We need to adjust the add/edit students screen to distinguish between direct and classroom assignments.
User Stories:
As a user, I want to view and manage which team members a student is directly assigned to, so that I can ensure they are connected to the correct team members.
As a user, I want to view and manage which classrooms a student is assigned to, so that I can ensure they are connected to the correct classrooms.
Acceptance Criteria:
Given a student previously had an education classification selected that was not “other,” they will be classified as Special Education
Given a student previously did not have an education classification selected, they will be classified as General Education
Given a student previously had an education classification of “other,” the user will be prompted to select either General Education or Special Education
Given I am a user who has clicked on Step 2, I will see the new connect team members & classrooms screen
Given a student has not yet been assigned to any team members, the user will see the assigned team members empty state
Given a student has been assigned to team members, the user will see all of the team members assigned to the student
Given no team members exist with access to the building the student belongs to, the user will see the available team members empty state
Given no team members in any of the buildings both the student and the user have access to match the search criteria, the user will see the available team members empty state
Given team members exist under the assigned column, those team members will have access to the student.
Given a team member has been removed from the assigned column and the team member is not connected to the student via a classroom, the team member will not have access to the student.
Given a team member has been removed from the assigned column and the team member IS connected to the student via a classroom, the team member WILL have access to the student.
Given a student has not been assigned to any classrooms associated with a building the user has access to, the user will see the classroom assignments empty state
Given a student has been assigned to a classroom associated with a building the user has access to, the user will see that classroom and the associated team members listed under classroom assignments
Given a student has been assigned to a classroom, the team members in the classroom will have access to the student
Given the user has permission to Manage Classrooms, they will have the option to unassign a student from a classroom
Given a student has been unassigned from a classroom, and they are not connected to the team members either via direct assignment or though another classroom, the team members will no longer have access to the students.
Given a student has been unassigned from a classroom, and they ARE connected to the team members either via direct assignment or though another classroom, the team members WILL have access to the student.
Given the user has permission to Manage Classrooms, they will have the option to assign the student to a classroom.
Given the user chooses to add the student to an existing classroom, the user will see a list of all classrooms belonging to a building both the user and the student have access to.
Given the user has assigned the student to an existing classroom, that classroom will now show under classroom assignments
Given the user chooses to add a new classroom for the student, the user will see the create classroom modal
Given the user creates a new classroom for the student, that classroom will appear under classroom assignments.
Given a classroom was created via an integration, students cannot be added to or removed from that classroom.
Design: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=11745%3A122515
General Concept
UI
In Manage Students, when a user clicks to Add they will see the add Student screen
This screen will be divided into 2 steps:
Create Profile
Assign Team Member
Business Rules
Add Student will be the default screen
Step 1: Create/Edit Profile
UI
Here, the user will add/edit the following fields:
First Name (required)
Last Name (required)
Birthday
Gender
Ethnicity
Grade (required)
Email
Education (required)
Student ID (required)
Building (required)
Username (required)
Password (required)
Confirm Password (required)
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Business Rules
Email is a new field and will be non-required
Add an option under Gender called Non-Binary
Education Classification will change to just 2 options:
General Education
Special Education
Special Education will be selected for any student who previously had an education classification of:
ADHD
Autism
Deaf-Blindness
Deafness
Developmental Delay
Down syndrome
Emotional Disturbance
Hearing Impairment
Intellectual Disability
Multiple Disabilities
Orthopedic Impairment
Other Health Impaired
Specific Learning Disability
Speech or language Impairment
Traumatic Brain Injury
Visual Impairment, including blindness
General Education will be selected for any student who previously did not have an education classification selected
When editing a student who was previously set to Other, the user will be prompted to select either General Education or Special Education
Language Ability and Biggest Area of Concern will be removed
If a student is connected to Rethink via integration, the ONLY fields that can be edited are:
Email
Birthday
Gender
Password
Step 2: Create/Edit Assignments
UI
When the user clicks on Assign Team Member,
They will see a screen detailing both Direct Team Member Assignments and Classroom Assignments
Business Rules
Direct Team Member Assignments
UI
This section will list both available and assigned team members
Users may drag team members between the available and assigned columns. We will show the number of assigned team members.
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If no team members have been assigned, the user will see a message instructing them to drag the team members to the assigned column
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If no team members are available, the user will see a message indicating no team members exist.
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Business Rules
We will list all team members who have access to the same building as the student
Team Members listed under Assigned will be assigned to the student
If a team member is unassigned from a student here, the team member will no longer be assigned or have access to the student UNLESS the student and team member both belong to the same classroom
Students & team members added via integration will be assigned via classrooms - not direct assignment, but students can be manually assigned to other team members
Classroom Assignments
UI
Here, we will show all classrooms the student is assigned to.
For all assigned classrooms, we will show a list of team members currently assigned to the classroom
If the user wishes to unassign the student from a classroom, they will click the 3 dots and select unassign
If the student is not assigned to any classrooms, they will see the empty state. From here, the user may click to add the student to an existing classroom or create a new classroom.
If the user wishes to assign the student to a classroom, they may also click the add button
Business Rules
Users with permission to View Classrooms will see the list of Classrooms (associated with a building the user currently has access to) to which the student currently belongs
Classrooms listed under Classroom Assignments are assigned to the student
The team members in the classroom will have access to the student. If a student is unassigned from a classroom, the team members in the class will no longer have access to the student unless they are directly assigned or connected via another classroom.
If the classroom was created via integration, the unassign button will not show
Add Existing Classroom
UI
If the user clicks on add existing classroom,
They will see the modal to assign the student to an existing classroom
The user may search for a classroom by name
When the user clicks the add button, the modal will close and the student will be assigned to the classroom
Business Rules
Users with permission to View Classrooms will see the list of Classrooms associated with the building to which the student currently belongs
Users with permission to Manage Classrooms will have the ability to assign a classroom to the student
Classrooms created via integration will not show
Add New Classroom
UI
If the user clicks on Add New Classroom, they will see add classroom form
First, the user will select an icon and classroom name
Next, the user will see the building name
Next, we will show the list of available and assigned students
If the user clicks the +, the student will be added to the assigned column
If the user clicks the -, the student will be removed from the assigned column
We will then show the list of available and assigned team members
If the user clicks the +, the team member will be added to the assigned column
If the user clicks the -, the team member will be removed from the assigned column
Clicking Save will save this classroom
Business Rules
Users with permission to Manage Classrooms will have the ability to add a new classroom
The star icon will be selected by default
Classroom must have a name
We will show the building to which the student currently belongs. No other buildings will show & there should be no option to make a selection. This is static.
Available Students will list all students who belong to the same building as the classroom. We will auto-select the student we are currently editing.
Students under Assigned are assigned to the classroom and all team members in the classroom
At least 1 student must be assigned to the classroom
Available Team Members will list all team members with permission to View Classrooms who belong to the same building as the classroom. This includes multi-account team members and admins
Team Members under Assigned are assigned to the classroom and all students in the classroom
At least 1 team member must be assigned to the classroom