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changes.mady.by.user Kara Michelle Liu

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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 7Skills, Behavior, and MTSS Interventions, I will have permission to see the Data section in permissions.

  • Given I am a user assigned to roles 5 or 6Role 7, I will have permission to record 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 Record 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 Record 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 Manage 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 Manage 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:

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

Data permissions

Design

  • We will combine and simplify the permissions in Data express and Behavior support into a new Data permissions area.

View settings ( replaces Behavior support View settings)

View Reports (replaces Behavior support View Reports)

Edit Settings ( replaces Behavior support View settings)

Edit Reports (replaces Behavior support edit reports )

Edit others data ( replaces Behavior support: Manage Data/Points,

  • 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

, Data express

  1. and unmaster target)

Approve ( replaces Behavior support: Approve report)

Receive alerts (replaces Behavior support: Receive alerts)

Record Data (replaces Data express: Enter data, and Behavior support Record behaviors, Data express: unmaster target)

Record Team Notes ( Replaces Behavior Support: Record Team Notes

Record Student/ Parent Notes ( Replaces Behavior Support: Record Student/Parent Notes

Business Rules

Edit Reports allows users to edit or delete a previously created Reports (incident, Points, contracts, etc

  1. 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

  • Record Data allows users to enter data ( Points, skills, and behavior data) for all students they currently have access to View Reports allows users and to view a previously created Reports (incident, Points, contracts, etc) 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, and SEL SEL

  • Any custom role currently set with permission to view incident tracking, Points, or Data Tracking will have permission to:

    • View Reports

  • Any custom role currently set with permission to edit incident tracking, points or data tracking will have permission to:

    • View Reports

    • Edit Reports

    • Receive Alerts

  • By default, Role 7 will have permission to:

    • View Settings

    • View Reports

    • Edit Settings

    • Edit Reports

    • Edit others data

    • Receive Alerts

    • Approve

    • Record Data

    • Record Team Notes

    • Record Student/Parent Notes

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

    • View Settings

    • View Reports

    • Edit Reports

    • Edit others data

    • Receive Alerts

    • Approve

    • Record Data

    • Record Team Notes

    • Record Student/Parent Notes

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

    • View Settings

    • View Reports

    • Edit Reports

    • Edit others data

    • Receive Alerts

    • Record Data

    • Record Team Notes

    • Record Student/Parent Notes

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

    • View Reports

    • Edit Reports

    • Edit others data ( any user at a lower level)

    • Receive Alerts

    • Record Data

    • Record Team Notes

    • Record Student/Parent Notes

  • By default, Paraprofessionals will have permission to:

    • View Reports

    • Record Data

    • Record Team Notes

  • 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)

    • Record Data

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

    • Edit Others Data

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

    • Record Team Notes

  • Any custom role that is marked “is admin”

    • Record Student/Parent Notes

  • 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.

  • Default roles of Parent/Home Caregiver and Multi-Account Parent/Home Caregiver will have permission to View Shared content ( replacing View Points)

    • 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.