Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
We

We will create a report that details the activities users completed in order to prep for a SEL lesson. Prep activities include lesson videos, lesson plans, and lesson materials.

User Story: As an admin, I want to see which lesson domains staff and students have accessed, so I can ensure we are addressing all areas our special education students need to succeed.

General Concept

Design

  • When the user is on the Lessons tab and selects Social Emotional Learning in the drop down, and then selects Prep, they will see a table detailing usage for prep activities for SEL.

Image Removed

Acceptance Criteria:

  • Given I am an admin at an account that has purchased SEL SEL, I will see this report

  • Given I am an admin at an account that has NOT purchased SEL SEL, I will NOT see this report

  • Given am viewing this report, I will not be able to filter by students

  • Given I have selected multiple regions/buildings/roles/team members, I will see a tab detailing usage for each selection I have made

  • Given I have clicked on the export button on the main report, I will have the option to export as CSV or Excel

  • Given I have exported the main report, I will see a file containing the data from all tabs/selections

  • Given I have printed the main report, I will see a PDF of the currently viewed report

  • Given I am viewing a district, region, or team member report, I will not have access to the pop-up modal

Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=6498%3A58832


General Concept

Design

  • When the user is on the Lessons tab and selects Social Emotional Learning in the drop down, and then selects Prep, they will see a table detailing usage for prep activities for SEL.

Image Added
  • We will also show a filter for Tier. The options are:

    • All Tiers

    • Tiers 1 & 2

    • Tier 3

  • We will also show a filter for Grade. The grades available are:

    • All Grades

    • Kindergarten

    • Grade 1

    • Grade 2

    • Grade 3

    • Grade 4

    • Grade 5

    • Grade 6

    • Grade 7

    • Grade 8

    • Grade 9

    • Grade 10

    • Grade 11

    • Grade 12

    • Grades PK-2

    • Grades 3-5

    • Grades 6-8

    • Grades 9-12

  • We will show a tab for each region/building/role/team member selected

  • The table will show a row for each of the lesson domains:

    • All Domains

    • Awareness of Self & Others

    • Self-Management

    • Social Skills

    • Social Awareness

    • Self-Care

    • Trauma

  • And a column for

    • Lesson Videos

    • Lesson Plans

    • Lesson Materials

  • For each domain, we will show a button to expand. Clicking this button will reveal a row for each lesson area within the domain. Clicking this button again will collapse this view

  • The lesson areas are:

    • Awareness of Self & Others

      • Emotions

      • Growth Mindset

      • Learning Skills

      • Self-Knowledge

      • Values

      • Wants and Needs

    • Self-Management

      • Focus

      • Goal Setting

      • Problem Solving

      • Resilience

      • Self-Control

      • Stress Management

    • Social Skills

      • Conflict Resolution

      • Cooperation

      • Fairness

      • Friendship

      • Relationships

      • Respect

    • Social Awareness

      • Actions and Consequences

      • Cultural Competence

      • Empathy

      • Safe & Ethical Behavior

      • Social Contributions

      • Support Systems

    • Self-Care

      • Healthy Boundaries

      • Mindfulness

      • Optimism

      • Self-Advocacy

      • Self-Compassion

      • Self-Efficacy

    • Trauma

      • Emotions

      • Stress-management

      • Support Systems

      • Resilience

  • Each column will be split into Users | Activities

  • The user needs to be able to sort the list by any column

Business Rules

  • This report will be available if any of the selected filter options have access to SEL lessons

  • The student filter will not be applicable for this report. If the user filters by student, we should show the no results message.

  • By default, we will sort alphabetically by domain. However, users should be able to sort by any column

  • All Domains row will show the number of unique users who accessed videos/plans/materials from any domain, as well as the total videos/plans/materials accessed, based on filter selections

  • The columns and sub-columns (i.e. Users | Activities) need to remain static as a user scrolls down the page

  • Any cell with 0 will not be clickable.

  • Tier

    • We will default to All Tiers. This will produce results for usage on both Tiers 1 & 2 and Tier 3 lessons

    • Selecting Tiers 1 & 2 will produce results for usage of Tiers 1 & 2 lessons only

    • Selecting Tier 3 lessons will produce results for usage of Tier 3 lessons only. Trauma lessons will not show when filtered to Tier 3.

  • Grade

    • We will default the grade filter to All Grades.

    • This filter is a single select filter.

    • Selecting a grade will filter to show usage based on the grade associated with the lesson

    • When filtered to All Tiers, all grade options listed will show

    • When filtered to Tiers 1 & 2, we will not show grade bands (PK-2, 3-5, 6-8, and 9-12)

    • When filtered to Tier 3, we will not show the individual grades. Instead, we will show All Grades, Grades PK-2, Grades 3-5, Grades 6-8, and Grades 9-12

  • Lesson Videos (Educators)

    • We will show Users | Videos

    • Users will show the number of users who accessed a lesson video for the specified domain/area/grade/tier within the date range

    • Videos will show the total number of videos accessed for that domain/area/grade/tier within the date range

    • We will count videos watched from the libraries or from the learning plan (any tab)

  • Lesson Plans

    • We will show Users | Plans

    • Users will show the number of unique users who accessed a lesson plan for the specified domain/area/grade/tier within the date range

    • Plans will show the total number of lesson plans accessed for that domain/area/grade/tier within the date range

    • We will count lesson plans viewed from the libraries or from the learning plan (any tab)

  • Lesson Materials

    • We will show Users | Materials

    • Users will show the number of unique users who accessed a lesson materials for the specified domain//area/grade/tier within the date range

    • Materials will show the total number of lesson materials accessed for that domain/area/grade/tier within the date range

    • We will count materials viewed from the libraries, my resources, or the learning plan (any tab).

Export/Print

  • Export

    • When the user clicks the export button, we will export the data for all tabs (using tabs in Excel)

  • Print

    • When the user clicks the print button, we will print based on the currently viewed tab

    • We will print the table as shown on the screen based on selections

    • We will not print the filters, side panel, pill tabs, or drop-down menu

    • We will show a title on the report of Prep Activities for Social Emotional Learning INSERT TIER Lessons from INSERT FILTER START DATE to INSERT FILTER END DATE

    • We will show a sub-title detailing the filter selections


Pop-Up Modal

UI

  • If the user clicks on the numbers within a column, they will see a pop-up listing the names of the users who accessed the activities for that domain/area

  • Lesson Videos

    • Heading will read Users who viewed Social Emotional Learning Lesson Videos

    • The sub-heading will list the domain

    • This report will list the name of each user who accessed lesson videos for the given domain, and the number of videos each user accessed, based on filter settings.

  • Lesson Plans

    • Heading will read Users who viewed Social Emotional Learning Lesson Plans

    • The sub-heading will list the domain

    • This report will list the name of each user who accessed lesson plans for the given domain, and the number of lesson plans each user accessed, based on filter settings

  • Lesson Materials

    • Heading will read Users who viewed Social Emotional Learning Lesson Materials

    • The sub-heading will list the domain

    • This report will list the name of each user who accessed lesson materials for the given domain, and the number of lesson lesson materials each user accessed, based on filter settings

Business Rules

  • For all lists of team members and students, we will show a load more button to decrease the amount of data we load at any given time.

  • Pop-Up Modal will not be available at the district, region, or region team member levels

  • Lesson Videos

    • If a user clicks on the numbers in this column, we will see a list of all users who accessed the lesson videos for this domain/area within the date range.

      • Users should be listed alphabetically by last name but names should be written First Name Last Name

    • We will also show the number of lesson videos each user accessed for the given domain/area, within the date range.

  • Lesson Plans

    • If a user clicks on the numbers in this column, we will see a list of all users who accessed the lesson plans for this domain/area within the date range.

      • Users should be listed alphabetically by last name but names should be written First Name Last Name

    • We will also show the number of lesson plans each user accessed for the given domain/area, within the date range.

  • Lesson Materials

    • If a user clicks on the numbers in this column, we will see a list of all users who accessed the lesson materials for this domain/area within the date range.

      • Users should be listed alphabetically by last name but names should be written First Name Last Name

    • We will also show the number of lesson materials each user accessed for the given domain/area, within the date range.

Export/Print

  • 🚩 Export

    • When the user clicks the export button, we will export the a report detailing the # of videos, plans, and materials accessed by all team members for the selected domain/area

    • We will not include team members who did not access any videos, plans, or materials for the selected domain/area

    Print

    We will export the full list of team members/students who accessed the given activity for the given domain.
  • Print

    • We will print the report as it shows in the modal


District

Design

  • When filtered by district, we will show all results on one screen. There will be no tabs

  • Cells will not be clickable & Pop-Up Modal will not exist

Business Rules

  • This report will be available if the district or any of it’s child accounts the user has access to have been allocated SEL SEL team member or student licenses.

  • We will calculate usage for all team members active within the date range

  • Lesson Videos

    • Users will show the number of users at the district or any of the child accounts the user has access to who accessed a lesson video for the specified domain/area/grade/tier within the date range

    • Videos will show the total number of videos accessed at the district or any of the district’s child accounts the user has access to for that domain/area/lesson/tier/grade within the date range

  • Lesson Plans

    • Users will show the number of unique users at the district or any of the district’s child accounts the user has access to who viewed a lesson plan for the specified domain/area/lesson grade/tier within the date range

    • Plans will show the total number of lesson plans accessed for that domain/area/lesson grade/tier by users at the district or any of the district’s child accounts the user has access to within the date range

  • Lesson Materials

    • Users will show the number of unique team members at the district or any of the district’s child accounts the user has access to who accessed a lesson material for the specified domain/area/lesson grade/tier within the date range

    • Materials will show the total number of lesson materials accessed for that domain/area/lesson grade/tier within the date range by users at the district or any of the district’s child accounts the user has access to

Export/Print

  • Export

    • We will export the data as it is displayed on the screen.

  • Print

    • Same as above

    • We will show a subtitle listing the name of the district


Region

Design

  • When filtered by region, we will show a tab for each selected region

  • When the user clicks on a tab for a particular region, they will view the report for that region only

  • Cells will not be clickable & Pop-Up Modal will not exist

Business Rules

  • This report will be available if any of the selected regions or any of their child accounts the user has access to have been allocated SEL SEL team member or student licenses.

  • We will calculate usage for all team members active at the selected region within the date range

  • Multi-account team members will be counted under each region in which they belonged within the date range.

  • If Team Member A belongs to Region A in September and views 3 videos and moves to Region B in October and views 0 videos, we will count the 3 videos under Region A and the 0 videos under Region B. This is also true for Students.

  • Lesson Videos

    • Users will show the number of users at the region or any of the region’s child accounts the user has access to who viewed a lesson video for the specified domain/area/lesson grade/tier within the date range

    • Videos will show the total number of videos accessed at the region or any of the region’s child accounts the user has access to for that domain/area/lesson grade/tier within the date range

  • Lesson Plans

    • Users will show the number of unique users at the region or any of the region’s child accounts the user has access to who viewed a lesson plan for the specified domain/area/lesson grade/tier within the date range

    • Plans will show the total number of lesson plans accessed for that domain/area/lesson grade/tier by users at the region or any of the region’s child accounts the user has access to

  • Lesson Materials

    • Users will show the number of unique team members at the region or any of the region’s child accounts the user has access to who accessed a lesson material for the specified domain/area/lesson grade/tier within the date range

    • Materials will show the total number of lesson materials accessed for that domain/area/lesson grade/tier within the date range by users at the region or any of the region’s child accounts the user has access to

Export/Print

  • Export

    • When the user clicks the export button, we will export the data for all regions selected (using tabs in Excel)

  • Print

    • We will show a subtitle listing the name of the region


Building

Design

  • When filtered by building, we will show a tab for each selected building

  • When the user clicks on a tab for a particular building, they will view the report for that building only

  • Clicking on a cell will produce the pop-up modal

Business Rules

  • This report will be available if any of the selected buildings have been allocated SEL SEL team member or student licenses.

  • We will calculate usage for all team members active at the selected building within the date range

  • Multi-account team members will be counted under each building in which they belonged within the date range.

  • If Team Member A belongs to Building A in September and views 3 videos and moves to Building B in October and views 0 videos, we will count the 3 videos under Building A and the 0 videos under Building B.

  • Lesson Videos

    • Users will show the number of users at the building who viewed a lesson video for the specified domain/area/lesson grade/tier within the date range

    • Videos will show the total number of videos accessed by users at the building for that domain/area/lesson grade/tier within the date range

    • If a user clicks on the numbers in this column, we will see a list of all team members at the building who viewed the lesson videos for this domain/area/lesson grade/tier within the date range.

  • Lesson Plans

    • Users will show the number of unique users at the building who viewed a lesson plan for the specified domain/lesson grade/tier within the date range

    • Plans will show the total number of lesson plans accessed for that domain/area/lesson grade/tier by users at the building within the date range

    • If a user clicks on the numbers in this column, we will see a list of all users at the building who viewed a lesson plan for this domain/area/lesson grade/tier within the date range.

  • Lesson Materials

    • Users will show the number of unique team members at the building who accessed a lesson material for the specified domain/area/lesson grade/tier within the date range

    • Materials will show the total number of lesson materials accessed for that domain/area/lesson grade/tier within the date range by users at the building

    • If a user clicks on the numbers in this column, we will see a list of all users at the building who accessed the lesson materials for this domain/area/lesson grade/tier within the date range.

Export/Print

  • Main Report

    • Export

      • When the user clicks the export button, we will export the data for all selected buildings (using tabs in Excel).

    • Print

      • We will show a subtitle listing the name of the building

  • Pop-Up Modal

    • Export

      • When the user clicks the export button, we will export the data for all activity types for the selected domain/activity

      • We will show a separate tab in Excel for videos, plans, materials, and activities for each building selected

    • Print

      • We will print the report as it shows in the modal


Role

Design

  • When filtered by role, we will show a tab for each selected role

  • When the user clicks on a tab for a particular role, they will view the report for that role only

  • Clicking on a cell will produce the pop-up modal

Business Rules

  • This report will be available if any of the accounts the user has access to contain team members with the selected role have been allocated SEL SEL team member or student licenses.

  • We will calculate usage for all team members active at the within the date range

  • If Team Member A is assigned to Role A in September and views 3 videos and is reassigned to Role B in October and views 0 videos, we will count the 3 videos under Role A and the 0 videos under Role B.

  • Lesson Videos

    • Users will show the number of users assigned to the selected role at all accounts the user has access to who viewed a lesson video for the specified domain/area/lesson grade/tier within the date range

    • Videos will show the total number of videos accessed by users assigned to the selected role at all accounts the user has access to for that domain/area/lesson grade/tier within the date range

    • If a user clicks on the numbers in this column, we will see a list of all team members assigned to the selected role in all accounts the user has access to who viewed the lesson videos for this domain/area/lesson grade/tier within the date range.

  • Lesson Plans

    • Users will show the number of unique users assigned to the selected role at all accounts the user has access to who viewed a lesson plan for the specified domain/area/lesson grade/tier within the date range

    • Plans will show the total number of lesson plans accessed for that domain/area/lesson grade/tier within the date range by all users with the selected role at all accounts the user has access to

    • If a user clicks on the numbers in this column, we will see a list of all users assigned to the selected role at all accounts the user has access to who viewed a lesson plan for this domain/area/lesson grade/tier within the date range.

  • Lesson Materials

    • Users will show the number of unique team members assigned to the selected role at all accounts the user has access to who accessed a lesson material for the specified domain/area/lesson grade/tier within the date range

    • Materials will show the total number of lesson materials accessed for that domain/area/lesson grade/tier within the date range by users assigned to the selected role at all accounts the user has access to

    • If a user clicks on the numbers in this column, we will see a list of all users assigned to the selected role at all accounts the user has access to who viewed the lesson materials for this domain/area/lesson grade/tier within the date range.

Export/Print

  • Main Report

    • Export

      • When the user clicks the export button, we will export the data for all selected roles (using tabs in Excel)

    • Print

      • We will show a subtitle listing the name of the role

  • Pop-Up Modal

    • Export

      • When the user clicks the export button, we will export the data for all activity types for the selected domain/area

      • We will show a separate tab for videos, plans, materials, and activities for each role selected

    • Print

      • We will print the report as it shows in the modal


🚩 Team Member

Design

  • When filtered by team member, we will show a tab for each selected team member

  • When the user clicks on a tab for a particular team member, they will view the report for that team member only

  • The grade filter will show, but the user will not be able to change the grade from All Grades

  • The team member columns on the report (i.e. Lesson Plans, Lesson Videos, and Lesson Materials) will not be clickable

  • Clicking on Export will export the data to Excel or CSV

  • Clicking on Print will print the report

Image Removed
  • Cells will not be clickable & Pop-Up Modal will not exist

Image Added

Business Rules

  • This report will be available if any of the accounts the user has access to contain the selected team members have been allocated SEL SEL team member or student licenses.

  • Grade filter will reset to All Grades and cannot be changed

  • Lesson Videos

    • Users will show 1 if the selected team member viewed a lesson video for the selected domain/area/tier within the date range. If not, we will show 0.

    • Videos will show the total number of videos accessed by the selected team member for that domain/area/tier within the date rangeNot clickable

  • Lesson Plans

    • Users will show 1 if the selected team member viewed a lesson plan for the selected domain/area/tier within the date range. If not, we will show 0.

    • Plans will show the total number of lesson plans accessed for that domain/area/tier within the date range by the selected team memberNot clickable

  • Lesson Materials

    • Users will show 1 if the selected team member viewed a lesson material for the selected domain/tier within the date range. If not, we will show 0.

    • Materials will show the total number of lesson materials accessed for that domain/area/tier within the date range by the selected team member

    • Not clickable

Export/Print

  • We will export the data as it is displayed on the screen.

  • Print

    • We will not print the filter, side panel, or pill tabs

    • Print in landscape

    • Show logo at top of page

    • Table should fill the page

    • We will show a title of Prep Activities for Social Emotional Learning INSERT TIER Lessons for INSERT FILTER START DATE to INSERT FILTER END DATEteam member

Export/Print

  • Export

    • When the user clicks the export button, we will export the data for all selected team members (using tabs in Excel)

  • Print

    • We will show a subtitle listing the name of the team member