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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, 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 7, I will have permission to view settings, view reports, edit settings, edit reports, edit others data, receive alerts, approve, record data, record team notes, and record student/parent notesSkills, Behavior, and MTSS Interventions, I will see the Data section in permissions.

  • Given I am a user assigned to roles 5 or 6Role 7, I will have permission to view settings, view reports, edit reports, edit others data, receive alerts, approve, record data , record team notes, and record student/parent notesand 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 view settings, view reports, edit reports, edit others data, receive alerts, record data, record team notes, and record student/parent notes.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 edit settings or approve.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 view reports, edit reports, edit others data, receive alerts, record data, record team notes, and record student/parent notes.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 edit settings, approve, or view settings.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 reports, record data, and record team notes.Record data

  • Given I am a paraprofessional, I will not have permission to view settings, edit settings, edit reports, edit others data, receive alerts, approve, and record student/parent notes.Manage Data/Points

  • Given I am a user assigned to a custom role that previously had permission to Enter Data (Data Express), I will have permission to record data and record team notesRecord Data.

  • Given I am a user assigned to a custom role that previously had permission to Delete Others data (Data Express), I will have permission to edit others data.Given I am a user assigned to a custom role that is marked “is admin”, I will have permission to record student/parent notesManage Data/Points.

  • Given I am a family member, I will only NOT have access to View Shared Content.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.Please rename Data Express to Data Tracking

  • The Data permissions will be:

  1. Record Data

View settings

  1. (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:

  1. Data express: Enter data): Record Date can only record data.

  2. Manage Data/Points

,

  1. ( 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

View Shared Content (Parent/Home Caregiver and Multi-Account Parent/Home Caregiver only)

Business Rules

  • Edit Reports allows users to edit or delete a previously created Reports (incident, Points, contracts, etc) for all students they have access to

  • View Reports allows users to view a previously created Reports (incident, Points, contracts, etc) for all students they have access to

    • Edit Others Data allows users to edit data for any user at a lower role level

    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 and to view previously created 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

    • 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

    • 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

      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 DataRecord Team Notes

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

      • Edit Others Data

    • 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.