We need to create an area where the teacher can set up the tool for the student(s) to self-monitor.
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 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 Self-Monitoring within the Behavior suite and selects Self-monitoring from the left navigation, the user can open the Create a Self-monitoring tool.
Given the individual student has an existing behavior contract(s), the list appears beneath Create a Self-Monitoring Tool in order of the most recent first and have access to view.
Given the student has existing behavior contract(s) clicking Apply preloads the behavior selection items into the field(s) for Select Behavior.
Given the user selects the location field, the drop down list appears and the user selects desired choice with a click.
Given the user is creating a self-monitoring tool for a student within their class roster, the teacher’s name is the the default setting for the Teacher’s Name field.
Given the user selects interval as a measuring tool, Set interval will appear.
Given the user selects Text and Visuals, select image appears.
Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=17112%3A207285
Go to Create Self-Monitoring Tool
Design
There are 3 ways to navigate to Create Contract:
From Behavior
The user will click on Create new tool on the Tier 2 or 3 screens.
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Team members with permissions to regions will need to indicate which region, building, classroom, and student they would like to create the Self-monitoring tool for from a selector once they click on Create new tool
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Team members with permissions to multiple buildings will need to indicate which building, classroom, and student they would like to create the Behavior Contract for from a selector once they click Create
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Team members with permissions to classrooms will need to indicate which classroom and student that they would like to create a Behavior Contract for
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If a student already has an active contract, meaning it has been approved and the current date falls between the start and review dates, they will see the error message
If they click View they will see see the View contract screen
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From a Classroom
From the classroom page, the user will select “Create Contract” from the left-side navigation menu.
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They will then see a popup where they must select the student
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If a student already has an active contract, meaning it has been approved and the current date falls between the start and review dates, they will see the error message
If they click View they will see see the View contract screen
From My Students - Behavior Support
On any Tier, the user may click Create Contract
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Alternatively, the user may click Contracts under recommended tools
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From here, the user will click Create contract
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If a student already has an active contract, meaning it has been approved and the current date falls between the start and review dates, they will see the error message
If they click View they will see see the View contract screen
Business Rules:
Behavior Section:
Any user with permission to Edit Reports (under MTSS: Intervention tracking: Contracts) will have access to Create contract button.
All non-admin users will see classrooms they are currently assigned to
Classrooms will be listed alphabetically
Classroom/Group Section:
Any user with permission to Edit Reports (under MTSS: Intervention tracking: Contracts) will have access to Create contract link.
Students Sections:
Any user with permission to Edit Reports (under MTSS: Intervention tracking: Contracts) will have access to Create contract button.
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 Contract
All buildings that a user has permission to see should show up in the dropdown in the popup that shows when they click Create Contract
All classrooms that a user has permission to see should show up in the dropdown in the popup that shows when they click Create Contract
All students that a user has permission to see should show up in the dropdown in the popup that shows when they click Create Contract
A given student can only have one active contract at a time, meaning they can only have one approved contract which is running during a given starting and review date
Individual Self-Monitoring Plan
User selects Tier 1 options where Self-monitoring is selected from the side navigation.
User views any Behavior contracts that have been created for the student by selecting the View link.
User apply the behavior goals from an existing behavior contract to the Self- monitoring tool by selecting Apply.
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 Teacher(s) Name field defaults to the teacher creating the self-monitoring tool and additional teachers can be added in the drop down with user entering an additional teacher’s name.
Select subject is an optional field that defaults to entire day and also allows for other subject to be included by user selecting the drop down and custom entering a subject.
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Business Rules:
Selecting Self-monitoring from the side navigation opens the Create a Self-monitoring tool screen.
The user can create create multiple Self-monitoring tools for a single student.
If the student has any existing contracts (in all statuses) they are listed below in the heading “The student has existing supports” in order of most recent to least recent.
Selecting View opens the view of the contract.
Selecting Apply applies the behaviors from the contract into the Select Behavior field(s).
Select a location field contains a drop down for a list of locations. The location list is the same as that in Incidents. (Can users custom enter locations in Incidents? Should it carry over here?)
. The Teacher(s) name field defaults to the name of the teacher creating the plan.
Select a subject field is optional with a default setting of Entire day.
Users may add additional teacher by selecting the Add another teacher where the drop down is text entry.
Users may specify subject(s) for themselves or additional teachers selected.
Multiple teachers can use the same plan for the same student.
UI: Self Monitoring Plan: Select Measurement Tool
User hovers or clicks on the circled i to reveal more about each measurement tool.
User selects a measurement tool by clicking in the box and changes it by clicking into another box.
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User selects from the drop down or custom enters a percentage goal for the % Goal field.
User hovers/selects on the circled i to reveal more about the % goal.
User selects from the drop down or custom enters a value for the Set Interval field.
User hovers/selects on the circled i to reveal more about the Set Interval field.
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Business Rules:
Selecting/deselecting measurement tools works as a toggle. Only one measurement tool can be selected.
Users select the measurement tool by clicking inside the box to turn it green.
The circled i is a hover/click select state that reveals more information about each measurement tool. Hover states will read:
Checklist: The student is asked if the behavior did or did not occur.
Rating Scale: The student rates their behavior using a pre-defined scale.
Interval: The student is prompted to assess their behavior at regular intervals.
% Goal is a drop down that lists the options in increments of 5% to 100% with a custom entry option listed last.
Only when Interval is select will the Set Interval 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 a % goal within the ranges of 0% to 100%
Users may custom enter Set Interval from 1 minute to 500 minutes.
% Goal contains an i when hovered or clicked reveals the following: “The percentage goal is the desired responses of YES from the student.”
Set interval contains an i when hovered or clicked reveals the following: “Set interval is the frequency at which the student is prompted to self assess.”
UI: Select Display and Behavior
Users customize the display for the student monitoring tracker by clicking on one of two choices: Text Only or Text and Visuals.
If user selects Text and Visuals, the Select Image search field appears.
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Users select a behavior(s) from a drop down menu to include in self-monitoring tool for the student or custom enter their own item.
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Users have options to select from My Custom Behaviors which appears first.
Users can add to their customized list by selecting an item from the Behavior List bank.
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Users can add another behavior by selecting the +Add another behavior.
Business Rules:
Selecting/deselecting Select display works as a toggle. Only one option can be selected.
User selection of Text and Visuals will open Select Image search field.
If user does not select Text and Visuals the Select Image search field will not appear.
Select behavior is a drop down field and an automatic search feature as user types.
Previous user customizations from Behavior Plans, Intervention Plans carry over and appear first under My Custom Behaviors within the Select behavior drop down.
Users can add additional custom behaviors by selecting the add custom behavior.
Drop down contains the Behavior list bank (this is coming later).
Selecting +Add another behavior opens an additional field containing the same drop down and if Text and Visuals was selected an additional Select Image field will appear.
There is no limit to the number of behaviors that can be selected.
Selecting from the Behavior Bank adds that item to the My Custom Behaviors List within the drop down.
The drop down housing the My Custom Behaviors, Add custom behavior option and Behavior Bank contains a list of items that each have an image attached to them. (this is coming later)
Select image shows the top result which is the image tied to that behavior as a suggested choice first.
Search all shows all of the images available for selecting by the user.
All images contain an item name beneath the image.
User selects the image by clicking on it.
Only one image can be selected for each behavior chosen.
UI: Buttons
User selects options for their work by clicking on the buttons.
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Selecting cancel opens the warning prompt.
Selecting Preview opens the preview screen for the self-monitoring plan.
Selecting Edit Draft allows the user to edit their work.
Selecting Save draft allows the user to save their work and re-open it at another time.
Activate begins the plan.
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Selecting Cancel opens where user can cancel their work on the Create a Self-monitoring tool by selecting Yes, I’m sure or returning to the Create a Self-monitoring tool by selecting Resume.
Business Rules
Buttons trigger the following actions:
Cancel activates the warning pop-up.
Preview opens the preview screen (build this?)
Edit draft makes all the fields available to edit but keeps the previous selections if user makes no changes changes.
Save draft saves the draft as is. (need draft state as a status for self-monitoring tools)
Activate activates the self-monitoring plan.
Selecting Yes, I’m sure from the warning pop-up deletes the work on the Create a Self-monitoring tool screen.
We need to create an area where the teacher can set up the tool for the student(s) to self-monitor.
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 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=17112%3A207285
Go to Create Self-Monitoring Tool
Design
Then the user will start the tool for that student
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
Business Rules:
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
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 checkbox. Only one measurement tool can be selected.
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.
-20220818-194327.png?version=1&modificationDate=1660851596366&cacheVersion=1&api=v2)
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
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
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.