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Start Date: 2.28.22 End Date: 3.11.22

Notes:

  • Change Incident Tracking to Incident Reports

    • Change Edit Incident Tracking to Edit Report

    • Change View Incident Tracking to View Report

  • Under Incident Reports

    We need to make changes to permission settings to accommodate the changes to incident reporting.

    Staff Permissions

    Design

    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 7, I will have permission to edit report, view report, edit settings, view settings, approve reports, and receive alerts

    • Given I am a user assigned to roles 5 or 6, I will have permission to edit report, view report, view settings, approve reports, and receive alerts

    • Given I am a user assigned to roles 5 or 6, I will not have permission to edit settings

    • Given I am a user assigned to lead teacher, multi-account lead teacher, or case manager, I will have permission to edit reports, view reports, view settings, and receive alerts

    • Given I am a user assigned to lead teacher, multi-account lead teacher, or case manager, I will not have permission to edit settings or approve reports

    • Given I am a user assigned to teacher (role 4), multi-account teacher, or related service provider, I will have permission to edit reports, view reports, and receive alerts

    • 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, view settings, or approve reports

    • Given I am a paraprofessional, I will have permission to view reports

    • Given I am a paraprofessional, I will not have permission to edit reports, edit settings, view settings, approve reports, or receive alerts

    • Given I am a user assigned to a custom role that previously had permission to view incident tracking, I will have permission to view reports

    • Given I am a user assigned to a custom role that previously had permission to edit incident tracking, I will have permission to edit reports

    • 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.


    Staff Permissions

    UI

    • Remove Incident Tracking from permission settings.

    • Under Behavior Support, add:

      • View Settings

      • Edit Settings

      • Approve Report

      • Receive Alerts

    Image Removed
      • View Reports

      • Edit Reports

    Image Added

    Business Rules

    Design

    • We will add an option called View Incident Reports under the behavior section for family member role types

    Business Rules

    • Edit Report allows users to edit or delete a previously created Incident Report for all students they have access to

    • View Report allows users to view a previously created Incident Report for all students they have access to

    • By default, Role 7 will have permission to:

      • Edit Reports

      • View Reports

      • Receive Alerts

      • Approve Reports

      • Edit Settings

      • View Settings

    • By default, all other default administrative roles (5 ,& 6,7) will have permission to:

      • Edit Report

      • View Report

      • View Settings

      • Edit Settings

      • Approve Report

      • Receive Alerts

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

      • Edit Report

      • View Report

      • Edit SettingsView settings

      • Receive Alerts

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

      • Edit Report

      • View Report

      • Receive Alerts

    • By default, Paraprofessionals will have permission to:

      • View Report

    • Any custom role marked “is admin role” will have permission to:

      • Edit Report

      • View Report

      • View Settings

      • Edit Settings

      • Approve Report

      • Receive Alerts

      Any custom role currently set with permission to view incident tracking will have permission to:

      • View Report

    • Any custom role currently set with permission to edit incident tracking will have permission to:

      • View Report

      • Edit ReportEdit Settings

      • Receive Alerts

    Family Member Permissions

    • This will not be enabled for any default family member roles. It is a custom role option onlyAs 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.