Change Incident Tracking to Incident Reports
Change Edit Incident Tracking to Edit Report
Change View Incident Tracking to View Report
We need to make changes to permission settings to accommodate the changes to incident reporting.
Design
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 alerts
Given I am a user assigned to roles 5 or 6, I will have permission to edit report, view report, view settings, approve reports, and receive alerts
Given I am a user assigned to roles 5 or 6, I will not have permission to edit settings
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 alerts
Given I am a user assigned to lead teacher, multi-account lead teacher, or case manager, I will not have permission to edit settings or approve reports
Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will have permission to edit reports, view reports, and receive alerts
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 reports
Given I am a paraprofessional, I will have permission to view reports
Given I am a paraprofessional, I will not have permission to edit reports, edit settings, view settings, approve reports, or receive alerts
Given I am a user assigned to a custom role that previously had permission to view incident tracking, I will have permission to view reports
Given I am a user assigned to a custom role that previously had permission to edit incident tracking, I will have permission to edit reports
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.
Staff Permissions
UI
Remove Incident Tracking from permission settings.
Under Behavior Support, add:
View Settings
Edit Settings
Create Approve Report
Edit Behavior List
Edit Actions ListReceive Alerts
View Reports
Edit Locations ListCreate Custom TemplateReports
Business Rules
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 ,& 6,7) will have permission to:
Edit Report
View Report
View Settings
Edit Settings
Create Approve Report
Edit Behavior List
Edit Actions List
Create Custom Template
Receive Alerts
By default, Lead Teachers, Multi-Account Lead Teachers, and Case Managers will have permission to:
Edit Report
View Report
Create Report
Edit Behavior List
Edit Actions ListView settings
Receive Alerts
By default, Teachers and Multi-Account Teachers will have permission to:
Create Edit Report
View Report
Receive Alerts
By default, Paraprofessionals will have permission to:
View Report
If a user makes changes to the behavior list, actions list, or location list
By default, we will show a list of common locations. Users may add/remove locations on the list:
Classroom
Hallway
Bus
Cafeteria
Playground
Gym
Community/Field TripView 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.
Any custom role currently set with permission to view incident tracking will have permission to: