We need a way for users to print their behavior plan that includes a signature section so that documentation of the behavior plan can be kept and shared as a paper copy.
User Stories:
As a special education supervisor who manages all behavior plans for our district, I need a way to print a copy for all stakeholders to sign our review meetings so that we remain in compliance with our district and state mandates.
As a principal I need a paper copy of each behavior plan that has been or is currently being used so that our record for each student are kept up to date.
As a school secretary who prepares all paper documentation for review meetings, I need a paper copy of each active behavior plan so that I can have a copy ready for all stakeholders who attend a review meeting.
Acceptance Criteria:
Given I am a user with access to MTSS interventions (all tools or Behavior Plans and Behavior Tracking enabled) and permission to Behavior Support, > Edit Reports I will have the ability to create and edit behavior plans.
Given I am a user with access to MTSS interventions (all tools or Behavior Plans and Behavior Tracking enabled), I will be able to see behavior plans.
Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=30172%3A238829&t=uX5xiNrMciudTVNT-0 https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=30260%3A237974&t=uX5xiNrMciudTVNT-0
How to Print
UI:
User clicks on Print from any status of Behavior Plan from View Behavior Plan to see the Print version.
User sees their printed version of the behavior Plan
Business Rules:
Users with access to MTSS Interventions (All tools or Behavior Plans and Behavior Tracking enabled) will see printed version of behavior plans.
If user clicks on Print icon or text from any Status of View Behavior Plan, the print version is shown. (See image: Archived Example in View Behavior Plan)
If the behavior plan is not complete when Print is selected, then the print version will only show information that has been included. (See upcoming sections for more explanation)
If user selects Print Icon, we will generate the color form to the printer and depending on the printer used and/or selection made by the user, the rendered version will be either dark blue if color is selected or the dark blue will show as black if color is not selected. (For MVP ignore grayscale version)
Student and Plan Section
UI:
Business Rules:
Page numbers will always be shown at the bottom of the page for all pages contained in the Printed View.
We will have a color and a grayscale version for Print View.
See Custom Behavior Plan for forms and settings.
Any changes made to the order of the fields or if new fields are added in Account Settings then the Create, View, and Print screens should match
See Student and Plan information for fields that are prefilled, custom entered or optional.
If user has typed in the Enter Details box for a specified Step 1-4, then we will show the Enter Details heading and custom typed entry. (See image: Color version)
If user has not typed in the Enter Details box for a specific Step 1-4, then we will not show the Enter Details heading or the text placeholder “Value”.
We will include the large headings: Student, Plan, Plan team on all printed versions.
Behaviors
UI:
History of Interventions, Assessment and Function
Business Rules:
We will list all behaviors included in the behavior plan, at the top of the behavior section with a checkmark next to it.
If user has included multiple behaviors, we will identify the behavior shown beneath it by underlining and bolding. (See in first image for Grayscale by blue arrow- Out of Seat underlined and bolded)
If a behavior is long, we will show a truncated view on the behavior list. (See image: Long Name…)
Each behavior will contain the status tag (Active, Archived, Mastered) for behavior tracking. (Images to the left show a Mastered tag)
We will show the headings: Definition, Data Method, When/Where and Goals.
If any of those heading does not contain data beneath it, we will show --- to indicate no information is included.
If Baseline and/or Objectives were not included, we will not show the headings nor subheadings (Start Date, End Date, Baseline Averages, 10 Day Average) for those items on the print version.
History of Interventions, Assessment and Function
We will show only the Function heading and section as the default.
If no function has been selected we will show --- to indicate no information is included.
If at least one item is selected or custom entered for History of Intervention, then we will show History of Intervention heading.
Only user selected or custom entered items from History of Interventions will show.
If user has text entered an entry in Enter Details, then we will show the heading Enter details and include the user’s text entry.
If at least one assessment has been entered, then we will show the heading Assessments and the subheadings: Name, Notes, When and the users entry beneath it.
If multiple assessments have been entered, then we will show each entry in a separate line beneath the heading and subheadings.
General Strategies
UI:
Business Rules:
General Strategies is an optional step. Please see Step 3 General Strategies for more information.
Headings and Subheadings
If user does not select any responses or make a custom entry for the following, then we will not include the heading General Strategies:
Proactive Strategies
Setting Events
Selections for “What will you do to minimize…”
Enter Details (Custom text entry)
If the user makes a selection or a custom entry for at least one of the above list, then we will show the heading General Strategies.
If a proactive strategies is selected or custom entered, then we will show the subheading: Proactive Strategies
If a setting event is selected or custom entered, then we will show the subheading: Setting Events and the prompting question.
If a response is selected or custom entered for the question “What will you do to minimize…” then we will show the question.
User Responses
We will only include the responses the user custom entered or selected for all parts of General Strategies Step 3.
If a user did not select an item from the list in Create Behavior Plan Step 3 or make a custom entry, we will not show that item on it’s respective list.
If an item is selected and a note has been custom entered, we will show the custom entered note. (See Function Based Strategies section. Image: Text Entered Note--see blue arrow)
If an item has been selected and a note has not been custom entered, we will show the item without the note.
Function Based Strategies
UI:
If a note has been added to a selected or custom entered item, we will show the custom entered note below the item. (See image below)
Business Rules:
Please see Step 4 Function Based Strategies, Consequences and Reinforcement for more information.
We will always show the heading: Function Based Strategies
We will always show the subheadings and corresponding prompt questions for: Adaptive Skills, Consequences, Reinforcement
If Replacement skills have been selected or custom entered, we will include subheading: Replacement Skills.
If Replacement skills have not been selected or custom entered, we will not include subheading: Replacement Skills.
If no selections or custom entries have been selected or included for Adaptive Skills, Consequences, Reinforcement, then we will show --- to indicate that no value has been chosen.
If an item is selected and a note has been custom entered, we will show the custom entered note. (See Image: Text Entered Note)
Signature Section
UI:
Business Rules:
We will always show the heading: Signatures
Please see Step 1 Student and Plan Information for the signature section.
If no team members have been selected, then we will show ---under team member heading one time to indicate that none are included at the time the Behavior Plan was printed.