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Overview
This is the creation process in setting up a Check-In/Check-Out (CICO) tool for a student, designed to monitor target behaviors goals. Users must define the behaviors for tracking, either from the behavior bank Behavior Goal-Intervention Bank or by creating new custom behaviors. Additionally, the user can interact with action buttons to print data sheets, record or view data, and manage the status of the tool.
Figma
https://www.figma.com/design/6tpmUIqjsH6mk6mQ7ifeEG/Checkin-Checkout?node-id=5651192-341012926&t=IGlfAUOgDaGtsOAuQk1rkwke7HbsrkJ1-1
Feature
Project 223101: MTSS Feature 224933: Create/Edit | Check In / Check Out
User Story
As a user, I need to create a Check-In/Check-Out tool for a student by selecting or entering target behaviorsbehavior goals, so that I can effectively track and manage the student's progress on the defined behaviors.
UI Description
Modal Header:
Displays the heading: ‘Create Check-In, Check-Out Tool’
The first and last name of the student displays directly below the heading
Step Indicator:
Current Step displays as dark grey in the indicator. The indicator displays the other step as light grey.
Behaviors pill container
Data Settings pill container
Behaviors Screen:
Users must enter at least one target behavior and have the option to enter up to three.
Display dropdown menu input fields with labels
Target Behavior #1
Required Field
Target Behavior #2 (Optional)
Optional Field
Target Behavior #3 (Optional)
Optional Field
Dropdown menu input field values:
Search bar at the top of the dropdown menu to search for behaviors
For each target behavior, a dropdown allows the user to select from the existing behavior bank or choose "Other" to enter a new behavior.
Behaviors included in the Student Behavior Bank and Admin Settings Behavior Bank
Custom input field displays as text input field with ‘Other’ as placeholder text that the user types over.
Behavior descriptions are text fields where users can describe the behavior being tracked.
Display to the right of each ‘Target Behavior’ dropdown menu selection
Labels for text area fields: ‘Behavior Description’
Support multiple lines of text.
Action Buttons:
Print Data Sheets: Opens a modal to print either blank or pre-filled data sheets.
Inactive until CICO tool is creation is complete and tool is in Active Status
Record Data: Takes the user to the Data Express CICO page to enter student data.
Inactive until CICO tool is creation is complete and tool is in Active Status
View Data: Navigates user to Data Express > View Data and displays the recorded data for the student.
Inactive until CICO tool is creation is complete and tool is in Active Status
Delete (Displays instead of Change Status button during tool creation, just like Behavior Tracking setup): Deletes the CICO tool and returns the user to the Student Dashboard > Behavior Support > CICO screen
Change Status (Displays when user reaches ‘Done’ screen or when viewing an ‘Active’ CICO tool): Allows the user to change the status of the CICO tool
Archive
Delete
Make Active (Only if tool is in Archived Status)
Discussion Panel:
‘Browse Behavior Goals’
Search Bar
User can search by goal text to refine the behavior goals table search.
Kendo Search Bar component with the ability to delete text entered by selecting the 'X' that displays once text is entered in the search bar.
Table Header: ‘Goals’
Goal List:
Display list of all active Behavior Goals populated from the Behavior Tab of the Admin Goal-Intervention Bank Settings.
Hover State: Display light blue/grey hover state when user hovers over a goal in the list.
Select Goal: User selects a Behavior Goal in the list and automatically navigates to the ‘Added Goals’ modal screen.
Pagination:
Display Kendo Pagination Component for the table and include all functionality.
Create Custom Goal Button:
Create Custom Goal Button Selected: Display ‘Create Custom Goal’ modal screen
Create Custom Goal Modal Screen:
Header: ‘Create Custom Goal’
Input Field Label: ‘Goal Text’
Text Area Input Field: User enters custom text description. The input field will expand to fit the text for longer text entries.
‘Select Goal From List’ Button: Returns user to ‘Browse Behavior Goals’ modal screen.
Close ( X ): Closes the create modal screens and returns the user to the main screen they are viewing on the EDU Platform.
‘Next’ button: Navigates user to the ‘Added Goals’ modal screen.
Validation Warning: Display label and input field in red validation warning when the user has not entered text in the goal text input field and selects the ‘Next’ button.
Close ( X ) Button: Closes the create modal screens and returns the user to the main screen they are viewing on the EDU Platform.
User Interaction and Validation Notes
Behavior Setup:
The user must define at least one behavior for the CICO tool to progress. If less than one target behavior and behavior description is set, the 'Continue button is inactive and an error message prompts the user to enter at least one behavior. Selecting ‘Other’ in the Target Behavior dropdown menu
Selecting ‘Create Custom Goal’ in the Browse Behavior Goals modal screen allows the user to enter a new custom behavior goal. This new The custom behavior is automatically added to the student’s behavior goal bank once the form is submitted.
The user should be able to add up to three Behavior Goals using the Browse Behavior Goals modal screen
The user should be able to remove any added behavior goal by selecting the ‘Delete’ icon in the ‘Added Goals' modal screen.
Data Entry Validation:
All required fields must be completed for the user to proceed.
If the user attempts to continue without completing the required fields, validation error messages will prompt the completion of the missing fields.
Action Buttons:
Print Data Sheets: The ‘Print Data Sheets’ button will remain inactive until the user reaches the ‘Done’ screen in the create CICO process. The modal will ask for the number of copies.
User selected between:
A blank template data sheet template
Generating a CICO tool data sheet with the details input by the user: Target Behaviors, Time Period Labels, Number Range
Record Data and View Data: These buttons are inactive until the tool is successfully completed and Active (Done screen of create CICO process). When inactive, hovering will display a tooltip indicating the requirement to complete tool creation first.
Change Status: The button is initially labeled "Delete" during tool creation. After creation and the CICO tool is Active (Done screen of create CICO process), the button becomes "Change Status," and provides the option to Archive or Delete the tool.
Archive: Archive will archive the tool. The user has the option to make it active again in the Student Dashboard > Behavior Support > Check-In, Check-Out screen.
Delete: Delete will display a warning validation message to the user.
Heading: Warning
Text Description: Are you sure you want to delete this Check-In, Check-Out tool? This action cannot be undone. Do you wish to delete?
Cancel button: Cancels the action and returns user to the create screen they were viewing.
Delete: Confirms the Delete action. The tool is deleted and the user navigates to the Student Dashboard > Behavior Support > Check-In, Check-Out screen.
Make Active: If a CICO is in an ‘Archived’ status and the user selects ‘Change Status’, the user will have the option ‘Make Active’ to make the CICO tool Active for the student. This is the same functionality as Behavior TrackingGoal Text (Custom Goal): Input field label turns red, container is red, helper text below field: ‘Goal Text Required’.
Modal Closure:
The user can close the modal using the 'X' icon in the top right corner.
Verify that when the user has not selected a behavior goal and there are not any behavior goals added, the modal will close and return the user to the screen the user is viewing on the EDU Platform.
Verify that when the user has selected and added a behavior goal, a warning dialog appears, asking the user to confirm before closing.
Header: ‘Discard Changes?’
Description: Closing without saving will discard any changes. This action cannot be undone.
Cancel button: Cancels the action
Discard button: Closes the create Check-In/Check-Out tool process and returns the user to the screen the user is viewing on the EDU Platform.
Workflow Description
The user navigates to the "Create Check-In/Check-Out Tool" screen, sees the student’s name, and starts entering behaviorswhich opens on the ‘Browse Behavior Goals’ modal screen.
The user must define select at least one target behavior and its descriptiongoal. If the user selects "OtherCreate Custom Goal," they can input a new custom behavior, which gets added to the student’s behavior goal bank.
Once behaviors are entered, the user can proceed by clicking the "Continue" button.If any required fields are missing, the user is alerted and prompted to complete them before continuingselects a goal from the Behavior Goal list or creates a custom Behavior Goal, they will navigate to the ‘Added Goals’ modal screen.