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We need to create an area where the teacher can set up behaviors the tool for the student(s) to self-monitor. The teacher should also record data on the behavior so we can compare student and teacher data side by side. This should be a simple form of data collection & the teacher should select locations or activities during which this data should be recorded. (Need a different option to show saving to each group or saving to all groups.)

User Stories:

  • As a teacher, I want to add some positive behaviors for my student to work on, so that my student knows which behaviors to focus on improving

  • As a teacher, I want to customize the display of the self monitoring tool so that my younger students will be scaffolded with visuals or visuals with text and my older students will have just text.

  • As a teacher, I want to select an appropriate form of data collection for all behaviors, so I can ensure my student and I are comfortable tracking the data

  • As a teacher, I want the option to turn on data collection for myself, so I do not have to re-enter this information elsewhere.

  • As a teacher, I want the option to select from a list of existing behaviors, so setup is easier

  • As a teacher, I want the option to enter a custom behavior if nothing in the menu appeals to me, so I can ensure I am tracking the correct behaviors for my students

  • As a teacher, I want to connect these behaviors to the contract and intervention plan, use the same behaviors that are contained within the student(s) Behavior contract so I can keep all aspects of the plan consistent.

  • As a teacher whose class travels to related arts classes, I want a self monitoring tool that will collect data for the student(s) self-monitoring plan from all of their related arts classes so that I may compare my student(s) behavior throughout the day.

Acceptance Criteria:

  • Given the user has access to the MTSS product with all tools or Self-monitoring tool selected and has permission to add/edit behaviors, they will see the Create new tool button in the behavior, classroom, and student behavior dashboard

  • Given the user has access to the MTSS product with all tools or Self-monitoring tool selected but does not have permission to add/edit behaviors, they will not see the create new tool button in the behavior, classroom, and student behavior dashboard

  • Given the user does not have access to the MTSS product with all tools or Self-monitoring tool selected and has permission to add /edit behaviors, they will not see the create new tool button in the behavior, classroom, and student behavior dashboard

  • Given the user has access to multiple regions, the user will see all the regions that they have access to in the dropdown once they click on Create new tool

  • Given the user has access to multiple buildings, the user will see all the buildings that they have access to in the dropdown once they click on Create new tool

  • Given the user has access to multiple classrooms, the user will see all the classrooms that they have access to in the dropdown once they click on Create new tool

  • Given the user has access to multiple students, the user will see all the students that they have access to in the dropdown once they click on Create new tool

  • Given the user selects interval as a measuring tool, Set interval will appear.

  • Given the user selects Text and Visuals, select image appears.

  • Given a student has an active self-monitoring tool for a given location at a time, the user will not be able to create another tool for that location

  • Given a student does not have an active self-monitoring tool for a given location, the user will be able to create a self-monitoring tool for that location

  • Given a user hovers or clicks over the information icon for checklist, rating scale, interval, set interval, student facing question the information box will show.

  • Given a user selects interval, the set interval field will show the drop down containing a custom entry field.

  • Given user clicks on create a tool for a specific student from any of the dashboards, the student’s name will autofill at the top of the Create a tool screen.

Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=16494%3A187499

Additional attachment:

View file
nameStudent self moniting checklist.xlsx

Individual Self-Monitoring Plan

  • User selects Tier 1 options for Self-monitoring where individual self monitoring plans can be created.

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  • User clicks the down arrow to open the Add a new behavior tab.

Business Rules:

  • Drop down menu for Name the Plan is a user text field entry to name the plan so that it can be tracked.

  • Drop down menu for Student name contains the list of each student in the class and options to select an individual student.

  • The default screen only contains the first two drop downs for Name the Plan and Student Name.

  • Entries for Name the plan and Student Name are mandatory fields for creating a self monitoring plan.

Add Behaviors for an individual student

  • To begin adding a behavior the user first selects a location from the drop down selection.

  • Users can customize a location by selecting Custom from the drop down and entering a customized location.

  • Users select a measurement tool from three choices: Checklist, Rating Scale, Interval by clicking on their choice.

  • Hovering over the circled question mark reveals more information about each measurement tool.

  • Users select a behavior conditions item from the drop down for Select Behavior condition.

  • Users select an item from the Select Behavior Drop Down.

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  • Users can define the behavior further in the Define the behavior box.

  • User selects +Add another behavior and a second Select Behavior field is available.

  • User selects save to save the Add a new behavior section.

Business Rules:

  • For Tier 1 interventions where the user is creating a plan for individual students, the Text fields for Name the Plan and Student Name are active.

  • The user can create create multiple plans for a single student.

  • A drop down for Select a location houses the location choices along with a customized option for the user to text enter if the location list is not suitable.

  • Users select the measurement tool by clicking inside the box to turn it green.

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    Go to Create Self-Monitoring Tool

    Design

    • Then the user will start the tool for that student

     

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    • Alternatively, the user may click Monitoring under recommended tools and then Create tool.

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    • Then the user will start the tool for that student

     

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    Business Rules:

    • Behavior Section:

      • Any user who has access to MTSS: All tools or Self-Monitoring with permission to Add/Edit Behaviors will have access to the Self-Monitoring Create new tool button.

      • All non-admin users will see classrooms they are currently assigned to

      • Classrooms will be listed alphabetically

    • Classroom/Group Section:

      • Any user who has access to MTSS: All tools or Self-Monitoring with permission to Add/Edit Behaviors will have access to the Self-Monitoring Create new tool button.

    • Students Sections:

      • Any user who has access to MTSS: All tools or Self-Monitoring with permission to Add/Edit Behaviors will have access to the Self-Monitoring Create new tool button.

      • From student reports, selecting create tool opens create self monitoring tool.

    • All fields are required in the popup once they click Create

    • All regions that a user has permission to see should show up in the dropdown in the popup that shows when they click Create new tool

    • All buildings that a user has permission to see should show up in the dropdown in the popup that shows when they click Create new tool

    • All classrooms that a user has permission to see should show up in the dropdown in the popup that shows when they click Create new tool

    • All students that a user has permission to see should show up in the dropdown in the popup that shows when they click Create new tool

    • A given student can only have one active self-monitoring tool for a given location at a time

    Create Self-Monitoring Tool

    Design

    • We will now see the Create Self-Monitoring modal

    • Clicking the X will close the modal without saving changes.

    • Clicking Save as draft will save the changes and bring the user to the self-monitoring Classroom list and they will see their draft in the monitoring list with the Draft status

    • Clicking Delete will delete any work and the from the self-monitoring list

    • Activate and Print data sheets will only be active once the user has inputted all fields

    • Save as a Draft will become active once a field has been inputted

    • Team members can chat with other team members through the chat feature as it works for incident reports

    Business Rules:

    • The user can create create multiple Self-monitoring tools for a single student.

    • Students can only have one active self-monitoring tool for a given location

    • Select a location field contains a drop down for a list of locations. The location list is the same as that in Incidents.

    • . The Teacher(s) name field defaults to the name of the teacher creating the plan after created by.

    • The student’s name fills in automatically to match the selected student from the modal

    Created by/ Created for

    Design

    • Created by will automatically populate with the user’s name

    • Created for will automatically populate based on the selected student from the popup

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    Business Rules:

    • The student and team member name will appear in First name Last name orientation

    Location

    Design

    • User clicks into Select a location field to reveal drop down list of locations where a custom entry can also be added.

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    • The user can select only one location from dropdown and can type a custom location

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    Existing Self-Monitoring Tool

    • If a student already has an active self-monitoring tool for a selected location or activity, they will see the error message when Activate button is selected.

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    • If they click Yes they will see see the Classroom List.

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    Business Rules

    • User must select one location

    • Users can write in their own custom location

    • Only one monitoring tool can be active for a given location

    • Locations that the user has added in incidents and in other tools will be saved and shown in this dropdown

    • This field is required to activate or print data sheets

    Existing Self-Monitoring Tool

    • If Activate button is selected and an existing Active Self-Monitoring is in place for the same Location or Activity, then Activate Error Message (see image) is shown.

      • If Yes is selected from pop-up, then the classroom list is shown.

      • If Cancel is selected from pop-up, then request is canceled and user sees screen beneath it.

    • If Activate button is selected and no existing Active Self-monitoring is in place for the same Location or Activity, then the Activate Error Message does not show.

    Select Measurement Tool

    Design

    • The user must select a measurement tool

    • User selects a measurement tool by clicking in the box

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    • User hovers or clicks on the info icon to reveal more about each measurement tool.

    • If the user hovers over checklist the info popup will say The student will be asked if the behavior did or did not occur

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    • If the user hovers over rating scale the info popup will say The student(s) rate their behavior on a scale from 0-4.

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    • If the user hovers over interval the info popup will say The student will be prompted to answer questions about their behavior during regular intervals

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    • If the user selects interval, the Set Interval dropdown will appear next to Select Measurement Tool

    Business Rules

    • Selecting/deselecting measurement tools works as a togglecheckbox. Only one measurement tool can be selected.

    • The question mark within the circle indicates a hover state where the following information is reveal to explain each of the measurement tools:

    Checklist: The student is asked if the behavior did or did not occur.

    Rating Scale: The student rates their behavior on a scale of 0-4.

    Interval: The student answers questions about their behavior at regular intervals.

    • Select display works as a toggle where only one choice can be made.

    • Select Behavior conditions is a drop down where one item can be chosen.

    • Select Behavior is a drop down where up to two items can be chosen when the user select +Add another behavior.

    • Define the behavior is a text entry field contain up to 100 characters.

    • Selecting Save saves the information for the Add a new behavior section.

    • The excel attachment shows the drop down menu that corresponds to each of the Select a behavior options. The third column question is what will be presented to the student.

    Add behaviors for the entire class

    • User names the plan using the drop down from Name the Plan

    • User selects Entire Class from the drop down from Student Name.

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    Business Rules:

    • The same business rules apply for adding behaviors for the entire class as they do for adding behavior for an individual with one exception. The Student Name field contains the drop down selection of Entire Class.

    Add behaviors for groups of students

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    • User selects and names Plan 1 from Name the Plan field and selects Create groups from Student Name field to activate Create Groups and Assign/Edit Students fields to set up the Self Monitoring Plan for groups of students.

    • Users add groups by selecting Add Group from Create Groups field and type their group name.

    • Users assigns students to their groups by dragging and dropping the list of students into their respective groups.

    • Selecting the Save button saves the section for Group 1 and opens the following notice:

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    • Selecting the Yes button saves the Add behavior section to all of the groups.

    • Selecting the No button opens the next tab to Add a new behavior for Group 2.

    • Selecting cancel takes the user back to the previous screen.

    Business Rules

    • To activate Create Groups and Assign/Edit Students fields to set up the Self Monitoring Plan for groups of students, User selects and names Plan 1 from Name the Plan field and selects Create groups from Student Name field.

    • Users can custom name up to 15 groups under the Create Groups field each with a character length less than 20. Longer names would include up to the character length specification.

    • A group can contain range from one student to one less than the entire class of students.

    • Assign/ Edit Groups field auto-fills with a list of all students in the class beneath the User entered inputs from the Create Groups field.

    • Users assign and edit students within the Assign/Edit Groups field by a drag and drop of students into established groups.

    • Assign/Edit field contains the groups the user created and the list of student below.

    • Student names can be moved with a drag and drop to their locations in the groups.

    • Users can move students around in groups to edit.

    • Selecting the Save button saves the Add behaviors for Group 1 section and opens a notice.

    • Selecting Yes from the notice saves the Add behavior section to all of the groups.

    • Selecting No takes the user to the next tab to Add a new behavior for Group 2.

    • Selecting Cancel takes the user back to the previous screen

    • Users select the measurement tool by clicking inside the box

    • The info icon is a hover/click select state that reveals more information about each measurement tool.

    • This field is required to activate or print data sheets

    Set Interval

    • The set interval dropdown will appear if the user selects interval as their measurement tool

    • User selects from the drop down or enters a custom value for the Set Interval field.

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    • User hovers/selects on the info icon to reveal more about the Set Interval field.

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    Business Rules:

    • Only when Interval is selected will the Set Interval dropdown appear.

    • Set Interval is a drop down that lists options in increments of 5 minutes to 60 minutes with a custom entry listed last.

    • Users may custom enter Set Interval from 1 minute to 500 minutes.

    • Set interval contains an info icon when hovered or clicked reveals the following: “The frequency at which the student is prompted to self-assess.”

    • This field is required to activate or print data sheets if interval is selected

    Select Display

    Design

    • Users customize the display for the student monitoring tracker by selecting one of two choices from dropdown: Text Only or Text and Visuals.

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    • If user selects Text and Visuals, the Select Image search field appears.

    Business Rules:

    • Only one option can be selected.

    • Text and visuals is the default selected answer

    • Selecting Text and visuals requires a selection of an image.

    • This field is required to activate or print data sheets

    Select Behavior

    Design

    • Users select a behavior(s) from a drop down menu by clicking on the box next to the selected item.

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    • To search for a behavior, user types in Search behavior field.

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    • To open add a custom behavior field, user clicks on +Add custom behavior.

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    • User types in custom entry in field.

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    • To remove the custom entry, user clicks on X.

    • To add the custom entry to the list of behavior for the student, user clicks on Add.

    • Custom entry is at the bottom when user first enters it and then becomes part of the alphabetical list upon subsequent visits to the behavior drop down.

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    • To add an additional behavior goal, user clicks on +Add another behavior goal.

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    • Once the user adds the behavior, they can remove it by clicking x. The whole added section will be removed. The first goal will not have an X as each tool must have at least one goal

    • To select time, user clicks on down arrow and chooses from Consecutive Days or Consecutive Sessions.

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    Business Rules

    • Drop down contains the Behavior list bank (this is coming later).

    • Select Behavior drop down is used in Intervention Plans, Self-Monitoring, Behavior Contracts, Data Tracking (Behavior Tracking), and Behavior Plans.

      • Previous user goal selections and custom goals created from Intervention Plans, Behavior Contracts, Data Tracking (Behavior Tracking) and Behavior Plans, carry over and appear within the Select behavior drop down.

    • Select behavior is a single select drop down field (See images: unselected and Single select)

    • Search behaviors has an automatic keyword search feature as user types. (See image: Auto-search)

      • Spreadsheet for keyword search will be provided.

    • Users can add additional custom behaviors by selecting the add custom behavior. (see image: Add Field)

      • If user types a custom entry into the field and selects Add, then the item becomes part of the alphabetical ordered list of behaviors for that student. (See images: Add custom, Custom added/selected)

        • At time of custom entry, the custom entry is shown in a selected state.

      • If user select X, then custom entry is removed.

      • Custom entries follow the student.

        • If a user custom enters a behavior for a selected student and that selected student is part of multiple classrooms, those custom entered behaviors will appear on that student’s behavior list.

    • This field is required to activate or print data sheets

    • Each tool must have one goal and it cannot be removed

    • Added goals can be removed by clicking on X

    Select Time (See image: Select Time)

    • Time selections include: Consecutive Days or Consecutive Sessions

      • Consecutive days is calculated by taking the average of the selected date range.

        • Example: Mastery-maintain 100% Yes answers across 2 days

          • Day 1: Session 1: yes, Session 2: No---Day one 50%

          • Day 2: Session 1: yes, Session 2: yes---Day 2 100%

          • Day 3: session 1: yes, Session 2: no--Day 3 50%

          • Day 4: session 1: yes, Session 2: yes---100%

          • Day 5: Session 1: Yes, Session 2: yes--100%-Mastery met across day 4-5.

      • Consecutive sessions is calculated by counting up each of the consecutive sessions.

        • Example: Mastery-maintain 100% Yes answers across 5 sessions.

          • Day 1: Session 1: yes, Session 2: No-no mastery

          • Day 2: Session 1: yes, Session 2: yes-no mastery

          • Day 3: session 1: no, Session 2: yes-no mastery

          • Day 4: session 1: yes, Session 2: yes--no mastery

          • Day 5: Session 1: Yes, Session 2: yes--Mastery after 5 Yes answers in a row.

    Student-facing question

    Design

    • User sees Student facing question with prompt to text enter and information icon.

    • To view information icon, user clicks on it or hovers over it.

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    • User text enters a question in the Student-facing question field.

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    Business Rules

    • This field is required to activate or print data sheets

    • This field is editable

    • User is prompted with Type question in the student facing question field. (See image: Student Facing Question)

      • User’s text entry fills the field.

    • The max characters for the field is 80 characters if the tool is for grades 6-12 students and 50 characters for grades prek-5

      • If typed entry exceeds the limit, then only the characters up to the limit will show.

    • If user hovers or clicks on information icon, the tool tip will show.

      • The tool tip reads: Tool Tip: Type a behavioral question for your student to see. Example: “Did I complete my assignments?”

    Select Image

    Design

    • User clicks on dropdown and selects an image

    • This image will show as the image that accompanies the given student-facing question

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    • Once the image has been selected, it will show under the student-facing image to the right of the Select image dropdown

    • The user can remove the image by clicking the X

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    Business Rules

    • Only one image can be selected for each goal

    • Select image only shows if the user has selected Text and visuals for Select display

    % Goal

    Design

    • User selects from the drop down or custom enters a percentage goal for the % Goal field.

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    • The user will then select over what number of what time period

    • When the user clicks on number they will see 1-50 but they can type in numbers up until 99

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    • When the user clicks on time period, they will select from consecutive days, or sessions

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    Goal % Icon

    • User hovers/selects on the info icon to reveal more about the % goal.

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    Business Rules

    • % Goal is a drop down that lists the options in increments of 5% to 100% with a custom entry option listed last.

    • Users may custom enter a % goal within the ranges of 0% to 100%

    • This field is required to activate or print data sheets

    Goal % Icon

    • If user hovers over or clicks Goal % icon and user is creating self-monitoring for a younger student, then the tool tip will read: Tool Tip: Set the goal for the expected % of “Yes” responses. (See image: Younger student-all/Older student checklist and interval)

    • If user hovers over or clicks Goal % icon and user is creating self-monitoring using checklist, or interval for an older student, then the tool tip will read: Tool Tip: Set the goal for the expected % of “Yes” responses. (See image: Younger student-all/Older student checklist and interval)

    • If user hovers over or clicks Goal % icon and user is creating self-monitoring using Rating Scale for an older student, then the tool tip will read: Tool Tip: Set the goal for the expected % of “Always” or “A lot” responses. (See image: Older student -Rating scale)


    Add Behavior

    Design

    • If the user selects to add behavior, the user will see the added Select Behavior to Increase, Select image, Goal %, Number, and Time

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    • Once the user selects the goal, they will see the student-facing question suggestion that can be modified

    • Once the user adds the behavior, they can remove it by clicking x. The whole added section will be removed. The first goal will not have an X as each tool must have at least one goal

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    Business Rules

    • This field is required to activate or print data sheets

    • Select goal, image, goal %, number, and time will be added each time the add Behavior button is clicked

    • Each tool must have one goal and it cannot be removed

    • Added goals can be removed by clicking on X

    Preview

    Design

    • Once the user has made all their selections they will see the preview in the preview box

    • If the student is prek-5 student, the teacher will see the Prek-5 UI

    • If the student is grade 6th through 12th student, the teacher will see the 6th-12th UI

    • Teachers will see the student-facing, student interaction point of the measurement tool

    • Any changes the teacher makes will be reflected in the preview area

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    Business Rules

    • This field will show once all fields are selected

    • If the student is prek-5 student, the teacher will see the Prek-5 UI

    • If the student is grade 6th through 12th student, the teacher will see the 6th-12th UI

    Delete and X messages

    UI:

    Delete Button

    • User clicks on delete button.

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    • Users sees warning message.

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    • To resume work on the page, user selects Resume button.

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    • To delete the work on this page, user selects Yes, I’m sure from pop-up.

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    X out of Screen

    • User selects X from top right.

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    • User sees warning pop-up.

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    • To save their work, the user clicks on Save as a Draft button from pop-up.

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    • To return to the page beneath without saving, user clicks on Return to page or the X on the pop-up.

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    • To delete the work on the page, user selects Delete the work from the pop-up.

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    Business Rules:

    Delete Button

    • Clicking delete button triggers warning message.

      • If resume button is clicked, the work is NOT deleted and page beneath is restored.

      • If Yes, I’m sure is clicked, the work on the page is deleted.

      • If X is clicked on pop-up message, the work is NOT deleted and page beneath is restored.

    X out of Screen

    • Clicking X in the top right corner without saving triggers the pop-up.

      • If Save as a draft button is clicked, the work is saved and the screen closes.

      • If X is clicked from the pop-up, the screen beneath is restored without saving.

      • If delete the work is clicked, the work on the page is deleted and the screen closes.