We need to create a series of screens where users can access all of the Intervention Plans a each student has and create new Intervention Plans that include supporting documentation, options for note taking in a log format, communication between educators and customization to meet the students' learning needs.
User Stories:
UI and Business Rules Section 1
As an educator I want to have the option to GO TO TRAINING so that I can learn about creating an intervention plan.
As an educator, I want to select from the following content options: (Reading?), ELA, Math, Behavior, Social Skills so that I can customize an intervention plan in a specific content area for a specific each individual student.
As an educator I want to have access to all intervention plans for a specific each student including plans that are being created, existing plans and archived plans so that I have full understanding of the student’s progress.
As an educator I want to create the parameters for an intervention plan, so that I can ensure the intervention chosen is customized to the specific needs of each individual student.
UI and Business Rules Section 2
As an educator, I want to add some pre-planning documents so that I have supported evidence for the intervention plan I am pre-planning and creating.
As an educator, I want to view documents that I or my colleagues have uploaded so that I can incorporate the suggestions of my colleagues all stakeholders into the student(s) plan.
As an educator, I want to remove items I have previously uploaded so that I can replace them with new documentation that reflects the social/emotional and academic growth of the student.
As an educator, I want to log some pre-planning notes and preview the notes of other educators so that I can fully understand the insights of my colleagues.
UI and Business Rules Section 3UI and Business Rules Section 4
As an educator I want to have access to all intervention plans for a specific student including plans that are being created, existing plans and archived plans so that I have full understanding of the student’s progress. As an educator I want to select an intervention name, date rangeselect the date range, intervention name, and tier level so that my intervention plan will contain the necessary information for tracking the success of the plan.
As an educator I want to specify the status of the plan and evaluate a plan(s) in progress so that intervention plans can be properly categorized and monitored.
As an educator I want to include strengths and perceived motivations of the student(s) so that the success of the intervention plan is customized for the student.
As an educator I want to specify the goal of and select an intervention strategy for the intervention plan so that the focus of the intervention plan can be clearly communicated to multiple stakeholders.
As an educator I want to establish a monitoring tool and determine who will be responsible for the intervention plan so that the plan created is managed effectively.
As an educator, I want to include additional documents that support the formation of the intervention plan so that the plan encompasses the needs of the entire child. As an educator I want to have the option to include notes to ensure that all customized information about the student’s needs are includedto log and view notes to the Create Intervention Plan section so that I and my colleagues can specify any pertinent information.
Acceptance Criteria:
UI and Business Rules Section 1
Given the user selects GO TO TRAINING button, the user will be taken to the training section for creating intervention plans.
Given the user selects from the categories of (Reading), ELA, MATH, BEHAVIOR, SOCIAL SKILLS, the corresponding rectangle changes color from white to green to indicate the subject area is chosen for development of an intervention.
Given the user wishes to change selection of categories (Reading) , ELA, MATH, BEHAVIOR, SOCIAL SKILLS the corresponding rectangles function as a toggle whereby only one can be selected at a time and the most recent selection prevails.
Given the user selects intervention plans by clicking on for an individual student, the down carrot symbol/up carrot symbol from the opens and closes the following category choices: Create New Intervention Plan, Existing Plans or Archived Plans categories the corresponding window below opens.
Given the user has selected to view a plan contained under any of the three categories Create New Intervention Plan, Existing Plans or Archived Plans and is now finished, the user may select the reverse carrot symbol to close the field to the default state.
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Multiple categories can be open at one time and will fill the page and scroll if necessary.
Section 2
Given the user selects “Add Pre-planning documents” from the Create a Plan category by clicking the carrot symbol, the field beneath opens.
Given the user Drags and Drops their Word, PDF or Excel document to the uploading screen, the document will upload.
Given the user selects Browse, the user may browse for a Word, PDF or Excel document contained on their computer to upload.
Given the user selects “Remove” for a fully uploaded document, the document will be removed.
Given the user uploads a document(s), the document(s) are viewed by clicking “View” inside the corresponding progress bar and an a larger image of the document will present with a close “X” feature to close image.
Given the user has uploaded a document successfully, a thumbnail image of the document is placed within the progress bar container.
Given the user wants to add a note, notes are added by clicking into the note box below the last entry where a curser prompts the user. Date, time and educator name are automatically included in the running log. Selecting SAVE button, saves the note. Selecting CANCEL button cancels the note. Existing notes from previous entries cannot be cancelled.
Section 3
Given the user selects the Schedule field, a calendar entry field appears. Users select the start and end dates for the intervention plan and the entry field is populated with the format of MM/DD/YY format in chronological order for the start and end dates of the plan.
Plan name contains a text entry with ? character entry allowance.
Tier status contains two options for entry: Tier 2 or Tier 3. Could be a drop down?
Given the user selects the Status field, a drop down with the following options: Pre-Planning, In Progress, Mastered, Archived appears. User's selection fills the status field. Should this be reflected in the design? As of 1-27-22, the figma screen shows Create New Intervention Plan, Current Intervention Plans, Archived Intervention plans.
Given a user selects In Progress from Status field, a second drop down appears to the right to evaluate the progress of the plan. The title of the second drop down is Progress Status. The Progress Status drop down contains the following options: No Progress, Limited Progress, Partial Progress, Progress, Substantial Progress.
Highlighted items follow the user’s cursor movements for Progress, Progress Status, Goal and Intervention fields. Highlighted items are triggered by user cursor movements, a click entry populates the field and drop downs are collapsed.
Given the user text enters the fields Strengths, Perceived Motivation, How will you monitor progress? and Who is responsible for implementing the plan? their entry will populate the field up to a character entry of ? .
Given the user selects the fields Goal and/or Intervention, a search function is enabled to provide keyword searches. Searches are listed in alphabetical order in a drop down below the corresponding field.
Given that the user views the keyword results in the drop down menu from the Goal and/or Intervention fields using their cursor, the cursor position triggers a highlight over the current item.
Given the user selects the highlighted item within the drop down menu from the Goal and/or Intervention fields by selecting enter, their selection will auto-populate the field.
Given the user selects the text fields beneath How will you monitor progress? and/or Who is responsible for implementing the plan?, the user may type up to a maximum character number of ? .(Could this be a dropdown containing a pre-populated list of progress monitoring choices provided by the district and a list of staff/team members responsible for educating the student?)
Given the user wants to add a note, notes are added by clicking into the note box below the last entry where a curser prompts the user. Date, time and educator name are automatically included in the running log. Selecting SAVE button, saves the note. Selecting CANCEL button cancels the note. Previous existing notes cannot be cancelled.
Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=15851%3A170948
Section One
UI
When the user clicks on the Go to training button, the user is taken to the training section for creating interventions.
When the user selects on one of the four categories (ELA, MATH, BEHAVIOR, SOCIAL SKILLS), the box changes from white to green to indicate a choice has been made.
When the user selects an intervention plan from the three categories of Create New Intervention Plan, Existing Plans or Archived Plans categories by clicking on the carrot symbol the corresponding window below opens.
Business Rules
The Go to Training button takes the user to the training section for creating interventions. Not yet sure of the exact location.
The user can select and deselect content categories by clicking on the options of ELA, MATH, BEHAVIOR, SOCIAL SKILLS from the top menu options. Categories may be expanded to include Reading also.
Only one category can be selected at a time to create an intervention plan and the most recent selection prevails.
The three categories of Create New Intervention Plan, Existing Plans or Archived Plans house different types of plan. Clicking on the carrot symbol will open the field beneath.
Once opened, clicking on the reverse carrot symbol will close the field restoring it to the default state.
Section Two
UI
To upload a document the user can drag and drop the document from their computer to the Drag and Drop box and/or select Browse to upload a document from their computer.
To remove an uploaded item, the user selects “Remove”.
To view an uploaded item, the user clicks on “VIEW”.
To enter a note in the Pre-Planning section, the user is prompted with a a curser where the user begins to type.
Users select SAVE to save their note to the chronological log.
User selects CANCEL if they have already typed all or part of their note and decides not to include it.
Users can view previous notes with the aid of the scroll bar but cannot cancel any previous entries.
Business Rules
0 to 5 documents can be upload.
Document types include word, PDF or Excel.
Browse allows the user to select a document from their computer.
Drag and Drop allows users to Drag and Drop a document into the space provided for upload.
If the user does not select or drag and drop a Word, PDF or Excel document, the document will not upload and the user will see an error message that reads: Please upload a Word, PDF or Excel document in the space that currently reads “Uploading 5 of 5.”
If the user uploads a document correctly, the user will see a message that reads: Uploading (x of x) and the progress bar will grow from bottom to top until reaching the end when document is fully uploaded.
Uploaded documents contain a thumbnail image of the document that replaces the uploading progress bar when uploading is complete.
Once the upload is complete, the (example “Uploading 5 of 5”) changes to 5 uploads complete.
“Remove” allows the user to remove a fully uploaded item when clicked.
“View” allows the user to view an uploaded item. A close “X” closes the document from view.
Users cannot make changes to an item being viewed.
The ADD NOTES section functions as a running log. Date, time, and Teacher Name are included auto-filled when user is logged in and a cursor marks the current chronological order of the notes added.
Selecting the SAVE button will save the note the user enters.
Selecting the CANCEL button will delete the note the user enters.
If the user does not select save, their not note will not be included in the log.
Previously entered notes cannot be canceled.
Scroll bar enables view of previous notes.
Section Three
UI
When a user clicks on “View Document” contained within the uploading progress bar, the document is shown.
Business Rules
Section Four
UI
When a user selects, add an intervention plan, the screen opens to reveal the required fields for creating an intervention plan.
The user enters a date range using the schedule field to enter the date parameters for the intervention plan.
The user types the Plan Name in the Plan Name Field.
The user types the Tier level in the Tier field.
The Status Field shows the status of the plan. Users enter the Schedule by clicking on the field for schedule and selecting dates from a calendar.
User types in a Plan Name and Tier level in the fields provided. (Could be a drop down for Tier)
Status selection reveal a drop- down menu for user to select from one of the four choices.
Users type in text entry fields for Strengths, and Perceived Motivation.
Goal and Intervention are fields with keyword searches where users enter a keyword and a drop down appears where user selects from an alphabetical order list of topics.
User enters the method for monitoring progress in the text field provided beneath How will you monitor progress? and the name of the staff member who will implement the plan under Who is responsible for implementing this plan?.
Users select the status of plans that are “In Progress” with drop down selection from the Progress Status field.
To enter a note in the Add Intervention Plan section, the user is prompted with a a curser where the user begins to type.
User selects Save to enter the note into the log.
User selects Cancel to remove the note they are currently typing.
When the user clicks the carrot symbol the create plan screen is reduced. When
Business Rules
The calendar function opens when the user clicks EDIT, the screen allows for changes to all fields.
Business Rules
Date ranges under the schedule field must contain a month and a year and be written into the field beneath Schedule.
The start and end dates appear as MM/DD as a start date and MM/DD as an end date. If the date is entered incorrectly under the schedule field, the user will see an error message that reads: Dates must be entered as MM/DD/YY in the Schedule field once they are selected by the user from the calendar function.
The end date must not be before the start date in schedule field. If user enters an end date that is before the start date in the schedule field, the user will see an error message that reads: The end date cannot occur before the start date.
The Plan Name must be no more than ? characters in length.
The Tier field can Name only contain contains Tier 1 2 or Tier 2. 3. (could be a drop down?)
The Status field shows one of contains a drop down with the following choices: Pre-Planning, In Progress, Mastered, Archived.
Users select from the drop down and selection populates in the field.
Fields beneath Strengths and Perceived Motivation are text entry fields that contains no more than ? characters. Users type and field automatically populates.
Fields beneath Goal and Intervention have keyword searches. The user enters a keyword and an alphabetical list appears in a drop down.
Highlighted items follow the user’s cursor movements for Goal and Intervention fields. When user selects enter, ?, ? depending on the the status of the plan.
The carrot symbol closes the Create a Plan screen.
The EDIT feature gives the user the option to change any field when clicked. the highlighted item populates the field and search results collapse.
Text fields beneath How will you monitor progress? and Who is responsible for implementing the plan? are text entry fields containing a maximum character number of ? .
(Should there be mention of required fields?)
Progress Status title and field beneath are triggered for reveal when In Progress is selected from the Status field.
User’s cursor entry into the Progress Status field triggers the drop down containing the following: No Progress, Limited Progress, Partial Progress, Substantial Progress.
Selection of progress status is made when user selects an item from the drop down and clicks enter. Progress Status auto-populates with user selection.
(Can changes be made to the entry fields for the Intervention Plan section?)
Entering notes into the Add Intervention Plan section follows the same rules as entering notes from the preplanning section.
Selecting the carrot symbol collapses the Add Intervention section and triggers the default setting of the carrot symbol to default state.
Section Four
UI
Business Rules
Section Five
UI
Business Rules