We need to make changes to the My Students area to improve UX for admins and users with access to a large number of students.
New Users (over 40 students)
Design
The first time a user clicks on the Students area, they will be prompted to perform a search
The user may type in the name of a student to search for a specific student. They must hit the Search button in order to complete the search.
Alternatively, the user may search for students by using the filters.
First, the user will select a region.
Next, the user will select a building.
From here, the user will select if they want to filer by Team Member, Classroom, or Students.
If the user filters by Team Member, they will next select a team member
If the user filters by Classroom, they will next select a classroom
If the user filters by Students, they will next select a student
Finally, the user may select a grade.
Once the user has made all selections, they will hit the search button.
Once the search button has been hit, we will display all relevant matches and the search box will be replaced by a search bar above the results.
DESIGN UPDATES NEEDED
Business Rules
This search box will show for all users who have never selected a student from the Students area AND who have access to more than 40 students
Region
If the user has access to multiple regions, they will first need to select a region.
No other choices can be made until a region has been selected.
This is a single select.
This is required
Building
Once a region has been selected, the building filter will become accessible.
We will only show buildings assigned to the selected region.
This is a single select.
If the user does not have access to more than 1 region, they will go straight to the building filter (region filter will not show)
This is required
By Team Member, Classroom, or Student
Once the user selects a building, the search by filter will become accessible.
If the user does not have access to more than 1 building, they will go straight to this filter.
This is required
We will default to By Student
By Team Member
Only users marked “is admin role” will see this option
We will only show team members assigned to the selected building.
The user may select all team members or a specific team member from the list.
The search results will produce the students in the selected building assigned to the selected team member
By Classroom
Only users with access to at least 1 classroom will see the classroom filter.
We will only show classrooms assigned to the selected building.
The user may select all classrooms or a specific classroom from the list.
The search results will produce the students in the selected building assigned to the selected classroom
By Student
We will only show students assigned to the selected building.
The user may select all students or a specific student from the list.
We will default to All Students
The search results will produce the selected students
Grade
Once the user selects a team member/classroom/student, they may select a grade
This is a single select
This is not required
The search results will produce the students in the selected grade that meet the above criteria
If the search results in more than 100 students, the user will see a message asking them to narrow their search.
Returning Users
Design
If the user has previously clicked on at least 1 student, we will display the 12 most recently viewed students with the heading Recently Viewed Students
The filters will show above this list
Business Rules
We will show recently viewed students until a new search has been performed
| Filters
Design
We will show a search bar with the last search criteria filled in.
The user may up update the search fields at the top of the screen and hit the update button to process the request OR they may hit the clear button to reset the search fields.
The user may type in the name of a student to search for a specific student. They must hit the Search button in order to complete the search.
Alternatively, the user may search for students by using the filters.
First, the user will select a region.
Next, the user will select a building.
From here, the user will select if they want to filer by Team Member, Classroom, or Students.
If the user filters by Team Member, they will next select a team member
If the user filters by Classroom, they will next select a classroom
If the user filters by Students, they will next select a student
Finally, the user may select a grade.
Once the user has made all selections, they will hit the search button.
Once the search button has been hit, we will display all relevant matches and the search box will be replaced by a search bar above the results.
DESIGN UPDATES NEEDED
Business Rules
We will retain the search criteria for the entire session the user is logged in. Meaning, if the user performs a search, clicks somewhere else on the site, and then returns to the Students area, this search criteria will remain as will the list of searched students.
Region
If the user has access to multiple regions, they will first need to select a region.
No other choices can be made until a region has been selected.
This is a single select.
This is required
Building
Once a region has been selected, the building filter will become accessible.
We will only show buildings assigned to the selected region.
This is a single select.
If the user does not have access to more than 1 region, they will go straight to the building filter (region filter will not show)
This is required
By Team Member, Classroom, or Student
Once the user selects a building, the search by filter will become accessible.
If the user does not have access to more than 1 building, they will go straight to this filter.
This is required
We will default to By Student
By Team Member
Only users marked “is admin role” will see this option
We will only show team members assigned to the selected building.
The user may select all team members or a specific team member from the list.
The search results will produce the students in the selected building assigned to the selected team member
By Classroom
Only users with access to at least 1 classroom will see the classroom filter.
We will only show classrooms assigned to the selected building.
The user may select all classrooms or a specific classroom from the list.
The search results will produce the students in the selected building assigned to the selected classroom
By Student
We will only show students assigned to the selected building.
The user may select all students or a specific student from the list.
We will default to All Students
The search results will produce the selected students
Grade
Once the user selects a team member/classroom/student, they may select a grade
This is a single select
This is not required
The search results will produce the students in the selected grade that meet the above criteria
If the search results in more than 100 students, the user will see a message asking them to narrow their search.