking will have permission to:

    • View Report

    • Edit Report

    • Receive Alerts

  • As a note, family members (parents) will only be able to view reports once a user has shared it with them. They will have access to nothing else at this time.

  • Behavior Support section in permissions will show for Skills, Behavior, MTSS Interventions, and SEL SEL

    • By default the permission settings are checked for:

    Behavior

    Record Behaviors

    7, 6, 5, Lead Teacher, Multi-Account Lead, Case Manager, Teacher, Multi-Account

    • NOT have permission to Record Data or Manage Data/Points

    Data permissions

    Design

    • Please rename Data Express to Data Tracking

    • The Data permissions will be:

    1. Record Data (replaces Data express: Enter data): Record Date can only record data.

    2. Manage Data/Points ( replaces Data Express: Delete others data and unmaster target) Manage Data/Points can edit data they recorded and also edit data recorded by users with the Record Data Permission. Manage Data/Points can master and unmaster targets. Users with permission to Manage Data / Points can edit other user’s entries who have the same permission to Manage Data / Points.

    Business Rules

    Image Removed

    • Record Data allows users to enter data ( Points, skills, and behavior data) for all students they currently have access to and to view previously created data for all students they have access to. This also allows the user to delete data points that they entered.

    • Manage Data/Points allows users to edit/ delete data for any student they currently have access to that was entered by any user at a lower role level AND unmaster targets that were mastered by any user at a lower role level. Custom roles will only be able to edit/delete their own data and unmaster targets that they mastered.

    • Data section in permissions will show for Skills, Behavior, and MTSS Interventions

    • By default, Record Data will be enabled for the following roles:

      • Role7

      • Role 6

      • Role 5

      • Lead Teacher

      • Lead multi-account teacher

      • Multi-account teacher

      • Case Manager

      • Teacher

      • Related Service Provider

      • Paraprofessionals

      • Any custom role that currently has Data Express: Enter Data enabled

    • By default, Manage Data/ Points will be enabled for the following roles:

      • Role7

      • Role 6 ( of any user at lower level)

      • Role 5 ( of any user at lower level)

      • Lead Teacher ( for any student they currently have access to that was recorded by any user at lower level for any student they currently have access to)

      • Lead Multi-account teacher ( for any student they currently have access to that was recorded by any user at lower level for any student they currently have access to)

      • Case Manager ( or any student they currently have access that was recorded by any user at lower level)

      • Teachers ( for any student they currently have access that was recorded by any user at lower level assigned to their classroom)

      • Multi-account teachers ( of any user at lower level for any student they currently have access to that was recorded by any user at lower level assigned to their classroom)

      • Related Service Provider ( of any user at lower level for any student they currently have access to that was recorded by any user at lower level assigned to their classroom)

    • Family Members will NOT have permission to Record or Manage Data/Points

    • Any custom role that currently has access to Enter Data (Data Express)

      • Manage Record Data/Points

      • 7, 6, 5, Lead Teacher, Multi-Account Lead, Case Manager

    • Any custom role that currently has access to Delete Others Data and Unmaster Target (Data Express)

    • Record Team Notes

      • 7, 6, 5, Lead Teacher, Multi-Account Lead, Case Manager, Teacher, Multi-Account Teacher, Paraprofessional

      • Any custom role that currently has access to Enter Data (Data Express)

    • Record Student/Parent Notes

      • 7, 6, 5, Lead Teacher, Multi-Account Lead, Case Manager, Teacher, Multi-Account Teacher, Related Service Provider

      • Any custom role that is marked “is admin”

    • Message Center

      • Read/Send Messages

        • 7, 6, 5, Lead Teacher, Multi-Account Lead, Case Manager, Teacher, Multi-Account Teacher, Related Service Provider, Paraprofessional

        • Any custom role that is marked “is admin”

    Behavior support: Family Roles

    Design

    We need to add the following permission setting under Behavior:

    • View Points

    We need to add the following permission settings under Message Center:

    • Read Messages

    • Send Messages

    Business Rules

    • Default roles of Parent/Home Caregiver and Multi-Account Parent/Home Caregiver will have permission to View Points, Read Messages, and Send Messages.

    Data Express

      • Manage Data/Points

    Permissions and Roles for Paraprofessionals, Custom Roles

    • Given user is a Role 2 (Paraprofessional) and has MTSS Interventions (all tools or Behavior Tracking/Behavior Plan enabled) and access to Data Express > Record Data, then they will see the Edit data button only for the data they entered.

    • Given user is a Role 2 (Paraprofessional) and has MTSS Interventions (all tools or Behavior Tracking/Behavior Plan enabled) and access to Data Express > Record, then they will see the Delete data button only for the data they entered.

    • Given user has a non-admin custom role and has MTSS Interventions (all tools or Behavior Tracking/Behavior Plan enabled) and access to Data Express → Record Data, then will see the record data button.

    • Given user has an admin custom role and has MTSS Interventions (all tools or Behavior Tracking/Behavior Plan enabled) and access to Data Express → Manage Data / Points, then they will be able to master and unmaster targets.

    • Given a legacy account has an admin custom role and has MTSS Interventions (all tools or Behavior Tracking/Behavior Plan enabled) and access to Data Express → Manage Data/Points, then they will be able to master and unmaster targets, edit, delete data entered by themselves and others.

    • Given a legacy account has a non-admin custom role and has MTSS Interventions (all tools or Behavior Tracking/Behavior Plan enabled) and access to Data Express → Record Data, then they will see the record data button and be able to Edit data they have entered.